All of the signals are aligning and he's adding to his short positions even as they continue to go up. Nebius is what the top of a boom looks like. Now, remember, it wasn't that long ago that everyone was hyped as [ __ ] on Micron. They smashed earnings and then it pulled back 50%. There's an argument to be made that there could be profit taking into earnings, but you kind of already had that here, right? We had a bigger earnings call, they smashed it, and then it retraced. Another big earnings call, smashed it. Maybe he's right, but he's he's confident that, you know, this is like Enron, the financing that Nvidia did. We talked about this last stream.
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