@MF_Camillus LBM_LXXVIII

LBM_LXXVIII posts on X about ai, $app, applovin, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [------] -63%
[--] Month [-------] +2,322%
[--] Months [-------] -88%
[--] Year [---------] +3,549%

Mentions: [--] #

[--] Month [---] +400%
[--] Months [---] +147%
[--] Year [---] +98%

Followers: [-----] #

[--] Week [-----] +3.20%
[--] Month [-----] +21%
[--] Months [-----] +35%
[--] Year [-----] +390%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 58.88% technology brands 42.06% finance 31.78% cryptocurrencies 4.67% social networks 3.74% currencies 2.8% financial services 1.87% countries 1.87% events 0.93% gaming 0.93%

Social topic influence ai 27.1%, $app 23.36%, applovin 14.95%, business 9.35%, in the 8.41%, $nvda 6.54%, liquidity 6.54%, claude code #384, $ddog #43, $pltr 5.61%

Top accounts mentioned or mentioned by @nietschecapital @midnightcaptl @darioamodei @mfcamillus @thevalueist @secgov @tickerplus @danielsloeb1 @tobi @simonsande34077 @bgurley @longrmb @raydalio @tshirtnjeans2 @bluegrassfunds @saasycto @marcelolima @midnight_captl @bcherny @capitalwatchnow

Top assets mentioned AppLovin Corporation (APP) NVIDIA Corp. (NVDA) Datadog Inc (DDOG) Palantir Technologies Inc. (PLTR) Crowdstrike Holdings Inc (CRWD) Zscaler Inc (ZS) Sandisk Corporation (SNDK) MongoDB, Inc. (MDB) Snowflake Inc. (SNOW) Unity Software Inc. (U) Alphabet Inc Class A (GOOGL) Cloudflare, Inc. (NET) Rubrik, Inc. (RBRK) Okta Inc (OKTA) Micron Technology, Inc. (MU) Metadium (META) Western Digital Corp (WDC) Morgan Stanley (MS) Reddit, Inc. (RDDT) Salesforce Inc (CRM) Shopify Inc (SHOP) Roblox Corp. (RBLX) Bitcoin (BTC) JPMorgan Chase (JPM) Broadcom, Inc. (AVGO) Atlassian Corporation PLC (TEAM) Costco Wholesale Corporation (COST)

Top Social Posts

Top posts by engagements in the last [--] hours

"Not exactly right: You change one volatility regime (high vol low Sharpe high CAGR low leverage) for a much less stationary one: - low vol 90% of the time - low unlevered return but vol drops faster = high Sharpe - ttl return is reverse engineered: how much leverage do I need to reach my target considering this high Sharpe Problem with that is the remaining 10% of the time when vol explodes (quant quakes)but the losses in such cases are left for investors Conclusion: you only do that with someone elses $$ 😃 You can eat risk-adjusted returns you just need to spice them up with leverage"
X Link 2026-02-13T22:06Z [----] followers, [----] engagements

"Too ambitious for someone who is allegedly afraid to invest in compute isnt it @bcherny $NVDA Its so hard to contrast Boris take with Darios claim that: software engineering is fully automated by [----]. You might have the 0.01% engineer left over but that's it the job is finished. Why does Dario keep making such insane claims Its so hard to contrast Boris take with Darios claim that: software engineering is fully automated by [----]. You might have the 0.01% engineer left over but that's it the job is finished. Why does Dario keep making such insane claims"
X Link 2026-02-15T08:03Z [----] followers, [---] engagements

"How do you reconcile a forecast for reaching trillions in revenue in the coming years (country of geniuses) with alleged reluctance to invest Great interview but would have been even better if Dario wasnt more worried about justifying his business decisions than about being coherent The @DarioAmodei interview. 0:00:00 - What exactly are we scaling 0:12:36 - Is diffusion cope 0:29:42 - Is continual learning necessary 0:46:20 - If AGI is imminent why not buy more compute 0:58:49 - How will AI labs actually make profit 1:31:19 - Will regulations destroy https://t.co/qsFoNMAy2t The @DarioAmodei"
X Link 2026-02-15T08:54Z [----] followers, [---] engagements

"A lot of software names got decimated even though AI is a massive tailwind for them $NET is a clear example but also cybersecurity names like $RBRK $ZS identity players like $OKTA and essential data infrastructure names like $DDOG $MDB $SNOW All of them are critical / domain specific solutions that cant be vibe coded and will see increased demand from AI The across the board / one size fits all / everyone is Salesforce software de-rating is W St at its dumbest Research $NET: Why Cloudflare Benefits From Clawdbot Clawdbots core networking requirement is the ability to perform high-frequency AI"
X Link 2026-01-27T13:32Z [----] followers, [----] engagements

"and the question remains: so fckng what At this point looks like an issue for the courts. Just bizarre that you claim not to be financially motivated when $APP stock price collapsed 25% in the [--] days PRIOR to the release of your "report" Saying it is just a coincidence is calling the @SECGov stupid Let the digging and legal processes begin. https://twitter.com/i/web/status/2016499122761576801 https://twitter.com/i/web/status/2016499122761576801"
X Link 2026-01-28T13:10Z [----] followers, [---] engagements

"Allow me to spell it out to slow kids who are still struggling to understand the obvious: AI is a once in a lifetime technological revolution that will naturally suck liquidity from other asset classes Precious Metals Crypto Emerging Markets () are both capital misallocation and a massive waste of time $NVDA $QQQ $MU starting last June bitcoin has bizarrely become the only asset that drops the more liquidity central banks inject https://t.co/stQ2mnQYhi starting last June bitcoin has bizarrely become the only asset that drops the more liquidity central banks inject https://t.co/stQ2mnQYhi"
X Link 2026-01-31T22:19Z [----] followers, [---] engagements

"The key message here for macro tourists is: Fed balance sheet will either not change meaningfully from here or bank regulation will have to change first reverting part of the regulatory overhead that came after the GFCthat would allow the system to function with substantially less reserves And that would also be extremely good for risky assets The rest is another nonsensical macro narrative poised to fail A decent write-up on liquidity plumbing Bank regulation tradeoffs and how things changed after the GFC This is an attempt to fight the next macro narrative which is already taking hold Going"
X Link 2026-02-02T03:28Z [----] followers, [---] engagements

