Armchair Cannalyst

[Armchair Cannalyst @policanna]

@BlackPantherCap Potential bottom on $IREN

[Armchair Cannalyst @policanna]

@TheBigBerbowski Also - $LITE should fetch an easy 20-30% premium if truth to buy out

[Armchair Cannalyst @policanna]

People really think $LITE, with sold out inventory through ‘29 and sitting in the greatest bottleneck in the infra build out, will be bought out with no premium to current price? Seems like an easy buy
$QQQ $MRVL

[Armchair Cannalyst @policanna]

@TheBigBerbowski Give $SIVE a real look. If their laser output is as expected over the next 12-18 months, they’d be worth a deep dive. Especially w: the $LITE news

[Armchair Cannalyst @policanna]

The miss is a $GOOG issue, not a reflection of the infra build out.

$MSFT raise $25B for infra build

$ORCL w/ cash flow read through that his very positive

$MRVL solving a bottleneck by buying within the infra stack $LITE

Very bullish day for infra despite reaction $QQQ $SPY

[Armchair Cannalyst @policanna]

Today’s False Narrative: $GOOG ER is bad for infra stocks. Their legacy biz is slowing down due to the rise of agentic AI. Only segment showing better than expected growth is cloud. They have to produce greater AI to partially canabalize search to survive.

[Armchair Cannalyst @policanna]

Wondering why infrastructure is rallying? Has zero to do w / the Fed. Entirely $ORCL announcing FCF positive in ‘28 and huge FCF positive in ‘29. Data Center signal is huge for all the bubble fear $NBIS $IREN
$CIFR $CRWV $QQQ $SPY

[Armchair Cannalyst @policanna]

Today’s Narrative:

Nobody cares about the Fed meeting. No raise today, raise in Dec. Got it. All 👀 on CAPEX spend from $MSFT & $GOOG . At some point markets will realize the insatiable spend is actually good, not bad for infrastructure co’s. Iran is the macro 👀
$QQQ $SPY

[Armchair Cannalyst @policanna]

@ShardiB2 Today he’s very secondary to AH earnings

[Armchair Cannalyst @policanna]

@NiallHarbison Thank You!

[Armchair Cannalyst @policanna]

@uscfb Just fire Riley already

[Armchair Cannalyst @policanna]

@TheBigBerbowski Should be enough to take $STX down 5-10% tomorrow

[Armchair Cannalyst @policanna]

@Mr_Derivatives Heis - most everything in our AI sector is already down 30-60% from highs. Don’t let the Mag 7 fool you. The crash already happened. Burry was right.

[Armchair Cannalyst @policanna]

@Mr_Derivatives Don’t worry - Eric Jackson has it going to $82

[Armchair Cannalyst @policanna]

@ShardiB2 Yes - but we’ve seen the same crash in our AI market over the past month

[Armchair Cannalyst @policanna]

@NiallHarbison Hell yeah - go birdie!!

[Armchair Cannalyst @policanna]

@TheBigBerbowski Every time I check, I expect the QQQ’s to be down .5 to 1%

[Armchair Cannalyst @policanna]

@BullTheoryio Been the question since March w/ zero progress

[Armchair Cannalyst @policanna]

@elonmusk @bot Elon - can u elaborate on your quote about half built data centers stranding compute? Why, lack of demand, power, chips, materials, financing? Seems everything is a bottleneck besides demand. The market would like to hear from you

[Armchair Cannalyst @policanna]

@yianisz Easy - Iran - conclusion = lower oil, lower inflation, declining bond yields. It’s the only silver bullet