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Love the transparency on using FOMO for tracking rather than heavy weighting. It’s easy to get on the “cult labor” narrative but at least you don’t believe the diamond hands turning paper. Most people don't know how hard it is to hold through an 80% drawdown without selling at breakeven. I’m looking at that $300-400M support level too. If that breaks before Oct 7, the thesis dies fast, no matter what Murad says.
RE: FOMO Thesis | SPX6900