TickerTrends 🔬 @tickerplus
Turning consumer behavior into alpha Inquiries: [email protected] Research: https://t.co/FZdL5MaQd3 Platform: https://t.co/4dWj3PD4H7 tickertrends.io Dallas, Texas Joined August 2022-
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Disaggregated inference activity is accelerating. Production AI is shifting from more GPUs to better cluster efficiency. Long context, KV-cache growth, and agentic workloads are making memory movement and east-west networking more important.
$VSXY Victoria’s Secret share of intimates social media discussion is +128% YoY
$SG Sweetgreen wrap discussion has surpassed both salad and fries as the dominant menu item on social media
TickerTrends released a new platform update including: • New B2B and jobs datasets • International social discussion analysis and translation • Expanded catalyst model rollout • Increased TMT coverage • Broader foreign consumer coverage
TickerTrends photonics demand proxy is up 47% YoY, based on a proprietary jobs-derived calculation using optical networking and photonics skill terms $COHR - updated daily
We published a note, "Closed Models Are Rented Infrastructure" on why good-enough open models are pressuring closed AI’s cost, reliability, and control premium blog.tickertrends.io/p/closed-model…
@DougCatsby Crispy chicken is one of the trendiest items across the broader restaurant industry, but Wingstop has not leaned into the trend enough to fully capture that demand.
$WING Wingstop has continued to see deceleration in social performance
@DougCatsby There has been a recovery in performance, however, it does not seem to stem from organic - primarily from larger marketing pushes by the brand
$BANB hiring inflected sharply in June. Bachem postings are now +94.6% YoY.
$GRGD paid TikTok mix remains elevated. Paid content is 60.8% of views vs. ~25% at the Jul ’24 baseline. Garage continues to rely heavily on paid creator / influencer distribution.
@MrTwentix $GRGD showed consistent deceleration throughout the period leading into May
@MrTwentix $GRGD showed consistent deceleration throughout the period leading into May
Our Trackers for $GRGD have shown accelerating demand through the holidays for both Garage and Dynamite
$SG Sweetgreen is leaning harder into paid influencer distribution. TickerTrends’ Influencer Intensity Index is up 7.5x since February, with a sharp inflection in late May as partner TikTok views began scaling well ahead of organic.
@matthew_sigel $RDDT Our Reddit Ads Conversion shows an acceleration in conversion as well
@Polymarket Z.ai has been rapidly growing
@Polymarket Cohere Developer Activity has been growing over 2,000% YoY
Claude Code adoption is showing up inside enterprise accounts. TickerTrends usage signals show Capital One, Trend Micro, JPMorgan, Nord Security and KMS Technology all expanding Claude Code usage over the past 6 months.
$FROG TickerTrends can now track enterprise customer adoption at the account level. For JFrog, our customer adoption signal shows Fidelity, Wells Fargo, HPE and GE Vernova expanding adoption, while JPMorgan and Thomson Reuters are contracting.
$PURR $BHYP Hyperliquid usage has now surpassed the Dec. 2024 HYPE airdrop spike, through organic usage. Consumer usage is up ~9x from pre-airdrop levels, driven by sustained adoption of weekend perpetual futures trading.
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