@beffjezos All the White House alums we're tracking who are now affiliated with @AnthropicAI
See the ppl here: claude.ai/public/artifac…
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Live Data Technologies
173 posts
Live Data Technologies
@GotLiveData
Developers of https://t.co/U7t5y0gJXJ #livedata #https://t.co/U7t5y0gJXJ
Santa Barbara, CA Bergabung Eylül 2018
228 Mengikuti372 Pengikut
Here's the receipt. The Biden admin literally said to not create startups and that they were going to totally centralize AI power under their control, if elected.
Stop trying to revise history.
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@DavidSacks All the White House alums we're tracking who are now affiliated with @AnthropicAI
See the ppl here: claude.ai/public/artifac…
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True. And guess where those Biden AI staffers went to work as soon as the admin was over? Anthropic.
Beff (e/acc)@beffjezos
Here's the receipt. The Biden admin literally said to not create startups and that they were going to totally centralize AI power under their control, if elected. Stop trying to revise history.
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@TheRayMyers Our take on $STZ: x.com/GotLiveData/st…
Live Data Technologies@GotLiveData
$STZ shedding staff!
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My opinion on some popular stocks:
Undervalued:
- $NU
- $DLO
- $GRAB
- $OSCR
- $GOOGL
- $AMZN
- $MELI
- $NBIS
- $ROOT
OK:
- $META
- $SE
- $V
- $MA
- $MSFT
- $NVDA
Overvalued:
- $LMND
- $SHOP
- $CRWD
- $SNOW
- $TSLA
- $CRM
- $DUO
- $ADBE
- $CRVW
- $NKE
- $SBUX
- $HIMS
Palantir:
- $PLTR
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@mikealfred Thank you @mikealfred
I am thinking about $STZ and $NVO
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Chart Requests?
I’ll do the most upvoted one.
And a few others.
Go!
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From the Constellation Brands November 2023 Investor Day $STZ
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$STZ initiation tomorrow morning at TSOH Investment Research
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$STZ (per request)
Absolutely tanking and testing the COVID lows.
Many stocks have bounced at the COVID lows but risky to knife catch. If I were looking at a knife catch level it'd be the lower box.
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$STZ Q2’26 earnings Monday 8 AM ET: declining sales, macro pressures, and aluminum tariffs (~$20M FY26 headwind) set the stage
➡️ After positive FY24 growth, revenue momentum slowed; Q1 FY26 net sales -6% YoY on wine & spirits divestitures and softer beer demand
➡️ Consumer demand soft amid macro pressures, but brand health & loyalty remain strong; spend per visit up despite fewer trips
➡️ FY26 guidance: Enterprise net sales -2% to +1%, FCF $1.5-1.6B (vs $1.9B in FY25); modest beer growth (0%-3%), wine & spirits down (-17% to -20%)
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Today's TSOH Investment Research:
"Opportunity Brewing?" $STZ
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📅 October 6-10 | Earnings Release
$STZ $PENG $APLD $DAL $AZZ $BYRN $TLRY $MKC $PEP $AEHR $SAR $RGP $LEVI $APOG $BSET $HELE $NEOG $RELL
Provided by @eWhispers
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$STZ Constellation Brands bounced on the long-term trendline and recaptured the 20sma.
50% drawdown hit.
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#ConstellationBrands Earnings Preview - $STZ
Earnings due Oct 6, Post-Market
▫️Est. Revenue: $2.5B vs. $2.52B (Q1 FY26)
▫️Est. Adj. EPS: $3.40 vs. $3.22 (Q1 FY26)
▫️Beer Segment: Modelo Especial and Corona continue to lead U.S. market share gains; watch pricing power and volume growth.
▫️Wine & Spirits: Ongoing portfolio rationalization—focus on premiumization trends and margin contribution.
▫️Margins: Cost inflation for packaging and logistics vs. efficiencies in the beer business will be closely monitored.
▫️Distribution & Inventory: U.S. wholesaler inventory levels will indicate demand sustainability heading into holiday season.
▫️Capital Allocation: Progress on deleveraging and share repurchase activity remains a key investor focus.
▫️Guidance: FY26 EPS and free cash flow outlook will likely drive the post-earnings reaction.
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$STZ | 𝐂𝐨𝐧𝐬𝐭𝐞𝐥𝐥𝐚𝐭𝐢𝐨𝐧 𝐁𝐫𝐚𝐧𝐝𝐬: UBS maintains 𝐁𝐮𝐲, 𝐏𝐓 𝐜𝐮𝐭 𝐭𝐨 $𝟏𝟕𝟓 (from $205)
Analyst flags weak top-line trends and profit headwinds, but sees downside priced in.
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Live Data Technologies me-retweet
During the second half of 2024, U.S. employee departures from TikTok increased by 38% compared to the same time in 2023, according to figures from Live Data Technologies, an employment and job-change research provider. adweek.it/4gNAd9F
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Live Data Technologies me-retweet
Why Corporate Managers Are Being Shoved Out The Door
In a surprising twist, the bumbling yet endearing Michael Scott of The Office may represent a dying breed in corporate America.
As companies increasingly slash management roles, the era of hands-on bosses like Scott could be coming to an end.
This trend is reshaping organizational structures across major companies in the United States, with tech giants like Meta leading the charge.
Middle management roles have been steadily shrinking in recent years, with significant impacts on organizational structure and employee workload.
According to @GotLiveData, middle management positions have declined by 6% since the onset of the pandemic.
This reduction has led to a dramatic increase in managerial responsibilities, as evidenced by @Gartner_inc research which found that managers now supervise, on average, three times as many employees as they did in 2017, the Wall Street Journal reported.
The push for leaner hierarchies stems from a desire to cut costs and streamline operations.
Middle managers, with their higher salaries and office perks, have become prime targets for cost reduction.
Companies are pivoting toward flatter structures, believing that fewer management layers will facilitate easier communication and faster decision-making.
forbes.com/sites/jackkell…
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