kev

[NVIDIA GeForce @NVIDIAGeForce]

We're giving away a CONTROL Resonant custom wrapped NVIDIA GeForce RTX 5080 to celebrate its official release with #RTXON.

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T&Cs: https://t.co/Mbf7w3j1q3

[kev @hkusd]

@Tr8erboi the stock would benefit if they cut expenses to the minimum and run it like a PE firm would.

[kev @hkusd]

@stonkgang Given their net cash, chip business and data center business, this is a huge bargain if the business was located anywhere but china

[kev @hkusd]

@kevinxu @StonkChris never-ending flywheel of engagement farming

[kev @hkusd]

@BillAckman @NYCMayor It might attract more taxpayers since those who want to live in the city can now buy those properties for cheap and don't have to pay the extra tax.

[kev @hkusd]

@markflowchatter What big tech company still has $150 billion to spend after their datacenter capex and negative free cash flows?

[kev @hkusd]

@Mr_Derivatives insiders knows that growth has stalled

[kev @hkusd]

@firstadopter Is this good for coupang?

[kev @hkusd]

@jakebrowatzke its tough to buy this at 30PE when all their competitors are under 10PE

[kev @hkusd]

@bubbleboi Doesn't nuclear reactors still generate a ton of heat and need to have massive radiators in space

[kev @hkusd]

@Jason It doesn't make sense to buy a company just to fire all of their drivers

[kev @hkusd]

$gme $ebay what if Ryan bought calls for 5% of the company before the offer and then used the profits to buy puts after it got leaked. Big brain move to tank the cnbc interview purposefully because they know theres no way this can work. Either you force ebay to buy you or profit

[kev @hkusd]

@Jason @ZohranKMamdani they should implement this in california too

[kev @hkusd]

Are investors starting to realize that $PLTR is a SAAS business that can get disrupted by Claude?

[kev @hkusd]

@realmarygill At what point does claude's models become better than palantir's deployment engineers? I don't know if investors are properly valuing that risk especially since $PLTR is still a SAAS/Consulting company.

[kev @hkusd]

@MariaDavidson UBI has already started, we just don't know it yet

[kev @hkusd]

@buccocapital Snowflake’s average stock-based compensation (SBC) per employee is approximately $176,550 for fiscal year 2026. This figure remains among the highest in the software industry, though it has slightly decreased from a peak of nearly $189,000 in fiscal 2025.

[kev @hkusd]

@0xpension @draecomino Not sure if I'm mistaken but i've always thought of CDNs as a commodity product and it seems majority of their profit goes to employee SBCs. I wouldn't short this company I would be weary about them losing its high Price to Earnings valuation with the repricing in SaaS

[kev @hkusd]

@StockzOnTap I think if you have used Jira and Confluence, you would know that there is no moat, similar to Docusign. The only way this stock makes sense is if they can create new products that are better than Claude and ChatGPT.