Aditya

To people who keep saying IPL is fixed, please stop watching cricket altogether. The same players take part in International Cricket.

@P_Remarks Genuine question on WIX. The Dutch auction tender offer expires in April 1. Is that artificially inflating the stock and it'll crash down to reality after April 1? What's your take on it?

Good morning gentlemen @bstaples @sytses There’s a DevSecOps company that does exactly what you do & it’s growing 20%. Mgmt says it’s an AI winner Shockingly, it’s for sale for 1.75x 2027 revenue You can acquire 30% of it for $1 Billion w/zero control premium You interested?

@P_Remarks @Crussian17 As a bagholder on all 3 of these, think Base44 revenue acceleration is helping WIX. Sure buybacks will help but they only go so far. I'd rather have gtlb do more buybacks. Atleast it can be stable kind of like mndy, only down 7% in the last month. Gtlb down 21%..

@Crussian17 The fact that GTLB is being placed in the same bucket as MNDY and others is already a failure on the part of management WIX is another example +37% in a month, outperforming GTLB by 30% ytd despite a clearer bear narrative

Another day, another new all time low for GTLB 🎉 Down -8% on the week and all but guaranteed to be down for the 10th consecutive week 💪 BRZE CEO is actually good. Stellar results. +21% today Congrats @bstaples @sytses @gitlab !

A legacy to be proud of 🇮🇳 #TeamIndia currently reign as champions in all these ICC events 👇👏

@rubicon59 @skowihx Do you plan to add or wait and watch? 🤔

@skowihx Possible. But surprises like that undermine confidence.

I did not like $PSIX earnings at all :-((

@Bprew7 Looking to add? 🤔 This drop doesn't make any sense

Spoke WAY too soon.

Figma one of the most rapid 30% gainers I've had.... and it's sized such that it isn't even a rounding error on a rounding error lol. Typical

@akramsrazor @dalibali2 Numbers were elite. What's the reasoning for the drop? 🤔

@dalibali2 $fig

Team Figma!

@RagingVentures When does the full post-IPO lock-up happen? Would be interested then. Figma and other IPOs are a case in point to avoid until the post-IPO lock expiry is complete.

I bought a bunch of $WLTH this week. At $7.80, this broken IPO (went public in Dec at $14) is a sub $1.1 b EV with $400 mm+ in cash and no debt. Trades for around 6.5x run rate EV/EBITDA and is capital light. Primary risk is lower interest rates which could lead to outflows and lower spreads on their cash mgmt biz, which is their biggest earner. Their investment robo-advisory biz is also exposed to market volatility. Still, they’ve been growing customers nicely and are rolling out new features, like mortgage lending. I see limited AI risk given their very low investment advisory fees. There’s a good chance they can grind through this rate cutting cycle without too much earnings pain. But even if earnings did take a material hit, the current valuation has already discounted a lot. Finally, the $WLTH IPO included meaningful shares from selling stockholders, so the post-IPO lock-up expiry should be less of a headwind than for many new issues.

@blondesnmoney does the ceo owning the bank not concern you? riabiz.com/a/2026/1/13/we…

Covered a small short position I had in $WLTH and flipped long. They charge 9 basis points for Direct Indexing the S&P 500 and 12 basis points for the Nasdaq, 0.25% for an ETF portfolio, it's actually very reasonably priced. One of the highest savings yields, free wire transfers, the direct tax loss harvesting program, for a robo-advisor its a pretty comprehensive offering at razor-thin pricing. Stock panicked on the AI fear, but I think the move is massively overdone. The type of clientele who pays for Roboadvisors and automated tax loss harvesting likely isn't the clientele that would prompt Claude to generate a portfolio and blindly follow it. Closed the short and flipped slightly long, not a high conviction trade but the stock is much more attractively valued than it was a few months ago.

@rubicon59 people playing games will want to buy stuff at the same level as downloading other games? That is not as clear to me. ad dollars for D2C moving from meta to app at scale will only happen if they perform close to meta levels.

@forwardshortleg Meta does not dominate the space $APP dominates.

Note that the e-commerce-advertising TAM for $APP is multiple times bigger than game-advertising. Also with more advert types variety, conversion rate from the cirrent games supply should eventually quantuple. The growth effect will be cumulative.

@dalibali2 Time to write the substack!

Loook i get why HF need to reduce SW but I think if you have a longer than 1 Q horizon, its really compelling here. wtf are we even talkin about right now when 90%+ of F500 workloads are still in customer datacenters ~20 decades into public cloud. Its not a zero sum game

@dalibali2 New shitco index (the time is right), when to use options, how to think about SBC, technical indicators on charts

I really miss writing in my substack, especially when things are so dislocated. If I bring it back as a paid (nominal monthly) what do you guys want to see more of?

@UltimateTrad8r Same. I'm in at 168. Let's see

@forwardshortleg Im in 165 unfortunately But its ok

Did you ever get $duol long puts? You dog you!

@ContrarianCurse Hopefully it gets bought out above 55

$GTLB LOL Does ya boy and fintwit get one here!!! Time to get squeezedddddd!

@gauravsabnis The icc rights deal that's being renegotiated right now was signed in Aug 2022. At that time ICC was led Greg Barclay. Obviously bcci called the shots but it's an ICC deal, fewer India matches. Till we see weakness in bcci home deals - especially IPL, I wouldn't say plateauing

@gauravsabnis Icc rights have very few India matches. They definitely overpaid. The ipl rights and team valuations are going up and to the right. RCB's sale will establish a new benchmark, that's the financial reality. Both aren't the same imo. IPL every match you have India stars playing.

Indeed. But the larger story is that BCCI contracts have always been objectively overpriced. That's how competitive auctions work. Larger reality shift here Godi Media is ignoring is that for the first time ever, the overpricing proved fatal. Even with Reliance & Disney. /1

@rubicon59 AI says this is at Soho Japanese & Sushi Restaurant in Vegas. Is it right? 🤔

@Crussian17 It is 25% down bad? I thought the valuation was pretty compelling for a buyer.

$pd what a disaster. No growth and can’t sell themselves.

@dalibali2 what's your take on PagerDuty? The results were bad but not 25% down bad at this valuation.