Random Muppet

@coolerkingcap Y and the fckers played it well pulling borrows.. oh well, will get the revenge next week

@MuppetTrading This thing has as much liquidity as the Sahara.

$CAR $HTZ should give up their recent strength as well, just like $YOU now that TSA got funding.. TSA issues been driving airport car rentals, now that tailwind should be gone.

ok now it makes sense, good ole friday night s-3asr for offering w/ underwriters pulling borrow ahead of it

Apparently m-sci noted an uptick in car rentals in the last week but are their clients really so dumb that don't understand the reason behind it and that it won't repeat anymore after TSA gets back to normal?

@alifarhat79 Bruno!! Dont forget about Bruno!! reddit.com/r/nba/comments…

Lmaoooooo I’m crying

@christi10006880 @ZaStocks Yes it will

@ZaStocks will Claude computer use eliminates the need for using $DOCN droplets for sandboxing, which has been the driver for the stock.?

Agentic and personalized AI is going to be a major theme. It feels like consumers’ first real AI agent experience will hit the same way ChatGPT did. $NET $FSLY $DOCN $AKAM + CPU + stablecoins. If you ask most people in real life what AI agents or OpenClaw are, chances are you’re getting a blank stare and further questioning. It’s still early outside of the X/tech bubble. The “ChatGPT moment” for agentic AI probably creates some massive opportunity.

It is amusing that while all the other software names are down, $DOCN isn't getting smashed. Claude computer use eliminates the need for using $DOCN droplets for sandboxing, which has been the driver for the stock.

Do $DELL chasers realize that they also were accused in wrongdoings in Singapore just like $SMCI? Just a few weeks ago.. bloomberg.com/news/articles/…

@RyeNotBerben I just got here! Been looking for software name that would actually be a beneficiary down the road.

@MuppetTrading Just sell it man

I think just a matter of time when $GOOGL steps in and buys $GTLB - perfect fit with Google cloud and Gemini and Google cannot allow Claude to dominate in programming.

The irony of "openai doing their own Git" is that it shows the strategic importance of code version controls.. especially now that the amount of code keeps increasing. $GTLB 's strategic value has never been higher.

@firstadopter TMUS yesterday talked about the era of free phones being over

Things are getting serious. Even Apple is down 5% for no reason.

Here's the link to the Experian press release from earlier. experianplc.com/newsroom/press…

Jefferies Europe team had a good note on this yesterday.. time for US investors to give it a thought as well

While insurance brokers have been the ones to be killed this week, I think underwrites should be the ones to look after next. No, AI is not going to start underwriting - but all the new tools make price comparison so much easier, their pricing power evaporate as they just compete it away.. names like $PGR $ALL $TRV for example. Prime to be subjects of pricing wars.

@markflowchatter Probably handling WDC stake sale?

JP Morgan comes out and moves SANDISK $SNDK to NOT RATED, removes Price tgt and estimates. Usually something a tier 1 bank does before a banking deal Seems too obvious.....

@firstadopter The flip side of this NAND squeeze is that it will make YMTC legit player..

HP management told BofA they are qualifying additional memory suppliers from China What I wrote yesterday: "Unlike the proprietary AI chips made by Nvidia, memory chips are commodities, meaning they can be easily replaced. There is a higher degree of disruption risk. It may be a year from now or later, but there is real potential for Chinese companies to expand aggressively into the memory chip and flash memory space."