From Bullish To Bearish Overnight
28:34–30:06 · 93s
Armina recounts how a holiday breakthrough in AI agents flipped her SaaS view—from publicly bullish in December to shorting names like monday.com in January, booking ~40% in a month.
28:34–30:06 · 93s
Armina recounts how a holiday breakthrough in AI agents flipped her SaaS view—from publicly bullish in December to shorting names like monday.com in January, booking ~40% in a month.
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