Substack · Elliot’s Musings · Elliot
An Early Read on Software Earnings: Everyone Beat, Half Got Sold
For the better part of two years, the argument about application software has been whether AI agents would eat seats.
US · 1 entry · 1 publication
TWLO
Twilio
- Entries
- 1
- Bullish
- 1
- Bearish
- 0
- First
- Jun 14, 2026
- Latest
- Jun 14, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on TWLO at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeSector research that mentions it
1Timeline
Newest to oldest- June 2026 1 entry
Substack · Stock Talk Newsletter · Ben Brostoff
TWLO, MGM, WEX
TWLO valuation, MGM Osaka and DKNG prediction markets, WEX at 7x P/E
Since publication +30.5% α +28.9 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.