XYZ
3 tracked calls · 3 long · 0 short · last 90d: 2L/0S
first called by TBPN 3mo ago
IN TRACKED PORTFOLIOS
LONG1mo ago
“Cash App just dropped the sickest— dude, have you seen this Cash App product? This thing is unbelievable how cool this is. I fucking love this.”ThreadGuy
Cash App's new credit card wand is a viral product, Chris Camillo already polling demand
XYZLONG@ $71.79
$79.58+10.86%
since call Jun 4
peak +18.2%
LONG2mo ago
“Jack Dorsey came out and said that he was going to do a 50% elimination because of AI.”All-In Podcast
Block was badly overstaffed vs peers; a 50% cut (AI-washed or not) is a real efficiency catalyst
XYZLONG@ $74.56
$79.58+6.74%
since call May 29
peak +10.6%
LONG3mo ago
“Jack, came out and just said, no, I'm pivoting the entire infrastructure of this company for an AI era. We think you're going to need to be remote … because…”TBPN
Square is repositioning hard for the AI era with remote-first small teams, framed as a winner approach
XYZLONG@ $60.45
$79.58+31.64%
since call Apr 7
peak +39.7%