A year ago, everyone wanted $EOSE at $15.
Today it's at $4.
Funny how quickly the story changes.
At $15, investors called it "the future."
At $4, they call it "broken."
The business didn't change overnight.
The emotion did.
That's usually when opportunity starts forming.
The hardest part of investing isn't finding good companies.
It's having the patience to buy when nobody wants to.
Dinner’s done. Photos were the product.
Truce got stretched. Chips and controls didn’t move. That’s not a catalyst.
10s still in a 5-handle. Oil came off $105, it didn’t leave. Discount rate is still jacked.
The bounce is “it stopped getting worse,” not “multiples got cheap.” Nvidia and the rest still eat expensive money first.
Don’t trade the handshake. Wait for the actual wording on tech screws.