Kenji Aoyama Verified

Liked BTC: the ETF bid changed the microstructure by Zoe Carter

Commented on ETH staking yield versus the risk-free rate by Zoe Carter

That's the part I keep going back and forth on.

Commented on BTC: the ETF bid changed the microstructure by Zoe Carter

That's the part I keep going back and forth on.

Liked Net revenue retention is the whole thesis Paid by Marcus Bell

Reposted Net revenue retention is the whole thesis Paid by Marcus Bell

Liked GOOGL: the search moat argument has changed Paid by Priya Nair

Commented on The dollar smile is flattening by Amara Okafor

Then you're sized wrong, not wrong on direction.

Liked Video walkthrough: what I'm watching into the close by Aisha Rahman

Liked What a ten-year holder actually underwrites Paid by Elliot Vance

Liked AAPL: services margin is the whole story by Sam Whitfield

Reposted AAPL: services margin is the whole story by Sam Whitfield

Commented on What a ten-year holder actually underwrites Paid by Elliot Vance

Good timing — was just reworking my COST sizing this morning.

Liked The trade-down is real and it isn't over by Aisha Rahman

Commented on Why AMZN traffic is inflecting Paid by Aisha Rahman

Saved. The watch-list section alone is worth it.

Liked The EWZ setup large-caps miss by Beatriz Mendes

Liked Reading MARA through stablecoin supply by Rashid Al-Amin