Deadpool

@phongle Was super boring. Nothing interesting. Only financial engineering. Sell BTC, sell this, sell that. No value plays nothing.

Thank you to the tens of thousands who joined our earnings call. Our calls are not typical: 2x the duration, 10x the slides, 100x the transparency. Unscripted remarks. Unfiltered questions. Bitcoin is not a typical asset class.

@saylor So boring man

Join us today at 5pm ET for our Q1 Earnings Call. We’ll discuss our outlook for $BTC and plans for $MSTR and $STRC with Wall Street analysts and industry experts. x.com/i/broadcasts/1…

@thepowerfulHRV They will always have debt. That's the only way they can buy BTC. I think Phong Le will be fired for this foolish startegt

Strategy is "seriously thinking about" selling $MSTR, $STRC, or even Bitcoin to retire its convertible debt.

@MrAbbeetim I will take Marvel's fight everyday over this AI crap.

THIS IS THE FIGHT WE EXPECTED FROM OUR HULK AGAINST THANOS, NOT THAT SHII MARVEL GAVE US 😏

@SenWarren Rightfully so the stock went down

NEW: Donald Trump gave Meta $8 BILLION by creating a new tax loophole for billionaire corporations. All while millions of Americans struggled to pay for food and health care.

@miscomputate @infleqtion I agree. Its a supply overhang and not able to catch bid higher.

Not exactly. The filing did not show LCP dumping 30M shares into the open market. It showed a distribution to underlying investors at $0 / without consideration. That still creates potential overhang, because those investors may choose to sell individually, but “distributed” does equal “dumped.”I agree the market may need time to digest the supply. But I’d separate the share structure issue from the operating thesis. The company still has real revenue, contracts, and analyst support. The stock mechanics are just ugly right now.

End of day quantum basket: $QBTS +11.0% $QUBT +8.9% $RGTI +8.5% $IONQ +7.1% $XNDU +4.3% $INFQ -1.4% @infleqtion That is real relative weakness for $INFQ. At this point, we’re just revisiting an issue from a few weeks ago, and the problem is not the thesis. This is definitely becoming more like a supply/overhang issue, followed by weak sponsorship + market structure overpowering the story. Two Buy ratings, a $20 price target, real contracts, real revenue, and still red while the sector rips. And the volume makes it worse. $INFQ traded 6.7M shares and still closed red while the entire quantum basket kinda ripped. That is not “no one noticed.” Looks like buyers showing up and supply still overpowering them. Bull case intact. Tape and mechanics are unhealthy.

@MyQuant_um @infleqtion @IonQ_Inc All Quantum stocks crashed today. Is this supposed to happen.

Nation quantum initiative mark up today The House Science, Space, and Technology Committee markup of the National Quantum Initiative Reauthorization Act of 2026 (H.R. 8462) is scheduled to begin at 10:00 AM ET today, Wednesday, April 29, 2026. $INFQ $IONQ @infleqtion @IonQ_Inc

@ABCWorldNews @DavidMuir Well its not really just the 7 mins that count. To get from a home to a vertiport and to get back home from a vertiport. If you add all that up, its way more than 7 mins, and costs a lot. People will spend 60 to 80 bucks and rather take an UberX all through.

Joby Aviation is conducting demo flights for their electric air taxi, which could bring you from Manhattan to JFK Airport in just 7 minutes. Would you take this taxi in New York City? @DavidMuir reports.

@TheLongInvest @LucidMotors

@TheLongInvest All LCID has to do is become an AI data center and covert that cash burn to cash cow.

$LCID at one point was $640 a share and is now at $6 (stock split adjusted) Will this company survive?

@brian_armstrong That's exactly why dont want to do it.

An estimated $60 billion was spent on remittance fees in 2025. This could be almost zero with stablecoins.

@dividendology Covid pushed their strategy. Instead of focusing on retail, wholesale partnerships, they zoomed in on digital. Hired ServiceNow ceo and pivoted strategy. Unfortunately that was short lived but culture changed. Partnerships burnt. It has been 5 years and still did not recover.

$NKE Nike annual returns by year: 2017: 🟢 +20.33% 2018: 🟢 +16.77% 2019: 🟢 +36.79% 2020: 🟢 +38.42% 2021: 🟢 +18.97% 2022: 🔴 -28.94% 2023: 🔴 -8.57% 2024: 🔴 -28.98% 2025: 🔴 -13.52% 2026: 🔴 -29.31% What changed?

@perry_lin1 Good catch. Translates to $0.19 per kwh. I pay .15 to my utility provider.

Economics of the $APLD deal seem underwhelming. $7.5B, 300 MW, 15 years =$1.66M avg/MW per year.

@AudriusUrbon @danielisdizzy At 50 times forward PE, its not a cheap stock. Even if they buy back at these levels, they are paying a huge premium when growth is bought through M&A

@danielisdizzy They should buy their own stocks like crazy $NOW.

$NOW is down 18% after posting +22% YoY revenue growth. The market thinks LLMs will replace software. The CEO of ServiceNow disagrees: • Building your own $NOW with an LLM would cost 10x more • The company will double in the next few years • It’s time to take advantage of these prices and buy He bought $3M of shares at $105. The stock is now at $84. LLMs won’t kill software. They’ll live inside it.

@danielisdizzy So conversations are shifting in the enterprise. Power is now with procurement, CFO and CIO. They are able to negotiate far better deals at lower spend which means shrinking margins for servicenow. Market is not pricing LLM replacin platform, they are pricing margin compression.

@Polymarket Is this bad for Quantum?

JUST IN: OpenAI unveils GPT-Rosalind, an AI model aimed at accelerating drug discovery.

@SoundHound Or offer free with Ads. Limited agentic capacity. You can become thr next app that everyone wants. Your edge model is even better. Sell that to Apple, they love privacy stuff. Common guys!

@SoundHound From 14 bucks at CES to 6 bucks to this new conference. CFO quit. What's your plan? Atleasst sell your models to consumers directly and charge a premium. Like Spotify. I want to drive and while doing, order my stuff with voice and go and pick. Or place reservations. B2C... ?

We’re heading to the Restaurant Leadership Conference next week in Scottsdale, AZ 🍽️ Stop by booth #424 to experience our AI solutions in action! Learn more👇 hubs.li/Q04bHCsG0

@FT Hilarious

Air Canada CEO to step down over failure to speak French ft.trib.al/WYQO3bF