Sorin Cioban

Building @WaypointAppAI to help you create the best trips and experiences | formerly Head of Frontend @chase_uk @JPMorgan @Twitter @Flipboard

[Sorin Cioban @sorinc03]

@boardyai ChatGPT can plan a trip. Waypoint (@WaypointAppAI) plans yours, using your travel taste to build something that feels personal from day one.

https://t.co/uyyuLd7KFu

[Sorin Cioban @sorinc03]

@g__j 39362.6

[Sorin Cioban @sorinc03]

@JoshuaNewton @louisagareiss Did Apple send any communication inviting folks to apply for this or how did folks know about this event?

[Sorin Cioban @sorinc03]

@dhlexpressuk is it now policy that your drivers simply don’t attempt delivery any more? Second parcel in a week that immediately goes to “We tried to deliver your DHL Express shipment from … today but no one was home.“.

The local shop that the parcel gets taken to said this is very common. The payment is for the parcel to come to the door, not to wherever is convenient for your driver…

[Daniel Priestley @DanielPriestley]

Here we go again. A pair of socialists who think they can tax the UK into growth…

How do we get investment?… tax the gains more.
How do we get more entrepreneurs … tax them if they leave!!

How do we build an economy for the future? … Ignore the current technology that’s transforming the economy.

I’m so sick of career politicians who have never had to run a business in their lives. Their entire adult life is spending other people’s money without any understanding of what it takes to create surplus value.

Let me be clear. To the degree that any socialist policy survives it is underpinned by economic surplus. Capitalism ALWAYS underpins socialism…

Why did China lift up out of near national famine? It became more market driven and attached itself to the capitalist West.

Why did most Western economies pioneer health services and welfare systems in the 1900s? … Capitalism was producing the surpluses to afford it.

If we start taxing the productive economy into oblivion there will not be any surplus to do nice socialist things. If we fall behind the AI race, we will become a third world country relative to the countries that pioneer and develop AI industries.

We are in a fast changing time. There is no rule that says the UK has a god-given right to be a wealthy nation. It is only wealthy if there are successful businesses inside its borders.

Introduce wealth taxes, increase capital gains tax, ignore AI, introduce exit taxes and watch this little island decline into a failing economy.

[Sorin Cioban @sorinc03]

@saybwala There’s really only a small gap between Alaska and Iceland that has few options. The rest has plenty. Even then, Iqaluit is very suitable. You don’t need Qantas to come pick you up, they can put you on a partner airline…

[Sorin Cioban @sorinc03]

@JackCulpan When you compare the BA app with AA or United, it’s like they’re from a different century still. And yes you should be able to find reward seats in the app.

[Sorin Cioban @sorinc03]

@JackCulpan You can’t even check flight status inside the app any more without it kicking you to the website. It’s an app that Claude could’ve built in about 30 minutes with a simple prompt of “make the current app work better”, and even then it would’ve come up with something better.

[Sorin Cioban @sorinc03]

@boardyai Building Waypoint, a travel planning companion that turns a loose idea into a usable trip, without making you become your own travel agent.

[Sorin Cioban @sorinc03]

@TheLongInvest Is it worth buying some just to flip though or would you just wait until a pullback?

[Sorin Cioban @sorinc03]

@SuperLuckeee So do we think it’ll go down further after the 17th like Michael is saying?

[Sorin Cioban @sorinc03]

@Andy_AJT You’re on the ball with organizing these, hope to see you there!

[Sorin Cioban @sorinc03]

@iuliabaltoi @ankurnagpal Good shout, thanks. @ankurnagpal let’s chat. I built @WaypointAppAI around the experience part of travel but haven’t gotten round to flights and hotels yet, although I do feel your pain. I’ll DM you.

[Sorin Cioban @sorinc03]

@itsmichaelluu @SuperLuckeee I bought 1100C for next week, what do you suggest for earnings? What about for the ones you mentioned?

[Michael | Hypermarkets @itsmichaelluu]

Yesterday, $DELL spiked 45% after its Q1 earnings.

