Clark Square Capital
RT @ClarkSquareCap: Idea thread time!

What's your best idea right now? (Any style, any market cap, any geography).

Be sure to add why you like it + valuation.

I will compile the responses and share.

Appreciate a RT for visibility! 🙏
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Clark Square Capital
RT @ClarkSquareCap: Every day in liquidation nation https://t.co/Je7ZPOtNMq
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Bourbon Capital
$AMAT CFO: "Based on our conversations with our customers and partners, we are preparing Applied’s operations and service organizations to be ready to support higher demand beginning in the second half of calendar 2026"

Q4 2025: https://t.co/9eWzsNO69a
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Benjamin Hernandez😎
$COST: The $1,000 Psychological War

Costco ($COST) is up +2.12%, sitting at $998. The battle for $1k is the primary retail story today. Safety is expensive, but the membership moat is unshakeable. Traders are watching the breakout candle.

$ORCL $AMD $INTC $NVDA $TSM $TCNNF https://t.co/49reIbIofZ
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God of Prompt
RT @rryssf_: https://t.co/TJ7XYPSLka
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Dimitry Nakhla | Babylon Capital®
“What is dead may never die.” $SPGI https://t.co/K4UWFX0PwW
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God of Prompt
Sora, Runway,... they all do the same damn thing.

You prompt. You wait. You get a clip. You start over.

That's not creation. That's a glorified vending machine with a $20/month subscription.

PixVerse R1 just made all of it look ancient. Real-time 1080P video that listens to you while it's generating. No render bar. No fixed clips. No "try again."

Here's why nobody's ready for this: 👇
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Fiscal.ai
We are up and running again.

Appreciate everyone's patience.

We are experiencing an outage and working on resuming services to fully operational.

Thank you for your patience. - Fiscal.ai
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Illiquid
When your top pick in Singapore is levered to $amat and your top pick in Japan is levered to $mu. 🙏 https://t.co/4SzdypV7E4
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The Transcript
Airbnb CEO: "Airbnb closed out 2025 with strong momentum, delivering double-digit growth across our key top-line metrics during the fourth quarter. Despite a tough year-over-year comparison, our business accelerated in Q4 compared to Q3"

$ABNB: +6% AH https://t.co/wWkD3sKaNd
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The Transcript
$ABNB CEO: AI traffic converts better than Google

"...what we see is that traffic that comes from chatbots, converts at a higher rate than traffic that comes from Google."

$GOOG $GOOGL
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The Transcript
$ABNB CEO on their AI usage in customer support

“We built a custom AI agent trained on millions of our support interactions. It's already resolving a third of our support issues without needing a live specialist & resolution times are significantly faster."
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