The Analysts

Call · @cernunnoscap · unranked

@cernunnoscap

@cernunnoscap · Fri, Aug 14

Cernunnos Capital@CernunnosCap
$STM Druckenmiller 🤝 Situational Awareness Both quietly buying STMicroelectronics The smart money sees the AI capex cycle expanding past raw GPUs into power semiconductors, edge computing, and real-world robotics hardware. Don't sleep on cyclical inflections with secular AI
21d agoview on X ↗media on X

tweeted Fri, Aug 14 · counted from Mon, Aug 17 close

Read as

Long STM · Medium confidence

Confidence

Medium0.83

Counted from

Mon, Aug 17 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 20 · fades out by Sep 25