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@SergeyCYW Sergey

Several tech companies have recently reported strong quarterly earnings, showcasing growth and advancements in AI and cloud computing. Notable performers include $GOOGL with a record $XXXXX billion revenue, $MSFT with XX% year-over-year revenue growth, and $NOW with a XXXX% year-over-year revenue increase. Additionally, $META and $MELI also reported significant revenue growth, with $META's revenue accelerating to XX% year-over-year and $MELI's revenue rising XX% year-over-year to $XXX billion.

Engagements: XXXXX #

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X Months XXXXXXXXX +39%
X Year XXXXXXXXX +155%

Mentions: XX #

X Week XXX -XXXX%
X Month XXX -XX%
X Months XXXXX +16%
X Year XXXXX +91%

Followers: XXXXX #

X Week XXXXX +1.10%
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X Months XXXXX +83%
X Year XXXXX +283%

CreatorRank: XXXXXXX #

Social Influence

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% cryptocurrencies XXX% social networks XXXX%

Social topic influence ai 13.79%, cash flow #168, flow 9.36%, strong 6.4%, $snow #15, $adbe #93, adobe #876, $zs #17, $pltr #158, $crwv #10

Top accounts mentioned or mentioned by @stocksavvyshay @wisemancap @patientinvestt @investingvisual @carbonfinancex @dividendtalks @thexcapitalist @amitisinvesting @swingthetrend @ok_surf @bcsickel @bhavustoks @deepdiveecon @lukacapital

Top assets mentioned Snowflake, Inc. (SNOW) Adobe, Inc. (ADBE) Zscaler Inc (ZS) Palantir (PLTR) CoreWeave, Inc. (CRWV) Helium IOT (IOT) GitLab Inc. Class A Common Stock (GTLB) MongoDB, Inc. (MDB) IREN Limited (IREN) TeraWulf Inc. (WULF) Datadog Inc (DDOG) Crowdstrike Holdings Inc (CRWD) Nebius Group N.V. Class A Ordinary Shares (NBIS) Applied Blockchain, Inc. Common Stock (APLD) Cipher Mining Inc. Common Stock (CIFR) monday.com Ltd. Ordinary Shares (MNDY) Veeva Systems, Inc. (VEEV) Rubrik, Inc. (RBRK) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Trade Desk, Inc. (TTD) Salesforce Inc (CRM) Sea Limited (SE) Confluent, Inc. Class A Common Stock (CFLT) Cloudflare, Inc. (NET) Palo Alto Networks Inc (PANW) NVIDIA Corp. (NVDA) Elastic N.V. (ESTC) Shopify Inc (SHOP) MercadoLibre Inc (MELI) Axon Enterprise, Inc. (AXON) Now Coin (NOW) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO)

Top Social Posts

Top posts by engagements in the last XX hours

"Zscaler $ZS Q3'25 Results: $788.1M rev (+25.5% YoY +9.6% QoQ) beat est by XXX% GM* (79.9% -XXX PPs YoY)🟡 Operating Margin* (21.8% +0.5 PPs YoY) FCF Margin (52.4% +6.0 PPs YoY)🟢 Net Margin (-1.5% +0.5 PPs YoY) EPS* $XXXX beat est by 11.6%🟢 *non-GAAP Key Metrics DBNR XXX% (114% LQ) ARR $3.20B (+25.5% YoY +189 net new ARR)🟢 RPO $5.93B (+34.5% YoY)🟢 Customers 3754 $100k+ customers (+18.6% YoY +260)🟢 XXX $1M+ customers (+19.3% YoY +34) Regional Breakdown United States $427.1M rev (+33.8% YoY XX% of Rev) EMEA $212.3M rev (+14.1% YoY XX% of Rev) APAC $120.5M rev (+21.2% YoY XX% of Rev) Other"
X Link 2025-11-26T03:37Z 9784 followers, 2285 engagements

