Jack @NotAAnalyst

Ex Finance. Currently building B2B SaaS California, USA Joined December 2015

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Jack @NotAAnalyst

4 weeks ago

$SMCI just proving after today it going to $50. $65B in 2027 revenue with say 12% margins so $7B in gross profits and company is only worth $24B and growing revenue north of 70%.

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One thing I think the $CRWV bear case gets wrong is GPU obsolescence. The newest chips matter a lot for frontier training. But inference doesn’t always need the newest GPUs. As inference becomes a bigger share of AI compute, older GPUs can move down the stack and keep generating revenue for years. If true. Crazy capex can. Come down and debt becomes less scary. $CRWV $NBIS

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Jack @NotAAnalyst

a month ago

Markets are brutal. Just when everyone got margin called and took losses and are scared of loosing money again that’s exactly when it will rip especially when thesis is still intact.

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Jack @NotAAnalyst

2 months ago

@shaunmmaguire In general agree but vast majority of people are slow to move. Even the rich who can often don’t. I know some billionaires have left but still plenty of rich people left

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Jack @NotAAnalyst

2 months ago

@MartinShkreli 7% discount rate feels low? should be like 10-12% ya?

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Jack @NotAAnalyst

3 months ago

Asymmetrical upside right here.

Ren @ren_stocks

3 months ago

I'm long $AAOI. This is one of the fastest growing companies in the whole space, and the fact that it's trading -35% from its ATH is just a gift I can't pass up. I've doubled down on my position and averaged up. AAOI is one of my largest holdings. I've been in this name since

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Jack @NotAAnalyst

3 months ago

Wrapped up two industry conferences and enterprise AI is way early Most companies are not even talking about what agentic use cases to scale. Still stuck trying to understand the foundations: ontology, knowledge graphs, semantic layers, governed metrics, and how AI systems should reliably access business context. Yes, software companies are moving fast and embedding AI deeply into CI/CD workflows. But software is only a small slice of the enterprise economy. The much bigger opportunity is bringing agentic AI to the rest ... Staying long on ai infrastructure