Natasha Mascarenhas 2.8 3 ideas
Reporter, Bloomberg
After 1 day
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3/15 min ideas
After 1 week
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3/15 min ideas
After 1 month
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3/15 min ideas
By sector
Stock
3 ideas
-7.7%
Top tickers (by frequency)
AMZN
1 ideas
100% W
+3.1%
NVDA
1 ideas
0% W
-6.5%
SFTBY
1 ideas
0% W
-19.5%
Best and worst calls
Best calls
AMZN LONG
+3.1%
OpenAI is closing a funding round >$100B. SoftBank is reportedly investing $30B, Amazon $50B, and Nvidia $20B. This is n...
Feb 19
NVDA LONG
-6.5%
OpenAI is closing a funding round >$100B. SoftBank is reportedly investing $30B, Amazon $50B, and Nvidia $20B. This is n...
Feb 19
SFTBY LONG
-19.5%
OpenAI is closing a funding round >$100B. SoftBank is reportedly investing $30B, Amazon $50B, and Nvidia $20B. This is n...
Feb 19
Worst calls
SFTBY LONG
-19.5%
OpenAI is closing a funding round >$100B. SoftBank is reportedly investing $30B, Amazon $50B, and Nvidia $20B. This is n...
Feb 19
NVDA LONG
-6.5%
OpenAI is closing a funding round >$100B. SoftBank is reportedly investing $30B, Amazon $50B, and Nvidia $20B. This is n...
Feb 19
AMZN LONG
+3.1%
OpenAI is closing a funding round >$100B. SoftBank is reportedly investing $30B, Amazon $50B, and Nvidia $20B. This is n...
Feb 19
OpenAI is closing a funding round >$100B. SoftBank is reportedly investing $30B, Amazon $50B, and Nvidia $20B. This is not just an investment; it is a capital expenditure moat. For SoftBank (SFTBY), this validates their AI strategy. For Amazon (AMZN) and Nvidia (NVDA), it locks in OpenAI as a customer for compute and chips, recycling the capital back into their own revenue streams. LONG. SoftBank specifically is reacting positively to the news as a direct beneficiary of the valuation markup. Regulatory scrutiny on Big Tech consolidation of AI power.
Reporter, Bloomberg