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36:10LONG
“it's all the spending and no revenue acceleration associated with that spending”
@TBPN
Meta is one of history's best businesses getting no AI credit while ad revenue grows 33%, but spend with no revenue acceleration caps it
METALONG@ $616.77
$565.20-8.36%
since call May 5
peak +13.4%
“it feels like this is Shopify, you know, firing on all cylinders … orders from AI searches are up nearly 13x year on year”
@TBPN
Shopify firing on all cylinders: enterprise brands flooding in, 14% of US e-com, and agentic commerce orders up 13x
SHOPLONG@ $104.14
$114.44+9.89%
since call May 5
peak +25.9%
“I don't think you get to Foot Locker through an agentic conversation. … it should show you, based on merit, an On Running pair of hiking boots.”
@TBPN
Agentic, merit-based shopping bypasses retail brand moats and surfaces premium DTC names like On, lifting ONON.
ONONLONG@ $35.23
$36.60+3.88%
since call May 5
peak +12.3%
“about a third of the world's electricity every day is created with our equipment through our customers. Oh, exclude China. And even with China, it's 25%.”
@TBPN
GE Vernova powers a third of world electricity and is sold out as AI and electrification demand surges.
GEVLONG@ $1,086.80
$974.95-10.29%
since call May 5
“with me running eBay, I think that the company— the earnings power of the company is going to increase substantially … The platform stagnated over the last decade, and, uh, I could do a lot with eBay.”
@TBPN
Cohen wants to buy eBay, run it himself, and lift its earnings power and growth substantially
GMELONG@ $24.45
$22.03-9.92%
since call May 5
“the website still looks the same as it did in 1995”
@TBPN
eBay is a durable, undermanaged platform that can be cut hard and grown in live commerce under new ownership
EBAYLONG@ $106.30
$114.17+7.41%
since call May 5
peak +10.5%
TIMESTAMPS
36:10
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46:14
51:08
94:54
97:00