“All I have in this world is my balls and my word, and I don’t break them for nobody.”
Joined January 2024
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thekidjax retweeted
“See, this is why I keep my portfolio in an FDIC-insured savings account clipping 3.05% APY”
thekidjax retweeted
The stock market will run a test once in a while to see how much of a pussy you are
What a weekly candle forming on $FIG. Has it finally bottomed? My money says yes.
$FIG starting to look interesting. Obviously their core product is already embedded into design/product teams. 139% net dollar retention too so existing customers are spending 39% more YoY which is nuts..
Anthropic, OpenAI, Grok/xAI partnerships all in the last 6 months on top of their existing google partnership
If software shows strength second half, maybe we see a reversal here
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thekidjax retweeted
BofA Assumes Coverage on $FIG with Buy Rating, PT $30
Analyst comments: "We are reinstating coverage of Figma with a Buy rating and a $30 price objective, based on 8x CY27E EV/sales. The stock is down 85% from its 52-week high amid concerns that generative AI could disrupt the design layer and compress its value. We take a more constructive view and believe AI is more likely a tailwind, not a headwind. In addition, we see encouraging traction in the company's transition toward a hybrid consumption/seat-based pricing model, creating monetization opportunities while reinforcing adoption."
Analyst: Tal Liani
$FIG starting to look interesting. Obviously their core product is already embedded into design/product teams. 139% net dollar retention too so existing customers are spending 39% more YoY which is nuts..
Anthropic, OpenAI, Grok/xAI partnerships all in the last 6 months on top of their existing google partnership
If software shows strength second half, maybe we see a reversal here
thekidjax retweeted
This is like when Curry hit 4 3s in a row against France to win us gold and LeBron fans were on the TL saying "this is so much fun when he's on our side"
thekidjax retweeted
Sea mine removal in the Strait of Hormuz could take 40-50 days once the effort begins, per Reuters.
This slide from $TKR investor day shows its humanoid robotics exposure.
Actuators are a key bottleneck and Timken touches bearings, encoders, precision drives, and linear systems.
They say their current offering can represent 25–30% of humanoid BOM & they are already working on designs/prototypes with several US companies
On this McKinsey humanoid supply chain map, $TKR has direct exposure to 4 key actuator bottleneck areas: harmonic/strain-wave drives, cycloidal drives, bearings, and encoders.
Could be more if you include parts of the linear motion stack.
Not a pure humanoid play, but the actuator exposure is more direct than most realize.
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