💬New thread from Philoinvestor
Thank you Pseudo-TACOs. 7X.
Closed the NVDA puts at ~7X 🦉
(Max move ~10X)
The equity shorts on the AI basket remain.
See attached image for today's performance.
We explained in FaaC from yesterday:
- how we expect the scenario to play out
- our rationale in fading FinTwit expectations 👍
Read FaaC from yesterday here: https://www.philoinvestor.com/faac-fintwit-as-a-contra/
Read Preparing for the Bust from last week here:
