bytesizedsignal @bytesizedsignal

Sell-side covering TMT / hedge fund wannabe Joined September 2025

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bytesizedsignal @bytesizedsignal

6 hours ago

Imagine letting $TSLA sit on your $50k for 8 years. While the Nasdaq goes up over 200%. electrek.co/2025/09/29/tes…

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bytesizedsignal @bytesizedsignal

3 days ago

$BYND - No growth since 2021, never seen net income, a debt problem that gets real when converts mature in 2027, not much cash, rising share count. Literally nothing good here.

Zephyr @zephyr_z9

4 days ago

$BYND - No growth since 2021, never seen net income, a debt problem that gets real when converts mature in 2027, not much cash, rising share count. Literally nothing good here.

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Blue Duck Capital Partners @BlueDuckCap

4 days ago

We are long Mobilicom, $MOB. "Unleashing American Drone Dominance" was signed June 6th. The future of warfare is clear; end to end cyber security for drones has never been more critical. That's what $MOB does - validated by an elite spot on the Blue UAS list. 5x upside pt.

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bytesizedsignal @bytesizedsignal

4 days ago

Don't see that kind of downside often.

Hardik Shah @AIStockSavvy

5 days ago

Don't see that kind of downside often.

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bytesizedsignal @bytesizedsignal

5 days ago

Would think $CORZ could be worth a whole lot more without the $CRWV acq overhang.

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Ben Carlson @awealthofcs

6 days ago

From Michael Cembalest: AI related stocks have accounted for 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending growth since ChatGPT launched in November 2022 This is one for the history books assets.jpmprivatebank.com/content/dam/jp…

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bytesizedsignal @bytesizedsignal

5 days ago

$IREN with basically no pullbacks in 6 months. I can't help but think there is going to be overbuild, but might as well enjoy the ride.

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bytesizedsignal @bytesizedsignal

5 days ago

What moves $AMZN at this point from flat on year? Trainium? Huge efficiency gains with robotic warehouses?

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bytesizedsignal @bytesizedsignal

6 days ago

Smart move from $MSFT to keep customers on the platform by adding Claude. microsoft.com/en-us/microsof…

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bytesizedsignal @bytesizedsignal

6 days ago

US government going for the supply chain $LAC $MP $INTC. What's next?

Shay Boloor @StockSavvyShay

6 days ago

US government going for the supply chain $LAC $MP $INTC. What's next?

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Mike @Mike10947310

a week ago

What’s everyone’s best pitch right now? And what’s the number 1 thing you want “solved” or an expert opinion on for it? For interesting pitches happy to try and use my network on here to get an answer—there’s so many siloed people with insane expertise.

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bytesizedsignal @bytesizedsignal

a week ago

Hard to believe $ARKK, an innovation fund is still down 45% from peak.

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Siyu Li @siyul

a week ago

I asked for the best ideas for "YTD underperformers" category. I'm floored by the quantity and quality of the replies. 50+ ideas, I'm still organizing. Here is the 1st batch. Enjoy, and thanks for your contributions.

Siyu Li @siyul

a week ago

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bytesizedsignal @bytesizedsignal

a week ago

Gotta love the $NVDA flywheel.

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bytesizedsignal @bytesizedsignal

a week ago

Still an early story when you think about how early AI generated content is. When everyone starts making 15min to an hour long AI video content, storage will need to ramp considerably. $STX $WDC

QF Research @ResearchQf

4 weeks ago

Still an early story when you think about how early AI generated content is. When everyone starts making 15min to an hour long AI video content, storage will need to ramp considerably. $STX $WDC

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bytesizedsignal @bytesizedsignal

a week ago

Short hunting time

Silbergleit Junior @SilbergleitJr

a week ago

Short hunting time

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The Transcript @TheTranscript_

2 weeks ago

$BAM CFO while discussing data centers: "I would say every conversation that I have with anybody about data centers, they say, yes, but what if this gets overbuilt? Like how are we not just running off a cliff here?" Their Global Head of AI Infrastructure had a response: