$1,000 follows their calls into $913
- Win rate
- 35%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #166
- 6 ranked closes
- Longest streak 6
Basket now
5 positions · Oct 19- BLZE1%
$1,000 follows their calls into $913
Tiernan Ray@TiernanRayTechThe better things get in the outlook of AI suppliers such as TSM, ASML, and Micron, the more it causes people anxiety about where all this spending is heading, and whether it can be sustained. Taiwan Semi sells off on higher spending despite stellar outlook The forecast from

Tiernan Ray@TiernanRayTechKudos to Rishi Jaluria of RBC Capital for his 37-page report modeling what it costs to replace commercial software with DIY AI stuff. A replacement, AI-built version of Microsoft Office, for example, is hypothetically 11 times as expensive as the license cost, $343,000, a big



Tiernan Ray@TiernanRayTechI’m not sure Situational Awareness is the true measure of the AI trade if what they have been holding is mostly warmed-over Bitcoin mining stocks such as RIOT. Situational Awareness didn’t have the greatest stock selection The AI portfolio of allegedly distressed hedge fund

Tiernan Ray@TiernanRayTechI was not impressed when I saw Agentforce two years ago. Apparently, things have not gotten much better in the time since. Salesforce’s Agentforce is fizzling, as I expected True believers in Salesforce’s “agentic AI,” the “Agentforce” offering, are losing hope. Customer

Tiernan Ray@TiernanRayTechI’ve summarized all you have to look forward to, and pay attention to, among ninety-one companies reporting this week. Yes, you could say I find it much more interesting to search the field of companies reporting earnings this week for gems rather than fixate on the nine or ten
