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@RyeNotBerben
"I can toats see $acn flipping from ai loser to #winner"
X Link @RyeNotBerben 2025-10-09T16:45Z 3596 followers, 1384 engagements
"Max pain trade is ai stocks run like a Banshee into earnings then have a hard time moving up off the prints"
X Link @RyeNotBerben 2025-10-12T23:55Z 3596 followers, 1068 engagements
"At least $amzn has the massive retail biz that is a very likely beneficiary of AI + advanced robotics. $msft seems like might be in a tough spot"
X Link @RyeNotBerben 2025-10-13T20:46Z 3596 followers, 8997 engagements
"Legendary fintwitt pick here"
X Link @RyeNotBerben 2025-10-13T17:02Z 3596 followers, 15.8K engagements
"I've been telling myself $msft isn't working bc it needed a deal with OAI but i'm wondering if it isn't bc the future economics of Azure are now more uncertain and increased usage of AI would pressure office seats"
X Link @RyeNotBerben 2025-10-13T20:43Z 3593 followers, 3343 engagements
"Wen i was in college i only ever had the funds for one or two positions at a time. One of them was short $lots (lotus which made lotus XXX which people used instead of excel). One morning i woke up to cnbc reporting lots was being acquired by $ibm i think it was up XX% that day"
X Link @RyeNotBerben 2025-10-12T18:15Z 3596 followers, XXX engagements
"It's becoming real clear to me the whole AI race is $googl's to lose now. Large corporates haven't/are not going to partner with OAI for obvious reasons (how it worked out for $msft elon etc.) Now have a XX% position in $googl @viggy_krishnan sorry i ever doubted you"
X Link @RyeNotBerben 2025-10-09T14:53Z 3592 followers, 34.6K engagements