DeniaI Prcnk
88 posts
DeniaI Prcnk
@JTDLM
270,000 YT subscribers. Co-Founder of Stock Unlock #1 Best Seller on Amazon https://t.co/Z0o8BAGeXD
Calgary AB Katılım Mart 2011
37 Takip Edilen43 Takipçiler
DeniaI Prcnk retweetledi
I'm not letting these shake outs get to me.
Every business is reporting solid results, and the long-term trend is up.
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DeniaI Prcnk retweetledi
Again, what if software actually benefits from AI?
🤔 $CSU.TO
Adrián, Head of the arena @adrivalue
$CSU.TO Volaris "accelerated" 150+ BUs throughout the year with AI workshops. I'm guessing that they now have ~250 BUs under their umbrella. Perhaps 60%? of Volaris' BUs have benefited from the group's overall learning in AI.
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DeniaI Prcnk retweetledi
Based on $NOW's own projections, the stock could produce 200%+ returns over the next 5 years.
My latest YouTube video explains how.
Here's the link, for those interested!
youtu.be/_rlQqYI0zC0
YouTube
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DeniaI Prcnk retweetledi
Hear me out:
What if software is the largest beneficiary of open source models?
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DeniaI Prcnk retweetledi
This post got a little bit of attention, so I just want to be clear:
I'm a bull on hypserscalers and capex, and I'm actively buying.
But there are risks with every investment, and I think it's wise to identify them.
I've been burned before by not doing so.
Daniel Pronk@PronkDaniel
@ariaradnia - Negative FCF now - Diluting - Raising $56B of debt YTD - "Significantly higher" capex next year - Missed on adjusted EPS - Search growth expected to be lower next Q ^ That's all the bear points I could find. It was still a great Q, but there's things the market didn't like.
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DeniaI Prcnk retweetledi
If $GOOG can't get a positive reaction after those earnings, then the hyperscalers are probably doomed.
May as well just short it all now.
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DeniaI Prcnk retweetledi
Just finished recording my $GOOG earnings video.
Should be out soon.
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DeniaI Prcnk retweetledi
Larry Fink basically told us that hypserscaler earnings are going to be strong again.
The market's going higher.
Every dip is a buying opportunity, in my opinion.
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With the rise of cheap models pressuring Anthropic and OpenAI, the real risk is if they can't pay their commitments to hypserscalers.
And if they can't, how quickly can the gap be filled?
However, it sounds like demand is still far higher than supply.
$AMZN $GOOG $MSFT
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