BRO... Never a dull moment in AI land!

Great $SOFI video from Tannor Manson and Anthony Noto. youtu.be/dOgs0LVCMsA?si…

$SOFI just fell below the $22.7b market cap requirement to be eligible to join the S&P 500 index.

We can still get in, but we need to be above ~$18 a share when the committee decides. A bad day so far.

When will we get $META Glasses to automatically log workouts? 👀 • Count the weight that's racked. • Identify the workout. • Count the reps.

Will $NVDA pass $200 after good earnings? Probably. Whether it stays above $200 is a completely different story. Roughly half my net worth rides on $NVDA, so fingers crossed. 🤞

We are not spending enough on compute... Perplexity just announced "Perplexity Computer." First usecase shows a user uploading an Excel file. "Is NVIDIA undervalued? Update this model with the latest analyst estimates, pull multiples, and order books for AMD, AVGO, INTC, QCOM,

Curious what big tech would be interested in buying🤔 $NVDA down -5%...

$XYZ just announced a Workforce Reduction Restructuring Plan, expecting to cut the workforce by more Than 40%! Block said it will move faster with smaller teams using AI to automate their work.

Is this $XYZ mass layoff another nail in the software sentiment coffin? Seat-based software names are down big in after-hours, $IGV down -2.5%... Sentiment can stay shaky for a while, not sure what the catalyst will be to turn things around while models continue to improve. 🤔

The line has been drawn! $NFLX will not up its bid for $WBD. Instead, they get to walk away as WBD owes them a $2.8B breakup fee. Congratulations to $NFLX shareholders, not a bad day!

$NVDA There is a non-zero chance that Nvidia reaccelerates revenue growth to +100% if we come in the high end of analyst expectations for fiscal Q2 2027. (current street high is $96.7b!) A company of this size to double revenue YoY is simply unheard of, these are WILD times!🤞

"Markets aren't efficient at finding the truth, they are just very efficient at converging on a conclusion, often the wrong conclusion." - benahorowitz.eth

You see tweets from time to time saying $AAPL was playing 4d chess by not spending on CapEx like the rest of big tech. Now we will begin to see the consequences of this, borrowed tech, borrowed hosting, paying a premium at every turn. Reliant on your biggest competitor to tell

INSIDER BUY ALERT: Jared Isaacman doubles down on $FOUR NASA Administrator and Shift4 Founder Jared Isaacman just filed a Form 4 showing a massive $13.6M open-market purchase of Class A Common Stock. The Details: Total Shares: 296,237 shares Dates: Feb 26 & 27, 2026 Average

Hopefully, this is not the only insider buy in the fintech space this week 🤞

$SOFI CEO Insider buy! (Correction*) CEO Anthony Noto just bought 56k* shares of $SOFI at $17.88. A purchase size of $1,001,280! Noto is putting his money where his mouth is & doubling down! 🥳

This clears up something else... Possible acquisitions are NOT on the table at the moment. Anthony Noto can not make a purchase $SOFI if he has material non-public information (like an acquisition).

$SOFI wants to enter multiple new areas, such as crypto, business banking, and AI. This likely means they feel confident in building the tech for these businesses themselves, rather than going to the market to acquire technology that may already exist (at a premium).

Gotta love it when my "clickbait" becomes reality.