Gumdrop

Just a gingerbread man saving up for a couple more gumdrop buttons.

[Gumdrop @GumdropCap]

@spenserskates Have you seen what you and @bgurley did to your stock? There literally isn’t going to be a next time. You are living far above your means.

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If UAPs are real what does that do to the terminal value of SpaceX?

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@P_Remarks Even $twlo +118%

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Seems decent chance narrative could quickly shift to $twlo becoming an AI beneficiary

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@bstaples Bill did you buy back the stock yet materially or you freezing because you are unsure how to be a good capital allocator

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@tangentstyle Is this way wrong? What’s the correct way to look at it

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Twilio weekly NPM downloads now up 200% YoY

[Gumdrop @GumdropCap]

Twilio has been the ultimate narrative pendulum stock over the years, and it looks ready to flip again. NPM downloads (SDK installs; adoption proxy) are back to growing ~100% YoY. Comps accelerating too: 8x8 usage-based APIs +60% YoY. Amzn called out Connect growing 30%.

[Gumdrop @GumdropCap]

@BullfightCap Nah they all sticked around pretty long esp vs first term

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@junkbondinvest Hey this is good PIK buddy, don’t you know that’s good?

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@P_Remarks Once AI starts taking jobs, rates will be lower

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@jokotagbaposi @grok what is this show movie

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@bstaples Bill just buyback the stock. It’s that simple. That’s how you win.

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@JackFarley96 Why buy nvidia at 20x PE growing 50% when you can buy a power plant growing 1% now vs -1% for last 20yrs

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@midwit_capital @BoxLongs let's see the proof brother

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@midwit_capital @BoxLongs dude ampl is a complete shit show if you like that stock I will sell out of gitlab. also post your pa and lets see your gitlab lots buddy

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@midwit_capital What about the million times you bought these before the bottom

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@doodlestein What do you do for tax, stripe tax seems expensive for $10 month

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@nachkari i don't think that is a function of capital not being there. if it was possible to make a great return on a cheaper car/house, it would be done.

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@nachkari idk never heard a of a good business not being able to get investment. money being created every year far exceeds gov borrowing and private credit flows are huge, ai data center flows are huge

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@policytensor stop crossplaying as one of us

[Gumdrop @GumdropCap]

Seems decent chance narrative could quickly shift to $twlo becoming an AI beneficiary