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 - AMT  - Long as proxy for short rates
 - BG   - Long Inflation trade
 - NVDA - Short turnaround - Has gone nowhere since June 2024! Get over it. Move on. You can make money from other stocks too PT:70-85$ by June
+
+
+# PAssing remarks
+
+# Sticky thematics
+
+# thesis
+
+# indicators