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PopperChopper OP t1_iuhh0jk wrote

Reply to comment by MathematicianKey5605 in $ABNB puts or calls? Earnings play. by PopperChopper

So if I fuck up I should double down next quarter?

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gamesexposed t1_iuhhk9r wrote

This is the regarded mentality that I come here for. Someone's telling you your thesis is probably trash but you're ready to proceed anyways and double down when you already know you're going to lose LMAO

Stay smooth regard, I look forward to your slip n slide

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PopperChopper OP t1_iuhhtmy wrote

To be completely honest with you, the fact that everyone here is a little bit iffy on the play absolutely fuels my confirmation bias

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gamesexposed t1_iuhi0sw wrote

Believe it or not, there's some well aged brain wrinkles around these parts...

But hey, you do you and godspeed fellow crayon enjoyer

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PopperChopper OP t1_iuhinf5 wrote

Well the only substantive counterpoint someone has put forward so far is that October is typically their best earnings coming off of the summer month. Which I have already taken into account. It may be enough to maintain or elevate the current market sentiment. However overall I think there are currently more things working against that overall sentiment then for it. Obviously it’s a getting game however I don’t think anyone has provided any points that renders the theory meritless

Edit: EPS estimates also look particularly high this quarter

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