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Thread Guy
Thread Guy interviews traders, investors, founders, and market operators about crypto, public markets, technology, and trading.
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87 EPISODESENTRACKED SHOW
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An Unfiltered Conversation with Airmass
Airmass concentrates in globally entrenched businesses trading at extreme discounts, citing a leveraged Meta position near $90 that he estimates returned 30-35x over three years.His Micron thesis rests on roughly 400% annual revenue growth, margins near 60%, demand perhaps twice supply, five-year commitments, and a purchase P/E near 5, but leverage and uncertain forecasts remain key risks.