Speakerguest

Harley Finkelstein

@harleyf / appears on tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn

calls2traced speaker calls

avg P&L+12.7%per call

win rate100%resolved calls

total P&L+25.4%expert engine

Verified record

64credibility2 resolved

win rate100%2W · 0L

resolved2settled on TRACE

scored calls2published & scoreable

Speaker record

[46:14]longONONtbpn

Agentic, merit-based shopping bypasses retail brand moats and surfaces premium DTC names like On, lifting ONON.

Javis Purse. I've talked to it about Javis Purse. Where can I buy it? What's the GSM weight and all that stuff? Will this be good for this particular trip I'm taking? I actually think that it'll bias smaller brands that you may not have heard of over larger brands. Yeah, because again, it has a full contextual history of every conversation you've ever had. And if it's merit-based, then it's going to surface brands you may have not otherwise have heard of before.

+20.08%open horizon

[37:16]longSHOPtbpn

Shopify firing on all cylinders: enterprise brands flooding in, 14% of US e-com, and agentic commerce orders up 13x

we just had a second consecutive quarter of GMV growth of above $101 billion... Revenue was $3.2 billion, that was 34%, and we had free cash flow of $476 million.

+17.72%multi-year

Agent-readable speaker

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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.