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In another comment, OP says he was betting on this 18 months ago. They key is to detect big events like this before they become undeniable common knowledge.


>They key is to detect big events like this before they become undeniable common knowledge.

Indeed. It's quite hit miss though.e.g. I called the supermicro stuff right. Made money. Tried same on amd spectre and got burned.

Each time relying on hn being ahead of the knowledge curve


> key is to detect big events like this before they become undeniable common knowledge

But it’s not even enough to know before it’s common knowledge, don’t you have to know before investors with big pockets know (and buy, and drive up the price)? That’s a taller order since those investors have people whose job it is to know this stuff well before it becomes common knowledge.


Exactly




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