CONVICTIONLAB

@usykaa Rico forgot to keep his chin down and Usyk caught him nice. I think you was getting beat and it should have gone to the 12th. Although I do believe you would have stopped him in the 12th.

What did you think of the fight? Share your thoughts in the comments. I’d be interested to read them!

@wealthmatica congratulations

I have an announcement. I have officially started a new position… - $DAD - Allocation: 100% There’s no exiting this one!

London Mayor is a fuckwit $PLTR

The Jury was blind wtf.

How many of you are in panic mode. 😂 look for the opportunity and strike! $PGY $GRAB $DLO

Tell me I’m wrong! $ZETA

@wealthmatica @TheLongInvest I was thinking the same 😂

@TheLongInvest Here we go.

$ZETA is at $19 Wave 5 target is exactly $100 Thesis is unchanged $PLTR was my Christmas gift when I shared it at $7…it went to $220, exceeding all expectations $ZETA can 5 X with ease by just following the standard movement of price action

@TheRonnieVShow I didn’t paper hand $ZETA

Like this if you didn't paper hand $OSCR or $ZETA.

@Investinc_Intel 14500 total now I was hoping for it to stay in low teens a little longer.

$ZETA TRADED 17M SHARES TODAY! Average volume: 8M This indicates to me how early Zeta investors are!

@WheelieInvestor Didn’t I see a cluade account exchange $MSFT into $ZETA last week. Smart move

$ZETA the rotation may be starting Claude can’t take all software Let’s see a close above $20

@RickJamesAbe @TheRonnieVShow Love that 😂

@ConvictionLab @TheRonnieVShow You’re traveling on a 🚀 🚀 🤪

Chase is ongoing. zetachain:native +7%

@adamkhootrader @SayNoToTrading Adam this guy has taken my wife, 🤦🏻

Never sell covered calls on growth stocks ! I have warned many many times. I see so many people sell covered call on NVDA, PLTR, FTNT, PANW etc… and missing the significant upside when these stocks become multi baggers ( I made this mistake in my early years) It’s like marrying the woman ( or man ) of your dreams and pimping her out to your friends for a few hundred bucks a night Soon , one of your friends is going to steal her away from you It’s so difficult to find a great business and person of your dreams , why do you want to risk losing them over a few bucks when they can make you millions over the years

## 🧵 The AI Iron Curtain is Melting. 🧊💻 If you think the AI war is just "Silicon Valley vs. Everyone Else," you’re missing the biggest shift of 2026. Global tech giants aren't just watching Chinese LLMs—they are integrating them into the devices in your pocket. Here is the updated map of who is actually running the show: **1. The Apple & Samsung "Secret Sauce" 📱** It’s no longer a rumor. To dominate the Asian market, **Apple** has integrated **Baidu’s ERNIE** into iOS 19, while **Samsung’s Galaxy AI** now runs on a deep partnership with Baidu Cloud. Your "Circle to Search" and live translations? Increasingly powered by the same models the West is trying to "gate." **2. The Airbnb Investigation 🏠⚖️** The U.S. Congress just launched a formal probe into **Airbnb** and **Anysphere** (the creators of the Cursor code editor). Why? Because they’ve ditched GPT/Claude for **Alibaba’s Qwen** and **Moonshot’s Kimi**. * **The logic:** Qwen 3.5 is reportedly "maturing faster" for complex customer support than its Western rivals. * **The drama:** Lawmakers are calling it "technological espionage"—but for CEOs, it’s just better ROI. **3. The Rise of the "Super Agent" 🤖** Baidu just declared that DAU (Daily Active Users) is a dead metric. In 2026, it’s all about **DAA (Daily Active Agents)**. Companies like **Shopify** and **OCBC Bank** are deploying thousands of autonomous "digital workers" built on **Qwen** and **DeepSeek** to handle everything from market analysis to logistics scheduling. **4. Open Weights = Data Freedom? 🔓** The "Hush-Hush" investments from the US aren't just about profit—they're about access. Because models like **Qwen** are "Open Weight," companies can download the brain and run it on private servers. For the first time, you can have GPT-level intelligence with **zero** data leaving your building. **The Reality Check:** * **Kimi:** The research king (now with a 2M token context). * **Qwen:** The enterprise workhorse (1B+ downloads). * **ERNIE:** The mobile integration giant. **The Bottom Line:** The "model gap" has officially closed. We are now in the **Integration Era**. The most successful companies in 2026 aren't the ones loyal to one flag—they’re the ones using the best tool for the job, wherever it’s from. **Is it time to stop calling it "Chinese AI" and just start calling it "The Standard"?** 💬 Let’s argue. Would you trust an AI-driven iPhone if you knew ERNIE was the brain? #AI #TechNews #AppleIntelligence #Qwen #Kimi #Baidu #FutureOfTech #Airbnb

$DLO Q1 2026 — The Real Story 🧵 The stock is down 10% after hours on an EPS "miss" Here's why that's wrong 👇 The "miss" was a one-off tax charge Strip out the $9.7M prior-period tax adjustment and EPS was $0.17 — exactly at consensus The algos sold a headline without reading the footnote The actual numbers were strong: 📦 TPV: $14.1B (+73% YoY) — RECORD 💰 Gross Profit: $119M (+40% YoY) — RECORD 📈 Revenue: $336M (+55% YoY) 🔁 NRR: 152% Both TPV and Gross Profit came in ABOVE the top end of guidance Guidance: UNCHANGED On a day when the whole market is cutting guidance due to macro uncertainty, DLO held theirs That's a statement of confidence The real concerns (and they exist): ⚠️ Gross margin compressing — GP/TPV fell from 1.05% to 0.84% ⚠️ G&A up 75% YoY — OPEX running hot ⚠️ Adj FCF only $14.7M — working capital build needs watching Bottom line: High quality business Messy quarter Overreaction to a one-off Not broken. Just noisy. $DLO 👀

I swear I didn’t know this was happening. REALLY creepy! Anyways - great news for $ZETA and $SNOW.

$DLO THE MOST IMPORTANT THING FIRST: THE EPS "MISS" IS LARGELY FICTIONAL The entire gap vs consensus is explained by a $9.7M one-off prior-period tax charge covering fiscal years 2023-2025 a catch-up on installment product taxes across certain markets. It hits two lines: $5.3M in income tax expense and $4.4M in operating expenses. Strip it out and EPS was $0.17 exactly at consensus. There was no operational miss. The algos sold a headline number without reading the footnote. That's your 10% drop.

$AMAT (Applied Materials) #earnings are out:

$NBIS That’s why you shouldn’t sell options on winners.

@realroseceline crazy thing is the people know what they should do but cannot.

The stock market is one of the only places where people become LESS interested when prices go down and MORE interested when prices go up. 🌹