Charts Bully

@Jason @david_adelman @sixers @knicks Jacket is 🔥

Knicks is six! With @david_adelman at the Garden! @sixers v @knicks is the best rivalry in the NBA

@Orioles Man @mets F’ed up getting rid of Pete 😭

Welcome back to New York, Pete 😏

I hope $crm really blows ER through the roof. The disrespect after $team and $twlo great report is insane picking up more shares $Crm will keep adding. Catching a falling knife I guess?

FACTS

@StockMKTNewz “Integrating Ai” say it !! 😂

NIKE GETTING RID OF ITS TECHNOLOGY DEPARTMENT?? Nike $NKE just announced a new round of layoffs impacting ~1,400 roles or roughly 2% of the company's total global headcount Most of the layoffs are concentrated in Nike's technology department - CNBC

@WSJ NYC is NYC the greatest city in the WORLD.. w/ or w/o Ken & citadel Tough decision… but choose wisely

Exclusive: Billionaire Ken Griffin is appalled that Mayor Zohran Mamdani used his 24,000-square-foot Manhattan penthouse last week as the backdrop for a tax-the-rich video, and that has triggered a subtle threat of re-evaluating investment in the city. on.wsj.com/495DhvH

@rationalyankee This is a terrible take

Saying Steve Cohen bought the New York Mets was burying the lead. He also bought 50 acres next to a subway stop in NYC, which happened to be one of the last somewhat undeveloped lots next to mass transit in the entire city. He then formed Queens Future LLC, a separate entirety from the Mets. That entity is now building a casino/hotels/restaurants on that land that are projected to quickly generate exponentially more revenue than the Mets ever could. You want to know why Cohen is willing to lose money running the Mets? He’s running it like a tech firm. Every dollar is a loss leader to make the Mets and Citi Field an attractive destination to get fans into the businesses in the area that actually generate the revenue. And none of that revenue has to be shared with MLB. He can also borrow against the value of the business anytime he wants tax free. The Mets are just the attraction that helps Coehn maximize his profits on that casino.

@BuffaloBills @Raptors Buffalo D*** eating

Good luck in playoffs, @Raptors ‼️ #BillsMafia x #WeTheNorth

Microsoft just laid out a new way to keep enterprise software growing in an AI-heavy workplace: charge AI agents for software seats the same way companies pay for human employees. The old SaaS model was easy, a company buys 1 license for 1 worker, so revenue rises when headcount rises. AI agents threaten that model because 1 person might supervise 10 or 50 agents, which makes investors ask why a company would still need to pay for many separate licenses. So Microsoft executive Rajesh Jha’s answer is that an agent may become its own software user, with its own identity, login, email, permissions, and access to tools, which turns each agent into a possible paid seat. It shifts the pricing logic from “how many humans work here” to “how many active digital workers operate inside the company.” Basically his logic is, once an agent can read messages, call apps, update records, and take actions on its own, software systems may need to track it as a distinct actor for security, auditing, and workflow control. That gives Microsoft, Salesforce, and Workday a path to defend seat-based pricing even if AI reduces human hiring. --- businessinsider. com/microsoft-executive-suggests-ai-agents-buy-software-licenses-seats-2026-4

an Iran deal this week would make markets hit new all time highs $spy #stockmarket $aapl $nvda Get it done @POTUS

Earnings reports are going to be legendary for software companies given the YTD drawdown… bottoms in $Igv $100 by EOM $intc $crm $msft $now $pltr $orcl

$igv $100 by EOM

Ai replaces workers. Workers have no money. Companies have no customers. Congrats you just broke capitalism. #claudeai #openAi #artificialintelligence @claudeai

I agree… such a great innovation being damaged by fears created by leaders in the Ai industry.

@StockMarketNerd $Igv ⏲️

Analysts on software names this morning: Truist calling $CRM severely undervalued. Bernstein defending $NOW positioning as the “Switzerland” of AI & calling fears overblown. Piper Sandler talking up $SNOW AI positioning based on recent management meetings.

@FusionptCapital 😂😂😂

Watching every reversal indicator in $IGV fail for 3 mo straight

@edels0n 😂😂😂

The fact that he wrote the ticker is insane

@MichaelDell Have you seen what @claudeai has done to SaaS ?!

How big is the demand for intelligence?

software companies trading like they’re no longer needed. @claudeai replaced them all 😂. Someone save the SaaS companies $now !! $Igv $Msf $crm $pltr $orcl $panw $adbe $crwd #SaaSocalypse

Welp, at least this looks like a bullish signal… slightly… $igv $msft