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“The risk here is that the AI boom, the the GDP numbers are sort of concentrated in AI capex and data centers. It's not evenly distributed. The real economy is only growing at 0.1%. While the real econ”
@TBPN
Small-caps are highly sensitive to the stagflationary environment of low growth and persistent inflation described in the belief.
IWMSHORT@ $283.42
$295.14-4.13%
since call May 13
“we're going to grow to hundred billion dollars of GMV... compounding at 25%. And every year and we're going to move our profitability target from 3 to 4%... to 3.75 up.”
@TBPN
Affirm is rocketing toward $100 billion in transaction volume at a 25 percent compound rate while permanently raising its baseline profitability.
AFRMLONG@ $68.36
$69.84+2.17%
since call May 13
peak +27.4%
“This AI thing is going to be terrible for the pizza industry cuz famously two pizza team. You only need one pizza teams now. 50% reduction. Short dominoes.”
@TBPN
Domino's faces a structural demand shock as AI coding efficiency shrinks standard engineering groups from two-pizza to one-pizza teams.
DPZSHORT@ $302.59
$352.24-16.41%
since call May 13
peak +1.5%
“United Therapeutics, $25 billion in market cap, traded on the NASDAQ. They're using their own balance sheet to go produce a product, physical product in low Earth orbit... looking for basically change”
@TBPN
United Therapeutics is pioneering zero-gravity drug manufacturing to reformulate IV-drip pulmonary treatments into subcutaneous syringes.
UTHRLONG@ $584.44
$506.15-13.39%
since call May 13
106:19LONG
“I do think what we're going to start to see is more competition in the launch market over the course of the next five years rather than the prior five. Right? Blue Origin... Rocket Lab... definitely h”
@TBPN
Rocket Lab is building the Neutron medium-lift rocket to break SpaceX's launch monopoly and capture a slice of the $7.4 billion alternative launch market.
RKLBLONG@ $133.22
$63.50-52.33%
since call May 13
TIMESTAMPS
63:43
73:23
87:59
95:31
106:19