reply Real bubble is in VC land with private companies like Instinct… $10B valuations off 100k users while $SNAP is wort | Hanami
reply Real bubble is in VC land with private companies like Instinct… $10B valuations off 100k users while $SNAP is worth less with close to 1 Billion MAU.
Supply chain stocks aren’t a bubble though, if anything names like $AAOI and others are very undervalued relative to forward growth.
And you have demand visibility from hyperscalers extending multiple years…