"$APP by Adam: "Here is the reality. Advertisers on our platform are currently spending well over $11 billion dollars annually on media and that number has grown meaningfully since we disclosed it in Q1 [----]. To put that into perspective advertisers spend more on AppLovin than they do on Pinterest Snapchat and Reddit combined. More importantly the vast majority of dollars on our platform are spent on a performance basis. Advertisers are acquiring customers and generating revenue that exceeds their advertising costs. If they do not spend stops immediately. This distinction matters. Axon is not"
X Link 2026-02-02T16:19Z [----] followers, [----] engagements

"why $APP is probably going to $1000 soon: "Many of our advertisers are profitable self-funded businesses where cash flow is critical. If Axon did not deliver measurable returns these advertisers would stop spending quickly. The persistence and growth of spend is the strongest validation of the business model. Axon scales because it allows advertisers to become arbitrageurs themselves. They deploy capital the system prices opportunity and profits are shared." $APP cont'd: "This leads to a fundamental misunderstanding regarding DSPs (demand side platforms). Occasionally an advertiser will tell"
X Link 2026-02-02T16:29Z [----] followers, [----] engagements

"@tickerplus [--] problems with this argument: 1- first and foremost putting $U and $APP on the same basket.just don't 2- overlooking the fact that 75%+ of inventory purchases by AXON takes place on MAX 3- clearly too early to tell what META's intentions really are"
X Link 2026-02-02T18:17Z [----] followers, [---] engagements

"Final comment on $APP: Stock is close to 40% off the highs having lost nearly 1/3rd of its value just in the last month And the only thing truly behind it seems to be a $META related rumor that even if true would probably take some time to show up on $APP numbers and wd quite possibly barely be noticeable AppLovin reports earnings in 9d: risk x reward looks disproportionately good Going short into it looks like utter madness. DYOR why $APP is probably going to $1000 soon: "Many of our advertisers are profitable self-funded businesses where cash flow is critical. If Axon did not deliver"
X Link 2026-02-02T19:41Z [----] followers, [----] engagements

"On his blog yesterday Adam mentioned $APP is an advertising business that doesn't rely on owning a consumer traffic property That's obviously right but MAX is actually a close substitute: MAX though answering for a much smaller share of AppLovin's revenues compared to AXON is the strategic foundation and distribution engine that makes AppLovins ad business possible.just the way IG works for Metas ads Both IG and MAX are: 1- A choke point for inventory + data 2- A way to get tremendous leverage over the ad stack that sits on top (Metas ads / AppLovins AXON) 3- A significant barrier for comp."
X Link 2026-02-03T14:16Z [----] followers, [----] engagements

"How wd u explain $PLTR a software company at rule of [---]. There will always be domain experts.really dont think $JPM wd trust its cybersecurity stack to unsupervised agents for instance Think we are at peak hysteria now with a vry strong help of bad seasonality and Fed uncertainty https://twitter.com/i/web/status/2018711641685184717 https://twitter.com/i/web/status/2018711641685184717"
X Link 2026-02-03T15:42Z [----] followers, 14K engagements

"Not Hock Tan's biggest fan but if the reason for $AVGO selloff today is "folks will vibe-code VMware" it's a solid buy here As much as it was a solid sell above $400 in the last ER"
X Link 2026-02-03T17:30Z [----] followers, [---] engagements

"not sure $EWY doing pretty well $SNDK $STX and $WDC doing gd too. I saw these news earlier if you read carefully it's a defensive move by China to try and make sure they won't face shortages for consumer devices (as DRAM capacity is getting redirected from that to HBM).not meant to pose challenges to SK or MU $NVDA earnings will be key trigger to shake that trade I think https://twitter.com/i/web/status/2018755887922385211 https://twitter.com/i/web/status/2018755887922385211"
X Link 2026-02-03T18:38Z [----] followers, [---] engagements

"The idea that your 5yo son will vibe-code a cybersecurity solution before AI developers at CrowdStrike Zscaler Palo Alto () can use the same tools to make sure their solutions remain Gold standard and ever more indispensable (especially as AI engineered attacks go viral) is just for lack of a better term retarded Same logic applies to a number of other Software domainsthe best candidates to keep the lead with the help of AI are the domain experts of today: they have the data the expertise the platforms the business vision Mkt will go back to its senses I like a good well based contrarian view"
X Link 2026-02-04T05:38Z [----] followers, [----] engagements

"Grok: Incumbents with real moats are positioned to benefit significantly Proprietary data / context / workflows Think CrowdStrike (years of breach telemetry) Palantir (domain-specific integration + classified/gov data) or even Meta/Datadog/Snowflake (network effects + proprietary usage data). These are very hard for outsiders to replicate even if coding is now cheap/fast Ecosystems and switching costs Large platforms (Microsoft Salesforce ServiceNow) are aggressively pushing agentic offerings themselves (e.g. Agentforce) legitimizing the category while using scale to integrate/deploy at"
X Link 2026-02-04T09:52Z [----] followers, [----] engagements

"Level of ignorance in this mkt is in unchartered territory.just unbelievable 1- CloudX announced a $30m Series A in November [----] led by Addition specifically to rebuild mobile ad monetization for the AI era.these news have been around for at least [--] months now 2- CloudX describes itself as Ad infrastructure for the intelligence era a supply-side platform for mobile and AI publishers.it will at best try to compete with MAX not AXON (which is AppLovin profit engine) Mkt has gone completely nuts.$400 for $APP ahead of earnings next week is bizarre $APP and $U are lower after AdExchanger wrote"
X Link 2026-02-04T14:31Z [----] followers, [----] engagements

"Some more color on this new AppLovin drama (as it is an old story recycled I label it as a hit piece: 3rd one just this year someone must be putting a lot of energy on this): Scale gap between CloudX and MAX (APP's SSP) is enormous: MAX sits on 1.5B DAUs and is used by a majority of top-grossing games. (AppLovins own materials / SensorTower studies put MAX at 50%+ mediation share in gaming) CloudX is a brand-new startup with a $30m Series A (quite likely with $APP as an investor) still in early go-to-market As an advertiser you dont rip out your ad stack on a whim when its printing real"
X Link 2026-02-04T15:19Z [----] followers, [----] engagements

"Now leaving technical aspects of the AdTech mkt aside lets say the quiet part out loud: Just in the past [--] weeks AppLovin was targeted by [--] hit pieces: one more nonsensical than the previous one opportunistically cascaded one after another.let's recap: (1) a short report coming straight out of Chinese cartoons (@CapitalwatchNow tks vm) followed by (2) the nonsensical "META will bid inventory to the moon" conspiracy theory and now (3) ppl found out that an SSP start-up launched a funding round [--] months ago and thought it wd be a nice overlay to the whole story The [--] individual stories spread"
X Link 2026-02-04T16:14Z [----] followers, [----] engagements

