Member-written theses with a clear stance. Publish yours and build a track record.
The earnings beats are real, but the guidance dispersion matters more. When the market pays 30x forward for names guiding to decelerating growth, the margin for error is thin. I'm not short — I'm underweight and patient. Give me a 15% drawdown and a reset in expectations, and the same names become interesting again. Price is what you pay; value is what you get.