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MuppetTrading's profile picture. I'm tweeting for entertainment purposes only. Before you act on any of my tweets, ask yourself - is "Random Muppet said so" really your thesis?

Random Muppet

@MuppetTrading

I'm tweeting for entertainment purposes only. Before you act on any of my tweets, ask yourself - is "Random Muppet said so" really your thesis?

7K貼文 3K位跟隨者 1K個跟隨中
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MuppetTrading's profile picture.
Random Muppet
@MuppetTrading
年10月8日

Jefferies $XYZ note after "Square Releases" sounds like they are really stepping up their game in restaurants vertical, I would guess $TOST is the one most at risk..

MuppetTrading's tweet image. Jefferies $XYZ note after "Square Releases" sounds like they are really stepping up their game in restaurants vertical, I would guess $TOST is the one most at risk..
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MuppetTrading's profile picture.
Random Muppet
@MuppetTrading
年9月10日

$WEC looks like a play on $ORCL as they seem to be powering Vantage Data Centers for them.. recent article from Bloomberg for color bloomberg.com/news/articles/…

MuppetTrading's tweet card. JPMorgan Chase & Co. and Mitsubishi UFJ Financial Group Inc. are leading a roughly $38 billion debt package to fund data centers connected to Oracle Corp. in Wisconsin and Texas, according to people...
Banks Ready $38 Billion of Debt for Data Centers Tied to Oracle
來源: bloomberg.com
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MuppetTrading's profile picture.
Random Muppet
@MuppetTrading
年8月25日

JP Morgan's Tusa in the weekly EE/MI note sounds a bit cautious on HVAC names.. $TT $JCI $LII $WCC on watch

MuppetTrading's tweet image. JP Morgan's Tusa in the weekly EE/MI note sounds a bit cautious on HVAC names.. $TT $JCI $LII $WCC on watch
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Random Muppet
@MuppetTrading
年8月20日

Cannot remember the last e-mail from Dan Stratemeier w/o mention of South Beach.

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JKeynesAlpha's profile picture.
J Keynes
@JKeynesAlpha
年7月25日

$MDB 🔥MongoDB: The Agentic + AI Data & Memory Layer Powering the AI Revolution 🔥 I’ve been working tirelessly to build the ultimate AI Leaders Portfolio to mint AI millionaires during the coming AI market boom. As the U.S. embraces AI innovation and AI transforms every…

JKeynesAlpha's tweet image. $MDB 🔥MongoDB: The Agentic + AI Data & Memory Layer Powering the AI Revolution 🔥 I’ve been working tirelessly to build the ultimate AI Leaders Portfolio to mint AI millionaires during the coming AI market boom. As the U.S. embraces AI innovation and AI transforms every…
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MuppetTrading's profile picture.
Random Muppet
@MuppetTrading
年7月22日

I got my cfo. With a team coming along.

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Random Muppet
@MuppetTrading
年7月21日

What the actual fuck is RAV endpoint security?

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Random Muppet
@MuppetTrading
年7月14日

Made my account public again, so here's the $MDB pitch again. Gained even more conviction over the weekend after thinking more about it.

MuppetTrading's profile picture. I'm tweeting for entertainment purposes only. Before you act on any of my tweets, ask yourself - is "Random Muppet said so" really your thesis?
Random Muppet
@MuppetTrading
年7月11日

Long $MDB vs ss vertical software like $NOW is my take. All the Cursor kiddos will be running on $MDB Atlas b/c they don't know any better and/or won't bother hosting their own Mongo.

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