iShares Pokémon ETF

when the 10y yield went to 4.8% i knew i was going to die

[iShares Pokémon ETF @pokemonetf]

Space datacenters are the metaverse of this cycle

[iShares Pokémon ETF @pokemonetf]

@antoniogm we have adderall, we good

[iShares Pokémon ETF @pokemonetf]

@zoink this is your edge ?

[iShares Pokémon ETF @pokemonetf]

$ABSI

name a chart more primed to send it

[iShares Pokémon ETF @pokemonetf]

@KrisPatel99 these on robinhood are borderline chart crimes. not nearly as dramatic as they make it look.

[iShares Pokémon ETF @pokemonetf]

can someone explain to me how this is good design. genuinely. cutting off the text like this when it's a bubble that expands on hover.

i'm not a designer so i must be missing something. this was on figma's blogpost for their new feature.

@ryolu_

[iShares Pokémon ETF @pokemonetf]

$FIG

the design agent blogpost is pure marketing/LLM-generated fluff

nothing about harnesses, tool use, model routing

confirms Figma is closer to an Adobe than a Cursor -- market is right for now

[iShares Pokémon ETF @pokemonetf]

@jakebrowatzke Look into $IOT. I think they are next up for a palantir-type rerate.

They work with legacy businesses w heavy operations. They are building the onology from the opposite direction. Bottoms up. Starting with assets: cameras, sensors, monitors.

[iShares Pokémon ETF @pokemonetf]

@BoxLongs they underplayed their hand for sure

they could have structured it to give openai warrants in $AMPL in exchange for the assets -- stock up 50-80% on that easily

[iShares Pokémon ETF @pokemonetf]

@Jackkk $ABSI got a shot on goal here

[iShares Pokémon ETF @pokemonetf]

@spenserskates could u see amplitude rebranding to wizard if it takes off

[iShares Pokémon ETF @pokemonetf]

$AFRM

these guys are absolute gods of the clean beat. never any drama to their earnings drops

disappointing price action . . . but compared to its sister stock $SHOP's reaction the market freaking loved the print

[iShares Pokémon ETF @pokemonetf]

@BoxLongs @OpenAI where did you get the $ number amplitude paid oai?

i agree ultimately massive benefit for $AMPL

but the optics were bad, the way it was announced + talked about on call

maybe good though bc cheaper shares

[iShares Pokémon ETF @pokemonetf]

@GergelyOrosz he's definitely practicing what he preaches

shipped that email in 10 min instead of an hour I'll bet

[iShares Pokémon ETF @pokemonetf]

@wyn05230602 it's up a lot for one day

[iShares Pokémon ETF @pokemonetf]

$BLZE

many AI winners still hiding in plain sight

$BE had a small Coreweave contract at 52W lows in 2024. it has seen many more AI data center contracts + 25x'ed since.

$BLZE has what is likely a small contract with Nebius and/or Coreweave at 52W lows in 2026.

see a pattern?

[iShares Pokémon ETF @pokemonetf]

@AviFelman gme would have been a great buy if the market had collapsed

sitting on a pile of cash

could've gone bargain hunting instead of topticking ebay

[iShares Pokémon ETF @pokemonetf]

@ChrisCamillo @vladtenev you're better than this

[iShares Pokémon ETF @pokemonetf]

@vladtenev been waiting for this one. nice.