App Economy Insights
🚧 Wall Street hits a speed bump.

Fed fights, rate caps, and more.

• $JPM: Apple Card Takeover
• $BAC: Equities Surge
• $WFC: Growing Pains
• $C: Transformation Takes Shape

Let's visualize the big banks. 👇
https://t.co/SRUVhS0zOm
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God of Prompt
RIP complex data stacks (as we know them).

What used to take a full data team and weeks of setup now happens in minutes with Fabi 2.0.

One AI platform. Complete flexibility:

→ Connect HubSpot, PostHog, Shopify, Stripe, Google Ads

→ Chat interface to dashboards in seconds

→ Python-backed for custom analysis

Just ask AI. Fabi does the rest.

Today we’re introducing @hqfabi 2.0 - Your AI analyst for ALL your data

Connect to *any* data source.

Analyze it using an AI agent that understands (and learns!) your business.

Turn your insights into dashboards or workflows in minutes. https://t.co/ygODIvdCtc - marc
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Startup Archive
Mark Zuckerberg breaks down the Facebook “playbook”

“Phase one is build a thing that sparks some joy and that people appreciate. From there you want to get to something that is retentive. That way people who have a good experience with the thing come back and keep using it. And those two things are not always the same. There are a lot of things that people think are awesome but may not always come back to.”

He gives ChatGPT as an example of an awesome product that hasn’t quite solved retention:

“This level of AI is a miracle, but that doesn’t mean everyone is going to have a use case every week.”

After creating a spark and retaining people, step three is growth and scaling the community:

“Once you have retention, you can start encouraging more people to join. But if people aren’t going to be retained by it, why would you ask people to go sign up for something?”

And then the last and final step step (step 4) is monetization:

“We take a while to go through all those. We’re really in some sense only getting started on the monetization of the messaging experiences like WhatsApp with stuff like business messaging. But 2 billion people use the product every day. So we’ve scaled it pretty far. But I think with our model that sort of works.”

Video source: @verge (2023)
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Moon Dev
got cocky with this liquidation system and quant app

full ported short btc today

you see what happened

ggs hand trading, you got me again

ill be back in a couple days stepping on the gas

fully automated only

i dont think you can win 40x hand trading

i definitely cant

[week #3 results]

idk how im still alive trading 40x after 3 full weeks

if i was doing this by hand, i’d be at 0 by now

probably just lucky

i’ll probably blow up but the weeks over

+49% ($4,970 pnl | $10k max size)

thanks quant app https://t.co/LMmiSeSxT8 - Moon Dev
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Quiver Quantitative
BREAKING: Representative Bryan Steil's congressional stock trading bill has been approved by the House Admin Committee.

Some Democratic members have said that the bill doesn’t do enough to prevent insider trading.

It remains unclear whether it has the votes to pass the House.
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The Few Bets That Matter
$BABA is $GOOG

I've been saying this for more than a year, when $BABA was still below $90.

The Chinese discount is in effect today but greed will change that in a few month. https://t.co/k04N3r89j0

Let's just put things into perspective here:

$BABA owns Qwen and created by Alibaba Cloud, its version of Chatgpt

It is quickly becoming a strong rival and often matches on its benchmark scores.

OpenAI will be valued at $1 Trillion when it IPO's this year

$BABA currently has a Market Cap of $390 Billion and $BABA is considered still undervalued when evaluating its fundamentals from operations.

The market has not factored in Qwens value AT ALL.

$BABA could 3 X from here and still be undervalued.

$BABA is $GOOG. - The Long Investor
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God of Prompt
RT @godofprompt: n8n + nano banana is insane

just look at these static ads i generated

adding this workflow to my automations bundle soon

grab it 👉 https://t.co/C8Zzw2IMzE https://t.co/RTjHT6EqmT
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Fiscal.ai
ServiceNow is trading at its lowest multiple ever.

Forward EV/EBIT: 28.9x

$NOW https://t.co/nFTC7rLMAe
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The Few Bets That Matter
$NBIS is giving you a breakout retest.

Are you taking it? https://t.co/58oS2CktFU
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The Few Bets That Matter
$ADBE and $PYPL aren’t value.

What does value look like? I've shared a few value names that have outperformed since.

$SLB +33.8%
$HAL +47.2%
$DG +55%
$DLTR +59.2%

I’ll drop five more tomorrow for subs, names that haven’t moved yet.

Value exists, but it’s not where X keeps looking.

Receipts 👇
https://t.co/TKA7eqw40O
https://t.co/NYZueTqms8
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The Few Bets That Matter
"Why would I buy $PLTR today over $DG?"

Since that post, $PLTR is up 26.69% while $DG is up 33.04%

Why chase hype when you can make 10x safer returns on safer assets.

@MrFundaTechnic For sure my comparisons are meant to be violent ahah.

Agreed. But I invest my money for returns, not revenue growth and it's entirely possible that $DG returns more than $PLTR this year.

In that case... Why would I buy $PLTR today over $DG? - The Few Bets That Matter
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