SFTBY
3 tracked calls · 3 long · 0 short · last 90d: 3L/0S
first called by All-In Podcast 1mo ago
LONG1mo ago
“Pumper in chief will keep us entertained for the next 15 years
Long live Masa”Zephyr
Masa Son staying at SoftBank 10-15 more years keeps bold tech bets alive, sustaining the hype cycle that drives SoftBank's valuation premium.
SFTBYLONG@ $20.68
$15.25-26.27%
since call Jun 24
LONG1mo ago
“And what happens if they do? Long OpenAI, long SoftBank, maybe short Zoom.”ThreadGuy
If the US bans or further restricts Anthropic, capital and demand flow to OpenAI via its largest backer
SFTBYLONG@ $23.35
$15.25-34.70%
since call Jun 15
LONG1mo ago
“We announced a data center we're building with Softbank Energy and down in Texas. That's the beginning of something that's beyond a CSP”All-In Podcast
OpenAI's built-to-suit Texas data center with SoftBank deepens SoftBank's Stargate exposure
SFTBYLONG@ $27.76
$15.25-45.08%
since call Jun 2