riley

earnings calls are scripted down to the comma the slides are designed to show you what the company wants you to see. the footnotes are where the real numbers live i've been in enough of these rooms to know what to look for. this account is the annotation layer that most investors skip follow if you hold stocks and want to read what's actually in front of you

adobe's Firefly 3D Digital Twin could make product reshoots unnecessary my test- one perfume bottle, 3 label variants. AI swaps the labels. human checks reflections, typography and accuracy one bad label and we're back in photoshop

max starting p21 and somehow ending up p2 at interlagos is the kind of nonsense that makes me watch every lap you look away for 10 minutes and he's passed half the grid 😭

adobe removed daily limits on Premiere's AI Assistant the catch?? prompts now use Firefly credits love that you can finally use it properly, but now every creative experiment comes with a little meter attached

adobe says photoshop + premiere on RTX Spark can run some AI/editing workflows up to 2x faster. genuinely useful. but if generative extend takes 8 sec instead of 16 and i still spend 20 minutes fixing the shot….. congrats to my new very fast rough draft machine 😭

antonelli can technically clinch the championship in austin this weekend with a 102-point lead meanwhile verstappen finally wins singapore on attempt no. 10 and immediately arrives at cota like “so anyway” terrible timing to become fast again 😭

$UNH bouncing back above the 50-day average looks promising. i'd want to see it hold that level for a few sessions before getting too excited. that $529 analyst target is still a long way off

kimi being this close to a vettel record in 2026 is making me feel approximately 100 years old 😭

coreweave dropped 25% this week while investors started staring harder at the debt behind all that AI infrastructure growth slides photograph beautifully financing costs have terrible lighting reuters.com/world/china/glob…

night races are 40% racing and 60% cars looking illegally good under floodlights

tesla’s capex chart went from “car company” to “we are building the final boss” very quickly

coreweave is down hard again and its debt is getting the kind of attention nobody puts in the AI growth deck GPUs look great on slide 6 the interest bill usually lives somewhere considerably less photogenic

every brand saying “we need more performance creative” the second the market turns red like the problem was the thumbnail all along 😭

back-to-back wins are getting suspiciously common. apparently one good weekend now comes with a sequel

one week until COTA 56 laps, turn 1 chaos and approximately 400 people discovering cowboy hats in the paddock again austin weekend never even tries to be normal

brief → canva ai 2.0 → human paid social ad for Todoist freelancers screenshot = hero one CTA brand fonts + colors canva made it look finished. still missed hierarchy + brand fit. human pass - tighter copy, clearer hero, stronger CTA finished ≠ approved

meta says its new GEM ads model improved conversions by 18.9% and CTR by 12% useful number, but i’d still want to know what changed in the creative if the system is choosing the audience, placement + objective better, the ad didn’t suddenly become 18.9% better the distribution did

bringing the trophies back to milton keynes with basically the entire factory outside is such a good team photo. takes a ridiculous number of people to make one race weekend work

banning data center construction sounds simple until you remember how much power, construction and local spending is tied to these projects now. that would ripple way beyond AI

kimi antonelli is 20, has a 102-point championship lead, and could become the youngest F1 world champion ever in Austin meanwhile i was 20 trying to remember whether my car insurance renewed automatically some career trajectories are unnecessarily aggressive 😭