$ICLR

Explicit claim • strong conviction • basis: market mispricing

I put it on Twitter like tangible equity minus preferred minus these two sources of losses mark to market it's negative 4 billion and Hushes like, "Wow, like I'm shocked the stock's where it is."

Explicit claim • strong conviction • basis: price target upside

So, again, my summary here is that you have a pattern right over here and I'm going to blow this up for a second where the XLE looks like it's going to come down and potentially down over here into sometime mid to late May with a reasonable downside target here >> [clears throat] >> of around under 53, that's around 5280. Excuse me. And that says sell the rallies. When you look over here at the SMH, you can see that upside targets in here, well, it's reasonable to get past that extension at 450. This is the next shot up here about 475.

Explicit claim • strong conviction • basis: market mispricing

He's got put options on Nvidia and QQQ and SOX, betting the AI semiconductor trade is a bubble.

Implied claim • strong conviction • basis: market mispricing

I'll just jump in and start buying that dip because it would be purely based on emotion and nothing fundamental. Nothing fundamental would have changed. This is a purely emotional pullback and I will be buying that dip