Raw signal, scraped and timestamped.
Source material behind every call on the tape.
The Former CEO of Wendy's Ruined the Company, Now A Wendy's Legend is Back
Does anyone remember the "dynamic pricing" controversy a couple years ago? Yeah, that was former Wendy's CEO, Kirk Tanner's doing. This dumb motherfucker basically ruined the company in 18 months. He was borrowing money to buy back stock at double …
Whats an exit strategy?
Half cash, half stock. All Margin.
Meta is not getting AI right
[https://imgur.com/a/0eWPf60](https://imgur.com/a/0eWPf60) This morning, while opening WhatsApp on my Mac, the app updated and restarted, ask me to scan the QR code with phone to log in. For no clear reason, the computer app gets flagged as spamming. I haven't used …
Comcast - NBCUniversal Auction, Not Spinoff, a la WBD
Big new by Comcast today, but I think something will happen sooner. Look at WBD. * June 2025: WBD announces its split into Streaming & Studios and Global Networks. The company was trading around $9.50-10/share. * December 2025: Netflix offers …
$CXAI DD: The Market Is Waiting for Proof
It's been a frustrating couple of weeks, CXAI believers. Many of us expected more (I know I have) after the EngineRoom acquisition, the CXAI 2.0 launch, and continued momentum in enterprise AI. Instead, the stock has drifted lower, volume has …
Moat of the NOW, SAP, VEEV.
I don't know why people hyping Servicenow so much over ledger systems like SAP and Veev. Is it orchestrated or just a following ship? I know NOW handles and tracks whole internal operations of the company over digital blueprint but …