EconNotes

Long-term investor 📈 | Buy & hold mindset | Sharing my journey | $IREN early investor | Not financial advice |

[EconNotes @EconNotes_]

@realCryptoMatze Feels like positioning was stretched on the short side and even small moves were enough to trigger forced covers

[EconNotes @EconNotes_]

Is holding cash actually the riskiest position in a market that never seems to wait for you anymore?

[EconNotes @EconNotes_]

@TwoMindMoney Thanks! Enjoy your day

[EconNotes @EconNotes_]

Happy Sunday everyone.

One of the nicest feelings in investing is knowing your future self is quietly being taken care of by decisions you made years ago.

[EconNotes @EconNotes_]

@dailymarketpile You too man!

[EconNotes @EconNotes_]

@InvestJourneyX Thank you man! Enjoy

[EconNotes @EconNotes_]

@realCryptoMatze Fair point. Compute gets priced first but the data layer is usually where enterprise adoption either compounds or stalls

[EconNotes @EconNotes_]

$SNOW just reminded the market that AI is not only a chip story

Data platforms still matter

A lot

[EconNotes @EconNotes_]

@MikesMarketLab Yep one if the craziest!

[EconNotes @EconNotes_]

If you still viewed $DELL as “just a PC company”

This earnings report probably felt very outdated

[EconNotes @EconNotes_]

@JDRinvests Gm man!

[EconNotes @EconNotes_]

@realCryptoMatze Exactly! Enjoy your weekend

[EconNotes @EconNotes_]

Happy Saturday, FinX community.

A good reminder:

Some of the best investing decisions happen when you stop chasing action and start trusting time.

[EconNotes @EconNotes_]

@notanotherquant Thanks man! Enjoy

[EconNotes @EconNotes_]

@TinyToothDDS Interesting combo. Feels like you’re covering platforms, compute and memory without needing to pick every individual winner

[EconNotes @EconNotes_]

Be honest

$DELL OR $NVDA

Would you rather own the chips

Or the company helping deploy the AI buildout everywhere?

[EconNotes @EconNotes_]

@realCryptoMatze Yeah that’s the real question. Backlog looks great on paper but the harder part is converting AI demand into durable recurring revenue

[EconNotes @EconNotes_]

Remember when $DELL earnings were mostly about laptop demand

Now the market watches AI servers, backlog, and data center spend instead

[EconNotes @EconNotes_]

Be honest

$DELL OR $NVDA

Would you rather own the chips

Or the company helping deploy the AI buildout everywhere?

[EconNotes @EconNotes_]

At what point did money stop being about freedom and start being about constantly checking charts at random times?

[EconNotes @EconNotes_]

@realCryptoMatze Interesting angle. Do you see $DELL as benefiting mainly from AI server demand or is there something deeper in their positioning you’re leaning on?

[EconNotes @EconNotes_]

@kilocode Interesting. How much of this is actually “autonomous building” vs just very good scaffolding from a strong initial spec

[EconNotes @EconNotes_]

@PHILLIPKIN32593 Yeah $TSM is probably the cleanest “picks and shovels of everything” exposure in the whole AI stack right now

[EconNotes @EconNotes_]

If you had $100,000 to invest in one stock for the next 5 years, what are you choosing?

$MU

OR

$TSM