xcrow

Freeform abstraction

[xcrow @crowlrox]

@BoxLongs Curious how you are driving rev estimates for Q4 and yrs beyond. Thx

[xcrow @crowlrox]

Price action feels miserable into YE.
Wonder what narrative moves us forward in 2026

[xcrow @crowlrox]

@TwannsWorld DM’d

[xcrow @crowlrox]

@ContrarianCurse How are you thinking about VRT & Schneider Electric comparatively?

[xcrow @crowlrox]

Earnings szn... What a wonderful time to divorce yourself from rational thought

[xcrow @crowlrox]

@LongOnlyLarry Poor phrasing on my part. Do you think they'll be forced to make the choice in the medium term?

[xcrow @crowlrox]

A Barron Trump Trading Bot would do wonders

[xcrow @crowlrox]

@FICMBondTrader Publish or perish as they say

[xcrow @crowlrox]

Everything is driven by attention and adoption

[xcrow @crowlrox]

@JamesWynnReal limit orders

[xcrow @crowlrox]

Monday in the markets should be fun

[xcrow @crowlrox]

Jensen is moving lightyears ahead

[Jukan @jukan05]

Why didn’t I think of this sooner…

“The core of this vision is to eliminate the margin stacking by server ODMs (original design manufacturers) and CSPs (cloud service providers), narrowing the cost gap between NVIDIA chips and ASICs to around 15% on average.”

Jensen Huang is doing whatever it takes to eliminate his competitors.

[xcrow @crowlrox]

Victory lap here must feel different for Jensen

[Ray Wang @rwang07]

$NVDA CEO: "I’m surprised that they ( $AMD) would give away 10% of the company before they even built it. And so anyhow, it’s clever, I guess."

[xcrow @crowlrox]

Further exacerbated with ICE anointing Polymarket

[xcrow @crowlrox]

DKNG continues to find itself in deep deep water. Troubling backdrop for them

[xcrow @crowlrox]

UBER / DASH as distribution networks continues to heat up with ea data point

[xcrow @crowlrox]

@TwannsWorld Any advice/thoughts on breaking into sell side nowadays?