← TBPNTrade on Hyperliquid →Trade on Hyperliquid →Trade on Robinhood →Trade on Robinhood →
22:31LONG
“Ternus is taking over Apple at a time when the company has largely sat on the sidelines of the AI race, going so far as to outsource the technology powering…”
@TBPN
Apple outsourcing Siri's brain to Gemini hands Google the iPhone AI distribution win and confirms model leadership.
GOOGLLONG@ $338.42
$361.09+6.70%
since call Apr 21
peak +12.0%
“Top line is growing for the Oracle database. … it is growing, which is, I think, narrative violation that I think a lot of people would take.”
@TBPN
Oracle's core database keeps growing, not dying; if the market re-rates it as durable, the multiple expands.
ORCLLONG@ $185.49
$127.48-31.27%
since call Apr 21
54:29LONG
“There are 6 major Apple products in development right now, 6 major new product categories … Ternus was hired because they believe that he is going to be able…”
@TBPN
Ternus-led Apple sharpens product focus with 6 new categories in pipeline; bullish long-term
AAPLLONG@ $270.60
$302.99+11.97%
since call Apr 21
peak +28.6%
“we think we've got the first project, financable nuclear project … that actually accelerates our commercial operation date with confidence.”
@TBPN
A financeable gas-to-nuclear conversion model pulls SMR deployment forward, lifting demand for the turbine and reactor maker on both ends.
GEVLONG@ $1,002.70
$973.41-2.92%
since call Apr 21
peak +10.9%
TIMESTAMPS
22:31
31:04
54:29
132:48