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Joined October 2023
Weekend markets are pretty ugly
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Lemonade OS in a nutshell: Your AI agent just calls their AI agent. Policy changes, renewals, address updates… done. You barely lift a finger. $LMND
I don’t own enough $LMND Building a complete platform for an AI agent to buy, renew, or file a claim through Lemonade OS is brilliant. Lemonade Inc. is building for the agentic era This approach could become the global insurance standard.
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But can it fly? 😂
the key is the best part of the new @Porsche Mission S
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I don’t own enough $LMND Building a complete platform for an AI agent to buy, renew, or file a claim through Lemonade OS is brilliant. Lemonade Inc. is building for the agentic era This approach could become the global insurance standard.
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Simplifying Stocks, CPA retweeted
Replying to @x_Monco
if @elonmusk asks, we'll consider it.
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Simplifying Stocks, CPA retweeted
Replying to @SenWarren
My grandfather built McCormick Spices from nothing after your ancestors tomahawked his wife and kids. I'll be damned if you take another scalp from my family fortune!
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Yields falling significantly Falling yields on hot prints means growth scare.
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UP-TOBER IS OFFICIALLY HERE 🤦‍♂️🤦‍♂️
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2026 Alcohol spending = $1.7T 2026 Ai spending = $1.5T We’re going soooooo much higher
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Openclaw was this year btw
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$ASML beats and raises everywhere Not a single thing about this report was bearish
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Incredibly mixed earnings in the premarket $JPM & $WFC both missing their top line targets $UNH posts a massive double beat $JNJ & $DPZ reported in line numbers All stocks down bad in pre-market trading except united
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Weekend markets on the back of $MU $35B buyback announcement
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this means each chip keeps its full memory + it lands while 2027 prices are being negotiated at around 3x the old rate. Which means more memory per chip, at a much higher price per unit. Hard to find a better setup for the memory makers!!
Daishin Securities (Korea): Discussions on mass-producing lower-stack HBM (4-high/6-high) have effectively been called off. The shift from 12-high to 8-high has also been scaled back.
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falling token prices have driven such a surge in usage that overall compute demand stays strong
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Simplifying Stocks, CPA retweeted
Replying to @PEoperator @bot
Grok will find another way to buy stuff. I just ordered LEGO and Grok bought it from the LEGO website.
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Even the pope is long memory $MU
Intelligence must draw on memory. The mind must not simply compile data — as an algorithm now does more quickly than we can — but recall lived experiences, which contain depths of meaning that only the human soul can recognize, and connect more deeply with the goodness of these experiences. Everything that is good begins “with the Spirit” and thus possesses a breath, a dynamism and a sense of communion that, once experienced, are engraved upon the heart. vatican.va/content/leo-xiv/e…
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1/4 $SPY stocks are in a 40% or worse 🤦🥲
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