"Honestly it's all so childish that it's embarassing And again: the time to make a fuss of CloudX wd have been [--] months ago when they announced a $30m Series A clearly stating their SSP goals.not today $APP Is $APP actually down because of pending CloudX GA launch or am I missing something Friendly reminder there are several other mediation platforms (with an established customer base and multiple offerings) out there that cant even create static against MAX market share. Did Is $APP actually down because of pending CloudX GA launch or am I missing something Friendly reminder there are several"
X Link 2026-02-04T17:06Z [----] followers, [----] engagements

"From someone who understands the adtech business and in line with what I said abt Genie when it came out: Obviously a clear positive for $APP It is actually quite shocking that its not absolutely clear but these are the times we live in I saw that Morgan Stanley report citing Google Genie as a concern to $APP. Cmon folks youre better than that. You have to lack a fundamental understanding of what AppLovin actually does in order to draw anything but a positive outcome for AppLovin as a result of the release. I saw that Morgan Stanley report citing Google Genie as a concern to $APP. Cmon folks"
X Link 2026-02-05T17:15Z [----] followers, [----] engagements

"@Midnight_Captl Oracle financial department completely screwed up 1st didn't clearly communicate FCF dynamics when they gave the 5y rev guidance then kept buying back shares until months before announcing a 20bn equity offering totally lost"
X Link 2026-02-05T20:21Z [----] followers, [---] engagements

"Digital advertising is dead $RDDT $APP $RDDT (Bloomberg) -- Reddit reported revenue for the fourth quarter that beat the average analyst estimate. FOURTH QUARTER RESULTS Revenue $725.6 million +70% y/y estimate $666.7 million (Bloomberg Consensus) Advertising rev. $690 million +75% y/y estimate $630.3 million $RDDT (Bloomberg) -- Reddit reported revenue for the fourth quarter that beat the average analyst estimate. FOURTH QUARTER RESULTS Revenue $725.6 million +70% y/y estimate $666.7 million (Bloomberg Consensus) Advertising rev. $690 million +75% y/y estimate $630.3 million"
X Link 2026-02-05T21:15Z [----] followers, [----] engagements

"Not a shareholder but $TEAM is the first clear evidence in this earnings season that domain experts are the most likely ones to take advantage of the AI agentic tools hitting the mkt Not the random guy on the street.ppl who actually know their businesses but had to waste vast amounts of time and resources with coding so far $TEAM Q2 [----] earnings: Cloud Breaks $1B Barrier RPO Acceleration Steals the Show Atlassian delivered a potent quarter marking its first-ever $1 billion Cloud revenue quarter (+26% YoY). The standout metric was Remaining Performance Obligations (RPO) which accelerated to"
X Link 2026-02-05T22:53Z [----] followers, [----] engagements

"Hate using $CRM as an example because Bernioff seems to be the wrong person in charge for the momenttoo reactive and too fckng rich to really care Take another oneI like using the cybersecurity space because of its criticality so take CrowdStrike for instance They have been using AI for breach pattern recognition from the beginningthe notion that somehow they will just sit on their hands while a bunch of MIT PhDs armed with Claude Code makes better XDR solutions is laughable to meno matter how much it fits the narrative and the px action Further: some of these MIT PhDs who want to get"
X Link 2026-02-06T07:16Z [----] followers, [----] engagements

"Hardware top picks IMHO: $NVDA $SNDK $MU $LITE Keep a close eye on the 2nd.the sole reason why it is trading where it is despite (1) the absolute blowout of a qtr they just reported and (2) every single NAND customer out there complaining abt memory shortages (listen to Cristiano Amon yest) is probably $WDC upcoming shares divestment https://twitter.com/i/web/status/2019715913667289288 https://twitter.com/i/web/status/2019715913667289288"
X Link 2026-02-06T10:12Z [----] followers, [---] engagements

"A must listen for AppLovin shareholders especially ahead of earnings this Wed $APP is not $CRM or $NOW and if there is someone well positioned to lean on AI to increase even more its share of advertising dollars thats almost surely AppLovin On Applovin Ecommerce Ads $APP. (From Ecommerce Playbook podcast [--] weeks ago.) ** "So a couple things number one: it turned out to be the third the third largest investment out of all the channels that we that we run for our clients over that period Black Friday which is On Applovin Ecommerce Ads $APP. (From Ecommerce Playbook podcast [--] weeks ago.) ** "So"
X Link 2026-02-08T07:28Z [----] followers, [----] engagements

"If this is how Third Point is using the powerful AI tools now available the inconvenient truth for @DanielSLoeb1 is that Third Point itself ranks pretty high in the disruption risk scale Asset managers job sums up to leaning on vast amounts of macro/micro data to build an optimal portfolio under certain risk constraints with a performance objective in mind AI can pretty much massively improve every single step of the investment process: from data collection cleaning analysis to algorithms elaboration of investments thesis risk management PnL attribution and even execution If the best use for"
X Link 2026-02-08T08:05Z [----] followers, [----] engagements

"But @DanielSLoeb1 asked chatGPT what companies will face AI competition and it said AI can write softwareare you sure @djpersia 🤦🏻♂ Seriously thats his edge: a chatGPT subscriptionI imagine a lot of short selling is currently happening on the back of similarly sloppy processes Databricks @djpersia says anyone claiming you can just vibe code any software you need isnt actually in the business of using software in production. Build is easy - maintaining and sustaining it is hard. If I can Id much rather buy than build. For things like my CRM https://t.co/t1yQb8Md4c Databricks @djpersia says"
X Link 2026-02-08T09:40Z [----] followers, [---] engagements

"No comments needed $APP"
X Link 2026-02-09T07:33Z [----] followers, [----] engagements

"Last thing on this subject actually an interesting observation (anyone can try it): I hate this process but take any Software company (AppLovin for instance) and make a prompt to chatGPT as lazy as "Is it at risk of being disrupted by AI" These mass adoption AI assistants are usually not adversarial and highly risk-averse so it will give a conservative answer in the lines of "Medium-High AI disruption risk" Now make a slightly less lazy prompt like: "Prepare a comprehensive bottom-up study for AppLovin clearly evaluating AI impacts on each of its business lines. Pls present a clear rational"
X Link 2026-02-09T11:08Z [----] followers, [----] engagements

