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@WriteDownCap "@VolaDuck You may be right but my point is if numbers go up you get your face ripped off on these cyclicals just look at $UPWK in the last X months. AI loser until CFO went to a conference and said GSV is inflecting positive then it suddenly became a possible AI winner"
X Link @WriteDownCap 2025-10-16T00:23Z XXX followers, XX engagements

"@FedGuy12 Good for locally sourced IT staffing and employment services firms $ASGN $KFRC $RHI"
X Link @WriteDownCap 2025-09-20T15:12Z XXX followers, XXX engagements

"@siyul $ASGN $RHI $KFRC and any other employment services firms with local labor + DOGE or IT exposure similar to the $BAH long thesis"
X Link @WriteDownCap 2025-09-21T14:44Z XXX followers, XX engagements

"@VolaDuck $MAN results proving my point today just need less shitty prints to get these stocks moving soon theyll be AI beneficiooooories getting all sorts of efficiency gains bc market is dumb like that"
X Link @WriteDownCap 2025-10-16T12:08Z XXX followers, XX engagements

"$CPRT ok numbers this quarter but declining inventory assignments probably implies mid single digit service revenue growth at best. Comps also get pretty tough over the next two quarters. Progressive gaining share means more volumes moving away from Copart towards $RBA at 28x PE this feels pretty rich for slowing topline growth"
X Link @WriteDownCap 2025-09-05T01:52Z XXX followers, 1126 engagements