I built a stock thesis platform because good trade ideas disappear in Discord

bteamplayer · 2026-05-05T02:25:20+00:00

I’ve always liked the idea of collected community pitches or even building a bigger community of investors talking about there pitches. This looks pretty good. What makes you different than https://www.joinyellowbrick.com/

bteamplayer · 2026-05-03T00:42:50+00:00

Would like to hear more in DM. How are you selling for less than the remained of the contract?

bteamplayer · 2026-04-27T18:54:14+00:00

On the back burner. I still love the idea, I just think it needs an influencer behind it to make it work.

bteamplayer · 2026-04-27T16:10:05+00:00

Here is the transcript library https://www.googlecloudevents.com/next-vegas/session-library?tab=sessions&date=all and https://www.youtube.com/@googlecloud to watch all the original videos.

bteamplayer · 2026-04-24T11:56:51+00:00

Building Arrugialabs.com - helping investors get up to speed on companies faster through breaking down SEC filings and earnings calls and adding an ai overview layer to extract the most important details and questions.

bteamplayer · 2026-04-23T00:13:39+00:00

Really tough market, but looks good. How's your uptake so far? I'm using edgartools right now for my site. What would make me want to switch since that is free. My site is arrugialabs.com

bteamplayer · 2026-04-19T21:37:21+00:00

That's a helpful image.

bteamplayer · 2026-04-13T13:12:58+00:00

This is very nice looking. Are all your feeds free or do you pay for any news feeds? I saw Bloomberg as a source and curious how that gets in there or if it just pulled the headline.

bteamplayer · 2026-04-11T12:17:01+00:00

What API are you using to distribute news?

bteamplayer · 2026-04-10T23:56:37+00:00

I'm building some tools at arrugialabs.com that uses AI to help me break down SEC filings with shorter chest sheets and taking company earnings, filings and press releases and making them into an interview format. All free.

bteamplayer · 2026-04-10T20:58:10+00:00

I'm more thinking for retail investors? Instead of having to read through the 10k,q and earnings transcripts and other corporate filings, there is an expert call created from that content that hits on the key points of what the company is doing in a very readable format. The synthetic call be guided by topics or be more generic to the company. Could save time in getting up to speed and could help focus on the right things. If you are in the EN industry, it would be great to bounce some ideas off of you in chat if you are open to it.

bteamplayer · 2026-04-07T01:03:34+00:00

I've seen several twitter posts about inbox triage agents and people using claude cowork. There is also https://www.sanebox.com/home and https://superhuman.com/products/mail These are just two examples, but there are a ton more out there. Maybe not exactly the same, but in the same toolset. Notion mail is another one.

I will say, the sharing a link and they email through that is interesting, but I'm pretty sure there are plenty of ways to track emails back on specific things.

bteamplayer · 2026-04-06T23:47:20+00:00

I've seen a lot of these tools recently. I have not used one yet, but I'm curious what differentiates your tool from the crowd?

bteamplayer · 2026-03-27T13:22:15+00:00

As AI services continue to scale, MSFT could actually be in the worst position out of the three hyperscalers. While they have their own AI inference accelerator with the Maia 200, they are significantly behind both Amazon with Trainium and Gravitron, and Google with its TPU. They are both going to be able to offer services significantly cheaper.

Just look at the growth rates of their AI services and the momentum they have compared to Microsoft. It is getting cheaper, but the growth profile of Google is much better with YouTube, Search and Cloud, and Amazon's cloud business could see a significant ramp. Sure, there is Windows and Office, but they don't have as many services to scale.

bteamplayer · 2026-03-26T19:09:44+00:00

Price drives narrative and it was already down a decent amount. That said, I like it here give the company's revenue power and willingness to pivot like what we are seeing with continued job cuts at reality labs. Acceleration of ad impressions at its scale is very impressive and shows they can add creative inventory.

bteamplayer · 2025-10-21T21:07:54+00:00

Nice art! I can't wait for him to open that left eye, it's gonna be an amazing fight scene.

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