5/9/24 - $vcsa - high risk long b/c mkt is way offsides i think5/9/24 - vrockstar - HIGH RISK LONG alert
there's no obvious way to value this, but i'm going to put it in the fundamental post camp b/c that's all I do.
positioning seems WAY off here and that's the point. this is like 15-20 days to cover, there's no option gamma... just shorts that get destroyed