Hey Evernote - what happened to the option to email notes directly? I used that extensively to share and now I’m stuck copying/pasting or forcing people to log in/establish an Evernote account, which is way too much friction. Bending Spoons

Prediction: After the close, Strategy Strategy changes its stock symbol from $MSTR to $B. Barnes Group got acquired on 1/24/25, leaving free the perfect symbol. How close am I Michael Saylor? Bloomberg Crypto David Faber Autism Capital 🧩

So Elon Musk - when are we gonna add Big Head to the Department of Government Efficiency team?

Final verdict on Super Bowl LIX: Worst ever. Kansas City Chiefs didn’t show up to play (even the refs couldn’t save them). Kendrick Lamar doesn’t have the game to carry a halftime show. Tom Brady had nothing insightful to say all night. And the commercials sucked - every one of them.

⁦DoubleLine Capital elevating $MSFT above U.S. credit⁩ is going to be seen as the #jumptheshark moment for US debt as Department of Government Efficiency permanently pivots the country’s finances back to health. ⁦Elon Musk⁩ bloomberg.com/news/articles/…

Just gonna leave this here. $CRM TechStockFundamentals Bucket Shop Capital MetaCritic Capital Chips Ahoy Capital

Total lunar eclipse of the “blood moon” as just seen from Downtown Boston (shot w/ iPhone). Pretty cool. Adam Gaffin Only In Boston

Your move, Dunkin’ - I mean you even held onto the X handle. Take the L and get your brand mojo back. Dunkin' Adam Gaffin

Massive fire in the Wharf District area right now. Only In Boston WBZ | CBS News Boston WBZ NewsRadio The Boston Globe Boston Herald

Hearing it’s a fire that started on the roof of a building at Batterymarch and Milk streets. Now seems under control.

…and the DSO and DIO are back on track, along with CFFO, as predicted. Not to mention China headwind remains a sideshow to exploding AI inference demand. $NVDA @dowdedward Financelot TechStockFundamentals

Nice coverage of PLAN: Downtown zoning issues from Boston 25 News and Drew Karedes. Hoping for a balanced outcome of housing, historic preservation, shadow protection, and small business support. Only In Boston Boston Preservation Friends of the Public Garden Revolutionary Spaces #LadderBlocks boston25news.com/news/local/700…

This move by VERSANT to rebrand @MSNBC will go down in the marketing Hall of Fame screwups alongside Dunkin' dropping “donuts” and HBO Max dropping Max. The peacock is globally recognizable without words. Destroying value already.

"Larry Ellison has become the world’s richest person for the first time." Not true actually. On April 24, 2000, $MSFT fell 15% after a disappointing FQ2, and Larry Ellison surpassed Bill Gates by $500m to top the list (net worth $50 bil). Anders Melin bloomberg.com/news/articles/…

Enjoyed Tom McGrath’s Boston Magazine story on negotiating. Plenty of insights. But Tom-pls leave your personal politics out of it. It undercuts your credibility. Tesla’s EV competitors in much worse shape & $TSLA near new highs tells the real story. bostonmagazine.com/longform/2025/…

Looks like someone at U.S. Securities and Exchange Commission (or Bloomberg?, Bloomberg) fat-fingered entry of a $10m mkt cap Canadian penny-stock mining company called Silver Elephant as owning 12.2m ($3.4B) shares of $ORCL instead of Oracle Commodity Hldg Co. (ORCL listed on TMX Group). How does this happen?

This is my Dad. Born in 1926. Spending his 100th year on earth. Takes the road test every year to renew his IL driver’s license. He barely needed it today. Thx Elon Musk for giving us the gift of a great afternoon with FSD! Tesla Whole Mars Catalog Sawyer Merritt TESLA CARS ONLY⚡️ Turo

Time for some hard truths Jesse Watters - Charlie Hurt is not cutting it as your stand-in. Awkward, low energy, no chemistry with guests. You lose us every time he sub hosts. Sorry. Give it some thought. P.S. You still da man!

Most important number from Amazon tonight was $244B RPO. That $44B seq increase was equal to the growth in RPO from Q4’23 to Q3’25 - two yrs of incremental backlog in ONE qtr! Fully explains capex guide. $AMZN TechStockFundamentals Just Another Pod Guy Cluseau Investments

Big takeaway from hyperscaler earnings: @oracle is screwed. Don’t have the cash flow or bal sheet to compete at scale w/ Amazon @microsoft Google. Also blew 100% on OpenAI - now no one else will make a big RPO deal on OCI. Cooked. Pythia Cap: Vertical Market Sycophant TechStockFundamentals BuccoCapital Bloke $ORCL