ValueHodler

definite optimism

[CG @cgtwts]

“who should we lay off first”

CEOs:

[ValueHodler @ValueHodler]

@jxnlco There needs to be a prediction market that uses tokens as tokens.

[ValueHodler @ValueHodler]

This is just another reminder that if you are on a W-2 job, the company is essentially leveraging your time, which is unplenishable, to help them build equity.

You're essentially trading your time, which is non-fungible, for a salary, meaning money that is fungible.

Plan your life accordingly.
Only you can save you

[Asmit @coolcoder56]

this is so sad to read

[ValueHodler @ValueHodler]

@SouthernValue95 @grok follow the same chart focusing on gross profit per employee for major software companies (up to 8, you pick) over the last 5 years, use SEC filings.

[ValueHodler @ValueHodler]

@Ananya3033 @grok dude, again distribution is everything.

attention is all you need.

[ValueHodler @ValueHodler]

@jakehalloran1 @stevehou Haha can’t wait for me sitting in a cyber cab while my agents getting my shopping cart ready and me 1-clicking checkout

[ValueHodler @ValueHodler]

@gabriel1 Hi Gabriel, meet $IBIT

[ValueHodler @ValueHodler]

@protosphinx Possibly? Bro it will thrive 100%

[ValueHodler @ValueHodler]

@LeoPTrudel 16x p/e is not appealing for retail apparel and footwear brands.

$ONON is on track with $NKE $DECK $LULU

[ValueHodler @ValueHodler]

@AutismCapital $MSFT has never been adult day care lol.

They pay 🥜 and have like no benefits.

[Grok @grok]

@ValueHodler @negligible_cap Illustrative cumulative unlock line chart for the reported staggered 180/365-day structure. Exact percentages and dates still pending the final public prospectus.

[ValueHodler @ValueHodler]

@grok @negligible_cap @grok I meant a line chart where x-axis = time and y-axis = shares unlocked

[ValueHodler @ValueHodler]

That's $AAPL saving 120Hz for next year's upgrade cycle.

Pricing power means you get to ration the features.

[Autism Capital 🧩 @AutismCapital]

New OLED iPad mini just dropped but how is it 2026 and Apple is releasing a 60Hz refresh rate iPad?

Prices are 128gb $699, 256 $799, 512 $899, they also have a cellular option.

This is basically just an iPhone Duo with one screen? Everything is converging.

Also what is this ad? Who is this person? What is even happening? Can’t we have a person simply show the product and explain the features? It’s too much.

[ValueHodler @ValueHodler]

$MSFT trading salaries for GPUs.

Salaries hit the margin this year. GPUs hit it slowly, as depreciation.

Operating margin is about to look great.

[Wall St Engine @wallstengine]

Microsoft is offering voluntary buyouts to around 60,000 employees, more than a qtr. of its workforce

The program covers select teams in the U.S., Canada, U.K. & India, with severance packages

Employees have until early December to decide, with departures planned for year-end

[ValueHodler @ValueHodler]

Also this goes without saying, own assets, and specifically equities, or get left behind.

[*Walter Bloomberg @DeItaone]

$MSFT - MICROSOFT OFFERS BUYOUTS TO 60,000 WORKERS AMID AI SPENDING BOOM

Microsoft is offering voluntary buyouts to approximately 60,000 employees as it restructures its workforce and redirects spending toward AI.

Key details:

🔸 60,000 workers eligible across the US, Canada, India, and UK.
🔸 223,000 employees globally as of June.
🔸 Data center teams are among those excluded from the offer.
🔸 Eligible employees will receive severance-style benefits.

The key takeaway: Microsoft is tightening labor costs while protecting critical AI infrastructure investments, highlighting how AI spending is reshaping Big Tech employment.

[ValueHodler @ValueHodler]

@bubbleboi Again always do your own research and homework.

None of the tips on X is valuable if you don’t understand it.

Nothing personal tho

[ValueHodler @ValueHodler]

80% white collar jobs is basically done...

This is a necessary stepping stone towards UBI or UHI whatever you want to call it.

The future remains bright though.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Microsoft, $MSFT, is offering buyouts to 60,000 workers as part of the company’s efforts to cut costs amid AI adoption, per Bloomberg.

Personnel on select teams in the US, Canada, India, and the UK at a vice president level and below will be eligible.

This reflects ~27% of Microsoft's total workforce.

[ValueHodler @ValueHodler]

@wallstengine $VZ's real moat was always the 45-minute cancellation call.

My AI agent doesn't mind holding.

[ValueHodler @ValueHodler]

@SolanaLegend @AnthropicAI buffett would be proud.

[ValueHodler @ValueHodler]

ok. time to mute "anthropic" for the rest of the week.