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[@Fierce__beast](/creator/twitter/Fierce__beast)
"part of the short case for $RHI $TBI $HQI "Artificial intelligence is already starting to take a "disproportionate" bite out of entry-level job opportunities in certain fields according to a paper from Stanford researchers published this week. Analyzing ADP data the study found a XX% employment decline for workers aged 22-25 in jobs deemed "most exposed" to AI like software development and accounting. More experienced workers in those same fields saw little disruption. The study also noted far less disruption in occupations where AI is used to augment work versus those where it is used to"  
[X Link](https://x.com/Fierce__beast/status/1961409339991732359) [@Fierce__beast](/creator/x/Fierce__beast) 2025-08-29T12:43Z 1672 followers, 4967 engagements


"The dario prediction about mass unemployment may have been overly alarmist but still a lot of these studies seem to be coming out these days. What strikes me with a company like $RHI though is that for some reason revenue declines seem to reflect some sort of execution issue as well as perhaps pressure on their end markets. Same issue with $TBI and $HQI and $ZIP"  
[X Link](https://x.com/Fierce__beast/status/1962557932664430951) [@Fierce__beast](/creator/x/Fierce__beast) 2025-09-01T16:47Z 1672 followers, 1443 engagements


"I am short $EXFY. PT 1.15/sh X% short interest non-ai stock with declining organic revs and 5-7%/yr dilution. XX% of mcap in cash though. Insiders have also been selling. Used mostly as a travel and expense application for very small businesses (12 people). Some tables:"  
[X Link](https://x.com/Fierce__beast/status/1969461177261408298) [@Fierce__beast](/creator/x/Fierce__beast) 2025-09-20T17:58Z 1671 followers, 5788 engagements


"i think this is wrong but we'll see. it's not like $goog they don't have a clear advantage over other ai startups or foundational image gen models. 1) $adbe used to be a monopoly 2) as a monopoly you have pricing power high switching costs low CAC 3) New AI gen tools reduces the reason to use adbe. 4) midjourney was growing revenues faster than $adbe's incremental revenue growth 5) its entire ability to future grow margins be resilient and keep customers has significantly decreased"  
[X Link](https://x.com/Fierce__beast/status/1980025074842579195) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-19T21:35Z 1671 followers, 1013 engagements


"I've been short $FDS since this post. There is a lot of potential for disruption and generally a headwind of less seats and harder time to upsell new AI features (commoditized). Started shorting $TRI and reopened the $MORN short. $FDS is close to my PT but i see more downside"  
[X Link](https://x.com/Fierce__beast/status/1969801316307210266) [@Fierce__beast](/creator/x/Fierce__beast) 2025-09-21T16:30Z 1671 followers, 4765 engagements


"it's been the same idea as what happened to $ADBE. i see competitors to $FDS that can do XX% of what factset does for XX% or less of the monthly price. $MORN seems also implicated here. financial data or other types of analytics providers may be very pressured by 1) less users 2) pricing pressure"  
[X Link](https://x.com/Fierce__beast/status/1969806235609489658) [@Fierce__beast](/creator/x/Fierce__beast) 2025-09-21T16:49Z 1671 followers, 2303 engagements


"the nuance was that most of $nrdy's customers were high school and above age groups. this is an age group that can easily learn to self learn with chatgpt or use a platform like khan academy that will help them. before chatgpt q&a dialogue wasn't possible of course now that has all dramatically changed. $nrdy doesn't have a way out that i can see"  
[X Link](https://x.com/Fierce__beast/status/1971229163483775482) [@Fierce__beast](/creator/x/Fierce__beast) 2025-09-25T15:03Z 1671 followers, 2016 engagements


"Lol chatgpt just spits out a great bear thesis on stocks. Here's one for $UDMY: UDMY: a concentrated bear thesis (as of Oct XX 2025) 1) Growth looks stalled not inflecting Latest quarter (Q225) revenue grew just X% YoY to $199.9M; managements FY25 guide of $784$794M implies roughly flat revenue vs. FY24 ($786.6M)hard to support a premium multiple if the top line isnt expanding. SEC+1 The engine thats supposed to carry the storyUdemy Business (UB)isnt accelerating: ARR up only X% YoY to $520M and UB revenue up 7%. Customer count rose just X% YoY to 17107. Thats mature-company growth not a"  
[X Link](https://x.com/Fierce__beast/status/1978476422218813946) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-15T15:01Z 1671 followers, XXX engagements


