Zalmy touger

learning finance and economics and tech.
working together with founders and vc's and bring people to the room you were meant to be in

[Zalmy touger @ZalmanTv06]

https://t.co/EnXUvgeRys

[Zalmy touger @ZalmanTv06]

APPLE $AAPL ANNOUNCES IPHONE DUO, THE COMPANY’S FIRST FOLDABLE PHONE

largest ever iPhone display and starts at $2000

[Wall St Engine @wallstengine]

$META ACQUIRES SWEDISH AI STARTUP STILLA

Meta is buying Stilla AI to accelerate Meta Business Agent, its AI system for helping merchants handle customer conversations and transactions across WhatsApp, Messenger and Instagram.

Stilla built an agent that can retain company context and take actions across workplace software, with integrations spanning thousands of tools.

The acquisition plugs that technology into a business product Meta says is already used by more than 1M businesses, with over 1B active business conversations taking place across its messaging apps each day.

Stilla was founded in Stockholm in 2024 and raised $5M in pre-seed funding earlier this year. Meta also plans to expand its presence in Sweden following the deal.

[Zalmy touger @ZalmanTv06]

@mark_k 👋

[Zalmy touger @ZalmanTv06]

This looks 🔥🔥🔥🔥🔥

[spawn @spawn]

introducing spawn

[Zalmy touger @ZalmanTv06]

@gabriel1 if it was love action it would be talked about in the same world's of game of thrones and breaking bad

[Zalmy touger @ZalmanTv06]

@mark_k 👌🤙

[Zalmy touger @ZalmanTv06]

@beffjezos the real ones neva left

[Zalmy touger @ZalmanTv06]

@gabriel1 Dare I say that Aot is better then AGI ?
You will not find anything better

[Zalmy touger @ZalmanTv06]

@mark_k Hell ya

[Zalmy touger @ZalmanTv06]

Vibe manufacturing v.01 just dropped
(Astra) Let's get to it

[Zalmy touger @ZalmanTv06]

Wow

[Extropic @extropic]

Introducing Z1T:

Our first family of transformer-like models
made for sparse probabilistic hardware like Z1

Achieving up to 140x energy efficiency gains over GPUs
and revealing a new scaling law for sparse transformers

Read the blog:
https://t.co/zYLkLjrJLL

[Zalmy touger @ZalmanTv06]

AUGUST U.S. JOBS
NONFARM PAYROLLS +162K, (Est. +55K)
UNEMPLOYMENT RATE 4.1%, (Est. 4.1%)

AVG. HOURLY EARNINGS MoM 0.3%, (Est. 0.3%)
AVG. HOURLY EARNINGS YoY 3.1%, (Est. 3.1%)

PARTICIPATION RATE 61.6%, (Est. 61.5%)
PRIVATE PAYROLLS +127K, (Est. +50K)

AVG. WORKWEEK 34.4 HOURS, (Est. 34.3)

JULY PAYROLLS REVISED UP TO +21K FROM -23K

#Economy #StockMarket

[Zalmy touger @ZalmanTv06]

@omnius_eacc I don't know of it possible to ask a less obvious question,

Accelerate!

[Zalmy touger @ZalmanTv06]

So llms are arent actually intelligent and this is massive bubble (atleast this is the vibe I get from your account)

and all that but it's also extremely dangerous and "we don't know how it works"

I'm actually genuinely curious what the actual take is I don't understand

[Gary Marcus @GaryMarcus]

Nonobvious reason why the world is in deep, deep trouble.

We are clearly at the point where we need to "science the shit out of" alignment.

And we don't know the first thing about how a new model like Astra works, nor, for example, how much of its putative improvements in alignment are due to bechmarkmaxxing, or improvements in test taking, as opposed bona fide, robust advances. Nor *why* it has improved, nor whether we can expect the same of the next model.

We badly need independent testing and analysis, and more knowledge of what's under the hood.

And we probably won't get it.

Incredibly dangerous.

[Zalmy touger @ZalmanTv06]

Yes

[Beff (e/acc) @beffjezos]

We are several years into a Cold War, whether you realize it or not.

Decels, destroyers of civilizations, have been weaponized by enemies of the West.

We must fight them tooth and nail.

Our freedom is worth fighting for.

This is a psychological war.

Do your part anon.

[Zalmy touger @ZalmanTv06]

To quote @beffjezos
Get fucked and get lost!

Progress is inevitable, and this will lead to just better more abundant society's.

trying to stop this will at best leave us a few months behind and at worst leave us on the same place we are now while our adversary grow in strength power

And most importantly abundance.

Contrary to what u commies believe the pie growing is actually has a more positive impact on the lower end of the spectrum then the opposite

[Congressman Greg Casar @RepCasar]

Artificial superintelligence would risk the security, freedom, and lives of Americans.

Bernie Sanders and I are introducing a bill to ban it.

[Zalmy touger @ZalmanTv06]

@beffjezos 😝💯🎉
Comrade Bernie wishing u the worst of luck in stopping in the one thing has never and should never be stopped
-- progress

[Zalmy touger @ZalmanTv06]

Ooof

[Wall St Engine @wallstengine]

$LULU -14% 🩸 after a major guidance cut.

Q2 revenue came in slightly below estimates at $2.4B, with comps down 9%.

The real damage was the outlook: FY26 revenue/EPS guidance missed badly, while Q3 EPS guidance of $0.93-$0.98 came in vs. $2.40 expected.

[Sam Badawi @Sam_Badawi]

UiPath - Q2 2027 Earnings
$PATH 20.37 [+8.5% AH]

✅ Revenue: $410.3M (Est: $397.8M) [+13% YoY]
✅ Adj. EPS: $0.15 (Est: $0.13)

Additional Metrics:
ARR: $1.94B [+12% YoY]
Net New ARR: $37M
Dollar-Based Net Retention: 109%
Adj. Gross Margin: 82%
Adj. Operating Income: $89M
Adj. Operating Margin: 22%
Adj. Free Cash Flow: $31M
Cash & Investments: $1.41B

Q3 FY2027 Guidance:
Revenue: $442.5M
ARR: $1.995B
Adj. Operating Income: ~$100M

FY2027 Guidance:
Revenue: $1.792B
ARR: $2.068B
Adj. Operating Income: ~$445M

[Wall St Engine @wallstengine]

LULULEMON $LULU Q2’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $2.4B (Est. $2.46B) 🔴; -4% YoY
🔹 EPS: $2.92; includes $0.86 tariff-refund benefit
🔹 Comparable Sales: -9%
🔹 Gross Margin: 60.5%; +200 bps YoY

FY26 Guide:
🔹 Revenue: $10.35B-$10.5B (Est. $11.04B) 🔴
🔹 EPS: $9.48-$9.73 (Est. $10.88) 🔴
🔹 Tax Rate: ~30%

Q3 Guide:
🔹 Revenue: $2.29B-$2.32B (Est. $2.53B) 🔴
🔹 EPS: $0.93-$0.98 (Est. $2.40) 🔴
🔹 Tax Rate: ~30%

Other Q2 Metrics:
🔹 Income from Operations: $453.7M (Est. $286M) 🟢; -13% YoY
🔹 Operating Margin: 18.8%; -190 bps YoY
🔹 Tariff Refunds: $134.5M; increased gross margin by 560 bps
🔹 Inventories: $1.7B; -1% YoY
🔹 Cash: $1.4B

Comments:
🔸 “we are taking a prudent approach with our revised full-year outlook.”

🔸 “We look forward to welcoming our incoming CEO, Heidi O'Neill, next week”