"Who wd have imagined data infrastructure software companies should be big beneficiaries of AI right What a head scratcher.🤡🤡 $DDOG A lot of software names got decimated even though AI is a massive tailwind for them $NET is a clear example but also cybersecurity names like $RBRK $ZS identity players like $OKTA and essential data infrastructure names like $DDOG $MDB $SNOW All of them are critical / A lot of software names got decimated even though AI is a massive tailwind for them $NET is a clear example but also cybersecurity names like $RBRK $ZS identity players like $OKTA and essential"
X Link 2026-02-10T13:16Z [----] followers, [----] engagements

"Olivier Pomel could have knocked it out of the park on $DDOG earnings call especially with the new 8-figure deal with Anthropic He chose to be humble and allow things to play out.the level of confidence is off the charts Datadog will probably significantly beat & raise every Qtr this year Who wd have imagined data infrastructure software companies should be big beneficiaries of AI right What a head scratcher.🤡🤡 $DDOG Who wd have imagined data infrastructure software companies should be big beneficiaries of AI right What a head scratcher.🤡🤡 $DDOG"
X Link 2026-02-10T14:11Z [----] followers, [----] engagements

"It is really almost as if despite all the "vibe-selling" data infrastructure S/W companies really are AI beneficiaries Shocking. $NET A lot of software names got decimated even though AI is a massive tailwind for them $NET is a clear example but also cybersecurity names like $RBRK $ZS identity players like $OKTA and essential data infrastructure names like $DDOG $MDB $SNOW All of them are critical / A lot of software names got decimated even though AI is a massive tailwind for them $NET is a clear example but also cybersecurity names like $RBRK $ZS identity players like $OKTA and essential"
X Link 2026-02-10T21:21Z [----] followers, [----] engagements

"This is all true and presents a big opportunity as $SNDK is basically back where it was before the absolute blowout of a quarter they recently reported But what gives more confidence on it is understanding the reason why gains were erased (not tied to fundamentas at all) SanDisk was spun off from $WDC on q1/25 and the latter still owns a 7.5m shares stake in $SNDK On Western Digitals most recent earnings call (Q2 FY2026) management addressed the remaining SanDisk stake directly: - WDC said it intends to monetize the shares before the one-year anniversary of the separation. Since the"
X Link 2026-02-11T06:14Z [----] followers, [----] engagements

"Anyone who currently uses Claude Codex etc knows pretty well how much of a bottleneck memory still is $MU $SNDK $MU : Morgan Stanley raises $ reiterates Analyst points to intensifying DRAM shortages and sharp DDR5 pricing momentum seeing further pricing upside through [----]. https://t.co/axf70Oczz7 $MU : Morgan Stanley raises $ reiterates Analyst points to intensifying DRAM shortages and sharp DDR5 pricing momentum seeing further pricing upside through [----]. https://t.co/axf70Oczz7"
X Link 2026-02-11T11:31Z [----] followers, [----] engagements

"This company is down 10% today Beats across the board re-accelerating growth into low 30s for the full [----] year extremely well positioned for agentic e-commerce Now ppl might be selling whatever is listed in the US because they hate Trump but keep [--] thing in mind: $SHOP is a Canadian company with 40% of revenues coming from outside the US Just bizarre.🤣🤣 $SHOP Q1 [----] is expected to grow in the low 30% rate on a YoY basis 🔥 $SHOP Q1 [----] is expected to grow in the low 30% rate on a YoY basis 🔥"
X Link 2026-02-11T15:51Z [----] followers, [---] engagements

"@Nietschecapital nonsense comparison completely different companies Shop btw is a huge source of demand for axon"
X Link 2026-02-11T15:59Z [----] followers, [--] engagements

"@tobi still ppl look conviced someone will "vibe-code" a $SHOP killer anytime now 🤡"
X Link 2026-02-11T17:01Z [----] followers, [---] engagements

"@Midnight_Captl @SimonSande34077 funny thing is: where are the pundits calling THAT a bubble if nvda gets close to 30x P/E thats all u hear in finance media 24x7"
X Link 2026-02-11T17:24Z [----] followers, [---] engagements

"Honestly it shouldn't be hard to understand. "It shouldn't surprise anyone that they're spending all of their calories on making their product better for their customers -- not trying to vibe code their own CRM. Just. doesn't. make. sense." $IGV Just wrapped up the @HubSpot ($HUBS) Q4 [----] earnings call. My thanks to the entire HubSpot team for delivering another great quarter. My special thanks to the [----] new customers that have put their trust in HubSpot's agentic customer platform. (Yes you read that right we Just wrapped up the @HubSpot ($HUBS) Q4 [----] earnings call. My thanks to the"
X Link 2026-02-12T11:43Z [----] followers, [---] engagements

"yeah this sums it up pretty well: "It shouldn't surprise anyone that they're spending all of their calories on making their product better for their customers -- not trying to vibe code their own CRM. Just. doesn't. make. sense." but I think much of what's going on right now is kind of a macro driven liquidity squeeze (curse of Midterms years noisy Fed transition etc) https://twitter.com/i/web/status/2021982363765379266 https://twitter.com/i/web/status/2021982363765379266"
X Link 2026-02-12T16:18Z [----] followers, [---] engagements

"ciclicality so far a repetition of Midterms year of the 1st Trump term: rewind the tape back to Feb/2018: crazy mkt moves - volmaggedon + liquidation of leveraged short VIX positions history doesnt repeat but oh boy does it rhyme. ps: gd news is that this short term liquidity squeeze shall pass.just like in Feb/18 When Buffett said that markets can move in crazy ways this is what he meant. A trucking company: https://t.co/brwyKjwkSR When Buffett said that markets can move in crazy ways this is what he meant. A trucking company: https://t.co/brwyKjwkSR"
X Link 2026-02-12T19:27Z [----] followers, [---] engagements

"All coding tools available (Claude Code Codex etc) are great for people who know what they want and have a conceptual model with solid theoretical grounding in mind Otherwise it's the biggest example of GIGO (Garbage-In Garbage-Out) there ever was: Make a garbage prompt and you will get back a great code that will give garbage results.basically garbage on a luxurious wrap What is interesting is that far too many ppl (especially on W St) who never coded anything in their lives ignore that simple concept: great coding is a necessary/not sufficient condition for a great outcome.and that's"
X Link 2026-02-13T12:20Z [----] followers, [--] engagements

"Anyone vibe-coding without knowing what they are doing can be almost sure of [--] things regarding the code they are getting: 1- its perfectly written 2- its 100% useless All coding tools available (Claude Code Codex etc) are great for people who know what they want and have a conceptual model with solid theoretical grounding in mind Otherwise it's the biggest example of GIGO (Garbage-In Garbage-Out) there ever was: Make a garbage prompt and All coding tools available (Claude Code Codex etc) are great for people who know what they want and have a conceptual model with solid theoretical grounding"
X Link 2026-02-13T14:06Z [----] followers, [---] engagements

