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“The first one where we felt that has happened is code generation. Yeah, which is, and Cursor, and it's just happened right now in the last 12 months.”
@Invest Like the Best
Anthropic code-gen revenue went $200M to $4B in 12 months, the killer app GA pounces on.
ANTHROPICLONGIDEA · NOT YET PRICED
“The premium for ex-US exceptionalism has never been higher. US public equities are trading at 26 times earnings for a 4% forecasted growth, which is at the…”
@Invest Like the Best
US equities at 26x earnings and 2-sigma rich dollar make ex-US the trade for the next decade.
VXUSLONG@ $74.21
$82.57+11.25%
since call Nov 25
peak +16.2%
31:14SHORT
“total debt to GDP is 125% of GDP. That is the highest of the OECD. It's higher than it was after World War II. Current plans in place, within 5 years we're…”
@Invest Like the Best
US debt path higher than Greece plus no recession since 2009 means froth in US stocks, lighten up.
SP500SHORT@ $6,827.72
$7,364.08-7.86%
since call Nov 25
33:08LONG
“I am highly optimistic that tensions have stabilized and that market conditions are improving. And we've been underweight China for the last 5 years. We just…”
@Invest Like the Best
Tensions stabilizing and cheap valuations mean China innovation is worth picking up after years underweight.
BABALONG@ $157.82
$124.51-21.11%
since call Nov 25
“I invested in the number one investing platform in Brazil when there were only 80,000 people that owned stocks in Brazil. And now 10 million people own stock.…”
@Invest Like the Best
XP took Brazil from 80k stock owners to 10 million, the dominant investing platform GA backed early.
XPLONG@ $17.40
$17.37-0.19%
since call Nov 25
“I know we're going to have a moment where we're all going to wake up and say we've invested too much. I don't know if it's 3 years away or 18 months away. I…”
@Invest Like the Best
AI CapEx funded by cash-rich Magnificent Six, not junk debt, so the wave has more legs.
XYZ100LONG@ $25,290.39
$28,023.30+10.81%
since call Nov 25
peak +19.5%
TIMESTAMPS
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