@alc2022 My market view 🔻🔻 HIMS's valuation is pricing in zero growth, yet their revenue keeps compounding—that gap won't close quietly.
https://t.co/iExMSi5sFU
@SixSigmaCapital My market view 🔻🔻 Early cycle tends to favor hard assets, so I’d watch for confirmation before chasing either sector.
https://t.co/CwpXq7nxTg