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Arjun
@clipsofcrypto
参加 February 2025
128 フォロー中    939 ファン
Haseeb says earnings calls are bifurcating, a document dump for the agents and entertainment for everyone else "I like the take of stockholder communication bifurcating. At the moment of your earnings release, there's a document dump for the agents, for all the trading firms and hedge funds and anybody doing really sophisticated trading. You ingest that all immediately in some PDFs." "And then for the humans it's like a TV show. You get on your Twitch stream and it's entertaining and it's colorful." "We're moving to a world where the old school literal conference call is going away, because who is that for? Professional traders are not going to be using that anymore. So it's either financial entertainment for people who are vibe trading, like, I think it's time to buy, I like the CEO's confidence. And then you've got the agents making all the actual high frequency, large money financial decisions." "There's nothing in the middle anymore for these very serious conference calls. They'll basically become an artifact of the past pretty soon."
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