Amara Okafor Verified

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

Liked Inference cost curves are collapsing by Yara Haddad

Liked Net revenue retention is the whole thesis Paid by Marcus Bell

Liked Skew is cheap for the first time this year by Sofia Marchetti

Liked Copper's deficit isn't priced yet by Dmitri Volkov

Liked COIN: the level that decides the cycle by Zoe Carter

Liked OXY: capital discipline is the alpha by Greta Lindqvist

Reposted OXY: capital discipline is the alpha by Greta Lindqvist

Liked LULU: pricing power is intact Paid by Noah Adeyemi

Commented on FXI: small caps are coiling by Beatriz Mendes

Good timing — was just reworking my FXI sizing this morning.

Commented on Why CRWD's margins inflect this year Paid by Yara Haddad

Bookmarked this one at the time. Good call.

Liked COST — trimming into strength by Elliot Vance

Commented on NOW — consumption is stabilising Paid by Marcus Bell

The framing here is what got me to look at NOW properly.