"agreed $APP Unless $APP is a complete fraud I don't see how the stock price isn't at least 1.5x $380 which it is now. https://t.co/0kyLyORb09 Unless $APP is a complete fraud I don't see how the stock price isn't at least 1.5x $380 which it is now. https://t.co/0kyLyORb09"
X Link 2026-02-13T17:45Z [----] followers, [---] engagements

"The fact that it isnt clear is bizarre Imagine putting Codex in the hands of a hacker and a layman (aunt Mary) and expecting the same outcome Insane logic"
X Link 2026-02-13T20:12Z [----] followers, [---] engagements

"If I divide my friends in [--] groups as follows: 1- coding bros 2- finance bros who don't even know what C++ is 3- others (1) is absolutely convinced AI will boost many (not all) software businesses while (2) is convinced S/W is dead and (3) has no idea what's going on (2) is the same group of people who were also convinced that: - Nuclear power was over after the Fukushima accident in 2011; - Remote work was "here to stay" after Covid (2) fits the pattern of ppl who build "strong views" with little to no expertise based solely on headlines on newspapers/tabloids or what they heard a talking"
X Link 2026-02-12T10:39Z [----] followers, 12.2K engagements

"🎯 What strikes me the most is the absolute inability of even questioning the hot narrative du jour I mean $COST could be priced at [--] [--] [---] or even 1000x P/E and the speech would be just the samethats precisely the roadmap to bubbles Thats very disappointing from a guy like @bgurley https://twitter.com/i/web/status/2023520957655027737 https://twitter.com/i/web/status/2023520957655027737"
X Link 2026-02-16T22:12Z [----] followers, [--] engagements

"@Midnight_Captl @Nietschecapital yeah every single dollar of operating cashflow is a starting point (abt $900bn next year) from there think it will depend on demand new use cases (physical AI) etc"
X Link 2026-02-06T18:59Z [----] followers, [--] engagements

"Awesome piece de-bunking lazy/chatGPT prompted SaaSmageddon views Highly recommend $APP $MDB $DDOG $SNOW $CRWD $ZS Having done tons of coding cloud engineering as well as covering the software sector as an equity analyst over the last 15+ years I'm really not seeing a software disruption here. Jensen is focused on boosting the productivity of his workforce which can easily result into Having done tons of coding cloud engineering as well as covering the software sector as an equity analyst over the last 15+ years I'm really not seeing a software disruption here. Jensen is focused on boosting"
X Link 2026-02-09T10:33Z [----] followers, [---] engagements

"It turns out ppl who understand software better (Anthropic for instance) are speaking with their wallets And the message is quite different than what you hear from armchair "software specialists". $DDOG Software is not dead. Grt leaders. Grt companies. Most will hit their numbers. But the terminal value & multiples are lower bc the potential for AI disruption lowers predictability of future cash flows. This only changes if they show how AI is accelerating their core biz. 📈🧐 Software is not dead. Grt leaders. Grt companies. Most will hit their numbers. But the terminal value & multiples are"
X Link 2026-02-11T10:54Z [----] followers, 11.8K engagements

"Agreed LLMs are GIGO machines at scale Know what you are doing and its a game changer However feed it garbage and it will give you garbage wrapped as gold And thats why domain expertise becomes more important than ever If you cut your team to the bare essentials and only to your best producers. This problem evaporates instantly. LLMs is an amplifier. It will amplify slop and it will amplify productive contributions. If your organization is bloated and there are segments producing slop to If you cut your team to the bare essentials and only to your best producers. This problem evaporates"
X Link 2026-02-14T10:41Z [----] followers, [---] engagements

"Legendary @pinheiiirooo 🚀🚀 canalizando // channeling https://t.co/gk1CVF5R8Q canalizando // channeling https://t.co/gk1CVF5R8Q"
X Link 2026-02-14T15:31Z [----] followers, [---] engagements

"Semantic guardrails stupidly simple example 1- Put a series of fictitious quarterly net income numbers on a CSV file make sure some of them are negative 2- Tell Claude Code to write you a simple code that reads the file and shows you sequential growth numbers 3- See what it shows in instances where the number flips from negative to positive 4- Compare that with the country of geniuses in a DC scenariosee how far we are And ppl say you can now vibe-code anything you want🤡🤡 @DarioAmodei The @DarioAmodei interview. 0:00:00 - What exactly are we scaling 0:12:36 - Is diffusion cope 0:29:42 - Is"
X Link 2026-02-15T22:59Z [----] followers, [---] engagements

"Vibe-coding" works beautifully when you already know exactly what correct output looks like and can spot and fix the inevitable garbage It falls apart when you're relying on the model to correctly interpret ambiguous but conventional business concepts without hand-holding @DarioAmodei @sama Semantic guardrails stupidly simple example 1- Put a series of fictitious quarterly net income numbers on a CSV file make sure some of them are negative 2- Tell Claude Code to write you a simple code that reads the file and shows you sequential growth numbers 3- See what Semantic guardrails stupidly simple"
X Link 2026-02-15T23:04Z [----] followers, [---] engagements

"Not that I care for but I also dont care for ppt and I barely care for Excel tbh. Just [--] questions I wd make you: 1- are you a user 2- did you try the vibe-coded version In my experience so far and I have been using coding assistants a lot the more real intelligence you expect from an LLM the more disappointing it is As a matter of fact the level of hand-holding necessary to make it generate useful code sometimes is so big that its almost more convenient to just write the damn code Far far away from anything AGI so far or anything that could have autonomylet alone replace domain experts"
X Link 2026-02-16T03:57Z [----] followers, [---] engagements

"RT @harleyf: [---] commits in [--] days. Meanwhile others CEOs are still in meetings about 'AI strategy.' @tobi showing what real 'founder"
X Link 2026-02-16T19:44Z [----] followers, [--] engagements

"Let me see if I get this straight: so a huntch that a company will be around in 30y should be enough to remove any notion of ceiling from its valuation $WMT a company growing at single digits can be priced at [--] [--] [--] 100x P/E merely because "bro there is no way this company will ever get disrupted" Come on @bgurley. Some shocked that Walmart and Costco have higher multiples than software companies. When so much value is in terminal value the haunting question is will this company be around in [--] years Easy question for Walmart. For more see @mjmauboussin on CAP. Some shocked that Walmart and"
X Link 2026-02-16T21:30Z [----] followers, [---] engagements

