Trade Write-Up: Big Bet, HYPD Update, And New Trade
I laid out the HYPD 0.00%↑ thesis when we were trading in the $6-7 dollar range. Since this time, we have rallied over 100%. I want to provide an update and then explain the next bet I am thinking about.
I would encourage everyone to review the credit cycle report I laid out here, explaining the liquidity context for WHERE we are:
