Walgreens 2.0
aka Free Money 2.0
aka everyone's new favorite retail short 2.0
$CVS
$AMZN just guided AWS 1000bps above you on 2028 (the first time they’ve ever given a multiyr guide) and you’re negative because they missed the Q3 bogey by 100 bps?
My experience -- i rarely use search anymore. wonder if that comes back into the fray for $GOOG at any point. Curious how people's search usage has changed after downloading CC/Cowork and Codex?
Fire Mahoney $BSX
the loudest bulls at the top are now the loudest bears down -50 to -70%
i know the 'trade' is over
but y'all a bunch of morons
Julie 'Sandbag' Sawyer Montgomery
Great first showing. Welcome! $DHR





