Kevin Xu
Stupid thesis #1 βœ… Stupid thesis #2 is on Thursday πŸ‘€ https://t.co/3L4tQhpRkw
2 hours agoβ€’Kevin Xuβ€’kevinxu
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The author highlights speculative opportunities for Virgin Galactic ($SPCE), which recently saw a 37.09% daily increase to $7.43, and DocuSign ($DOCU) ahead of its earnings report on June 6th. Additional sentiment focuses on C3.ai ($AI) as a potential acquisition target for OpenAI or Anthropic, or as a beneficiary of retail investor confusion during a future OpenAI IPO. The post suggests these assets may move based on "vibe coding," ticker symbol confusion, or political endorsements rather than traditional fundamentals.

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About Kevin Xu
Kevin Xu

Kevin Xu

By kevinxu

CEO @alpha_ai. Net worth $10,602,789.50. Current swing $IREN