"Thoughts on Zscaler Earnings Report $ZS: 🟢 Positive Revenue $788M (+26% YoY* +10% QoQ) beat guidance; EPS $XXXX (+11.6% vs est). ARR $3.2B (+26% YoY); RPO $5.9B (+35% YoY); Net New ARR $276M (+96% YoY). Free Cash Flow Margin XX% (+6 pts YoY) achieving Rule-of-78. Operating Margin XXXX% (+0.5 pts YoY) despite higher R&D and expansion investments. AI Security ARR +80% YoY exceeding FY26 goal of $400M three quarters early; expected to surpass $500M. Zero Trust Everywhere enterprises exceeded XXX three quarters ahead of target. Z-Flex $175M TCV (+70% QoQ) driving longer contracts and larger"
X Link 2025-11-26T12:08Z 9783 followers, 3408 engagements

"Key points from $ZS Zscaler Third Quarter 2025 Earnings Call: Financial Performance: Revenue hit $788M (+26% YoY +10% QoQ) beating guidance. ARR reached $3.2B (+26%) RPO $5.9B (+35%) with XX% current. Gross margin was XXXX% (vs. XXXX% last year). Operating expenses rose XX% YoY to $458M; operating margin improved to 21.8%. Free cash flow margin reached 52%. The company achieved a Rule-of-78 and ended with $3.3B in cash. Platform Growth: AI Security Zero Trust Everywhere and Data Security now total $1B ARR growing faster than legacy ZIA/ZPA ($2B ARR). Zscaler has XXX customers above $1M ARR"
X Link 2025-11-26T15:03Z 9784 followers, 1818 engagements

"$ZS Zscaler Deepens Its Push Into AI Security and Expanding Mobile/IoT Threat Defense Zscalers latest research underscored the scale of threat escalation. Android malware jumped XX% with XXX malicious Play Store apps reaching 42M installs. Critical infrastructure remains under pressure as the energy sector saw a XXX% surge in attacks. IoT malware concentrated heavily in Manufacturing and Transportation each representing XXXX% of observed activity. The US continued to dominate global IoT malware traffic at XX% while mobile attacks clustered around India the US and Canada. The threat landscape"
X Link 2025-11-28T13:28Z 9783 followers, 1690 engagements

"Portfolio Update Nov : -XXXX% YTD: +11.4% Cumulative: +129.7% Holdings: X. $DDOG XXXX% X. $SNOW XXXX% X. $CRWD XXXX% X. $NET XXX% X. $SHOP XXX% X. $MELI XXX% X. $MDB XXX% X. $NOW XXX% X. $AXON XXX% XX. $MNDY XXX% XX. $ZS XXX% XX. $IOT XXX% XX. $APP XXX% XX. $DUOL XXX% XX. $TTD XXX% Historical performance (TWR): 2020: +110.2% (since 15.04.2020) 2021: +23.7% 2022: -XXXX% 2023: +57.3% 2024: +24.9% 👉 Subscribe to my newsletter for a monthly portfolio review. Past recaps:"
X Link 2025-12-01T11:02Z 9784 followers, 3407 engagements

"Snowflake $SNOW Q3'25 Earnings Preview Consensus Estimates: Revenue $1180M (+31.1% YoY) EPS $XXXX (+20.0% YoY) If $SNOW beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +31.9% YoY Management Guidance: Q3'25 $1125 - $1130M guide (+25.2% YoY) $4395M FY guide (+26.9% YoY) raised by 1.62%"
X Link 2025-12-02T13:00Z 9784 followers, 2712 engagements

"Key points from $SNOW Snowflake Third Quarter 2025 Earnings Call: Financial Performance: Snowflake delivered XX% YoY product revenue growth to $1.16B and raised FY guidance to $4.446B (+28%). RPO climbed XX% YoY to $7.88B. Gross margin hit XXXX% and operating margin expanded to XX% (+450 bps). FCF margin was XX% and liquidity totaled $4.4B after $233M in buybacks. A brief hyperscaler outage caused a minimal $12M revenue impact. Cortex AI: Cortex AI reached a $100M run rate a quarter early acting as a model-agnostic gateway for foundation models SQL AI and agent workflows. Adoption is strong"
X Link 2025-12-04T14:56Z 9784 followers, 2774 engagements

