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32:34LONG
“The bull case is it's potentially the greatest business in history … That actually is accelerated by AI.”
@TBPN
Meta's code-format internal data turns AI capex into a self-improving ad engine, making ad growth more durable.
METALONG@ $588.19
$565.66-3.83%
since call Jun 15
peak +14.8%
37:34LONG
“there's much more tangible near-term drivers here … they're doing $50 billion a gigawatt on Google deal. So how quickly they can add gigawatts really matters.”
@TBPN
SpaceX has near-term tangible drivers: rapid gigawatt compute ramp at $50B/GW and Cursor adoption
SPCXLONG@ $187.60
$109.94-41.40%
since call Jun 15
“they're getting a massive premium for that latency.”
@TBPN
CDNs command pricing premiums delivering low-latency tokens; Akamai's $1.8B Anthropic deal proves it.
AKAMLONG@ $137.13
$115.45-15.81%
since call Jun 15
54:21SHORT
“The next game is what has enduring franchise value.”
@TBPN
AI's scarcity bottleneck is memory; as the constraint resolves, the crowded premium in memory names de-rates.
DRAMSHORT@ $71.54
$51.04+28.65%
since call Jun 15
peak +37.2%
“looking at it from the lens of like having north of 40% of like watch time”
@TBPN
Roku-Fox combine pairs 40%+ connected-TV watch time and younger demo; ad-driven approach pays off.
ROKULONG@ $140.49
$143.40+2.07%
since call Jun 15
peak +2.9%
“We're less than 0.01% of the market share … we have north of $12 billion of ad spend compounding at 70% year over year.”
@TBPN
AppLovin's e-com ad business compounds 70% YoY from under 0.01% share, massive runway untapped.
APPLONG@ $508.90
$400.56-21.29%
since call Jun 15
TIMESTAMPS
32:34
37:34
52:02
54:21
86:25
127:50