Long story short, I posted on here that I owned thousands of Intel calls back when it was at $19. Gave the reasons why it would moon and now I’m getting asked a lot in dms what’s next.
I’ve gone super long Tlt, which is a probably too boring for this space.
The other name is chegg. They are currently sitting on one of the most valuable data training assets for LLMs in the world and are just now leveraging it. People think of them as the homework helper killed by AI but miss that the reason they could help all those kids cheat on their exams was a team of 250,000 subject matter experts across the world. Those same experts can now generate data for AI.
It’s true the other assets are worth $3-4 without the data/experts, but the real juice comes from this training network that they just announced. Scale AI has a smaller network and sold to meta at a valuation north of 30B.
That would be 300x from where chegg is today.
So it’s unconventional and at face value looks crazy, but so did Intel at $19, micron at $65, and baba at $69 when I bought them last year.