Sell it on this everyone..
zerohedge@zerohedge
*TCI CUT MICROSOFT STAKE TO 1% OF PORTOLIO OVER AI CONCERNS: FT
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Thunderdome Capital
27 posts
@RyeNotBerben @WaterworldCapi1 What's your price target? Lol j/k
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@WaterworldCapi1 ya, on thesis there are more idiots and just me who dont know what they do
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No one wants to hear this but with model providers contracting with CDNs ($akam), this shitco $FSLY is going straight back to the highs...
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I had a dream last night that Jensen turned into the Incredible Hulk and for some reason he was also the creator of the movie franchise.
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I like taking these victory lap tweets periodically just cause I think it's funny. Believe me I don't have a big head and am very humble. No one can rival me in humbleness.
Admiral Waterworld@WaterworldCapi1
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I love how memory bears don't do an ounce of thinking about how the business has structurally changed dramatically in 3 ways and yet are sure we are constantly about to top.
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@evrgn11112231 Fundamentally but you are fighting idiots in Intel...
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@evrgn11112231 It'll be there at higher prices in a year and a half.
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@evrgn11112231 Your view. It's similar to the $META view expressed above.
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@evrgn11112231 Did you know $META is spending a bunch on cap-x? Can't own it bro.
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@madthunderdome @evrgn11112231 Delete this thread right now
This is the top. They’re going down 90%
GIF
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@Dave153707806 Trade ratio tied to HBM, systems sales into complicated systems, and a massive new market with insane new demand.
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