@rhouseresearch · Long MSFT

Positive for: Inference providers, neoclouds, data center developers, SpaceX, Microsoft, application-layer (e.g. Harvey) Neutral: Amazon, Google Negative: Anthropic, OpenAI, Broadcom

Negligible Capital@negligible_cap

*NVIDIA IN TALKS TO ACQUIRE REFLECTION AI: FT What’re the odds reflection can reach the frontier with near bottomless compute? Net negative for OpenAI and Anthropic in the long run I’d imagine Jensen’s also already invested $800m into Reflection

Read asLong MSFT+1 more

Since the call—

unrankedThe analyst's rank today

High · 0.98Confidence

Sat, Oct 10Tweeted

Mon, Oct 12 closeCounted from

91% of the basket · day 9fades out by Nov 21

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