Jordan Klein

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▶ N0S Investor's videos on Jordan Klein

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Win rate by category

share of settled calls that proved right, in each category

Information Technology 100% 1 of 1

Where they stand

their own words, with a date and a source · calls resolved: 1 right · 0 wrong

In February 2025, after TD Cowen's lease-cancellation note, would Microsoft cut its AI capex plan?

To me, this all looks and sounds like business as usual. A company this large and with $80 billion of annual spend has the right to move in and out of data center leases

No · said 25.02.24 on Mizuho note (via Bloomberg) · source

Rightresolved 25.04.30

Track record

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