Manny

Student @ Wharton | Views are my Own | #NFA #DYOR

[Manny @MannyReads]

@charliekirk11 come to @UMich plz I really want to talk to you

[Manny @MannyReads]

@5Nickel Implementation shouldn’t depend on EV lol

[Manny @MannyReads]

@Vivek4real_ Except bitcoin is way more known now than the internet was in 1997

[Manny @MannyReads]

@BitcoinVanguard Never lol

[Manny @MannyReads]

@5Nickel Bad Take - Chicago project fleshing out isn’t as straightforward as it seems. Demolition has yet to begin on the 30-acre Tribune property, and by state law, the $1.3 billion permanent casino has to be built and open by September 2026.

[Manny @MannyReads]

@fintegrate I think a decline in active buyers can be looked past - fiverr is still an AI beneficiary imo. Complex services as a revenue segment has continued to grow at a more extensive margin than simple service segment decrease

[Manny @MannyReads]

@wolfofharcourt @chitchatstocks Still think $FVRR is an AI Beneficiary - AI has enhanced the mix of complex, higher-value services, increasing their share to 32% of GMV in 2023, up from 25% (+7%) in 2022. Concurrently, the share of simpler services decreased 28% to 23% (-5%). I think it’s a margins game at eod.