TSLA
Tesla
-- 421.060 NVDA
NVIDIA
-- 134.700 PLTR
Palantir
-- 80.550 AMD
Advanced Micro Devices
-- 119.210 OXY
Occidental Petroleum
-- 47.130 
I'm not considering it anymore, the business is not doing well.
$ESS Tech (GWH.US)$The datacenter + energy storage trend was missed, delivery is insufficient, the factory just had a ribbon-cutting... Competitors have all deployed X GWh. You say you are technically strong, you have the ticker symbol, you are reliable, but you are too slow. Danger.
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CFA, FRM, P-Quant。然而自己投资并不量化…个人投资观点，不代表供职的银行或客户（反正我看不到）。不提供投资建议。
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