FreeMega-cap TechV9 min read
Why V still compounds from here
V chart · D
The thesis
Valuation finally rhymes with the growth runway after the de-rate.
The cash engine funds the AI build-out without breaking the model — that's underrated.
What I'm watching
- V cloud growth vs guide
- V cloud growth vs guide
- A clean move through the level I flag below
Positioning
Short on V, 3-10 years horizon. Conviction: High. Regulatory headlines add noise, not thesis breaks.
Opinion, not investment advice. The author may or may not hold positions discussed.
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