7/6/26 :: VROCKSTAR :: 
CRWD
Everyone into the clown car!
- the market is so out of bounds in so many ways
- it can keep getting crazier
- but if you fundamentally believe paying 35x sales for 30% growth is acceptable, i have some pokemon cards to sell you
- valuation is not usually a good argument in itself to short, but if you look at the cyber names all opened -2 to 3% and now all up 5+%... beta flexing is all
- when we do get reset in 2H (timing still TBD)... these will flush so mega hard
- my preference is the
BUG ETF which is nicely overindexed to the 20x sales stuff and where IV is only 35% (not 60+% that you pay for the singl enames). allows me to gross up (ITM) without sweating the daily nonsense
- excellent hedge for tape/ sbet too :)
V
CRWDEveryone into the clown car!
- the market is so out of bounds in so many ways
- it can keep getting crazier
- but if you fundamentally believe paying 35x sales for 30% growth is acceptable, i have some pokemon cards to sell you
- valuation is not usually a good argument in itself to short, but if you look at the cyber names all opened -2 to 3% and now all up 5+%... beta flexing is all
- when we do get reset in 2H (timing still TBD)... these will flush so mega hard
- my preference is the
BUG ETF which is nicely overindexed to the 20x sales stuff and where IV is only 35% (not 60+% that you pay for the singl enames). allows me to gross up (ITM) without sweating the daily nonsense- excellent hedge for tape/ sbet too :)
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.