
Marius Băncilă
82.7K posts

Marius Băncilă
@Stock_Marius
Global markets • Credit investing • AI infrastructure Institutional-style research and market analysis. All content shared is for reference only, not financial





Software stocks having a good day. Semis and ai infrastructure stocks not having a good day. Seems like another rotation day based on the premise that open source models will be cheaper for software companies to implement/integrate into their workflows, products, development etc which could accelerate productivity gains and margin expansion however as that adoption and usage accelerates so does the demand for compute… so I think the selloff in many of the ai infrastructure names is misguided because companies switching to open source models doesn’t diminish the need for more compute… it actually increases it. Just my opinion. Feel free to disagree.


















BLOOD IN THE STREETS🩸 $TSLA I have covered this a few times but I CANNOT stress how big $300 is here. If this support doesn't hold we could see Sellers take full control. Major earnings this week as well will play a LARGE impact...























