Alasdair Mann(@itsalasdairmann):Anyone else buy the fear on $SFTBY yesterday? Up 11% in premarket right now Shared the longer thesis on @edelbridgealpha Discord but tldr is: 1. Softbank is essentially a bet on $ARM and solana:56DeqXiADWY2Y3iD8pdbpTi9jhXXneofTY5dp4Xjpump 2. $ARM CPUs will inflect due to recent agentic product launches and frontier potentially shifting to more inference 3. solana:56DeqXiADWY2Y3iD8pdbpTi9jhXXneofTY5dp4Xjpump massively overcorrected this weekend, Astra is an inflection on top of their Codex inflection

Alasdair Mann

@itsalasdairmann

Investing in AI Infrastructure. #33# Bestseller on Substack Finance @edelbridgealpha Deep dives and Discord 👇

参加 June 2017

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Alasdair Mann@itsalasdairmann

2026.09.15 13:31

Anyone else buy the fear on $SFTBY yesterday? Up 11% in premarket right now Shared the longer thesis on @edelbridgealpha Discord but tldr is: 1. Softbank is essentially a bet on $ARM and solana:56DeqXiADWY2Y3iD8pdbpTi9jhXXneofTY5dp4Xjpump 2. $ARM CPUs will inflect due to recent agentic product launches and frontier potentially shifting to more inference 3. solana:56DeqXiADWY2Y3iD8pdbpTi9jhXXneofTY5dp4Xjpump massively overcorrected this weekend, Astra is an inflection on top of their Codex inflection