$P🅰️CEMOB

$ASTS and $ACHR I really like the stocks…What’s an Exit Strategy? I am like that Kitty DFV dude, but I like stuff that stays in motion!! NFA/DYODD

[$P🅰️CEMOB @SPACEMIKE320]

@lukecombs @laineywilson

You both need to meet Rachel Schumacher

Rachel brings some serious talent to Nashville. During my week there, she is the only musician I truly felt had next level potential.

[$P🅰️CEMOB @SPACEMIKE320]

The kind of inflection point and team I invest in! $ZETA

[Investor Denis @InvestorDenis]

A reminder that $ZETA targets total dilution to be 3-4% in 2026, down from 15% in 2024.

1% is stock options.

2% is Performance Stock Units.

These are equity-based compensation awarded to employees and executives only if the company hits specific performance milestones.

The low dilution is another sign of approaching profitability.

Long $ZETA.

[$P🅰️CEMOB @SPACEMIKE320]

Cannot stop buying this glorious dip!

Loading the fucking boat on $ZETA and $SOUN

HOLDING $ASTS STRONG!! LFG

[Wealthmatica @wealthmatica]

@ManuInvests $ZETA loading..

[$P🅰️CEMOB @SPACEMIKE320]

Stocks are on buy 1 get 1 free!!

[Gublo🇨🇦 @Gubloinvestor]

@RBC please release my money, 4 days hold feels forever 😄

i want to buy this Dip.. $Zeta went below $17 today and i watched it helplessly. i bought it at $22 few days ago. i am missing on pure discount. Release my money 😄

[$P🅰️CEMOB @SPACEMIKE320]

I personally sold all my bitcoin during peak 120k range. Everyone has been saying it’s going much higher. I will load the boat at $45k-$55k range and hold long.

Only way I would ever consider getting back in

[$P🅰️CEMOB @SPACEMIKE320]

@UkLushi @Apple @Microsoft Shorts can have half my shares at $35 other half at $50

[$P🅰️CEMOB @SPACEMIKE320]

IMO $SOUN is a 5-10x from here by 2030.

I have the same conviction here as my $ASTS, $RKLB, $ARCH, and $BBAI positions

Though 90 plus percent of my self managed funds are in $ASTS

I am buying more $SOUN @SoundHound at open on Monday!!

[Defi Dino @defi_dino]

$SOUN VISION

$FLY $CCCX $ALT let’s continue

[$P🅰️CEMOB @SPACEMIKE320]

@SoundHound

$SOUN SHORTS ABOUT TO BUY SHARES BACK IN THE $30s.

#SLURRYBLURRYCULT

[Evan @StockMKTNewz]

🇺🇸 President Trump just said:

The United States stock market will double in a short period of time

[$P🅰️CEMOB @SPACEMIKE320]

$SOUN

CHEERS TO THE TEAM! @SoundHound

[TENET RESEARCH @tenet_research]

$SOUN - SoundHound AI Partners With Leading Technology Advisory Firm, Bridgepointe Technologies to Expand Enterprise AI AdoptionBridgepointe’s network of expert tech advisors – trusted by over 12,000 companies – will accelerate the adoption and implementation of SoundHound’s AI agent platform, Amelia 7, and Autonomics solution

[$P🅰️CEMOB @SPACEMIKE320]

@sama

Bring it public ASAP with reverse merger in @SoundHound $SOUN

[George Noble @gnoble79]

OPENAI IS FALLING APART IN REAL TIME

I've watched companies implode for decades.

This one has all the warning signs.

OpenAI declared "Code Red" in December.

Altman sent an internal memo telling employees to drop everything because Google's Gemini 3 is eating their lunch. Salesforce CEO Marc Benioff publicly ditched ChatGPT for Gemini after using it for two hours.

ChatGPT traffic fell in November. Second month-over-month decline of 2025. Meanwhile Gemini jumped to 650 million monthly active users.

The company that was supposed to build AGI can't keep its chatbot competitive.

But the real story is the money...

OpenAI lost $12 BILLION in a single quarter according to Microsoft's own fiscal disclosures.

Deutsche Bank estimates $143 billion in cumulative negative cash flow before the company turns profitable.

Their analysts put it bluntly: "No startup in history has operated with losses on anything approaching this scale."

They're burning $15 million per day on Sora alone.

$5 billion annually to generate copyright-infringing memes.

Even Sora's lead engineer admitted the "economics are currently completely unsustainable."

Here's the big math problem nobody wants to discuss:

It's going to cost 5x the energy and money to make these models 2x better.

The low-hanging fruit is gone.

Every incremental improvement now requires exponentially more compute, more data centers, more power.

Reports suggest OpenAI's large training runs in 2025 failed to produce models better than prior versions.

GPT-5 launched to widespread disappointment. Users called it "underwhelming" and "horrible." OpenAI had to restore GPT-4o within 24 hours because users preferred the old model.

Altman had promised GPT-5 would make GPT-4 feel "mildly embarrassing." Instead, users complained it was worse at basic math and geography.

They've released GPT-5.1, GPT-5.2 since.

Same complaints each time: too corporate, too safe, robotic, boring.

The talent exodus makes this even worse:

CTO Mira Murati. Gone.
Chief Research Officer Bob McGrew. Gone.
Chief Scientist Ilya Sutskever. Gone.
President Greg Brockman. Gone.

