Short ADBE. Only terrorists are long ADBE
trish@_trish_xD
it's honestly embarrassing that Chrome accidentally became the best PDF viewer while Adobe spent decades making Acrobat slower and more bloated
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Aunt Jemima Cap
464 posts
Aunt Jemima Cap
@Rubbabubub
L/S, spurs
United States Katılım Ağustos 2021
1.3K Takip Edilen233 Takipçiler
1/ The Setup
$BLDR — Builders FirstSource is the largest US supplier of building products and manufactured components. ~$15B in revenue, ~585 locations across 43 states, present in 92 of the top 100 MSAs. Stock is ~$79, down ~48% from its 2024 highs. The market hates housing right now. That's exactly why you should be paying attention. 🧵
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OBSIDIAN Personal Template
.MD is the new .EXE
i built a single markdown file that turns any AI agent into your productivity vault architect. it reads the file, asks you 5 questions, and builds your entire productivity system from scratch. folders, templates, daily notes, action board, scheduled automations… all of it.
rentry.org/jlk-obsidian-m…
How to use:
1. click the link
2. click "Raw" at the top → Select All → Copy
3. paste into a new file, save as "Obsidian Setup Guide.md"
4. upload that file to your COWORK app
5. Handles everything from there
Send me feedback!
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Nice chart... where did you get it from?
signüll@signulll
wtf, can someone confirm if this is accurate? i have been waiting for a 1b user announcement from openai for a while but did growth completely stall?! this is precisely what happened to snap when facebook implemented stories in instagram.
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Aunt Jemima Cap retweetledi
@TobyEvenden Cherki or Bruno winning POTY. Neither hold a candle to 15/16 Payet which in itself was a season known to be lacking quality
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BEARPORN GET OUT OF MY FEED. Faggot low test bears need to be deleted off the face of this planet
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@RobinWigg @BradMunchen It’s beyond moronic. Little growth, little mgn and little or no profit.
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SpaceX provably has revenues of less than $20bn and loses money after the merger with xAI, but is targeting a $1.75 TRILLION IPO.
So FTAV explored how Musk might try to pull off what could be the biggest bagholder operation in history. ft.com/content/5bf1fe…
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Pretty insane what you can do with Fiscal data inside of Claude.
Build financial models (with TRUSTED data) all with a single prompt.
Fiscal.ai@fiscal_ai
Fiscal is now an official Claude Connector! Plug our best-in-class fundamental data directly into Claude with the Fiscal MCP.
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QME
This is like when Covid data peaked and the market started rallying but everyone hated it because vaccine wasn’t approved yet and things weren’t reopened
Andreas Steno Larsen@AndreasSteno
Markets typically bottom, when the rate of change improves
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Bought a pair of sunglasses today made by @otiseyewear. Wasn’t aware of this brand before today. Beautiful product.
(Not a promo - just like the glasses).
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@JamiePastore9 @TheLAPurchaser Does this mean cowork or code haha
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@TheLAPurchaser run Perplexity Computer as a subagent for CC
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What free plugins/APIs do you use with Claude to get access to historical market data?
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@StrangerCapital V interesting..always thought Strauss was the best operator in the space and would 0 Zynga out over time.
On $ basis, how big do you think the mobile drag will be on 2027+ FCF from console/PC biz?
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