Zortix matched this thesis to Cloud & software ETFs as one way for retail investors to get exposure. Not a recommendation.
Software short squeeze as a June trade
The guest argued security software is a compelling trade for June, benefiting from a violent short squeeze amid abundant liquidity and strong underlying business cases.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.