$1,000 follows their calls into $955
- Win rate
- 50%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #217
- 4 ranked closes
- Longest streak 4
Basket now
10 positions · Oct 14- NBIS4%
$1,000 follows their calls into $955
Markos@MarkosAAIGEOS was already 34% of my portfolio before this news my biggest position. The whole defense sector has been down, but EOS has held up because management keeps executing. And investors focus on the wrong tailwind. I believe this company is going to re-rate hard as it goes from a

Markos@MarkosAAIGEOS was already 34% of my portfolio before this news. my biggest position. The whole defense sector has been down, but EOS has held up because management keeps executing. And investors focus on the wrong tailwind. I believe this company is going to re-rate hard as it goes from

Markos@MarkosAAIGJensen will not only compete head-on with the frontier labs, but also on the ecosystem NVIDIA has build and where competition is trying to build. I see it already with Nemotron on the model side, NVLink Fusion connecting custom silicon into NVIDIA’s infrastructure, Spectrum-X
Zephyr@zephyr_z9It's pretty clear that Nvidia will compete head on with the frontier labs now Jensen is pissed because labs are developing their own ASICs and undercutting Nvidia
Markos@MarkosAAIGI discussed this thesis with @JonahLupton a few times and I also own a small position in $NURS.NE ($NURS.V). We covered Hydreight on our Substack in the beginning of the year and provide quarterly updates on the thesis. What we like is the infrastructure and the scaling
Jonah Lupton@JonahLuptonIf we start to see peptides get moved back to category 1, the two biggest beneficiaries will be $HIMS and $NURS.V Most of you are familiar with $HIMS (~3 million members across multiple continents) so I won't spend time on this one. I've shared my long-term thesis before... I

Markos@MarkosAAIGEos CEO on the 370 mil countrywide contract for Kuwait: “Air defence is being redefined by the drone. Nations can no longer afford to answer low-cost threats with high-cost interceptors, and they need integrated systems that can respond faster than the threat. MARSS’ NiDAR is



Markos@MarkosAAIGAAIG × @InvestingVisual — Depth Made Visual. A sneak peek! AI is opening up investment opportunities across memory, optics, and the infrastructure behind it all. Following these developments often means getting into technical detail to understand what actually matters.
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