Chris Camillo on X
Please let $TTWO open flat tomorrow because tonight’s GTA VI reaction is “priced in” test me
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Chris Camillo on X
We currently have only one real datapoint to work off from today’s gameplay reveal: depth of player interest in the gameplay. The better the gameplay, the greater the long-term monetization opportunity for $TTWO. That’s the variable I don’t think is priced in yet, and it’s what gives this trade meaningful upside and downside.
Chris Camillo on X
Ran dozens of social arb probability scenarios for how the world would react to today’s GTA VI gameplay reveal. This is playing out like a top 5% outcome. Did not expect this. Feels like the market came into today anchored to last week’s hacker leaks and primed for disappointment. It may take a minute to process what just happened. $TTWO
Raging Capital Ventures on X
I agree there are differences in HBM vs. NAND. I said we are “around” the peak of the cycle, with $SNDK much more at risk. Memory is an intensely cyclical business with a long history of booms and busts. Cyclical peaks are typically associated with double and triple+ ordering, as we are seeing today. Paybacks on new capacity are 1 year or less; capacity will come. $ASML is the primary limiter of capacity growth for DRAM/HBM, which is bullish for limiting supply growth in those markets. NAND is far less defensible. Memory is the biggest pain point in the ecosystem today and many entrepreneurs and engineers are intensively focused on solving this problem with innovation and other adjustments. De-speccing is already commonplace and memory pooling is coming. Finally, I am not saying it is time to short these stocks (although I am short some $SNDK). What I am saying is it is very poor capital allocation for $MU, $SNDK, etc. to be buying back stock at these multiples of invested capital.
Chris Camillo on X
13 years of hype should have made today almost impossible to live up to. Somehow for most GTA fans Rockstar delivered. $TTWO https://t.co/Uh56v646rL
Chris Camillo on X
GTA VI gameplay reveal reactions coming in 10/10. You know what I did. $TTWO
⚽️📡 on X
SILC is the only pure play hardware pics and shovels for cybersecurity with $FTNT $NTSK $AVGO $CSCO $DELL etc, etc, as customers With a edge ai CustomNIC biz deals w/ hyperscalers just starting to grow Very uniquely positioned and favorable evaluation building upon multiple Qs of growth
Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…
Broken Moats on X
Always fascinating people willing to pay over 2x multiple for a company like $TEAM which at current levels hard to argue is pricing in much disruption threat v. an $AMZN which has a higher growth rate too
SG on X
$MRNA offering $2B of Rule 144 convertible notes but says conversion price tbd. No 8-K so far. Great governance, guys. Keep up the insider sales. https://t.co/JK9PyjstS4
⚽️📡 on X
$SRAD already has deep partnership with Kalshi now adds poly Every other competitor will likely have to follow suit to keep up https://t.co/4zOwxX7fKZ
Lee Roach on X
Hey @elonmusk. Can you DM me $SPCX next quarter EPS? I’m trying to forecast the company in my DCF model. I promise to not trade on this information.
MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
Capital Connoisseur 3 clicks VRT 2026-08-27 Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt
LL Insights 3 clicks GM 2026-08-27 General Motors: The Billion Mile Moat
Muhammad Cheema 3 clicks KGC 2026-08-27 Kinross Gold: The Buy Case Is Margin, Not Growth
The Bullionaire 4 clicks⚽️📡 on X
$OKTA and $CRWD confirmed the agentic inflection has officially begun https://t.co/p9lToGNBvH
Raging Capital Ventures on X
CEO of $PANW https://t.co/GtFSdnj25W
Prepared Remarks on X
Large cap software comps rerating higher OAI / codex accelerating Jensen saying he’s funding the labs next yr $orcl 🚀
⚽️📡 on X
@Waksman84 $bwxt was chosen here not OKLO yet ppl are bidding oklo that burns 200M a yr on 1m revenue over proftabke compounded bwxt trading at 52 wl doing 3.5 billion in revs lol
Broken Moats on X
$CRM geez the bar must of been very low...raised guidance by .02% for the year organic. And Operating income ex the non strategic investment gain actually declined yoy. Slack is going well, and has been recently but what about the rest of the company? Still with slack momentum still at 14% rpo
⚽️📡 on X
$OKTA $CRWD the two most expensive cyber sec names getting rewarded for good earnings bodes very well for the next leg in the sector
RKLB 2026-08-26 Rocket Lab Is Becoming Much Bigger Than Neutron
Pythia Research 6 clicks
Nvidia’s Long-Term Margin Question
Nvidia faces questions over the durability of its long-term profit margins ahead of earnings.
