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phil
@phil
If you are truly bullish on the Vision Pro, then the correct spread trade is long Apple short airlines. When realistic spatial computing is ubiquitous and cheap, people won’t need to travel to take a photo for their friends and followers. Holidays become holodays.
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Claus Wilke
@clauswilke
Long Apple long airlines. People will be excited about long plane rides wearing their Vision Pro and watching great movies or getting some work done etc.
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