Jumia Moon

Egg update: Somehow the prices are actually at a 10-year low now!

@BleedBlueCasey Seems like Tyran was laughing at the original video which was definitely a joke, but Tyran seemingly didn't like the dude pressuring him in the follow up

A Kentucky ‘fan’ posted on TikTok that Tyran Stokes is “a CAT and it is happening,” and Tyran responded in the comments: “Y’all actually make me laugh. Y’all realize I’m an 18 year old tryna make the biggest decision of my life while the whole world is basically rushing me, decisions like this take time and there’s lots of things to factor in other than money 🤦🏽‍♂️” #BBN

@tyran_stokes Kentucky is the play!

😯

@Osint613 Boomjumbura

Bujumbura, Burundi: A massive explosion occurred after an electrical fire at a military store.

@KySportsRadio Would've been nice to have a talented PG in this game like Darius Acuff.

This is actually very true

@TheSportsJD At least by him not winning today, his contract didn't extend another year automatically.

The cost to fire Pope at Kentucky is about $15 million

@KySportsRadio Would've been better to keep Cal

Total collapse here in the 2nd Half. It felt like Kentucky was teetering most of the first half and now it completely falls apart

It's not just oil prices today. But what do they look like going forward?

@CSayf23 If you believe the $7 to $9 million figure, Ive got a bridge to sell you.

No surprise here. It’s well-known Yaxel Lendeborg didn’t go to the highest bidder, and he actually has said that it was a bit insulting when teams led convos with $$

@RefObserver17 @CBSSportsCBB @wallyball @ClarkKelloggCBS But it did disrupt the prospect of inbounding it quickly. Inbounder is clearly distracted by players and coach coming off the bench. Now defense can get set.

@CBSSportsCBB @wallyball @ClarkKelloggCBS This is not completely correct. I tweeted out the rule. It is a tricky situation, no doubt. Maybe even slightly controversial. It is NOT “letter of the law” has to be a Technical Foul. The rules states if it does not interfere with the play, it is to be ignored.

"By the letter of the law, this is a technical foul!" @Wallyball points out a Dayton player coming off the bench before the game was over, but @ClarkKelloggCBS thinks the refs did the right thing by not blowing the whistle.

Analyst Ryan Sigdahl (Craig-Hallum, top quintile) reiterates BUY rating and $18 price target for $JMIA.

BREAKING: Japan's Nikkei futures plunge by over 7%

@KySportsRadio Mark Gillespie

Such a depressing game

@AdamoMancino Duolingo is an interesting one. OTOH, they have a big user base (with relatively low paid conversion so far), solid cash/cash flow, and could up revenues via AI enhancements. On the other hand, there will be more AI-centric competitors. At current pricing, it seems interesting.

I own out of this list $DUOL $ADBE $INTU $UBER and they didn't mention it but $LYFT I own and is a duoply since its them and Uber. Yes, Lyft is smaller but I see a vast opportunity

@varunv_malhotra It's based on my first hand experience with AI, both in enterprise and individual contexts. My view on it has changed profoundly even quite recently. And there is no reason to believe AI models have peaked either.

@cybervanstan Why do you think it can be done cheaper now via AI vs doing it cheaper over the last 5 years with offshore development teams etc? Is it more around you think a high quality founder comes in this space with domain expertise? While it was too much friction to do this before?

$CSU spent 7 months secretly building a 10% stake in $SABR. When they finally called, they didn't ask for a meeting. They asked for two board seats. (1) Between April and November 2025, CSU quietly built a 9.7% economic position in Sabre. 4.7% in common stock. Another 5% through derivative instruments. No disclosure required. January 2026. CSU picks up the phone for the first time. Tells Sabre management it wants a position "similar to Asseco Poland." That's 24.8%. (2) What is Sabre? Travel infrastructure. The software that connects airlines to travel agencies. Three players control the market. They do $2.8B in revenue but the balance sheet is ugly. $3.7B in net debt on an $800M market cap. CSU buys businesses like this. Not perfect ones. Vela Software, the operating group running this, has acquired five travel tech companies in the last two years alone. (3) CSU kept buying: 10.6M more shares at $1.16 on February 27 alone. Sabre enacted a poison pill on March 1 at 15% ownership. Four days later, deal done & Damian McKay, CEO of Vela, gets a board seat. Poison pill terminated. CSU now holds 12.7%. It wanted 24.8%. The gap is where this gets interesting. First major move under Mark Miller since he replaced Leonard in September. There is no market CSU won't enter and no structure it won't use if the IRR is there.

I don't think it happens over night. But Sabre charges more than $6/segment just for the booking, not PSS. That is non-trivial. Travel agencies continue to consolidate into fewer and more tech-driven organizations, and the tech switching costs are declining rapidly. Switching cost per customer is declining even faster. A simple two-segment each way round-trip costs perhaps $24 in GDS fees; contrast this to, say, a $40 or $50 fee charged by the agency to book. If this $24 fee can be compressed to $10 or $5 with a cheaper alternative, the all-in cost to the buyer of the travel is significantly reduced, say from $64/booking to $45 to $50. Moreover, airlines are beginning to create "punitive" pricing for GDS; just a month or two ago Lufthansa is charging a $26 fee per booking for GDS. I hear your point about switching costs being real, but the non-switching costs are appreciably more IMO.

@cybervanstan Why exactly? Wouldn't switching costs be enormous and time consuming? Why are companies making large changes for cost savings (history shows this isn't the case), usually its cause they are getting more value etc and even then it takes years.

@Faytuks Cameraman was fully committed.

@leventkemaI The cameraman was intent on his mission.

Footage circulating this week appears to show an Iranian ballistic missile striking Prince Sultan Air Base in Saudi Arabia.

Azerbaijan has a spine. I think it’s about to pound the Islamic regime.