$RPI

Does he own it?

First tweet opens with a first-person long ("Long $RPI") and a sizing caveat that it is "not a major position." Later recaps repeatedly bucket it among "my core longs" / "core European longs" and use possessive framing ("my lobster companion," holding it). No explicit percent weight given, and tone leans heavily on thesis-promotion/vindication, but direct long statements support ownership.

His thesis

Raspberry Pi is mispriced because cheap, mass-producible boards became standard hardware for running local AI-agent swarms (OpenClaw/PicoClaw), expanding its TAM from education/hobby into AI orchestration. He argued demand-driven revenue would accelerate far above the consensus ~14-17% to roughly 48-55%, re-rating a small, clean-balance-sheet, profitable ~$500M company. He frames it as a fundamental revenue story, not a meme, and as a possible "mini-NVIDIA" for low-end edge AI.

How his view evolved

Began as a small "fun" long idea in Feb; rapidly validated as the stock ripped and media covered it. Shifted to repeated vindication/victory-lap posts after a broker hiked 2026 growth to 58% (near his 55% call). By June it is a held core-basket name he is "just seeing how things go" on.

Key points

• Claims to be first to frame RPI as AI-agent hardware; projected ~55% growth vs 14-17% consensus, later validated at 58%
• Repeatedly defends thesis against media 'meme stock' labels, insisting it is fundamental revenue/TAM expansion
• Tracks it from ~$283 to ~$983 (+247%) and includes it among his core European longs while flagging it as a smaller, non-major position

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $RPI on X ↗