Episode

4 calls

Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN

youtube/Jun 27/source only

Latest calls

Meta sentiment is near all-time lows in capital markets, with the market not pricing in any AI come-from-behind

the Meta AI app sitting at 17 in the App Store right now, you know, not nothing. Like the market is clearly not like sending signals like, hey, we're really excited for you guys to like pivot into enterprise

Peak+0.0%

CIBR/long/@johncoogan

Open-source AI hands advanced cyber attack power to everyone, forcing enterprise and government defense spend to accelerate.

all the lab leaders have said open source is like 6 months behind. And so now we're approaching 6 months past the last jump in paradigm and massive cyber capabilities. So those cyber capabilities are coming to fruition in the open source world.

Peak+13.6%

META/long/@johncoogan

Meta gets near zero credit for owning 80% of smart glasses, but the upside is the high-margin ads and Threads engine, not hardware

When I see 7 million pairs of glasses compared to 100 million smartwatches, I feel like this is perfect trajectory. Like, this is great.

Peak+24.5%

MU/long/@johncoogan

OpenAI cornering 40% of DRAM wafer supply structurally tightens memory pricing, lifting the makers' margins.

OpenAI made deals to purchase 40 percent of the global raw undiced DRAM wafer output until 2029. Millions of raw DRAM wafers that cannot be used until they're processed. Smart move going deeper and deeper into the supply chain.

Peak+2.9%

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