← Invest Like the BestTrade on Robinhood →Trade on Hyperliquid →Trade on Robinhood →
24:54LONG
“I think the best risk-adjusted returns right now are in public software names, by the way. When you, you know, Warren Buffett says buy when everybody, you…”
@Invest Like the Best
Public software names offer the best risk-adjusted returns now because the market hates the whole sector.
IGVLONG@ $85.69
$92.75+8.23%
since call Mar 24
peak +12.7%
48:37SHORT
“Overhyped, overfrothed. And I believe this AI CapEx bubble will end badly. In a way, I just think people are it's like the telecom bubble all over again.”
@Invest Like the Best
The AI CapEx boom ends badly; spending math doesn't pencil and that crash is the buying signal.
NVDASHORT@ $177.98
$198.88-11.74%
since call Mar 24
“that like agents appear to consume more resources than actually people. And so like some of these consumption-based models, like the growth of companies...…”
@Invest Like the Best
Datadog-style consumption infra software keeps compounding as AI agents burn more resources than people.
DDOGLONG@ $130.90
$271.20+107.19%
since call Mar 24
peak +111.9%
TIMESTAMPS
24:54
48:37
51:15