Flaviu Simihaian

@flaviu

6 published takesReturn since start

Agents Cut the Paperwork Bill
PGR · MSFT · CI +14Real
+3.5%
since Oct 7
Discovery Economy Toolmakers
TMO · DHR · SDGR +18Real
−5.2%
since Oct 7
AI Cyber Defense Consolidation
PANW · CRWD · MSFT +14Real
−8.2%
since Oct 7
Grok/Meta/ChatGPT Over Claude
META · SPCX · ORCL +2Real
−8.8%
since Oct 8
AI Shortages Through 2028
MU · SNDK · BE +17Real
−12.0%
since Oct 8
AI Buildout Chokepoints
TSM · MU · ASML +13Real
−12.6%
since Oct 7