Stock Scout

Scouting high-growth names & market momentum. Real Estate Tech | Digital Infrastructure | EV .Big on $OPEN, $CIFR, and $RIVN.

[Stock Scout @StockScoutt]

@nejatian Voted on my shares.

Click “For” and let your vote do the job.

[Stock Scout @StockScoutt]

One thing I may be missing: is a virtual tour planned, or is it already available somewhere?

From a user experience standpoint, many buyers may not want to schedule an in-person visit right away. A virtual tour helps users quickly evaluate whether a property is worth visiting, especially for out-of-state buyers or people browsing multiple listings. It can reduce friction, save time. @fahdananta @dbart01

[Stock Scout @StockScoutt]

Looks great @fahdananta. A small UX enhancement: consider turning the carousel indicators into a draggable scrubber. Users could slide their finger across the indicators to move through photos quickly or jump straight to the last image. It would make navigation much more efficient, especially for listings with many photos. @dbart01

[Stock Scout @StockScoutt]

@fahdananta @morganb Just figured it out, thank you.

[Stock Scout @StockScoutt]

@MarioNawfal Are you kidding me AI Mario? Get back to your tweets from the early days of the war and your every second tweet was that Iran should surrender and that Trump is going to screw them, guess what who is paying the price?

AI Mario is now like, oh yeh I had predicted this. STFU

[Hedgie @HedgieMarkets]

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.

My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.

This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.

Hedgie🤗

[Stock Scout @StockScoutt]

@CarsonTalkMoney The news was that uncle Trump does not trade stocks.

[Stock Scout @StockScoutt]

$OPEN is a conviction!
BUY NOW OR CRY LATER

[Opendoor @Opendoor]

Today, we're making Opendoor available to all homeowners, including the ones who want to work with an agent. Starting May 19, two cash products. Every listing presentation. Right inside @realscout.

Better for sellers. Better for agents.

[Stock Scout @StockScoutt]

@ShaykhSulaiman As soon as he figured out it is written in Chinese, he was like: Nah fuck it - The President of United States Donal J Trump.

[Stock Scout @StockScoutt]

@Pikithome @nejatian Get a life fatman, I hope ur $6 calls get wasted, I just genuinely hope.

[Stock Scout @StockScoutt]

@StockSavvyShay @EarningsHubHQ Where is $OPEN on the 7th?

[Stock Scout @StockScoutt]

Rebranded to AI, wanna catch the boat? $MYSE 😅

[Stock Scout @StockScoutt]

@techbudsolution I am holding it since $1.5 and I have zero loss, but I feel for you. I would never post about something I dnt belive in its fundamentals unless I am so obsessed with it. So get a life man.

[Eric Jackson @ericjackson]

Opendoor's new CEO was going to buy the entire company. Instead, he's rebuilding it in public.

I built my position at $0.73. Published my $82 target at $0.87. The stock hit $10.87.

Now it's back at $4.31. Here's why I still believe in $82 (...and $200 and $500).

[Shay Boloor @StockSavvyShay]

Truly sickening to see how many people on this platform were disappointed by last night’s outcome.

I get that some people were offsides on today’s relief rally but the alternative was a conflict that could have cost millions of lives and changed the world forever.

[Stock Scout @StockScoutt]

@Pikithome @nejatian Fine, but then why are you so obsessed with $OPEN? Let it go, make a life, do something useful.

[Stock Scout @StockScoutt]

@LauraLoomer Imagine if Trump told Natanyahu: screw you and your great Israel project, I am not going to war with Iran.

Imagine, Israel is funding people like this birdbrain to promote their agenda and advise WH what to do and what not to do.