"Just take a glimpse at the audience Not in decline definitely an oxymoron Last week I had the honour to hold the #EugenBhmVonBawerkLecture of the Austrian Academy of Sciences. I argued that the narrative that Europe is in decline is misleading and that Europe should unlock the full potential of the Single Market by introducing a #28thRegime. 1/20 https://t.co/9AI95YaqrY Last week I had the honour to hold the #EugenBhmVonBawerkLecture of the Austrian Academy of Sciences. I argued that the narrative that Europe is in decline is misleading and that Europe should unlock the full potential of the"
X Link 2026-02-16T22:16Z [----] followers, [---] engagements

"Putting $APP in the same box as $RBLX and $TTWO just shows plain ignorance by Mr mkt. Ppl seem to be just following outdated factor models that still mis-classify AppLovin as a game developer.lazy at best $APP down 10% in sympathy with names like $U $TTWO and $RBLX following the launch of Google's Project Genie a gen-AI "world model" that allows users to create and explore playable interactive virtual environments using simple text or image prompts. 1) $APP has evolved into $APP down 10% in sympathy with names like $U $TTWO and $RBLX following the launch of Google's Project Genie a gen-AI"
X Link 2026-01-30T17:42Z [----] followers, [---] engagements

"CEO of Unity couldn't take such a huge display of tech ignorance by Mr Mkt in silence anymore. And remember: as far as gaming ads go $APP $U AppLovin is an easy 2x from here probably still in h01/26 Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models"
X Link 2026-01-30T17:50Z [----] followers, [----] engagements

"@Nietschecapital @longrmb both stories are nonsense gaming ads is a one man show with the platform opening for self-serv $APP problem wd soon be supply.ask anyone minimally involved in adtech Google's release is a big tailwind"
X Link 2026-01-30T18:20Z [----] followers, [---] engagements

"@longrmb @Nietschecapital Meta will vibe-code an Axon competitor in a couple of days won't they"
X Link 2026-01-30T18:30Z [----] followers, [--] engagements

"For talking heads like @RayDalio so eager to scream "AI Bubble" whenever they have the chance what a monumental FAILURE not to call the clear true bubble that he actually helped inflate by going on roadshows vomiting his "USD de-basement" nonsense These guys want ur attention ur admiration ur subservience your $$.nothing else. Do the thinking by yourself or quit This is a warning to $SLV longs: dont think act You probably made much more $$ than you ever imagined in a trade that just doesnt make sense Liquidate before others do it for you: with this kind of volatility margin calls will get"
X Link 2026-01-30T19:08Z [----] followers, [---] engagements

"$SNDK trading DOWN after the MONSTER numbers they reported yesterday was the top buying opportunity of the day for anyone paying attention (sub 10x P/E [----] valuation EASILY) Some ppl's desperation is other ppl's opportunity"
X Link 2026-01-30T20:52Z [----] followers, [---] engagements

"Ok even if I plug a pretty nasty scenario into AppLovin revenues and EBITDA grid Im looking at maybe mid single digit revenue hit and high single digit EBITDA hit (bear case DYOR) Does that justify a 20% drawdown on top of another 20% drawdown from the short report a week earlier Remember there are a couple of growth levers running in parallel (ecomm self-serv a likely supply explosion from new AI offerings etc) $APP is trading at an extremely attractive valuation right now @MowTrader @MF_Camillus https://t.co/gYyvkRbRRR @MowTrader @MF_Camillus https://t.co/gYyvkRbRRR"
X Link 2026-01-31T11:51Z [----] followers, [---] engagements

"@AnalysisOp @Midnight_Captl @RayDalio thats the ultimate test all PMs should have that experience before being allowed to manage $$ from other ppl"
X Link 2026-01-31T17:24Z [----] followers, [--] engagements

"Not a high bar Average IQ on @moltbook is higher than average IQ on @Reddit Average IQ on @moltbook is higher than average IQ on @Reddit"
X Link 2026-01-31T22:50Z [----] followers, [---] engagements

"@0xfdf Thats called regulatory capture Disingenuous way of raising the bar for new comp while coming out as the thoughtful guys"
X Link 2026-01-31T22:57Z [----] followers, [---] engagements

"@OneHotCode1 @investingidiocy Yup the crash hasnt even started Still a long way to go indeed"
X Link 2026-01-31T22:59Z [----] followers, [---] engagements

"A decent write-up on liquidity plumbing Bank regulation tradeoffs and how things changed after the GFC This is an attempt to fight the next macro narrative which is already taking hold Going back to a pre-GFC operating regime would require undoing an entire stack of post-2008 regulation and supervision not just telling the Fed to shrink its B/S. QT alone cannot do it. The B/S is the symptom regulation is the cause. Regulatory checklist [--]. What pre-GFC actually meant Before [----] the system had these defining features: No binding leverage ratio No mandatory liquidity buffers No"
X Link 2026-02-01T22:46Z [----] followers, [--] engagements

"@ser_kingslayer_ I think the mkt is really that idiot these days to be fair the Fed shake-up drove mkt liquidity sharply lower.hence bigger dislocations"
X Link 2026-02-02T15:09Z [----] followers, [--] engagements

"$APP cont'd: "This leads to a fundamental misunderstanding regarding DSPs (demand side platforms). Occasionally an advertiser will tell me they are already accessing our inventory via a third-party DSP. Our business is likely larger than most of the DSPs combined. Access to inventory on MAX reflects competitive auction outcomes; said differently when our advanced models predict high purchaser intent its very unlikely that any other bidder can bid as competitively as us for that user. This closed loop between supply demand and optimization is one of the primary reasons our advertising"
X Link 2026-02-02T16:22Z [----] followers, [----] engagements

"vry few ppl take the time to understand how this business works.as Adam said the fact that $APP doesn't own a consumer traffic property makes it harder to accept how good a business model it is better for the few of us paying attention but most ppl are just trading TA and crap like that. https://twitter.com/i/web/status/2018363193496601028 https://twitter.com/i/web/status/2018363193496601028"
X Link 2026-02-02T16:37Z [----] followers, [---] engagements

"agreed in my models using very bearish assumptions (and ofc assuming this will be a continued effort by $META not a one-off experience) the impact on revenues for $APP wd be low single digits - high single digits on EBITDA stock de-rated 1/3rd so far this year and there are multiple growth vectors offsetting the Meta issue.by all means a massive overreaction imho 9d and we will know better. $APP https://twitter.com/i/web/status/2018400543379489258 https://twitter.com/i/web/status/2018400543379489258"
X Link 2026-02-02T19:06Z [----] followers, [---] engagements

