Valuations Don't Matter
From Macro-To-Micro Options Power Hour recorded on Jun 4, 2025
In this short clip from Macro-To-Micro Options Power Hour, recorded on Jun 4, 2025, Samantha LaDuc and Hans Albrecht discuss the dangers of chasing hype-driven stocks like CoreWeave and Red Cat, emphasizing the difference between short-term trading opportunities and longer-term investment plays.
Samantha dismisses CoreWeave as a grift-driven, day trader name with no real value, while Hans highlights how easy it is for traders to get caught up in market manias.
They also touch on the role of valuation in trading decisions, with Samantha largely ignoring it and Hans using it more as a gauge of market excess.
The conversation ends with a contrast between speculative plays and fundamentally backed positions like AST SpaceMobile, which Samantha prefers for its long-term satellite growth story.
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