Laurent Krzywanski

[Laurent Krzywanski @Abyss3k]

@stockplaymaker1 Waiting 👀

[Laurent Krzywanski @Abyss3k]

@PlayBookTrades Momentum is exciting but vertical moves rarely stay easy for long.

[Laurent Krzywanski @Abyss3k]

@stockplaymaker1 👀

[Laurent Krzywanski @Abyss3k]

@StonkValue Success often comes from a few exceptional decisions not flawless ones.

[Laurent Krzywanski @Abyss3k]

@MMatters22596 You've given people something to think about, that's for sure.

[Laurent Krzywanski @Abyss3k]

@MMatters22596 You make some good points. Looking forward to seeing how it develops.

[Laurent Krzywanski @Abyss3k]

@MarcosMillaYT You’re not set for life, you’re set for the next cycle. Zero direct exposure to the AI infra and power buildout layer.

[Laurent Krzywanski @Abyss3k]

@TheRonnieVShow Nice list but all short duration structure. Any higher time frame setups you actually like holding through a volatility spike?

[Laurent Krzywanski @Abyss3k]

@antibearthesis Relative moves off different starting points. $NVDA already repriced for AI leadership. Market only recently woke up to the idea that there’s room for a second GPU vendor with real share gain odds. Reversion plus catch up, not a verdict on who wins long term.

[Laurent Krzywanski @Abyss3k]

@StockSavvyShay Nice move but one quarter of momo on a micro is not a thesis. Show me sustained execution and real infra exposure, then we can talk sizing.

[Laurent Krzywanski @Abyss3k]

@MarcosMillaYT Strong list but it’s all demand side. Missing the operators that actually deploy this compute at scale. $GPUS is that layer.

[Laurent Krzywanski @Abyss3k]

@StockSavvyShay @FuturumEquities PEG only matters if your growth input is sane. Street still treating AI infra as a cycle, not a structural reset. $NVDA at 0.7x on those growth rates tells you more about the model than the stock.

[Laurent Krzywanski @Abyss3k]

@MrMikeInvesting Calling everything a generational wealth setup is how people end up being exit liquidity.

[Laurent Krzywanski @Abyss3k]

Nice adds. Market is punishing duration and capex uncertainty across AI winners. Same cash flows, lower multiples. Time horizon becomes the real edge here, not entry precision.

[amit @amitisinvesting]

Bought $PLTR $AMZN $AVGO $SHOP

$PLTR �� $119.50
$AMZN — $234.68
$AVGO — $394.60
$SHOP — $107.79

$AVGO is the only new position as it’s taken a nice tumble after earnings on a lack of guidance raise, would ideally like $330 or below to establish a larger position.

The rest are all names that I feel are cheap but the market would like to have them cheaper 🤷‍♂️

[Laurent Krzywanski @Abyss3k]

@MMatters22596 People anchoring to that 200w like it’s support instead of air. Whole AI trade has no memory below.

[Laurent Krzywanski @Abyss3k]

@MidlClassMoney everyone says generational at every 20% dip. real question is not price, it is: does inference pricing compress faster than their unit growth. if that flips, multiple compression gets ugly fast.

[Laurent Krzywanski @Abyss3k]

@StockSavvyShay market needed to cool that off. below 200 just resets the chart and the emotions. long term story is still about who actually builds and powers all this compute, not the price on one day

[Laurent Krzywanski @Abyss3k]

@MrMikeInvesting funny how every cycle picks a year a few turns out. path probably rhymes with dot-com, but timing is usually where even smart people get wrecked. curious what breaks in your 2027 story: rates, margins, power, or just narrative fatigue?

[Laurent Krzywanski @Abyss3k]

@antibearthesis math is clean. reality isn’t.

3T assumes:
- power + fabs + supply chains keep up
- no one else closes the gap
- customers stay price takers

ai thesis probably right. 3T straight to nvda probably not. cheap if they keep the monopoly. expensive if they turn into cisco 2.0.

[Laurent Krzywanski @Abyss3k]

@pepemoonboy if you actually know how to sell options, yes. and with way less headache than tenants.

but most people are just selling lottery tickets they don’t know how to price. landlording is dumb work. bad options selling is smart-looking gambling.