Lou

She don’t speak no English money talk Type Shit

[Modern Day Investing @ModernDayInves]

I have never made more money in one day, in my entire life.

[Finance Rob @FinXRob]

You know someone’s about to put their life savings into this sandwich IPO

[Lou @Lou_Sashol]

@Micro2Macr0 Feels like this should be something that the SEC investigates but I doubt they will

[amit @amitisinvesting]

oh my goodness

CNBC reporting Situational Awareness sold their ENTIRE PUBLIC book

including 50% of their Anthropic

bro...this guy was the poster child of the ai infra trade

he was 4 times levered...this is absolutely crazy

did he sell the bottom? did we need this to happen to put in a low?

or did he lose faith in the entire AI trade and sell it all?

[Shay Boloor @StockSavvyShay]

THE NEXT FOUR YEARS COULD BE MASSIVE FOR $META

Right now the market mostly views them as a business that monetizes attention while I think agentic AI will open entirely new revenue streams through subscriptions, usage-based pricing and outcome-based models where businesses pay only when Meta produces a measurable result.

The early signs of that second engine are already emerging with Family of Apps other revenue surpassing $1B for the first time and growing 73% YoY driven mainly by WhatsApp paid messaging and subscriptions.

Advertising gave Meta an auction around human attention while business agents could eventually create an auction around intelligence and completed outcomes which is why it remains my largest position in the family portfolio.

[Jesse Morse, M.D. @DrJesseMorse]

🚨 Updated thoughts on Malik Nabers’ 2026 potential after we see him run routes for the 1st time since tearing his ACL

[Jesse Morse, M.D. @DrJesseMorse]

Malik Nabers’ new route-running video significantly changes things.

He looks MUCH BETTER than the last time we saw him.

My concerns are significantly less than they were 2 weeks ago before we saw him on the field.

Updated thoughts coming soon.

[Lou @Lou_Sashol]

@TJTheWheelDeal $SOFI put up great results, but until the chances of rate hikes come down and we get back into a rate cutting cycle the stock is probably gonna underperform. It is what it is. I’m willing to hold until the rate hike fears go away

[Joe Orrico @JoeOrrico]

BEST Late-Pick Fantasy Football Draft Strategy...

R1 - Justin Jefferson (1.11)
R2 - Saquon Barkley
R3 - Javonte Williams
R4 - Ladd McConkey
R5 - Jayden Daniels
R6 - Tucker Kraft
R7 - Jordyn Tyson
R8 - Rico Dowdle
R9 - Josh Downs
R10 - Rachaad White

League-Winning Build.

[Cam @42Cyc]

Kyler Murray on playing with Justin Jefferson:

"He's truly one of a kind, one of the best players I've ever seen. It's nice to have a receiver wearing 18 who can actually catch the ball."

Did Kyler Murray just fire a shot at Marvin Harrison Jr? 👀

[Pat McAfee @PatMcAfeeShow]

I heard you don't ZYN anymore...

"I don't know where you heard that" 😂😂😂

@CoachDanLanning #PMSLive

[Satya Nadella @satyanadella]

Just wrapped our earnings call.

It was a very strong close to what was a record fiscal year for Microsoft.

· Annual revenue: $331B, +18%
· MS Cloud: $214B, + 27%
· And Azure: $100B, +41%

And even bigger opportunity ahead!

I wanted to share some more perspective on two areas of focus for us:

[Stock Talk @stocktalkweekly]

*MICROSOFT EARNINGS CALL SUMMARY $MSFT

-90% OF CLOUD REVENUE FROM NON-FRONTIER MODEL CUSTOMERS

- SEES FY2027 TOTAL REVENUE UP DOUBLE DIGITS

- CY2026 CAPEX ~ $175B, WILL GROW CY2027

- COPILOT REVENUE +60% Q/Q - ENTERPRISE DEPLOYMENT +75% Q/Q

- Q4 BACKLOG +25% (W/O OPENAI)

[Kris Patel 🇺🇸 @KrisPatel99]

Semi bulls need to wake up to the uncertainty discount that is now being priced into the sector...

Both $META and $MSFT basically confirmed the same thing in their own way.

In this environment, not raising is the same as cutting capex.

This is why chip makers are down overnight even after the relentless sell off over the last month.

The markets hate uncertainty...

[SleeperNFL @SleeperNFL]

Bucky Irving says he has no restraints with his shoulder and is “good to go”.

He’s back 🔥

[Joe Orrico @JoeOrrico]

5 Fantasy Football Players I'm Trying to Draft...

Every. Single. Time.

Here: https://t.co/OGkaaQtCuy

[Chris O'Brien @17gamepace]

RBs with the EASIEST schedule this year:

1. Jadarian Price (SEA)
2. Kyren Williams (LAR)
3. Saquon Barkley (PHI)
4. Bill Crosky/Rachaad White (WAS)
5. Javonte Williams (DAL)
6. Christian McCaffrey (SF)
7. Aaron Jones (SF)
8. Cam Skattebo (NYG)

[Chuck Bass @ChuckFBass]

Jet fuel can't melt iron beams

[Micro2Macr0 @Micro2Macr0]

@Obiwan_K_Nosey @Futurenvesting Agreed. He set the stage nicely. When those things don't happen + still increasing guidance, should lead to a great technical bottom to create a more sustainable uptrend. Because it's ready. $SOFI

[Tevis @FunOfInvesting]

Me watching the market sell off $SOFI stock (yet again) on another great, triple-beat quarter