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Tobi Lutke on why you want rivals for your company
“If you compete with another company, there’s a lot of copying,” Shopify founder Tobi Lutke begins. “Companies tend to get obsessed — there are companies where the most active channel in their slack is the competitive analysis channel, where people just share everything everyone else is doing. While that has some merit, I think the problem is that makes companies very reactionary.”
Tobi explains:
“In the arts, part of everyone’s art studies is copying the great pieces. You make copies of great works. But your painting will never be at the quality of a Van Gogh if you just copy it. Mimicry is actually not an excellent way for getting to excellence, and companies end up falling very much into this.”
He contrasts this with treating your competitors as rivals:
“If you treat other companies in your space as rivals, it’s much easier to have a positive-sum outcome there because rivalries inspire you to be your best.”
He draws some examples from the sports world:
“[Andre] Agassi could not have been Agassi without [Pete] Sampras being there, and he very clearly states this in his book . . . The rivalry [Agassi] created for himself created him in a very real way. In The Last Dance, Michael Jordan admits that he might’ve made up a slight at some point, which to me is one of the most profound moments.”
Video source: @davidsenra (2026)
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Tobi Lutke on why you want rivals for your company
“If you compete with another company, there’s a lot of copying,” Shopify founder Tobi Lutke begins. “Companies tend to get obsessed — there are companies where the most active channel in their slack is the competitive analysis channel, where people just share everything everyone else is doing. While that has some merit, I think the problem is that makes companies very reactionary.”
Tobi explains:
“In the arts, part of everyone’s art studies is copying the great pieces. You make copies of great works. But your painting will never be at the quality of a Van Gogh if you just copy it. Mimicry is actually not an excellent way for getting to excellence, and companies end up falling very much into this.”
He contrasts this with treating your competitors as rivals:
“If you treat other companies in your space as rivals, it’s much easier to have a positive-sum outcome there because rivalries inspire you to be your best.”
He draws some examples from the sports world:
“[Andre] Agassi could not have been Agassi without [Pete] Sampras being there, and he very clearly states this in his book . . . The rivalry [Agassi] created for himself created him in a very real way. In The Last Dance, Michael Jordan admits that he might’ve made up a slight at some point, which to me is one of the most profound moments.”
Video source: @davidsenra (2026)
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Benjamin Hernandez😎
Trump claims India will halt Russian oil purchases, though execution is tricky. Energy markets may react to supply fears, but no direct U.S. stock tickers apply here. https://t.co/D8PFy8X8KW
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Trump claims India will halt Russian oil purchases, though execution is tricky. Energy markets may react to supply fears, but no direct U.S. stock tickers apply here. https://t.co/D8PFy8X8KW
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Moon Dev
Clawbot zoom starting
We are jumping into the private clawdbot for trading zoom right now
I’ll be here for the next 3 hours
You get the replay and all bonuses of you get in before the end
Join: https://t.co/JbJdIbW2p9
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Clawbot zoom starting
We are jumping into the private clawdbot for trading zoom right now
I’ll be here for the next 3 hours
You get the replay and all bonuses of you get in before the end
Join: https://t.co/JbJdIbW2p9
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The Transcript
RT @TheTranscript_: $FCX Freeport-McMoRan CEO: "global inventories of copper on exchanges have risen in recent months during a period of sharp increases in copper prices. Most analysts are projecting that the market will be tightly balanced during 2026, with some projecting deficits and others small surpluses."
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RT @TheTranscript_: $FCX Freeport-McMoRan CEO: "global inventories of copper on exchanges have risen in recent months during a period of sharp increases in copper prices. Most analysts are projecting that the market will be tightly balanced during 2026, with some projecting deficits and others small surpluses."
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The Transcript
RT @TheTranscript_: $V CEO: Proposed credit card fee caps would reduce credit access, eliminate rewards, and stifle innovation.
