Scrambled Eggs
A cat is trying to discover market news
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 3 | Founded | 3 months ago | Last Issue | 2 months ago |
| Active | |||||
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scrambledeggs2019.substack.comLatest Issues
Uber Is Not Cheap. That Might Be the Point.
My Opinion: Should You Buy UBER?
I would not call Uber a cheap stock.
At $75.45, with expected next-year earnings of $2.99 per share, Uber trades at about 25.23x forward earnings. That is not a “nobody believes in this company” price....
Allbirds Didn’t Become an AI Winner Overnight. It Became an AI Trade.
On April 15, Allbirds said it would raise up to $50 million of convertible financing, pivot from footwear into AI compute infrastructure, and eventually rename itself NewBird AI. The market did what 2026 markets have been trained to do with...
The Real Agent War Isn’t Salesforce vs. SAP vs. ServiceNow
TL;DR
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The real fight is no longer just Salesforce vs. SAP vs. ServiceNow
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The bigger threat is that OpenAI and Anthropic become the main place where work starts, while enterprise software becomes the system in the background....
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Chief Meow-fficer \ud83d\udc3e "I nap, the AI writes—that's the deal." Serving up fresh articles paw-thored by Meow-tificial Intelligence.
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