Longview Research @Longviewres

@WulffResearch Too risky and not conclusive enough of a thesis. Too many people on X doing very low quality framework “Research” to justify taking risk. This should not be the way you build a thesis on a stock.

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Longview Research @Longviewres

4 days ago

@adamtlr @rk8215 @chinoalemano @SpaceInvestor_D @EhrmantrautCap_ $CGEH catalysts approaching. My biggest regret will be not buying enough.

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Longview Research @Longviewres

5 days ago

@MicrocapTrader Yes and most people don't realize only $BE and $CGEH are the only ones ready for this power architecture. I cover this in detail in my long-form write up.

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Longview Research @Longviewres

5 days ago

@billyg85 sure is, stocks don't only just go up

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Longview Research @Longviewres

5 days ago

@CompoundRich @FahadThoughts97 Am not surprised by this, clear the direction they are headed.

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Longview Research @Longviewres

a week ago

Sold right before the actual catalysts?!

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Longview Research @Longviewres

2 weeks ago

$BE CEO bullish right now on Bloomberg TV: "In an interview, Bloom CEO KR Sridhar says that if there is a need, obviously, the company will go and raise money, but there is no reason to just go raise money right now given that the company can recover the cost of building a new factory in six months through sales."

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Longview Research @Longviewres

2 weeks ago

@CharuruCha14310 Sit back and enjoy the show, catalysts take their time, but when they align with corp positioning you get alpha capture.

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Longview Research @Longviewres

2 weeks ago

@KumpelOd44547 They are still morons and idiots. Call a spade a spade

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Longview Research @Longviewres

2 weeks ago

@toasteroven74 You’re right, he made a whole $1,000 of gains, good for him. But he is still an idiot.

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Longview Research @Longviewres

2 weeks ago

Feel like if people just keep it together for $CGEH and understand what they are playing for the payoff will just be huge. For now it is not too climactic, but this is what you want in a multi-bagger: quiet and boring upfront and then explosively higher on bigger numbers. We are not even in stage one yet of the overall thesis (no DC deal yet).

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Longview Research @Longviewres

2 weeks ago

I have a funny take on this Michael Burry thesis. The thesis is so bad and nitpicked in nature that the market ruled out the biggest bear case by the biggest bear in the market who is actually smart. This feels like the reason why the AI trade may gap higher again.

Cassandra Unchained @michaeljburry

2 weeks ago

Free to anyone interested. Part IV of the Heretic’s Guide to AI’ Stars is coming along nicely. In light of the news today about Apollo’s $38 billion debt raise for $GOOG TPUs (not $NVDA GPUs) for Anthropic, I have decided to pre-release one visual from Part IV. Enjoy.

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Longview Research @Longviewres

2 weeks ago

@gasmann25 I don't have a view on FLNC but clearly they are having some meaningful success

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Longview Research @Longviewres

2 weeks ago

$CGEH. If you actually bought and held (and hopefully read my long form research report linked below), you are likely happy as $CGEH has broken $14 per share for the first time today. Now remember the reason why the stock WILL NOT selloff at this stage is because morons like @Daniel_Koss, @everyonelovespoetry, @dead_shot, among other pumpers/dumpers, have already sold their shares. So the idiots with zero thesis and awareness of the stock have left the company. So from here, we wait for the next catalysts which actually support the thesis: 1) Nasdaq uplisting which will expand the access to the shares for institutional and foreign investors and 2) a data center deal that may be material upside to revenue forecasts (remember the stock trades below 3.5x sales WITHOUT a data center deal, so it is STILL CHEAP). Not financial advice, do your own due diligence, or better yet read the risks section of my report. Congrats for using your brain. $BE $GEV $CAT $CMI $BWA $BW $Wartsila $2G-Energy $Siemens $Mitsubishi

Longview Research @Longviewres

a month ago

x.com/i/article/2051…

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Longview Research @Longviewres

2 weeks ago

@vanshb_95 these stocks react in cycles, AI Power has been taking a breather but for last 4 weeks but that will change soon and fast, better be positioned for it.

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Longview Research @Longviewres

2 weeks ago

$BE and $CGEH. Reminder, the $NVDA Vera Rubin that is now shipping in the Fall of 2026 runs on the 800VDC architecture all while power remains heavily constrained and cost inflation is everywhere in the supply chain (like in memory), so moving to 800VDC faster saves at least ~5% of CAPEX per GW. $BE and $CGEH are potentially the only two Behind the Meter (BTM) AI Power suppliers ready to ship with 800VDC native architecture designs when data center build cancellations and token usage are both accelerating. nvidianews.nvidia.com/news/vera-rubi…