Midriff Crypto

Phoenix, Texas, great stock selector, not related to Elon Musk

[Midriff Crypto @midriffcrypto]

@nicbstme Totally agree. Copilot very much improved

[Midriff Crypto @midriffcrypto]

@Biohazard3737 20% of stocks, probably cyclical, drive more than 100% return and investors feel they have no chice but to chase while high quality companies get no interest.

[Satya Nadella @satyanadella]

We’ll take it 😊 Copilot is getting better fast, and Excel is one of the best places to see that. More to come…

[Midriff Crypto @midriffcrypto]

@edzitron love copilot

[Midriff Crypto @midriffcrypto]

@OutsideView_ Such a good opporrunity. The market misunderstands that so little equity is allocated to those loans anyway. And the company was buying back in the quarter at an average of $129

[In Practise @_inpractise]

Former AWS Agentic AI product lead on MSFT edge on the business application layer: $AWS $MSFT

"I underappreciated that before coming here. I worked on this new agentic application for business users called Amazon Quick. It is meant to compete with Microsoft's suite, including ChatGPT and Power Automate. You had to go through many hurdles to connect it to everything. It was possible, but it wasn't native, connected to your Outlook or Word. When I came here and saw the integrations - I had never used Teams before - and all the ways where Copilot is just there, it is game changing. It wasn't until that moment that I realized it is going to be nearly impossible for AWS and Amazon Quick to compete with that. The product has to be exponentially better for customers to want to deal with establishing all the connectivity and doing all these unnatural things to get it into place. Here it is just out of the box"

[Midriff Crypto @midriffcrypto]

@DeItaone Squeeze shortly happening

[Akshay 🆇 @akshayji10]

I love @Copilot

This activity would have taken me at least 1-2 hours, and here with copilot I got the summary in few seconds 😊😊😊

[Midriff Crypto @midriffcrypto]

@KillaKreww @LoganPaul You should buy the Astro boy comics!

[Midriff Crypto @midriffcrypto]

@KobeissiLetter This can't be real

[Midriff Crypto @midriffcrypto]

@ADHD_Capital https://t.co/64Rv7xHd0H It is nothing

[Sebastian Maril @SebastianMaril]

🛑El Departamento de Justicia de los EE.UU. presentó un pedido de suspensión del discovery mientras la Corte de Apelaciones decide la apelación primaria (USD 16.100 millones). Anoche, hubo sorpresa ya que el DOJ no había solicitado ser aceptado como Amicus en apoyo de la Rep. Argentina en la apelación primaria. Finalmente, el pedido está relacionado con suspender el discovery y no sobre los méritos de la apelación.

🛑 The U.S. Department of Justice has requested a stay of discovery while the Court of Appeals considers the primary appeal (USD 16.1 billion). The request initially surprised market participants, as the DOJ had not previously sought to appear as amicus curiae in support of the Republic of Argentina in the main appeal. The filing, however, ultimately relates to pausing discovery proceedings and not to the merits of the appeal itself.

[Midriff Crypto @midriffcrypto]

@PDuddumpudi https://t.co/64Rv7xHd0H

[Sebastian Maril @SebastianMaril]

🛑El Departamento de Justicia de los EE.UU. presentó un pedido de suspensión del discovery mientras la Corte de Apelaciones decide la apelación primaria (USD 16.100 millones). Anoche, hubo sorpresa ya que el DOJ no había solicitado ser aceptado como Amicus en apoyo de la Rep. Argentina en la apelación primaria. Finalmente, el pedido está relacionado con suspender el discovery y no sobre los méritos de la apelación.

🛑 The U.S. Department of Justice has requested a stay of discovery while the Court of Appeals considers the primary appeal (USD 16.1 billion). The request initially surprised market participants, as the DOJ had not previously sought to appear as amicus curiae in support of the Republic of Argentina in the main appeal. The filing, however, ultimately relates to pausing discovery proceedings and not to the merits of the appeal itself.

