Speculative and overvalued companies like Coreweave, Irene, and MSTR, which saw significant pumps in 2025 and early 2026, are unsustainable and will experience a drop, making them good shorting opportunities upon confirmation of reversal.
"Coreweave is up 12%. Do you think it's sustainable? Irene is up 11%. How long until they all begin to drop? That's the part that I'm most excited for is that identify overvalued stocks that are shitty companies. MSTR, Cororeweave, Irene, all these companies either lose hundreds of millions of dollars or are not actually growing as a business, but they they were popping off right all of 2025. So, anytime that they pop off, I let them run. I let them become overbought. And then once we get confirmation of that reversal, we end up shorting them."