Atreides Management's @​gavinsbaker says the bottleneck trade is nearing its end. "That was the game for the last year. The next game is what has enduring fran

Atreides Management's @​gavinsbaker says the bottleneck trade is nearing its end. "That was the game for the last year. The next game is what has enduring franchise value on the other side of these bottlenecks, whenever that is." [▻](https://video.twimg.com/amplify_video/2066647943151747072/vid/a…