$1,000 follows their calls into $789
PL@plevchenfirst time in ages, probably since tariffs panic (which actually had a fair basis) that I see bearish sentiment so entrenched and the amount of FUD on AI related fundamentals and capex and debt out of line with at least what objective measures of the same are showing at the
PL@plevchenOpen source LLM models usage growing rapidly, yet on current evidence economic share of wallet for $ANTH of OAI continues to grow rapidly, at least in the entreprise segment. Jaevons paradox (1) and economic share of wallet vs total token consumption and share of it
PL@plevchenprob not today tho.. altho $NBIS $RKLB getting there.. if you zoom out to weekly/monthly for $SNDK - theres alot of air underneath.. prob wanna be touch to quite late? fri->mon bearish edge if strong trend day today.. so sunday gapdown / monday am seems like the 5* iteration
PL@plevchen$GOOG so actually negative inflection on profitability of current biz if we remove one-off effects (re-marking its private investments higher so net income is heavily boosted, guess they finally marked up $ANTH bag to fair value). EBITDA inflection (negative) 1st time since at
PL@plevchen$AHLC 4*+ breaking news short mainly due to liquidity. $PENG 3.5* BO on catalyst (ER + guidance beat), in current conditions valid for primarily opening drive
