DKNG · DraftKings Inc.DraftKings Inc.
📋 DraftKings' 7% drop is unwarranted due to rare earths restrictions and tariffs because it has no exposure to China; the company is still growing and the drop is a buying opportunity
DraftKings' 7% drop is unwarranted due to rare earths restrictions and tariffs because it has no exposure to China; the company is still growing and the drop is a buying opportunity.
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@mrazqkuki oh god Cathie Wood, get me out of $DKNG
Thesis: Post expresses desire to exit DKNG referencing Cathie Wood, but lacks explicit thesis or evidence.
Started new positions in DKNG, UNH, and AMZN at discounted prices, believing they are least affected by tariffs, especially DraftKings.
source ↗Believes UNH and DKNG are insulated from US-China trade war, took advantage of dip. Expects rate cuts and seasonality to be strong tailwinds.
source ↗DraftKings' 7% drop is unwarranted due to rare earths restrictions and tariffs because it has no exposure to China; the company is still growing and the drop is a buying opportunity.
source ↗No qualifying thesis event for 45+ days.