NASDAQ - welcome to range highs
The latest move in NASDAQ has been brutal, and has caught most off guard.
Big tech became a "forgotten" tech and is creating huge pain, especially this sector offering such good value, while many other chased assets are way too expensive.
Our general tech, and specifically FAANGMs, view has been to express upside trades via cheap optionality.
Big tech became a "forgotten" tech and is creating huge pain, especially this sector offering such good value, while many other chased assets are way too expensive.
Our general tech, and specifically FAANGMs, view has been to express upside trades via cheap optionality.
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