Brian Stoffel

Pattern recognition: The thing that made $META a big buy for me last few months was optionality: 👉 AI bets already paying off for advertising 👉 If future investments pay off with something else (Muse), GREAT 👉 If they DON'T pay off, you can likely sell the compute 👉 If you can't sell the compute, shutter stuff and turn on the money-printer again. I know it's not that simple, but the dynamics were all there

Call me crazy, but I actually think $NVDA is long-term cheaper than $MU today https://t.co/L87FZZnr6j

Call me crazy, but I actually think $NVDA is long-term cheaper than $MU today https://t.co/L87FZZnr6j

AMZN vs AAPL: Which Stock Is The BETTER BUY Today? https://t.co/bDFrjzdUTm

Everyone Thought AI Would Kill $NOW (I was worried myself) Here's why I just bought https://t.co/MpLkFRVWP4

Credo is down 20% today. It's a new watchlist company for me, so here's my take $CRDO https://t.co/Bp00FHeFIt

There was one very positive piece from $NVDA's conference call. But also a few yellow flags https://t.co/Ep91u0ZgwN

At the pace it is currently going, I can see $NVDA doing $1 trillion in revenue by the end of fiscal 2029. But the trend must continue

$NVDA just said gross margins will fall from 75% to ~72% solely because of memory costs $SNDK $MU $SKHY

Gotta give $NVDA credit for calling out the elephant in the room: "Some people call what we're doing *circular financing*, we disagree" https://t.co/mauSFhT9Zg