HeyJaredYoungbull's Substack
Real moves. Real age. One teenager documenting the AI investing revolution in real time.
- Indexed issues, last 90 days
- 16
- Latest publication
- Sep 29, 2026
- Audience
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- Earliest in this view
- Aug 4, 2026
Latest issues
The Cheapest AI Stock Nobody's Talking About (opens the original)
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Everyone talks about the AI server trade and nobody mentions this one. Servers, storage, networking for data centers.Boring until you look at the numbers. June quarter: revenue 9% above consensus, EPS 48% above, stock up 28.5% in a day. September quarter: the first $1+ EPS quarter in company history ($1.11 vs $0.93 expected), record $12.2B revenue, and they raised next year's framework on top of it. The full-year EPS guide started the year around $2.40. It's $3.80 now.The engine is AI servers. R
CRDO Stock: 9-Day Win Streak, 41% Run, Back to My Cost (opens the original)
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The receipts, up top, because you came here to scan:The position: CRDO at a $213.70 cost. Friday close $210.97. Down 1.3%, which rounds to even after the week I just had.The run: 9 straight up days. +41% cumulative. Roughly $11 billion of market cap added.Friday: +7.7% on volume 54% above average. Day high $214.87, which actually poked above my cost before settling back.Thursday morning: down 8.3%. That is the part that stings to type.What happenedNo single headline. J
MU: RBC Says HBM Prices Could Jump 80-100% in 2027 (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!4ZAj!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5149a6a9-75ca-4f88-8421-83f3aa6ac8cc_2048x1152.w
Someone Has to Be the Bouncer (opens the original)
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This was the week the agentic internet grew up, and most people missed it because it happened in press releases.Tuesday, Anthropic shipped Claude Opus 5.5. Twenty percent cheaper than Opus 5, 40 percent less compute on typical workloads, matching their biggest model on most work. It is live on AWS right now. Wednesday, Amazon opened Seller Central's APIs to outside AI agents. Not Amazon's agents. Everyone's agents. Sellers can now run inventory, pricing, and listings through Claude or Amazon's o
I Bought More of the Ugliest Position in My Book (opens the original)
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<img alt="" class="sizing-normal" height="971" src="https://substackcdn.com/image/fetch/$s_!GWEA!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F343d0429-2097-48ec-94e9-c5f218b52f4e_1920x1280.w
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