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dc10023 Avatar Dave C @dc10023 on x XXX followers Created: 2025-07-24 13:44:58 UTC

@KobeissiLetter This isn’t exactly new news. Why investors bought it up to mid-$300s doesn’t make sense. The risk profile and reward profile probably makes this fairly values at no more than mid-$200s and possible down to $XXX flat.

XX engagements

Engagements Line Chart

Related Topics $200s hedging $300s $dave

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