6/15/26 - $birk - Too much...

121
6/15/26 :: VROCKSTAR :: BIRK
Too much...

- EPS probably over baked as written
- But this move is just silly goose
- What is going on in this market, literally. It's the crypto market of 2021 where everyone thinks they're a genius and nobody is going to get out alive lol
- what happens with oil goes rippy again? obviously T wanted a peaceful birthday. tis that simple, folks. anyway, it bleeds into all this stuff. the consumer trends look awful as of the last month and a half. hard to own any consumer discretionary at this pt, esp given the rippy.
- be careful out there, k?

V

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