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Speaker F (Eric, Modal Labs)

@speaker-f / appears on tbpn, tbpn, tbpn, tbpn, marketbubble, tbpn, marketbubble, marketbubble, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, marketbubble, tbpn, tbpn, marketbubble, tbpn, tbpn, marketbubble, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, marketbubble, tbpn, tbpn, tbpn, tbpn, marketbubble, tbpn, tbpn

calls0traced speaker calls

avg P&L0.0%per call

win rate0%resolved calls

total P&L0.0%expert engine

Speaker record

[185:03]longPUMPmarketbubble

PumpFun coiled for a rip: $1B revenue at ~1.1B FDV, undone airdrop, but wait for reclaim

So Pump, I'm watching Pump. I haven't bought Pump yet. I'm not long Pump. Um, but I do think that Pump is going to be one of the most interesting things to watch over the next few months

+40.95%over the next few months

[144:54]longCRWVtbpn

GPU rental stays sold out and pricing holds for a year-plus, so the pure-play neocloud earns its scarcity rents.

We look at it a lot.

+24.89%the next year or two

[81:22]longORAtbpn

AI data centers need 24/7 firm clean power; geothermal becomes the under-owned answer, lifting the pure-play.

And the building the sandbox piece is the really hard piece. You have to put the right data in there, you have to put the right learning, objective rates, and so forth. That's, that's the piece that we live in. We build the sandboxes for the models.

+36.81%open horizon

Agent-readable speaker

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