Orchard
$RICK So sector rotation is in effect. Out of AI despite the literal lowest PE and juiciest margins in history. $MU is a beast yet people think 40x $AAPL and $COST are “safe”. Let’s watch Strip Club RICK continue to compound as they soon resume shr buybacks and pay down debt. In less than 8 months they will shrink the shr count to 7.5 mil and EPS will be above $6.00+. Fair value is $72-78, if it traded at $DIS valuation it would be $132.
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