"Look at the EPS and revenue estimate revisions for #ADBE I could be wrong but I don't think ADBE has ever before at least in the last XX years experienced a downward or flat estimate revision pattern like this during a non-recession period of time. There is something inconspicuous happening to $ADBE"  
[X Link](https://x.com/Fierce__beast/status/1980028600234422359) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-19T21:49Z 1671 followers, XXX engagements


"@fchollet $ADBE my original short thesis:"  
[X Link](https://x.com/Fierce__beast/status/1980029805400842294) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-19T21:54Z 1671 followers, XXX engagements


"$COTY You can run the math whatever which way you want. It'll look like a lot of upside. The whole thing of $COTY trades for 1.3x ev/s vs 1.8x for $PUIG . The whole thing will do fine if 1) they divest color cosmetics and brazil at a decent multiple and 2) if the remaining business doesn't have terminal brand risk (mostly fragrances business)"  
[X Link](https://x.com/Fierce__beast/status/1973064786536464617) [@Fierce__beast](/creator/x/Fierce__beast) 2025-09-30T16:37Z 1668 followers, 3807 engagements


"$mpwr seems to be holding on $NVDA share"  
[X Link](https://x.com/Fierce__beast/status/1973236280487190619) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-01T03:59Z 1658 followers, 1052 engagements


"$goog buying more because X. it might sell TPUs X. it might win as the #1 consumer app vs openai X. it might face less antitrust issues in search and ads now X. it has better data and expertise in ads vs openai X. they have freaking demis hassabis leading their AI initiative X. trades at like 23x 2026 eps X. it might win in enterprise biz vs anthropic. their new coding model might exceed or be close enough to anthropics right now that people switch X. the process trillions of customer tokens via their cloud business X. they're gonna implement some amazing new ad mediums like this shopping"  
[X Link](https://x.com/Fierce__beast/status/1975956869295251671) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-08T16:10Z 1657 followers, 1745 engagements


"I guess my previous PT for $MPWR of 922/sh needs to be upped a little given the certainty around them being in $NVDA next gen chips and the Enterprise Data segment not being down as much as expected. Anyone follow me into this one Operator owner AI beneficiary that not many people seem to have thought about. But a great LT track record of share gains margin expansion and a bright future in robotics perhaps as well as insane needs for power in next gen chips which might require a lot more content/chip for what MPWR provides"  
[X Link](https://x.com/Fierce__beast/status/1978475243443277850) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-15T14:57Z 1658 followers, XXX engagements


"i just wrote up a short on this $udmy. the chance of XX% adj. ebitda margin without a big slowdown in revenue growth just seems impossible right now. let's see how the next q shapes up i guess"  
[X Link](https://x.com/Fierce__beast/status/1978978322009784527) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-17T00:16Z 1657 followers, XXX engagements


"@WealthyReadings what's consensus at for growth rn"  
[X Link](https://x.com/Fierce__beast/status/1979265475222577337) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-17T19:17Z 1669 followers, XXX engagements


"focus is on $COTY today. an long now after being short. I think there is at least XX% upside on a conservative estimate of the multiple they get on the color cosmetics/brazil business sales and using proceeds to pay down debt i think a multiple revision to 1.8x ev/s is fair. $EL trades for over 2.5x. currently $coty is at 1.3x ev/s just preliminary work still doing analysis but yes it looks interesting finally"  
[X Link](https://x.com/Fierce__beast/status/1973055557159342494) [@Fierce__beast](/creator/x/Fierce__beast) 2025-09-30T16:01Z 1670 followers, 2782 engagements


""Taboola Announces Strong Momentum for Realize Pushing Beyond Native with Expanded Partnerships with Leading Global Publishers Including TIME Weather Channel Digital Gannett USA TODAY Network Nexstar and Slate Continues to Add New Features for Advertisers to Connect with Consumers on Publisher Sites; Taboola Expects to Pay Over $XXX Billion to Publishers and OEMs in 2025" I am sorry but all of $TBLA's customers are probably shorts if they were public. One of their largest customers is Yahoo just over the last X months Here is Yahoo's web traffic -- down almost 10%"  
[X Link](https://x.com/Fierce__beast/status/1978452206832484393) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-15T13:25Z 1670 followers, XXX engagements


