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@riceforthought
Capital implies you're building wealth LT fundamentals/macro + ST opportunity
Katılım Nisan 2013
1.8K Takip Edilen629 Takipçiler
@JSpitTrades yet the company with the most valueable IP is totally ignored ....
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Agentic voice AI will be a major theme soon...
Twilio $TWLO just reported a 60% YoY increase in its voice AI revenue in their latest earnings report.
TWLO popped 24% Friday on that news.
$BAND reported that its voice solutions grew 12% YoY during its latest earnings call... with AI‑influenced usage called out as a tailwind.
BAND is up 86% in just two days since its report.
$FIVN also reported earnings last week.
It reported a 68% YoY increase in AI revenue thanks it part to strong voice AI demand.
FIVN spiked 29% on Friday on that report.
$RNG is another software company with AI voice solutions.
These include an AI Receptionist / AI phone agent for automating customer interactions and handling missed calls.
RNG broke on Friday due to the TWLO report. It finished the day up 12% and recorded its highest daily close in over three years.
RNG is set to report earnings on Thursday. I wouldn't be surprised they too report strong AI voice demand.
Soundhound $SOUN - the best AI voice stock - pure play is also reporting earnings on Thursday.
I also expect SOUN to report strong demand for its AI voice solutions.
In fact, the market is already starting to price this in...
SOUN popped 20% on Friday in sympathy with Twilio's strong report.
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Thinking about starting a small, invite-only network in NYC across PE, HF, AI. Quarterly dinners and idea exchange. Shoot me a DM with your title and firm if you have interest and think that you would add to the room.
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"I actually find it quite ironic that Meta, the hyperscaler that has the highest quality revenue streams today since they don’t engage in the circular financing shenanigans with AI labs, trades at the lowest multiple despite growing revenue faster than their hyperscaler peers"
Mostly Borrowed Ideas@borrowed_ideas
$AMZN 1Q'26: Rosy Near-term but "Cloudy" Long-term
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Mexicans mogging Americans on US turf.
Brian Wilt@brianwilt
Current status: driving behind a Mexican BYD truck in Phoenix Arizona
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Who is going to backstop the debt of this build out, if everyone is going from surplus ➕to deficit ➖@ the same time ⏰ ?
Supply & demand always wins 🏆 out in the end…
Robert (infra 🏛️⌛️)@infraa_
Higher oil prices= immediate deficits Current account surplus -> deficit = Creditor to RoW -> Net selling of assets It’s not just Japan, either. Foreigners own $69 trillion of USD assets and can sell for a long, long time.
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@IntradayCycles There is a reason is following more people than he has followers. He is just trying to ragebait you to get more via interaction with you 👍🏼
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@IntradayCycles Hi Nicholas, quick one for you. Why are you posting the inverse? Just wondering bc I noticed it last month as well. Thanks!
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Here is $SPX May 2026 Forecast, also posted is the inverse. The charts are not scaled for Price.
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@WarrenPies Show me a legitimate ROI on capex spend and I’ll believe you.
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Earnings boom really accelerating.
Forward estimates now up >25% YOY.
Passing through the first part of Q1 reporting, forward estimates are leveling up.
Updated chart below...Unprecedented.
Warren Pies@WarrenPies
A historic earnings boom is developing. Estimates growing faster than they did in the mid-90s or late internet bubble years. Only covid recovery period saw a greater inflection. This boom is unique b/c it is not coming off an EPS drawdown (recovery).
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This is who you are up against: I estimate that roughly 42% of the S&P500 consists of AI stocks (I define loosely as that being the dominant accelerant in their business / stock impact). $SPY
(Not including businesses like $FERG that have benefitted from AI but DCs are a MSD % of the business, and not including $AAPL).
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It’s one thing to watch smile compress during a drawdown as otm options mechanically roll toward atm.
It’s quite another to see smile collapse during a sharp rally, as market participants abandon hedges and fire‑sale insurance into a market‑wide squeeze. This is not the sign of organic risk improvement.
Tail protection is now thin precisely as implied correlation finds a floor. This kind of hedge capitulation tends to amplify fragility. The removal of downside insurance sets the stage for sharper, less forgiving repricing when the next shock arrives.
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@moreproteinbars @TheSpeculator0 ED is respectable esp in a front office role.
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@TheSpeculator0 It’s also people outside investment banking and trading who misunderstand titles and job functions/pay.
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banking titles are so funny with everyone thinking executive director == high level banking executive
taoki@justalexoki
permanent underclass goyim really think a few million dollars is life changing money for a high level banking executive
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Saam retweetledi
@rich_toad Two years at 24-26 earning 750k a year is a horrendous trade definitely… oh wait I may have to go back to Apollo I’m so fucked… this career is long and winding go where you can learn the most and keep reevaluating. There are better and worst seats but this is a shitty axiom
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Chasing Tiger Cubs might be the worst way to build a hedge-fund career.
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