Drink Banana Cider
Monkey watch big orange monkey.
Big orange monkey get whisper from shadow.
Whisper full of bent truth.
Other monkey hear whisper too.
Other monkey scream loud: “We do opposite! Opposite best!”
They run left when big orange point right.
They hide when big orange say stand tall.
Curious if you plan on writing an update on Amaroq since they reported earnings? I was surprised to see the stock didn’t move much but the banana macro is rotten.
Earnings were broadly as expected, so not much to report. H2 is where the game changes.
Monkey watch big orange monkey.
Big orange monkey get whisper from shadow.
Whisper full of bent truth.
Other monkey hear whisper too.
Other monkey scream loud: “We do opposite! Opposite best!”
They run left when big orange point right.
They hide when big orange say stand tall.
Curious if you plan on writing an update on Amaroq since they reported earnings? I was surprised to see the stock didn’t move much but the banana macro is rotten.
Earnings were broadly as expected, so not much to report. H2 is where the game changes.