1) $SHOP up $65 in 2 days as analyst raised target to street high $1000. Classic 2000 behavior.

25x growth by 2028 to justify 15% (!) share upside. Even then the cash flows until 2028 are not even close. There is a MASSIVE terminal multiple.

I saved a ...

$SPX $ES $IGV $NDX https://t.co/kYlheF6Ol3