XLC
1 tracked call · 0 long · 1 short
first called by Jordi Visser 3mo ago
SHORT3mo ago
“debt-to-equity will rise. It's not good for them. That's why I say be short the hyperscalers, all of them … Are they going to go up as much as the S&P?”Jordi Visser
Hyperscalers are the funding vehicle; their capex and ROIC drag means they lag the S&P
XLCSHORT@ $114.10
$108.30+5.08%
since call Apr 26
peak +8.8%