Marcus Wu

Market Strategist, Delphi Digital
@that1618guy · tracked since Mar 2026
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
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Best Calls
XYZ long +7.0%
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No live losers yet
Most Mentioned
SQ ×2
Recent Calls
XYZ long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +7.0% Long Return +7.0% Short Return -
Average Return
7d -0.9%
30d -7.0%
90d +13.7%
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XYZ Block, Inc. Block, Inc.
Long
Mar 04
$65.24
+7.0%
Block (Square) cut roughly 40% of staff after developing an internal AI tool ("Goose") to handle coding/workflows. The stock popped significantly on the news. This validates the "AI Efficiency" thesis where bloated tech companies cut opex (labor) to boost margins. Marcus suggests other CEOs will see this "playbook" and replicate it, making SQ the leader of this trend. LONG SQ as a beneficiary of AI-driven margin expansion. The AI tool ("Goose") fails to maintain product quality; morale collapse leads to talent drain.
Block (Square) cut roughly 40% of staff after developing an internal AI tool ("Goose") to handle coding/workflows. The stock popped significantly on the news. This validates the "AI Efficiency" thesis where bloated tech companies cut opex (labor) to boost margins. Marcus suggests other CEOs will see this "playbook" and replicate it, making SQ the leader of this trend. LONG SQ as a beneficiary of AI-driven margin expansion. The AI tool ("Goose") fails to maintain product quality; morale collapse leads to talent drain.
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