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dina bass

T3 · host / generalist

Covers AI infrastructure for Bloomberg; reported on OpenAI's $30B+ Georgia data center buildout and Supermicro backlog.

2 calls·2 names·100% bull·last heard 20 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$OPENAIOpenAI

OpenAI designs own $30B+ data centers, aims to open-source standards

OpenAI is vertically integrating data center design and power contracts for its Georgia buildout, moving away from partner-reliant Stargate model toward standardized, open-source reference designs like Meta's Open Compute Project.

Bloomberg Tech2026-07→
2ndmedium conviction
$SMCISuper Micro Computer

Supermicro backlog signals AI infrastructure demand intact despite probes

Preannounced numbers show customers not deterred by employee investigations; Supermicro capturing significant AI server backlog competing with Dell.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

recurring themes

2 total
$OPENAI
OpenAI
HIGHdina bass·Bloomberg Tech·20 days ago
OpenAI designs own $30B+ data centers, aims to open-source standards
OpenAI is vertically integrating data center design and power contracts for its Georgia buildout, moving away from partner-reliant Stargate model toward standardized, open-source reference designs like Meta's Open Compute Project.
"PART OF OPENAI'S INFRASTRUCTURE PLAN IS GETTING MORE AS QUICKLY AS THEY CAN. HERE THEY'RE DOING THAT DESIGN WORK AND I SPOKE TO THEIR HEAD OF COMPUTE YESTERDAY. HE SAID LOOK, WE H…"
21:00
$SMCI
···
Super Micro Computer
MEDdina bass·Bloomberg Tech·20 days ago
Supermicro backlog signals AI infrastructure demand intact despite probes
Preannounced numbers show customers not deterred by employee investigations; Supermicro capturing significant AI server backlog competing with Dell.
"THEIR BACKLOG INDICATES THAT SUPERMICRO IS TAKING A GOOD AMOUNT OF IT AS THEY COMPETE WITH OTHER FOLKS LIKE DELL. BASED ON THE NUMBERS THAT THEY PREANNOUNCED YES, DOESN'T SEEM LIK…"
20:10