"The Price/Sales/Growth (PSG) metric is a valuable valuation tool used to evaluate software companies offering a detailed perspective that goes beyond traditional price-to-sales (P/S) ratios by incorporating the growth aspect of the business. This metric is particularly relevant in the software industry where companies often command high P/S ratios driven by expectations of rapid growth from scalable operations. The PSG ratio is instrumental in determining whether a high P/S ratio is justified based on the companys actual growth trajectory. The chart includes the most popular stocks: $CRWD"
X Link 2025-12-07T14:32Z 9783 followers, 23.6K engagements

"Regarding non-GAAP Operating Margins the highest performers are $PLTR at XX% and $VEEV at 45%. Next with strong operating margins are $PANW $NOW above 30%. Companies still in earlier growth stages include $S with X% and $RBRK with X% operating margin"
X Link 2025-12-09T12:56Z 9784 followers, XXX engagements

"Adobe $ADBE Q4'25 Earnings Preview Consensus Estimates: Revenue $6102M (+8.8% YoY) EPS $XXXX (+11.9% YoY) If $ADBE beat estimates by XXX% (same as last quarter) Q4'25 Revenue Growth will be +10.4% YoY Management Guidance: Q4'25 $6075 - $6125M guide (+8.8% YoY) $23650 - $23700M FY guide (+10.1% YoY) raised by 0.42%"
X Link 2025-12-10T16:17Z 9784 followers, 3886 engagements

"Key points from $ADBE Adobe Fourth Quarter 2025 Earnings Call: Financial Performance: Adobe closed FY25 with $23.77B revenue (+11% YoY) GAAP EPS of $XXXXX and non-GAAP EPS of $XXXXX (+14% YoY). Operating cash flow exceeded $10B. Q4 revenue was $6.19B (+10% YoY). Total ARR reached $25.2B (+11.5% YoY) with FY26 net new ARR guided to $2.6B (10.2% growth). Digital Media: Digital Media revenue hit $17.65B (+11% YoY) with ARR at $19.2B (+11.5%). Generative credit usage tripled QoQ freemium MAUs rose XX% to 70M+ and integrations with ChatGPT and Copilot expanded reach. The challenge is maintaining"
X Link 2025-12-11T13:57Z 9784 followers, XXX engagements

"Palantir $PLTR Palantirs Q3 showed rare operating leverage at scale. Revenue hit $1.181B up XX% YoY with the Rule of XX at 114%. U.S. revenue now represents XX% of total growing XX% while commercial revenue surged XXX% on AIP adoption. Adjusted operating margin reached XX% GAAP net margin XX% and TTM FCF exceeded $2B. The Ontology+AIP stack embeds deeply into workflows driving XXX% NDR. Europe softness and defense scrutiny persist but rising deal sizes and backlog strengthen 2026 visibility"
X Link 2025-12-12T11:58Z 9784 followers, XX engagements

"Snowflake $SNOW Snowflake continues converting AI demand into consumption growth. Q3 product revenue reached $1.16B up XX% with XXX% NRR and RPO up XX% to $7.88B. Snowflake Intelligence crossed a $100M AI run-rate with 1200 customers deploying agents. Platform breadth is expanding via OpenFlow Postgres and Horizon. Margin discipline held at XX% non-GAAP operating margin. Hyperscaler dependency remains a risk and moat durability is still debated but AI workloads are increasing stickiness"
X Link 2025-12-12T11:58Z 9784 followers, XXX engagements

"Datadog $DDOG Datadog delivered broad-based acceleration. Revenue reached $886M up XX% with large customers over $100K ARR rising to 4060. Security ARR grew mid-50% digital experience surpassed $300M ARR and logs usage doubled. Gross margin held at XXXX% FCF margin XX% while RPO climbed 53%. Unified observability and deep integrations anchor the moat. GPU monetization and consumption volatility remain watch points but AI observability is becoming essential infrastructure"
X Link 2025-12-12T11:58Z 9784 followers, XXX engagements

"Salesforce $CRM Salesforce is monetizing AI at scale. Revenue reached $10.26B while operating margin expanded to XXXX% and FCF hit $2.2B. Agentforce and Data Cloud ARR rose XXX% with Agentforce alone up 330%. Deep workflow embedding sustains a wide moat though Tableau and MuleSoft softness continues. AI agents tied to proprietary data models position Salesforce as an enterprise automation layer"
X Link 2025-12-12T11:59Z 9784 followers, XX engagements

