The Daily Put @TheDailyPut

Disclosure: StoryTrading is compensated by SenesTech, Inc. ($SNES) for investor awareness and retail outreach services.

Tomorrow at 12:30 PM EDT, we'll be interviewing $SNES CEO Michael Edell following the company's record $1M+ quarterly revenue milestone and recent Chicago pilot results. We'll discuss these developments, the company's growth strategy, and what's ahead for @SenesTech. youtube.com/live/HCf9IFf9P…

Marti Technologies: Scaling a Mobility Super App & Building Value | Co-Founder & President Cankut x.com/i/broadcasts/1…

$SNES CEO Interview on Record $1M+ Quarterly Revenue Milestone & Chicago Pilot Program Update x.com/i/broadcasts/1…

Missed our interview with @SenesTech CEO Michael Edell? We discussed the company's record $1M+ quarterly revenue milestone, Chicago pilot program results, and the strategy driving its next phase of growth. Watch the full interview now on YouTube! youtube.com/watch?v=4dx5_n…

🔔 Earnings after the bell | What Wall Street Is Watching A major earnings session ahead, with $TSLA, $META, $IBM, $LRCX, $TXN and several others reporting. Here's what matters beyond the headline EPS numbers: • $TSLA: Automotive margins, energy storage growth, Robotaxi and Optimus execution. • $META: AI capital expenditures, advertising growth, and Muse updates. • $IBM: Enterprise AI adoption, software growth, and consulting demand. • $LRCX: Semiconductor equipment spending, memory investment, and AI-driven demand. • $TXN: Analog chip demand, industrial recovery, and inventory normalization. The bigger question isn't simply who beats earnings expectations. It's whether forward guidance and underlying fundamentals can justify valuations and support the next leg of the market. Which earnings report are you watching most closely tonight?

🔎 Industry Spotlight | The Next Frontier of Enterprise AI The $5.66 billion acquisition agreement between $CRM and $BRZE may signal something much bigger than consolidation in marketing technology. It highlights the strategic value of the enterprise AI application layer, where proprietary data, intelligent decision-making, and automated execution converge. As foundation models become increasingly accessible, competitive differentiation may shift toward the platforms that make AI operationally useful and economically productive. Consider the emerging ecosystem: • $PLTR: Enterprise ontology, governed data, and AI-powered operational decision-making. • $ZETA: AI-driven customer intelligence, identity resolution, and marketing activation. • $BRZE: Real-time customer engagement, personalization, and automated decisioning. • $KVYO: First-party customer data, predictive analytics, and commerce automation. • $CRM: Enterprise customer systems, data infrastructure, and agentic AI workflows. • $HUBS: Customer acquisition, CRM, and AI-enabled revenue operations. One particularly interesting development is the strategic partnership between $PLTR and $ZETA. The companies are integrating Zeta's Data Cloud with Palantir Foundry, connecting operational intelligence with customer intelligence and AI-powered marketing execution. Zeta management believes this partnership could generate more than $100 million in annual revenue in the coming years, although that remains a forward-looking expectation. The broader investment thesis is the convergence of systems of record, systems of intelligence, and systems of action. Enterprises don't simply need AI models that generate answers. They need platforms capable of securely accessing proprietary information, interpreting customer behavior, executing workflows, and delivering measurable financial outcomes. The CRM–BRZE transaction provides another indication of how strategically important these capabilities are becoming. For investors, the next question is which companies possess the proprietary data, distribution, switching costs, and operating leverage necessary to capture a disproportionate share of enterprise AI spending. The next phase of AI monetization may be defined less by who builds the models and more by who turns intelligence into economic value.

Missed our interview with $MRT Co-Founder & President Cankut Durgun? We discussed Marti's accelerating growth, improving profitability, $5M share repurchase program, and its long-term vision of becoming Türkiye's leading mobility super app. Watch the full interview now on YouTube! youtube.com/watch?v=QtU8zw…

📊 $SNES | The Financial Story Is Starting to Change @SenesTech reported preliminary Q3 revenue of approximately $1.1M. • +55% year over year • +40% quarter over quarter • Second consecutive quarterly revenue record • First quarter reaching the $1M threshold Management also highlighted growing e-commerce subscriptions and B2B traction. Disclosure: StoryTrading is compensated by SenesTech, Inc.

Rethinking how communities manage rodent populations through innovative birth control technology. @SenesTech is expanding its commercial presence and bringing a new approach to pest management.

Birth control for rats is getting attention on Wall Street. @ZacksSmallCap takes a closer look at $SNES and the company's approach to rodent population management. Interesting technology. Expanding commercial presence. A developing growth story. Full article. 👇 scr.zacks.com/news/news-deta…

Following 60 MILLION shares traded, @SenesTech CEO discusses a potential inflection point in the company's financial position and capital-raising flexibility.

Record-breaking quarter for @SenesTech! $SNES reports preliminary Q3 revenue exceeding $1 million for the first time in company history, representing 40% sequential growth. A significant milestone as the company continues scaling its commercial operations. Disclosure: StoryTrading is compensated by SenesTech, Inc. finance.yahoo.com/markets/stocks…

Go back to smoking crack. At least that’s something you’re good at!

Leopold lost 67% and apparently took that personally. Situational Awareness is reportedly back in the options market, buying hundreds of millions in premium across AI names. 😳 Same thesis. New positions. Run it back. 🎰 $AAOI $ALAB $AMD $ARM $AVGO $BE $CRWV $DRAM $GEV $GLW $INTC $IREN $LITE $MRVL $MU $NBIS $NVDA $SKHY $SNDK blockstack:native $TSM $VRT

🛢️ Citadel wants to own the oil, not just trade it. Ken Griffin’s Citadel reportedly bid on WildFire Energy, an Eagle Ford oil producer that ultimately sold to $MGY for roughly $4.1B. Citadel has also been exploring other U.S. oil assets. One of the world’s biggest commodity traders potentially becoming an actual oil producer? Talk about putting your money where your barrel is. 🐻🛢️