Company Overview - indie Semiconductor, Inc. (NASDAQ: INDI) is a U.S. semiconductor company primarily focused on the automotive sector and also offers software solutions [1] Current Performance - The company has experienced poor performance amid ongoing geopolitical issues [1] - Recent easing of tensions may provide a potential for recovery [1] Investment Insights - The analyst expresses interest in initiating a long position in INDI within the next 72 hours [2]

Company Overview - Deckers Outdoor Corporation (NYSE: DECK) is a US company that specializes in marketing and distributing footwear for casual use, ultra-runners, and outdoor activities [1] - The company is known for its prominent brands, including UGG, HOKA, and AHNU [1] Financial Performance - The company has experienced fluctuations in portfolio performance, with a yield of 17.5% at the end of 2020, a near flat performance in 2022 with a loss of only 0.16%, and a disappointing gain of 0.8% during a market surge [1] - Recently, the company has improved its risk strategy, achieving a yield of 12.84% last year with a beta of less than 0.6 [1] Investment Strategy - The company is focusing on algorithmic trading and trading strategies, with an interest in macroeconomic topics, particularly in relation to China [1] - There is a plan to initiate a beneficial long position in DECK through stock purchases or call options within the next 72 hours [2]