obcapital @outerbridgecap
equities Hamilton, Bermuda Joined May 2025-
Tweets1K
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Followers110
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Following500
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Being a $CRWD shareholder has to be the best thing ever. You can watch your stock expand to 30x sales for no reason, doubling from the prior quarter, post the most mid earnings report and only take a 10% hit.
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Remember when everyone was initially bullish $NBIS over $CRWV because of how much better the $NBIS business model was? I think $BRUN came late to the party but one-upped every neocloud to date. If Jane Street had a neocloud arm this is what it would look like. Not long
@ContrarianCurse You think $AXON looks that expensive?
I like how all the stocks that aren’t up 1000% in the last year are the ones front running the dip
@UncleAlpha007 Ahhh I see your logic, I just don't understand why mgmt would explicitly say they are guiding $400m ARR for year end 2026 if they have LOIs for $1.2B.
@UncleAlpha007 So you are assuming they are going to make a deal with all of the online capacity they have by year end? Seems aggressive
@UncleAlpha007 So where are you getting $1.2B ARR?
Pretty clean bounce for $RDDT right off the 21 day EMA and 100 day SMA - let’s hope that continues
@Polymarket and @Kalshi are literally the worst accounts on this platform. Just disinformation spam.
Donald Trump if you can hear us please Donald Trump please make a truth social post about $NOK
Just a shame how they treat $RDDT on a day like this
5000 of these July 2027 15P for $NOK STO (bullish)
Man I can't wait for Michael Saylor to get liquidated, $BTC is going to be a max long as soon as that happens. $MSTR to $0
Is the SAAS pump over? But I just went max long $PLTR $AXON 😥
I know @aleabitoreddit is shaking in his boots after seeing that Andrew Left @CitronResearch case 😂
@RyshabTalks Why do you want to have high IV?
@jbulltard1 I just think it’s funny he only managed to make 20m
@Sergeant991 Saw the same post on r/Nok - that you?
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