{"version":"market-claims.v1","expert":{"slug":"firstadopter","displayName":"Tae Kim","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/af2d96d5-4","url":"/trace/experts/firstadopter","claimed":false},"stats":{"sources":1,"marketClaims":2,"explicitCalls":0,"directionalTheses":2,"ambiguousMentions":0,"openClaims":2,"median30dReturn":null,"lastUpdatedLabel":"recently"},"claims":[{"id":"mcl_5653e23efc30a88651","url":"/trace/claims/mcl_5653e23efc30a88651","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Do not count Meta out: its advertising engine is more durable than a Google Search clogged with ads, still growing like a weed at 33 percent.","confidence":0.72,"expert":{"slug":"firstadopter","displayName":"Tae Kim","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/af2d96d5-4","url":"/trace/experts/firstadopter","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"META","name":"META","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=jTJ5xaU34Pc&t=5155s","sourceUrl":"https://youtube.com/watch?v=jTJ5xaU34Pc","timecode":"85:55","startMs":5155000,"endMs":null,"excerpt":"they reported an unbelievable quarter. I mean, they're growing at 33%... even if they falter a bit, they could sell compute capacity to, to the highest bidder."},"performance":{"entryPrice":603.450012207,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_b5be1028378ba2c07a","url":"/trace/claims/mcl_b5be1028378ba2c07a","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"NVIDIA is about as cheap as it has ever been at 19 times forward while growing 80 percent, and big stock buybacks coming will push that multiple way up like Apple did.","confidence":0.72,"expert":{"slug":"firstadopter","displayName":"Tae Kim","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/af2d96d5-4","url":"/trace/experts/firstadopter","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"NVDA","name":"NVDA","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=jTJ5xaU34Pc&t=4160s","sourceUrl":"https://youtube.com/watch?v=jTJ5xaU34Pc","timecode":"69:20","startMs":4160000,"endMs":null,"excerpt":"the stock is like almost as cheap as it's ever been. Like it's trading at 19 times forward, below the S&P 500, which is growing at like 10%. NVIDIA is growing at 80%. So this dichotomy where NVIDIA is becoming more and more undervalued"},"performance":{"entryPrice":222.87,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}}]}