Angehefteter Tweet
Sean
210 posts
$19B in Revenue
$3B+ in FCF
750M+ MAUs
S tier moat
$100B Market Cap
Picasso Markets@PicassoMarkets
You can’t vibe code long-term agreements with the major record labels. Spotify reported 2025 Earnings Feb. 10th - Revenue grew to $19.44B up 14.6% YoY - Free Cash Flow grew to $3.25B up 31.5% YoY - Premium Subs grew 10% YoY to 290 million - Monthly Active Users (MAUs) climbed 11% YoY to 751 million But $SPOT is down 25% in the past 6 months!
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Sean retweetet
$PLTR is so expensive at 100x revenue but a $500B increase to the military budget for 2027 would be a massive tailwind for Palantir. It also seems likely that Trump is emboldened by the success of the Venezuela special military operation and we could see a more interventionist foreign policy than most were expecting.
Picasso Markets@PicassoMarkets
🚨10 mins to draw your $PLTR predictions🚨 Palantir with two bullish catalysts. Increased US Military activity re: Venezuela and Trumps proposed 60% increase of the military budget to $1.5T. Draw your line 🎨
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Elevator pitch time: describe your product in 5 words or less in the replies 👇
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The Agent Economy is no longer a "future" concept. It’s officially live. 🤖💳
We’re thrilled to unveil MoonPay Agents: the world's first specialized on-ramp designed specifically for AI agents.
If AI is going to run the world, it needs a way to pay for it. Now, it can.
MoonPay 🟣@moonpay
Your AI agents need crypto. Now they have it. Introducing MoonPay Agents, the non-custodial infrastructure for autonomous transactions. ➡️ Onramp 🔀 Swap across chains 🔁 Trade onchain ⬅️ Offramp Multi-chain. Native x402 support. One CLI prompt. 🤖 moonpay.com/agents
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I’ll take the W
Live with real money markets soon 👀
Picasso Markets@PicassoMarkets
🏆 Leaderboard Update Today’s Market: BitMine Immersion Technologies $BMNR 🥇 Sean $2 → $61.20 (30.6×) 🚀 Accuracy: 71.3% That’s how you scale conviction.
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Introducing prediction lines powered by @Polymarket!
View real-time probability data for BTC, ETH, SOL, and XRP directly on your perp charts.
Trade smarter on Terminal.
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Remember what happened to the last Elon employee that did a podcast….
Nikita Bier@nikitabier
I sat down with @mignano in my hometown to share stories about my childhood and what life is like when you’re customer support for 500 million people.
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got a duo of young ugc weapons running a small ugc shop
pretty cracked results from early case studies
classic consumer app niche guys
ping me if you want intro
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NYC CONSUMER FOUNDERS
sushi happy hour next week
growth hackers, viral creators, app founders
reply for an invite
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Enter by 9:30AM EST
Invite to beta: beta.picassomarkets.com/referral/PAB_U…
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We quietly did over 100k in volume with @thetailgateapp the past few days and haven’t really told anyone what it is yet.
That changes this week
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gm legends, what ya shipping this week? drop it in the replies 👇
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Me after recommending Bitcoin to my family at $126,000
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