"Here's some more analysis this time by my Junior analyst Claude XXX $UDMY: ENTERPRISE (UDEMY BUSINESS) HAS MUCH HIGHER MARGINS Segment Gross Margin Comparison (Q2 2025): Segment Revenue Adj. Gross Profit Adj. Gross Margin Enterprise $129.3M $97.5M XX% ✅ Consumer $70.6M $42.1M XX% Total Company $199.9M $132.0M XX% Enterprise margins are XX percentage points higher (75% vs 60%) WHY ENTERPRISE HAS HIGHER MARGINS: X. Instructor Revenue Share Economics (Biggest Factor) Consumer Marketplace: Individual course purchase: Instructor gets 37-50% of sale price Personal Plan subscription: Instructor gets"  
[X Link](https://x.com/Fierce__beast/status/1978515950388576276) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-15T17:38Z 1672 followers, XXX engagements


"$CLS Sold about 1/3rd of the original position. Anyone else get a piece of this one It's far above my PT like XX% but am deciding to keep holding some for now. I don't really know if this is a good idea Bought it originally around 14x NTM EPS now trades for 40x NTM EPS. insane multiple re-rate"  
[X Link](https://x.com/Fierce__beast/status/1978823477009269233) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-16T14:00Z 1670 followers, XXX engagements


"I am short $UDMY PT 4.5/sh for XX% downside it has 2.5/sh in net cash but think the chances of it attaining a breakeven fcfe level is unlikely if they are unable to reaccelerate revenue growth. So the equity stub is worth very little. They need at least XX% adj. EBITDA margins by my estimate to break even on FCFE. If the enterprise continues to decelerate total revenue growth will be negative in a few quarters and the chance of reaching scale will become extremely remote. I think they'll maybe earn .25/sh of FCFE by 2027 but they may need to sacrifice growth to obtain this. I've provided one"  
[X Link](https://x.com/Fierce__beast/status/1978846104125935771) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-16T15:30Z 1670 followers, 4147 engagements


"Hah PINS not so much. more in the dead money camp i'd guess with potential of some AI generated app or Chatgpt coming out with a competitor. Google just released some beta version called mix board. PINS is growing but quality of growth and eps seems i dunno not the best. valaution in my mind is closer to 28/sh. NRDS definitely potential for disruption"  
[X Link](https://x.com/Fierce__beast/status/1979285625875345600) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-17T20:37Z 1669 followers, XXX engagements


"This is the gift that keeps on giving. $NRDY. There is no hope. Most of their customers are high school and older. Why pay $100/hr for a 1-hour long session with an unvetted expert to help learn a subject when now there are 1000's (figure of speech) of alternatives cheaper and smarter that will get only better. It's another AI short -- thing. I have many of them"  
[X Link](https://x.com/Fierce__beast/status/1979204989152112721) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-17T15:16Z 1671 followers, XXX engagements


"@StockJabber Great book dead companies walking. I also try to find these types of companies. Lookin for more ideas. (DM for idea exchange please) My process is simple just first form a thesis with a tangible prediction about fundamentals (growth rate margins KPI's) next value it then monitor to see if the prediction comes true. If your thesis is different than management's/market then you might be off to a good start. Adjust position as your thesis changes or hardens. Don't get married to outcome use data and just be objective and truthful to reality as much as possible. Work hard to not"  
[X Link](https://x.com/Fierce__beast/status/1979210396423602229) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-17T15:38Z 1671 followers, 5027 engagements


"$ETSY the additional web traffic via chatgpt has increased its perceived value in the market but I think it will only work for ETSY if it improves their incremental margins and revenues vs current expectations which is unclear and seems unlikely to me. Consensus shows a margin improvement and revenue growth improvement despite a clear trend showing that as take rate goes up KPI's like active buyer/seller and revenue growth actually slowdown. 1Q24 was the peak of both active buyers and sellers on ETSY. Seems that there is less interest to buy or sell on ETSY. Adj. EBITDA margins have also"  
[X Link](https://x.com/Fierce__beast/status/1979644582674477366) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-18T20:23Z 1671 followers, 1041 engagements


"@fchollet Here are more thoughts on this from over a year ago and interesting to see how the prediction has played out"  
[X Link](https://x.com/Fierce__beast/status/1980030532223173051) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-19T21:57Z 1671 followers, XXX engagements


"@fchollet More $ADBE short"  
[X Link](https://x.com/Fierce__beast/status/1980032656424173599) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-19T22:05Z 1671 followers, XXX engagements