Conor Walsh

Liked NVDA: the bottleneck moved downstream Paid by Kenji Aoyama

Commented on AI capex is finally a cash-flow story by Priya Nair

This lines up with what I'm seeing in the MSFT tape.

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Liked The dollar smile is flattening by Amara Okafor

Liked GOOGL: the search moat argument has changed Paid by Priya Nair

Reposted GOOGL: the search moat argument has changed Paid by Priya Nair

Liked What a ten-year holder actually underwrites Paid by Elliot Vance

Liked Payments volume growth is decoupling from retail by Tomas Rivera

Liked AAPL: services margin is the whole story by Sam Whitfield

Liked NET — consumption is stabilising by Yara Haddad