Bnh91

@partners_road Yes, I clearly don't know what I am doing holding $mu long from sub $100 🙄

@WJ21331 Probably best to stick to your SaaS stocks.

I went to a Columbia Bus School event this wk. 2-yr MBA’s pitch their best ideas to some judges. One of the 4 finalists pitched Micron $MU long (yes, long), arguing that memory was no longer cyclical. Fact: $MU will trade at 1.2x book value again at some point in the future.

@Kiwi_Investor Looking forward to the next +200% in NET... Everytime the peanut gallery on here start bashing Prince it's not far from happening (see 👇) x.com/i/status/17461…

Exactly why I sold $NET. I only want to invest in companies that I think I'd like to work for.

@OnodaCapital Global GDP in 2026 is estimated to be ~$126Trillion?

Memory *profits* running at just over 1% of GDP

@JohnKutay Stop embarrassing yourself

Telling the market you need to “restructure” for AI is effectively signaling a 50/50 bet on going to zero. Most IR teams still don’t seem to understand this.

$mu not your father's Dram cycle

@ContrarianCurse $mu "flipped it short". You and @TBU12345678 just love getting cooked in this generational memory run, huh?

@ContrarianCurse I see you came to the realization you were wrong after blocking me for trying to explain to you what was going on. Happy for you x.com/i/status/20122…

$MU sold the chunk I bought in the low 300s, flipped it short

@alainarbitrage @ContrarianCurse 💀💀 💀

@ContrarianCurse Margin called yet?

$MU there is no other stock I get more hate on even half suggesting bearishness than this one. You guys need to fucking chill. I just made 75% in under 8 weeks and excuse me for having a little caution when they are about to report mid 80s gross margin and we are already 10x previous cycle peak for EPS ITS DIFFERENT THIS TIME Yea I see that, hence the $105 in EPS, you aren’t really Sherlock Holmes there anymore

👀 iykyk

Last week I argued that the edge infrastructure sell-off ($AKAM -17%, $FSLY -22%, $NET -13%) after Anthropic's Managed Agents launch was a category error — agents consume infrastructure, they don't replace it. I've been pulling together research from @SemiAnalysis, Deloitte, Sacra, and Anthropic's own CEO to stress-test that view. Here's the full picture. The demand side is unambiguous. Inference now accounts for ~2/3 of all AI compute, up from 1/3 in 2023 (Deloitte 2026 TMT Predictions). The reason: a chatbot query takes seconds, an agent session runs for hours. GPU rental prices are up 40% since October — H100 one-year contracts from $1.70 to $2.35/hr (per @SemiAnalysis's rental price index). On-demand capacity is sold out across every instance type. All Blackwell booked through September 2026. Anthropic itself is exhibit A. Per Sacra, their revenue tripled from $9B to $30B annualized in four months. They signed a multibillion-dollar infrastructure deal with $CRWV on the same day they launched Managed Agents. They are one of the biggest infrastructure buyers on the planet — and their product creates more buyers. The bear case: at this scarcity level, won't Anthropic eventually build its own infrastructure? Listen to what Dario Amodei actually says. In his @dwaborshel interview: "If you're off by only a year, you destroy yourselves." "If my revenue is not $1 trillion, if it's even $800 billion, there's no force on earth that could stop me from going bankrupt." This is a CEO who models the bankruptcy scenario from overcommitting on fixed infrastructure. He's "buying a hell of a lot" — but buying is variable cost, not data center ownership with 3-5 year build cycles. He explicitly contrasts his approach with competitors who "YOLO" spending. The reality is it's not binary. The TAM is so massive there's room for both building and buying. But buying is faster — and when you're tripling in four months, speed is survival. The companies with the most financial discipline will keep buying from third-party providers for the foreseeable future. I use these agents daily. Every session floods the pipes with API calls, data transfer, and compute. The sell-off priced this as zero-sum disruption. The GPU data, Anthropic's own behavior, and their CEO's own words all say the same thing: infrastructure demand is accelerating, not being displaced. Q1 earnings for $FSLY (May 6), $NET, and $AKAM in the next few weeks will make this concrete. Full analysis: ovidiususan.com/the-market-doe…

@ChrisRetford @menhguin Looking at the sales multiple based on '25 sales in April '26 🤔. It's under 20x NTM already

@menhguin And it's still trading at ~145x forward earnings and ~27x sales. What a bargain

>everyone will have a machine gun >let's sell the bulletproof vest company

$net $17B of value gone in 1 day after Anthropic Managed Agents announcement

@TBU12345678 You posted the same thing last Q and the stock has doubled since then x.com/i/status/20014…

@TBU12345678 You really don't know when to take an L do you

$mu completely different tune from Sammy than past cycles when they were happy flooding the market into massive gluts. If the 3 players continue to show discipline like they should they will be printing big $$ for several years

@DeepSailCapital @WaterworldCapi1 Growth slowing to 20%?

@WaterworldCapi1 $NET is valued as a next-gen cloud platform, but most of its revenue still comes from commoditizing networking and security services with pricing pressure and competition. Growth slowing to 20%, valuation way too high.

What's your favorite software short and why?

$axon I am in disbelief at the $14.5 bookings number reported. Shows how ridiculous this looney tune market has been

@dollarsanddata TSA Pre check costs less than $20/yr... How is this an Upper middle class thing?

TSA precheck is now back. Took less than 4 hours. Funny how anything that affects the upper middle class is fixed immediately

@akramsrazor @draecomino Multiple which is high due to AI Agents possibly taking over the world should compress due to this static code linter tool announcement?

@draecomino its 30x rev so u never get to laugh defending it

Long Cloudflare $NET on this hilarious Claude Code Security induced sell off. Full thesis coming this weekend.

@Chasingpaperbro @Contra_Club_ Potential threat to their income stream is what this is? 😂

that’s 1 way of putting it or you could say news of potential threat to these companies income stream killed their upward momentum! Chart has nothing to do with why it rejected IMO news driven..no news stock keeps rising; bad news comes out stocks go down…sake happened to nvda deep seek

$CRWD and $NET nasty rejections. I tried to long NET earlier in the day thankfully stopped out before it escalated