"Cybersecurity Is Becoming the Strongest Growth Story in Tech The global cybersecurity market is expanding into one of the largest and fastest-growing sectors in technologynow valued between $225B and $300B for 20242025. Gartner projects $212B in end-user spend by 2025 growing roughly +15% YoY signaling unrelenting enterprise demand for digital defense. Growth is being fueled by cloud adoption identity security and AI-driven protectionsectors now defining the next decade of infrastructure"
X Link 2025-10-17T10:56Z 9775 followers, 35.5K engagements

"How $SE Sea Limited Makes Money: Profitable Growth With Discipline Sea Limited pulled in nearly $6B in Q3 revenue rising XX% year over year and XX% sequentially. Operating margin reached X% up over three points from last year showing how tight execution and scale are feeding profitability. E-commerce drives the machine contributing over XX% of total revenue. Shopees $4.3B top line was powered by stronger marketplace monetizationad revenue jumped XX% and take rates climbed sharply. Meanwhile SeaMoney its fintech arm surged XX% to nearly $1B with a $7.9B loan book and rock-solid XXX% NPL ratio."
X Link 2025-11-12T14:00Z 9752 followers, 1229 engagements

"$CRWV Is Down XX% Heres How CoreWeave Actually Prints Money CoreWeave earns by selling high-performance AI cloud infrastructure GPU capacity and managed software services to hyperscalers enterprises and AI-native builders. The model is simple in theory but brutal to execute in practice: deploy the fastest compute keep utilization high and convert scarcity into pricing power. Heres a clear look at how the company actually makes money and what Q3 showed.🧵👇"
X Link 2025-12-01T12:29Z 9773 followers, 5705 engagements

"GitLab $GTLB Q3'25 Earnings Preview Consensus Estimates: Revenue $239M (+21.8% YoY) EPS $XXXX (-13.0% YoY) If $GTLB beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +26.7% YoY Management Guidance: Q3'25 $XXX - $239M guide (+21.7% YoY) $XXX - $942M FY guide (+23.7% YoY)"
X Link 2025-12-01T14:57Z 9752 followers, 4313 engagements

"Salesforce $CRM Q3'25 Earnings Preview Consensus Estimates: Revenue $10267M (+8.7% YoY) EPS $XXXX (+18.3% YoY) If $CRM beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +9.8% YoY Management Guidance: Q3'25 $XXXXX - $10.29B guide (+20.0% YoY) $XXXXX - $41.30B FY guide (+8.7% YoY)"
X Link 2025-12-02T15:00Z 9772 followers, 2196 engagements

"Thoughts on Salesforce Earnings Report $CRM: 🟢 Positive Revenue grew +8.6% YoY to $10.26B with non-GAAP EPS $XXXX beating estimates by 14%. Operating margin expanded +1.3 pps YoY to XXXX% Net margin rose +4.2 pps YoY to XXXX% and FCF margin improved to XXXX% (+2.4 pps). Subscription & Support revenue increased +9.5% YoY to $9.73B with XXXX% gross margin. RPO reached $59.5B (+12.1% YoY) cRPO at $29.4B (+11.4% YoY) signaling strong future growth. Platform & Other revenue surged +19.5% YoY to $2.18B driven by Data XXX and Agentforce expansion. Operating cash flow rose +17% YoY to $2.3B free"
X Link 2025-12-04T13:33Z 9754 followers, 1057 engagements

"SentinelOne $S Q3'25 Results: $259M rev (+22.9% YoY +6.9% QoQ) beat est by XXX% GM* (78.5% -XXX PPs YoY)🟡 Operating Margin* (6.8% +11.9 PPs YoY)🟢 FCF Margin (6.1% +12.1 PPs YoY) Net Margin (-23.3% +13.9 PPs YoY)🟢 EPS* $XXXX beat est by 40.0%🟢 non-GAAP Key Metrics RPO $1.30B (+34.1% YoY)🟢 Billings $282M (+36.7% YoY)🟢 ➡ARR $1.06B (+22.8% YoY +54 net new ARR)🟡 Customers ➡1572 $100k+ customers (+20.0% YoY +59) Operating expenses S&M/Revenue XXXX% (-9.9 PPs YoY) R&D*/Revenue XXXX% (-0.3 PPs YoY) G&A*/Revenue XXXX% (-2.8 PPs YoY) Quarterly Performance Highlights Net New ARR $54M (+0.4%"
X Link 2025-12-05T03:53Z 9760 followers, 2996 engagements

