@StockSavvyShay $NET could become a toll road for AI agents
Such a shame the stock is so expensive rn
English
NetRunner
112 posts
$NET CEO Matthew Prince says AI bot traffic is on pace to surpass human internet traffic by 2027.
He notes that AI agents can hit thousands of sites for a single task creating far more load than a human user and putting new pressure on internet infrastructure.
Shay Boloor@StockSavvyShay
Software is getting repriced because the market doesn't trust which business models will matter a decade from now. The category grows but the winners concentrate with $PLTR emerging as the decision layer for AI agents & $NET as the connectivity layer.
English
@mchulet Hi, im in tech, focused on AI.
More on the side of risk, structure, overall helping people avoid mistakes that come back to bite them later
English
$HSBC note has been a wake up call for Wall Street:
GLP-1s shifted from a high-margin market to a volume game. Now $LLY and $NVO are in a price war, and newcomers will only squeeze margins further
Hated Moats Investor@HatedMoats
$NVO just cannot catch a break, can it? $LLY unusually sliding as well.
English
Can’t get over this video. It’s so profoundly shameless and hilarious. When they show the Diablo demo, you actually see the audience members break out in laughter and try to stifle it. It’s that embarrassing.
Autism Capital 🧩@AutismCapital
We joked that with the new Xbox CEO it would now be the Copilot Box and lo and behold, it’s became the Copilot Box.
English
@DividendTalks You forgot the key issue: Meta’s AI Capex is huge, but the monetization path is less direct than for $MSFT, $AMZN, and $GOOG, which can sell AI through cloud.
English
$META just burned ~$80B on the metaverse…
…and is now shutting it down.
Stock: -25% in 6 months
Valuation: ~20x
Strategy: full pivot to AI
Weakness?
Or one of the best resets in Big Tech?
I’m watching closely.
Are you buying $META here? 👀
English
Growing my tech network...
Searching for people who are:
-coding
-designing
-problem-solving
-building things
If you're into tech, development, AI, data, or startups, let’s connect 🤝
English
@konnydev @MistralAI, they are well positioned to serve European companies. They already have big contracts like with $ASML
English
This is absolutely insane:
The world is quite literally facing what appears to be the largest energy crisis in history.
US crude oil futures are now trading at a $20+/barrel DISCOUNT to Brent, also one of the largest on record.
As the US increases production and taps into reserves, the EU is facing a full out energy crisis.
European natural gas prices are up another +30% today and physical crude oil prices in Oman and elsewhere are trading at $150+/barrel.
In other words, the gap between Oman and US prices now stands at ~70%, or ~$70+ per barrel.
It has become so bad for Europe that the market is now pricing-in 2 interest rate HIKES in 2026, even as the US removes sanctions on Russian oil.
US rate cuts in 2026 are almost entirely priced-out as a result with Core PPI inflation on PRE-WAR data rising to its highest since February 2023.
The entire global economy just took a complete 180 degree turn in 3 weeks.
The next few months are going to be historic.
English
BREAKING: Gold prices extend losses to -7% on the day, dropping below $4,550/oz.
Silver prices are now down -15% to $66/oz.
English
Everyday Americans are given opportunities to lose money every day in everything these days
English
