ProductCapital

$XYZ - Nov 25' open.substack.com/pub/productcap…

@BlockWhaleXYZ @jack lol.. before that he better make the stock go back to new highs.

In many ways @jack would be a great pope!!!! $XYZ

Stablecoins here we come $XYZ

@jack @rsa we need ai music gen in @TIDAL anyone should be able to make music $XYZ

@positivelyforth @goose_oss @blocks Adam if they don't find a way to grow revenue usually stock won't move much. Rev growth> gross profit growth. Usually companies are treated growth only if Rev is accelerating. They need to ship new things a lot faster..

With the re-acceleration of 27% y/o/y gross profit growth and adjusted operating income set to explode due to @goose_oss and 40% RIF. Buying @blocks at these levels today is cheaper than buying it at any other time since it’s IPO on every valuation metric. NEVER SELLING!!! $XYZ

@RealSimpleAriel at this evaluation i think if it offers a good short setup might worth a shot..

$CBRS 120x sales multiple not surviving out here. And it’s a shame because they will likely be doing the same to $SPCX. As a retail trader I was hoping for a fun IPO market which we won’t be getting. What we are left with are names coming to market at absurd valuations. These names are a no touch for me until the due diligence phase is complete. 6+ months at minimum after IPO.

@positivelyforth @blocks sentiment...

@camworboys @CashApp @camworboys you guys have been good at finding the next shiny thing. I think the problem is the time you guys take to build and roll out. Eg: Almost 3 years now neighbourhood is sill limping. Hopefully we get to see things sooner this time.

. @CashApp roadmap rn May → oh sickkk June → wait… WHAT July → getting ridiculous

@SwissInvestr i wouldn't say google eating their lunch. US DAU grew 7% YoY and 2% QoQ. The core, market is maturing. ArPU outside US isnt much usually..Valuation is not cheap.. Good founders pull rabbit out of their hat. So we never know.

@PoundtheProduct fair point but the alt data on Daily active users (DAU) and ad revenue doesn't seem to reflect that yet. if Google was eating their lunch we'd see it in the numbers

$RDDT down -4.7% today, continues to trade like crap. When $RDDT reports Q2 earnings... revenues should be up at least +50% YoY... and EPS should be up at least +60% YoY $RDDT market cap right now is $28B... when they report Q2 earnings they'll have approx $3B of net cash and $0 debt (depending on how much stock they bought back in the quarter)... which puts the enterprise value at approx $25B I think $RDDT does $2.0B+ of net income in 2027 which is only 8% above current sell side estimates... could certainly be $2.1B+ which is 13.5% above current sell side estimates. That means right now $RDDT could be trading at 12.5x 2027 net income (including their cash)... for a company growing eps at 55-60% this year and perhaps another 40-45% next year. Makes no sense. NFA. DYOR. *I own $RDDT personally and so does @FirstWaveFund

@SwissInvestr googles search changes has an impact.

12.5x 2027 earnings for a company growing EPS 55-60% this year is genuinely cheap on paper. The market is pricing in either a DAU plateau or ad revenue deceleration that the alt data doesn't support yet. Either the data is wrong or this is one of the bigger mispricings in small/mid cap right now.

@BlockWhaleXYZ yes. 💯 @cbr4444 hope you are doing well. Hope agents are able to order food and drinks 🍔🍟🧃☕️

Conrado doesn't get the attention he deserves!! He's a serious player in agentic AI Double his wages!!!!! $XYZ

I am thinking of opening a position in $OPEN.. just doing research as of now. wondering what are the downside of selling on redfin or zillow etc compared to $OPEN..If I remember you will loose around 8% for fees and commissions. Here i see around approx 16 %..so you give up 8% for faster process/sale ?

Just got the offer for our property from @Opendoor. $215,000 - very fair offer that’s right between Zillow’s zestimate of $210,000 and Redfin’s estimate of $220,000 Going to proceed with the Cash Now, More Later offer of $165,000 up front + up to $17,200 depending on where the property sells. All in all, up to $182,500 net. Proceeds are going straight back into $OPEN. Selling real estate to buy the company that’s disrupting it.

@emcross23 @blocks Well @emcross23 ! Usually unless you are putting out a product or writing research papers none will know :-(

I think what @blocks is doing in AI research and applied AI is like top 5 in the world in terms of interesting and impactful work

@nachunja @BlockWhaleXYZ may be a ring for payment :-)

@BlockWhaleXYZ Yea

$XYZ HARDWARE FOR CASH APP?? 👀

@jrouldz Wider moves on lower liquidity will not be good for the retail

When I first heard that markets would switch to 24hr trading I was upset I figured I’d never get a break again. But the fact is I’m addicted to stock content all day every day via X anyway 😂 So I’m coming around to the idea My daily flow on weekdays involves morning into afternoon on charts, so I can be present with market opening action And then walk later in the day But into Summer it gets so hot during the day that I’d really prefer to get out in the AM, and work on computer later 😂 Once markets are open all day, there will be less pressure to be present at any one specific time So my already flexible schedule can get even more flexible 🤣 so I say bring on the change! 😆

Adam rounding up the square merchants 👍

@torovictorioso looking forward to it.

Texas will win energy .. I have another article dropping soon. Companies will high exposure to Texas will do well (construction companies, concrete, steel, every service company). Think of natural gas being split 3 ways .. what Texas extracts will be split 1/3 for Texas industrial/consumer use, 1/3 exported overseas, and 1/3 going to data centers .. so that's 2/3 converted into electricity .. plus Texas has massive wind and solar. He who wins energy wins

The Texas Electron Accelerator open.substack.com/pub/torovictor…

@torovictorioso This concept of build for coast/heartland etc etc is really alien. I think they should prioritize feature set by use cases. Who will use my product, when will they use it? What services do they expect? How can @blocks position itself to serve these customers.

Trump is pro Heartland America. This means a ridiculously high percentage of the $20 trillion investment will happen in the heartland .. Heartland America is also much more business friendly than the woke sissy's that live on the coasts and vote in commie's. Heartland America is about to boom !! @blocks is based in commie ground zero .. it has a history of employing woke entitled academics .. but it's actually a monster Heartland America opportunity. @CashApp will drive @Square and @CashApp absolutely dominates Heartland America vs @Venmo @jack did build a decent Atlanta hub (to win points with black folks and the woke) but he needs to build a big workforce in the heartland and properly commit to everyday Americans. It's just weird that a company for everyday Americans is being run from commie central .. the woke crazy thinking of SF will leak out .. it's just not cool !!

@AmeetRai It's my thought of Intel can't run further stopped me from buying.

Who would've thought $INTC would see this type of run.

@nachunja @CashApp If they don't expand their scope they will be eaten sooner @jack and @owenbjennings have not found a use case/rev stream for cashapp where people are not looking to borrow or they don't really care to.

$XYZ Recently, @CashApp has been moving faster than its historical standards (🐢). But they still needs to move even faster. OpenAI is coming. OpenAI entering the “AI for personal finance” category expands the pie, which should help Cash App. Can "Moneybot" compete and win?