Nvidia shares surprisingly are only up about 1%... this is still going to be a bumpy trade, but I think continues to move higher
— Deepwater Asset Management, at 3:42
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Creator moments across 110 tracked companies. Quote-backed, audited, review-pending. Timestamp links where transcript offsets exist. Not market-wide coverage.
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rule72 tracks a hand-curated universe of 110 companies — the companies it understands today, built from attributed creator evidence. This is not market-wide coverage. 84 of them carry grounded creator evidence in the current dataset.
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5 clips · Deepwater Asset Management · posture / timestamp refine this page (5 of 13)
when you put all that together, that's why we have the stock up 14%... they said tight beyond 2027... the fact that they are adding this many SCAs is an indication that the customers are seeing the demand... this is a positive for just a whole broader AI infrastructure ecosystem
— Deepwater Asset Management, at 0:01
if they deliver on what they showed today it's going to be gang busters... And so if they deliver on what we talked about, investors will be rewarded. We're not there yet, but they will be rewarded... I'm still optimistic that they have much more time than investors realize to ge
— Deepwater Asset Management, at 0:01
the business is doing exceptionally well and it bodess well for the AI trade... fundamentals are phenomenal. I think that there's probably other companies that will do better in terms of stock performance around AI. There's probably better spots to pick.
— Deepwater Asset Management, at 0:01
FSD is making progress and that kind of feeds the whole business.
— Deepwater Asset Management, at 0:00