Hey - signed up last night, good stuff so far. One bit of unsolicited feedback: maybe sit on the picks for a few days before they hit X. Took about 30 seconds to feed your X post to Claude and have it spit out Adtran. Your insights are strong, which is kind of the problem - people will follow the breadcrumbs and skip the sub.
Not a complaint about today - I'm not sweating the 15% pop, don't trade short-term, and the valuation/peer comps speak for themselves. Think there's real room to run.
Man that's unfortunate. I saw some posts around that. Nothing but love from here man. You're crushing it -- I'm 42 and fairly knowledgable in the space and you are doing fantastic research here. Keep up the great work and God bless!! Like I said above, no hard feelings at all about it, ppl are gonna find a way around plagiarizing your work (just like that other dude did with FCEL). Appreciate you!
Gavin Baker was commenting on valuations not equally being valid these days in chips and AI infra. Revenues are real, whats your take on applying this, especially with pre-EBITDA companies?
Hey - signed up last night, good stuff so far. One bit of unsolicited feedback: maybe sit on the picks for a few days before they hit X. Took about 30 seconds to feed your X post to Claude and have it spit out Adtran. Your insights are strong, which is kind of the problem - people will follow the breadcrumbs and skip the sub.
Not a complaint about today - I'm not sweating the 15% pop, don't trade short-term, and the valuation/peer comps speak for themselves. Think there's real room to run.
Anyway, appreciate it.
Hi, a major X account plagiarized my work and put out to public forcing my hand.
Man that's unfortunate. I saw some posts around that. Nothing but love from here man. You're crushing it -- I'm 42 and fairly knowledgable in the space and you are doing fantastic research here. Keep up the great work and God bless!! Like I said above, no hard feelings at all about it, ppl are gonna find a way around plagiarizing your work (just like that other dude did with FCEL). Appreciate you!
Sorry to hear that. I’ve appreciated your work on X and just signed up today to support you. Keep up the great work.
Thank you! Will continue to work hard for you all!
Gavin Baker was commenting on valuations not equally being valid these days in chips and AI infra. Revenues are real, whats your take on applying this, especially with pre-EBITDA companies?