{"version":"market-claims.v1","claim":{"id":"mcl_019cbaf99428767996","url":"/trace/claims/mcl_019cbaf99428767996","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"AI data center infra names like Bloom and Seagate get rewarded with high multiples for being in the right category.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"BE","name":"BE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2759336391?t=1513s","sourceUrl":"https://twitch.tv/videos/2759336391","timecode":"25:13","startMs":1513000,"endMs":null,"excerpt":"I think this might be similar to Micron where the beat was so big that people wanted to hear a little bit more. Bloom. This is a mid, the stock sort of waited. Wow, this is nuts. This is one of Chris Camillo's biggest, uh, dude, Bloom is, is gonna run."},"performance":{"entryPrice":226.7299957275,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"3-12mo","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"source":{"platform":"OTHER","title":"Bubble Boi INTERVIEW (5PM EST)! Stock Market DOWN… Sam Altman vs Elon?! OpenAI in Trouble?","sourceUrl":"https://twitch.tv/videos/2759336391","publishedAt":"2026-04-28T20:07:56.000Z"},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2759336391?t=1513s","sourceUrl":"https://twitch.tv/videos/2759336391","timecode":"25:13","startMs":1513000,"endMs":null,"excerpt":"I think this might be similar to Micron where the beat was so big that people wanted to hear a little bit more. Bloom. This is a mid, the stock sort of waited. Wow, this is nuts. This is one of Chris Camillo's biggest, uh, dude, Bloom is, is gonna run.","quote":"I think this might be similar to Micron where the beat was so big that people wanted to hear a little bit more. Bloom. This is a mid, the stock sort of waited. Wow, this is nuts. This is one of Chris Camillo's biggest, uh, dude, Bloom is, is gonna run.","speaker":"ThreadGuy"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"BE","name":"BE","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":226.7299957275,"currency":"USD","observedAt":"2026-04-28T20:07:56.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"BE","assetClass":"EQUITY","price":226.7299957275,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"BE","observedAt":"2026-04-28T20:07:56.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}