🔍🔥 $INTU deals in regulated compliance. If an AI hallucinates on a corporate tax return or miscategorizes depreciating assets, the business owner gets audited by the IRS and faces massive fines. Because the stakes for financial accuracy are so high, businesses are far less

I dont believe in Software narrative and think there will be a bounce. High gross leverage in Semis vs. Software will be reduced soon. $IGV

Cardiologist wins 3rd place at Anthropic's hackathon. Out of 13,000 applications. Built in 7 days by Michał Nedoszytko MD. Coded day and night - in the hospital, in the cloud, while flying from Brussels to San Francisco. A few years ago, it would have been impossible for a doctor

"After watching Anthropic's Enterprise Agents briefing event, we have even greater conviction that model providers are unlikely to displace software incumbents and are instead positioning themselves and their agents to be an orchestration layer on top of existing and incumbent

$NFLX The Netflix reversal will be violent. 🍿

Seven days ago Netflix walked away from an $83 billion deal for Warner Bros. The stock jumped 12%. Wall Street cheered the discipline. And the very first move Netflix makes with its newly preserved balance sheet is buying a 16-person AI startup that's been in stealth mode for

$NYMO closed today at -66 — the setup is ripe. One more downside spike next week could really set the stage. 👀

Carlyle's Jeff Currie lays out a case for why oil and other commodity prices are heading higher, regardless of the exact outcome of the war in Iran. youtu.be/Au6Exwc2R6s?si…

So not just that they "closed" it, but they threw away the keys x.com/unusual_whales…

Crude futures aren't telling the full story. See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below. Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels.

Why have any reporting at all? Let’s do vibe-trading from now on everyone!

Remember how oil futures went negative during peak Covid panic? It’s going the opposite direction now. EU may go stand still with no gas going around like a 3rd world country

Buy the dip.

Why is $BTC still holding up in this massacre??? $SPY $QQQ

BREAKING: President Trump says the US is “close to meeting our objectives as we consider winding down our great military efforts in the Middle East.” The announcement comes 13 minutes after futures markets have closed for the weekend.

BREAKING: The Fear & Greed Index is down to 14.6, the lowest since November and down -50.9 points since January. This is now well below the 30-point threshold, signaling "Extreme Fear" among investors. Over the last 4 years, such depressed levels have only been seen in November

This is really cool. Great job 👏🏻

Introducing Claude Opus 4.7, our most capable Opus model yet. It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back. You can hand off your hardest work with less supervision.

$MP and $USAR are setting up for a massive squeeze. The US-Government knows exactly which stocks to buy. Rare earths are becoming increasingly relevant, and the government will spend billions to reduce the heavy dependence on china. Rare earths literally power everything:

$QQQ @ 666 😈