Steven Gunn
101 posts

Steven Gunn
@MasterDaMarket
All views are my own and for informational purposes only. Not financial advice. CFA Level 2 candidate. Not financial advice.












$RGC It is at that level I have been waiting for that usually bounces big off of, last two runs went to near $80 in 2 trading days 👀👀.. I am in at these levels waiting for chart to play out






Got very bullish $ORCL after the $CRWV shit show and $AKAM print. AI native clouds are supply side businesses. Inference is demand side and lives where workloads already run. Akamai already sits in the path with global distribution and massive enterprise traffic. Turning on inference is a toggle. Same with Oracle. The market is overvaluing GPU access and undervaluing embedded infrastructure. Enterprises won’t be moved to CoreWeave in masses. It will be turned on where it already exists, adding another line item to a subscription.