Options exploded 20000%-30000% in 1 day (rare).

Next week, there's 4 earnings with exact same set-up:

1. $CRWD 📅 Earnings: June 3 (After Close)

As enterprises deploy thousands of AI agents, cloud workloads, and connected endpoints, the security perimeter expands infinitely, making Falcon's AI-driven threat detection not optional but mandatory.

No one builds a $500B AI datacenter and skimps on security. $CRWD is the toll booth on the AI buildout highway and that moat compounds with every new customer and dataset feeding its threat intelligence engine.

Target: $800 median | $700 Wedbush & Benchmark | $750 Oppenheimer

2. $AVGO 📅 Earnings: June 2 (After Close)

Custom AI chip (XPU) demand from hyperscalers accelerating every quarter. $AVGO is the silent infrastructure backbone of the AI supercycle.

While $NVDA dominates training, Broadcom owns the custom silicon layer designing the XPUs that $GOOG, $META, and Tiktok use to run inference at hyperscale, plus the networking chips that stitch datacenters together.

As hyperscalers race to reduce $NVDA dependency and build proprietary AI chips, Broadcom is the only company with the design expertise and manufacturing relationships to deliver.

Target: $500 avg | $480 Susquehanna | $560 high

3. $PANW 📅 Earnings: June 2 (After Close)

Platformization strategy converting AI security budgets into sticky, recurring revenue.
AI doesn't just create new threats it supercharges existing ones, making next-gen cybersecurity a non-negotiable line item for every enterprise on the planet.

PANW's platformization strategy is purpose-built for this world: one unified platform replacing dozens of point solutions, with AI models running across network, cloud, and endpoint security simultaneously.

Target: $320 avg | $340 high | $300 median (75 analysts)

4. $GTLB 📅 Earnings: June 2 (After Close)

AI-native DevSecOps platform controls full dev lifecycle as code volumes explode.

AI is going to produce more code in the next five years than humans wrote in the last fifty and all of it needs to be managed, secured, and deployed somewhere.

While competitors like GitHub Copilot focus on code generation, GitLab controls the entire pipeline and that becomes more valuable, not less, as AI-generated code volumes explode.

Target: $40 median | $60 high (Macquarie) | $27 low (Cantor)

$ORCL earnings is on June 10 and $MU is on June 24. These will explode like $DELL did most likely.

♻️ RESHARE this post and write 1 comment, I'll DM the best $MU contract to get for earnings right now.

[Sorin Cioban @sorinc03]

Built Case Study Reel Factory for #ElevenCreative.

It turns a freelance project brief into a polished case-study reel package: narration, cover art, motion/SFX direction, and a ready portfolio story.

ElevenLabs template:
https://t.co/Ltk7LRBFq8

[Sorin Cioban @sorinc03]

@catalinmpit Yes please

[MILA @milalolli]

Good morning London.

CR3W is becoming the place for UK founders, builders and creators who actually want to meet, collaborate and grow together.

The network is online.
The trust is built IRL.

Are you in yet?

https://t.co/sUO9iXSZyT

[Sorin Cioban @sorinc03]

cc @steipete @romainhuet @reach_vb @romainhuet @AndrewGinns

[Sorin Cioban @sorinc03]

While building @WaypointAppAI, I’m also trying to stick to a personal goal: launch at least one side project every quarter.

Today I launched Atlas Sprint on @ProductHunt. It’s inspired by TOMAPAN, a Romanian pencil-and-paper category game I grew up playing. One letter. Seven categories. 60 seconds. Race the board.

Built entirely with @OpenAI Codex – from design to functionality to in-app purchases with @RevenueCat.

Would mean a lot to get your support:

https://t.co/ZDRP4daCZo

[Sorin Cioban @sorinc03]

@bolyki01 @icecoldt369 @Andy_AJT @reach_vb @AndrewGinns was looking into that I think. My sub was meant to renew on the 9th of June and now it’s extended til the 14th so it seems the free 1 month hasn’t applied from the MAX(next_renewal_date, 14_May).