Buy CIFR and WULF into the yield-driven indiscriminate selloff; both have already been cut in half, WULF is at NAV, and the CoLo/Neocloud valuation gap makes them the best risk/reward in the group.
Buy MCD as an American staple trading at 20x NTM with franchise-model cash flow and a strong income statement; the speaker rejects GLP-1/health bear cases as unsupported by fundamentals.
Buy CIFR and WULF into the yield-driven indiscriminate selloff; both have already been cut in half, WULF is at NAV, and the CoLo/Neocloud valuation gap makes them the best risk/reward in the group.