Group 1 - The article emphasizes the importance of understanding market dynamics beyond traditional metrics like P/E ratios, focusing on demand and supply as the core of market behavior [1] - It highlights the significance of predicting human behavior and market sentiment, suggesting that these factors often outweigh fundamental analysis in investment decisions [1] - The author advocates for a long-term investment strategy, indicating a preference for holding stocks for at least 10 years, which aligns with a macro and fundamental analysis approach [1] Group 2 - The author expresses a belief in the necessity of ingenuity and curiosity in investment analysis, suggesting that a willingness to go against prevailing trends can be beneficial [1] - The article is written from the perspective of an experienced investor based in Geneva, Switzerland, with a Master's Degree in Business, indicating a strong educational background in finance [1]
Why I Am Buying IREN, The Nvidia Of Data Centers, During This Market Correction