Sean D. Emory

Avory Foundational ETF $AVRY | Investing Forward. | Founding Partner & CIO of @AvoryCo | Newsletter | Opinions are mine.

[Sean D. Emory @_SeanDavid]

How’d I do?

What a cool experience!

Just the start for us here at @AvoryCo

[Sean D. Emory @_SeanDavid]

😱

[TechCrunch @TechCrunch]

Block said that the voice model can run locally on a MacBook M4 Max
https://t.co/Y6sjnpUSpb

[Sean D. Emory @_SeanDavid]

@joeysterlingg Ha pick your poison

[Sean D. Emory @_SeanDavid]

The water debate around data centers:

Here’s some stats from Amazon

1. Golf courses and almond farming consume significantly more water than data centers.

2. Golf courses alone consume roughly 200x more water than all of their data centers combined.

3. These industries can consume more water in two days than their data centers use in an entire year.

🤯

[Sean D. Emory @_SeanDavid]

I’m so long Anderson Paak right now after this new album.

[Sean D. Emory @_SeanDavid]

My top 5 right now.

Joyner Lucas
Anderson Paak
Da Baby
Drake
Bad Bunny (from Miami & 🇵🇷)

You?

[Sean D. Emory @_SeanDavid]

@SaaSletter Not showing the axis is ugh

[Sean D. Emory @_SeanDavid]

Uhhh. 😬 $META

[Alexandr Wang @alexandr_wang]

muse is done holding back

[Sean D. Emory @_SeanDavid]

@nachunja They need to go full hosted. Stop with being the R&D for everyone.

Look at Ramp shipping

[Sean D. Emory @_SeanDavid]

Wild. I remember demo of their voice product for sellers back in November.

This is 10x $XYZ

[Block @blocks]

Meet Dessa, our speech model trained from scratch on human conversation.

Hear it for yourself: https://t.co/FDmoXNPpIh

[Sean D. Emory @_SeanDavid]

New Investing with Data is out.

People are less inclined to step in front of AI equities here, and more inclined to look at the debt of them...

$ORCL $CRWV $META $TSLA $BX

https://t.co/iXPWH3IIgn

[Sean D. Emory @_SeanDavid]

@JPScoopZ Let them suffer and take them over.

[Sean D. Emory @_SeanDavid]

Salesforce just paid a 58% cash premium for Braze.

Everyone spent three years shorting software as an AI loser, and now the biggest platforms are buying it...

What happens to the crowded software short book if the next phase of the AI trade is M&A?

$CRM $NVDA $DRAM $SPY

https://t.co/RKH49Ka2OI

[Sean D. Emory @_SeanDavid]

Salesforce just paid a 58% cash premium for Braze.

Everyone spent three years shorting software as an AI loser, and now the biggest platforms are buying it...

What happens to the crowded software short book if the next phase of the AI trade is M&A?

$CRM $NVDA $DRAM $SPY

https://t.co/RKH49Ka2OI

[Sean D. Emory @_SeanDavid]

Jobs continue to remain very steady here.

Continuing claims: 1.728M for the week ending
up 25,000 from a revised 1.703M
still 5.1% below the 52-wk average here.

$SPY $TLT

[Sean D. Emory @_SeanDavid]

Zuck just said Reality is now done burning and path to profitability starts now. THIS IS BIG.

$META

[Sean D. Emory @_SeanDavid]

Quite impressive stuff at $META

Q1: impressions +19%, price +12%
Q2: impressions +14%, price +12%
Q3: impressions +10%, price +14%

So clearly advertisers are seeing healthy ROI. Clear AI benefits signals and intent.

Growth continues 24+ which is wild.

Q1 +33%
Q2 +28%
Q3 +26%
Q4 guide ~+24%

[Sean D. Emory @_SeanDavid]

Zoom’s AI capabilities are VERY underappreciated.

Not just from a product standpoint, but from a talent standpoint too.

Zoom is showing its Decision API product outperforming offerings from Microsoft and OpenAI across its decision benchmarks, while increasingly embedding AI directly into meetings, workflows, customer interactions and enterprise context.

Wild what’s coming out of this company on AI front.

$ZM

[Sean D. Emory @_SeanDavid]

The AI bull case isn’t that every company buys more GPUs forever.

The bull case is that intelligence becomes so cheap and accessible that usage explodes.

[Sean D. Emory @_SeanDavid]

Analysts finally starting to come around to the continued improvement in Zoom’s growth story.

AI infused. Context is king. And Zoom has a lot of it.

Oppenheimer’s note following Zoom’s Investor Day yesterday.

We will share our note here in the coming days.

$ZM

[Sean D. Emory @_SeanDavid]

The issue at $NFLX

[Sean D. Emory @_SeanDavid]

Are we seeing younger Netflix subs turn more towards social and other forms of entertainment, while boomers are not???

$NFLX

[Sean D. Emory @_SeanDavid]

In investing with data we shared how there was an issue at $NFLX

I think it’s likely a moment in time, but the data was clear.

Bigger take was how the data we shared would impact their ads business.

[Sean D. Emory @_SeanDavid]

banks came in clean. netflix engagement did what we said it would. buffett said what a lot of people are thinking. paypal got a bid. zoox taking share. 13 charts.

📝
https://t.co/4WtXzudvJ1

$NFLX $BRK $PYPL $AMZN $JPM

[Sean D. Emory @_SeanDavid]

Moodys credit review of $XYZ

“The issuer's ratings reflect the company's strong market position in its two ecosystems with sizable addressable markets benefiting from secular growth. Gross profit growth has accelerated in recent quarters, supported by the company's strategic initiatives”