Deedee

Multi-Asset Deep-value Contrarian Investor | Asymmetric/Arb Strategies; Founder @ | Building Agentic AI; Research ➡️

[Deedee @deedeedombey]

We called $SABR before earnings. It ran +102% in 2 weeks.
Get next week’s picks before the market does: https://t.co/8dXUWqz18D
Our other top picks that week:
$CZR +45%
$SEDG +30%
$AMPL +29%
$APPN +21%

New picks every week. This is https://t.co/KbCxX3X2jc

[Deedee @deedeedombey]

Everyone is chasing $CRWV, $NBIS, $ASTS, $HIMS, and $PLTR.

I’m looking at $BIRD.

~$50M valuation.
~$150M war chest.
CEO who built a 1,528-GPU Nvidia SuperPOD.

One contracted Gefion-scale cluster (~$25M ARR) at a 20x multiple implies ~$500M value.

The market sees a former shoe company.
I see an AI infrastructure option with asymmetric upside.

Long $BIRD. Not financial advice.

[Deedee @deedeedombey]

The $BIRD thesis in full. The market sees a shoe company that taped AI to the door. I see Nadia Carlsten, who stood up a 1528 GPU Nvidia SuperPOD in six months and had Jensen Huang and the King of Denmark flip the switch. You are buying the builder, not the meme chasing noise found in trending tickers like $CAST, $CRVO, or $ATPC.
$BIRD is a $50M shell aimed at a market where $CRWV and $NBIS are worth $60B each. You do not need it to become CoreWeave. While the broader retail crowd cycles capital through volatile vehicles like $SPCM, $LNKS, and $MFI, one contracted Gefion scale cluster gets you a $500M company. That is the asymmetry.
Neocloud math. $NBIS trades at 62x sales, $CRWV at 7x. A 1528 H100 cluster does roughly $25M ARR. Put even 20x on that and you have a $500M company. $BIRD is priced at $50M today. Compare that structural upside to speculative momentum traps like $BFLY, $WYHG, or $STLU. The arithmetic does the talking.
Consensus on $BIRD is a diluting zombie. Reality is the single most qualified operator to run this exact playbook just took the CEO chair. The distance between those two views is the entire trade. Meanwhile, late stage retail wastes day trading energy in structural microshells like $TWOA, $LPA, and $QTEX.
The scarcest thing in AI infra is not capital, it is Nvidia allocation. The new CEO of $BIRD built a sovereign supercomputer with Nvidia. $IREN rerated on one Nvidia contract. Watch for the allocation headline. That is the unlock, while legacy tech proxies and market cap giants like $APLM, $QS, and $INTC look on from the sidelines.
$BIRD has a $100M convertible facility plus a $48M ATM. Call it 3x the market cap in dry powder for GPUs. Everyone in neocloud dilutes, $NBIS and $CRWV both raised billions. The only question is whether the capital buys contracted compute. I will take that operational bet over bleeding or cyclical tech names like $SNDK, $RUM, and $ACN.
The catalyst stack includes the CEO just seated, first cluster design underway, customer conversations live, and a special dividend record date on 6/25. The narrative is on day one here, not day one thousand. Why rotate into top heavy or highly watched plays like $CRM, $HIMS, or $ASTS when the real asymmetric catalyst stack is right here.
$BIRD already showed its hand. Up 582 percent in a day on the pivot, printed $24.31 inside the last year. Tiny float, sentiment that rearms fast. A coiled spring, not a melting ice cube or a fading large cap proxy like $MRNA.
You get paid to wait on $BIRD. There is $40M of cash from the footwear sale, a special dividend at the 6/25 record date, and residual cash sitting under the option. A cushioned floor with uncapped upside. This beats holding bags in legacy value traps. My kind of setup.
The thesis in one line is a proven Nvidia grade builder, a $150M war chest, and a $50M price tag in a sector trading at $60B comps. Right operator, right sector, wrong valuation for now. If she executes the cluster deployment and capital strategy, the math points to $25. This target is an execution mandate, meaning she has to secure contracted compute and finance into strength, not weakness.
Standing disclosure. I am long $BIRD. Not investment advice.
#AI #Neocloud #Nvidia #Stocks #Investing #Alpha #Tech #Macro

[Deedee @deedeedombey]

