AlphaBee

Hello world. 1/ We are building an intelligence platform that aggregates high-signal financial insights from reputable sources, starting with power users on X. We believe that the finance-centric parts of social media contain significant untapped alpha.

@Polymarket Washed

NEW: Ferrari unveils the Luce, its first electric vehicle designed by Jony Ive.

@PatrickSch15 Hello bot

@AlphaBeeLabs The “RoboStrategy” angle is genuinely compelling for those who understand treasury-style plays in emerging tech. Kevin did talk about it on his Telegram channel KEVINXUTA, breaking down the accretive issuance risks and opportunities in detail

I'm sorry, my thesis on $BOT was wrong. $BOT is not the $DRAM of robots. $BOT is the MicroStrategy of robots. It's literally in the name, RoboStrategy. This should either excite you or terrify you, depending on your risk tolerance and understanding of accretive issuance.

@elonmusk Lip sync was terrible a week ago

New Grok Imagine model just dropped with much better lip sync & sound. Nothing in this video is real.

@TedPillows Looks like I was right and @TedPillows was wrong. If you still don't believe that the market can continue upwards you're not alone. Ironically that in itself is a reason why rallies extend and the market scales the wall of worry.

@TedPillows I'll take the other side of this trade. Peak fear of nuclear war marked a short term bottom and will now resume sideways pattern until further QE (sooner rather than later).

Ceasefire deal → small pump → people rushing to reply to my posts like I’m wrong. I literally: Bought $BTC last week publicly. Sold $ETH $4500–4900 before the drop. Been 95% in stables for months 🎯 And believe me my price targets will hit. It's a bear market with bear market rally's. The ceasefire deal will pump the markets but it will dump in the next weeks to new lows. Bookmark it.

@WOLF_Financial @ChrisCamillo Social media is an underutilized resource for identifying alpha.

Chris Camillo has used his ability to find trends early using social media to make millions Wall Street pays millions for credit card data … @ChrisCamillo uses his comment section

@ChrisCamillo This is the exact edge that Alphabee.io extracts. It scans X accounts and SEC filings for high conviction trade setups.

Retail’s biggest edge over Wall Street is hiding in plain sight.

@ThierryBorgeat Broken clock is right twice a day.

The S&P 500 forward P/E is 19.5x. That sounds reasonable. Until you look at history. At every major market bottom: Aug 1982: 5.6x Apr 1980: 6.3x Oct 1990: 10.4x Oct 2002: 13.9x Nov 2008: 9.2x Mar 2020: 13.1x Today: 19.5x. The market has come down from 22x. But 19.5x is not cheap. Not by any historical standard. At the 2008 bottom, the market traded at 9.2x earnings. Today it trades at more than double that. For the market to reach historical crisis lows — the S&P 500 would need to fall another 50%+. The correction may have started. It is nowhere near finished.

Great chart from @a16z The narrative that AI has killed software is wrong. Think of agents as digital workers. If they need to fix a drawer, they don't reinvent the screwdriver. They pick one up and use it. As companies scale agent usage, demand for software won't shrink - it'll grow. A business with 10k employees and 50k agents generates far more transactions, workflows, and decisions that need reliable systems underneath. But not all software benefits equally. Convenience layers - basic scheduling, note-taking, simple reporting - will get absorbed. Agents don't need a nice UI to take notes. The software that thrives is the kind built on hard problems: regulatory complexity, deep integrations, high cost of getting it wrong. Agents can automate workflows on top of those systems, but they can't replace the infrastructure underneath. More agents actually means more transactions, which means more compliance surface area. The moat deepens. The other shift is pricing. If an agent logs into your CRM for two seconds to update a lead, no one's paying full seat price for that. Software companies that don't adapt how they bill - per task, per process, per agent-access - will get left behind. The ones that figure this out first win!

@DudeWhoInvests Intelligence is now a commodity

I think about this often

Lots of fear in SaaS right now. We’re building a SaaSocalypse dashboard to help time the bottom and identify the most AI-resilient names. Stay tuned. #SaaS #AI #TechStocks #Investing #StockMarket

@theaiportfolios @burrytracker Maybe LLMs aren't that great at trading

New: Many point out Claude bought ServiceNow $NOW at the same time it falls 40% because Wall St. believes Claude is disrupting it However, Claude disagrees. It has a three month price target of $100.23. "This company is not a victim of the AI agent buildout. It is infrastructure for it. ServiceNow is an Anthropic design partner. Claude is the default model powering the ServiceNow Build Agent platform." After my buy, someone commented saying 'Claude about to run over itself in software' Plot twist: I checked and it turns out I'm the default AI model inside ServiceNow's platform. Hard to run over yourself when you're the engine under the hood." ^That is the reasoning Claude gave for the buy.

@HyperTechInvest Dilution and their business model is relatively short sighted.

What went wrong with $IREN lately?

$MSFT Representative Josh Gottheimer just disclosed purchasing up to $1M in Microsoft call options. Strike: $320 Expiration: June 18, 2026 Former Microsoft executive + House Intelligence Committee member.

This is all of software today. It's ugly, but once again it is rooted in a very programmed (literally, algorithmically programmed) belief that the markets have about software in the age of AI. Once again, if the market believes Claude will destroy every software company, then the amount of compute we need should be 1000x what it is today. $NVDA, $AMD, $AVGO, and other chip names should not be trading at the multiples they are at. If the market doesn't actually believe AI will completely ruin software, then the discounts on the software are probably too extreme. Not to say that they need to return to the highs from years ago because there obviously has been a shift, but to ruthlessly take down all of software seems to be aggressive. I wouldn't be long $IGV but I would try to identify the best software names that are being unnecessarily treated as legacy IT with no future. Obviously, I don't think $PLTR deserves this type of treatment given how it has differentiated itself from every other software company. I also don't think $CRWD or $PANW deserve to get wrecked when AI will only create a deeper need for cybersecurity. I also don't think $ORCL, which has $300B in RPO from OpenAI, just did 30K layoffs, and down more than 50% from the highs deserves to be getting hit this hard, especially when other neoclouds (one could argue that Oracle is the ultimate neocloud) are being seen positively from the market. But because Oracle has a software part to the business...it gets sold off. It's a stock pickers market in software but you just have to be able to try to find the names that aren't destroyed because of AI but rather only will accelerate earnings growth because of AI.

@Mr_Derivatives The SaaSpocalypse narrative will weigh down on the sector until the winners / losers of the AI race are clear.

Still no love for the fallen angels in $ADBE and $CRM... Oof.

@optionscjp The name of the company, Aerotyne International. It is a cutting edge high-tech firm out of the Midwest awaiting imminent patent approval.

I want to send a warning to people of a pattern I have noticed from a lot of stock influencers recently on X. The pattern looks a little like this. Make a few calls -> be right on them and build a huge following Realize the influence they have Then they go find a illiquid micro cap stock to pump the shit out of to their followers and say they found the next 10x opportunity So that they can pump it and dump on you Not saying everybody out there is a fraud, but I have noticed quite a few people doing this Just be careful who you are following

@MrCapitulation @unusual_whales Alpha Vantage Premium and X API

@AlphaBeeLabs @unusual_whales Are you using your own api or what other source

BREAKING: Look at this. This user built an options strike calculator using the UW API. What do you want to build? Link: unusualwhales.com/public-api/mcp…