$1,000 follows their calls into $856
- Win rate
- 40%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #123
- 4 ranked closes
- Longest streak 4
$1,000 follows their calls into $856
Mojo@Mojo_flyinMay read like a stream of consciousness but this is a f***in amazing dissection of how $INTC has the moats to outflank $TSM $AMD $ARM $NVDA and create significant revenue sources. I had talked about the potential of X86 licensing while Gelsinger was still CEO. We're starting to
Mojo@Mojo_flyinWhy is this surprising. I've said before that $AMD will be challenged as $NVDA is in a position of extreme strength and leverage in the ecosystem. Twisting the arms of customers is just one age old tactic. You don't need much imagination to figure out what's going on with
SemiAnalysis@SemiAnalysis_SHOCKING: We have confirmed that multiple Neoclouds have been refused access to GTC Berlin due to them adding AMD GPUs, TPUs, and other chips to their cloud offerings Note that this doesn't apply to hyperscalers, as they have more buying power. But for neoclouds, executives feel

Mojo@Mojo_flyin$AAPL cuts iPhone Pro and Max orders by 15% as demand looks weaker than expected. Looks like even $AAPL brand elasticity is finite.



Mojo@Mojo_flyin$NIO battery swap has 3x the throughput of $BYDDY flash charging. This is not just a swap vs charging speed issue. It is a fully integrated system level advantage $NIO has developed. When L4 ADAS gets approved by the regulator. $NIO has already demonstrated fully driverless
Mojo@Mojo_flyin$NVDA is turning to insurance companies to cover the risk of customer debt to buy their GPUs So now not only are insurance companies on the lending side they will be on the default side covering their own risk. The second risk is $NVDA has already back stopped a couple of large


