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App Economy Insights
📊 This Week in Visuals

❄️ $SNOW: RPO Surge
🌐 $IOT: Profitable Scale
🖥️ $HPE: Networking Pivot
👁️ $S: AI Traction & CFO Exit
🔐 $OKTA: AI Identity in Focus
🔷 $RBRK: Cyber Resilience Breakout
and many more!
https://t.co/745tO23SlQ
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Crypto whales when everyone is selling https://t.co/rz9QP9XwNy
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Crypto guys in 2026 https://t.co/x2HHpKurkU
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Friend: “So, you gonna cash out at least now,when Bitcoin hits $100K?”

Me: https://t.co/TGsT13dMJt
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just sold the house for more cash to buy the dip https://t.co/xKTbCyTdTb
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RT @naiivememe: naiive is sharing tips and experiences for subcribers

X sending me 2 ETH every month

what is stopping you from get X Premium and start posting today ? wagmi https://t.co/mvf82i7GsD
- naiive
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RT @naiivememe: X sending me 2 ETH every month

what is stopping you from get X Premium and start posting today ? wagmi https://t.co/mvf82i7GsD
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Me and bro after following James Wynn strategy https://t.co/HNWpRFRsp7
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Me logging into Crypto Twitter to scroll memes and make bad financial decisions all day https://t.co/UEIH44DCHE
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App Economy Insights
What are you watching this week?

• Tuesday: $GME
• Wednesday: $ORCL $ADBE $SNPS $CHWY $MTN
• Thursday: $AVGO $COST

All visualized in our newsletter! https://t.co/5gD4f5aNno
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EndGame Macro
Read entire thread…

1) The deflationary rental environment, particularly in the Sun Belt area of America, is one reason why I believe we'll continue to see more inventory hit the market next year.

Simply put, many investors and landlords over-extended themselves during the pandemic boom, bought near peak values and low cap rates, and can't afford to hold properties through a declining rental environment.
- Nick Gerli
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