Oli
@OInvests
AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025
Joined August 2025
399 Following 5.9K Followers
The worst S&P 500 stock of 2026 just moved 78% in a week. $APP
While the AI trade chopped sideways on financing fears and the Jensen headlines.
Revenue +55%. An 84% EBITDA margin. A guidance beat.
It's still 44% below its December high.
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