biggest clients including Apple You know they just light years above everybody else, so there's gonna be separation in semiconductor companies as well But you're seeing it you're seeing you're gonna continue to see it That's why I love you know keep pushing down your throat buying puts as a strategy because there's a lot of companies I'm seeing that are definitely not gonna meet earnings estimates are way too fucking high guys. They're way way too high Nobody has this right it's gonna be 180 It's gonna be 180 and the lowest on the street right now the base case from Morgan Stanley's 195 the base case for Goldman's 200 right now they're sitting at $237 for next year's earnings they're going to be 180 next year Which means that a lot of companies are gonna do exactly what targeted today? They're gonna warn and lower guidance significantly, which is not priced in and if you get a 14 15% decline in the stock in a day you're gonna make a fortune on these things and if not It's okay, because (28/36)