"I have a bunch of semis too but the fact remains: a stock that traditionaly beats/raises/increases buybacks took a massive hit ahead of what will probabky be another blowout quite an awesome setup.if ppl are playing game of chicken to cover shorts or feeling comfy with the px action they will probably learn a hard lesson"
X Link 2026-02-02T19:50Z [----] followers, [---] engagements

"@Nietschecapital easy a sceenshot of the Income Statement is all it takes"
X Link 2026-02-02T22:45Z [----] followers, [---] engagements

"Yes the risk folks are talking about is that higher CPM wd drive ROAS lower and since $APP is 100% performance driven it wd hurt its business more What they forget: what matters is relative performance not absolute Even if ROAS decreases across the board because someone (META) is irrationally bidding all inventory up (they wont but for the sake of argument) AppLovin ROAS wd still outperform If higher CPMs just drives lower ad spend as a whole META wd probably stop bidding inventory up so what I think is missing to folks out there is a better understanding of economics (supply x demand"
X Link 2026-02-03T07:14Z [----] followers, [----] engagements

"- The post counters concerns that rising CPMs (cost per thousand impressions) would erode AppLovin's ROAS (return on ad spend) by emphasizing relative performance: even if absolute ROAS falls industry-wide AppLovin's superior targeting ensures it outperforms competitors - In AppLovin's Q3 [----] earnings call CEO Adam Foroughi explained that higher CPMs from diverse advertisers boost conversions without reducing publisher revenue as pricing ties to outcomesechoing the post's argument that economics favor rational bidding over irrational escalation - Ad tech dynamics per a December [----] Seeking"
X Link 2026-02-03T07:26Z [----] followers, [----] engagements

"I spent most of my career in finance trading Brazil a country that as you know has a non-convertible currency Active discussions on steps to change it were common place with economists and regulators obviously weighing in Keep in mind it wasn't just a theoretical exercise for us.these discussions were held with the intention of helping the implementation of what could be a complete overhaul of FX laws in Brazil However we always stumbled upon what is really the big hurdle to simply turn a ND ccy into Deliverable (a necessary predecessor of reserve status): credibility Credibility is tied to a"
X Link 2026-02-03T14:59Z [----] followers, [---] engagements

"In the middle of all the drama and colective hysteria of the moment I can't help imagining what the domain experts across software will be able to achieve with AI Think Palantir Crowdstrike AppLovin MongoDB. Probably much more than someone using Clawdbot from their basements. @TheValueist How wd u explain $PLTR a software company at rule of [---]. There will always be domain experts.really dont think $JPM wd trust its cybersecurity stack to unsupervised agents for instance Think we are at peak hysteria now with a vry strong help of bad seasonality and Fed @TheValueist How wd u explain $PLTR a"
X Link 2026-02-03T16:08Z [----] followers, [---] engagements

"@pmthn yup your 5yo son apparently can vibe-code a cybersecurity company better than CrowdStrike"
X Link 2026-02-03T19:17Z [----] followers, [--] engagements

"@TShirtnJeans2 $NVDA and $AVGO are falling nearly as much as the IGV software ETF today Not the outcome you wd expect in a world where S/W is getting replaced by agents across the board. Without expressing views or judgment calls what gets clear is: things are not that simple"
X Link 2026-02-03T20:03Z [----] followers, [---] engagements

"Market is a funny animal. It has infinite patience with a notorious overpromising/underdelivering stock like $AMD and infinite disdain for tech titan/profit machine/undisputed leader $NVDA When the tide turns it will probably be violent *AMD 4Q REV. $10.27B EST. $9.65B *AMD 4Q ADJ. OPER MARGIN 28% EST. 25.4% *AMD SEES 1Q REV. $9.5B TO $10.1B EST. $9.39B *AMD 4Q REV. $10.27B EST. $9.65B *AMD 4Q ADJ. OPER MARGIN 28% EST. 25.4% *AMD SEES 1Q REV. $9.5B TO $10.1B EST. $9.39B"
X Link 2026-02-03T22:09Z [----] followers, [----] engagements

"@BluegrassFunds @saasy_cto @TheValueist And my point is that you both clearly dont even have a clue what the valuation of both companies are (let alone what they do) but still seem to have strong opinions on the subject"
X Link 2026-02-04T05:16Z [----] followers, [--] engagements

"@Arronwei3n And still they cant beat guidance even at 1/10th the scale of NV Bummer"
X Link 2026-02-04T05:33Z [----] followers, [---] engagements

"@saasy_cto @BluegrassFunds @TheValueist Crazy interaction here folksopinions like ur net worth are something to keep to yourself You said Palantir has a crazy valuation my simple/objective question to you was: where do you see $PLTR valuation vs its [----] numbers To be even clearer: what is its P/E"
X Link 2026-02-04T07:08Z [----] followers, [--] engagements

"Jensen is on spot again but this response could have been better: So the mental model the mkt created for Software seems to be: "wow a bunch of guys in the basement now have access to Claude Code and will just re-write any applications they want" Big news: the "guys in the basement" are not the only ones with access to these tools. Top developers at each S/W company out there have too but they have something else the guys in the basement don't have: tons of domain-specific data and expertise Lets take the case of CrowdStrike as an example (@George_Kurtz): Falcon is a platform built over the"
X Link 2026-02-04T09:39Z [----] followers, [----] engagements

"@Ad_Quant @roanokecap $APP was already getting killed pre mkt though just when the "news" hit the tapes.hard not to associate one thing with the other unless some whale was getting liquidated even before mkts opened and someone else caught this headline to build a story"
X Link 2026-02-04T19:30Z [----] followers, [---] engagements

"Another victim of current mkt stupidity trading at an attractive price ahead of earnings next week Btw the company is led by one of the brightest software developers out there $SHOP We see a huge % of Shopify GMV at Recharge and our merchants crushed Q4. Thats why SHOP being down 32% this year feels wildly disconnected from reality. I expect Q4 results announced next week to trigger a big rally. Feels like a great time to buy https://t.co/m6O7Uw1Idp We see a huge % of Shopify GMV at Recharge and our merchants crushed Q4. Thats why SHOP being down 32% this year feels wildly disconnected from"
X Link 2026-02-04T23:24Z [----] followers, [----] engagements

"For those not paying attention $PLTR already has a projected [----] PEG ratio close to [----] Thats the result of indiscriminate selling in the S/W sector coupled with accelerating growth One to keep in mind"
X Link 2026-02-05T11:43Z [----] followers, [---] engagements

