$1,000 follows their calls into $967
- Win rate
- 45%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #305
- 4 ranked closes
- Longest streak 4
$1,000 follows their calls into $967
LBM_LXXVIII@MF_CamillusSelling after a bogeyman has already revealed itself is hardly a winning strategy. Markets are usually smarter than that... The AI story goes on. Next chapter: Q3 earnings The evidence so far - completely obscured by all the noise - is pretty damn good, particularly from $ASML
LBM_LXXVIII@MF_CamillusIt's frankly ridiculous that AI stocks would sell off on the Q3 numbers attributed to Anthropic First, the numbers were broadly consistent with expectations and point to continued explosive growth in combined OAI + Ant revenues, even if execution differences cause growth to
LBM_LXXVIII@MF_CamillusThe “Anthropic bogeyman” has finally revealed itself: nuanced, and nowhere near the horror story implied by the price action leading up to it All else equal, this should mark the bottom If your supposed edge in maintaining a bearish position was what Anthropic just disclosed,
*Walter Bloomberg@DeItaoneCOREWEAVE BONDS REBOUND SHARPLY AFTER RECENT SELLOFF CoreWeave ($CRWV ) bonds are recovering as buying returns following a sharp selloff driven by concerns over the company's debt. The October 2031 bonds jumped 3.3 cents to 82.8 cents on the dollar, while the June 2030 bonds
LBM_LXXVIII@MF_CamillusIt's frankly ridiculous that AI stocks would sell off on the Q3 numbers attributed to Anthropic First, the numbers were broadly consistent with expectations and point to continued explosive growth in combined OAI + Ant revenues, even if execution differences cause growth to
chatSBC@chat_SBCCRWV/NBIS prob not a bad tactical buy - feels like a local bottom Ant was slowing, now accel in sept, OpenAI taking share, OS still need compute Lots of issues re credit but worries feel peakish
LBM_LXXVIII@MF_CamillusBtw, if current prices are sustained, this wd be the 6th straight decline in $MU shares in as many days A very rare ocurrence (would be the 5th time this decade) The stock is both oversold and cheap
LBM_LXXVIII@MF_Camillus@elonmusk agrees, unless this is not him: "We either build the Terafab or we don't have the chips." "I think maybe memory is an even bigger limiter than AI logic." "But there's a maximum rate at which they're comfortable expanding, and that rate is much less than we would
LBM_LXXVIII@MF_CamillusMaterially bullish for the AI capex cycle
Wall St Engine@wallstengine$ASML Q3’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: €11,662M (Est. €11.56B) 🟢 🔹 EPS: €12.95 (Est. €10.60) 🟢 🔹 Gross Margin: 57.5% (Est. 54.8%) 🟢 🔹 Net Income: €5.0B (Est. €4.06B) 🟢 FY26 Guide: 🔹 Net Sales: €44B-€45B (Est. €43.73B) 🟢 🔹 Gross Margin: ~56% (Est.
