The Pod Shop Project

L/S Renewables

[The Pod Shop Project @PodShopProject]

@jacobinfante24 @PFN365 Harrison smith would be insane! As a Vikings and bears fan, that would be nuts to see.

[The Pod Shop Project @PodShopProject]

@ChrisCamillo @ConnorJBates_ Did you make back the drawdown and more? Or just recovered losses?

[The Pod Shop Project @PodShopProject]

@TravisBiziorek Exactly why MU faded so hard today

[The Pod Shop Project @PodShopProject]

@ChrisCamillo In my view AMZN just getting started. Trust has been earned on ROIC on capex.

We also have reached peak rate of change on capex.

[The Pod Shop Project @PodShopProject]

Seems the market has enough visibility to MSFT / AMZN FCF coming back in a few years. We have reached peak rate of change on capex. Rotation likely continues to flow from SOXX to AMZN/MSFT’s of the world (software included).

[The Pod Shop Project @PodShopProject]

@UpslopeCapital TW down 11% on this ….. seems a bit much?

[The Pod Shop Project @PodShopProject]

@TravisBiziorek Today you get 1) relief rally on “de-gross” being over 2) this doesn’t mean rotation won’t continue.

[The Pod Shop Project @PodShopProject]

@bryan_johnson Tell me more, why do you feel this way?

What aspect is “too far”.

Maybe you are questioning more so do we need to live forever?

[The Pod Shop Project @PodShopProject]

@ChrisCamillo Hopefully GOOGL print priced in a capex raise for AMZN, and now can work even if “higher capex”

[The Pod Shop Project @PodShopProject]

@GavinSBaker Yes and key will be low cost sites, and how cheap the power is for those data centers.

[The Pod Shop Project @PodShopProject]

@ChrisCamillo I like the idea, but I think hard to see other dip buyers in the name until crude settles down . AMZN most crude sensitive mag7

[The Pod Shop Project @PodShopProject]

@TravisBiziorek Best trader I know! Always calling it how it is. My sense is hedge funds are waiting for GOOGL print to fade semis. If miss on capex, they press, and if beat on capex, they fade.

[The Pod Shop Project @PodShopProject]

@PatMcAfeeShow @AdamSchefter Yes! This was part of my 2026 season prediction as well

[The Pod Shop Project @PodShopProject]

@ChrisCamillo Plus most sell side reported this last Thursday/Friday.

News doesn’t get sold twice

[Za @ZaStocks]

The best time to own a growth stock is when it’s expensive and nobody believes in the thesis.

Not when everyone is clamoring about how cheap it is.

[The Pod Shop Project @PodShopProject]

@ZaStocks Yes preach! Everyone posting ��MU is 5x P/E” needs to see this post

[The Pod Shop Project @PodShopProject]

My @NFL 2026 Hot Takes:

1) @Raiders most improved, 8 wins+

2) @ChicagoBears colston Loveland concussion from last season comes back to haunt him. This injury isn’t talked about enough. serious time lost if re-injured.

3) LA Rams miss playoffs

4) NY Giants make playoffs

[The Pod Shop Project @PodShopProject]

@BourbonCap TW has more durable growth, and less risk to perps.

[The Pod Shop Project @PodShopProject]

@cantonmeow Dog you lowkey growing to be one of my favorite accounts