Seanfoss's profile picture. Building @picassomarkets

Sean

@Seanfoss

Building @picassomarkets

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A new way to play markets


We need an entry point to finance that meets retail where they are. Picasso Markets is built on this thesis. Simple, gamified, entertaining.

This NYU paper basically says: retail investors spend 6 minutes researching a trade - mostly just looking at charts What most people actually want is an entertainment platform. Not a finance app The best intimately recognize this and are building entertainment super-apps…

TheOneandOmsy's tweet image. This NYU paper basically says: retail investors spend 6 minutes researching a trade - mostly just looking at charts

What most people actually want is an entertainment platform. Not a finance app

The best intimately recognize this and are building entertainment super-apps…


$SOFI stock was up moderately Friday after NY Fed President John Williams hinted there's room for another rate cut in December. $SOFI would have been up more but the Chief Risk Officer and an EVP announced share sales on Friday. $BTC Bitcoin was up around 5% over the weekend,…


Is there a prediction market on this yet?

"Kalshi Inc. fears it may have to liquidate $650 million in open derivative contracts if a Massachusetts court grants the state’s attorney general’s request to halt its sports prediction market operations there" Kalshi Warns $650 Million at Risk if Court Halts Trading…

astraffon's tweet image. "Kalshi Inc. fears it may have to liquidate $650 million in open derivative contracts if a Massachusetts court grants the state’s attorney general’s request to halt its sports prediction market operations there"

Kalshi Warns $650 Million at Risk if Court Halts Trading…
astraffon's tweet image. "Kalshi Inc. fears it may have to liquidate $650 million in open derivative contracts if a Massachusetts court grants the state’s attorney general’s request to halt its sports prediction market operations there"

Kalshi Warns $650 Million at Risk if Court Halts Trading…


I am raising my 2030 target on Nvidia $NVDA from $10 trillion to $100 trillion market cap. It may sound extreme, but my new analysis lays out a data-driven, fundamentally grounded case for how Nvidia can realistically reach a $100 trillion market cap by 2030. Link in bio.

I am raising my 2030 target on Nvidia $NVDA from $10 trillion to $20 trillion market cap. It may sound extreme, but my new analysis lays out a data-driven, fundamentally grounded case for how Nvidia can realistically reach a $20 trillion market cap by 2030. Link in bio.



Show me a more fun way to play the market


I was fired from Cloudflare this morning. I ran our company's Data Center team for North America. Turns out our senior leadership wasn't a fan of me unplugging our data centers once every 6 months just to keep everyone on their toes. Taking some time to reflect and will start…


Will $OPEN rally or decline today?

Seanfoss's tweet image. Will $OPEN rally or decline today?

Can Spiderman save Aston Martin stock? $AML.L

Seanfoss's tweet image. Can Spiderman save Aston Martin stock?

$AML.L

For Tom Holland, it’s always been Aston Martin. Which is why today, we’re proud to share that BERO is the official alcohol-free beer partner of Aston Martin. With craftsmanship at the core of both brands, this partnership reflects a shared commitment to craft, character and…



$GOOG traded at a discount to the rest of the Mag7 over the past year as investors questioned its AI position and worried that prioritizing AI answers could cannibalize its core search business. This quarter changed the narrative and I expect google to continue higher into the…

Seanfoss's tweet image. $GOOG traded at a discount to the rest of the Mag7 over the past year as investors questioned its AI position and worried that prioritizing AI answers could cannibalize its core search business.

This quarter changed the narrative and I expect google to continue higher into the…

Amazon cutting 14,000 corporate jobs before Q3 earnings Thursday seems ominous I’m betting we’re opening up but a @POTUS post takes us lower in the afternoon. Top indicators I looked at for Amazon today: 1) Amazon blamed AI and bureaucracy for cutting 14,000 jobs, when it…


How big is the market for people who take a bit of soda from each dispenser? Yum! Brands $YUM Market Cap: $41B Revenue: $7.9B FCF: $1.5B

🚨20 mins to draw your $YUM predictions for today🚨

PicassoMarkets's tweet image. 🚨20 mins to draw your $YUM predictions for today🚨


Imagine drawing a line and earning +100,000x 🤯


$SBUX is going up today. Fall is here, which means it’s pumpkin spice latte szn ☕️ 🎃.


When was the last time you saw someone using a GoPro? I get the sense that GoPro’s have been relegated to just extreme sports. Meta glasses and others will take most share of daily 📹 Market cap -> $360m Revenue -> $750m Total debt -> $122m Cash -> $57m TTM FCF -> -$79m

Seanfoss's tweet image. When was the last time you saw someone using a GoPro?

I get the sense that GoPro’s have been relegated to just extreme sports. Meta glasses and others will take most share of daily 📹 

Market cap -> $360m
Revenue -> $750m
Total debt -> $122m
Cash -> $57m
TTM FCF -> -$79m

🚨15mins left to submit your $GPRO prediction🚨

PicassoMarkets's tweet image. 🚨15mins left to submit your $GPRO prediction🚨


Build-A Bear Workshop is up 1,678% over the last 5 years, outpacing gold and Bitcoin!? $BBW has been a 🚀


Krispy Kreme Inc is down 82% since going public in 2021. But with short interest now at 30% and a ticker like $DNUT 🍩, this stock could get squeezed if the retail army catches wind! Market Cap: $587M


$DJT is trading at over 1000x revenue 😂 power of narrative and personality!? Less than $4m in revenue Market Cap of $4.8B Trump Media & Technology Group


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