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memenodes
Crypto mood right now https://t.co/5kEXH6ye7V
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Crypto mood right now https://t.co/5kEXH6ye7V
JUST IN: Trump threatens 200% tariffs on France tweet
AkhenOsiris
$CRWD
Citizens reiterates Outperform for CrowdStrike with a price target of $550.
The firm cited CrowdStrike’s recent acquisitions in identity governance and secure browser space as strategic moves that close potential functional gaps and limit competitors’ ability to claim wider platform breadth, particularly Palo Alto Networks. These strategic initiatives come as the company maintains moderate debt levels with a debt-to-equity ratio of just 0.2.
Citizens noted ongoing sentiment from security executives that larger platforms have an inherent advantage, with CrowdStrike firmly established in this category as what its Founder & CEO George Kurtz describes as the "first hyperscaler of cybersecurity."
The research firm expressed belief that AI’s hypergrowth presents opportunities for cyber vendors to increase sales of current offerings while developing or acquiring products specific to AI security needs.
According to Citizens’ Cyber 66 survey data, CrowdStrike is in a leading position to capitalize on the AI security market.
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$CRWD
Citizens reiterates Outperform for CrowdStrike with a price target of $550.
The firm cited CrowdStrike’s recent acquisitions in identity governance and secure browser space as strategic moves that close potential functional gaps and limit competitors’ ability to claim wider platform breadth, particularly Palo Alto Networks. These strategic initiatives come as the company maintains moderate debt levels with a debt-to-equity ratio of just 0.2.
Citizens noted ongoing sentiment from security executives that larger platforms have an inherent advantage, with CrowdStrike firmly established in this category as what its Founder & CEO George Kurtz describes as the "first hyperscaler of cybersecurity."
The research firm expressed belief that AI’s hypergrowth presents opportunities for cyber vendors to increase sales of current offerings while developing or acquiring products specific to AI security needs.
According to Citizens’ Cyber 66 survey data, CrowdStrike is in a leading position to capitalize on the AI security market.
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AkhenOsiris
RT @JerryCap: The globalists have arrived this morning to gently pat President Retard on the shoulder. He's getting what I call a retardation margin call. The last time this happened was March/April.
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RT @JerryCap: The globalists have arrived this morning to gently pat President Retard on the shoulder. He's getting what I call a retardation margin call. The last time this happened was March/April.
$VIX > 20 https://t.co/YYuPt9Oceh tweet
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AkhenOsiris
@trader_53
Ursula learning from Trump to pump up the deals 😂
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@trader_53
Ursula learning from Trump to pump up the deals 😂
Ursula von der Leyen:
Right after Davos, I will travel to India.
We are on the cusp of a historic trade agreement—some call it the “mother of all deals.” https://t.co/6C2V0oDGLe tweet
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Quiver Quantitative
RT @QuiverQuant: BREAKING: We just caught some wild new trades.
Senator Markwayne Mullin bought up to $50K of stock in both Raytheon and Chevron just days before the US strike on Venezuela.
Mullin sits on the Senate Armed Services Committee. https://t.co/ALfhI0ZiKt
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RT @QuiverQuant: BREAKING: We just caught some wild new trades.
Senator Markwayne Mullin bought up to $50K of stock in both Raytheon and Chevron just days before the US strike on Venezuela.
Mullin sits on the Senate Armed Services Committee. https://t.co/ALfhI0ZiKt
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Startup Archive
RT @perchdotapp: “Books are the closest thing you’ll ever come to finding cheat codes for real life. You can access the entire learnings of someone else’s career in a few hours.”
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RT @perchdotapp: “Books are the closest thing you’ll ever come to finding cheat codes for real life. You can access the entire learnings of someone else’s career in a few hours.”
Tobi Lutke: Books are a cheat code for life
Shopify founder Tobi Lutke explains why he reads so many books:
“If you don’t read books, you live a lifetime. If you read books, you live 1,000 lifetimes.”
David Senra reads a quote of Tobi’s back to him:
“Books are the closest thing you’ll ever come to finding cheat codes for real life. You can access the entire learnings of someone else’s career in a few hours.”
Tobi comments:
“I really think we need to shout this point from a rooftop. The one weird trick seems to be: read books. It kind of doesn’t matter [what you read], just make a habit of reading books and ideally change genre every three books or so. That alone will give you a range that you can draw on for basically everything you will ever do.”
However for business books, there is an important caveat:
“When I went from programmer to business and had to learn business really quick, I got really dismayed with the quality of business books pretty quickly. Frankly, business books are largely written by the people who have time — not the people who actually build companies. So you read between the lines as well. If the person who started the company or the person writing the book is a salesperson, every problem can be solved with sales. If the person is a marketer, every problem can be solved with marketing. At least that I can takeaway as a trap to not fall into. I was determined to not be the engineering-type founder who was going to see everything as an engineering problem.”
Video source: @davidsenra (2026) tweet
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Dimitry Nakhla | Babylon Capital®
𝟏/𝟕 Chris Hohn just made $18.9B in a single year — the largest hedge fund profit ever recorded
A thread of Chris Hohn’s best recent clips from the “Money Maze Podcast” — organized by topic: competition, long-termism, barriers to entry, pricing power, disruption risk, & fads🧵 https://t.co/HjE9ptYz6q
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𝟏/𝟕 Chris Hohn just made $18.9B in a single year — the largest hedge fund profit ever recorded
A thread of Chris Hohn’s best recent clips from the “Money Maze Podcast” — organized by topic: competition, long-termism, barriers to entry, pricing power, disruption risk, & fads🧵 https://t.co/HjE9ptYz6q
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Brady Long
Alibaba just turned Qwen from “chatbot” into something much bigger.
The Qwen App by @AlibabaGroup is now an agentic AI that can complete real-world tasks end-to-end inside a single chat.
This is what AI looks like when it actually does things 👇 https://t.co/fG9n7K7jOj
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Alibaba just turned Qwen from “chatbot” into something much bigger.
The Qwen App by @AlibabaGroup is now an agentic AI that can complete real-world tasks end-to-end inside a single chat.
This is what AI looks like when it actually does things 👇 https://t.co/fG9n7K7jOj
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Wasteland Capital
$MU hit $380 today. +345%.
Legendary speed-run for the Micron Whisperer.
100% driven by fundamentals: Demand-driven, product-led top line + low incremental costs = Insane GAAP earnings growth. Beyond old school.
Mega-cap alpha beyond human comprehension. https://t.co/9xjMpoXnHL
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$MU hit $380 today. +345%.
Legendary speed-run for the Micron Whisperer.
100% driven by fundamentals: Demand-driven, product-led top line + low incremental costs = Insane GAAP earnings growth. Beyond old school.
Mega-cap alpha beyond human comprehension. https://t.co/9xjMpoXnHL
Another perfect entry into $MU. On the hour. Today above $99, +17% over the lazy two holiday weeks.
This is why they call me the Micron Whisperer.
The MU-zilla.
The Duke of HBM.
The RAM-Man.
The Semi-Pro.
The Meme-ory Maker.
Also known as Chip-gazmo. tweet