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5:18LONG
“The search giant is showing its competitive advantage in an area that increasingly matters for artificial intelligence: access to money. … In AI, money talks.”
@TBPN
Capital is the AI moat, and the capital-richest hyperscaler with its own TPUs widens its lead as it outspends rivals.
GOOGLLONG@ $372.22
$360.83-3.06%
since call Jun 2
peak +1.6%
“Has enough optionality for the AI investors, but enough business model durability for Buffett and evaluation that does not require heroic assumptions compared with many semiconductor names.”
@TBPN
Qualcomm offers AI optionality plus Buffett-grade durability without heroic valuation assumptions vs other semis
QCOMLONG@ $238.67
$149.13-37.51%
since call Jun 2
23:28SHORT
“Google raising $80 billion in equity … sucking up some of the AI demand via equity issuance instead of debt before Anthropic and OpenAI go public.”
@TBPN
Google's $80B equity raise drains finite AI capital before the IPO wave, pressuring Anthropic's private valuation.
ANTHROPICSHORTIDEA · NOT YET PRICED
“Berkshire's homebuilder deal is a sign that a prominent investor thinks the housing slump will eventually pass”
@TBPN
Berkshire buys Taylor Morrison at 24% premium; bet US housing slump passes and pent-up demand returns
TMHCLONG@ $72.11
$73.69+2.19%
since call Jun 2
peak +2.2%
“Taylor Morrison is a safer bet in a precarious home building market. The company tends to focus on the higher end of the market, which has performed better.”
@TBPN
Move-up homebuilders are less rate-sensitive than entry-level peers, so the premium segment holds bids as housing stays bifurcated.
PHMLONG@ $115.29
$124.86+8.30%
since call Jun 2
peak +15.2%
“Record whey costs squeeze BellRing margins now while the retail price shock is still ahead, pressuring earnings.”
@TBPN
Record whey costs squeeze BellRing margins now while the retail price shock is still ahead, pressuring earnings.
BRBRSHORT@ $9.03
$12.34-36.68%
since call Jun 2
TIMESTAMPS
5:18
9:08
23:28
32:20
33:21
38:41