Southern ranger retweetledi
Southern ranger
69 posts

Southern ranger
@ClaskJ
Tech Stock Investor |Strategic Finance Business Partner
Katılım Aralık 2021
235 Takip Edilen37 Takipçiler
Southern ranger retweetledi
Southern ranger retweetledi
Southern ranger retweetledi
Southern ranger retweetledi

Keep an eye on this one ✍️
Rep. Lisa McClain (R) just filed a $50K buy of Bigbear AI
Why is it notable?
1) According to multiple sources, the majority of their revenue comes from Government Contracts
2) This is the first time a Politician ever bought $BBAI
3) $BBAI is down 25% since her buy meaning if you buy you'd get in at better price
Doing more research now, but will continue to keep an eye from here

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And this is exactly why we track the Politicians ✍️
Remember back on 2/14, we flagged Rep. Fleischmann's buy of the Global Uranium ETF $URA
Why?
He sits on 6 committees that oversee Energy including Co-Chairman of the Advanced Nuclear Caucus
Well yesterday Energy Sec. Wright confirmed Trump's admin plans to put real money behind nuclear security
Since then the stock is +57%

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The 3 Drivers of the AI Revolution
1. Compute:
→ Chips: $NVDA $TSM $AVGO $AMD $ASML $ARM
→ Storage: $MU $STX $PSTG $WDC
→ Networking: $CRDO $ALAB $RMBS $CIEN $ANET $CLS $VRT
→ Energy: $BE $TLN $VST $CEG $GEV $OKLO $SMR $LEU $NRG $AMSC $MPWR
→ Data Centers: $NBIS $CRWV $APLD $ORCL $GLXY
$IREN $WULF
2. Data:
→ Data Engineering: $PLTR $INOD $BBAI
→ Content: $RDDT $CRM $META $GOOGL $TSLA
→ Cloud Storage: $DDOG $SNOW $NOW $GTLB $MDB $FFIV
3. Algorithms:
→ Foundation Models: $MSFT AMZN META GOOGL NVDA TSLA

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Southern ranger retweetledi
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Bill Ackman on $UBER
"We continue to believe the market underappreciates the durability of Uber's moat, the magnitude of its earnings growth, and the strategic role it will play in shaping the future of mobility.
We anticipate Uber will generate 30% or greater annual earnings per share growth over the medium term."

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AI hype is now turning to a bubble.
There is a fundamental issue in the business model.
AI labs spent $100 million to train a model in 2023 and they sold premium access for $20/month.
Now they are spending $1 billion to train because of scaling laws and still charging $20/month.
There is no way out.
They can’t scale down as they would lose in competition, they can’t charge $50 because it’ll be inaccessible to most people.
The only way out is that technology should rapidly develop and cost of training should decline drastically.
In that case, they won’t have any advantage and models will be commoditized.
The model is bound to collapse.

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