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Eddy Cue Joins for Apple's 50th, Artemis Launch, Jamie Dimon's Plan, Save Snap Now, SpaceX IPO

Sam Yagan / YOUTUBE / Jun 14

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Published evidence reviewed

Do you want to focus on the dating market with this? This fund, do you think that there's opportunities for new platforms in AI?

Public claims published

3 published market points linked to reviewed evidence.

Published market points
194:36longdirectional thesisMTCH

The dating leader keeps over half the market and top App Store ranks despite years of AI hype, trading near lows at a low-teens earnings multiple while the tape prices in a collapse that may not come.

Do you want to focus on the dating market with this? This fund, do you think that there's opportunities for new platforms in AI?

-100.00%price pending
50:29longdirectional thesisMSFT

Microsoft keeps climbing as it doubles its data-center footprint and signs decade-long power offtakes to feed AI, with the spending pause now firmly over.

2.5 gigs. Yeah, 2.5 gigs. That's a huge campus. Wow. That's really, really good. Chevron, Microsoft, and Engine One have entered into an exclusivity agreement related to a proposed power generation and electricity offtake arrangement. Chevron and Engine One had previously discussed details of their proposed power plant, but not the end user of the electricity. A deal with Microsoft would secure a long-term customer for the plant's output and help finance construction.

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50:55longdirectional thesisXLE

Energy majors and pipeline names get a new growth engine as AI data centers contract for gas-fired power and the volumes that feed it, on top of an expanding LNG export base.

The project, which could be up and running before 2030, still requires tax and environmental approvals as well as agreement of commercial, commercial terms. Microsoft is a longtime backer of ChatGPT maker OpenAI, is doubling down on constructing data centers The pause is unpaused. This is fully— we are in unpaused mode. Satya is going all in on AI. Access to reliable baseload power is emerging as a key challenge, one of the Chevron and Engine No.

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