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Target Hospitality Corp

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Recent Comments

Th positioning is extremely bullish into earnings for Google. Buyside isn't too nervous about missing numbers. Essentially bar is pretty high and it has quietly climbed close to 20% over the last 2 months. Makes me really nervous...less to do with Meta
Th Is The End
I would personally rather they not give up on vr. It seems to me that the quest goggles are in the Apple Watch 1/2 stage now and starting to become compelling, and I think they are a generation or 2 away from being mass market. The price is low enough to be a Xmas present. And they are the leader in the segment, apple is doa. We’ll see. Regardless this report really doesn’t have new info on reality labs that should cause a drop, the loss was lower than expected. Th higher spend seems to be on AI. I suspect this will be back over 500 by next Q earnings
Today at a meeting someone say a random story of a walk they were taking while th e market was crashing in 2008. My response was, were you buying puts at the moment?
D**th to Tesla Viva la berrorista
Next shoe to drop is Johnson getting voted out of the House by Moscow Marjorie. Th Repukes will lose the house and Dems will take over both houses. Then Biden wins in Nov as Trump gets probation and massive fines for his criminal convictions.
That has been my strategy until now. But stocks I was going into by th end of the cycle...
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