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23:28LONG
“Orbital data centers are a new, well-funded demand vector for AI silicon, and the GPUs going up are NVIDIA's.”
@TBPN
Orbital data centers are a new, well-funded demand vector for AI silicon, and the GPUs going up are NVIDIA's.
NVDALONG@ $198.60
$199.11+0.25%
since call Apr 22
peak +6.0%
“AI data centers need 24/7 firm clean power; geothermal becomes the under-owned answer, lifting the pure-play.”
@TBPN
AI data centers need 24/7 firm clean power; geothermal becomes the under-owned answer, lifting the pure-play.
ORALONG@ $105.35
$96.93-7.99%
since call Apr 22
peak +2.8%
“I believe in shorting SaaS if I can. … software in general is really in jeopardy”
@TBPN
AI agents commoditize the software layer and break per-seat pricing, compressing SaaS multiples across the sector.
IGVSHORT@ $87.29
$92.79-6.31%
since call Apr 22
peak +2.0%
“I'm bullish on Salesforce puts is what I'm saying. … 80% of software companies are really in trouble.”
@TBPN
Salesforce gets gutted as AI makes legacy SaaS trivially replaceable; buy puts
CRMSHORT@ $193.63
$186.72+3.57%
since call Apr 22
peak +17.6%
TIMESTAMPS
23:28
81:22
102:18
102:50