Blaize Holdings: Excessive Stakes Bullish Thesis Wants At Least One other Yr To Play Out (BZAI)


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Investor based mostly in Geneva, Switzerland. Observe me on Twitter @GenevaInvestor for every day macro & investing nuggets. I write about macroeconomics, international traits, and what I consider are uneven funding alternatives available in the market. I’ve a Grasp’s diploma in Enterprise Administration. At the moment bullish AMD, HIMS, PLTR, US equities, Bitcoin. Good friend “Rex Investing” can be a contributor to Looking for Alpha. All opinions and evaluation on SA are completely my very own.

Analyst’s Disclosure: I/we’ve a helpful lengthy place within the shares of BZAI both via inventory possession, choices, or different derivatives. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (apart from from Looking for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.

I’ve a small place of ~1,000 shares in BZAI and plan to carry for not less than one yr to see whether or not steering materializes.

Looking for Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No suggestion or recommendation is being given as as to whether any funding is appropriate for a selected investor. Any views or opinions expressed above could not replicate these of Looking for Alpha as an entire. Looking for Alpha is just not a licensed securities supplier, dealer or US funding adviser or funding financial institution. Our analysts are third celebration authors that embody each skilled buyers and particular person buyers who might not be licensed or licensed by any institute or regulatory physique.



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