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12:43LONG
“Threads is probably more exciting to the core business and to the financial outcomes.”
@TBPN · John Coogan
Meta gets near zero credit for owning 80% of smart glasses, but the upside is the high-margin ads and Threads engine, not hardware
METALONG@ $544.93
$565.73+3.82%
since call Jun 27
peak +24.3%
18:09SHORT
“this would be an absolutely incredible come-from-behind story … the market is saying like, no, they're not pricing it in”
@TBPN · Jordi Hays
Meta sentiment is near all-time lows in capital markets, with the market not pricing in any AI come-from-behind
METASHORT@ $544.93
$565.73-3.82%
since call Jun 27
peak +3.8%
25:01LONG
“all the lab leaders have said open source is like 6 months behind. And so now we're approaching 6 months past the last jump in paradigm and massive cyber…”
@TBPN · John Coogan
Open-source AI hands advanced cyber attack power to everyone, forcing enterprise and government defense spend to accelerate.
CIBRLONG@ $84.68
$89.88+6.14%
since call Jun 27
peak +11.6%
29:51LONG
“OpenAI made deals to purchase 40 percent of the global raw undiced DRAM wafer output until 2029.”
@TBPN · John Coogan
OpenAI cornering 40% of DRAM wafer supply structurally tightens memory pricing, lifting the makers' margins.
MULONG@ $1,155.60
$810.70-29.85%
since call Jun 27
TIMESTAMPS
12:43
18:09
25:01
29:51