Toj

Wallstreetle. Guess the stock of the day. $SPY $INTC $NVDA

@Ren_aramb Her funds do well in bull markets tho seekingalpha.com/comparison/940…

$HOOD This woman is the stock ripper. Get out while you can.

@eliana_jordan I feel like lots of social sites for founders already exist but most aren't authentic

x communities are shutting down this weekend that’s how I grew fast on x and met most indie hackers when I started thinking about building a better place for founders would you use it?

Why is my For you page gross normie shit ?

@BacLeodiv I use Supabase, thought there would be more of us

how do you handle authentication? - Auth0 - Firebase Auth - Custom JWT - Clerk

@DanKulkov That's beautiful

this is enough to make a grown man cry

@sickdotdev Genius

– grab Claude Code – wrap it into something and call it “AI-powered SaaS” – price it at $25/month – get 10 users – flip it at a 10× ARR multiple ($300k) and yet… nobody’s really doing this 🤔

@sickdotdev X is the competition

Why LinkedIn has no competitors?

@avoidstupidity @aleabitoreddit Overall sentiment on the market was down last quarter though. Fear index was maxed out. Iran war and sticky inflation. People were more risk averse, even if there were some outperforming sectors.

@_toj27 @aleabitoreddit Dude did you not see the run up in AI, semi and memory stocks? This quarter was one of the most active for market participants

Product innovation from $HOOD would have been enabling international stock trading ASAP. Instead they doubled down on "prediction markets" + "raffles" + new crapcoin listings where retail recklessly lose their money. They also lost retail to $IBKR that now enabled Korean stock trading. Especially due to international stock growth from Taiwah, Korea, Europe, Japan. As a result, we saw new IBKR accounts grow to an all time high this quarter (just from qualitative experiences). My opinion is $HOOD missed earnings since they lost track of what they should actually do to help out retail investors. If they had retail investors all spending tons of TX fees from int. Equities trading, likely more margin usage, fees, cash on platform, wealth appreciation, and so on, which is the basis of the platform. Maybe things would have gone better despite digital asset downturn.

@Ren_aramb We're in such unprecedented time that maybe it's not the AI bubble, but actually the Human bubble

To think people are expecting the bubble to pop like it did in the dot com era Today’s Mag 4 P/E ratios: $META – 16x $GOOGL – 17x $AMZN – 24x $MSFT – 25x Dot-com bubble peak P/E ratios: Microsoft – 73x. Cisco – 200x+. Yahoo – 800x. The Nasdaq as a whole traded at a P/E of 200 at the peak of the dot-com bubble. Today’s “bubble” is trading at 16-25x earnings on companies generating hundreds of billions in real free cash flow. Today we have the most profitable companies on earth, $MSFT $GOOGL $META $AMZN reported beats on earnings, and you think we are in a bubble.

@BoringBiz_ So you're basically saying: Enterprises are stacking AI subscriptions, too afraid to cancel any → IT budgets balloon → CFOs squeeze legacy SaaS vendors on pricing to compensate → software companies get their margins crushed Hard to argue with that.

I absolutely think AI is hurting software companies, and it is not because of what most people think No serious company is ripping out their CRM or payroll SaaS for a vibe coded tool that was created 2 weeks ago Rather, the spend on AI at enterprises has made IT budgets a key focus area for every CEO and CFO across the board Every single one of them is now seeing their IT spend go vertical because of token costs In order to compensate for the higher costs, they are renegotiating software vendor contracts and pushing back on pricing where they can on legacy software Just as an example, I have had numerous conversations with decision makers at banks, private equity firms and hedge funds across Wall Street on their AI spend Many of them purchased licenses for enterprise OpenAI in 2024 and 2025 Now, they are realizing that vertical specific tools like Alphasense or Hebbia actually provide better value proposition to their analysts Instead of shutting down the OpenAI contract, they went ahead and demoed these new tools, and ended up onboarding them as well Early this year, same thing happened with Claude after these firms saw the massive popularity for tools like Claude in Excel and Cowork The ultimate result is that many of these firms are now stuck paying for multiple subscriptions across all the AI platforms, and this is putting a massive strain on IT budget They are now going back to legacy SaaS vendors and asking for pricing discounts, or just downsizing seats on those legacy platforms Most of them are afraid to cut off the AI licenses because they risk having to spend dollars and time onboarding again if that platform releases the next leg of innovation in AI

I had the pleasure to sit down with @MartinShkreli A truly formidable young man We didn’t talk about pharma We talked about cookie banners (& his favorite rules in prison) Also spoke about his new venture: Godel He agreed to let me invest €100 (pending regulatory approval)

If your company generates free cash flow it means you are not investing hard enough in AI

Faded Intel? Trump invested in 4 more companies. They’re no where near Intel gains. Yet? 🤔

Trump praising $INTC on Truth Social!

@ashen_one Idk for companies like these I only like it when management is technically-led

i’m not even joking i bought the stock after watching this this is true financial advice here

@compliantvc @MartinShkreli Of course Shkreli plays the Sicilian

@Mho_23 UGC

i should never be sharing this but f*ck it seedance 2.0 + claude code + tiktok is THE best combo for AI videos i cracked the formula for generating videos that look hyper realistic & make your audience feel like "holy shit this person gets me" i'm finally sharing my FULL system with you.. here's what you're getting: - my prompting method for realistic voices (works every time) - my realistic human movements & breathing claude skill (this is key for realistic videos) - my exact method on how to make infinite length videos that maintain consistency - how to get AI tools for dirt cheap (90% off) RT + reply 'UGC' and i'll send you the step-by-step system (must follow so i can dm)

@ErnestoSOFTWARE And it's done with AI, wow

Nah son WTH is this 😭 This is why this app makes $10M/yr Coconote pulled 8.2M views with a simple viral format This is so easy to recreate and applies to every niche → Gym → foods → Beauty Abuse this format while it’s early And add an extra $10k/mo to ur app

@StockMarketNerd I think the whole market is on edge and not $SOFI intrinsic value being challenged

You know $SOFI is an impressive company when 41% revenue growth & 61% EBITDA growth are yawned at by markets

@BacLeodiv I got less mistakes from the OG 4.6 compared to 4.7!

like it or not Opus 4.7 is the best model for coding right now Fight me 💪