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“lululemon athletica (LULU): Where is John Galt? - In Defense of an 800lb Gorilla Overstretching its Leggings”
@RJCcapital
Michael Burry publishing a LULU bear thesis framing it as an overextended gorilla — Burry's track record on short calls draws serious attention
LULUSHORT@ $110.58
$116.52-5.38%
since call Jun 25
peak +2.2%
in postLONG
“mu prints like no other”
@RJCcapital
Micron just printed a massive earnings beat; bear case noise is irrelevant as MU earnings power is undeniable
MULONG@ $1,196.45
$814.97-31.88%
since call Jun 25
TIMESTAMPS
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