Colin Sebastian, Wall Street Internet Analyst
colinsebastian.bsky.social
Colin Sebastian, Wall Street Internet Analyst
@colinsebastian.bsky.social
Proud Papa; UCLA/Vandy fan; US/UK/CA; Personal views only; top-ranked Internet Analyst in NASDAQ, Reuters/Starmine/TipRanks polls.
Yet another massive opportunity for California…the state could supply enough lithium to meet demand from the entire U.S.

#lithium #EV #battery

www.thetravel.com/discovery-in...
Discovery In Giant Southern California Lake Could Change The US Economy
A new source for one of the most valuable minerals powering the U.S. economy has been discovered beneath California's largest lake.
www.thetravel.com
January 28, 2025 at 7:29 PM
The number of commercials on live NFL broadcasts is ridiculous. If you think watching baseball is like paint drying, try 10 seconds of action, 10 seconds of nothing, then 2 minutes of commercials. Wash, rinse, repeat. Skip-ahead is the only way. #NFL #football
December 22, 2024 at 8:45 PM
They’ve all learned from Elon…need to kiss the ring, pay a compliment, make a donation, and he’ll be your friend $GOOGL $META

Shifting support for crypto, AI, TikTok and electric cars all seem to stem from this dynamic.

www.theinformation.com/articles/goo...
Google CEO Expected to Meet with Trump Thursday
Google CEO Sundar Pichai is expected to fly to the Mar-a-Lago Club in Palm Beach, Fla.,Thursday to meet with President-elect Donald Trump, according to a person briefed on the plans. The meeting comes...
www.theinformation.com
December 12, 2024 at 8:11 PM
If you don’t know much about Peter Thiel, worth reading up on him. His Silicon Valley disciples are gaining a lot of influence in the incoming White House, and taking some key positions. I followed PayPal from the IPO and learned a lot about him and his team from the early days.
December 11, 2024 at 2:59 PM
I never would’ve guessed that the PayPal/southern African “mafia” would be calling shots in the White House. A curious development to say the least (Thiel+Musk+Sacks).

This coming from the only analyst on Wall Street who covered PayPal before the eBay acquisition #DOGE #Musk $PYPL
December 7, 2024 at 6:02 PM
What’s happening?! First Tesla ramps up hiring in Palo Alto, now Snowflake leasing 775k sq ft office in Menlo Park…

www.sfchronicle.com/realestate/a...
This tech company moved its HQ out of California. Now it’s signed the biggest Bay Area lease in years
Snowflake, a cloud storage company, moved its HQ out of California. Now it’s signed the biggest Bay Area office lease in years
www.sfchronicle.com
December 6, 2024 at 5:12 PM
BREAKING: Meta’s AI assistant nears 600 million MAUs, on track to be the “most-used AI assistant in the world” by end of year. Llama 4 model in development (not a surprise). $META
December 6, 2024 at 4:58 PM
After telling the FT the company was looking at an ads business model, CFO Friar now saying “no active plans”…hmm…

My view: Paid Search is important for monetization, and #openAI may not hit revenue targets without it.
December 6, 2024 at 4:57 PM
E-commerce growth rates in India and Indonesia are tracking >20% Y/Y with significant room for many years of expansion ahead; online sales should surpass the largest European countries within the decade -ECDB

#ecommerce #India $AMZN $BABA
December 5, 2024 at 8:00 PM
Russia is one of the only countries globally where e-commerce is declining. In fact, it’s fallen every year since the military’s invasion of Ukraine - ECDB #ecommerce #russia

ecommercedb.com/insights/ind...
Indonesia Shows Strong Growth - Russia in the Top 10 Despite Losses | ECDB.com
The eCommerce market in Indonesia and India stand out with strong growth rates of 22.6% and 20.9% in 2023, respectively, while Russia remains in the top 10 eCommerce countries despite losses of 4.5%.
ecommercedb.com
December 5, 2024 at 7:34 PM
Hello? Is this thing on?
November 18, 2024 at 7:19 PM