John Anthony

[John Anthony @702JohnAnthony]

Today’s session was just an example of what will become the norm in the quantum computing space - we have seen this pattern before - initial enthusiasm, brutal beatdown, and then huge upside $ionq $arqq

[John Anthony @702JohnAnthony]

$pypl is going through a recharacterization - no longer a go-go growth name but rather a capital allocation play - at 14.5x next year that prospect seems attractive - lots of opportunities when you have 435m users (and the data that comes with them) - expect M&A (but not $pins)

[John Anthony @702JohnAnthony]

$pypl Schulman’s announced retirement = addition by subtraction … lot of investors wouldn’t touch the stock since the $pins debacle which is on him … lot of value to be unlocked - company has yet to leverage its access to highly valuable data

[John Anthony @702JohnAnthony]

Potential upside surprise in $pypl report after the market close … expectations reduced as Street concerned about loss of mkt share in online checkout but CEO had been publicly saying is not the case … and report is all about mgmt’s ‘23 outlook … another $meta-ish rxn?

[John Anthony @702JohnAnthony]

With all the focus on AI, perhaps the most interesting play is quantum computing, which will power AI … like the action on $qubt and $rqti #chatgpt #ai #QuantumComputing

[John Anthony @702JohnAnthony]

Bullish on wheat and silver here … $weat $slv … notion that geopolitical situation has stabilized is myopic

[John Anthony @702JohnAnthony]

Two million migrant border crossings into the U.S. in 2022 … how can that not help $imxi? Even before the surge the company was putting up big numbers and gaining share … it looks cheap here.

[John Anthony @702JohnAnthony]

$aprn looking interesting here … 40% short interest and broke through resistance … can see this one getting scooped up by $amzn or one of a few others …