Following the breadcrumbs before they become headline
California, USA
- Tweets 355
- Following 320
- Followers 175
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What's your most bullish stock under $5 right now?
I'm digging $TE
What's everyone else watching?
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$AMZN under $300 continues to look incredibly attractive to me.
The margin expansion coming from robotics and automated warehouses could cause a major re rating in this stock.
Roughly $300B in revenue comes from E-Commerce. Every 1% of positive margin is another $3B in net income. That's where I think the market is underestimating Amazon.
One of the best deals in the MAG7 in my opinion.
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I just used their new Health AI service called one medical last night..$HIMS and the rest of the tele health are toast. The medication from Hims is $110 a month. It's $24 from Amazon and I receive it today.
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I tried Amazon One Medical earlier this year and got a same-day teleconsultation and a prescription delivered to my home the same day. The entire on-demand medical care experience is unmatched, and I guess this is one of the most underrated components of $AMZN's ecosystem!
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I asked my @Muse agent how it buys things online for me. The answer breaks a popular crypto thesis: that agentic commerce needs stablecoins or tokenized assets. It doesn't, at least not for consumers. My agent pays via Shop Pay or Stripe Link. Every purchase uses a one-time token or a one-time virtual card, funded from my saved card and approved by me. Zero crypto. Zero stablecoins. The rail is the card network.
The missing infrastructure for consumer agentic commerce isn't money: it's THE MANDATE. Who authorized what, under which limits, with an audit trail. Cards already move the money fine
That's why the industry is building an authorization layer, not a new currency. Google's AP2 uses signed intent + cart mandates as verifiable credentials. Visa TAP and Mastercard Agent Pay issue scoped tokens to registered agents. All of it is payment-method-agnostic.
Furthermore, consumer purchases need chargebacks, dispute resolution, and purchase protections. Stablecoins have none of that infrastructure. Until they do, human-delegated agent spending rides cards, with a new trust layer on top.
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Just 6 days left until the big $MU day where we find out if this level of profitability is sustainable and Micron's guide for the future...if they meet/beat these ridiculous expectations and continue saying what they have been saying (which is that supply constraints will last well into 2028+), what happens to the stock?
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so claude was supposed to kill all enterprise software because an LLM would automate every workflow
now muse is supposed to kill all consumer applications because an Agent removes the need to interact with any conventional UI/UX
while the second scenario feels like it could make more sense theoretically, still feels like the market is having way too aggressive of a reaction to hundreds of consumer applications that will now cease to be valuable because of muse
anyone think the muse-pocalypse makes sense?
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Muse has made agentic interaction much easier and accessible for average consumers, and it would certainly push others to launch their own agentic/conversational experiences where instead of going over static screens and image catalogues, you interact with the app using text or voice, and the agent does the rest! So, it definitely seems like a defining moment in how we interact with internet applications!
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I thought AI was going to kill us all, crypto was going to zero, and the stock market was going to implode.
Please advise.
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$APP CEO, Adam Foroughi, made a brutally underrated point at @theallinpod summit:
Silicon Valley keeps predicting consumer behavior by looking at people on X.
“We really over-index on the Twitter-verse and forget that the average shopper is not that.”
Meanwhile:
“There’s still a ton of people using Yahoo properties every single day.”
“The typical shopper wants to find a product… They want to window shop.”
$GOOG / AI search: capture existing intent
Agents: automate existing intent
$APP / $META: create discovery and new intent
All-In Summit: AppLovin CEO Adam Foroughi
-- Inside the mobile games advertising giant
-- Is your phone actually listening to you?
-- Why the agent economy skips the average shopper
-- $1B of EBITDA at a $3.8B market cap, and a $6B buyback
++ much more!
(0:00) Adam Foroughi joins the Besties!
(3:07) Discovery vs search & is your phone listening?
(10:04) IPO tumble & becoming your own best investor
(16:00) Privacy rules, Apple's crackdown & how agents change people’s shopping
(20:00) How a lean team beats the giants, margin moats & building in China
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Don’t chase stocks yet. We’re heading into historically one of the weakest periods of the year for equities! The better risk/reward may come over the next 1–2 weeks.
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The dead cat continues to bounce.
What is Bitcoin, 17 years later?
It’s not great for transactions or smart contracts; the user experience is still intimidating for most, and it’s no longer capturing the public’s imagination.
If it comes up at the dinner party, it's followed by a hearty “remember that!”
It’s a boring store of value, trusted as that—which is its biggest value.
It's boring.
Folks expect bitcoin to be stable and that it’s no longer a way to get rich quick.
Institutions embracing and accumulating it took $btc from punk rock to Muzak.
Advocates went from pirates to suits in orange ties, awkwardly sharing cringe memes — just like the cool kids do!
If Bitcoin were going to reach mass adoption and an important use case, it does better than anyone else, it would have by now.
Bitcoin feels like the CD in the age of Spotify, the DVD in the age of Netflix — a bridge technology that folks who invested in “their collection” keep saying is the better experience.
Perhaps bitcoin is vinyl, cool memories and fun to drag out and put on display, but a technology that served us to get to where we are now.
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If AI is powerful enough to pose a 10% existential risk to humanity by 2030, can’t it break $BTC by then 🤔
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Micron $MU is a $2,000 stock
Sandisk $SNDK is a $3,000 stock
NVIDIA $NVDA is a $425 stock
Credo $CRDO is a $300 stock
AMD $AMD is a $1,000 stock
IREN $IREN is a $100 stock
Lumentum $LITE is a $1,100 stock
Google $GOOGL is a $475 stock
Microsoft $MSFT is a $750 stock
Amazon $AMZN is a $400 stock
Lam Research $LRCX is a $700 stock
TSMC $TSM is a $700 stock
Western Digital $WDC is a $1,000 stock
SK Hynix $SKHY is a $325 stock
Broadcom $AVGO is a $625 stock
ServiceNow $NOW is a $250 stock
Meta $META is a $1,000 stock
Robinhood $HOOD is a $200 stock
ASML $ASML is a $3,000 stock
Marvell $MRVL is a $400 stock
CoreWeave $CRWV is a $150 stock
Nebius $NBIS is a $400 stock
Wake up people...
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