Gang
8.3K posts

Gang
@memorynote_
🔫 인사이트 나누는 시간 도둑 ⚡Tech · Shipbuilding · Energy | PLTR · TSLA · XOM · BKR · FTI 🗽 Energy Boom is coming..








@memorynote_ 아 이제 매크로 호재도 좀 주라….. ㅜㅜ

To be clear, the AIPCon9 demo isolated a real life moment at the end of Q3 2025. We were on a collision course for our worst year ever. I was reading our dept. level P&L’s. It was clear we needed to cut non-performing brands. My fashion buyers felt differently. “Fighting for the fashion” as they put it. I said. “Fight for the profit, it will pay for the fashion.” We didn’t have alignment. That was until I pulled up AIP Analyst and asked it plainly, “what brands are losing us the most money.” It matched my sentiments exactly. It was like the Claritin clear eyes commercial: my buyers saw clearly for the first time that this wasn’t my opinion, it was a fact. We made the cuts. We came back to AIP analyst at the end of January 2026. “How are we performing now.” January 2025 vs. 2026: 17.8% margin swing! Losing ~$9 to making $9 per unit in our denim dept. Our biggest margin swing in the shortest time, ever. Thanks @PalantirTech ! Dozens of individual buying decisions in Q4 all run through a OSDK react app we built for better buying (with zero FDE’s). More to the story, but this is some more color.💪🏽




현재 미국의 이란사태는 달러패권을 잡기위한 중국 일대일로를 망가트리려는 목적이 아닐까 생각이드네요. 결국 오일쇼크는 올거같은데. 내가 미국인이라면 트럼프를 탄핵이아니라 응원을 해야할거같다.. 사진 출처: m.blog.naver.com/ks-1225/221628…

















