Invest Like the Best
Verified record/TRACE receipts
Score36W·L0·2Win0%
Avg+9.6%Win52%
Shows
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Top tickers
AVGO2 calls
SHLD1 calls
NVDA1 calls
BE1 calls
CRM1 calls
VIXY1 calls
Speaker record
SHLD/long/iltb
VC is flooding defense-tech at record pace, re-rating the whole listed defense basket, not just one name.
if you're willing to say, I am never going to to invest in weapons. Well, then you're going to miss out on a generational amount of investing that's happening right now in the venture community.
Peak+1.4%
AVGO/long/iltb
Compute deflates faster than memory, so purpose-built inference silicon takes share from general GPUs.
As time goes on, you'll end up finding that math gets cheaper at a rate that is faster than memory gets cheaper. You should go ahead and think about how can I make my model use a huge, huge amount of compute?
Peak+5.2%
AVGO/long/iltb
Inference becomes the biggest market in the world, the firm producing most tokens wins
We know inference is going to be the biggest market in the world. Whoever produces the most tokens is going to be the most valuable company in the world.
Peak+8.6%
NVDA/long/iltb
NVIDIA stays the best chip because only a dedicated single-product chipmaker takes the real risk to win