← TBPNTrade on Robinhood →
“Rushed to gain exposure to one of the AI boom's most critical bottlenecks... Instead, now you can just head to the NASDAQ and get your ADR shares in SK Hynix.”
@TBPN
The memory chip giant just raised over $26 billion in a US listing, opening the floodgates for American investors to buy the critical AI bottleneck.
SKHYLONG@ $171.94
$168.95-1.74%
since call Jul 10
“We believe Meta is the only hyperscaler slash Neolab on track to be world at all three and therefore has the best chance of catching up with Anthropics slash OpenAI”
@TBPN
Meta just restructured 3,000 engineers to generate high-quality training data internally, securing the final missing link to rival OpenAI in the AI race.
METALONG@ $669.21
EXIT$585.61-12.49%
since call Jul 10
peak +2.2%
flipped Jul 29 · held 19d · record frozen at -12.49%
Trade on Robinhood →
“They're essentially saying that Gemini doesn't have, because Gemini has compute and data. They're effectively saying Gemini does not have talent.”
@TBPN
Google is bleeding elite AI engineers to rivals, crippling its Gemini model development and vaporizing 200 billion in market value as top talent flees.
GOOGLSHORT@ $357.18
EXIT$317.93+10.99%
since call Jul 10
peak +11.4%
flipped Jul 22 · held 12d · record frozen at +10.99%
Trade on Robinhood →TIMESTAMPS
05:06
32:12
34:01