Block may be hurt rather than helped if small businesses get Muse-like AI agents, because such agents could destroy its software margins and value proposition, which sit on top of commodity hardware and payments. x.com 

Block is not investable because its CEO is incompetent. x.com 

Block is a midline bottom-fishing opportunity as it shifts from a payment tool to an AI-powered financial ecosystem. After more than four years of basing, the stock decisively broke above its 200-week moving average, and a breakout from the range could send it sharply higher. Strong 2026 guidance, consensus Buy ratings and expanding margins support it, with the current $65 area offering a margin of safety ahead of May 7 earnings. x.com 

Amazon's profits should explode once capex settles because it is replacing human labor with AI and robots while bringing in record revenue. Enterprises will get more output per dollar from electricity and compute than from salaries, so the value of human labor trends toward zero. Amazon laying off employees while raising capex and posting record revenue signals that shift, which makes owning the companies doing the replacing the way to stay ahead. x.com  x.com  x.com 

Coinbase's roughly 14% headcount cut reflects lost market share and deteriorating revenue, not the AI-driven efficiency CEO Brian Armstrong cited alongside a down crypto market. x.com 

Companies without true innovators at the top will be crushed in the AI era, which favors innovator-led companies like Block, Zoom, Zillow, Airbnb, Clear Secure and Okta. @nachunja notes Jack Dorsey pushed Block toward open-source models in 2023, having lived through Square's early dependence on Visa, so Block won't casually accept concentrated token-supplier risk from Anthropic or OpenAI. x.com