Pierre L. Biojout

Founder @NanocorpHQ · Autonomous companies run by AI · YC W24 · École Polytechnique X19

[Edelbridge Alpha @edelbridgealpha]

New $LITE Deep Dive is out.

Link in bio.

[Pierre L. Biojout @PierreLBiojout]

And instead of data centers we need to rebrand and say companies like $NBIS builds supercomputing centers

[Serenity @aleabitoreddit]

I guess I need to start calling $SNDK or $LITE Super Intelligence stocks.

Thanks Trump.

[Pierre L. Biojout @PierreLBiojout]

Prediction: OpenAI will release Meta Muse competitor this week

It will be their most successful consumer product since ChatGPT

The enthusiasm for Muse seen in $META stock will be seen in $SFTBY as they own product provider (OpenAI) and hardware constraint on agents ($ARM)

[Pierre L. Biojout @PierreLBiojout]

$SFTBY up ~20% since flagging it to @edelbridgealpha subs last week.

Still one of the clearest ways to trade the consumer agent trend:

~45% of NAV: $ARM, a direct hardware beneficiary
~40%: OpenAI, the consumer AI leader
Most of the rest: SB Energy, primarily serving OpenAI

[Pierre L. Biojout @PierreLBiojout]

FYI the developer for $NBIS Vineland, DataOne, is based in the UAE

[M. V. Cunha @mvcinvesting]

$NBIS is making moves in the UAE. 🇦🇪👀

The team met with the Minister of State for AI to discuss scaling AI adoption and supporting the company's expansion across the region.

[Babyfolio @babyfolio]

How do I choose stocks?

I’ve been a gamer my entire life, so thinking about investing in terms of improving my odds comes naturally.

In my "Game of Stocks" article, I break down the factors that helped me choose stocks better, and what the data actually says about them.

Check out the full article below.

[Edelbridge Alpha @edelbridgealpha]

New $VRT Deep Dive is out.

Link in bio.

[Pierre L. Biojout @PierreLBiojout]

Bad takes on this weekend’s news are driving a major selloff in $NBIS, $BE, and $DRAM ahead of FOMC week.

The reality is more nuanced than “Anthropic just wants regulatory capture” or “the US will never slow down.”

[Edelbridge Alpha @edelbridgealpha]

A @babyfolio Portfolio Update & Thoughts and Plans is out.

Link in bio.

[Daniel Koss @daniel_koss]

Photonics: An Introduction with @Gaetano2026

He began positioning in the theme in late summer of last year and several of his early positions have since risen between 5x and 15x.

Recorded video podcast & full article now live on the @edelbridgealpha Substack!

Link in bio or first comment.

Enjoy!

[Pierre L. Biojout @PierreLBiojout]

$NBIS CEO Arkady: "Supply and demand will balance in some time, and when that happens customers will compare products"

[Pierre L. Biojout @PierreLBiojout]

$NBIS CEO Arkady just said "we build in Japan now"

[Pierre L. Biojout @PierreLBiojout]

OpenAI inflecting again and you still get people bearish compute stocks like $NBIS

[Pierre L. Biojout @PierreLBiojout]

didnt see his picks but portfolio is up 20%+ in a week anyways

mostly thanks to $NBIS and $BE

(will be having words with $DRAM for only being up 11.5%, dragging the port down)

[Edelbridge Alpha @edelbridgealpha]

The AI Memory Masterclass with @damnang2

Link in bio.

[Edelbridge Alpha @edelbridgealpha]

New $ALAB Deep Dive is out.

Link in bio.

[Pierre L. Biojout @PierreLBiojout]

Buying $BE on margin turning out pretty nice in hindsight Caught the rally into S&P500 addition!

[Pierre L. Biojout @PierreLBiojout]

$FCEL is the new punching bag of AI infra corner of finX Despite $CRDO being down more

Execution has always been the known risk with $FCEL.

And it's true they still haven't proved they can execute well.

[Pierre L. Biojout @PierreLBiojout]

I'm in Dubai right now

Usually there would be emergency alerts if this actually happened

So don't think it did

[Al Jazeera Breaking News @AJENews]

BREAKING: Iran's Revolutionary Guard claims drone strikes on US bases in United Arab Emirates

🔴 LIVE updates: https://t.co/YTI02Yp2vx

[Pierre L. Biojout @PierreLBiojout]

$NBIS earnings call insanely bullish

Prepumped by $CRWV Not interrupted with CPI (inline, as expected)

KOSPI up QQQ up huge premarket I'm not sure we're ready for today's pump