Evgeniy Zabrodskiy

@yianisz Pricing model will change to per-API calls or something like that. Agents still need to go through security, i.e. use login/access tokens. Disruption is temporary, pricing models will be adjusted, enterprise software is not going anywhere.

To make it even simpler… SaaS is being bypassed. The rotation already started… most are still staring at the wrong layer. Software was built on humans using apps = logins, dashboards, seats. That’s why $CRM $HUBS $TEAM $INTU and others charge per user. AI agents don’t work like that. They don’t log in, don’t click dashboards, they just complete the task directly across systems. NO seat = NO pricing model. So the value shifts away from apps…and moves to what agents actually depend on. some of the winners are the layers agents can’t bypass $NVDA $AVGO $AMD (compute), $AMZN $MSFT $GOOGL (cloud), $PLTR (orchestration), $NBIS $CRWV (infra), $MU (memory) $LITE (optics) and others..

@ConsensusGurus DeepSeek moment

RIP memory, just like I said yesterday.

@StudentToStreet @Mario20253035 I wouldn't dare making fun of anything Elon Musk liked, shared or reposted.

@Eugeneios @Mario20253035 This is satire?

The man building a trillion watts of compute for America just liked a thread about a former Kremlin tech asset building US AI infrastructure unchecked. This isn’t about tickers. Wake up.$NBIS

@BitcoinAIGuy @elonmusk Probably he wants to see posts saying that every Tesla is a spying device that collects all the personal data about its owner and provides it to FBA/CIA on demand.

Why is @elonmusk liking posts about $NBIS having a shady past? 😳

It seems that Iran's strategic goals are total destruction of its military capabilities and regime change. Okay.

@saxena_puru Most of these stocks were very expensive and now they are just expensive without the word "very".

The European tariff escalation earlier in the year + the conflict in the Middle East have crushed the leading growth stocks. AI, cybersecurity, e-commerce, infrastructure software + online payments companies now represent a big opportunity. Be greedy when others are fearful.

@lady_valor_07 Watched a few seconds by accident: x.com/DrEliDavid/sta…

Not one second. ✋️

Their sense of humor is unmatched.

"No crying in the casino" (c)

@saxena_puru I am a bit surprised to see this kind of posts, to be honest. This is a war that must be won, not a truth-telling contest.

.@rickygervais' timeless response to Javier Bardem's "Free Palestine" 👇

@TheShortBear Looks like you started loosing money on your trades in this kind of environment and decided to blame Israel for everything. Some self-reflection and fact-checking wouldn't hurt, you've been spreading a lot of misinformation lately...

Israel is proactively attacking and keeping the USA in this fight. Israel could be looking to further escalate while Trump is looking for an exit, with a 48h deadline. The US wants peace and to bring the troops back but we keep on getting dragged back into the conflict. Stop the war! • Initial attack (escalation by Israel): On March 18, 2026, Israel struck Iran’s South Pars gas field (world’s largest, shared with Qatar) and the Asaluyeh processing hub. This damaged ~12% of Iran’s gas production, halted refinery output, and disrupted domestic supplies, marking a shift to economic/energy warfare. Israel acted (with some U.S. coordination/approval despite initial denials), targeting Iran’s economic lifeline. • Iran’s response (reactive retaliation): Iran quickly retaliated by launching missiles and drones at energy infrastructure in Gulf states (e.g., Qatar’s Ras Laffan LNG hub, causing major damage and output cuts; sites in Saudi Arabia, UAE, Kuwait). Iran also fired barrages at Israel (e.g., hitting refineries like Bazan in Haifa) and broadened threats. • Further Israeli escalation(proactive): On March 21 (during Nowruz), the U.S. and Israel struck Iran’s Natanz nuclear enrichment facility (no radiation leak reported). Israel also conducted additional strikes around Tehran. • Iran’s further retaliation (reactive): Iran responded with missile strikes on southern Israel (e.g., near Dimona nuclear center and Arad, injuring dozens+), U.S./allied bases, and continued Gulf energy attacks.

@BlackScholesMan Ukrainian leadership was democratically elected and people understand why they are suffering and who is their enemy. Situation in Iran is absolutely different.

Over the winter Russian systematically destroyed Ukraine power infrastructure. This was a deliberate attempt to weaken Ukraine resolve. It didn't work. Trump would be wise to pay attention to that detail as he threatens the same against Iran

Tonight I will watch the movie "The Way of the Dragon" to honor his memory.

@BlackScholesMan Bashar al-Assad way - not to be liquidated, keep the money and escape to Russia.

Until this equation change what incentive exists for the Iranians to end the war?

@WealthyReadings Fuel prices probably.

Something up with $TMDX. You don't flush 10% on volume and lose key support without any new. Where's Scorpion's latest short report?

@Han_Akamatsu Last time $NBIS announced such an offering on 10th of September after Microsoft deal, the stock went up 50% in one month.

$NBIS announced a proposed private offering of $3.75B of convertible senior notes: $2.0B up due to 2031 $1.75B up due to 2033 An extra $560M if the offering gets wrapped up quick. Now the bond traders will arbirtrage the hell out of the stock. Here possibly we got a double top pattern and stock mostly going down on that $80/100 channel again..