DL

[DL @lam_daniell]

Ackman's tweet only mentioned that "Arnault can help," but completely avoided mentioning the mediocre performance of Executive Chairman Mark Parker, who works at Oregon headquarters every day, and the new CEO Elliott Hill over the past two years.

[DL @lam_daniell]

A part-time non-executive director who manages champagne in Europe and only attends a few meetings a year cannot substantially rewrite Nike's blueprint for breaking through its daily operations.

[Bill Ackman @BillAckman]

This is a great development for @Nike. I am an @alexarnault fan and Alex can help. And Nike needs help.

[DL @lam_daniell]

@BillAckman @Nike @alexarnault A part-time non-executive director who manages champagne in Europe and only attends a few meetings a year cannot substantially rewrite Nike's blueprint for breaking through its daily operations.

[DL @lam_daniell]

@joecarlsonshow Compare Capex spending of Meta with the same as Google, Amazon?

[DL @lam_daniell]

@StockSavvyShay @FuturumEquities Meta's DNA is in adv. Not in ai infrastructure .. Yes if that plays out........

[DL @lam_daniell]

@StockSavvyShay For this, Meta -> sold.

[DL @lam_daniell]

@kwelkernbc @NBCNews @MeetThePress She seems to think she is there as a commentator rather than a journalist—enjoying the privilege of monitoring the government while stepping beyond the proper role of a reporter. A journalist’s job is to ask fair, objective questions, not to lecture or insert personal views.

[DL @lam_daniell]

This is ridiculous statement. Does it mean Buffett is paying employee taxes ? Zero brainer.

[DL @lam_daniell]

“Google is using retail investors to pay taxes” is not an accurate description of what is happening. The accounting optics make it look like that, but economically and legally it is not true.

[zerohedge @zerohedge]

Google is using retail investors to pay taxes

[DL @lam_daniell]

Retail investors are absorbing dilution because Google chose equity financing.

[Dr. Eli David @DrEliDavid]

Macron, Starmer, and Meloni opening the Strait of Hormuz 👇

[Phil Trubey @PTrubey]

Sorry, but it just had to be done.

[DL @lam_daniell]

@StockSavvyShay This is the sovereignty risk for MSFT....

[DL @lam_daniell]

@spectator He knows what he is doing. He is not stupid. It is not delusion. He got thick skin.

[DL @lam_daniell]

@StockSavvyShay If you can still stomach it....

[DL @lam_daniell]

@StockSavvyShay It may depend on what you are holding.....

[DL @lam_daniell]

Wise investors enter quietly and exit before the noise begins. Loud enthusiasm is often the first alert.

[CapexAndChill @CapexAndChill]

Why invest in $APP in 2026?

The market misprices AppLovin as just a gaming ad network. It fails to recognize it as a closed data monopoly built on captive attention. AppLovin owns both the ad supply exchange and the demand prediction engine. This structure lets them see the entire bid stream and accurately price conversion intent. Social media ads can either be skipped or avoided instantly, but AppLovin uses unskippable 35 second videos. Axon 2 uses this deep attention to predict long-term ecom sales. They evolved from just selling basic ad impressions to selling nearly guaranteed return on capital. This shifts their business away from fixed marketing budgets and turns it into a nearly infinite arbitrage platform.

https://t.co/IpMfezxr9g

[DL @lam_daniell]

Here

[Peter Yang @petergyang]

1. We are still incredibly early

2. Most white collar workers have no idea what’s coming

[市川市動植物園（公式） @ichikawa_zoo]

昨日(2/19)に撮影されたと思われる
「パンチが群れのサルに引きずられている動画」について

添付をご一読ください。

#市川市動植物園
#市川ファン
#がんばれパンチ

[ʏᴢ @YZfinance]

パンチちゃんは可愛すぎます。
ママのテディを抱いて安心している姿を見てください 🥹

応援のためにフォローしてください。
これからもパンチちゃんの物語をシェアしていきます 🐒

#がんばれパンチ
#市川市動植物園