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19:36SHORT
“you got to be like disappointed in the price … you're looking at a 10x difference”
@TBPN
Luce priced 10x above rivals flops on demand, exposing Ferrari's EV gamble and pressuring a premium multiple.
RACESHORT@ $335.04
$388.37-15.92%
since call May 26
30:51LONG
“I would take the exact opposite. I think this is going to be more and more like an ultra-luxury brand. Small number of cars at very, very high prices.”
@TBPN
Ferrari stays scarce ultra-luxury through the EV shift; preserved exclusivity protects its premium multiple.
RACELONG@ $335.56
$388.37+15.74%
since call May 26
peak +20.9%
“this company went public before they had ever hosted an event … it did. It's down. Um, I, let's see, it was down 41%.”
@TBPN
Enhanced Games went public before hosting a single event; debut underwhelmed and stock cratered 41%
ENHASHORT@ $3.08
$2.83+8.07%
since call May 26
peak +19.2%
“With how robotics are going from hardcoded to agentic, we're getting faster and cheaper at a faster pace than the industry.”
@TBPN
Enterprise capex shifts from hardcoded conveyors to adaptive multi-robot fulfillment; the orchestration leader compounds.
SYMLONG@ $53.65
$43.25-19.39%
since call May 26
135:35SHORT
“most of their OpEx is going to inference … if you optimize your model usage, that directly flows to your margin”
@TBPN
Routing makes frontier tokens fungible; per-token API pricing power erodes, deflating Anthropic's stretched valuation.
ANTHROPICSHORTIDEA · NOT YET PRICED
TIMESTAMPS
19:36
30:51
45:02
88:57
135:35