If tobi had just been following me on twitter this $shop drama all could have been avoided.

the-razors-edge.ghost.io/razors-edge-th…

I talk to people at large firms that have tried to make AI useful to analysts and PMs spending tons of money on it. It's still not useful.

The reality is the people claiming they have incredible AI setups that are proprietary or useful in their investing process are marketing.

Yep.

Razor's Edge: Schrödinger’s AI Compute Box Dilemma the-razors-edge.ghost.io/razors-edge-sc…

$amd is cooked

Basically go long bs narratives and then turn around and short them. Only risk is drinking ur own kool-aid.

Guys $net just reported the greatest pod quarter in history and it cant shake multiple compression and your still long $RBRK ....godspeed.

You might need to be a 5 tool stock player again.

The narrative tard era in software might be ending

$axon i'd like to congratulate the bulls one more time

If $net is gonna trade like that u really really shud short $rbrk

This is increasingly problem w mkt. Is the stock mkt a speedometer? What point does rate of change of rev growth not as important as what the biz worth? Shud net be worth more than $snow $ddog $now? If i started a biz tmrw and hit $1bl rev next day wud i have highest multiple or lowest?

$net problem is ur $now mkt cap w $GTLB fcf profile...and ur key growth act from here is a very crowded infra space... $pltr on its way to 10bl fcf ...u cant be 1/3 its mkt cap

$net i think the stock very dangerous here...its basically a customer surplus infra company.. needed to show $pltr type accel and just not there

$net missed...my rev estimate that is :)

$team they are all one stonk

Why $RBRK? Because it has been the best narrative seller w the worst fundamentals. So, if u gonna smoke $ddog $snow $net etc this shud already be $80

$RBRK great short here still

Caught me a cybershort!!

$wolf First actual operational inflection quarter for these guys. Not the tape for trading this crap obviously but also kind of hard to ignore.

$meta u think this can make new 52wk high by the close?

Mags always been known for dominating one giant slice and that's driven premiums in valuation.
$AMZN Global commerce/digital infra
$GOOG search
$meta social
$aapl devices
$msft entp soft/consumer produc

Now u have in AI digital infra $amzn $msft $GOOG $orcl $SPCX $meta and dozens smaller players...which means whoever has most value derived outside of this likely gets most multiple. Apple clearly has that still, amzn i think actually doing better on fact its not so tied to aws ai, msft cleanest, meta has obviously amazing case to be the best of this.