Sam Patel

in the trenches

[Sam Patel @SamvegPatel]

@hiteshkar Oh yes

[Sam Patel @SamvegPatel]

@SawyerMerritt Bullish Filtronic

[Sam Patel @SamvegPatel]

@athuinvests Why not both

[Sam Patel @SamvegPatel]

@Yeah_Dave this is smart money

[Sam Patel @SamvegPatel]

@Yeah_Dave @sfproof Feel like would have to be large macro event Trump related…

[Sam Patel @SamvegPatel]

@Yeah_Dave Thoughts on $TRT? $AEHR type but worse margins and limited TAM

[Sam Patel @SamvegPatel]

@Kaizen_Investor As expected let’s go!

[Sam Patel @SamvegPatel]

@Kaizen_Investor beat and raise…

[Sam Patel @SamvegPatel]

@vishal_better @Leah_tinman @BrianSozzi @coinbase @betrmortgage Exciting stuff!! Looking forward to partnerships with Claude and Gemini next.

[Sam Patel @SamvegPatel]

@emollick This is their roadshow prior to the IPO lol

[Sam Patel @SamvegPatel]

@ASchulz888 @shai_wininger How do they capture the value they create?

[Sam Patel @SamvegPatel]

@scaling01 Mythos in a humanoid is end game

[Sam Patel @SamvegPatel]

@TMTLongShort What economy

[Sam Patel @SamvegPatel]

@anandragn Follow the leaders…

[Sam Patel @SamvegPatel]

@anandragn Dips get bought and show goes on.

[Sam Patel @SamvegPatel]

@TMTLongShort Also Anthropic the only IPO worth considering out of the Big 3.