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@_SeanDavid "EV resale values are falling like a stone. According to Cox Automotive 3-year-old EVs now retain just XX% of their original MSRP compared to XX% for gas vehicles and XX% for hybrids"
X Link @_SeanDavid 2025-10-07T23:17Z 20.9K followers, 1121 engagements

"App check: Cash App #1 this Sunday night $XYZ"
X Link @_SeanDavid 2025-10-13T00:03Z 20.9K followers, 3335 engagements

"1/3 of that Instacart revenue is their growing ads business. Not to take away from your point. Yes XX% of grocery shopping is done online. Of which nearly half of that is pick up. But still XX% is not. Its 2025 Also sounds like CVS once again introducing a crappy product lol"
X Link @_SeanDavid 2025-10-14T17:27Z 20.9K followers, XX engagements

"CLEAR Earnings: $YOU Just got off earnings call. Momentum across the board revenue bookings enrollments net retention. The highlight and thesis is tracking. CLEAR is expanding beyond airports into health hiring and identity at scale. Key Metrics Revenue: $219.5M (+17.5% Y/Y) Bookings: $222.9M (+13.1% Y/Y) Free Cash Flow: $117.9M CLEAR+ Members: 7.6M (+7.5% Y/Y) Total Enrollments: 33.5M Retention: XXXX% (sequential ) Highlights that stood out: CLEAR One signed a record XX enterprise deals. Live inside DocuSign Greenhouse and for CMS healthcare identity TSA PreCheck expansion accelerating now"
X Link @_SeanDavid 2025-08-05T13:00Z 20.9K followers, 1435 engagements

"Sam Altman mentioned this week that OpenAI currently runs on about X GW of energy. Much less than I would have thought That X GW powers everything we use today plus the research happening quietly in the background. Industry consensus now says we may need hundreds of GW to reach the next stage of AI. Thats roughly 50x todays power capacity. That suggests two things: X GW of compute has already produced a lot of knowledge. The assumption that scaling laws continue linearly is doing a lot of heavy lifting. The question is: how much of that forecast is reality vs. hope Like real open question to"
X Link @_SeanDavid 2025-10-14T23:17Z 20.9K followers, 1269 engagements

"Lots of great announcements from Square today Amazing to see product cadence now. $XYZ X. Bitcoin acceptance at $0: Merchants can now accept Bitcoin with zero fees and choose auto-conversion to USD or auto-save to reinvest. This positions Square closer to a true bank relationship for its merchants. X. AI woven throughout the platform: Square is layering AI across its ecosystem something weve believed for a while. Block is incredibly well-positioned for the AI era. 3.AI-enabled procurement: Order Guide lets sellers manage COGs automatically streamlining product purchasing and improving margin"
X Link @_SeanDavid 2025-10-08T20:43Z 20.9K followers, 9069 engagements

"This is AI in a nutshell. This is why we need compute. To compute massive matrices. All in parallel all day every day"
X Link @_SeanDavid 2025-10-16T12:33Z 20.9K followers, XXX engagements

"Big news. Microsofts announces microfluidic a breakthrough in cooling for AI chips Liquid cooling etched directly into the silicon of AI chips. Todays standard for high-performance GPUs could soon look like legacy tech. Doesnt mean Vertiv is out. Far from it. But does show the danger of the picks and shovel layer"
X Link @_SeanDavid 2025-09-24T09:04Z 20.9K followers, 4614 engagements

"Cash App just announced some really cool updates and its clearly becoming Commerce Platform. $XYZ X. Cash App Neighborhood: A new network connecting millions of sellers and buyers. Sellers can opt into Neighborhood turning Cash App into a local discovery engine deepening engagement across its ecosystem. X. In-app ordering Users can now order directly inside Cash App linking discovery to conversion. The UI looks smooth in the demo and thats what will drive adoption. Cash App now doubles as an online ordering POS. Thats a big deal. X. Unified rewards @CashApp is merging all its rewards programs"
X Link @_SeanDavid 2025-10-08T20:53Z 20.9K followers, 8803 engagements

"Remember sell side is rarely early. Often late. Then chases. When the chase is on you go the other way. Chase hasnt even started. Data we tracking UBS starting to see. $XYZ"
X Link @_SeanDavid 2025-10-12T19:20Z 20.9K followers, 1992 engagements

"Time to breakout $XYZ"
X Link @_SeanDavid 2025-10-09T11:56Z 20.9K followers, 3127 engagements

""Square restaurant transaction volume growthaccelerated meaningfully in 2Q25 and continued its momentum QTD through August. At the same time average order valuealso moved higher" - $XYZ"
X Link @_SeanDavid 2025-10-07T17:34Z 20.9K followers, 2233 engagements

"And there is your housing market signal. Removing one of the pressures on mortgages"
X Link @_SeanDavid 2025-10-14T16:38Z 20.9K followers, 2123 engagements

"If I call hotel for concierge or the spa at a nice hotel. I probably want a person. Yes they will service a task. But the experience benefits from connection. Businesses will decide what they want to emphasize. People go to grocery store because it stimulates them. Some go with grocery list some buy ad hoc find new sauces ask butcher questions etc"
X Link @_SeanDavid 2025-10-14T16:07Z 20.9K followers, XX engagements

"Looks like everything $PINS was trying to be"
X Link @_SeanDavid 2025-09-30T00:15Z 20.9K followers, 1956 engagements

"Nice to see Clear on the list: As per Fiscal Ai There are only X software companies in the US with: 1.) At least XX% Free Cash Flow Margins And 2.) Expected revenue growth of XX% $YOU"
X Link @_SeanDavid 2025-09-17T15:06Z 20.9K followers, 1314 engagements

"Fiserv data shows healthy spending in the US. September 2025 = +4.6% Y/Y vs September 2024 = XXX% Y/Y"
X Link @_SeanDavid 2025-10-03T10:21Z 20.9K followers, XXX engagements

"Excited to watch this $XYZ is back. Listen Build Innovate 🧠 Listen Build Innovate 🧠 Listen Build"
X Link @_SeanDavid 2025-10-08T19:33Z 20.9K followers, 4131 engagements

"@foso_defensivo Why would he separate it out And per token the energy density should be less on inference no"
X Link @_SeanDavid 2025-10-14T23:58Z 20.9K followers, XXX engagements