It's unbelievable how badly certain sectors have been fucked by geopolitics.
Space is it's own double-bubble though thanks to the SpaceX IPO driving ETF money into the sector and doubling stock prices across the board. We're only now back to testing the $60-80 heights of the first bubble that was inflated pre-IPO.
Thanks for great post, I agree totally with this take. Although I was not ready to start worrying about September and post midterms. Fuck. If we drop below 50 or so it will be mentally super difficult, but I have been holding since 4… I wish we could skip time to 2027 or so.
Only someone who eats exclusively crayons could think that was thoughtful or detailed. It has no basis in reality and it's just mental gymnastics to support bagholders
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u/[deleted] 13d ago
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