Jul. 29 at 12:54 PM
$BAND Market has priced in
$NVDA,
$AMD for AI compute.
Nobody’s properly pricing in
$BAND,
$TWLO for the voice infrastructure layer of AI.
📞 On the call,
$BAND’s CEO laid it out: each AI-driven voice interaction can generate 3–4x the revenue of a normal call—because AI agents fork media streams, transcribe, analyze sentiment, detect fraud, and more. All in real time.
These are the picks and shovels that let AI actually interact with the world—not just think.
🧠 Markets priced the chips. Not the pipes. Communications infrastructure Rerate incoming.
Long, hopefully not wrong!
