There was a time when women, there was

this cultural shift away from structured

bra. For 30 years women have been

wearing structured bras, bras with wires

in them. And kind of who made that

popular, the push-up bra, Victoria's

Secret. But then like, I don't know, 12,

15 years ago, there was this cultural

shift towards the bralette. The bralette

is a bra without wires in it. And so

like, it's a massive cultural shift that

women were going through where they were

going from wired bras to bralettes or in

some cases no bra at all. So I saw a

pickup in the number of people using the

word bralette on social media. And at

first I was like, what the hell is a

bralette? And then I realized what it

was and I went really deep into the

conversation. I was like, oh man, this

this is actually a mega cultural shift.

This is going to be devastating for

Victoria's Secret and it's going to be

awesome for Aerie. Aerie was the first

company to really push bralettes. And so

yeah, I made a long trade on Aerie, made

a short trade on Victoria's Secret.

Again, it's just like seeing the world

unfold and connecting dots.