10/7/25 - $ses - #metoo

10/7/25 :: VROCKSTAR :: SES
#metoo

- don't flame me as i was a bull here
- honestly this is a co w/ an actual product
- that is probably worth 100B in this market
- but c'mon
- read the tea leaves guys, this is all going to end so quickly

here's what everyone is missing:

- when *everything* that has low revenue and low biz potential in a multi-year timeframe pumps liquidity becomes scattered
- that's what made GME so special (and to some degree AMC etc.).
- when everything starts to pump and there's no affinity toward anything but just "find the next pump" these things will start to cannibalize themselves.

you'll see.

if i owned this (which i don't) i'd sell it

V