$SAILEx-NVIDIA engineer building 'token factory' targeting 1000x cheaper inference via heterogeneous chips, distributed micr…neil·Invest Like The Best·last monthshow more ▾
$GOOGL···Google equity issuance signals search-to-AI transition like Berkshire's BNSF buyben thompson·Invest Like The Best·last monthshow more ▾
$FIREWORKS-AIFireworks achieves 5x inference speed over hyperscalers on same open models and hardwareeric vishria·Invest Like The Best·2 months agoshow more ▾
$NVDA···Baker: Nvidia at 10-year low forward PE while compute repricing accelerates hyperscaler cash flowsgavin baker·Invest Like The Best·2 months agoshow more ▾
$OPENAIOpenAI targets foundational intelligence platform like electricity, avoids vertical applicationssam altman·Invest Like The Best·2 months agoshow more ▾
$EXE···Expand Energy top natural gas winner with 70% of core Haynesville inventorymatt·Invest Like The Best·2 months agoshow more ▾
$TSLA···Guest advocates long Elon Musk as simple winning investment ideaunknown·Invest Like The Best·3 months agoshow more ▾
$ETCHEDEtched builds full-stack inference racks targeting 10x throughput via low-voltage and cluster-scale memorygavin baker·Invest Like The Best·3 months agoshow more ▾
$LIBERTY-MUTUALLiberty Mutual's $120B balance sheet behaves differently because it has no outside fund cycleunknown·Invest Like The Best·3 months agoshow more ▾
$ANTHROPICWhale Rock's highest conviction position: Anthropic leads enterprise AI coding with recursive improvement flywheelalex·Invest Like The Best·4 months agoshow more ▾
$UBER···Khosrowshahi: AV opportunity is a trillion-dollar marketplace; supply-first strategy drives defensible moatdara khosrowshahi·Invest Like The Best·4 months agoshow more ▾
$TWTRThird Point bought Twitter/X debt at 96-97 cents yielding 12% as largest credit positiondan loeb·Invest Like The Best·4 months agoshow more ▾
$PLTR···Palantir leads new defense primes with mission-capable systems surpassing legacy contractorsdarren·Invest Like The Best·4 months agoshow more ▾
$ANTHROPICAnthropic adds $11B ARR in one month, outpacing decade-built SaaS giantsgavin baker·Invest Like The Best·4 months agoshow more ▾
$ABNB···Chesky: Airbnb must shift atomic unit from home to person to unlock next growth phasebrian chesky·Invest Like The Best·5 months agoshow more ▾
$JPY···PTJ: Yen grossly undervalued, catalytic PM change creates long yen opportunitypaul tudor jones·Invest Like The Best·5 months agoshow more ▾
$CRWV···CoreWeave GPU clusters powering enterprise AI workloads at scaledylan patel·Invest Like The Best·5 months agoshow more ▾