Austin

Fascinating. GLP-1s are reshaping the economy and having a massive (positive) environmental impact.

@ManuInvests The leap in ad targeting over the last year has been extraordinary. They’re running away with the ad market.

$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.

@rev_cap We are Lentil. ✊

Kids are playing with Clawdbot instead of Hot Wheels.

@Nostre_damus Silver should acquire $nvda

🚨Breaking news Silver has surpassed $NVDA to become second largest asset by Market Cap

And a decade later, everything changed. Why? #gold

@Nostre_damus Iykyk

Few understood this x.com/Nostre_damus/s…

@Nostre_damus When @Nostre_damus is surprised, you know it’s gotten wild.

Jesus Christ

A new mark for our next chapter — introducing the new CNBC logo. Coming December 13th.

@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.

shake shack has devolved into domino's tier quality.... you must consume immediately or it's disgusting five guys delivers a consistent, superior burger

Correction: AI can automate 100% of McKinsey.

@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.

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.

@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.

$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…

🔥

@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.

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

@chat_SBC $pins is so cheap it makes me sick.

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

They’re called throw pillows because you throw your life away dealing with them.

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 🧵

@KoyfinCharts This cash incineration machine is approaching a similar market cap as $pins who prints cash and is reducing the share count quickly. Absurd.

$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

@FreightAlley Delta DSM-New York was maybe 25% full both ways. And the WiFi still didn’t work. 🤣

No one wants to get stranded.