Congrats, Brent!
12.03.2026 04:06
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Congrats, Brent!
Ah, I see he’s doing the 2DatST dance again. That is so not disco.
Yes! Progress. Thanks for sharing.
$CRWD and Perplexity partnership.
I think this is the sort of collaboration to which @pennyjilleckel.bsky.social has been pointing.
Via @quartr.com app
This is really funny. I have questions though, like who is responsible if Lobstar instructs someone to commit a crime and pays them for it?
Umit... lol
That’s rough. I don’t even like the change living on west coast US time and working on east coast US time.
First, you’ll have to cull the people in finance who don’t understand it lol
That is a good point. The multitude of variables that go into a post-earnings price outcome makes market making easier for sure.
Options hedges are essentially yes/no
Institutions pay for software channel checks which correlate most tightly to revenue, so there is investment. They are already placing long/short “bets” tied to price. If it were available, I think they’d bet on other metrics as well. My supporting evidence is the financialization of everything lol.
The scenarios I think of are two folds: -Single stocks bets to isolate some components like Penny describes here
-bets on disruption events that enable hedging on some root causes only
Theoretically, you could bet on each individual metric through prediction markets, rather than just betting on price in the stock market. Of course, they could run into a ton of regulatory issues.
… using a prediction market, then I’ve eliminated all other variables and my bet on revenue performance against consensus now makes me money, even if the stock price goes lower since I didn’t need to own the stock to bet on revenue performance (which as you point out, is similar to a CFD).
… the price outcome after the call: Billings, expectations, a C-suite exec stepping down, etc. I can be right on my revenue bet, but wrong on something else and therefore lose money in the stock.
If I instead bet on the singular revenue metric for that call…
A bit, yes, but a CFD is still tied to price. Suppose I want to own $CRWD before an earnings call because channel checks were generally good. The metric those are most correlated to is probably revenue. But revenue is only one metric, and there are many other variables that could impact…
I’m kind of wondering if we’re going to see prediction markets around individual earnings report metrics that would make outcomes more binary than buying a stock ahead of an earnings call.
Waiting on the cybersecurity partnership announcements 🤞
Phrases that irrationally annoy me:
“Genuinely curious”
“I cackled”
Where did these come from, and why are they so prolific?
We can assume curiosity when a question is asked, no need to reiterate. Cackling is for TV witches.
It’s as if I don’t exist at all 🥲
It’s true, Brent has been unfairly treated, but I have been put out of production entirely!
I can't compete with this.
Poor Brent. I understand his dependency now.
Ahh, looks nice! Heading to the beach next week. Can't wait
I'm laughing at the thought of a man named Brent reading this
Glad you’re ok
😂 Hopefully with less alcoholism
Dolomites have an exception for me though haha
I feel the same way! I know you are in the Midwest, and I’m originally from there too. Maybe that’s why we don’t get it? Lol
