@Osint613 It became obvious that he sold when he started talking about Greenland a few days ago and from his gaslighting about not liking short sellers.
@MelMattison1 They are burning cash in a losing investment with unclear ROI and an indefinite timeline and they have to keep taking on debt for their circular financing or it all collapses. They are trapped.
Very grateful for the objective coverage in De Tijd!
Itโs cool to see my work in Belgium's top newspaper.
Also very refreshing to see a journalist cover $AAOI, $XFAB, $MRVL Celestial, and the nuances behind my supply chain thesis in CPO + Photonics.
Ty KLismont for the photo.
@TedPillows It is at the same price it was a year ago, just a week after the 10-day war between Israel and Iran ended. Hormuz was completely open, inventories were fuller and infrastructure was undamaged. Completely absurd.