Coming in at #28. I am happy to make @MarketWatch top 50 investor Twitter's to follow in 2017.

HAPPY THANKSGIVING EVERYONE! So thankful for so much!

NVIDIA just hit its seventh 10% pullback since ChatGPT launched. The pattern is the same every time. • Average total drawdown is -18% • Median time to the trough is 31 trading days • New highs have followed every prior cycle Today’s drop sits right in line with history at

If you aren’t seeing the rotation, your eyes aren’t open. It’s subtle until it isn’t. Then it moves all at once.

Again, here’s how many mortgages would be refinance-able at certain rates. 6.25% —> 1.5m borrowers 6.00% —> 2.2m 5.75% —> 3.0m 5.50% —> 3.6m 5.25% —> 4.1m 5.00% —> 4.9m 4.75% —> 5.5m 4.50% —> 6.1m 4.25% —> 6.6m 4.00% —> 7.8m 3.75% —> 8.8m 3.50% —> 10.2m 3.25% —>

Freight rates fall 32%. That’s margins for retailers.

Zoom making new highs. Highest levels since 2022. @ericsyuan is back with Ai companion up 4x Y/Y. One of a handful of companies winning on application layer with AI. $ZM

Investors may have chose to flee, Amazon chose to build. Amazon drawdowns.

Bitcoin is doing exactly what it always does after a 20% drop. Across 15 prior cycles, the average total drawdown after the first 20% pullback is -38.35%. Today? Bitcoin sits at roughly -38% from the highs. • Median extra drawdown after the first 20%: -8.56% • Median time

Is @Jack Satoshi? He was asked at $XYZ investor day and now Baird team surfaced a couple key connection points. Very few people fit the Satoshi profile… but Jack Dorsey is one of them. • first-ever post on the BitcoinTalk forum from Satoshi was Nov. 19, which also is

Regardless invest at your own discretion.

Is that too straightforward?

Zoom using Ai Avatar for earning script. THIS IS THE AI COMPANY TO BET ON $ZM

Congrats to $ZM on Earnings: They didn’t just beat. They beat across the board and then raised full-year guidance more than the size of the beat. 💪🏼 Ai + new products + online and enterprise both growing + RPO healthy + international growing. • Q3 revenue $1.229B vs

Zoom showing up in AI: $ZM A lot of companies talk about AI. Very few are showing real usage and real revenue impact at the application layer. Zoom is one of the exceptions. 💪🏼 (ZCX = Zoom Contact Center) • Zoom AI Companion now has millions of MAUs, growing over 4x Y/Y

Welcome to $OMCL

@_SeanDavid Definitely looking to heavily differentiate Tidal from all of the others on that list :) Every iteration getting us closer. Glad you got to meet with the team! We would love to share more + have a Tidal Releases moment in '26.

Now to brokerage apps. Brokerage app activity in October showed a category that’s stabilizing with a few clear outperformers. • Total MAUs +8% Y/Y and +2% M/M • Robinhood +3% Y/Y and +2% M/M • Fidelity +36% Y/Y and +5% M/M • Webull -5% Y/Y and flat M/M • Schwab +20% Y/Y

Crypto app activity picked up in October too. Here’s active users across the category… • Total MAUs +6% Y/Y and +3% M/M • Venmo +2% Y/Y and +2% M/M • Cash App +4% Y/Y and +1% M/M • Binance +4% Y/Y and +4% M/M • Coinbase +19% Y/Y and +5% M/M • Crypto . com -1% Y/Y but

Cash App leading P2P app activity. For October shows a pretty clear split in momentum. • Cash App MAUs +4% Y/Y • Venmo MAUs flat Y/Y • PayPal MAUs +2% Y/Y • Google Pay -5% Y/Y Shop a different product, growing nicely tho. $XYZ

Look at Tidal Smaller base but Tidal app revenue +20%, higher than Amazon Music. The note is “Apple Music and Spotify keep raising prices and making changes users don't always love. That creates openings for alternatives with similar catalogs like YouTube Music, Amazon Music,