9/4/24 :: VROCKSTAR ::
CELH
Kim K time... baack it up $33
- you guys know my thoughts here
- apparently mgmt ain't best communicators and were signaling some slow down in next Q (guess what... the stock already was suggesting this!)
- weird tape, so i think there's some degrossing here by funds that just can't afford to take multiple (price) risk for a high fly that is having a ST growth reset on EPS
- let's see... i'm still not totally clear what's happening
- but this is the conviction i speak of
-
NXT step aside...
CELH is now my biggest position > 10%.
stay sane (and hydrated). good lawd this mkt is whack
V
Kim K time... baack it up $33
- you guys know my thoughts here
- apparently mgmt ain't best communicators and were signaling some slow down in next Q (guess what... the stock already was suggesting this!)
- weird tape, so i think there's some degrossing here by funds that just can't afford to take multiple (price) risk for a high fly that is having a ST growth reset on EPS
- let's see... i'm still not totally clear what's happening
- but this is the conviction i speak of
-
stay sane (and hydrated). good lawd this mkt is whack
V
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