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Daniel Sundheim - AISO Trace

Daniel Sundheim

3 calls

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Score—W·L0·0Win—

Daniel Sundheim

@dsundheim/guest

Avg+100.8%Win67%

Shows

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Top tickers

ANTHROPIC1 calls

CRWV1 calls

SP5001 calls

TSM1 calls

IGV1 calls

EWJ1 calls

OPENAI1 calls

AMZN1 calls

TSLA1 calls

ITA1 calls

Speaker record

ANTHROPIC/long/iltb

Anthropic is winning AI by going all-in on enterprise coding, now the market leader where it once looked like the No. 2 player

And the pattern recognition, to answer your question, for me on Anthropic was just reading Dario's essays and listening to him on podcasts.

Peak+230.0%

CRWV/long/iltb

Neoclouds survive and matter because they run GPU clusters and inference better than traditional hyperscalers

I certainly would not make the case that they are fantastic businesses, but I don't think they're going away like people thought because I think they're better at running GPU clusters than the traditional hyperscalers are.

Peak+51.7%

SP500/long/iltb

AI drives a productivity boom that delivers strong growth with disinflation, the nirvana setup for markets

I'm most optimistic in economic growth. It has to be the case that if you believe in scaling laws and you believe in AI, that economic growth will be very powerful.

Peak+11.1%

TSM/short/

iltb

A US-China clash over Taiwan semiconductors is a depression-grade tail risk that AI only raises the stakes on

I think we are on a collision course with China over semiconductors... to the extent that we don't figure that out, I think, you know, we're going to have something akin to the Great Depression.

Peak+18.3%

IGV/short/iltb

Software stocks become a worse business and the first real AI short as vibe-coding erodes everything but systems of record

there haven't been any shorts in AI... there was like basically no shorts prior to 2026, really... In our letter, I said like there are going to be a lot of shorts, some longs because of AI and Software is the first one.

Peak+5.7%

EWJ/long/iltb

Japan and Korea hard-asset and engineering companies are underpriced as Asia rearms and defense spending rises

I think there's really interesting things happening in Asia... Japan's probably going to become a military power at some point in the future again.

Peak+6.7%

OPENAI/long/iltb

OpenAI's do-everything strategy risks mastering nothing, but its consumer lead and coming ads engine make it a durable winner

when we first invested in OpenAI... we invested originally at the $125 billion round. So I don't think people were entirely sold on LLMs as a business model. But if you want to invest in LLMs as a business model, OpenAI was kind of the, you know, it was the one.

Peak+116.2%

AMZN/short/iltb

Hyperscalers face shrinking margins as AI labs insource their own compute and customer base concentrates to a few players

I am more confident in the thesis that the hyperscalers are a worse business model going forward.

Peak+4.2%

TSLA/long/iltb

Tesla wins EVs on manufacturing scale, the moat Rivian never reached, while autos stay a brutal business

I really believe that scale in EVs is going to be important, which is why Tesla is kind of one of the reasons why Tesla's won.

Peak+13.7%

ITA/long/iltb

European defense spending will accelerate as geopolitical landscape shifts, with Japan also becoming a military power

Japan is probably going to become a military power at some point in the future again

Peak+3.1%

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