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@pennycheck
finding asymmetric opportunities in any and every mkt+NOT financial advice -- positions will change - do your own dd - do not rely on mine
3.5K Following 66.4K Followers
Spotify using all their data they have on me to suggest I read 1984 might be the most orwellian thing ever
$SRAD already has deep partnership with Kalshi now adds poly
Every other competitor will likely have to follow suit to keep up
$SRAD - Sportradar and Polymarket Significantly Expand Prediction Market Partnership to More Than 20 Global Sports Leagues and Competitions
$OKTA $CRWD the two most expensive cyber sec names getting rewarded for good earnings bodes very well for the next leg in the sector
ltrx reports this evening curious to see if they give any commentary on their supplier relationship with flock as it is has fully entered the zeitgeist
A ceo who truly knows the strengths of his 'company' ...
This question got a lot of really interesting replies
haven't had one of these in a while
reminds of the good ol days of twitter years ago...
Seems like every shoe apparel company this Q missed earnings and guided down
Is there a new underlying trend i am missing here ?
Cyber security hardware seems like a largely undiscovered by important demand cycle hitting ive only been able to identify silc as offering pure exposure with growing revs for 4 Qs to back up the narrative
Are there any other pure plays around ?
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Seems like every shoe apparel company this Q missed earnings and guided down
Is there a new underlying trend i am missing here ?
Personally own rop smwb srad tost all green today and watch list names yelp net asan vrsn all green as well
check out who @leopoldasch followed today ....
his new ai sector bet...
