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“Getty Images was planning to merge with Shutterstock. These are two essentially stock photo sites. In theory they should be absolutely decimated by AI image generation.”
@TBPN
Getty Images' abandoned merger leaves it exposed to being absolutely decimated by unlimited free AI image generation.
GETYSHORT@ $0.81
$0.37+54.49%
since call Jul 8
peak +55.8%
“These are two essentially stock photo sites. In theory they should be absolutely decimated by AI image generation... essentially unlimited free editorial images in the form of AI-generated images.”
@TBPN
AI image generators pump out unlimited free pictures that instantly decimate the paid stock photo model, crushing Shutterstock to a $329 million market cap.
SSTKSHORT@ $8.75
$5.39+38.38%
since call Jul 8
peak +41.1%
33:36SHORT
“Lucid still has plenty of 2026 models, so it's offering customers an interest-free loan incentive... you're signing up to work with a company that a lot of people think might not be around forever.”
@TBPN
Lucid faces existential survival risks as heavy vehicle depreciation and excess inventory force the company to offer interest-free loan incentives.
LCIDSHORT@ $5.83
$7.49-28.61%
since call Jul 8
peak +46.9%
“GPUs are pretty sold out for the next few months and for almost like the rest of the year, especially if you want to like stand up data centers in the US. So I think this is actually the main bottlene”
@TBPN
AI GPUs are completely sold out for the foreseeable future, locking in massive revenue visibility.
NVDALONG@ $204.12
EXIT$208.76+2.27%
since call Jul 8
peak +4.8%
flipped Jul 23 · held 15d · record frozen at +2.27%
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“none of that happened all they did was cannibalize their existing business they didn't expand the market for console gamers all they did was have gamers who would have paid way more to play these game”
@TBPN
EA Play is bundled into Game Pass Ultimate; shrinking Game Pass subscribers directly hits EA's revenue.
EASHORT@ $201.37
$206.23-2.41%
since call Jul 8
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