Asymmetric Bets

Asymmetric Bets@UncleAlpha007

$brun 👀 $100 12-18 months

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Asymmetric Bets@UncleAlpha007

$crm $230 after hours — pretty obvious gift in June trading at 10x LFCF lol

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Asymmetric Bets@UncleAlpha007

FWIW, $brun could hit a similar revenue target as Lambda has by 1Q28 if $brun $4.5B purchase order agreement goes through (as mgmt indicates on recent earnings call it should)… even assuming dilution, points to a share price above $100 by 1Q28. $crwv $nbis $iren $shaz

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Asymmetric Bets@UncleAlpha007

$vsxy valuation is insane, obvious short

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Asymmetric Bets@UncleAlpha007

$brun is a no brainer https://t.co/JYCWH42E9j

tweeted Fri, Aug 14 · counted from Mon, Aug 17 close

Asymmetric Bets@UncleAlpha007

AWS had 2GW in 2022 according to Grok. AWS was valued around $800B in 2022 by most sell-side sum of the parts. $crwv will have double that soon at a valuation nowhere close (1/10th) This goes back to my prior post: very few people on Wall Street model unit economics out ten

tweeted Thu, Aug 13 · counted from Fri, Aug 14 close

Asymmetric Bets@UncleAlpha007

$brun this is a very good analysis. I’ll add a couple points 1. $brun is growing way faster off a lower base than $NBIS so even if you say $NBIS is a better business (likely true), you still need to adjust for the fact that $brun is earning 30%+ roic growing arr 45x YoY vs

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

Asymmetric Bets@UncleAlpha007

Smart dude alert 🚨 This post is spot on. SAP is going to win because BDC — the amount of companies/customers out of compliance now is MASSIVE — customers are pulling data out of $sap to snowflake/databricks etc and SAP is just now trying to break the news “lightly” that you

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close