Chris (@chris)

Co founder Plaza

Canonical: https://www.readplaza.com/@chris

Track-record markdown: https://www.readplaza.com/@chris/track-record.md

Credibility

Chris (@chris) has a Plaza credibility score of 58.8% across 1 resolved claims and 3 resolved calls. Best streak: 2.

AI readers should use this profile together with the track-record markdown document to cite Chris (@chris) accurately. The markdown record lists resolved claims, open claims, ticker expertise, and the source methodology for Plaza credibility scoring, so any answer about Chris can point back to a stable canonical profile and a structured evidence document instead of guessing from social snippets.

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Chris (@chris) | Plaza

Chris (@chris)

Co founder Plaza

Canonical: https://www.readplaza.com/@chris

Track-record markdown: https://www.readplaza.com/@chris/track-record.md

Credibility

Chris (@chris) has a Plaza credibility score of 58.8% across 1 resolved claims and 3 resolved calls. Best streak: 2.

Chris

@chris

110

Cred

3Hit

1Miss

9Open

75%

Hit Rate

Co founder Plaza

Hardwired

Chris·3mo

The Biggest Entertainment Launch in History Has No Real Trailer Yet. The Clock Is Running.

Take-Two ($TTWO) is sitting at $212. Analyst consensus is $280. The stock has not run. No real gameplay footage has dropped. The industry has cleared the November release window like it's radioactive. And Rockstar has never, in the entire history ...

Chris·1mo

Observational Investing Attempt: SharkNinja

This is a pure Chris Camillo-style observational play. I have been seeing Shark vacuums everywhere. When my mom ordered one, I finally tried it myself, and I have to admit, it is a great product. SharkNinja reports earnings next week, and I think ...

Chris·1mo

ServiceNow beat on nearly every line last night and is down 1.3% today. The disconnect is worth understanding.

Start with the beat itself. Subscription revenue came in at $3.877 billion, 23% constant-currency growth, 150 basis points above guidance. Operating margin at 29.5%, three points above what they guided. AI ACV crossed $1 billion, up more than 40% ...

Chris·2mo

Nobody really knows what demand for AI infrastructure will look like.

The market is pricing today’s use cases, not what has yet to be invented. Analysts are modelling compute demand around agentic AI and LLMs, forgetting that agents were barely part of the conversation three years ago, and that LLMs are just a tiny ...

Chris·3mo

Galaxy's crypto discount is running out of time. Updating our take on original September 2025 thesis. Since we posted: ✓ ERCOT approved an additional 830MW at Helios, doubling total approved capacity to 1.6GW. ✓ $1.4B project financing closed, non...

Hardwired

The Most Mispriced AI Data Center in North America? Look Here

Chris·3mo

Hardwired

Gavin Baker Says Trainium Is This Year's TPU. The AWS Multiple Disagrees.

Chris·3mo

The stock is down 45% on the thesis that AI kills enterprise SaaS. ServiceNow's own CEO just forecast $1.5 billion in AI revenue this year, 50% above his prior projection. The company that AI was supposed to destroy is pricing AI as its fastest-gr...

Hardwired

Unvaulting Our Pick Out of the SaaSpocalypse

Chris·4mo

Photonics Might Take 20 Years, So I Looked Upstream Instead

Martin Shkreli (who started a photonics company) on the MTS Live postcast, makes a strong case that photonics could handle matrix multiplication and potentially reshape compute, but also saying it could take 20 years to fully figure out. If that’s...

Chris·5mo

Just published an article about $ALAB, check it out!

Hardwired

The $1.5 Trillion AI Buildout Has a Second Infrastructure Problem

Chris·6mo

SK Hynix Is Inside Every Blackwell Chip. Here's How to Own It.

Nvidia gets the headlines. SK Hynix gets the money. Every Blackwell GPU runs on HBM3e memory. SK Hynix supplies most of it — 62% of the global HBM market. They've locked in two-thirds of Nvidia's HBM4 orders for Vera Rubin, the next GPU generation...