Rndm

Eternal life, belongs to he who lives in the present

[Rndm @randommus1ng]

@RajChipalu Did you slow this footage down yourself? Great stuff!

[Rndm @randommus1ng]

It was obvious Scotty Pippen Jr. belonged in an NBA rotation when he was with the Lakers. It feels just as obvious with Chris Manon now. He brings more to the table than some guys ahead of him. What more does he need to show? #Lakers

[Rndm @randommus1ng]

Matisse Thybulle is an S tier defender. Low usage players like him are critical for a cohesive team build, especially alongside Luka and AR with the ball in their hands so much. #Lakers #LakeShow #LALvsSAC

[Rndm @randommus1ng]

If there’s a ticket to earning minutes as a rookie, Cameron Carr is showing it. High efficiency on very low usage. Making an impact without needing the ball.

[Rndm @randommus1ng]

Jake LaRavia consistently makes the right rotation a beat before everyone else. Incredible anticipation, with the athleticism to make it count. #Lakers #whosnumber12?

[Rndm @randommus1ng]

@CanyonDriver High efficiency on what looks like pretty low usage, super encouraging!

[Rndm @randommus1ng]

@LakersNation Really encouraged by how hes able to create advantage basketball. Gets the blender started pretty routinely.

[Rndm @randommus1ng]

@CanyonDriver @RajChipalu Matisse has genuine game changing defense, honestly believe hes just as tough as Caruso. Can really envision his ability to contest from behind be a force multiplier with Kessler in drop

[Rndm @randommus1ng]

@TonyLaneNV I bet he said "my pleasure" after police arrived

[Rndm @randommus1ng]

@trailauditor Really enjoying your content, theres so much to uncover, and your doing a brilliant job.

Subscribed to the substack, but dont see part 2/3 of the $NOK article, am I missing something?

[Rndm @randommus1ng]

@SpoozDon My answer is no. Being a prideful person I had to learn this the hard way over the course of 10 years.

[Rndm @randommus1ng]

@hoopstonite @TheVolumeSports @_JasonLT Your takes are consistently so well thought out and insightful. The fact that you can form such cogent opinions so quickly, without ever resorting to gossipy hot takes or manufactured controversy, is what really sets you apart. You’re going to be a superstar, @_JasonLT .

[Rndm @randommus1ng]

@CanyonDriver Great point, Jake's motor was constantly red lining, even in the regular season. Accuracy drops like it does for everyone in the playoffs, when the legs are'nt there.

[Northstar @NorthstarCharts]

SILVER - Oddly, some comments are saying that the attached post was somehow misleading or wrong. Here's how it looks right now (I didn't change anything). Remember, it's a monthly line chart and only plots the price at the end of the month, so the recent $61 is not shown...

[Rndm @randommus1ng]

Major bottoming signal: liquidity sweep + stop-loss hunting.
$NVO printed its largest volume precisely on the stop loss flush, classic sign of forced selling getting absorbed.
That’s often how durable bottoms are formed.

[Rndm @randommus1ng]

Reposting as I could not figure out how to post this in the community

[Rndm @randommus1ng]

1/The Deloitte angle in the $PATH thesis is a real force multiplier. Deloitte runs the largest consulting business in the world — ~$25–30B in consulting revenue alone, across 150+ countries.

[Rndm @randommus1ng]

Check out this extension Agentic AI report from Deloitte. Deloitte calls it APA - Agentic Process Automation. Its essentially a 17 page bull case on $PATH https://t.co/BybjUELNKv

[Rndm @randommus1ng]

Link to the report:
https://t.co/BybjUELNKv

[Rndm @randommus1ng]

1/The Deloitte angle in the $PATH thesis is a real force multiplier. Deloitte runs the largest consulting business in the world — ~$25–30B in consulting revenue alone, across 150+ countries.

[Rndm @randommus1ng]

4/ Put it in perspective: Deloitte’s FY2025 consulting revenue is ~$25–30B. UiPath ($PATH) does ~$1.5B.

Deloitte is now selling Agentic Process Automation (APA) — a framework they coined — but APA is built on RPA, and in practice, built on $PATH.