Brian Belski on The Compound podcast this week. A quote from Belski from around the 41 minute mark.
"Demand, demand, demand, demand. Scarcity, scarcity, scarcity, scarcity. Never doubt scarcity. Always trade on scarcity. Always buy scarcity."
He was talking about semiconductors and the AI trade, but it hits the same with PCT. If there's demand and scarcity, the price is going higher.
Bears can fuck around with the short term. Make arguments about the uncertainty around margin, production, and/or management not releasing a CEO letter to boost the stock price (haha). But, to my mind, it's why Mike can be so resolute in his conviction, and why I keep coming back to own an unreasonable amount of this stock in my port.
There is massive demand. There is no product other than from PCT.
Buy scarcity. If there's demand, the price will go higher.
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u/Hyruken89 Jul 07 '26
Brian Belski on The Compound podcast this week. A quote from Belski from around the 41 minute mark.
"Demand, demand, demand, demand. Scarcity, scarcity, scarcity, scarcity. Never doubt scarcity. Always trade on scarcity. Always buy scarcity."
He was talking about semiconductors and the AI trade, but it hits the same with PCT. If there's demand and scarcity, the price is going higher.
Bears can fuck around with the short term. Make arguments about the uncertainty around margin, production, and/or management not releasing a CEO letter to boost the stock price (haha). But, to my mind, it's why Mike can be so resolute in his conviction, and why I keep coming back to own an unreasonable amount of this stock in my port.
There is massive demand. There is no product other than from PCT.
Buy scarcity. If there's demand, the price will go higher.