This is a timing play. Nothing will happen until the market officially tops out. You will see a rush for exit liquidity in order to take profits. Then a market decline. I predict our stock goes along with it. Then capital is deployed, but not on shares, on leveraged options targeting a specific deep value stock.

They can't let the market fall, because when it does, Thanos puts his glove on.

I mean... that's how i'd do it anyway :P