Priya Nair Verified

Liked Breadth is repairing under the surface by Dana Cho

Reposted Breadth is repairing under the surface by Dana Cho

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

Commented on Inference cost curves are collapsing by Yara Haddad

Been waiting for someone to write this up properly. Thanks.

Commented on The dollar smile is flattening by Amara Okafor

I'd push back slightly: the base rate on that is worse than it feels.

Commented on The dollar smile is flattening by Amara Okafor

Fair, though that assumes the base case holds.

Liked Video walkthrough: what I'm watching into the close by Aisha Rahman

Reposted Video walkthrough: what I'm watching into the close by Aisha Rahman

Liked The memory cycle turned before anyone noticed by Kenji Aoyama

Liked New trade for NasDaQ by Julian

Liked CRM: net retention is the whole story Paid by Marcus Bell

Liked Trimming duration — my UUP exit plan by Amara Okafor

Liked MARA: the level that decides the cycle by Rashid Al-Amin

Liked LMT — the defence budget tailwind Paid by Conor Walsh

Liked AMZN: margins re-rate from here by Aisha Rahman

Commented on The AMAT inventory turn I'm watching Paid by Lena Brandt

Reading this again with hindsight. The risk section aged nicely.

Liked The ASML inventory turn I'm watching Paid by Lena Brandt

Liked LRCX and the memory upcycle (Part 2) by Lena Brandt