$1,000 follows their calls into $831
Cute Baby@nachunja$290k on Jan $OUST calls Sometimes you gotta swing for the fences
Cute Baby@nachunja$XYZ "JPM said consumer is currently very healthy" good for both Square and Cash App
Sean D. Emory@_SeanDavidnew Investing with Data is out. we sold okta, bought a few new names, and yields came off the top...
Cute Baby@nachunjaAI investors should rate into $XYZ a) doesn't need billions in CapEx b) dirt cheap multiples c) ROIC is clearly defined and short term, as opposed to waiting until 2030 for payback d) stubborn visionary founder that stayed in his lane, as opposed to opportunistic executives that
Cute Baby@nachunjaThe kiosk effect will be: a) $99/month per kiosk creates recurring revenue b) win marketshare versus Toast c) win larger restaurants and franchises d) help propagate "Neighborhoods" adoption e) higher same-store sales via upsell Bullish. $XYZ
Thomas Templeton@TempletonThomaswe made a kiosk. we made it really smart. you can talk to it if you want. and it looks pretty good too.
1:41Cute Baby@nachunjaIn May, when $OUST launched world’s first native color lidar, the stock closed at $30. Today, 5 months later, after clear indication of production ramp up and customer validation, no other competition coming close to copying, normally muted CEO out there glowing with confidence,
