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3:21LONG
“It does seem like they monetize gigawatts at a higher rate than anyone else. … If you can energize 2, 3, 4 gigawatts in the next year, that's a lot of revenue.”
@TBPN
SpaceX is the rare iconic compounder, monetizing AI gigawatts at 2-3x peers with near-term revenue catalysts
SPCXLONG@ $189.21
$109.99-41.87%
since call Jun 15
8:03LONG
“Meta's EV to net P/E multiple is in an interesting place … it just suggests that the market has an immense amount of skepticism about their ability to…”
@TBPN
Meta trades at a discount on installed compute because the market doubts it can monetize its GPUs
METALONG@ $583.35
$565.27-3.10%
since call Jun 15
peak +15.2%
17:00LONG
“And if you have all these points of presence and you can deliver really low latency tokens to high value users…”
@TBPN
Content delivery networks command big premiums delivering low-latency tokens at the edge as AI inference grows
NETLONG@ $239.86
$276.21+15.15%
since call Jun 15
peak +23.3%
“the bottleneck trade is kind of nearing its end”
@TBPN
The pumped AI 'bottleneck' small-caps are topping; AAOI, the most extended optical name, rolls over as the premium drains.
AAOISHORT@ $193.30
$92.31+52.25%
since call Jun 15
peak +60.1%
24:01LONG
“And I think they're on this, like, you know, they have this crazy belief that, oh, you know, our own internal chips are good enough. They're not.”
@TBPN
China's domestic AI chips stay generations behind, so Nvidia's hardware-plus-CUDA lead and pricing power hold.
NVDALONG@ $211.87
$199.29-5.94%
since call Jun 15
peak +0.9%
TIMESTAMPS
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