$PINS
pinterest4/10Does he own it?
No first-person buying/holding/sizing language tied to PINS. It only ever appears inside multi-ticker lists (crash watchlist, an "AI-can't-disrupt-software" ranking where he rates it 8/10, and a social-media selloff list). The lone "I'm a buyer" remark is general to the social-media selloff and framed around Reddit, not PINS. No weight disclosed.
His thesis
He views Pinterest favorably as a name unlikely to be disrupted by AI because its value rests on human taste and visual discovery, which generative tools and agentic commerce don't replace. He rates it 8/10 in his "software that survives AI" group and flags the broad social-media selloff as overblown. However, he explicitly notes Pinterest does NOT benefit from the wartime engagement surge that drives his preferred name, Reddit, repeatedly positioning PINS as a weaker sibling.
How his view evolved
Consistent throughout: PINS stays a recurring side-mention in lists, framed as cheap/oversold and AI-resilient but always secondary to his Reddit conviction. No deepening into a position.
Key points
- AI-resilient due to human taste/visual discovery (8/10)
- Repeatedly listed as oversold in the social-media selloff
- Explicitly lacks Reddit's wartime engagement tailwind
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $PINS on X ↗