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“the last time this happened was Long Island Iced Tea … The stock surged immediately after the announcement”
@TBPN
Shell-company AI rebrands pump on the headline then fade; BIRD's GPU pivot follows the Long Blockchain arc down.
BIRDSHORT@ $18.28
$2.24+87.72%
since call Apr 15
peak +87.7%
50:01LONG
“GLP-1s have a bunch of downstream effects. … We invest in companies that ultimately take share because of a world where GLP-1s are important.”
@TBPN
A GLP-1 world rewires consumer health spending toward platforms that own the behavior shift; HIMS takes that share.
HIMSLONG@ $23.19
$27.83+20.01%
since call Apr 15
peak +60.3%
“the stock has been trading down as Waymo and Tesla expanded services. It sold off, Uber sold off. And when Waymo raised $16 billion, Uber sold off again...…”
@TBPN
AV expansion erodes Uber's take-rate model and forces defensive capex, pressuring the stock lower.
UBERSHORT@ $79.54
$71.48+10.13%
since call Apr 15
peak +15.3%
91:50LONG
“people are using them as GoPros … I know a lot of people that use them as AirPods replacements”
@TBPN
Meta smart glasses get real consumer adoption as cameras and audio devices even before AI features mature.
METALONG@ $687.14
$565.55-17.69%
since call Apr 15
peak +1.7%
“Apple isn't burning mountains of cash on GPUs or investing billions into Frontier Labs, but it still may win the AI race … they have partnerships with OpenAI,…”
@TBPN
Apple wins the AI race from the sidelines: no GPU cash bonfire, just partnerships and devices like AI glasses.
AAPLLONG@ $262.06
$303.47+15.80%
since call Apr 15
peak +29.8%
“I think there's going to be a reckoning … you have so many fundamentally good companies in the public markets getting completely slaughtered. Meanwhile, all…”
@TBPN
Listed private-tech fund trades at a fat premium to NAV; real IPO marks force that premium to deflate.
DXYZSHORT@ $29.22
$22.56+22.81%
since call Apr 15
peak +29.2%
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