"Consumers and small businesses would see reduced access to credit" https://t.co/wiMq4H8Fup
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RT @TheTranscript_: $V CEO: Proposed credit card fee caps would reduce credit access, eliminate rewards, and stifle innovation.
"Consumers and small businesses would see reduced access to credit" https://t.co/wiMq4H8Fup
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The Transcript
RT @TheTranscript_: Thursday's earnings deck:
Before Open: $UBER $LLY $ADNT $ABBV $NVO $CME $CDW $BG $CTSH $UBS $FTV $GEHC $BSX $JCI
After Close: $GOOGL $ARM $ORLY $SYM $FLNC $ALL $COHR $ELF $QCOM $ALGT $MET $MOD $MCK $ALGN https://t.co/cyaSq4JWWr
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RT @TheTranscript_: Thursday's earnings deck:
Before Open: $UBER $LLY $ADNT $ABBV $NVO $CME $CDW $BG $CTSH $UBS $FTV $GEHC $BSX $JCI
After Close: $GOOGL $ARM $ORLY $SYM $FLNC $ALL $COHR $ELF $QCOM $ALGT $MET $MOD $MCK $ALGN https://t.co/cyaSq4JWWr
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Lumida Wealth Management
Michael Burry just called Bitcoin's drop a "death spiral."
Bitcoin down 40% since October.
Nearly 200 public companies hold it on their balance sheets.
Burry's warning: "There is no organic use case reason for Bitcoin to slow or stop its descent." https://t.co/zwZYRW8XOB
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Michael Burry just called Bitcoin's drop a "death spiral."
Bitcoin down 40% since October.
Nearly 200 public companies hold it on their balance sheets.
Burry's warning: "There is no organic use case reason for Bitcoin to slow or stop its descent." https://t.co/zwZYRW8XOB
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Bourbon Capital
5 Stocks with Strong Upside Potential
1. $SOFI - SoFi Technologies
5y Revenue CAGR Growth: 29.5%
5y EPS CAGR Growth: 184%
5y Cash & Equivalents CAGR Growth: 58.6%
5-year stock performance: -11%
Revenue CAGR forecast to 2030:
Low: 15% | Mid: 16.8% | High: 18.5%
SoFi has evolved from a single-product lender into a diversified financial ecosystem with bank-level economics, software-like margins, and global fintech infrastructure capabilities.
The company is positioning itself at the center of the crypto and AI super-cycles, becoming the first national bank to relaunch crypto trading (SoFi Crypto, November 2025) and issue a bank-backed stablecoin (SoFi USD, December 2025).
SoFi added a record 1 million new members in Q4 2025, bringing total membership to 13.7 million, up 35% YoY, the first quarter in company history to exceed one million net additions.
Under conservative assumptions, SoFi is expected to deliver +15% revenue growth and +70% stock upside by 2030, reaching roughly $38. If execution remains strong, the stock could reach $50+, implying +120% upside over the next four years.
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5 Stocks with Strong Upside Potential
1. $SOFI - SoFi Technologies
5y Revenue CAGR Growth: 29.5%
5y EPS CAGR Growth: 184%
5y Cash & Equivalents CAGR Growth: 58.6%
5-year stock performance: -11%
Revenue CAGR forecast to 2030:
Low: 15% | Mid: 16.8% | High: 18.5%
SoFi has evolved from a single-product lender into a diversified financial ecosystem with bank-level economics, software-like margins, and global fintech infrastructure capabilities.
The company is positioning itself at the center of the crypto and AI super-cycles, becoming the first national bank to relaunch crypto trading (SoFi Crypto, November 2025) and issue a bank-backed stablecoin (SoFi USD, December 2025).
SoFi added a record 1 million new members in Q4 2025, bringing total membership to 13.7 million, up 35% YoY, the first quarter in company history to exceed one million net additions.
Under conservative assumptions, SoFi is expected to deliver +15% revenue growth and +70% stock upside by 2030, reaching roughly $38. If execution remains strong, the stock could reach $50+, implying +120% upside over the next four years.
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