"$IREN Delivers Fifth Straight Quarter of Record Revenue While Shares Sit XX% Off Highs Q3 revenue reached $240M rising XX% sequentially and XXX% year-over-year as AI cloud demand broadened and GPU output continued to scale. Adjusted EBITDA of $92M held firm even with a $33M payroll tax surge that flowed through due to share price appreciation. Cost growth reflected heavier depreciation from new infrastructure and higher equity-linked compensation. Cash closed October at $1.8B reinforced by a $1B zero-coupon convertible and incremental GPU financing. Management laid out a clear funding path"
X Link 2025-12-05T15:14Z 9773 followers, XXX engagements

"Let's examine SaaS companies* valuations by analyzing the Forward EV/Gross Profit (GAAP) multiple relative to their projected NTM revenue growth. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative"
X Link 2025-12-06T14:30Z 9754 followers, 1137 engagements

"Next lets examine Stock-Based Compensation (SBC) relative to company revenues. SBC is a critical tool for SaaS companiesessential for attracting and retaining top talent while aligning employee interests with the long-term success of the business. However it requires thoughtful management as excessive SBC can lead to shareholder dilution and negatively impact earnings per share both of which are key factors for investors assessing a company's financial health and long-term potential. There are significant differences in SBC as a percentage of revenue across the industry. For example $SNOW and"
X Link 2025-12-09T12:56Z 9751 followers, XX engagements

"A crucial factor for shareholders is dilution. Lets examine the changes in the Weighted-Average Number of Common Shares (Basic) over the last quarter. The most significant dilution occurred at $MDB with an increase of +10.0% $RBRK at XXX% followed by $CFLT at +6.7% $PLTR at +5.7% and $S at +5.0%a level of dilution that raises serious concerns. Also showing elevated dilution were $ZS $PANW $GTLB $AXON $DDOG and $MNDY above +3.0%. For high-growth companies more reasonable levels of dilution were observed at $IOT $SNOW $CRWD $HUBS and $NET all ranging from XXX% to 2.0%. Companies that have kept"
X Link 2025-12-09T12:56Z 9749 followers, XXX engagements

"Adobe $ADBE Revenue by Segments"
X Link 2025-12-11T11:28Z 9776 followers, XX engagements

"Adobe $ADBE Segments"
X Link 2025-12-11T11:28Z 9776 followers, XX engagements

"Thoughts on Datadog Earnings Report $DDOG: 🟢 Positive Revenue $885.7M (+28.4% YoY +7.1% QoQ); beat by 4.2%. Non-GAAP EPS $0.69; beat by 53.3%. RPO $2.79B (+53.3% YoY). Billings $970M (+40.8% YoY). DBNR 120%; retention quality intact. Free cash flow margin 24.2%; strong absolute cash generation. Customers 32000 (+9.5% YoY); 4060 at $100k+ (+16.3% YoY). Platform adoption up: XX% (2+) XX% (4+) XX% (6+) XX% (8+). Q425 revenue guide $912$916M (+23.9% YoY); FY25 guide $3.386$3.390B (+26.2% YoY) raised 2%. CAC payback XXXX months (improved 0.4). R&D Index XXXX (+0.12). 🟡 Neutral Gross margin 81.2%"
X Link 2025-11-06T15:00Z 9779 followers, 2003 engagements

"Key points from $TTD The Trade Desks Third Quarter 2025 Earnings Call: Financial Performance: Q3 2025 revenue reached $739M up XX% YoY (22% excluding U.S. political spend). Adjusted EBITDA was $317M (43% margin). Net income was $221M ($0.45/share). Operating cash flow hit $225M and free cash flow $155M. The company ended with $1.4B in cash and no debt. Operating expenses ex-SBC rose XX% to $457M. CTV Growth: CTV accounted for about half of total spend driven by Decision CTV and AI-powered Kokai integrations like OpenPath and Open Ads. Partnerships with Disney and other premium publishers"
X Link 2025-11-07T13:56Z 9784 followers, 3710 engagements

