@mf_camillus · Long NVDA

It's frankly ridiculous that AI stocks would sell off on the Q3 numbers attributed to Anthropic First, the numbers were broadly consistent with expectations and point to continued explosive growth in combined OAI + Ant revenues, even if execution differences cause growth to

chatSBC@chat_SBC

CRWV/NBIS prob not a bad tactical buy - feels like a local bottom Ant was slowing, now accel in sept, OpenAI taking share, OS still need compute Lots of issues re credit but worries feel peakish

Read asLong NVDA+1 more

Since the call—

unrankedThe analyst's rank today

High · 0.98Confidence

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Fri, Oct 16 closeCounted from

22% of the basket · day 4fades out by Nov 26

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