Aug. 3 at 5:31 PM
I’m going to wait until tomorrow maybe I’ll short CBRS or NBIS at the open, hard to tell right now. I sold
$CBRZ when it was +11.5% this AM. Usually when I have a big trade I’ll sit the rest of the day out.
$CBRS should be sub
$150, so I don’t think shorting here is bad. Like I’ve said before they shouldn’t be valued at a higher multiple than
$NVDA who is operating with a more proven product and has consistently executed at or above expectations. GL with the
$CBRZ