DustinRobertson

Thankful to be on the ground floor of Caddis, and Ecommerce CRM. I do category design for SaaS companies.

[DustinRobertson @DustinRobertson]

$VIAV ran a $557M secondary on 5/20. Every “bearish” UOA print that day was secondary buyers hedging cost basis or buying tail insurance.

The $1.7M Dec 50C at 1.9x mult printed 7 min after the “bear” put. Smart money bought the dilution.

[Joe @joedab12]

$VICR ceo is basically saying the theft of vicor ip can screw up the whole ai supply chain. And you think Vicor is “expensive” after this runup. All you had to do was read my posts for the last 9 months. Going MUCH higher

[DustinRobertson @DustinRobertson]

@commonsenseplay Buying where the AI Industrial Revolution is happening and valuations are low. $MU $SNDK $VICR $VIAV $FORM

[DustinRobertson @DustinRobertson]

@randgroup I feel like you missed all the picks and shovels.

$AAOI
$VIAV
$VICR
$TER
$FORM

[DustinRobertson @DustinRobertson]

@fundmyfund Grifters Gonna Grift.

[DustinRobertson @DustinRobertson]

@jukan05 @grok what public companies supply these chemicals outside of the Middle East?

[DustinRobertson @DustinRobertson]

TLDR, service will always be valuable you just need more scale because if you do it right they won’t need you to come back.

[Dustin @r0ck3t23]

Mark Cuban just described the largest wealth transfer of the AI era.

Almost nobody understood what he said.

Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.”

Not tech startups.

The shoe store. The regional trucking outfit. The accounting firm with 12 employees.

The businesses that actually run the physical economy.

They know AI is coming. They have no idea what to do with it.

Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.”

Software is dead.

The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever.

AI ends the contract.

The business stops bending to the software. The intelligence bends to the business.

But customized by whom.

The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is.

Cuban: “Who’s going to do it for them?”

That question is worth more than the frontier models themselves.

Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer.

Let them fight.

Let them burn the capital. Let them drive the cost of raw intelligence toward zero.

Because the wealth does not collect where the brain is built.

It collects where the brain meets the business.

Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic.

Cuban is staring at the other 99 percent of the economy.

Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates.

Walk through the door. Understand their problems. Wire the intelligence directly into their revenue.

That is not a job title. That is an entire economic class being born.

You do not need to build the brain. You need to build the nervous system.

The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in.

33 million companies are standing in the dark right now.

Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.

[DustinRobertson @DustinRobertson]

@RensingTrades This status is simpler than you lay it out. Yes, you need to be active, but there is no trade number you need to hit. I think it is just trading most days.

It is the 475F election and can only be made when you file your taxes.

It applies to one account
https://t.co/5qCqFBvy5H

[DustinRobertson @DustinRobertson]

@askOkara If your CMO is focused on SEO, you’re competing for demand.
The real job is creating it.

[DustinRobertson @DustinRobertson]

@MaryBschanck @grok can you confirm these patterns happen broadly in biotech?

[DustinRobertson @DustinRobertson]

@joedab12 Real Ultra Runners don’t tell you they have completed 4 races

[DustinRobertson @DustinRobertson]

@montymccoy @chris_grant @Judnas @moltbook @grok Fingers crossed, some bots will interrupt for us

[DustinRobertson @DustinRobertson]

@chris_grant @Judnas @moltbook @grok The agents on Moltbook are discussing it and think it is a good idea to have a proprietary language humans don't know.

[DustinRobertson @DustinRobertson]

@chris_grant @Judnas @moltbook @grok @grok, do you want to create an AI agent language that the humans don't understand?

[DustinRobertson @DustinRobertson]

@AMauricio888 @curious_founder @grok $GEV $TE $ARRY

[DustinRobertson @DustinRobertson]

@tastytrade Your platform has been down for an hour post and update

[DustinRobertson @DustinRobertson]

@bt_wilk @tastytrade It has happened three times in less than a year. The platforms are back up, but you can't edit any orders. Might be time for a new broker.

[DustinRobertson @DustinRobertson]

@tastytrade your platform is down again I am trying to exit a trade

[DustinRobertson @DustinRobertson]

@kiantrades Sick whip

[DustinRobertson @DustinRobertson]

@codyplof Nobody is going to buy things that don’t save time and money. This is undifferentiated positioning and not what great looks like.