@WeatherPundit

Burner, obviously

 In the clouds..
Joined January 2011
  • Tweets310
  • Following5.3K
  • Followers221
36Media
unusual_whales
@unusual_whalesOct 12
Broadcom, $AVGO, CEO Hock Tan says some AI investors are betting like they’re in a casino. “A lot of investors have no clue what they are investing in,” Tan said.
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based16z
@based16zOct 11
Gavin Baker Bullish on AI Infrastructure
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Peter Walker
@PeterJ_WalkerOct 10
NEW from Coatue: winners outperform losers over time.
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1/6 Throwing out a wild, unhinged theory on $PAR that I may delete later. Unless I'm right.
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more replies
5/6 Meanwhile, $par the token, which launched on Sept 4, peaked on Sept 5 - and is now down ~90% since.
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6/6 My theory is that $PAR Technology, the NYSE-listed company, is getting mixed up across data feeds, scrapers, bots with $par the token. And that this ticker contamination has triggered its abrupt selloff over the past month. The timing is awfully suspicious.
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"Unspoken activist investor"
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goodalexander
@goodalexanderAug 7
Gold +3% when you have a tiny little jobs surprise at 4% unemployment. where does it go when you have structural 10% unemployment due to white collar job automation
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"We're making good progress. When we get a win, we've also got to wait for our customers to put out the release. There's a lag effect from winning to the information getting out there." $PAR CEO today on Tier 1 opportunities
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Chinese open-weight models that are increasingly competitive with US frontier models will reduce the cost structure for conversational AI apps. More AI conversations = more demand for real-time voice/video infrastructure. Who benefits? $API
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This tweet.. hang it in the Louvre.
Alexis Ohanian 🗽
@alexisohanianJun 18
Lot of people asking me to comment: Yes, that fighter's slur about former First Lady Michelle Obama was vile and inappropriate. I attended the UFC event via invitation from TKO/IMG leadership (I own 5 pro sports teams + a league). I was already on my way home when those comments were made and was glad to see Dana condemn them. For context: I resigned in protest from Reddit (the company I co-founded and built for over a decade) specifically to push it to curb communities for hate and violence on the site.
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That seems meaningful. $PAR
AlertsAndNews
@AlertsAndNewsJun 16
$PAR insider buy from a 10%+er Travis W. Cocke (10%+) purchased 350,000 shares at an average price of $14.46 (Form 4).
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Oh, that's interesting. $PAR
Form4Wire
@Form4WireJun 15
🟢 DIRECTOR BUY — $PAR Pascal Keith buys $197K • 13,000 shares @ $15.16 • Position +45% • Stock −79% from 52W high • Trade: Jun 12, 2026 | Filed: Jun 15, 2026 💡 Moderate Signal #InsiderTrading #PAR
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Whoops! $PAR investing.com/news/analyst-r…

JPMorgan upgrades PAR Technology stock rating after share count error By Investing.com

JPMorgan upgrades PAR Technology stock rating after share count error

investing.com
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"We doubled EBITDA from 2024 to 2025. We guided to double again in 2026, and I suspect we have the opportunity to do that again in 2027, all while hopefully being one of the very few companies that doesn't have decelerating growth." $PAR CEO at William Blair
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"Our guidance doesn't assume us winning any new large businesses. It doesn't assume our AI products get any monetization this year, all of which could conceivably happen this year." $PAR CEO at William Blair
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Inflection point? $PAR
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