TMTK TMT

[TMTK TMT @insiderfed]

@viggy_krishnan @S_curvecap once capex is tapered, the stock can start to work

[Admiral Waterworld @WaterworldCapi1]

Can't believe $ARM trades at a $450 billion market cap on $6 bil of revenue.

[TMTK TMT @insiderfed]

@BrettHarrison @BenBajarin @ComputeDesk @StreetSignal__

[TMTK TMT @insiderfed]

@StreetSignal__ fair point

[TMTK TMT @insiderfed]

@_ram_ @Alfred_Lin Also you lose the most when you are wrong and contrarian. typical VCs not caring about downside risk

[TMTK TMT @insiderfed]

@EnergyCredit1 I did Split last summer and I was also impressed too overall from the vibes

[TMTK TMT @insiderfed]

@PrefShares adding to what others add: bofa

[TMTK TMT @insiderfed]

@evrgn11112231 i doubled down two days ago but this market clearly like momo in only one theme

[TMTK TMT @insiderfed]

@atelicinvest I used https://t.co/i1g1ow4AoM and so emails are easy to handle. I am a newbie too

[TMTK TMT @insiderfed]

@DurableCreators how is agentic commerce a headwind? like agents are some how not needing value added services

[UnHedgedChatter @UnHedgedChatter]

TechCrunch: How an e-scooter founder raised $5 million to build space data centers [Joke in here somewhere about capitalizing on fads.] $QQQ

[WTCM @WTCM3]

"Betting against EU Multinationals exposed to China competition has paid off..."

[TMTK TMT @insiderfed]

@abhishekn let's not forget that spot has wasted a ton of money on podcast ecosystem. like others they are spray and pray mode and then just retrospectively attribute success to those bets that worked better. Apple has failed in many ways (e.g
Siri) so I would not put much weight there too

[TMTK TMT @insiderfed]

@EnergyCredit1 yep. American airlines did consolidate a lot over years and drove up prices for customers

[Bob's Payment Stock Substack @bobspaysubstack]

I’m prepared to be proven wrong, but deep down in my gut I feel like $BR at $150, $INTU at $310, and $MA at $470 will prove to be exceptional entry/add points.

[The Assembly @InTheAssembly]

Cathie Wood did it again.

She bought $32.8M of $CBRS at $310, one day after the IPO closed at $311.

The stock now trades at $207. Down 33% in 3 weeks.

ARKK is still one of the worst performing funds in the entire market.

[Negligible Capital @negligible_cap]

$XYZ - Lay off 40% of the workforce --> release the magic wand

[Hunter SPX Thompson ❎ @CoorsLightCEO]

Pat was really tweeting like a wide receiver

[TMTK TMT @insiderfed]

@davideborall your point in AI is valid and good. I don't think also we as a society are ready for ramifications 0f AI (or our politicians have tools to respond to it in the near future )

[TMTK TMT @insiderfed]

@davideborall public good has a different definition in economics. utility like power water etc. is not a public good as far as that definition goes. natural monopoly because power distribution requires high upfront capex that it is inefficient for another competitor to replicate a commodity