2/24/25 - $deck - Mmm. Banana time, long.

4 giorni fa

2/24/25 :: VROCKSTAR :: DECK
Mmm. Banana time, long.

- first. let's give a thank you to mr. analyst at jefferies who's done his best and he decided "NKE was an upgrade to buy". this is what happens when you cover the elephant in the room, and your institutional bag holders keep forcing you to take a look. eventually you throw up your hands and say "it's a buy... hold it for a few years and you'll make $"

- FIRST OF ALL. we're in the business of making money today, tmr and ALSO in a few years.

- the name of the game is own the best horse.

- in shoes, that's deck.

- and guess what, they're having a *laughs* going out of business sale today.

- so here i am. playing contrarian after taking the opposite side of what feels like everyone's bags in the last number of days. honestly. it's a bit tiring. but also, it's intellectually challenging. and that's what keeps me going.

- So i'm long this thing as a ST trade, even tho it's objectively a LT buy here at sub 24x PE and 4% fcf yield for a great mgmt team, best mgns in town and growth that spits at some of the best meme tech.

- long.

enjoy

V

l’altro ieri

Trade attivo

so we have good "money" today to buy things.
this is why aapl is green in this tape. it's not really a great LT money, but it's cash+
so we go and buy NICE, we buy some more UBER, a bit more NXT, a bit on FSLR EPS, etc. etc.
about to close the trade but think we have a few more green candles esp if bonk tape gets bid here.

enjoy

V