+4.1%return · 30D
$1,000 follows their calls into $1,041
VT $977
Sep 22Oct 19
- Win rate
- 60%
- Streak
- 1close
- Best call
- Long NVDA324 places since the call
Track record building
- Peak #74
- 11 ranked closes
- Longest streak 10
Oguz Erkan@oguzerkanI think the recent drawdown in AI stocks clearly showed that the market sees overexposure to OpenAI + Anthropic revenues as a big risk. This is another reason why $AMZN is an obvious long here. Only 12-18% of AWS revenues are from OpenAI + Anthropic, yet growing 37% YoY. The
