TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

amad

T2 · manager / operator

Founder and CEO of Mercury (startup banking). Raised $200M at $550M valuation from TCB. 7-year grind, 2.5x Q1 growth. Leverages LLM recommendations and agentic CLI/MCP for distribution. Expanding into payroll, invoicing, command interface.

1 call·1 name·100% bull·last heard 3 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$MERCURYMercuryposition

Amad: Mercury raises $200M at $550M valuation from TCB, 2.5x Q1 growth driven by AI-era business formation and LLM recommendations

Mercury benefits from AI-driven new business formation (2.5x application growth). 99.5% organic growth amplified by LLM recommendations (Claude/ChatGPT recommend Mercury for startup banking). Building CLI/MCP for agentic commerce flywheel: AI tools that use Mercury get recommended more. Expanding into payroll, invoicing, command interface.

TBPN2026-05→

most discussed · click a bar to filter

1 total
$MERCURY
Mercury
HIGHamad·TBPN·3 months ago· position
Amad: Mercury raises $200M at $550M valuation from TCB, 2.5x Q1 growth driven by AI-era business formation and LLM recommendations
Mercury benefits from AI-driven new business formation (2.5x application growth). 99.5% organic growth amplified by LLM recommendations (Claude/ChatGPT recommend Mercury for startup banking). Building CLI/MCP for agentic commerce flywheel: AI tools that use Mercury get recommended more. Expanding into payroll, invoicing, command interface.
"we've just been kind of grinding away for the last uh what is it 7 years since we launched... success seen a lot of growth in Q1 especially about 2.5x our Q1 last year in terms of…"
92:32