$GOOGL is down 7% on the day and $TSLA is down 15% today. Which dip are you buying?
Here are our thoughts from today's show:
“I’d be happy to buy that dip. Don’t want to buy it on perps, don’t want to buy it on Hyperliquid, but adding a bit of stock Alphabet, of spot Alphabet at a seven percent discount if I can get that, is a trade that I wouldn’t mind too much.
Again, not as a short-term flip, not as something where I’m thinking, oh, I’m going to sell that tomorrow because it’s going to recover, but just as a discount on Alphabet, seven percent or so. I would like that.”