$PETS

Petmed Express

$PETS

Petmed Express

Past 12mo:1mentions1voices

All voices1 mention since Jun 2026calls only

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Recent mentions

1 mention

@wliangJun 23, 2026 · 3:05 PM

Tbh, I don't think you can go wrong with betting on most Neocloud names... Regardless if it's $WYFI that handles colocation/hosting, $NBIS that has multiple verticals, or all the way to $IREN for buildout/power (and anything in between). AI as a whole is similar to the internet "bubble" comparison everyone gets wrong. Some companies died (like $PETS, $WEBVAN, eToys, etc.), valuations were pretty insane, and speculative excess was there... But they missed the bigger picture: Fiber/telecom buildouts became the foundation of everything we use today. Look at where $AMZN is now, alongside $GOOGL, $AAPL, $MSFT, and many more. Fast forward to AI today, where bears are claiming "AI is a bubble," "capex is unsustainable," and "valuations are insane." Here's the difference... unlike 1999, AI companies have real revenue. TRILLIONS of dollars worth of it, locked in from $MSFT, $META, $AMZN, and more. And capex isn't speculative VC money like before lol. It's profitable hyperscalers funding their own buildouts. We are witnessing, and investing in, the foundation for agentic AI, AGI applications, and the next decade of growth. TLDR: We are early.

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Frequently asked

Who mentions $PETS most on Surfaced?

@wliang (Wayne Liang) mentions $PETS most — 1 mention in the past 12 months.

When was $PETS first mentioned on Surfaced?

The earliest tracked mention of $PETS in the Surfaced archive was on Jun 23, 2026.

How many voices track $PETS?

1 FinTwit voice has mentioned $PETS 1 times in the past 12 months.

What kind of voices mention $PETS most?

$PETS is mentioned most by Long Research voices on Surfaced.