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“When Liberty acquired, there were 3 main areas the sport needed to grow. … you've got to give Drive to Survive and Liberty a tremendous amount of credit”
@TBPN
F1's Drive to Survive era pulls in new fans and sponsors; Liberty's F1 Group rights holder keeps compounding revenue.
FWONKLONG@ $86.09
$99.65+15.76%
since call Apr 27
peak +18.1%
64:27LONG
“since January, it's just like supercharged our ability to execute … nonstop optimizing the customer's model”
@TBPN
AMD inference software is closing the gap on NVIDIA, turning Instinct GPUs into a credible second source and lifting datacenter share.
AMDLONG@ $332.73
$482.46+45.00%
since call Apr 27
peak +67.4%
134:07LONG
“it does seem like we're shifting towards this … the incredible value of inference and capacity, which of course makes the whole data center slowdown ban so…”
@TBPN
If inference capacity decides the AI race, demand for the chips that produce tokens compounds, lifting NVIDIA.
NVDALONG@ $218.23
$199.18-8.73%
since call Apr 27
143:26SHORT
“Manus did everything right. They even moved their entire business to Singapore to comply with US outbound investment restrictions. Their only mistake was that…”
@TBPN
Beijing's fiat crackdown on AI founders chills the whole Chinese tech ecosystem and deepens decoupling, pressuring Chinese tech equity.
BABASHORT@ $129.37
$124.47+3.79%
since call Apr 27
peak +15.5%
144:20SHORT
“China does have a good amount of leverage given that like tens of billions of, of Meta ad spend originates from Chinese company. And so they could put…”
@TBPN
Beijing can weaponize Chinese ad spend over the blocked Manus deal, threatening ~10% of Meta's revenue.
METASHORT@ $666.36
$565.02+15.21%
since call Apr 27
peak +22.0%
TIMESTAMPS
20:13
64:27
134:07
143:26
144:20