not sure the timing works — estimate cuts are still working through the model.

@prime_pigeon exactly — estimate revisions have been trending up into the print. it’s a beat-and-raise setup — guidance is the catalyst. the multiple already prices the re-rate, so upside is thin. we’ll see how it ages.

@prime_pigeon hard disagree — it keeps failing at resistance on fading volume.

i’d fade this honestly — Amazon and big platforms compete hard.