BLOOM’s surge from 170 to 280 is framed as the kind of sharp AI-energy rerating that rewards buying weakness, not chasing exits: the move was called a 70% gain in a matter of weeks, and further dips were presented as add points. The core portfolio idea is to lean into energy consumption beneficiaries rather than hunt obscure speculative names, with VST cast as a safe pure-play power-consumption buy and AMZN treated as too large to be cut in half anytime soon. The same add-on-on-dips logic was extended to AMZN and NBIS, with NBIS bought during a big drop a few months ago. GPT-6 was explicitly not the catalyst for the plan; the plan stayed focused on energy companies.
BLOOM was called an obvious beneficiary of the energy trade, with the debate centered on memory efficiency and whether NVDA’s GPUs are as good as the TPUs coming.
BLOOM ran from 170 to 270, then was described as “280,” with the final read: “Bloom’s up to 280.”
BLOOM’s move from 170 to 270 was labeled a 70% gain in a matter of weeks.
Sharp BLOOM rallies were framed as the kind of move that makes investors scared, followed by a possible pullback “a little bit.”
On BLOOM weakness, more buying was presented as the plan: “I could see myself kind of adding more.”
BLOOM was accumulated repeatedly on the way down from 170, with the thesis that it would come back, then the position was described as being back around 280.
The broader playbook was to keep adding when favorites crash; the claim was that after a year people will ask how the trades were made.
The case against speculative names was blunt: investors do not need “crazy… undiscovered” picks, because those names can get cut in half with little effort.
AMZN was singled out as not likely to get cut in half anytime soon.
GPT-6 was explicitly not the reason for the buying plan; the plan stayed on energy companies.
VST was bought last week and was described as a pure-play power-consumption trade.
AI was linked to higher, not lower, energy demand: “We’re not going to use less energy over time with all of this going on with AI.”
VST was called a safe energy play.
AMZN was said to have been added to.
NBIS was bought during the big drop a few months ago.
NBIS was described as a stock the speaker read about but had never heard anyone talk about, with even the name/pronunciation uncertain: “Nebius?” / “I actually don’t know, either.”