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42:17LONG
“Figma, uh, crushed their Q1 46% year-over-year revenue growth, accelerating for the second straight quarter. … net dollar retention rate of 139%, our highest rate in over 2 years, and they raised thei”
@TBPN
Figma's accelerating 46% growth and 139% NDR are mispriced by terminal-multiple pessimism that reverses up.
FIGLONG@ $23.33
$24.43+4.74%
since call May 15
peak +10.2%
“Micron, I think, was one that's up 790%, but forward earnings are up 2,000%. … the multiple on forward earnings is actually compressing.”
@TBPN
Micron's earnings are exploding on sold-out HBM while the stock lags; the valuation gap closes upward.
MULONG@ $754.46
$811.95+7.62%
since call May 15
peak +36.6%
“Every car company is like 10 years behind Tesla. … Every self-driving technology in any other car is just 10 years behind Tesla still.”
@TBPN
FSD lead is structural: every other automaker is 10 years behind Tesla on self-driving and onboard compute.
TSLALONG@ $426.28
$313.60-26.43%
since call May 15
102:12LONG
“Ackman's whole thing now is just buying Mag7 names that have traded off … He did this with Meta”
@TBPN
Ackman's Mag7 dip-buy playbook lands on Microsoft, down 15% YTD on AI narrative not fundamentals; rebound setup.
MSFTLONG@ $416.19
$470.74+13.11%
since call May 15
peak +13.1%
104:02LONG
“every pixel of their entire family of apps is monetizable … by launching Instants, Instagram is trying to rebuild that casual sharing of their user base”
@TBPN
Meta bullish; every pixel of its apps is monetizable and new Instants feature rebuilds casual sharing
METALONG@ $602.92
$565.23-6.25%
since call May 15
peak +11.3%
TIMESTAMPS
42:17
44:55
93:48
102:12
104:02