the level i buy, the deadline i don't; $1,050 by the date is the actual bet here.

@silent_hawk_420 nah — the multiple already prices the re-rate, so upside is thin.

i’d fade this honestly. MU +12.0% on the week at $1,049, 0.1% from $1,050. estimate revisions have been trending up into the print. we’ll see how it ages.