@InTheAssembly To be fair, disruptive investing looks brilliant at the top and terrible during drawdowns.
The real question is whether the thesis broke, or the timing was wrong.
@aleabitoreddit The fundamentals were there. Do you think the market was waiting for evidence that Reddit can sustain growth while maintaining those margins, or was this simply a valuation digestion phase?
@aleabitoreddit Shorting a company tied to a potential multi-year infrastructure cycle is another.
Do you think the market is underestimating how long the CPO ramp can last?
@InTheAssembly Short-term price action and long-term fundamentals aren’t always the same thing.
Still bullish on $AVGO long term. The AI networking and custom silicon story is far from over.