David Goldstein

The SaaS dead narrative is being applied indiscriminately to ALL software. But the real losers are point solution SaaS single-purpose tools like DocuSign, Asana, Salesforce. The real winners are platform companies that can become the operating system for AI agents. $MSFT and $ORCL are platforms, not point solutions. They are the infrastructure layer that AI agents run ON. The irony is the SaaSpocalypse should long-term be bullish for both: more AI agents = more Azure compute = more Oracle database queries = more revenue. Price creates its own narrative. A stock falling 50% looks like it deserves to fall 50%. Most investors don't dig deeper or waiting for actual numbers because of capex fears. MSFT reports April 28. ORCL reports June 8. Those are the first moments the market gets real confirmation or denial of whether the infrastructure thesis is correct. The market does NOT yet know: 1. Whether ORCL's $553B backlog converts on schedule ❓ 2. Whether Azure guides 40%+ acceleration on April 28 ❓ 3. Whether Copilot adds 20M+ paid seats by June ❓

@TiffanyFong @weebfund

name a man who sits down to pee

Based on what we see now in CPU shortage traid I may assume the probability of this to happen is increasing

EU pushes crackdown on emojis that can hide "illegal and hate speech"

It's obviously too late to jump on CPU shortage now. Everyone with half brain was doing it when google was at 150-220

@JezCorden Metzen was the least talented from the OGs fo warcraft. Scott Mercer was the real artist behind everything that actually mattered.

So far I actually think I preferred even Shadowlands writing to Midnight. I thought Metzen would make WoW feel like Warcraft again but idk... It's cool if you like it though 100% just means I'm not the target audience anymore which is fine. I mourn the Horde man. 🫠

Would we have a deal anytime soon tho?

The ServiceNow selloff is hitting everything with a "software" label indiscriminately. But look at WHY ServiceNow dropped: Iran war deal delays in the Middle East. That's the stated reason. 75bps of revenue headwind from deals not closing because customers in the Gulf are in a warzone. This is temporary and geopolitical, not fundamental. When the deal closes, those deals come back.

Still most likely bullish

Price action ain't looking good if tomorrow will be no deal then it will slowly go into Vietnam war price action and next rally will be expected during summer

Probably gonna get nuked a bit

@RebellioMarket He actually sucked at real trading

Epstein Talks About Stock Market:

@IndieGameJoe Thais are known to be very good with horror art

These Thai indie developers are making a survival horror game inspired by Southeast Asian folklore. - Play as a tourist lost in a sealed-off village - As night falls, terrifying creatures start to appear - Find a way out It’s called The Twilight Project. Would you play this?

@MattisRedacted Air is not bad over there, the yellowish orange vibe is just the light that hits a bit different due to location

Hey you guys may not know this but air isn’t supposed to be yellow

What's the point to ask US to remove blockade of the Hormuz for negotiations if they can do it and put it back in case of no deal anyway? Iran is being retarded or putting up a show buying someone time to sign more contracts

@JC_ParetsX Very few and those are often going long anyway

Have you ever met a rich permabear. Do they even make those?

TRUST IN TRUMP 🇺🇸📈

@jedimarkus77 They got mogged as usual

What happened to the "rotating out of USA into Europa" thesis?

Hm, ok

@jimcramer Oh wow. What a shocker, Jim

Last night was beat and raise versus growth and risk: NOW and IBM. The software world is being rocked by the COST of AI which is very expensive

Never forget that this is why we need crypto. To free ourselves from the jews