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“Meta has been a huge beneficiary and a huge winner of AI. The ads are getting better targeting. They're seeing They're delivering more ads and the quarterly…”
@TBPN
Meta is a top AI winner: better ad targeting and more ad delivery driving strong earnings.
METALONG@ $569.36
$565.03-0.76%
since call Apr 7
peak +18.9%
“every other company has been so tied to TSMC”
@TBPN
TSMC stays the AI build-out bottleneck while no rival comes online, so it keeps pricing power and re-rates higher.
TSMLONG@ $342.71
$395.09+15.28%
since call Apr 7
peak +26.0%
“Intel becomes the demand-backed US frontier fab as TSMC underinvests and a chip bottleneck looms.”
@TBPN
Intel becomes the demand-backed US frontier fab as TSMC underinvests and a chip bottleneck looms.
INTCLONG@ $52.49
$88.15+67.94%
since call Apr 7
peak +109.1%
“clearly there is insatiable demand for frontier tokens, frontier models. … just staying on the frontier clearly leads to an incredible ramp in revenue.”
@TBPN
Frontier demand is insatiable, not commoditized; Anthropic's run rate tripled to $30B, lifting its implied valuation.
ANTHROPICLONGIDEA · NOT YET PRICED
173:33SHORT
“There's something about AI that feels a lot more disruptive. … what if your model”
@TBPN
AI agents compress per-seat demand; the highest-multiple legacy SaaS incumbent keeps re-rating lower.
NOWSHORT@ $100.38
$110.02-9.60%
since call Apr 7
peak +8.6%
“There's something about AI that feels a lot more disruptive. … what if your model, not today, but in 2 years, can just build you a Workday right off the bat”
@TBPN
AI could fully wipe out legacy SaaS like Workday as models build replacements off the bat
WDAYSHORT@ $129.51
$156.87-21.13%
since call Apr 7
“Jack, came out and just said, no, I'm pivoting the entire infrastructure of this company for an AI era. We think you're going to need to be remote … because…”
@TBPN
Square is repositioning hard for the AI era with remote-first small teams, framed as a winner approach
XYZLONG@ $60.45
$79.65+31.75%
since call Apr 7
peak +39.7%
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