5/6/24 - vrockstar - hard to fade this sector winner. 15x sales is defn expensive esp if any miss/ guide lower. i do see potential for follow thru, however, on a beat so don't see the merit to a. shorting and/or b. selling any size into the print. i'm a v interested buyer here, would be looking for a guide to spook ppl a la other b2b names and target the low 100s region. hard to also ignore the gap at 80$/ which is only addressable in a total whiff and in that case, you'd probably need to wait a few days for the pods to unwind risk mgmt and we can be buyers on friday, not later tmr/ tues or wed. playing wait and see.