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“there's just such overwhelming demand for these products that you could come in as a new company and scale. … the market overall is just growing so quickly…”
@TBPN
GLP-1 telehealth demand is so deep new entrants scale to $400M fast; the listed proxy re-rates up.
HIMSLONG@ $18.68
$27.81+48.93%
since call Apr 2
peak +97.1%
“it's hard to get chips, but think about all of the logistical complexity to actually get location, the energy, the shell, everything built together”
@TBPN
Powered shells, not chips, gate the AI buildout, so the power and cooling supplier captures the bottleneck.
VRTLONG@ $258.41
$236.21-8.59%
since call Apr 2
peak +19.0%
“Blue Owl capped private credit fund redemptions at 5% after steep request levels … they got something like, uh, 21, uh, redemption requests outstanding during…”
@TBPN
Gating its own private-credit funds after a redemption flood reprices Blue Owl's fee base and equity lower.
OWLSHORT@ $8.54
$10.45-22.27%
since call Apr 2
87:45SHORT
“Rigatoni Computing has generously 5 customers and basically no revenue, is worth $4.5 billion. … It's a cold world.”
@TBPN
AI-infra compute names priced on backlog and hype, not profit, mean-revert down as customer concentration and debt bite.
CRWVSHORT@ $81.10
$71.95+11.28%
since call Apr 2
peak +25.9%
“We kind of see ourselves as the operating system. System of security at CrowdStrike. … the AI agent is writing code and it loads a library and inside that…”
@TBPN
CrowdStrike sits as the security OS catching malicious AI-generated code as vibe coding floods the world
CRWDLONG@ $394.12
$190.86-51.57%
since call Apr 2
“USDC has become the most widely transacted digital currency in the world, bigger than anything else basically, and has overpassed, overtaken Tether in terms…”
@TBPN
USDC overtakes Tether and becomes the rails for the agent economy, pushing the monetary base to trillions.
CRCLLONG@ $92.52
$63.41-31.47%
since call Apr 2
176:22LONG
“So working with NVIDIA on, we just announced at GTC, Jensen announced it, this Space Rubin chip. So it's like a slightly mass-optimized, slightly…”
@TBPN
Space data centers become a real category and NVIDIA's Space Rubin chip gives it the leading exposure.
NVDALONG@ $174.50
$199.41+14.28%
since call Apr 2
peak +20.9%
TIMESTAMPS
36:07
50:02
61:01
87:45
124:02
133:24
176:22