Half the AI safety team departed. Multiple executives reportedly cited "psychological abuse" under Altman's leadership.

And now Elon Musk is suing for up to $134 billion.

A federal judge just ruled the case goes to jury trial in April. There's "plenty of evidence" that OpenAI's leaders promised to maintain the nonprofit structure that Musk funded.

Musk provided $38 million in early funding based on those assurances. Now he wants his share of the $500 billion valuation.

OpenAI called it "harassment." But the judge disagreed.

Here's what I think happens next:

The AI hype cycle is peaking.

The diminishing returns are becoming impossible to hide.

Competitors are catching up.

The lawsuits are piling up.

OpenAI needs to generate $200 billion in annual revenue by 2030 to justify their projections.

That's 15x growth in five years while costs keep exploding.

Even Sam Altman admitted investors are "overexcited" about AI.

His exact words: "Someone is going to lose a phenomenal amount of money."

If I were running an AI startup with good traction right now, I'd be looking for an exit. Sell into the hype before the music stops.

My positioning:

I'm not touching OpenAI-adjacent plays at these valuations. The risk profile is astronomical.

If you're exposed to the Magnificent 7 through AI infrastructure bets, consider trimming. The gap between promised revolution and delivered reality has never been wider.

The smart money is rotating into sectors where valuations actually reflect fundamentals.

Small and mid-caps are trading near decade lows relative to Big Tech while earnings growth is only marginally lower.

Markets can price risk. But they can't price chaos.

And OpenAI is chaos dressed up in a $500 billion valuation.

[$P🅰️CEMOB @SPACEMIKE320]

@SoundHound @Apple

Amelia!

A hot name! Protect our data!

$SOUN

[Shishir @ShishirShelke1]

Apple’s branding game is unbeatable.

Tablet - iPad
Bluetooth tracker - AirTag
File Sharing - AirDrop
Video Calls - FaceTime
Wireless Earbuds - AirPods
Face Recognition - Face ID
Fingerprint scanner - Touch ID
Magnetic charging - MagSafe
AI - Apple Intelligence

Everyone ends up using their words. That’s where they win.

[$P🅰️CEMOB @SPACEMIKE320]

Hell yeah!

Amelia in Orlando tomorrow shorts!

Shorts are wondering if it is the @Uber @RichtechRobots @TomTom @OpenTable or @salesforce partner that will send them straight to the hot box!

You will sweat…history always repeats itself. The trump taco 🌮 is on again!!! $SOUN

[SoundHound AI @SoundHound]

Heading to Orlando next week? 🌴

Stop by SoundHound's booth #303 at Customer Contact Week for live demonstrations of agentic, voice-first AI agents for call centers and to speak with our team of experts!

See you there: https://t.co/sSmZ8qfIqo 👋

[$P🅰️CEMOB @SPACEMIKE320]

Connect the dots!

Something the $SOUN SHORTS FAILED AT!

@SoundHound @Uber @TomTom

All speculation, but IMO that’s how you get in early!

[$P🅰️CEMOB @SPACEMIKE320]

@POTUS

Let’s put a ban on body cameras for all law enforcement, fire, and EMS.

Thank you!

[$P🅰️CEMOB @SPACEMIKE320]

Longest range @LucidMotors

Equipped with the best voice AI @SoundHound

Partnered with @Uber for autonomous

And @TomTom for navigating

Get me to @RichtechRobots coffee shop for a beverage!!!

As always fuck the shorts $SOUN

[Lucid🚀🚀 @rocckolucid23]

King #LucidAir 2026 Longest Range.
$LCID

[$P🅰️CEMOB @SPACEMIKE320]

@elonmusk

A billion dollars, just 1 of the 720 he has.

And we will do great things in the north east!

[DogeDesigner @cb_doge]

You are sitting next to Elon Musk, what would you ask him?

[$P🅰️CEMOB @SPACEMIKE320]

Thought AI was obsolete. HAHAHA

JUST GETTING STARTED!!

Just make sure you invest in the future winners!

[Stocktwits @Stocktwits]

$SNDK is up over 725% in the last year 🤯

[$P🅰️CEMOB @SPACEMIKE320]

$SOUN

@SoundHound SHOUTOUT to an AMAZING TEAM with so many accomplishments in the past, and such a bright future ahead. Cheers to commercialization - hardcore!!

[SoundHound AI @SoundHound]

Every year, the Consumer Technology Association releases its #CES Trends to Watch, spotlighting the forces shaping the year ahead.

SoundHound is excited to be recognized as part of the broader intelligent transformation trend — powered by #AgenticAI.

👉https://t.co/8CwtDRhhNV

[$P🅰️CEMOB @SPACEMIKE320]

@SoundHound Congratulations! The Pizza Hut demo is the best!

[$P🅰️CEMOB @SPACEMIKE320]

@mcuban Our local place is charging people $300 to get a blood draw. 🩸 And they are not up front about these costs. So it’s all on the consumer. Like being at a grocery store with not price tags. Big time scum bags. And we would have support of the majority. So many self insured INCs.

[$P🅰️CEMOB @SPACEMIKE320]

@mcuban @mcuban if you are down to fly up to the northeast for a pitch and possible investment. This pitch is one of a kind, and it’s a topic of setting healthcare pharmaceuticals, and the monopolies straight!

Let’s grab lunch, and change the USA 🇺🇸 together!