Apple supposedly paying 55% more than ESPN was paying. Here is a better idea... Apple should acquire Disney. Use the Disney+ brand for entertainment and ESPN brand for sports. Both of which are far superior brands when it comes to entertainment/sports over Apple TV+. Outside of

$NBIS at $112 = $28B market cap. ~$5B cash 28% of ClickHouse (IPO soon, could be worth $5–8B) Other subs ~$3B (conservative) That leaves ~$15B for the core biz doing $3–4B ARR by end of 2026. Are you still scared of buying?

I can't wait to see what Demis Hassabis has cooking up in the Gemini robotics lab! My prediction is just when everyone thinks Figure or Tesla Optimus have some extreme lead in the humanoid form factor Google DeepMind will leapfrog the functionality and become the default

Picked up the new Google Pixel Fold and it’s incredible - still keeping my iPhone for FaceTime and iMessage but Apple really needs to make a folding phone already!

I’ve been reliably informed that Democrats are opposed to any kind of political violence, so I look forward to them universally condemning Zohran Mamdani for campaigning with an unindicted co-conspirator in a terrorist plot that killed 6 New Yorkers.

Alphabet works on so many long term bets and it's starting to feel like a lot of those decade long bets are coming to fruition around the same time. I think over the next 2 years the massive gains in AI will unleash massive benefits and scale for Waymo, drug discovery, ai

The more I think about it the more I think it’s in the best interest for $CMCSA to acquire $WBD over anyone else. The future of entertainment is streaming that’s obvious and it’s here now. Comcast should make sure that when you think of streaming platforms their offering is at

Pay-as-you-go is now available on Amazon Web Services Marketplace. Use your AWS account—no upfronts, no lock-ins—to serve frontier models 20x faster than leading GPUs.

Massive win for $GOOGL - again i’ll repeat Alphabet will be the largest company on earth imo just a matter of time.

$GOOGL is seriously underestimated in the AI Era

It was so obvious to just own $GOOGL and you really didnt have to own anything else. They are in all the best businesses, a cash printing machine, the leader in AI, and a team executing on all fronts like crazy.... Easiest win of my life. Only downside is now it's obvious to

I posted this 6 months ago - to the few people that listened and bought and held $GOOGL congrats today’s earnings solidify their dominance . 🚀 youtu.be/vIqEkA7EbFQ?si…

price target raises for $GOOGL incoming. i said it before i’ll say it again Alphabet will be the largest company on earth.

Comcast has Earnings tomorrow pre market and i’ll say it now…. regardless what happens with the stock tmrw this company looks insanely cheap fundamentally . It may be a boring company and possibly a Value Trap but I have a big position in it and bought more at these levels at

Added 5000 shares to my Comcast Position on this earnings dip…. It’s not a growth story but hard to imagine this company does not earn in cash flow the entire market cap over the next 5 years at these levels…. seems to cheap to ignore $CMCSA

how much traffic do you think Gemini gets from users looking for Google Gemini App 😂 Cameron Winklevoss Tyler Winklevoss

$HOOD now showing me updates on stocks in the portfolio on my home page in app. examples the score on prediction market for NFL game, earnings recently on a stock, earnings coming up for another stock, recent 52W High … these little snippets are a nice addition. Vlad Tenev keep