Tom Lee went on Closing Bell friday announcing he was most bullish on software and crypto moving forward. Anyone know some good bitcoin software companies? 😜🤪 @blocks $XYZ
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Adam Spring
920 posts
Adam Spring
@positivelyforth
@Blocks $XYZ Spectator
Guam Katılım Ağustos 2025
49 Takip Edilen146 Takipçiler
Ebay and its gross profit estimate FY ‘26 of $9B and its failure to currently meet rule of 40 may change hands for $60B in the coming weeks. What does that say about @blocks market cap with $12.2B in gross profit estimated FY ‘26 rule of 40 met and expected to accelerate $XYZ
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100% agree - Neighborhood and connecting ecosystems should be primary goal @blocks $XYZ
Wiz@10kWizard_
Whenever I’m in new areas of NYC, I can’t help but feel the opportunity cost of Neighborhoods not being live on @CashApp yet. As a shareholder of $XYZ, I’ll always look to spend at a Square-powered merchant vs. Toast or Clover! IMO, prioritize this over Bitcoin payments. For now
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Cautiously optimistic, management @blocks has been working hard behind the scenes to reaccelerate growth and ignite shareholder value $XYZ
Bitcoin@AAVentador17
$XYZ looking really sexy here … Outbreak … retest … $81/82 may be next 📈 ER 05/07 📅
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Important to note the megacap tech winners come with major capex spend risk meanwhile @goose_oss is open source and allowing developers to buildout the network at no cost to @blocks $XYZ
Adam Spring@positivelyforth
With a score of 44 @Blocks is currently outperforming Alphabet, Amazon, and Tesla. Massive shift from 23–24 when Block was in low 20s. The jump is due to the Dorsey Pivot cutting the workforce by 40% and using Goose AI to maintain growth while ballooning the operating margin $XYZ
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With a score of 44 @Blocks is currently outperforming Alphabet, Amazon, and Tesla. Massive shift from 23–24 when Block was in low 20s. The jump is due to the Dorsey Pivot cutting the workforce by 40% and using Goose AI to maintain growth while ballooning the operating margin $XYZ
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Winning: With an 18% gross profit growth target and a guided 26% adjusted operating income margin @blocks is pacing for a "Rule of 40" score of 44. This puts them in a much stronger fundamental position than competitors like PayPal, which is currently scoring in the low 20s $XYZ
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A 9.8x interest coverage ratio is generally considered very strong, especially for a maturing fintech company like @blocks $XYZ
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No one innovates like @jack between recent @goose_oss AI advancements, bitcoin initiatives/offerings, nonstop @CashApp product launches including Bluetooth enabled payments there’s no denying @blocks is leading the charge in global Fintech innovation from clicks to bricks $XYZ
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The new @blocks with @jack focused and leading the charge is the most slept on burgeoning business in the S&P500. Profitable growth has accelerated as seen by Rule of 40 reached last quarter. There is a lot to be excited about for investors $XYZ
josiah@josiahXXI
Elon adding payments to his social. Dorsey adding social to his payments via bitchat?🔥
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PayPal, Fiserv, Shopify, Toast, @blocks all report earnings this upcoming week. Is a sector wide relief rally imminent? $XYZ
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It’s also one of the most unfortunate things about being @blocks shareholder $XYZ
Dakota Hensley@DakotaAHensley
The weirdest thing about being a $xyz shareholder is that you can vote for Jay-Z as a board member.
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If street estimates are accurate @blocks will 2-3X from here $XYZ
Cute Baby@nachunja
$XYZ – Block's Adj Operating Income • This number is *inclusive* of SBC • It's exploding higher Block should get more credit for this.
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