Coach Kaushik

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[Coach Kaushik @WisemanCaps]

👋 @alexandr_wang let’s get this Dario guy!

[Claude @claudeai]

Opus 5.5 is a major step up from Opus 5, leading on agentic coding, computer use, and knowledge work.

[Coach Kaushik @WisemanCaps]

Everyone wants to board the @muse bullet train!

[PayPal @PayPal]

We're excited to partner with @Meta to enable PayPal customers to seamlessly shop and check out using their @Muse personal AI agents across PayPal merchants worldwide.

[Coach Kaushik @WisemanCaps]

$META Jefferies Raises PT to $875 from $710, Buy

Muse is a "killer product" that "flips the narrative" — investors had completely dismissed the idea that Meta could release a personalized consumer AI agent, favoring Google instead

Consumer adoption has been "unprecedented," wel

[Coach Kaushik @WisemanCaps]

$MSFT PT Raised to $570 at Oppenheimer

We reiterate our Outperform on Microsoft and raise our PT to $570 from $515 after a recent headquarters meeting. We left the meeting comfortable that our acceleration with capital discipline thesis for MSFT remains intact. In our view, into

[Coach Kaushik @WisemanCaps]

$APP Citi Reiterates Buy PT $600

13,105 global eCommerce clients as of Sept 18, up 5.1 percent week over week, fastest growth in five months

International stores grew 11.5 percent week over week, outpacing US growth

Quarter to date weekly store growth averaged 2.0 percent,

[Coach Kaushik @WisemanCaps]

Surprise! Meta bear is turning bullish, previous one was Google!

[Coach Kaushik @WisemanCaps]

More partnerships coming guys!

[Mark Zuckerberg @finkd]

Teaming up with Shopify to make shopping and checkout easier in Muse. Shoppers find more. Shops sell more. More partnerships like this coming soon.

[Coach Kaushik @WisemanCaps]

One of many who are going to partner with @muse Meta has the reach!

[tobi lutke @tobi]

We are excited to announce we are partnering deeply with Muse to enable agentic checkout with Shop Pay on all Shopify stores, offering people an easy and delightful way to shop and check out with Muse.

[Coach Kaushik @WisemanCaps]

$META $2 trillion MC on the cards

[Coach Kaushik @WisemanCaps]

$AMZN worried about ad 💰 @Muse

So my top two holdings going to fight it out 😀

[Coach Kaushik @WisemanCaps]

$META Congrats who bought during peak fear, your $700 is here and we are just getting started!

[Coach Kaushik @WisemanCaps]

$MSFT Cantor Fitzgerald Raises PT to $608 from $522, Overweight

Growth accelerating with fundamentals strengthening and the capex guide unchanged

C26 capex includes about 25 billion tied to component shortages

PT based on 10.5x C27 revenue, in line with the 3 year median, at

[Research & Invest @R_and_Invest]

@Muse told me $META PT lifted to $796 by Wells Fargo. Context is key here..

Muse US app downloads & DAUs accelerating last few days and tracking above other AI apps in first 12 days since launch, based on SensorTower. Muse US downloads set new record on 9/19 (264k), 3rd straight day >200k, while DAUs accel'd to a new peak of 448k on 9/18 (10-days post launch). For context, ChatGPT didn't reach >200k US downloads until 1-yr post launch and 450k US DAUs until day 49. In last 30-days, Muse has the highest avg rating (4.66 stars) w/ 87% 5-star review share vs peer apps.

Congrats @alexandr_wang @finkd

[Coach Kaushik @WisemanCaps]

$CRDO Mizuho PT to $245 from $290, Outperform

2027 demand drivers intact: Amazon Trn3 ramping, SpaceX 7-10GW in 2027 vs 2GW in 2026, Microsoft/Meta/Oracle progressing

Nvidia VR is ~10% of October-quarter units but ~20% of revenue, with the 1.6T ramp still early and 2027 upside

[Coach Kaushik @WisemanCaps]

Nothing!

[Nassah🐚 @Nassah__313]

What’s stopping @moonpay from joining @TheArena ????

[Coach Kaushik @WisemanCaps]

I don’t get involved in these launches but I’ve just been pitched the best memecoin idea I’ve ever heard.

It’s paired with a tokenized stock and with the creator fees they’re planning hilarious IRL activations that tie into the overall theme. The meme is incredible in its own

[Coach Kaushik @WisemanCaps]

Now that the dexscreener issues have been fixed, it’s great to see Arena Launchpad tokens in the top 5 of all @RobinhoodCrypto tokens on Dexscreener without any boosts.

Next week a lot should happen that will integrate us more into the broader RH ecosystem as we take our place

[Coach Kaushik @WisemanCaps]

Now that all of the “buy the rumor, sell the news” guys are out, who wanted a quick flip on our Robinhood expansion, we can start our proper next leg up.

$ARENA accrues value from all activity that happens on this app and everything that has been built the past 3 years.

[Coach Kaushik @WisemanCaps]

There is no escape. Send it turbo ballistic ⚔️

[Glenn 🔺 @crypto_glennl]

Remember @jonycsarker? The timeline was making fun of him buying the @TheArena dips.

Mr. Turbo Ballistic is now bathing in luxury and wealth.

Lessons there.

[K A L E O @CryptoKaleo]

The last time the Arena had a meme szn, we saw multiple coins from the Avalanche trenches run to hundreds of millions of dollars.

Don't be surprised if the boyz run it back with a runner of their own from the new Robinhood launchpad.