“Your portfolio is a backdoor”
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„Your portfolio is light on BCD arithmetic instructions you should buy some $AAA“
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Hedge Fund Director: "Why all these random stocks!?" Coder: ".....Uhm....uhhhh....'diversification'?" Hedge Fund Director: "buy NOP at 90 and sell MOV at 89!? Where did you get these numbers" Coder: "uhm......uhhh.....IDA?" HFD: "You're fired."
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Economic cycles?
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In a speculative market, you bet!
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I’m in. I bet if it ends up being diversified enough (it’s x86 CISC that we get to work with here after all) it will likely outperform most of the fund managers out there.
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The rebalance on new chip releases would be fun
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You mean you know the cycle counts? Dark magic!
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Just think, the underlying companies may be so different that you may have just created an interesting concept for a contrarian fund or one diverged from overall market movement. ¯\_(ツ)_/¯
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