Caffeinated Memos
Caffeinated MemosRandom stock ideas I came up with on my fifth cup of coffee
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | caffeinatedmemos.substack.com |
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CM #11: Booz Allen: Betting on the Beltway
Booz Allen is the second largest government IT Contractor. When the government has IT needs from custom software to cybersecurity, Booz Allen is one of the first firms to get involved.
CM #10: OpenAI is dead, long live the AI trade
Welcome back to Caffeinated memos.
CM#9: The AI Energy Crunch, Natural Gas, and a $4 SPAC beneficiary
Welcome back to the Caffeinated Memos’ series. Last month we covered Google’s AI Turnaround and went long GOOGL Nov 21 255 Calls, which are up ~300%.
CM #8: Did Google just win the AI race?
It’s been a good month for the Caffeinated Memos series. Last month’s write-up is trading at $31 from initial coverage at $21, up ~50%.
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Ideas that seemed brilliant at 2 am (and might make sense at 9 am)
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