$1,000 follows their calls into $1,045
Dynamicmoats@DynamicMoatsGood thing I sold all my 5x levered semi hardware longs on June 22 and went 5x long software, IT services, e&p, refiners, and medtech $ACN
Dynamicmoats@DynamicMoats$LESL turns out the bond holders were correct and the fintwit pump was not
GIFDynamicmoats@DynamicMoatsMarked the top of the healthcare bottleneck trade
Dynamicmoats@DynamicMoatsGood thing I sold all my 5x levered semi hardware longs on June 22 and went 5x long software, IT services, e&p, refiners, and medtech and hedged with long duration credit shorts $ACN
Dynamicmoats@DynamicMoats@evrgn11112231 was right
Greg@CousinGraig$META Markets are funny. Zuck tells you exactly what he's going to do, build a product with AI at the center of it that creates enormous value for consumers and businesses. Prerequisites for success are compute, distribution, product. He has all 3. Yes, the third one takes "some"
