$1,000 follows their calls into $902
- Win rate
- 35%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #305
- 4 ranked closes
- Longest streak 4
Basket now
14 positions · Oct 19- SKHY10%
$1,000 follows their calls into $902
LBM_LXXVIII@MF_Camillus"They will be fine" doesnt match AMD's current valuation Not with Nvidia priced where it is and memory makers priced at low single digits P/E $AMD lives in hype territory IMHO
Ben Bajarin@BenBajarinI don't know who needs to hear this but $AMD will be fine and is tracking to outgrow the market. Both their CPUs and GPUs are in a growth cycle.
LBM_LXXVIII@MF_CamillusAnyone parroting neocloud bear porn should take a deep breath and carefully examine the numbers @danroberts0101 is sharing here They're exceptionally informative and make the bull case much harder to dismiss. If these financing structures can serve as a blueprint for other
Daniel Roberts@danroberts0101A lot of questions this week on funding, so here's how a GPU typically gets funded at $IREN. First, the customer signs a multi-year take-or-pay contract and agrees to a prepayment. On our recent 3-year contracts, prepayments have been 45% to 55% of the associated GPU capex.
LBM_LXXVIII@MF_Camillus"They will be fine" doesnt match AMD's current valuation Not with Nvidia priced where it is and memory makers priced at low single digits P/E $AMD lives in bizarre overvalued territory IMHO
Ben Bajarin@BenBajarinI don't know who needs to hear this but $AMD will be fine and is tracking to outgrow the market. Both their CPUs and GPUs are in a growth cycle.
LBM_LXXVIII@MF_CamillusMarket is severely underestimating compute demand for robotics going fwd... "The token demand curve for Robotics will likely create another lever to longer-term data center demand dynamics. Recall we introduced our estimate that demand for tokens would increase 24x in the next 5
LBM_LXXVIII@MF_CamillusPretty well said... "Going back to Finance 101, we see CoreWeave's enterprise value as being directly correlated to the magnitude and durability of the spread between its unlevered IRR and WACC -- and we think investors may be underestimating the magnitude of upward revisions to

LBM_LXXVIII@MF_CamillusI think a lot of non-credit people are getting carried away by $CRWV related bear porn Keeping it simple - credit mkt complexities aside - a very strong argument against pessimistic views is that many deep-pocketed players have sufficient economic incentives to finance or
LBM_LXXVIII@MF_CamillusCoreWeave's debt dynamics are full of nuances. The company has a multitude of financing instruments backed by different contracts, with different maturities, collateral packages, and counterparties of varying credit quality That naturally makes $CRWV a playground for bear