I am most heavily positioned between shops and tech giants in the model layer. I see them as the real catalyst for further use cases and innovation and these are the real income sources. Also, there are adequate investors to ensure that the stocks remain with good bid-ask spread and will be liquid enough for both trading and investing.


I don’t think the market underestimates energy. It is just unpredictable and the supply and demand can be easily manipulated by the opec countries. It is not easily understood by most investors and so l prefer to stay out of it.


With the unpredictability of the war that makes prices of all stocks volatile and unpredictable, I don think the GTC will be the main reason for price moves. I would prefer to hold off any trades and watch for the effect of the war on stock prices.
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