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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 13 LONG Alex Finn
AI Content Creator / Expert
"One of the only moats left at the end of the day is your distribution." Finn uses his AI to scrape X 24/7 to find trends and build products. In a world where software creation is commoditized (anyone can build an app), the only differentiator is the ability to reach customers. Platforms that own the "distribution" and the real-time data flow (X) become the most valuable real estate. Long the platforms controlling attention and data distribution. User churn or platform instability. Thread Guy
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