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19:57LONG
“I know the market is thrilled that Meta has released a close to frontier level model. Right. This is a new group. They've been at it for less than a year. The…”
@TBPN
Meta ships closed near-frontier model MuseSpark; resolves AI-spend uncertainty, stock up ~8%.
METALONG@ $615.97
$564.99-8.28%
since call Apr 8
peak +11.7%
23:23LONG
“there's a crazy bull case for NVIDIA … the scaling laws holding is the most—”
@TBPN
If AI scaling laws hold, NVIDIA's compounding compute demand justifies a valuation multiples above today.
NVDALONG@ $182.87
$199.37+9.03%
since call Apr 8
peak +18.1%
“paying for an ad encouraging people to pay 6x net asset value for a closed-end fund where the cost to borrow is 400% is one of the things people will remember…”
@TBPN
VCX trades at 6x NAV with 400% borrow cost; premium can't last, normalizes down.
VCXSHORT@ $121.60
$33.58+72.39%
since call Apr 8
peak +73.9%
“Siri is embarrassingly stupid. … Do you want ChatGPT to do it? It's like, why can't Siri do it?”
@TBPN
Siri's failure forced Apple to rent Google's Gemini brain; the model-layer incumbent captures the value, not the startups.
GOOGLLONG@ $323.41
$360.74+11.54%
since call Apr 8
peak +17.5%
“I think the fact that we have a ceasefire and Trump didn't go through with that I think is probably a bit of a save for defense tech in the midst of a boom. ……”
@TBPN
Defense-tech VC pipeline stays open after the ceasefire, so the listed defense-tech basket keeps compounding.
SHLDLONG@ $74.08
$61.85-16.50%
since call Apr 8
“more vulnerabilities discovered means there's more urgency to fix the ecosystem”
@TBPN
LLMs widen the attack surface and uncover more flaws, turning enterprise security from a low priority into urgent spend.
CIBRLONG@ $64.93
$89.74+38.22%
since call Apr 8
peak +45.0%
TIMESTAMPS
19:57
23:23
34:55
52:21
83:09
108:54