Austin

8.2K posts

Austin

Austin

@aschmidt2930

Into tech and commodities. Just an enthusiast. 30% satire.

United States Katılım Kasım 2014
482 Takip Edilen3.6K Takipçiler
Austin
Austin@aschmidt2930·
@ManuInvests The leap in ad targeting over the last year has been extraordinary. They’re running away with the ad market.
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Manu Invests
Manu Invests@ManuInvests·
$META is in a 21.4% drawdown over the last 6 months… It is now trading at a fwd PE of 20x… 20x fwd PE for a dominant company… growing normalized net income 22.5%… growing and re-accelerating revenue at 22.2%… and guiding for next qtr revenue growth of 30%… META at 620 is great imo. Down on avocado release delay. The delay of the avocado model release isn’t a concern for me. This isn’t an overspend flag for me. Meta hasn’t been the leading model developer. Their compute contrained on data processing to power algo predictions and generative ads alone. Meta is building recommender systems and supercharging them with GPUs - data centers aren’t only for AI LLM model development and training. And Zuck will release a finished product not a subpar model. Meta doesn’t NEED to be the leading model… that’s not what my meta investment is. That’s what my $GOOG investment is for.
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Austin
Austin@aschmidt2930·
Kids are playing with Clawdbot instead of Hot Wheels.
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Nostra, House of Gold
Nostra, House of Gold@Nostre_damus·
🚨Breaking news Silver has surpassed $NVDA to become second largest asset by Market Cap
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Austin
Austin@aschmidt2930·
And a decade later, everything changed. Why? #gold
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CNBC
CNBC@CNBC·
A new mark for our next chapter — introducing the new CNBC logo. Coming December 13th.
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Austin
Austin@aschmidt2930·
@taobanker They should build Five Guys next to car dealerships to reuse the financing office. So expensive that it’s not even in the fast food tier imo.
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taobanker
taobanker@taobanker·
shake shack has devolved into domino's tier quality.... you must consume immediately or it's disgusting five guys delivers a consistent, superior burger
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Austin
Austin@aschmidt2930·
@cailen It amazes me that some folks are seriously trying this. Vibe coding a CRM is *incredibly* expensive in real costs. I think this trend is about ego more than cost.
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Cailen D'Sa
Cailen D'Sa@cailen·
Just met a company that vibe coded an entire CRM to avoid paying for HubSpot or SFDC over the last year. It’s now become a burden to maintain and missing key functionality / third-party interoperability as they scale… They’re now migrating to HubSpot. App layer is fine.
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Austin
Austin@aschmidt2930·
@xwallstx The bigger short term driver will be a meaningful increase in business account sign ups. There are only a few ways for most businesses to participate and PayPal is one. When the account is set up or reactivated, it’s logical to set it up as a secondary option elsewhere.
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xwallstx
xwallstx@xwallstx·
$PYPL Per the article below it would seem that Agentic commerce is already meaningful and growing quickly. $PYPL launches on Open AI early next year and will tie in inventory catalogs from all of its participating merchants. Perplexity is already live. Gemini is 2026. Could Wall Street be underestimating the impact on $PYPL's 2026 numbers? digitalcommerce360.com/2025/10/08/age…
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Austin
Austin@aschmidt2930·
🔥
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Austin
Austin@aschmidt2930·
@StockSaleFlyer Do the pod bros double down? Any news that decreases the pessimism here could take this on an ANF like ride. Tariff change could do the trick.
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The Stock Sale Flyer
The Stock Sale Flyer@StockSaleFlyer·
Crocs short interest was 13.66% as of November 14th. This could absolutely squeeze. Might be already. Just barely got above the 100-day SMA yesterday. The 50-day is curling up. I started building my position in this over a year ago and added to it this month. $CROX #stocks
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Austin
Austin@aschmidt2930·
@chat_SBC $pins is so cheap it makes me sick.
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chatSBC
chatSBC@chat_SBC·
any names stick out as google of may 2025? - left for dead/de-rated on AI worries - unmonetized proprietary assets and data - LT AI winner or will get repriced as one? - could be up 100% in next 12 months and still be reasonable multiple HUBS and CRM feel like the obvious ones ADBE higher risk but wild card
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Austin
Austin@aschmidt2930·
They’re called throw pillows because you throw your life away dealing with them.
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Thomas Jepsen
Thomas Jepsen@JepsenThomas·
I don’t usually comment on stocks, because there are enough accounts out there on the topic far dedicated than me. However, I do understand SEO and web traffic. The information that is circulating around $HIMS is just plain wrong and lacks context. A short 🧵
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Austin
Austin@aschmidt2930·
@KoyfinCharts This cash incineration machine is approaching a similar market cap as $pins who prints cash and is reducing the share count quickly. Absurd.
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Koyfin
Koyfin@KoyfinCharts·
$SNAP Snapchat cumulative stock-based comp and net losses since going public in 2017: - Net loss: $11.3 billion - Stock-based comp: $10.3 billion
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Austin
Austin@aschmidt2930·
@FreightAlley Delta DSM-New York was maybe 25% full both ways. And the WiFi still didn’t work. 🤣
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