OmgCap

@OfficialLoganK @GoogleAIStudio does pro now give us some API usage ?

Excited to share that Google AI subscriptions (Pro and Ultra) now work with @GoogleAIStudio!! Come vibe code and use the playground with higher rate limits. Available right now!

@joecarlsonshow nice job man!

I built my own Netflix-like video streaming library into Qualtrim. I'm calling it Qualtrim Studio. With 100% original and exclusive content. Organized by category, searchable by ticker and subject. It's beautifully themed, with every video having its own thematic cover art and thumbnails to set the vibe. Each exclusive episode is now fully hosted and streamed by Qualtrim in ultra HD. I'm going to keep pushing the limits of building a financial business channel on YouTube. Now, with over 13,000 paying members and new ones added every day, there's strong momentum to keep investing and building.

@HedgeyeComm at what price would u start buying Andrew. or is it in permanent exile for you :)

Key point we have been making… the “enterprise and security” MOAT that everyone talks about as the bull case for Copilot adoption is actually their Achilles heal!!! $MSFT

@BillBrewsterTBB yeah he was good. but he's always checking the timeline for ideas. If people get hyped about crypto for five minutes, suddenly he wants to the crypto capital of the world. no real principles.

Poilievre was great on Rogan. Hopefully he’s that good in real life.

@borrowed_ideas can I ask what u use it for mbi ?

@firstadopter lol doesn't Palantir use Claude too

I don't even know what to think about this Trump post bashing Anthropic. What does it even mean?

@gunnaosrs @jukan05 damn I can't read it

Meta has finally started adopting TPUs at a multi-billion-dollar scale. In that case, what happens to MTIA?

@ContrarianCurse you're not buying v ma here? :)

There is a wake of bodies in the "but look how cheap it is" bucket of payments here on Fintwit. Don't know how to say this - but this sector fucking blows $FOUR

@borrowed_ideas can I ask if you're still long goog/ amzn after this realization ? :)

The Long-term Reality of Hyperscalers: The Good, The Bad, and The Ugly Scenarios $AMZN $MSFT $GOOG $ORCL read the full piece here: mbi-deepdives.com/hyperscalers/

@viggy_krishnan are we advancing or holding the line viggy

@jbulltard1 send it to 15x !

i feel bad for $MSFT being attached to all these dogs in the $IGV its being relentlessly sold bc of its peers

your grandkids are going to be inheriting your SaaS bags while gemini version 47 vaporizes the last 2% of your portfolio's market cap on a random tuesday in 2060.

@Polymarket Finally i can ruin my life in the time it takes to microwave a burrito.

Bitcoin up or down? 5 minute up/down crypto polymarkets are now live. Powered & secured by Chainlink 🤝

@realroseceline I just wonder if we'll need indexes in a world where there's only 1 or 2 companies

$SPGI is a remarkable business. 🌹

@ianbremmer pumping MSFT stock. can't blame him.

i’ll take the over. but the fact that this is even remotely plausible should be the top issue on most everyone’s agenda…

$msft is done taking victory laps! Realize they need to do what $goog is doing.

@tszzl isn't the goal to zero most of those companies

if you are a shareholder in the S&P through any index fund or 401k etc then every CEO in the country and all the vast technological prowess on display are working for you

@WisemanCap The higher the price target goes, the faster the stock hits the floor. It's a law of physics now.

$AMZN Mizuho - Catching Up in AI Cloud: 4Q and Callback Takes PT $315 We feel better as AWS is catching up in AI cloud, with a better-than-expected acceleration to 24% FXN y/y growth, or $2.6B Q/Q dollar growth, above peers (Exhibit 1, Cloud Industry Model), with a strong backlog gain and plans for capacity expansion. The investment levels are massive and the AWS acceleration, while solid, still seems slow relative to the investment levels. We see broadening demand, increasing inference, and more capacity coming online - especially T3 and then T4; we see capacity for further acceleration and improving ROICs on the capex. We increase AWS estimates but higher capex and D&A mute the margin flow-through. As such, we reiterate our Outperform rating and $315 target price.

@varunv_malhotra agree. appreciate your posts. seems a lot of the CSU gang has no interest in exploring downside risk 😂

If you own $CSU & your AI take is simply "are they just going to buy vibe coded software?" you are missing the real AI risk. The real risk is the LLM players (OpenAI, Google, Anthropic) build all the value on top of the "system of record" and that is where the value is extracted. Over time agents interact with the System of Records and less humans and this impacts what $CSU.TO can charge and may even change pricing models from Seat Based to consumption. Don't see this happening overnight, especially for regulated/government industries but watch out for this as real AI risk.

@P_Remarks something is screwed with your account man. cant see any tweets on your page.