-1.3%return · 30D
$1,000 follows their calls into $987
VT $977
Sep 22Oct 19
- Win rate
- 65%
- Streak
- —
- Best call
- No call read in the last 30 days
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
