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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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Syed Shah🏴☠️🌊
@syed
We’ve found it. The middle of the midwit curve for the Vision Pro
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veekay
@veekay
i think this is more of the either end tbh. midwit take is more like we won't be digitizing any more than this, we've reached saturation, VR will never take off beyond gaming, etc. I'd rather bet on what phil said. if it fails, then i fall on the left side of the curve. but if it works out... 🚀
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