Jul. 1 at 9:23 PM
Now shifting focus -new setup, same rotation framework:
$RDDT -
$196
• attention + engagement monetization story, high volatility name tied to user growth cycles
$ZETA -
$18
• data-driven marketing platform leveraging AI ad targeting efficiency
$HIMS -
$37
• consumer health + telehealth platform scaling subscription model economics
$BABA -
$98
• China value + AI optionality, sentiment-driven but structurally large cash flow base
$LMND -
$69
• insurtech turnaround narrative, still high beta to growth + profitability expectations
Different tickers, same game: identifying where narrative + liquidity + positioning start to align before the next move expands.
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