@psyduckcapital · Long ORCL

Psyduck Capital Management@psyduckcapital

Alright, new attempt, so directionally we got: - Anthropic decel but most clients went to OpenAI and maybe others - Muse pushed through Meta channel probably capturing incremental consumer users now Net / net: Overall AI trade growing fine (and $ORCL should blow out earnings)

Consensus Long@ConsensusLong

I get the Anthropic expectations miss - but when you stack OAI and Anthropic together looks like steady MoM $$ growth...

Read asLong ORCL

Since the call—

#151 of 214 rankedThe analyst's rank today

High · 0.98Confidence

Thu, Oct 15Tweeted

Fri, Oct 16 closeCounted from

19% of the basket · day 0fades out by Nov 26

Rank per close

Counts from the Fri, Oct 16 close, which is not scored yet.