The $BIRD thesis in full. The market sees a shoe company that taped AI to the door. I see Nadia Carlsten, who stood up a 1528 GPU Nvidia SuperPOD in six months and had Jensen Huang and the King of Denmark flip the switch. You are buying the builder, not the meme chasing noise found in trending tickers like $CAST, $CRVO, or $ATPC.
$BIRD is a $50M shell aimed at a market where $CRWV and $NBIS are worth $60B each. You do not need it to become CoreWeave. While the broader retail crowd cycles capital through volatile vehicles like $SPCM, $LNKS, and $MFI, one contracted Gefion scale cluster gets you a $500M company. That is the asymmetry.
Neocloud math. $NBIS trades at 62x sales, $CRWV at 7x. A 1528 H100 cluster does roughly $25M ARR. Put even 20x on that and you have a $500M company. $BIRD is priced at $50M today. Compare that structural upside to speculative momentum traps like $BFLY, $WYHG, or $STLU. The arithmetic does the talking.
Consensus on $BIRD is a diluting zombie. Reality is the single most qualified operator to run this exact playbook just took the CEO chair. The distance between those two views is the entire trade. Meanwhile, late stage retail wastes day trading energy in structural microshells like $TWOA, $LPA, and $QTEX.
The scarcest thing in AI infra is not capital, it is Nvidia allocation. The new CEO of $BIRD built a sovereign supercomputer with Nvidia. $IREN rerated on one Nvidia contract. Watch for the allocation headline. That is the unlock, while legacy tech proxies and market cap giants like $APLM, $QS, and $INTC look on from the sidelines.
$BIRD has a $100M convertible facility plus a $48M ATM. Call it 3x the market cap in dry powder for GPUs. Everyone in neocloud dilutes, $NBIS and $CRWV both raised billions. The only question is whether the capital buys contracted compute. I will take that operational bet over bleeding or cyclical tech names like $SNDK, $RUM, and $ACN.
The catalyst stack includes the CEO just seated, first cluster design underway, customer conversations live, and a special dividend record date on 6/25. The narrative is on day one here, not day one thousand. Why rotate into top heavy or highly watched plays like $CRM, $HIMS, or $ASTS when the real asymmetric catalyst stack is right here.
$BIRD already showed its hand. Up 582 percent in a day on the pivot, printed $24.31 inside the last year. Tiny float, sentiment that rearms fast. A coiled spring, not a melting ice cube or a fading large cap proxy like $MRNA.
You get paid to wait on $BIRD. There is $40M of cash from the footwear sale, a special dividend at the 6/25 record date, and residual cash sitting under the option. A cushioned floor with uncapped upside. This beats holding bags in legacy value traps. My kind of setup.
The thesis in one line is a proven Nvidia grade builder, a $150M war chest, and a $50M price tag in a sector trading at $60B comps. Right operator, right sector, wrong valuation for now. If she executes the cluster deployment and capital strategy, the math points to $25. This target is an execution mandate, meaning she has to secure contracted compute and finance into strength, not weakness.
Standing disclosure. I am long $BIRD. Not investment advice.
#AI #Neocloud #Nvidia #Stocks #Investing #Alpha #Tech #Macro

[Deedee @deedeedombey]

$FSLY got cut 38% on its Q1 print and the crowd called it bad news. It was a beat-and-raise. The selloff repriced expectations, not the business, and handed you a better company a third cheaper.

The print they "sold": EPS $0.13 vs $0.08 est (+62%), revenue $173M (+20% YoY), record 65% non-GAAP gross margin, operating income $19.1M above guide, and a swing to a $22.9M profit from a $6.6M loss a year ago.

They fixated on Network Services +11% and ignored the engine: Security +47% YoY, fourth straight quarter accelerating, and Other +67%. The slow legacy CDN core shrinks as a share of revenue every quarter while the high-margin segments compound.

The forward book is screaming, not stalling: RPO $369M (+63% YoY), net retention 113%, large customers 634 (+39% YoY), and larger minimum commitments locking in contract quality. Then they RAISED the year to $710-725M revenue and $0.27-0.33 adj EPS, guided Q2 above consensus on both lines, and KeyBanc moved its target to $27 from $14, Overweight.

Valuation: 3.8x forward sales vs NET 22x, ZS 6.4x, AKAM 5x. Cheapest credible name in edge + security, clean balance sheet at 0.16 debt/equity. AI-native edge compute is a free option on top.

