Viktor Reinholt Verified

Liked Breadth is repairing under the surface by Dana Cho

Liked Inference cost curves are collapsing by Yara Haddad

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

Commented on The dollar smile is flattening by Amara Okafor

Same read here. The risk is it takes longer than anyone wants.

Liked Diesel cracks are telling a different story by Greta Lindqvist

Commented on The dollar smile is flattening by Amara Okafor

Right, but consider the second-order effect.

Commented on Diesel cracks are telling a different story by Greta Lindqvist

The footnote disclosure in the last filing supports this read, for what it's worth.

Liked Deposit costs have peaked by Tomas Rivera

Commented on The memory cycle turned before anyone noticed by Kenji Aoyama

Reasonable thesis but I think MU is priced for most of this already.

Liked FXI: small caps are coiling by Beatriz Mendes

Liked Why I'm fading this IWM rally by Dana Cho

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

Liked The SLB setup the barrel bears miss Paid by Greta Lindqvist

Liked SPG: the cap-rate repricing is mostly done by Mei Lin

Liked Trimming duration — my UUP exit plan by Amara Okafor

Commented on LMT — the defence budget tailwind Paid by Conor Walsh

Still one of the better write-ups on LMT.

Liked LMT — the defence budget tailwind Paid by Conor Walsh

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

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