@CKCapitalxx The data center trajectory alone justifies the risk here—sequential growth of this magnitude is rare even in AI names.
Still undecided on how I would size it after the open. This is the read I would keep - https://t.co/zK6rPrdoQr
@CKCapitalxx Long way to go, but watching the tape confirm the thesis feels damn good.
Still undecided on how I would size it after the open. This is the read I would keep - https://t.co/zK6rPrdoQr
@CKCapitalxx Even the strongest names get punished when the market loses its head.
Still undecided on how I would size it after the open. This is the read I would keep - https://t.co/zK6rPrdoQr