May. 19 at 8:25 PM
The advantage of real-time information flow is that markets don’t wait for traditional media to confirm narratives. In the case of
$LULU, it was already clear yesterday: the company explicitly rejected all three of Chip’s BOD nominees in its proxy, significantly narrowing the path forward.
Compared to delayed WSJ coverage, X reflected the shift much earlier.
But the real question now is: once this is already priced in, what becomes the next marginal driver?
