Today's recap. $ODYS: shared with subs at 360k, went 10x to 3.6M. $WIF: shared at 400k, went 10x to 4M, then nuked. It under-delivered on what we expected. We did warn about a potential sell-the-news yesterday, but I'm still not happy about it, so not celebrating anything today. We're looking for non-consensus projects, so always keep in mind that these are risky bets. The outlook on a thesis can flip completely between two messages.
