@MBryanOK @GasBuddyGuy Not asking me but the Iran conflict driving global prices up + Indiana refinery outage are the biggest contributors to Michigan prices.
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MackinacCap
3.2K posts
MackinacCap
@MackinacCap
“In the long run, everything is a toaster.”
Michigan, USA Katılım Ağustos 2020
1.2K Takip Edilen994 Takipçiler
@GasBuddyGuy Hey Patrick! Reporter with The Detroit News here. What would you say are the biggest factors in this record price?
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BREAKING: #Michigan has set a new all-time record for average diesel price at $5.990 beating out 2022's record of $5.955
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@IndraStocks He was essential in getting them to where they are now. Lip is barely in the seat other than messaging at this point. This is like turning an aircraft carrier.
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Can't remember another time when every single market participant was so confidently and aggressively in the same trade
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@ShanuMathew93 Because their equity comp is getting torched and every grant from anthropic is multiples higher less than a year after their granted?
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Probably the biggest signal on where AI is going to go is tracking where all the talent is heading or wants to go. Some big positions
Henry Shi@henrythe9ths
Something strange is happening in tech. CTOs of billion dollar companies are quitting to take IC roles at Anthropic. Workday CTO -> MTS (Mar 2026) You[.]com CTO -> MTS (Mar 2026) Instagram CTO -> MTS (Jan 2026) Box CTO -> MTS (Dec 2025) Super[.]com CTO -> MTS (July 2025) Adept AI CTO -> MTS (Jan 2025) The mission is that real.
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$IAC changing name to People and slimming down corporate overhead... and BD is funny as usual... "I’d say THANK YOU FOR YOUR ATTENTION TO THIS MATTER, but that would be more than presumptuous." - Barry Diller
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@matt_slotnick The messaging and PR/IR he is putting out is fire. Very interesting given the narrative.
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@shots_goal @lhamtil They are also confused and have no idea how to navigate any of the new agentic workflows. It's a ripe sales opportunity for anyone with competent team.
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@lhamtil This is still pretty bad - even if they don’t fully rip and replace, your customers are coming into the negotiations armed w more weapons.
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From Carlyle on AI displacing SaaS:
The market may have already overshot. Our proprietary survey of AI integration efforts finds that only 11% of management teams expect AI to replace existing software subscriptions.
mailchi.mp/carlyle/the-ca…
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@SavneetS @BrokenMoats @WeatherPundit @sevencornerscap Good example is BK still not at full run rate while expenses are. This can be difficult to communicate, but the minimal churn should lend some more credibility to the story. Suggest many on here go and talk to real customers at corp logos if possible. It's eye opening.
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@SavneetS @BrokenMoats @WeatherPundit @sevencornerscap I am not pleased with the share price nor with the convert deal. But credit is due to @SavneetS and team for the software platform they have put together. Enterprise QSR operates at such a different cadence than traditional software that it leads to odd financials short term.
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Interesting that the CEO of $PAR hasn’t tweeted in a year now (while the stock drops >70%)…
Savneet Singh@SavneetS
ARR growth of 21%, gross profit 30% growth, adjusted ebitda $5.8MM, locations 140k! Read our thoughts on Q4 2024 at $PAR 📷
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@chat_SBC Yep. I did a search on Twitter for the most negative takes related to software quality and commoditized features. Basically who has the shittiest products and best sales teams. Theoretically they could vastly improve their product in short order.
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Unpopular opinion- but ironically the more commoditized sw names like MNDY could be most AI-proof as they have always had a ton of competition/easy switching
so AI doesn’t change the dynamic much. vs if AI does make switching for SAP easier it’s a step change in moats
arguably shouldn’t be as big a disparity between SOR and stuff like MNDY anymore
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$NOW
Company Future Outlook Sentiment among Current Enterprise or Key Account / Strategic Sales Reps
% Confident or Very Confident
Q2-25 - 93%
Q3-25 - 73%
Q4-25 - 70%
Q1-26 - 63%
N = 187
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@buccocapital are you implying they should be down 3% everyday in perpetuity?
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My feed is full of people asking
"Why is X software name down 3% again today?"
And I really want you to invert it. The question you need to ask is "Why wouldn't it be?"
I'm not saying it's right or wrong. I'm not saying it's fair. But those are the facts on the ground.
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@premocollectoor @P_Remarks Isn't that kind of the issue. Probably takes anthropic decel.
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@P_Remarks $GTLB then or $TEAM. Im a monkey theyre same ticker to me
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@515ideas @McDonalds They have about a 95% uptime.
When is the last time you asked for ice cream & wasn’t able to get one?
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Some people may think @McDonalds can over-engineer some things. McD is extremely meticulous in everything they do. They have a plan, a backup plan, and they understand how to roll out huge initiatives, execute, and maintain something across 14,000 restaurants at once. It’s not easy.
While it may be cumbersome sometimes, this is the difference between McD and many of their competitors. McD dictates every step with a book while others have an idea and everyone is on their own. 👇📕
McFranchisee@McFranchisee
What is this? A 426 page book on how to run a McDonald’s? Nope. Training manual for rolling out the gold standard in fresh beef. It’s working out pretty dang well so it was worth the read.
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MackinacCap retweetledi
Must read from @akramsrazor
The market has completely given up on trying to figure out who wins from AI. It will only buy the inputs. But:
"If you can't make money in every software, adtech, media, info services biz, and hyperscaler, then why are you buying lasers and cables? The picks-and-shovels trade isn’t insulated from the demand/return question, it's a levered bet on it."
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@McFranchisee Is this just a complete lack of coordination from corporate and vendor management? If corporate mandates vendors and the software it would seem they have to provide a solution for instances like this.
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This whole Windows ESU license update is an absolute disaster.
Every single device running Windows 10 now needs a new $200 license from headset systems to kiosks.
All the vendors you bought this equipment from are not equipped to track you down later and ensure compliance.
Every week I get an urgent 11th hour email giving me 24 hours to provide a vendor information I don’t readily have, or else I risk going dark.
As if restaurants weren’t already difficult to operate, this just adds more headaches. Anyone else fighting the same fight?
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No one is ripping out SAP or any ERP. If they're doing anything besides stocking with SAPs AI solution they are going to 3P support like Rimini Street that has an agentic AI offering that they run on top while maintaining core ERP.
BuccoCapital Bloke@buccocapital
I would be so so so curious to meet the guy willing to put his career on the line by ripping out SAP to replace it with Claude I would also like to know if this is a public company so I can short it
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@jt_martin @intellionaire No way auto going to be able to handle their own. It's way too fragmented and not enough margin to want to own that.
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@intellionaire the automotive pivot is their best shot but that's a 2028+ revenue ramp at best. and by then every OEM with a software team is gonna want their own silicon too. same playbook, different vertical
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"Apple's transition to its own internally designed 5G modems will result in a $7 billion to $8 billion annual revenue loss for Qualcomm by late 2027." - Vivek Arya, Bank of America.
BofA's Arya put an Underperform on $QCOM with a $145 PT. Handset revenue guided down 13% YoY to $6B, the lowest in 10 quarters.
Apple's 5G modem transition strips $7-8B annually by late 2027. Arya sees 2% revenue CAGR through 2028.
That's a stagnation call on what used to be a growth name.
🔗 markets.financialcontent.com/wral/article/m…
$QCOM #semiconductors
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