Yiannis Zourmpanos
@yianisz
Investing in Winners Before They Break Out 📈
Featured on Forbes & Nasdaq | ex-Big4 | Top 0.1% Rank
$PLTR@$7 $SOFI@$4 $NBIS@$19 $AAOI@$25 $AEHR@$30 & more..
152 Following 37.8K Followers
Call me cynical: “slow AI” is strategically convenient.
$MSFT and $NVDA have committed to invest up to $5B and $10B in @AnthropicAI respectively, while Anthropic has committed $30B back to Azure.
Amazon has invested $13B with potentially $20B more tied to milestones while Anthropic has pledged $100B+ to AWS over ten years.
Then comes regulation smaller rivals can BARELY afford.
Meanwhile safety testing and inference still burn compute.
Slow AI or protect the moat?
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The $FCEL setup is not about fuel cells suddenly becoming fashionable again.
Options are pricing a 17% earnings move, which tells me shorts and tourists are overpaying for panic, not underwriting the operating turn.
If management simply shows cost discipline and backlog quality, the stock does not need a miracle catalyst.
The market still doesn’t get that hated clean-tech names can rerate first on survival math, then on growth.
That asymmetry looks mispriced.
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$AMD is a $1000 stock trading dirt cheap.
market hasn’t caught on yet..
