EpistoAI

A private, honest thinking partner for the questions that matter. Sovereign AI on hardware we own. Think out loud. Yours alone.

[EpistoAI @EpistoAI]

Most AI products tell you what you want to hear, hedge on what matters, and quietly train on your conversations.

EpistoAI doesn't.

A private, honest thinking partner that runs on hardware we own. Think out loud. Yours alone.

Waitlist: https://t.co/1uhe07gmvC

[EpistoAI @EpistoAI]

@FindleysFinance @nevermind_bruh Or did Trump listen to Jensen on CNBC? Definitely part of Jensen’s vision.

[EpistoAI @EpistoAI]

@LeifInvests @KeithStokes14 $IBM have some of the most practical software there is. It works. Too bad everyone wants a bell and whistle pony show. #watson #redhat #granite

[EpistoAI @EpistoAI]

@FindleysFinance Easily. Google had it and they completely dropped the ball.

[EpistoAI @EpistoAI]

@FindleysFinance @EatTradePlay @FindleysFinance case in point. Today I sold $NET +68% and averaged down $ORCL and $CRWV

[EpistoAI @EpistoAI]

@FindleysFinance @EatTradePlay We may be in a place where it’s time to get out of picks and shovels to the big players at great deals

[EpistoAI @EpistoAI]

@FindleysFinance @EatTradePlay I’m in the same boat. Loving my rock bottom finds! So many opportunities right now.

[EpistoAI @EpistoAI]

@FindleysFinance @EatTradePlay @FindleysFinance when do you start looking at your lower conviction holdings and do a straight swap for ibm?

[EpistoAI @EpistoAI]

@FindleysFinance @EatTradePlay They’re just waiting. Their software and ai is solid. And they’re clearly frontrunner of quantum.

[EpistoAI @EpistoAI]

@amitisinvesting Love love love. Do you think our future has changed and we no longer need that software or compute? 😂 buy big fella!

[EpistoAI @EpistoAI]

How is @amitisinvesting and @LeifInvests the only players talking about $ORCL. Wall Street may be a little caught in the weeds.

[EpistoAI @EpistoAI]

@amitisinvesting @ChangHens what if the train of thought was it is a sovereign country's data center proxy with a large current bet on OpenAI. These countries don't want AWS or Azure touching their data.

[EpistoAI @EpistoAI]

@LeifInvests @amitisinvesting What happened to "we're compute constrained, if someone doesn't use it another will jump in?" The market has been forgetting many things lately!

[EpistoAI @EpistoAI]

@amitisinvesting @LeifInvests Do we want anything but a too aggressive ai/compute play in this period we're in?

[EpistoAI @EpistoAI]

@drayinvests $ORCL, $PLTR, then a tossup between $NOW and $CRM

[EpistoAI @EpistoAI]

@FindleysFinance No chance! We’re told there is not enough compute. Meaning if a backlog drops, another fills in. Plus they’re the only one that sovereign countries are trusting (ie Middle East, and now Europe). But also look up LOIs - especially from Argentina.

[EpistoAI @EpistoAI]

@LeifInvests @antibearthesis Better put $ORCL in this group. Probably far above actually.

[EpistoAI @EpistoAI]

@FindleysFinance Are you also aggressively averaging down $CRWV and $ORCL. #backlogbettys

[EpistoAI @EpistoAI]

@FindleysFinance $ALAB

[EpistoAI @EpistoAI]

@Mapago9 $ORCL