Today feels a lot like March 30th. Capitulation. But the difference is that the S&P is still very surprisingly green on the month. FYI we haven’t had a bad July in almost 12 years. Sometimes you just got to shut up and buy the dip, a lot of names are heavily oversold now. I’ve been buying $ZETA, $CRDO, $NBIS, and of course $ASTS. All-In bleeding, but we don’t capitulate. Take a breather, touch some grass.
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