$1,000 follows their calls into $930
- Win rate
- 23%
- Streak
- —
- Best call
- No call read in the last 30 days
Basket now
2 positions · Oct 15- ZETA6%
Calls, newest first
5 calls read- That is every call in the window.
$1,000 follows their calls into $930
bryan@BryzonXAfter riding cyber for so long, I finally sold out today Could go up more but I’m done whistling past the graveyard on this macro backdrop - AI/Semi weakness will drag the market down - Yields - Oil/War - WW2 for individual stocks while indices stay propped up Will
bryan@BryzonX$LMND looks unreal Sellers losing momentum here, won't take a lot of volume for buyers to take control again Investor day in November should spark another run as it seems people have forgotten that their AI data flywheel continues to fire on all cylinders while the business

bryan@BryzonXThe next stock in my “memory wall” basket is $QCOM HBC will be something people talk about real soon Instead of relying on standard HBM heavy architecture like $AMD & $NVDA chips, QCOM's HBC architecture utilizes a near memory computing framework that reduces the distance data

bryan@BryzonX“Anything that helps soften the memory blow will do well for the next year”
bryan@BryzonX$MXL has reached a 5x in the portfolio in our shares only position 🙏 Been a crazy ride from the day I bought it erupting 75% in just a few days I’m still super excited for this company going forward With some great products lined up, this may be the first 10x of the year

bryan@BryzonXStill my largest position from $115 A bet on $AMD is a bet on Lisa Su I'll take that bet everytime
Don’t Follow Shardi B If You Hate Money@ShardiB2I told you all, even non subs, $AMD was one of my biggest positions About to go blue sky.... how can you not own this if you believe in Agentic AI? Also, this is one of my favorite charts before typical huge liftoff
