Am confused, the biggest 1d earnings move for $TXN. Are we not looking past the last cust anymore?!

Spirit companies blaming their bad performance on 'tough economic conditions' for the last two years doesn't sit well for me. If so, we should see it in other industries a lot more clearly

Risk case in fact happened with a big backlog # for DCs. GMs were lower, but obviously doesn't matter right now for the stock. Contra status increased.

OpenAI 🤝 AWS openai.com/index/next-cha…

Add the $QRVO $SWKS to the list of melting ice cubes acquiring each other.

$CSGP is finally down & it's beautiful

David Cote's M&A journey with $CMPO has begun.

Like I said. OpenAI 🤝 $AMZN

Sale price $0 Not sure people want to pay so much more for the ticker $AI either at this stage

If there is a time to short shitcos, it is when Burry is giving up.

This should be well known. It would be funny if we get negative 3p data next week & the market pukes ("AI to zero). Then rally into year end when 3p accelerates again & everyone degrossed. Yipit giveth, yipit taketh away.

$WIX ER tmr will be fun. Gave back all its Base44 gains. But alt data show accel & mgmt are pumping. Can make a base case that top line accels to 17% in '26 w/ Base44 vs. 14%, though bulls are likely hoping for ~20%. Core biz is solid acc checks. Anyway prob no one will care

Don't think $WIX numbers were this bad, though the $50mm ARR Guide is disappointing. Narrative is stuck in no man's land (FCF or investment/growth?), so not worth the brain damage.