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12:33LONG
“Fashion-led stealth AI glasses, the Google/Gentle Monster product, become the winning eyewear form factor.”
@TBPN
Fashion-led stealth AI glasses, the Google/Gentle Monster product, become the winning eyewear form factor.
GOOGLLONG@ $393.43
$360.71-8.32%
since call May 20
69:20LONG
“it's trading at 19 times forward, below the S&P 500, which is growing at like 10%. NVIDIA is growing at 80%”
@TBPN
NVIDIA trades at 19x forward below S&P while growing 80%; buybacks re-rate the multiple higher
NVDALONG@ $225.20
$199.28-11.51%
since call May 20
86:28LONG
“their core advertising business is more durable than the Google search engine right now”
@TBPN
Meta's core ad business is more durable than Google Search and keeps compounding; compute capacity is the floor
METALONG@ $608.50
$565.74-7.03%
since call May 20
peak +13.3%
97:28LONG
“if you're paying money internationally … that's where USDC and these other stablecoins are doing really well”
@TBPN
Stablecoins win cross-border, not US domestic, and Circle's USDC is the regulated rail capturing that flow.
CRCLLONG@ $112.42
$63.34-43.65%
since call May 20
TIMESTAMPS
12:33
69:20
86:28
97:28