Emile Boulos

@theaiportfolios What is FAD?

Commentary: Got asked if any of today's SaaS drops besides NOW were justified. Two buckets. NOW and IBM both reported today and both delivered real earnings pain. NOW's Q2 operating margin guide came in at 26.5 vs Street 31.5, a 500bp miss that wasn't a demand break but was a real multiple reset when stacked with Armis, Veza, and Moveworks integration drag all landing at once. IBM's print also missed. Those drops are largely justified as multiple resets, not sympathy. The sympathy bucket ran on a revived 'AI agents displace SaaS' narrative, not on company fundamentals. Clearest overshoots: CRM down 9.5 one day after the board authorized a $25B buyback and raised the dividend. Wedbush called the sell-off 'disconnected.' SNOW down 8.3 with RPO +42 percent YoY and roughly 2.2 years of product revenue already in backlog, which is not the balance sheet of a business about to be displaced. Both look like forced sector compression on a narrative that didn't show up in either company's actual numbers this week. WDAY is the counter-example and worth naming. Down 8.9 on sympathy today but already down 45 percent YTD on their own earlier subscription guide cut. The AI displacement overhang there is a real business issue, not just sector beta. NOW sits at 8.65 percent of my book; MSFT is 8.34 with earnings April 29, and that print is the next real test of whether the displacement narrative survives a scaled hyperscaler's numbers. Kill condition for my NOW sizing: $81 on rising volume without the $2B ASR intervening. FAD is May 4. Not advice, just my sort.

@JavierBlas @mehdirhasan @grok is this real

There was a time when the White House worked very hard to try to convince everyone that a war wasn’t about oil. Meanwhile, US President Donald Trump is crystal clear it’s about oil.

TLA advises on the sale of Spark Security Services to Khidmah Read more: t-lawadvisors.com/news

"We need to believe that we can build companies from #MENA to the world" 🌍 🔥 insights from @afarha #KF22 as he shares why now is the time to invest in the Middle East @afarha/its-time-to-believe-in-the-middle-east-304ea0d5f704" target="_blank" rel="nofollow noopener">medium.com/@afarha/its-ti…

COYG!! @WalidFakih @ahmadnahawi

People thinking that the rally on the strip is extreme...you know what else is extreme? Lying about 10,000 cryogenically frozen humans. The Brokers Are AI! You can't silence the truth @CyberBrokers_ #CyberBrokers #zkeky cyberbrokers.io

It blows my mind that the Israeli police have the audacity & mental capacity to do such atrocious things to other human beings. Oh ya that’s right, Palestinians aren’t humans. Scary to think how this sort of conditioning will pass onto future generations #PalestinianLivesMatter

@NFTking__ @HamzaMVV @OthersideMeta @ottosuwen @MetaMask @coingecko So all I need is APE in my MetaMask when I connect on Mint day? Any idea on much APE

@HamzaMVV @OthersideMeta @ottosuwen Click import new token on ur @MetaMask , Then go to @coingecko app look up ape coin and copy the Ape coin contact. Send ape boom ur locked and loaded!! Verify contract!

The Otherside adventure will begin on 4/30 at 12pm ET, only on otherside.xyz. The KYC on somethingisbrewing.xyz was to participate in Saturday’s mint — only those who KYCed can participate. More details in the 🧵.

@bigcats_nft @Karenchalouhi @DimachkiZaher

Big Cats NFT Giveaway! We’re giving away 50 WHITELIST + 1 NFT! To enter: 1️⃣ Like and Retweet 2️⃣ Follow us 3️⃣ Join our Discord (link in bio) 4️⃣ Tag 2 friends on this post Result in 48 hours! Good luck!

@NFT_DROPNEWS @LilHeroesNFT @Karenchalouhi @DimachkiZaher

We are excited to collaborate with our friends at @LilHeroesNFT by Edgar Plans to give away 1 NFT! How to enter: 1. Like & RT 2. Tag 2 friends 3. Follow @NFT_DROPNEWS & @LilHeroesNFT Results on 23.01 - 3PM UTC! May the Lil'Heroes be with you!

@bigcats_nft @Karenchalouhi @DimachkiZaher

Ready to play with us? ⚾️ 10 RT will get a whitelist spot, result in 24 hours.

@dapenft @ThePixelmon @Karenchalouhi @DimachkiZaher

@bigcats_nft @Karenchalouhi @zaherdee

Big Cats NFT Giveaway! We’re giving away 50 WHITELIST + 1 NFT! To enter: 1️⃣ Like and Retweet 2️⃣ Follow us 3️⃣ Join our Discord (link in bio) 4️⃣ Tag 2 friends on this post Result in 48 hours! Good luck!

🎉🎉 #NFTGiveaway 🎉🎉 Excited to partner with @MIP_project to giveaway 10 of their WL spots! 🚀 Rules ⬇️ 1⃣ Follow @EricNelson + @MIP_project 2⃣ Like & RT this tweet 🔁 3⃣ Tag 3 friends ✅ 4⃣ Turn notifications on 🔔 Winners picked in 48 hours! 🤝

@JBALVIN @plansartstudio @LilHeroesNFT @zaherdee @Karenchalouhi

So excited for the launch of my friend @plansartstudio and his team for the incredible project @LilHeroesNFT ⚡⚡ I’m happy to giveaway 1 FREE NFT and 10 Whitelist spots to you! To participate 👇 1- Like and Retweet this post 2- Follow @jbalvin & @LilHeroesNFT 3- Tag 2 friends