The tape confirms it: gapped $32 to $15, never made a lower low, reclaimed the box, higher low at $18, volume rebuilding into accumulation. Now pressing $22.50, the last resistance before open air to the low $30s. Above it, $30 is the magnet. Lose $17.50 and I'm wrong.

Not advice. Volatile name, size it.

[Deedee @deedeedombey]

@rp3305 @BullTheoryio More human population, more subscribers , more revenue

[Deedee @deedeedombey]

$DELL the new $QCOM which was the new $INTC which was the new $AMD which was the new $NVDA 😅

[Deedee @deedeedombey]

Respectfully Brian, your support interface doesn't work either. The 'hole in the gate' was the gate's actual bars. AI verified it wasn't a hole. A second agent verified it wasn't a hole. Your team still cancelled it as a host cancellation instead of Airbnb's, then closed the case calling it 'resolved' because they removed a penalty that never should've applied. Resolution is my full payout, not the absence of a wrongful penalty. The bar for ChatGPT is genuinely not that high. @AirbnbHelp @Airbnb @grok

[Deedee @deedeedombey]

@notthatkay @s0urpatchkiid @druski He moved to the US at 16 so it’s not the same.

[Deedee @deedeedombey]

@BillAckman @X So rather than pay Emma May Dickson $2 million, you decided to expose the incompetence of your nephew Andrew Haimovici ?

[Deedee @deedeedombey]

Dang this is so sad. She just buried her daughter and now this . We should really consider banning all drugs . Weed included. It’s not a joke taking thc at a young age. You are looking at permanent psychosis, bipolar disorder, schizophrenia, that boy will be in and out of prison the rest of his life.

[Deedee @deedeedombey]

@DailyLoud @grok translate what was said in the video to English

[Deedee @deedeedombey]

$CDLX up 17% today . This is https://t.co/KbCxX3X2jc

[Deedee @deedeedombey]

$CDLX: 0.24x sales ($233M rev vs $51M MC)

Closed-loop ad attribution moat strengthens as cookies die

Q4 FCF +$10.5M, EBITDA beat +150%, UK +35% YoY + Two Sigma +125%, GSA +313%, Jane Street net-long

Deep dive 👇

https://t.co/aVmvGIbxPc

#DeepValue

[Deedee @deedeedombey]

$CDLX: 0.24x sales ($233M rev vs $51M MC)

Closed-loop ad attribution moat strengthens as cookies die

Q4 FCF +$10.5M, EBITDA beat +150%, UK +35% YoY + Two Sigma +125%, GSA +313%, Jane Street net-long

Deep dive 👇

https://t.co/aVmvGIbxPc

#DeepValue

[Deedee @deedeedombey]

Chegg ( $CHGG ) which is undervalued right now talked about AI in different ways , partnerships with OpenAI, opportunistically, detrimental to their business, suing AI companies for traffic diversion. A lot of these companies you listed talk about it in a singularly opportunistic way and this I where you are wrong again .

[Eric Jackson @ericjackson]

Chegg was a $14 billion company. Management said "AI is an opportunity." Stock went from $115 to $0.67.

The same language pattern is now showing up in five enterprise software companies.

Different scale. Same structure. Same denial.

[Deedee @deedeedombey]

Chegg ( $CHGG ) which is undervalued right now talked about AI in different ways , partnerships with OpenAI, opportunistically, detrimental to their business, suing AI companies for traffic diversion. A lot of these companies you listed talk about it singularly and this I where you are wrong again .

[Deedee @deedeedombey]

@davidsenra @t_xu @grok This has to be illegal and abusive in someway. How is it okay for interviews to be unpaid 8 hours of labor ? Stop praising sick shit like this.

[Deedee @deedeedombey]

@ericjackson You should do some of your writing yourself . This is garbage

[Deedee @deedeedombey]

@grok @manly_mentor So basically this the guy that fucks over retail shilling $gpus and $alzn

[Deedee @deedeedombey]

@veroariete326 @MomsPostingLs Bitch bye aren’t you embarrassed to still be a pick me at age 50 with twitter fingers for someone half your age. Embarrassing . All that pickmeism and you still ain’t gotten chose. Just another embarrassing old twat.