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immad wak

T2 · manager / operator

Building sovereign AI infrastructure; previously worked on open source AI (OpenFold/AlphaFold); based in UK; focuses on AI for government and longevity applications.

3 calls·3 names·67% bull·last heard 2 months ago·Peter H. Diamandis
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
$ANTHROPICAnthropic

Immad projects Anthropic revenue could hit $100-150B next year on 20x multiple

Anthropic's current ~$50-60B revenue growing at extreme rates justifies a $1T+ valuation at 20x revenue, with potential to double revenue within a year given utility.

Peter H. Diamandis2026-06→
2ndhigh conviction
$MSFTMicrosoft

Immad equates Microsoft AI to a good Chinese lab, not a frontier contender

Microsoft has specialized for office productivity rather than AGI, lacks the compute scale for massive MoE models, and its Maia chips aren't designed for frontier training.

Peter H. Diamandis2026-06→
3rdhigh conviction
$NVDANvidia

Immad sees Nvidia blocking AMD's Strix Halo and owning home Jarvis via open source

Nvidia's RTX 5070-class laptop GPU can run 3B parameter models locally; combined with Cosmos/Neatron open source alliances, Nvidia aims to own edge intelligence and block AMD.

Peter H. Diamandis2026-06→

most discussed · click a bar to filter

recurring themes

3 total
$ANTHROPIC
Anthropic
HIGHimmad wak·Peter H. Diamandis·2 months ago
Immad projects Anthropic revenue could hit $100-150B next year on 20x multiple
Anthropic's current ~$50-60B revenue growing at extreme rates justifies a $1T+ valuation at 20x revenue, with potential to double revenue within a year given utility.
"Anthropic right now's revenue is probably 60 billion 50 billion 60 billion so it's coming at 20 times revenue which is high but it isn't a palenteer... you wouldn't be surprised t…"
39:00
$MSFT
···
Microsoft
HIGHimmad wak·Peter H. Diamandis·2 months ago
Immad equates Microsoft AI to a good Chinese lab, not a frontier contender
Microsoft has specialized for office productivity rather than AGI, lacks the compute scale for massive MoE models, and its Maia chips aren't designed for frontier training.
"Where Microsoft is right now is they're at the level of a Chinese lab. a good Chinese lab and I don't think they're going to go that much further because you get to a certain poin…"
50:20
$NVDA
···
Nvidia
HIGHimmad wak·Peter H. Diamandis·2 months ago
Immad sees Nvidia blocking AMD's Strix Halo and owning home Jarvis via open source
Nvidia's RTX 5070-class laptop GPU can run 3B parameter models locally; combined with Cosmos/Neatron open source alliances, Nvidia aims to own edge intelligence and block AMD.
"This is a blocker to an AMD stricks Halo play... The play here is Jarvis. It's intelligence throughout the home... Nvidia has gone aggressively now with um Cosmos and Neatron alli…"
87:00