Ben

ex JPM Anal • Sports • Equities • Tech • Finance • Gamer • Scribbling with Wi-Fi •

"Boiler Room is a top 5 finance movie" truther.

NFA. DYODD.

[Ben @BlockChain187]

@michaelsikand So you’re saying that $ORCL is next? 🤫

[Ben @BlockChain187]

@TrendSpider People will point to this as the next dotcom bubble. lol. This is exactly the reason why it’s NOT the dotcom ppl.

These guys have enough cash on hand and free cash flow to fund big capex numbers. Capex that will be monetized soon enough.

[Ben @BlockChain187]

@rodamn @farzyness That’s all data. From an analytics perspective, out of UPS, FEDEX, DHL, and the small 3PL companies… $AMZN has the resources, quantitative analytics, and experience down.

[Ben @BlockChain187]

As we go to the huge earnings next week… just realize that “AI agents” didn’t really gain traction until middle to late Dec 2025 and into Jan 2026.

That was when you had claudbot/moltbot/openclaw giving everyone a use case for everyone to mimic. Including enterprise. You had every Mac mini sold out.

So Q1 when 24/7 orchestration and inference really ballooned. That’s why you had Anthropic tripled their revenue run rate from $10B to $30B.

None of these were part of any guidance for Azure, AWS, and GCP when they reported earnings and provided Q1 guidance.

$AMZN $MSFT $GOOG $AAPL

[Ben @BlockChain187]

@Mr_Derivatives I did the same but put it on $AMZN. I think investors have only started looking at AWS as vital to the AI play. And they also have their own cpu, Graviton.

[Ben @BlockChain187]

@bubbleboi I think so too.

If GPU to CPU ratio goes from 8:1 to 1:2 as the call implied with inference… but also agentic trend, then this is a no brainer.

Leaps for sure.

[Ben @BlockChain187]

@EyeForAnEye2025 @PatrickMoorhead @schamorro357 To add… $INTC at $18-$20 was insulting. $100B market cap was really really stupid and pure sentiment play.

$INTC at $65-$70 and reaching $300B+ is well rewarded. But fundamentals need to catch up to valuations before the next leg up.

[Ben @BlockChain187]

Bro. Been here since $18-$20.

But reality is you can’t price revenue from 2-3 years away into Q1 2026. And lip bu can only guide into next quarter… so none of these would be reflected in Q2 guidance either.

Long term no issues. But the newbies that just got on the past two weeks, just be careful.

[Ben @BlockChain187]

@theaiportfolios You need to add at what price it brought. Or avg price. I understand you can back in. But just easier.

[Ben @BlockChain187]

@bubbleboi $INTC

[Ben @BlockChain187]

@IBestie68012 @TechEpiphanyYT Retail =\= data centers. Retail also has less margins vs enterprise and data centers. Why would $amd focus on retail when they can get more from enterprise for the same chip. And they have admitted it behind business jargons.

[Ben @BlockChain187]

To all new $INTC investors. Welcome to becoming an INTEL-ionnaire.

If you are long term, nothing to worry about; don’t even read this.

If you’ve been an $INTC investor, there are some short term mechanics that will fuck you up in the short term. One of them is OPEX day.

Friday, April 17th is a big options expiring day. For $INTC, with a run up from $42 just two weeks ago… you will most likely be fucked without them diamond hands.

Some of the rally fuel is driven by a gamma squeeze from all the call options dealers. Basically with all the catalysts from April 1st, dealers had to buy actual shares to mitigate their call options selling. Most of these options will expire this Friday.

You can already see some of the distributions/positioning happening leading up to this yesterday with some unusual activities; particularly on the $64 puts expiring Fri.

This won’t impact you because you are a long term investor. See you at $500B+ valuation. But at the same, just be aware of some short term traps. Carry tf on.

$INTC

NFA, DYODD, DYOR.

[Ben @BlockChain187]

@VladTheInflator Fuckers better not be coming back to California. Sooo many Texas plates nowadays… Realizing that the reason houses are bigger in Texas vs California is because you have to stay inside that house 9 months out of the year.

[Ben @BlockChain187]

@MikeSoco11 @WWE two beers poured for real. the way WWE has kept Bray's legacy woven into active storylines instead of just doing a one-off tribute is the right call. Sister Abigail vs Solo would be unhinged in the best way

[Ben @BlockChain187]

@berryl37082134 @IGN that's a good point about the human element. the game works bc of pure atmosphere and pattern recognition but you can't sustain 90 minutes on that alone; they had to give people something to care about beyond "spot the difference." smart adaptation move

[Ben @BlockChain187]

Villeneuve doing The Odyssey right after Dune is the move of someone who realized he's one of maybe three directors alive who can make ancient epic material feel grounded. And putting that poster next to Dune Part Three? The man is running CinemaCon like his personal portfolio review fr

[Ben @BlockChain187]

@DiscussingFilm scary movie 6 getting the full caesars palace treatment in 2026 is proof that irony runs on a 20-year cycle. we spent a decade pretending spoof movies were beneath us and now they're back with A-list marketing placement. the culture is cooked (affectionate)