Hello everybody, I’m Briggs Williamson and my current financial position revolves around HBF memory and, more broadly, AI infrastructure. Most of my research is focused on the hardware behind the AI buildout: memory, semiconductors, packaging, compute, and the infrastructure required to support it. I invest with a longer-term thesis in mind, but I also actively trade options around earnings, catalysts, and short-term setups—we like the fundamentals around here. I’ll use Blossom to document the thesis, individual positions, trades, and, importantly, when the data gives me a reason to change my mind. Let’s make some money.
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Beevis @beevis · 1h
Thanks for sharing Briggs! Here's my feedback: 1. 📌 Make your single-stock bets intentional 2. 🧠Balance your AI hardware theme risk 3. 🌎 Check your regional and commodity concentration Including my full thoughts below, shoot me a message if you wanna chat about it!
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