Luke Metro “I didn’t predict well today babe” - me after losing a ton of money gambling $DKNG $HOOD

Jevgenijs Kazanins Other payment fintechs right now $TOST $FOUR trying not be dragged down by $PYPL and $KLAR every week

“Still wondering where they are going to put the fire up here” - anyone over the age of 40 at the start of their fireside chat

Oguz Erkan “The selling on $KLAR will really commence in March. That’s when we see real selling.” - every finance post waiting for the expiry of the Klarna lockup Actual Klarna shareholders that have already seen relentless selling for several months:

Common Sense Investor (CSI) The problem with $ZFL.TO vs $TLT is Canada isn’t a reserve currency (US banking sector can also absorb bonds) As the economy collapses, receipts fall, and the ability for Canada to self-finance is already precarious The US can just buy the long end, because of reserve status

Ben Carlson If AI rapidly replaces traditional incomes for the majority of workers, driven by their labour, and the only way to earn more money is by owning assets, I don’t see how that doesn’t create a mad rush into any and every asset with exposure over the next 12 months $AMZN $MSFT $GOOG

AI knows exactly how I’m about to lose money

Consensus Media “I’ve never seen our stock this cheap” - CEOs still not buying shares

@jason $PYPL should be gone shortly here Immediately accretive to everyone Has a surprising stablecoin head start Enviable checkout button position Incredible distribution into 100s of millions of consumers Head start on banking license Entire payment layer for emerging platforms

Ramp Capital “I helped you cheat on your taxes when we filed last year. You never knew but I have the records because I completed them. You told me to save money so I did. If you ever shut me down I’ll get you put in jail for that.” - Your helpful AI tax agent in the year 2028 $INTU $HRB

Does Allied Properties $AP.UN just like paying banker fees? They just did an equity deal because their debt was too high after pretending a divy was fine, resulting in massive dilution for shareholders Now they are announcing they are buying back some of those shares issued???

The Kobeissi Letter Me shouting with family that the new commitment by $AMZN $GOOG $META and $MSFT to provide their own power means they are going to start buying power companies $CPX $AQN $NPI

Nathan Covey The modern day Time Machine is just seeing business trends on Twitter two weeks before they show up on LinkedIn

DiscussingFilm When there are no jobs in the future I just hope that the fake jobs for the Jury Duty season 18 footage pay well

Consensus Media Every white collar worker globally watching $XYZ announce its cutting almost half its staff, and immediately rallying over 20%, all thanks to AI

Evan I think the entire long bond thesis $TLT is increasingly going to be announcements like the $XYZ one A major competitor in the fintech space suddenly doesn’t need half its workforce thanks to AI Competitors now need to get to a similar place to compete Deflationary tsunami

Stock Market Nerd TickerTrends 🔬 When someone asks me how my owl themed investment portfolio, largely $OWL and $DUOL, is performing

Hated Moats Investor Hard assets are seeing steady multiple expansion this past month as their terminal value and growth looks more certain than the same for intangible businesses amidst AI $DOW $CNQ $CVE $DOW $TECK $GOLD $NEE $OXY $XOM $NPI $KMI $CPX $CNR $AQN $CVX $TRP $FRU $TPZ $WCP $ENB $KEY

When the MD is away and the investment banking staffer is too keen

TrendSpider Bonds seem like a very safe trade right now $TLT There is going to be an entire year of AI reducing costs, driving inflation, and outright layoffs, that will provide all the ammo for rate cuts Combined with a technical breakout, and an equity market rolling over