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$OPEN is quietly setting up for one of the biggest turnarounds on Wall Street.
Bears are running out of excuses.
Here’s why the rocket fuel is real 🧵
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the wise apeman
11.4K posts
the wise apeman
@wiseapeman
Founder @ChaliseHouse. Tech entrepreneur and investor. All posts are opinions. Not financial advice. Do your own research.
Fort Worth, TX Katılım Mart 2009
696 Takip Edilen1.7K Takipçiler
Beg your pardon? Where’s the jump? $PLTR
Unpopular opinion: revenue growth means nothing in a circle jerk economy.
IFKYK. Few.
finance.yahoo.com/markets/articl…
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I was checking other high-end villas on $OPEN.
But seriously, can someone explain to me how this house can be worth $2,712,600?
opendoor.com/properties/156…
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@Ubermenscchh No it’s not. I know, I implement these systems.
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🚨BREAKING : Call centers are officially dead.
ElevenLabs Agents quietly wiped out the $40B customer support industry.
→ Sounds human in 70+ languages
→ Books, updates, closes tickets mid-call
→ Plugs into GPT, Claude, Gemini, any LLM
→ $0.08/min, startups get $4K free
Revolut, Cisco, Deliveroo already switched.
You're next 🧵
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Everyone’s talking about Apple $AAPL accidentally leaving a Claude.md file in a recent update.
They’re focused on the flaw and missing the signal.
Even Apple is vibe coding internal tools. Let that sink in for a second. Apple is vibe coding on Claude.
AI isn’t just coming, it’s already everywhere, and it’s not confined to a single stack, vendor, or ecosystem.
If your organization isn’t building for scalability and flexibility in a way that allows teams to adopt the best and latest tools for their job, you’re going to get outpaced by someone who is.
Most leaders I speak to are asking a version of the same question:
“We’re on the Microsoft stack. How do we use Copilot best?”
That’s the wrong question, in my opinion.
The better question is:
How do we enable our teams to use the best AI tool available in the market today?
Given how fast AI tools and capabilities are evolving, the companies that adapt alongside the technology will have a clear edge over those that try to standardize too early and lock themselves into a single tool before the space matures.
This is not a tooling decision. It is an operating model decision.
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The billionaire asset seizure tax will send billions of dollars in tax revenue to all the other states that are not California
Christopher Lochhead 🏴☠️ ✍🏼🎙@lochhead
Garry, the startup ecosystem in California will be cooked if the (so-called) "billionaire tax" is passed. Most people in Silicon Valley still do not know. California wants to change the constitution so they can tax illiquid startup stock. It's not "billionaire tax". It is an asset tax. It will have a devastating effect on (AI) startups in California. TLDR 1) Not limited to one time 2) Not limited to billionaires 3) 1st US tax like this on assets you own (not income you earn) 4) Changes CA Constitution to legalize taxing “all forms of personal property and wealth, whether tangible or intangible”
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This is crazy. If these numbers are true, agonists could turn to be as revolutionary for medicine as the antibiotics and vaccine were for their corresponding diseases.
Jason Ai. Williams@GoingParabolic
RETATRUTIDE IS ABSOLUTELY SENDING CHOLESTEROL TO THE SHADOW REALM 🔥 Triple agonist just dropped a nuke on lipids and it’s not even Phase 3 finished yet. 48 weeks in and the numbers are looking PARABOLIC: • Non-HDL cholesterol down 26.9% • ApoB (atherogenic killer) down 24.2% • Triglycerides -40.6% • ApoC-III -38% • Big triglyceride - obliterated • Small dense LDL - obliterated HDL particle size improving, lipoprotein insulin resistance score dropping… this thing is cleaning house on the entire atherogenic profile.
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@ericjackson Mag 7 will continue to dominate in the AI world. Best risk/reward setup. That's where I'll be rotating after 82!
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Enterprises are choosing GCP because of Gemini, not despite it. AI is the pull-through for infrastructure spend. I am long GOOG.
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Everyone knows what happens when the next fed chair takes the reigns.
Position yourself now, before it’s too late. Few.
$OPEN $BETR $CIFR $ASST
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Anyone heard from gnoble lately? He's been awfully quite about $OPEN
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Ability human body and mind has is beyond amazing. It wants to thrive if you just get out of it's way.
Imagine how bad our food and information diet must be for such a large portion of our population to be so unhealthy.
Charly Wargnier@DataChaz
ANYHING IS POSSIBLE! Heroin addict gets clean and attains a Computer Information Systems Degree with a 4.0 Average
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I’m so thrilled to see my vision validated by @ycombinator @gustaf… This is exactly what I’m building at @chalisehouse
The internet enabled SaaS because companies could outsource software and reduce costs. Now AI is bringing us full circle.
AI-native bespoke software solutions+services can replace SaaS in many areas. We’re already seeing business cases with up to 50% TCO reduction in some cases.
Will AI replace all SaaS? Probably not. But can it replace SaaS in many use cases? Absolutely.
Y Combinator@ycombinator
AI-Native Service Companies @gustaf The total spend on services is many times larger than the spend on software, and a lot of those services are already outsourced, which makes them easier to replace with an AI-native product. We're excited about companies that don't sell a tool to help you do the work: they just do the work.
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@wiseapeman You never know sometimes on X when people just drop off the face of the Earth....
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Anyone seen Captain Steveo lately? Is he not around anymore?
$OPEN
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@dayetweets @ericjackson lol, come on man!
I've a hunch $OPEN will post a surprise EBITA profit. you ready to get yo face ripped off? I
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If you skip some or all of college to start a startup, it's on you to develop your mind the way college would have. And that's not something that happens by default in most startups.
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@kevinxu Hate to break it to you, Kevin but if you cannot feel free or feel rich with this much money, you never will.
You can just buy dividend paying ETF and live comfortably, traveling the world without lifting a finger again.
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$OPEN June $5 calls only $1…. I’m buying 20-25 calls tomorrow
If fed meeting Wednesday is anywhere near positive outlook it runs all the way into earnings
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@ericjackson yea. I've got 2 theories:
1. his account shows as "banned" when I trace from my DMs with him last year
2. others are saying he sold his account and is operating under some gamer tag
In any case, hate to lose a believer.
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@Opendoor_God If the team continues to execute on the vision with the same urgency, we’ll see it before 2030.
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Can $OPEN be a $1T company by 2030?
Morgan Brown@morganb
what's happening w/AI right now and the model advances is truly extraordinary. Pretty sure I did ~1 year's worth of work c. 2017 just yesterday.
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