Michael Sikand: The Alpha Dried Up in June

Michael Sikand knew the trade was over at the end of June. He didn't act on it. He joins Gav to explain what he saw when every AI infrastructure name was priced to perfection, why memory at a trillion dollars stopped being interesting to him, how the SpaceX IPO quietly pulled liquidity out of space stocks, and where he actually finds ideas before the market catches on. ▶ Follow Michael Sikand: X: https://x.com/michaelsikand YouTube: @MichaelSikand Substack: asymmetricalbets.substack.com ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.