Jesse Woollard

Full-time investor| Family Portfolio Manager| 7+ years investing+options| Not financial advice

[Jesse Woollard @Swollard_]

To the memory bears, do u remember when $NVDA and GPU's were cyclical? Do you think memory is still under the same consumer upgrade cycles, or do the cloud providers view HBM and DRAM as strategic/necessary infrastructure?

What's the equivalent of Cuda moat for memory suppliers? System level co-design and long term agreements, CUSTOM HBM.

History doesn't repeat itself, but it often rhymes.

Disclaimer: I am butt fuck long

$SKHY $MU $SNDK

[Kyle Russell @kylebrussell]

If you're a diehard Ed Zitron follower do you just tell yourself that there must be fraud going on?

[Gavin Baker @GavinSBaker]

I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices.

Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined.

$100b plus in year-end ARR looks possible again.

[Citrini @citrini]

“As of June 30, 2026, we hadraised an aggregate of  $141.1 billion of capital and had cash and cash equivalents of  $112.4 billion and short- term investments of $19.3 billion”

I think Anthropic might be okay for a little while tbh.

[Anthropic @AnthropicAI]

Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.

Read more: https://t.co/ofhv0DK3Zp

Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

[Jesse Woollard @Swollard_]

"But the ARR is decelerating" 🤡🤡

$DRAM $MU $SKHY

[Andrew Curran @AndrewCurran_]

I don't take money from any lab. I'm saying this impartially; the number of people on my feed over the last two weeks saying they are switching over to Anth because of Opus 5.5 is like nothing I've seen before. And even if someone does beat Opus, they have Fable 5.5 ready to go.

[P Equity Research 📰 @pequityresearch]

Expert Takeaways: CXL Memory

> CXL will result in an expansion of the entire memory TAM.

> Applications that need high bandwidth and high memory capacity, CXL is a good thing.

> CXL to get traction in the marketplace in the ‘27–’28 time frame.

$PENG $MRVL $MU $DRAM

[Jesse Woollard @Swollard_]

@pequityresearch 🫡

[Don Wilson @drwconvexity]

Hard to see how hardware that fully pays for itself in less than 3 years and has significant residual value will result in low returns on capital.

[ Q-Cap  @qcapital2020]

$CRWD +117% YTD , PE: 203x
$PANW +106% YTD, PE: 91x
$DDOG +99% YTD, PE: 107x
$NET +65% YTD , PE: 257x

[Jesse Woollard @Swollard_]

@Interestingna11 🫪😵‍💫

[Jesse Woollard @Swollard_]

@SenRickScott Yeah ur retarded

[Jesse Woollard @Swollard_]

Holding on to the $20 yolo calls 😂🫡

[Jesse Woollard @Swollard_]

Do you ever do something really smart? And then follow it up by doing something really retarded?

Well I do, all the time. Like buying Cyber security names that no one has heard of at the bottom and proceed to sell it for a loss... $AVPT $RBRK

Oh $MRNA also. The amount of generational fumbles I've had this year are incredible 😂, oh well. On to the next one gentlemen 🫡

[Jesse Woollard @Swollard_]

@CheddarFlow Anthropic S-1 sending us back to ath's

[Jesse Woollard @Swollard_]

Oil up, $VIX up, yields up... Stocks up? Wtf is even happening man 😵

$NVDA $AAPL $SPY $QQQ

[Jesse Woollard @Swollard_]

$AAPL surpassing $NVDA in market cap, make that make sense lol

[Jesse Woollard @Swollard_]

It's over fam... Gonna start an OnlyFans now, at least I have a hot wife. As for my dip buys, sold everything at a loss.

HA JK FUCK YA LIFE... BING BONG

$INTC $DRAM $LITE $PENG

[Jesse Woollard @Swollard_]

@RealNickMugalli His hair looks a little too tame for me to full port

[TrendSpider @TrendSpider]

$WDC SMASHED Q1 EARNINGS + RAISES GUIDANCE

Adj. EPS: $4.64 vs $4.07 est ✅
Sales: $4.381B vs $4.131B est ✅

Raised Q2 Adj. EPS Guidance ✅
Raised Q2 Sales Guidance ✅