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Digital Turbine

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It’s Google. MSFT will not die but will not thrive either. They don’t have a phone and OpenAI is a distant second to Gemini now. Amazon has dead weight, and its other offerings are competitive but not a clear winner. Google has the its search, Gemini, YouTube, GCP, Waymo, Android - each of them a market leader for in top 2. The second tier of apps like maps are a data mining hub. With its own TPUs, it owns the mines and the machinery.
This just in, Xi bans selling stocks. Sell button has been removed from all Gynese brokerage apps. Anyone caught trying to sell will lose 1000000 social credit
So many scams on dating apps. This cute chick(not really) on Hinge really wants my phone number to imessage me.
Rather than deleting the apps, I’m just gonna throw my phone in the fucking river
stocks valued on expectations. falling us dau is a long term negative. There’s an easy path for it to double, cut 20 percent of staff, reduce SBC, hire new ceo. There it’s now a 10 dollar stock. If super voting shares didn’t exist Bending Spoons( who acquired Vimeo and other apps) would probably already placed a bid. But Evan doesn’t seem like he will ever give up control.And he still doesn’t seem to care about burning money because he already sold billions of stock. So it’s just going to keep grinding lower until he quits.
Tbh at this point I really can’t tell if this is just a normal correction or if it will go deeper. This isn’t anything we haven’t seen several times over the past few years in terms of price action. So far it just feels like the typical “Massive run up, high expectations into earnings, market looks for a reason to dump > geopolitical tensions + earnings aren’t *good enough* > dump” It’s the backdrop of the metals rally, the narrative of the Sell America trade, and increased friction with our trade partners that’s actually worrying. My concern is that we’re eroding a lot of the stable foundation that has allowed us to bounce back quickly in the recent past. It’s a balance of not wanting to be alarmist but also not wanting to sleepwalk into disaster. I’ll be buying this dip, but my level of confidence in that decision right now is far lower than it has been at any other point. I believe that based on current news this is just a normal correction, but the flood of chaotic events constantly these days gives me pause. Further escalation in trade tensions with our partners seems to be a certainty, as that seems to be mango’s preferred negotiation tactic. I think “softwaremageddon” is a bullshit narrative. Sure some basic ass apps can be created, but Salesforce isn’t getting replaced on an enterprise level by some shit an LLM spat out. Companies like Crowdstrike specializing in cybersecurity will become more important, not less. The dump in that sector is overblown.
But did you download one of those apps for an AI girlfriend?
Close the apps and go touch grass. Only way we can get through this. Don’t touch the sell button unless you are on margin. Then 🤷🏼‍♂️
I work for a school district and we are actually in the process of purchasing several thousand dollars of office licenses because they require an upgrade to A3 to use desktop apps.
As soon as I got ghosted on these apps I just deleted them I can't imagine actually paying for this garbage
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