ValueRant

Brain storming, Not financial Advice.

[ValueRant @valueRant65]

@Jason Definitely

[ValueRant @valueRant65]

@spylieu Any course you provide to learn ?

[ValueRant @valueRant65]

@MapleStax Only if passive with a side job.

[ValueRant @valueRant65]

@heyimgustavo Machines with instructions built them. Same applies to software with prompts.

[ValueRant @valueRant65]

@DiligentPlane Not leaps

[ValueRant @valueRant65]

@Invest_Brandon Tax of 40% of 20k you pay this year ?

[ValueRant @valueRant65]

@smartertrader @smartertrader since when did you start investing and not trading ?

[ValueRant @valueRant65]

But does it really want to start an ad-tech price war when advertising is becoming one of the businesses it increasingly needs to protect margins?

The more valuable ad profits become to Amazon, the less rational aggressive DSP underpricing becomes.

Quietly bullish for $TTD.

[ValueRant @valueRant65]

Interesting second-order beneficiary of NYC’s proposed Delivery Protection Act: $TTD.

If Amazon is forced to directly employ more delivery workers—and similar rules spread to other cities/states—fulfillment costs go up.

[ValueRant @valueRant65]

At the same time:

AI capex ↑
Delivery costs ↑
Retail margins thin
AWS pricing remains competitive

Amazon ideally can’t afford to undercut The Trade Desk on DSP pricing.

[ValueRant @valueRant65]

Tool-based SaaS companies are about to flip the model:
→ Sell AI agents instead of seats
→ Replace armies of config devs
→ Deliver automation at a fraction of the cost
→ Charge for value, not licenses
Even if margins compress short term, revenue per customer explodes.

[ValueRant @valueRant65]

Everyone thinks AI will kill SaaS because “customers will just build it themselves.”
Wrong narrative.
Businesses don’t want to manage stacks.
They don’t want vibe-coded Franken-systems.
They don’t want to hire 10 developers to configure tools.
They want outcomes.

[Watcher.Guru @WatcherGuru]

JUST IN: Netflix $NFLX says it used generative AI for ~300 movies and shows.

[ValueRant @valueRant65]

@michaeljburry

[ValueRant @valueRant65]

@amitisinvesting Missing out AI play here for nflx. Strong engineers/tech talent in the industry. Can hedge on their talent, to use AI to reduce cost and add content fast. Nflx usp is not hit shows. It's a content generation pipeline which feeds watchers.

[ValueRant @valueRant65]

@leadlagreport Before midterms ?

[ValueRant @valueRant65]

$NFLX

[Investment Wisdom @InvestingCanons]

Warren Buffett:

“Stocks sell at silly prices from time to time…it doesn’t take a high I.Q. to figure out that they’re cheap, but it does take a temperament that’s willing to step up and actually act.”

[Bojan Tunguz @tunguz]

Full AI generated feature films are here.

[ValueRant @valueRant65]

This is why $hood doesn't have any moat. No tech moat. WTF is a banking super app and why do we even need that. Simple gamification of trading, not actual investing. UI so alluring to create fomo. It's a data visualization engine for newbies to make them feel like traders

[ValueRant @valueRant65]

I love driving Rivians – design, build, made-in-USA story all click. With RJ Scaringe now spinning up Mind Robotics, $RIVN is starting to look less like ‘just’ an EV maker and more like a long‑term robots + autonomy platform, a quieter parallel to $TSLA.