Romstocks

Looking for opportunities around the globe.
Capital Market Research
Contributor to The Romulus Report

[Romstocks @romstocks]

$RBRK is not just "backup software"

The real thesis here is cyber resilience:
- Protect Enterprise Data
- Detect Threats
- Recover clean copies
- Now Control AI Agents before they break things

Rubrik is trying to become the recovery layer for AI enterprise.

a thread🧵

[Romstocks @romstocks]

@EVFuture12 I’m pretty sure a car and a flight to the US cost more than this real estate at the time lol. What a buy though..

[Romstocks @romstocks]

The tax payer today gets screwed and then when they want to and are forced to stimulate more growth with families they will have to eliminate tax and then all those who paid tax into these failing systems today will be snubbed at the end of their lifetimes to a retirement system that does not operate on tax dollars and collapses.

So either way it’s a day late and a dollar short.

The immigration importation of tax payers also will not solve this issue.

[Romstocks @romstocks]

@MilkRoad @RaoulGMI So these new spawned off agents will just replicate into infinite ether and devoid all tax and systems while operating off of a blockchain to transact with one another?

[Romstocks @romstocks]

@CoFoundersNik Option B: the kids need to learn the small claims court system

[Kalshi @Kalshi]

BREAKING: President Trump says US might buy equity stakes in AI companies

[Romstocks @romstocks]

$SVCO is anyone paying attention to this low floater?

[Polymarket Money @PolymarketMoney]

$ADBE is reportedly weighing David Wadhwani and Anil Chakravarthy as leading internal CEO candidates.

Adobe also hired Heidrick & Struggles to search externally for AI product leaders as pressure builds from AI-native creative tools.

[Romstocks @romstocks]

@financialjuice Petronas would also agree with this sentiment in Malaysia

[FinancialJuice @financialjuice]

Aramco sees AI and data centers driving Natgas demand

[Romstocks @romstocks]

@sweatystartup they're just using Copilot instead....honestly the better choice for them having internal use of their own AI product and control over their own internal data.

[Romstocks @romstocks]

@DRTnky First time in a Singapore grocery store...

I was shocked that every carton of eggs are mostly 10 packs while the rest of the West does by the dozen.

[Romstocks @romstocks]

In theory, sure...but if that were true, why hasn't it played out historically? Some goods get cheaper, yes, but most just go up. The value of money keeps inflating away against the underlying, and people are left footing the bill through a hidden tax. Tech gains have historically flowed to asset holders, not wage-earners.

[FinancialJuice @financialjuice]

Microsoft announces Project Solara for new AI-based devices $MSFT

[Romstocks @romstocks]

Remember to recycle kids…
$AMZN

[Romstocks @romstocks]

@CryptoTice_ @allthingsf74065 I guess if your Dutch you’ll pay too mutch

[AlphaSense @AlphaSenseInc]

Interview with a $MSFT employee on why pricing pressure on models is inevitable ( $AMZN, $GOOGL ):

- The expert describes $MSFT as having moved to a multi-model platform, where customers can run OpenAI, Anthropic, DeepSeek, and open source models all within Azure, with $MSFT providing the compute, reliability, and enterprise guarantees regardless of which model is chosen. The real competitive edge the expert highlights is around data handling and enterprise readiness, with Azure's existing data estate giving it a natural advantage.

- The expert sees OpenAI's main advantage from the $MSFT partnership on the training side rather than inference, where the large clusters co-designed with $MSFT give OpenAI the infrastructure and technical support to iterate at scale in a way that would be harder to replicate elsewhere. On the $MSFT side, products like GitHub Copilot are built on top of different APIs and could switch models, making the advantage less about model lock-in and more about the engineering part.

- The expert sees meaningful differences across models. Claude is seen as having a clear edge on safety and control. In terms of reasoning, OpenAI is seen as the strongest. $GOOGL's Gemini holds an advantage on multimodal capabilities, which the expert attributes to $GOOGL's access to vast amounts of multimodal data from YouTube, audio, and other sources, making it particularly strong on visual language tasks compared to OpenAI.

- The expert expects models to reach a point where they perform similarly for most common use cases within the next couple of years. Once that happens, pricing pressure will follow, driven by competition among model providers. The value chain will then shift upward, with differentiation moving away from the base model and toward integration, ecosystem, and higher-value use cases that sit on top of it.

- The expert sees the consumer AI pricing question as ultimately resolving through ads, with OpenAI moving toward a $GOOGL ad-supported model as the path to sustaining free or low-cost access at scale. For enterprises, price is not seen as the deciding factor, with reliability, task completion, and not breaking existing workflows mattering far more than cost differences between providers.

[CR1337 @CR1337]

A Reddit user found out that Motorola phones have started hijacking the Amazon app to insert affiliate codes - on a phone that cost $1,900 - talk about greed..

[Romstocks @romstocks]

I'm curious what this manifests into a decade or two from now... https://t.co/ZCgnyIgbPj

[Romstocks @romstocks]

@tbpn Just a guess here on the price. The price is so high because the fixed ops they make from maintenance disappears with electric versus combustion engines.

[Romstocks @romstocks]

@Mr_Derivatives A major storm is coming...I'm sure of it. I just don't know when it will strike.