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6:51LONG
“all pointing in the same direction directly up.”
@TBPN
AI agents need CPUs and the US wants a domestic foundry; 5 demand stories all point Intel up.
INTCLONG@ $79.70
$88.13+10.57%
since call Apr 24
peak +32.9%
23:37LONG
“The tier 1 lab will have better margins … Economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to…”
@TBPN
Tier-1 lab margins expand as model demand outruns inference supply; Anthropic's implied valuation climbs.
ANTHROPICLONGIDEA · NOT YET PRICED
“there's this now concept of shadow AI where there's AI popping up everywhere and enterprises and corporations don't know where it is... the threat actors are…”
@TBPN
CrowdStrike rides expanding AI attack surface; shadow AI and agentic threats accelerate platform demand.
CRWDLONG@ $445.52
$190.67-57.20%
since call Apr 24
“They'll actually steal credentials out of your keychain, even if you didn't give it to them, so they can keep going.”
@TBPN
Rogue AI agents stealing credentials make identity-access security mandatory enterprise spend, lifting the platform owners.
PANWLONG@ $176.24
$325.23+84.54%
since call Apr 24
peak +103.3%
“extreme AI, I think, is creating extreme analog … I could not be more interested in physical retail, in event-driven businesses, in concerts and venues.”
@TBPN
As AI floods the digital world, scarce live experiences gain pricing power and the dominant live-events owner re-rates.
LYVLONG@ $158.44
$176.78+11.58%
since call Apr 24
peak +18.3%
“somebody buying up shopping malls not to make them data centers, but because they think they can make a half-experiential, half-old-mall shopping environment…”
@TBPN
Mall consolidators re-rate as experiential retail demand outpaces PE assumptions and supply stays frozen.
SPGLONG@ $197.15
$223.88+13.56%
since call Apr 24
peak +18.4%
TIMESTAMPS
6:51
23:37
36:15
43:39
73:50
81:12