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[@MuppetTrading](/creator/twitter/MuppetTrading)
"$EXPE $BKNG early weakness today on UBS Karl Kierstead OpenAI DevDay preview mentioning possibility of travel booking agent coming"  
[X Link](https://x.com/MuppetTrading/status/1973765635730821197) [@MuppetTrading](/creator/x/MuppetTrading) 2025-10-02T15:02Z 2741 followers, 1656 engagements


"my X cents: travel seems to be a big focus for OpenAI. and this is an area where they could be truly disruptive if they are able to integrate all the different sources for inventory and bypass OTAs completely. $EXPE $BKNG have the potential to be the next AI roadkills"  
[X Link](https://x.com/MuppetTrading/status/1973796438800019969) [@MuppetTrading](/creator/x/MuppetTrading) 2025-10-02T17:05Z 2741 followers, XXX engagements


"JP Morgan's Tusa in the weekly EE/MI note sounds a bit cautious on HVAC names. $TT $JCI $LII $WCC on watch"  
[X Link](https://x.com/MuppetTrading/status/1959983713715945611) [@MuppetTrading](/creator/x/MuppetTrading) 2025-08-25T14:18Z 2741 followers, XXX engagements


"Jefferies $XYZ note after "Square Releases" sounds like they are really stepping up their game in restaurants vertical I would guess $TOST is the one most at risk"  
[X Link](https://x.com/MuppetTrading/status/1975940302092280193) [@MuppetTrading](/creator/x/MuppetTrading) 2025-10-08T15:04Z 2741 followers, 9826 engagements