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..
144 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 $100B+ to AWS over ten years.
Then comes regulation smaller rivals can BARELY afford.
Meanwhile safety testing and inference still burn compute.
Slow AI or protect the moat?
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$AMD is a $1000 stock trading dirt cheap.
market hasn’t caught on yet..
