companies · creators · receipts
Descriptive creator-sentiment only. Review-pending. Not investment advice.
Creator moments across 110 tracked companies. Quote-backed, audited, review-pending. Timestamp links where transcript offsets exist. Not market-wide coverage.
rule72 tracks a hand-curated universe of 110 companies — the companies it understands today, built from attributed creator evidence. This is not market-wide coverage. 84 of them carry grounded creator evidence in the current dataset.
Beyond it, 98 more companies surface in creator transcripts but aren’t tracked yet — what rule72 may understand next. Discovery is not coverage: a candidate becomes tracked only after an operator-gated review. See discovered candidates →
14 clips · posture / timestamp refine this page (14 of 48)
Broadcom did not give investors a beat and a raise. They basically just beat and then they reiterated the same thing that they said last time. That's a change in pace. It's a deceleration from analyst expectations. Broadcom has been one of the biggest winners in the AI trade, yet
— Joseph Carlson, at 3:08
I hold both of these companies, Meta and Google. And I believe in the case of Google, this delusion is a good thing. But I do not like it for Meta... Meta is at a way, way lower valuation, which means that when you dilute shareholders, you're doing it at a much more substantial c
— Joseph Carlson, at 19:26
Oracle needs to not only post great headline numbers, which I'm sure they will, but they need to have those great headline numbers in addition to guidance... Oracle needs to raise guidance. If they say that they're just reiterating guidance or they're just holding things steady,
— Joseph Carlson, at 3:08
if they deliver on what they showed today it's going to be gang busters... And so if they deliver on what we talked about, investors will be rewarded. We're not there yet, but they will be rewarded... I'm still optimistic that they have much more time than investors realize to ge
— Deepwater Asset Management, at 0:01
I completely agree with Bill Aman. I think that all three of these stocks look like they have been left behind by the market and are offering value today... I don't have Microsoft in my portfolio right now because I personally believe that Amazon and Meta are actually cheaper tha
— Daniel Pronk, at 13:31
I do think that this company will continue to be a winner. I just don't don't necessarily think that its price today is the most attractive... Google is doing an equity offering while their price multiples are near 20-year highs and the stock is arguably looking very expensive.
— Daniel Pronk, at 16:45
If we do not test Tuesday's low and we let's say we open in range, could we start treating this as a higher low double bottom? And is that stronger than the S&P 500 equal low... Yes, I would think so.
— Trade Brigade, at 16:51
it seems to me that there's the potential to start looking for a low here rather than more downside. There's just one problem. The daily trend, well, it's officially flipped to down.
— Trade Brigade, at 0:00
They sit at the center of the global semiconductor production. The more advanced computing the world needs, the more important leading-edge manufacturing becomes... But, there are also some major risks. One of them being geopolitics because so much of the advanced chip manufactur
— Chip Stock Investor, at 0:06
Alphabet understands that the surging demand for AI tokens is probably not sustainable. But if that's the case, why are they still spending so much on AI data centers? ... I think at some level Sundar Pachai and Alphabet senior leadership do understand that the current AI spendin
— Wall Street Millennial, at 13:33
Meta Platforms trades at a forward price to earnings ratio of about 18. That could get even lower as these three blockbuster IPOs add even more downward pressure to the stock. And if it does, I'm jumping on it.
— Ticker Symbol: YOU, at 11:06
Nvidia, though, might be due for a bounce in here. So, we're right at the 50-day moving average and the anchor off the year-to-date low... with a declining 20-day moving average, that's going to be losing some institutional support.
— Brian Shannon - Alpha Trends, at 7:16
Amazon, it's in that zone where it's likely to find some buyers and show support. We have no evidence of it yet because we have the lower highs and lower lows below the declining 5-day moving average. But it's in the zone where you want to start paying attention and think that it
— Brian Shannon - Alpha Trends, at 7:16
if you have nothing better you say okay on average I can work on the ups and downs if you buy 3% now you get 10% per year if it goes lower to the margin of safety you double your position then I think Yes, Microsoft is a buy, but that's why I put it on the quadrant.
— Value Investing with Sven Carlin, Ph.D., at 14:17
