8 Comments
User's avatar
Raza Rafiq's avatar

Whats your catalyst here for a price movement beyond near term valuation headwinds.

Expand full comment
Portfolio Armor's avatar

It’s up about ~50% in the last 5 days, I’m assuming largely based on NVDA’s post-earnings move. I feel like if there isn’t a big positive surprise in today’s earnings release, it’s likely to pull back a bit, but we’ll see.

Expand full comment
Raza Rafiq's avatar

CEO is a bit of a promoter, possible he has some tricks to keep the rally going?

Expand full comment
Portfolio Armor's avatar

Could be, sure.

Expand full comment
Big JiLm's avatar

Did anyone get this trade? I did not.

Expand full comment
Portfolio Armor's avatar

Me neither, unfortunately.

We’ll probably get another shot at betting against this one though. I’ll keep an eye out for it.

Expand full comment
Big JiLm's avatar

Maybe it was fortunately? :-)

Expand full comment
Portfolio Armor's avatar

We’ll see tomorrow, I guess. It’s trading around $33 after hours now though.

Expand full comment