Bros before Macros

[Timmy Picklez]

Lightning DD - $AI, $PLTR, $INOD, $BBAI, $AMD

$AI
Price: 32.94
Marketcap: $3.7B
Revenue: $260M
Float is 30% short
Analysts/market hates this stock
They're in all the right areas https://c3.ai/
If they deliver on 5/31, should really send this one - if not, it's getting wrecked. High stakes this week.

$PLTR
Price: 13.65
Marketcap: $29B
Revenue: $2B
Float is 9% short
Full on AI, platform + OS
WSB favorite

$INOD
Price: 11.30
Marketcap: $300M
Revenue: 80M
Deal announcements upcoming in Generative AI (likely)
https://innodata.com/generative-ai/
Float is 3% short


$BBAI
Price: 2.37
Marketcap: 335M
Revenue: $150M
Backlog with government
S-3 sitting on top of the stock, not going anywhere without big news or sellers standing down
https://ir.bigbear.ai/sec-filings/all-sec-filings##document-547-0000899243-23-013957-2
They will end up doing an offering for the company as well, they'r e burning a lot of cash, almost 1:1 with revenue
https://bigbear.ai/

$AMD
Price: 127.03
Marketcap: $200B
Revenue: $24B
Float is 2% short
They have not made a real splash into AI yet (like NVDA), I expect they will do so in the coming months
They are the assumed #2 picks and shovels play after NVDA
I was drooling at 97 after earrings, traded, should have just 'owned'. Will do so on next tech dip.