[Midriff Crypto @midriffcrypto]

@avrtrader21 It's nothing https://t.co/64Rv7xHd0H

[Sebastian Maril @SebastianMaril]

🛑El Departamento de Justicia de los EE.UU. presentó un pedido de suspensión del discovery mientras la Corte de Apelaciones decide la apelación primaria (USD 16.100 millones). Anoche, hubo sorpresa ya que el DOJ no había solicitado ser aceptado como Amicus en apoyo de la Rep. Argentina en la apelación primaria. Finalmente, el pedido está relacionado con suspender el discovery y no sobre los méritos de la apelación.

🛑 The U.S. Department of Justice has requested a stay of discovery while the Court of Appeals considers the primary appeal (USD 16.1 billion). The request initially surprised market participants, as the DOJ had not previously sought to appear as amicus curiae in support of the Republic of Argentina in the main appeal. The filing, however, ultimately relates to pausing discovery proceedings and not to the merits of the appeal itself.

[Midriff Crypto @midriffcrypto]

@cameron_br_pres https://t.co/64Rv7xHd0H

[Sebastian Maril @SebastianMaril]

🛑El Departamento de Justicia de los EE.UU. presentó un pedido de suspensión del discovery mientras la Corte de Apelaciones decide la apelación primaria (USD 16.100 millones). Anoche, hubo sorpresa ya que el DOJ no había solicitado ser aceptado como Amicus en apoyo de la Rep. Argentina en la apelación primaria. Finalmente, el pedido está relacionado con suspender el discovery y no sobre los méritos de la apelación.

🛑 The U.S. Department of Justice has requested a stay of discovery while the Court of Appeals considers the primary appeal (USD 16.1 billion). The request initially surprised market participants, as the DOJ had not previously sought to appear as amicus curiae in support of the Republic of Argentina in the main appeal. The filing, however, ultimately relates to pausing discovery proceedings and not to the merits of the appeal itself.

[Sebastian Maril @SebastianMaril]

🛑El Departamento de Justicia de los EE.UU. presentó un pedido de suspensión del discovery mientras la Corte de Apelaciones decide la apelación primaria (USD 16.100 millones). Anoche, hubo sorpresa ya que el DOJ no había solicitado ser aceptado como Amicus en apoyo de la Rep. Argentina en la apelación primaria. Finalmente, el pedido está relacionado con suspender el discovery y no sobre los méritos de la apelación.

🛑 The U.S. Department of Justice has requested a stay of discovery while the Court of Appeals considers the primary appeal (USD 16.1 billion). The request initially surprised market participants, as the DOJ had not previously sought to appear as amicus curiae in support of the Republic of Argentina in the main appeal. The filing, however, ultimately relates to pausing discovery proceedings and not to the merits of the appeal itself.

[Adam Aron @CEOAdam]

I had the great honor to attend the world premiere tonight in Los Angeles of Avatar: Fire and Ash. Opens December 19.

Don’t crawl, don’t walk, don’t sprint to see this movie. Instead, move at the speed of sound or light to get your tickets.

The biggest movie of 2025.

[Midriff Crypto @midriffcrypto]

@teambullish95 Great acquisition. Stock should go to $7 fast

[Midriff Crypto @midriffcrypto]

@GoodHouseCap And with 18% of the true float short just as the biz is inflecting upwards, big short squeeze potential.

[GoodHouse @GoodHouseCap]

$NCMI looks interesting again. Industry remains depressed post-COVID and 2023 Hollywood strike. No debt, $370m TEV is ~2x pre-COVID unlevered FCF. Dominant player in consolidating industry with recently announced accretive acquisition and growth should recover in 2026+

[Not Warren Buffett @YieldCurveBalI]

$NCMI Superb analysis that perfectly describes NCMI's present circumstances. So if you want to bring your NCMI knowledge up to date or learn about NCMI from scratch, this is required reading. https://t.co/enkknPj76U