$1,000 follows their calls into $877
Jared@jwat_5I highly recommend anyone interested in the edge AI data center space, i.e., modular data centers designed for inference, to go back and listen to the $DUOT Q1 earnings call. They were already funded for the 25 MW coming online this year with Hydra Host and a "leading global
Jared@jwat_5Catching up on $DUOT SEC filings. Duos secured $98.1M in GPU-backed financing from https://t.co/5rgM9jIJVT to support their deployment of Nvidia B300s for Hydra Host. https://t.co/5rgM9jIJVT is interesting. Looks like a decentralized stablecoin lending network specifically for
Jared@jwat_5Big win for $MBLY this morning. Despite Mobileye having secured a design win across nearly every VW Group model for the next 5+ years (VW, Skoda, Audi, Porsche, Bentley, etc.) – Bosch and Cariad (VW's software unit) were attempting to design an L2+ system in parallel. In
www.reuters.comVolkswagen plans to end automated driving tie-up with Bosch, Bild reportsGerman carmaker Volkswagen plans to end its automated driving tie-up with auto supplier Bosch as part of a wider push to cut costs and boost competitiveness, Germany's Bild newspaper reported on...Jared@jwat_5June Portfolio Update Performance: 29.1% YTD, 49.6% 1Y, 84.2% 2Y vs S&P500: 9.3%, 21.3%, 39.8% Portfolio Tilt: Rotated out of passive crypto beta $IBIT and the last sliver of a large-cap semicap trade $KLAC, redeploying into higher-conviction, owned themes. Scaled up the
Jared@jwat_5September Portfolio Update Performance: 23.9% YTD, 87.2% 2Y vs S&P500: 15.2%, 39.4% Investment Memo > $NTSK: https://t.co/7dmxbOeqOS > $META: Bit of a laggard amongst the hyperscalers. Valuation is reasonable. Bullish on capex now that it's going to something I can
Jared@jwat_5New position in $NTSK. FY27 guide implies revenue acceleration from 24% to 25.5%. I see their NewEdge data center presence – 125 locations across 80 regions – as a defensible physical infrastructure moat, which isn't necessarily common in SaaS or cybersecurity. I also like the
