Sean D. Emory
@_SeanDavid
Founding Partner & CIO of @AvoryCo | Investing Where the World is Headed | Public + Private Investing | Data tells our stories | Opinions are mine.
Coming in at #28. I am happy to make @MarketWatch top 50 investor Twitter's to follow in 2017. marketwatch.com/story/50-twitt…
We talked about this last week when Block ( $XYZ ) was added to the S&P 500. What we’re seeing is clear: Being added to the index matters is more important than ever. • From 2013–2019, S&P adds barely moved the needle • But post-2020, the index inclusion effect has surged…
On a recent podcast I mentioned one of the biggest shifts in markets: Investor patience has collapsed. This chart shows it clearly that the average holding period has gone from 7 years to less than 1. What changed? • Always-on access to markets • Meme stock cycles turning…
After discussion on $TSLA with @Stocktwits @BruniCharting, it had me thinking more about robotaxi frameworks. Robotaxi ≠ Apple or Android It’s tempting to frame Tesla and Waymo like a mobile OS war. That was where my head goes. But autonomy doesn’t follow the same rules…
Data centers are about to consume up to 12% of total US electricity by 2028, up from just 1.9% in 2017. That’s a 6x increase in share of grid usage in just over a decade. FAST • Driven by AI + cloud workloads Forecast range shows real uncertainty and Infra players will need…
Large speculators are still wildly net short. There still isn’t enough complacency.
Valuation Creep Just heard someone pitch a hyper scaler and used the lowest valuation multiple as justification. In this case price to EBITDA One sign that things are getting extended is valuation creep when investors start leaning on less traditional metrics to justify…
LOL
NEWS: Mercedes-Benz is integrating Microsoft Teams into its vehicles, starting with the new CLA model.
Wild!
Nearly Every AI Unicorn Is Building on Google Cloud Read here: linkedin.com/pulse/nearly-e…
Founder & CIO joined @EisnerAmper studio to share insights on today’s investment landscape. @_SeanDavid broke down our approach to high-conviction investing and why we believe AI will reshape industry from transportation and logistics to content creation. Full interview coming
Nearly Every AI Unicorn Is Building on Google Cloud Read here: linkedin.com/pulse/nearly-e…
Data showing that... $AMZN just passed P&G as the top digital ad spender in the U.S. 😱 • #1 in 2Q25 • P&G held the top spot in 2Q24 Tells you where the real ad momentum is shifting from brand to performance.
Checking in on $HOOD data More signs of deepening engagement despite decline in MAU's. • 25% of users opened the app 15+ days in June quarter • Up from 22% last year That’s real stickiness. Compare that to $COIN, just 11% of users opened the app 15+ days, down from 12%…
Hey private credit guys/gal I have a deal for you to look at. Hit me DM We are equity shop so not our thing.