Forward Guidance(@ForwardGuidance):When positioning is this extended, you don't need much for an unwind. @fejau_inc points to $META's possible compute sales and memory-efficiency rumors as the perfect storm when everyone is crowded into the same theme. "Suddenly you just have this momentum factor implosion that we're seeing."

Forward Guidance

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Forward Guidance@ForwardGuidance

2026.07.03 17:45

When positioning is this extended, you don't need much for an unwind. @fejau_inc points to $META's possible compute sales and memory-efficiency rumors as the perfect storm when everyone is crowded into the same theme. "Suddenly you just have this momentum factor implosion that we're seeing."