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“they're in a great position for the next era of the AI story. So, uh GCP is growing faster than AWS and Azure. Um Wall Street has basically fully repriced the company um uh as a like a full stack AI w”
@TBPN
Google is positioned as a full-stack AI winner with GCP outgrowing peers and core search queries hitting all-time highs.
GOOGLLONG@ $388.91
EXIT$357.18-8.16%
since call May 19
flipped Jul 10 · held 52d · record frozen at -8.16%
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“Dad books, which this article and some publishing insiders use to describe serious non-fiction books... are reportedly in freefall with sales declining every year... when we have internal meetings to ”
@TBPN
WLY's professional and non-fiction book sales will continue to decline as consumers shift to podcasts.
WLYSHORT@ $42.07
$52.56-24.94%
since call May 19
“We need as many like aluminum boundaries and smelters as we can possibly get. I mean those are way more electricity intensive than data centers... if you tried to spin up a bunch of those, it would ma”
@TBPN
CENX's attempt to build a new US aluminum smelter will face insurmountable energy constraints and pushback.
CENXSHORT@ $59.50
$45.45+23.61%
since call May 19
peak +31.2%
“I think over time as these drugs become generic, um expect them to get much much cheaper. You know, you mentioned RETA, you know, I think that'll, you know, get approved in the in the coming years and”
@TBPN
Ubiquitous, cheap GLP-1s will drastically reduce obesity rates, shrinking the TAM for ResMed's sleep apnea CPAP machines.
RMDSHORT@ $210.23
$206.46+1.79%
since call May 19
peak +9.3%
“we see the problem as this trillion dollar administrative work tax on the American economy. You have four or five trillion that you spend on healthcare, but the fact that 20% of that is spent on labor”
@TBPN
AI agents automate healthcare RCM, destroying the core business model of offshore human labor BPOs.
EXLSSHORT@ $28.85
$34.04-17.97%
since call May 19
peak +10.5%
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