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@undrvalue
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Investor & analyst. Tech, consumer, value.
California
Joined January 2026
Many are saying OpenAI’s $10B private equity joint venture is giving a “desperate” feeling Vendor financing dressed up as venture capital. Guaranteed returns that smell like a Ponzi. A company burning $14B this year buying distribution it can’t earn organically. I’d push back…
OpenAl is offering private-equity firms a guaranteed minimum return of 17.5%, as well as early access to models not yet in public release.
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$NVO is a cursed stock
$NVO just got FDA approval for Wegovy HD (7.2 mg), its higher-dose semaglutide. The results are strong: Mean weight loss: 20.7% ~1 in 3 patients lost 25%+ This builds on Wegovy 2.4 mg and adds a more powerful option for patients needing greater weight loss. It was also
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$GOOG just leapfrogging all the prosumer AI apps and giving them away…
We’re launching a brand new, full-stack vibe coding experience in @GoogleAIStudio, made possible by integrations with the @Antigravity coding agent and @Firebase backends. This unlocks: — Full-stack multiplayer experiences: Create complex, multiplayer apps with fully-featured
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Claude has gone down due to system overload at least twice today. There's not enough compute. $NVDA $AMZN $ZM
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Nice little +15% today
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Getty earnings today. It’s a fun side bet for me.
Bonus Theme #10: Overlooked AI Winners I predict that Getty Images $GETY will pivot from AI casualty to AI winner. The initial reaction to generative AI was existential fear. Getty sued Stability AI. The stock collapsed. Everyone assumed image libraries were dead. But that's
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Excellent piece from @benthompson
Agents Over Bubbles Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble. https://t.co/LdPu3L37Vl
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$NVDA
PROFESSIONAL NEWS ALERT: As we have said a couple months ago, NVIDIA GPU rental prices are rising rapidly again and capacity is being sold out. Between mid 2024 to Q3 2025, it was an customers market for compute where customers were able to neogigate low prices & favourable terms
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The first sentence. $CRM
Slack is going to be the interface for AI in the enterprise. And Perplexity Computer fits in very naturally into that interface. The next multi billion dollar and trillion dollar companies are all running on Slack and will see more tasks delegated to AIs than humans.
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$NU seems attractive here, caught in EM and SaaS crossfire
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A nontrivial amount of NVDA revenue comes with free equity in the ecosystem
Nebius and @NVIDIA today announced a strategic partnership to develop and deploy next-gen of hyperscale cloud for AI. NVIDIA will invest $2B in Nebius and support our adoption of NVIDIA accelerated compute, enabling us to deploy more than 5 gigawatts by YE2030.
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$ORCL up 8% on beat and strong guide? Who could have seen this coming!
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$ORCL earnings today. OpenAI complex is alive and well...
I've never seen a perception -> reality gap as big as the tech crowd narrative that "ChatGPT is dead" 🤔 I pulled data across every AI product globally - what's actually happening? 👇
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My read on $HIMS is to treat them like a pure play peptides growth stock with some baggage. The weight loss side is now a margin capped billboard for $NVO.
So $HIMS gave up compounding! You definitely only do that when you know you were doing the right thing from the start lol Math changes now - $HIMS is on the same playing field as everyone else for weight loss. Nothing special about them anymore $NVO effectively neutered them
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WTI up 27% today, 54% on the week - biggest weekly move in history I believe. The obvious cause is the Hormuz closure. 25%+ of global oil trade, effectively shut off. Real supply shock. But the magnitude of the price action is what’s interesting to me - how much is the event
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Prediction markets are offering a 6-7% yield on betting S&P to end above $3,999. Interesting
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