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![CestrianInc Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1141822758847963136.png) Cestrian Capital Research, Inc [@CestrianInc](/creator/twitter/CestrianInc) on x 4318 followers
Created: 2025-07-18 10:57:46 UTC

Right.  It can't not be. 

It is a highly levered single-asset investment trust where the asset itself is highly cyclical.  The *only* question is timing.  

If anyone doubts this just look at what happens to $TQQQ in a bear market with way more diversification and less leverage.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946162476157932021/c:line.svg)

**Related Topics**
[mstr](/topic/mstr)
[asset allocation](/topic/asset-allocation)
[$tqqq](/topic/$tqqq)
[investment](/topic/investment)
[$lth](/topic/$lth)

[Post Link](https://x.com/CestrianInc/status/1946162476157932021)