forgot to twt bc i was busy, but bought $ENHA, Planet Lab and Cerebras on Friday - all down like 50-70% in ~a week and could go lower, i've been waiting to build positions for a while
willing to size up my small ASTS and STM if we dump again and i have spare salary lol
Minh Nhat Nguyen@menhguin
i briefly considered if it's actually beneficial to zai and minimax that AI budgets are restricted, since they're cheaper alternatives. then i realised giant western tech companies are not directly using their APIs in bulk anyway. and the shares are ~largely trading on hype.
10:21 AM · Jun 8, 2026 · 574 Views