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@compound248 "This doesn't even count "AI Mode" in Google's core search. $GOOG will use core search to drive as many users as it wants to Gemini. Pick whatever number you want - it can hit it. The only question is how much Google wants to pull Gemini out of core search vs full integration"
X Link @compound248 2025-10-20T13:10Z 61K followers, 25.5K engagements

"Capital One prints a monster third quarter (especially ex the Discover acquisition costs and charges). $COF The Discover acquisition is just starting but will be a gift that keeps on giving for years and years to come"
X Link @compound248 2025-10-21T20:18Z 61K followers, 4694 engagements

"I am here to report a murder In the $CHTR vs $DIS battle Charter went the whole prepared remarks without even MENTIONING worries about losing ABC content only ESPN. Then in the last XX seconds: We believe that subscription revenue would be lost for Disney. And at that point youd have to wonder why wed ever pay an ABC broadcast station a retransmission fee again. 🎤 🩸"
X Link @compound248 2023-09-01T13:09Z 61K followers, 69.5K engagements

"@amitisinvesting That is not how IPOs work. The shares are sold by the bank at the IPO price to clients. The client gets the benefit (or cost see $NIQ and $MH) of the subsequent performance"
X Link @compound248 2025-08-02T00:18Z 61K followers, 6401 engagements

"If I am @sundarpichai I will bury all competing foundational models in negative gross margin tokens for eternity. I will NEVER take my foot off the pricing gas: to merely compete I will force you to dilute your equity into oblivion. Sam will drown in my tsunami of COGS. $GOOG"
X Link @compound248 2025-10-06T14:20Z 61K followers, 217.5K engagements

"AWS offline = bad days for $SBUX. 😬"
X Link @compound248 2025-10-20T12:12Z 61K followers, 4510 engagements

"@buccocapital Howard Hughes at his death in 1976:"
X Link @compound248 2025-10-26T15:47Z 61K followers, 1530 engagements

"Please know that I will never do a victory lap obnoxiously reminding you that I told you so. $FNMA $FMCC Probably never. Maybe"
X Link @compound248 2025-10-12T21:18Z 61K followers, 34.5K engagements

"TPUs + Cloud Probably the right moment to bump this $GOOG post back up your timeline"
X Link @compound248 2025-10-24T12:53Z 61K followers, 10.8K engagements

"@andrewtlloyd @buccocapital Gates would be near $X trillion if he hadnt given so much away and gotten divorced. As an aside I think Bezos was in the 20s% (not 40s) before divorce and other dilution reduced him"
X Link @compound248 2025-10-26T16:36Z 61K followers, XX engagements

"@andrewtlloyd @buccocapital Im wrong. Youre right. It was in the 40s at IPO"
X Link @compound248 2025-10-26T16:45Z 61K followers, XX engagements