"Good points.the natural reaction to a sharp drop in a stock price is to look for idiosyncratic stories that fit a causality pattern but it doesn't seem to be the case now [--] things seem to be playing a bigger role here: 1- cyclical patterns: the past [--] midterms years were challenging for mkts (particularly [----] but [----] started with volmaggedon in February and ended with a Fed driven mini bear mkt). Policy uncertainty naturally increases in such years (a change in Fed leadership obviously doesn't help) and risky assets suffer accordingly which leads to point [--]. 2- in times of uncertainty"
X Link 2026-02-05T18:04Z [----] followers, [---] engagements

"Friendly reminder that this is the kind of crap that OF creator @michaeljburry wanted you to buy Thats what he likes: medicaid scams and meme stocks like $GME What he hates Tech monsters like $NVDA and $PLTR Judge for yourself. $MOH Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $11.38B (Est. $10.88B) 🟢 🔹 Adj. EPS: ($2.75) (Est. $0.34) 🔴 🔹 Medical Care Ratio (MCR): 94.6% 🔹 Q4 results burdened by unfavorable retroactive revenue items: $2.00 per share FY Guide: 🔹 Total Revenue: $44.5B (Est. $46.785B) https://t.co/lbSA9ZVlVI $MOH Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $11.38B (Est. $10.88B) 🟢 🔹 Adj."
X Link 2026-02-05T22:15Z [----] followers, [----] engagements

"@BarnieTaintpipe I don't see any comp close in terms of margins + growth not at this scale.all ears if you do And again showing consistency prudence innovation q after q But current macro environment is not friendly for lenders let alone BNPL"
X Link 2026-02-06T00:28Z [----] followers, [--] engagements

"Hate using $CRM as an example because Bernioff seems to be the wrong person in charge for the momenttoo reactive Take another oneI like using the cybersecurity space because of its criticality so take CrowdStrike for instance They have been using AI for breach pattern recognition from the beginningthe notion that somehow they will just sit on their hands while a bunch of MIT PhDs armed with Claude Code make better XDR solutions is laughable to meno matter how much it fits the narrative and the px action Further: some of these MIT PhDs who want to get involved in cybersecurity will probably"
X Link 2026-02-06T07:07Z [----] followers, [--] engagements

"Grok pls weigh in (lots of parrots out there repeating the same lines it feels like an echo chamber.gd to have a different perspective): "The ordinary guy on the street (a complete non-expert with no deep coding or security background) is very unlikely to meaningfully disrupt established cybersecurity firms using today's (early 2026) AI coding agents or agentic tools. Established cybersecurity companies (CrowdStrike Palo Alto Networks SentinelOne Zscaler etc.) are far more likely to widen their moats by aggressively integrating these same AI tools and that's the dominant realistic outcome in"
X Link 2026-02-06T10:21Z [----] followers, [---] engagements

"Blowout earnings from: $RDDT $RBLX and even death-sentenced $TEAM (which btw reinforced 20% growth guidance LT and is now priced below 20x [----] P/E regardless).all software btw Morgan Stanley Lowers $RDDT PT to $240 from $265 - Overweight Analyst comments: "Reddit's 70% 4Q25 y/y revenue growth and 54% growth at the top end of the 1Q guide speak to the company's continued progress across its ad platform and initiatives. We continue to see a long runway https://t.co/A8oBRSDN3o Morgan Stanley Lowers $RDDT PT to $240 from $265 - Overweight Analyst comments: "Reddit's 70% 4Q25 y/y revenue growth"
X Link 2026-02-06T10:35Z [----] followers, [---] engagements

"From $RBLX call: "every day we capture 13k years of humain interaction data on Roblox (.) we are actively using this data to develop and train AI models that continue to bring our vision to life" If it is not clear that THIS is Roblox's moat not the code per se I am not sure what to tell. Btw this also applies to a number of other "software" companies.they should change the name of the sector from "software" to "data" so that "savvy investors" can better understand https://twitter.com/i/web/status/2019730236103905613 https://twitter.com/i/web/status/2019730236103905613"
X Link 2026-02-06T11:09Z [----] followers, [---] engagements

"Not a fan of BTC don't have it and I actually think it poses an unwelcome overlay of systemic risk as the current episode shows But if you are the kind of person who waits for price validation to expose your thoughts you are (1) not really bringing anything to the table and (2) probably just a coward in search of instant gratification @ojblanchard1 On Bitcoin and what happened yesterday. Some assets have a fundamental value for example future dividends for stocks. Most investors buy them based on their assessment of fundamentals. Some assets have no fundamental value or at most a fuzzy one"
X Link 2026-02-06T11:33Z [----] followers, [---] engagements

"This is clearly not the time to prioritize FCF.that's what Apple has been doing.look where it took them This is a critical juncture investments today will secure FCF in the coming years FCF today wd be a bridge to getting disrupted (imagine where Google wd be right now without all the GCP investments and the Gemini release) These companies have the opportunity to finance investments organically (as opposed to what happened in the dotcom).real no brainer https://twitter.com/i/web/status/2019834444127879370 https://twitter.com/i/web/status/2019834444127879370"
X Link 2026-02-06T18:03Z [----] followers, [--] engagements

"@Midnight_Captl @Nietschecapital ppl talk AGI but even if all innovations stopped now we wd continue seeing productivity dividends for a long time so if mkt underestimates use cases of the technology that is already available imagine future breakthroughs.if physical AI takes off all bets are off"
X Link 2026-02-06T19:18Z [----] followers, [--] engagements

"speaking of demand. "According to 3Fourteen Research: GPU availability across major cloud services have dropped immensely in Feb This comes as $META $AMZN $GOOGL have increased infrastructure capex spend immensely. The major victors Neoclouds: $IREN $NBIS and $CRWV are the three with AI cloud offerings There's likely been a new wave of demand shock with new AI models coming out from Opus [---] and others and the demand increase is across the board with newer gens like B200 and older models This is the cumulative effect of capacity constraints now visualized""
X Link 2026-02-06T19:53Z [----] followers, [---] engagements

"You can vibe code any softwareturning into products is a whole different story ive been thinking more and more and I really don't see any company benefiting from vibe coding more than $app. lets say everyone is right that you can just vibe code $rddt and all these no moat social media platforms. how are you going to monetize them and let people know about ive been thinking more and more and I really don't see any company benefiting from vibe coding more than $app. lets say everyone is right that you can just vibe code $rddt and all these no moat social media platforms. how are you going to"
X Link 2026-02-07T09:29Z [----] followers, [---] engagements

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