Fulcrum Security

[Cassandra Unchained @michaeljburry]

Trading Post June 16, 2026
Some early birthday presents for me, and SpaceX.
https://t.co/r8YJVbkPuz $SPCX

[Fulcrum Security @snonsence]

@mbaafraude Jajajaja

[Trung Phan @TrungTPhan]

The Masters App is considered best sports app (Netflix execs say it is the best streaming app…after Netflix).

A funny subplot: it’s powered by IBM and is basically IBM’s only AI-related win in past 5 years.

IBM runs a bunch of ads about the tech:

▫️20,000+ shots at every Master’s from 70-100 players

▫️WatsonX (lol) tracks each one and identifies 30+ data points

▫️data points include sound (applause), visuals (player fist pump), shot tracjectory (dozens on lasers on field measure each shot), history (player previous performance in similar situation) and weather tracking

▫️ingests all this data against a model trained on 120,000+ previous Masters shots to autogenerate highlight reels within minutes

▫️same training data also powers the app’s “round-score prediction” for each player and provides real-time hole-by-hole insights for fans

IBM is a top-tier Masters sponsor and likely shelling out $10m a year for the honor. Probably worth it just to be able to shill WatsonX as Masters App backend.

Have a feeling this actually converts well in Fortune 500 C-Suites.

[Fulcrum Security @snonsence]

@GLoffelhardt Do you have a sense of what inventories look like? They may have enough to manage the situation (at least short term)

[Sophon Microcap Atlas @Sophonatlas]

We created a new research platform with the goal of covering 150+ investable, sub-$500M market cap companies globally. Re-tweet this post and we’ll give you 6 months free trial to our service

[Sophon Capital Research @sophonresearch]

Our model on Games Workshop ($GAW) is live…repost/like this post for us to send it to you!

[Fulcrum Security @snonsence]

Interested

[Magnus Carlsen @MagnusCarlsen]

Winning is way of life. It’s in your blood. On the biggest stage, you just can’t not win. You have to.

Hala Madrid.

🤍

[Luka Doncic @lukadoncic]

HALA MADRID Y NADA MAS!!!!

[Toni Kroos @ToniKroos]

Hala Madrid y NADA mas!

[Madrid Zone @theMadridZone]

DON CARLO ANCELOTTI WITH CIGAR.

[Jude Bellingham @BellinghamJude]

¿Como no te voy a querer?

[Jude Bellingham @BellinghamJude]

Lucas Vazquez you fucking legend.

[Luka Doncic @lukadoncic]

HALA MADRID Y NADA MAS!!! Siempre!!!

[𝘍𝘦𝘭_𝘣𝘭𝘢𝘯 @Fel_blan]

«Las grandes decepciones nos hacen refugiarnos en las cosas pequeñas».

[Fulcrum Security @snonsence]

@SwissRamble Good thread. You should also add the wage savings from Piqué’s retirement

[Fulcrum Security @snonsence]

@FabiusMercurius @readwise save

[Fulcrum Security @snonsence]

@specialsit1 What’s your view on Matalan?

[Fulcrum Security @snonsence]

@MrtnzAlvrz No te olvides de Alejo Vidal-Quadras