Yellowbrick Investing
Added 60 new stock write-ups to the site (pt 2):
@cupofcoffeecap - $XLY.TO (update)
@petition - $OPI (bearish), $QVCGA (bearish)
@stonkmetal - $EUZ.DE (sold)
@Wiseman_Cap - $APP (analyst)
@ShawnKwon11 - $IONQ
@MorpheusRes - $BCUCY (short) https://t.co/JZYoJTNtme
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Investing visuals
$NBIS: 8 months ago I shared this with X-subs. Today, it's my biggest position by far.

Stellar execution and I wouldn’t be surprised if a new major customer is announced in the coming months.

Cheers fellow shareholders! 🤝 https://t.co/txJWXa2taj
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Yellowbrick Investing
Added 60 new stock write-ups to the site (pt final):
@TommyDeepwater - $RIG (update)
@hatedmoats - $DUOL (deep dive)
@stoiccapital72 - $ISSC
@1rabbitresearch (analyst) - $GOOGL, $TPC
@blueorcainvest - $AYA.TO (short)
@SanjHA3 - $ORCL (neutral)
@SFarringtonBKC - $AAOI (update) https://t.co/3JqwuXVSx5
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Yellowbrick Investing
I simply cannot fathom fund managers that go on podcasts to dispel all of their wisdom and then I go look at their returns and they have been underperforming for a decade

Do you have no shame? https://t.co/Rj86RzhYZ9
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AkhenOsiris
What if I want my Stussy or Supreme or, dare I say, Nike shoes? Shouldn't brands want to have their products available in LLMs?

Agentic commerce will be so natural it will feel like it always existed. My GPT will buy my black T-shirts, book my hotel rooms & give me an awesome feed of product ideas. Like the perfect assistant - never fill out a web order form again. - Brad Gerstner
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AkhenOsiris
"Merchants pay a small fee on completed purchases, but the service is free for users, doesn’t affect their prices, and doesn’t influence ChatGPT’s product results. Instant Checkout items are not preferred in product results. When ranking multiple merchants that sell the same product, ChatGPT considers factors like availability, price, quality, whether a merchant is the primary seller, and whether Instant Checkout is enabled, to optimize the user experience."
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AkhenOsiris
$SHOP

You're welcome.

Hard to say how this affects numbers near and mid-term, but the PR hype good for a pump

$SHOP hit $159 on Monday and just hit $139.xx today. Large pullback, while consumer spending data holding up well, 3P data also decent (GMV accel'd to 30% last qtr). Natural fit to be at forefront of agentic e-comm, having partnered with OAI and Perplexity. - AkhenOsiris
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App Economy Insights
RT @EconomyApp: I never buy a stock without pulling these 6 charts first.

📈 Fuel 📊 Durability
🛡️ Resilience 🧩 Reality check
💰 Expectations 🧭 Context

It grounds investing decisions in data, not hype.

Steal my cheat sheet 👇
https://t.co/1OjR4ZDbZJ
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Yellowbrick Investing
Start with a couple of stellar years and you can collect fees for a looong time

I simply cannot fathom fund managers that go on podcasts to dispel all of their wisdom and then I go look at their returns and they have been underperforming for a decade

Do you have no shame? https://t.co/Rj86RzhYZ9 - Yellowbrick Investing
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Umesh
RT @azed_ai: What if a film was never meant to end?

Adobe just launched The Unfinished Film with director Sam Finn, an open experiment where the story is left hanging.

The twist? The final scene doesn’t exist; you can decide how it ends.

Download the footage, bend it, remix it, break it apart. Firefly is your creative sidekick, but the vision is all yours.

Now it’s your turn to finish the film. But first, here’s mine.
(link in first comment)

Sponsored by #AdobeFirefly in partnership with @Adobe as a Firefly Ambassador. #AdobeFireflyAmbassadors #Ad #FireflyUnfinishedFilm
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