MookTrader
15.1K posts

MookTrader
@MookTrader
Ex-Wall St Contrarian Prop Trader. Founder of MookTrader - chatroom for professional & institutional traders. Tweets are not recs., see site Disclaimer.
CA / NY Inscrit le Eylül 2012
45 Abonnements4.4K Abonnés

$BIRD delusional longs need to realize that no ai compute infrastructure will be operational until YEARS away. 1) BIRD is last in line to buy $NVDA gpus behind the hyperscalers and others who have pre-ordered already. Wait is at least 6 months+. If they buy 2ndy market, good luck with keeping down costs as they will pay way over retail for them. 2) Permits for a data center...that gonna take a long time to get. 3) $50M aint gonna get you much ai compute infrastructure. Massive dilution required. My BIRD Target: $3.
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Fishy how $RMSG's Investor Relations emails get bounced back rejected right after you send it:
ir@real.co
#scamalert

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MookTrader retweeté

The market sold $AKAM -17%, $FSLY -22%, $NET -13% because Anthropic launched Managed Agents. The fear: Anthropic is verticalizing — building its own infrastructure stack.
Read the actual product page. Managed Agents is an orchestration layer — it handles sandboxing, session management, tool calling. It does NOT deliver content, run edge compute, or secure endpoints.
The same-day proof the market ignored: Anthropic also signed a multibillion-dollar infrastructure deal with $CRWV. They're not building infra — they're buying more of it.
A Stanford study (via @jaborball) showed a 6x performance gap from the orchestration harness alone. That's what Anthropic is selling at $0.08/session-hour. The harness, not the pipes.
I use these agents daily. Every session fires dozens of API calls, transfers hundreds of megabytes, hits endpoints across the internet. Agents are ravenous infrastructure consumers.
Best entry points: $AKAM at 4.3x and $FSLY at 5.3x forward EV/Sales. $NET is quality but pricier at 22x.
Q1 earnings in the next four weeks will make this obvious.
ovidiususan.com/the-market-doe…
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