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![stoked_on_waves Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1546011858649300993.png) Alex Taussig [@stoked_on_waves](/creator/twitter/stoked_on_waves) on x 1763 followers
Created: 2025-07-27 23:56:21 UTC

You guys have trades you know will work but are too gross to actually put on? I do…

Everyone knows terminal dividend stuff trades overvalued at the end; shorting it feels better than overpaying for it and trying to sell it above NPV to a sucker

The better trade though, is long


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949619901930623269/c:line.svg)

[Post Link](https://x.com/stoked_on_waves/status/1949619901930623269)