+10.4%return · 30D
$1,000 follows their calls into $1,104
VT $1,004
Sep 16Oct 15
- Win rate
- 73%
- Streak
- 10closes
- Best call
- Exit MSFT7 places since the call
Track record building
- Peak #47
- 10 ranked closes
- Longest streak 10
Tannor Manson@FuturenvestingStrap in for another wave of AI spending fears. OpenAI says ARR is closer to $50b vs expectations of $70b. This is going to scare many of the cloud names, but especially $MSFT & $ORCL, which have close ties to OpenAI specifically.
*Walter Bloomberg@DeItaoneOPENAI RECENTLY TOLD INVESTORS ITS REVENUES WERE APPROACHING $50BN ON AN ANNUALISED BASIS AT END OF SEPTEMBER, FAR SHORT OF THE $70BN REPORTED - FT