"The Most Promising High-Growth Stocks to Watch During a Market Pullback: AI: - $PLTR - $GOOGL - $SNOW - $ORCL Semiconductors: - $TSM - $NVDA - $AMD - $AVGO Cybersecurity: - $NET - $RBRK - $CRWD - $PANW E-commerce: - $SHOP - $MELI - $AMZN - $SE Fintech: - $DLO - $NU - $ADYEN - $SOFI"
X Link 2025-11-14T12:18Z 9780 followers, 3588 engagements

"$ESTC Elastic Q325: Strong Growth Firmer Margins Cloud Momentum Elastic just delivered another quarter that shows a company finding its stride in the AI-search era. Revenue climbed XX% YoY to $423M and gross margin held firm at 75%. Operating efficiency is moving in the right direction with operating margin improving more than nine points YoY. Cash generation followed the same trend pushing free-cash-flow margin above 20%. Elastic Cloud remained the engine growing XX% YoY and now representing more than half of total revenue. Large-deal activity continues to accelerate supported by platform"
X Link 2025-11-21T03:58Z 9783 followers, 2414 engagements

"$NVDA NVIDIA Nvidia trades XXXX% below its 52-week high while delivering exceptional scale-level growth. Revenue reached $57.0B rising XXXX% YoY supported by a XXXX% gross margin and net income of $31.9B with XXXX% YoY expansion. Forward PE XXXXX. Forward expectations indicate XXXX% revenue and XXXX% EPS growth. Blackwell GB300 strengthens Nvidias performance leadership across training and inference although custom silicon adoption introduces competitive pressure. A deep software ecosystem and platform lock-in continue to anchor demand despite efforts by large customers to diversify"
X Link 2025-11-25T12:00Z 9780 followers, XXX engagements

"$MNDY Down XX% from 52w high but execution remains strong Mondays Q3 showed resilience across key metrics. Revenue rose XXXX% year over year while free cash flow margin hit 29.1%a strong balance between growth and profitability. Net dollar retention among large customers reached XXX% a healthy sign of expanding usage and stickiness. Customer momentum continues to accelerate. Clients spending over $100k grew XXXX% and those above $500k surged 73.3%. Larger accounts are clearly deepening their commitment driving operating leverage as adoption widens. The company was again recognized as a Leader"
X Link 2025-11-27T11:33Z 9783 followers, 1720 engagements

"$IOT Samsara Shows Expanding ROI Across Safety Compliance and AI-Driven Fleet Operations Samsaras recent deployments highlight growing operational impact. CLEAN Linen & Workwear reported a XX% collision reduction XX% MPG improvement and an XX% lift in fleet safety scores a clear indicator of how deeply the platform is embedding into customer workflows. U.S. trucking fleets now benefit from turn-by-turn restriction-aware navigation designed to curb the roughly 15000 annual bridge strikes with integrated Hours-of-Service visibility reinforcing the value of tool consolidation. Smart Compliance"
X Link 2025-11-28T15:31Z 9776 followers, 1177 engagements

"Key points from $MDB MongoDB Third Quarter 2025 Earnings Call: Financial Performance: MongoDB reported Q3 FY26 revenue of $628M (+19% YoY) above guidance with $123M non-GAAP operating income (20% margin) $115M net income ($1.32 EPS) and $140M free cash flow. Gross margin was XX% (vs. XX% last year) due to higher Atlas mix. Total cash and investments reached $2.3B. Atlas Growth: Atlas revenue rose XX% YoY to $471M (75% of total) with stable consumption and strong enterprise demand. Net ARR expansion was XXX% total customers exceeded 62500 and $100K+ customers grew XX% YoY to 2694. Releases of"
X Link 2025-12-02T15:29Z 9778 followers, 1120 engagements

"Okta leans into AI-driven identity with improving profitability and a stronger outlook $OKTA Margins moved in the right direction across the board. Gross margin reached XX% with steady expansion. Operating margin hit X% up more than five points YoY. Free cash flow margin climbed to XX% powered by disciplined spend and healthier sales productivity. Revenue grew XXXX% ahead of expectations with subscription revenue rising XXXX% and professional services accelerating. Guidance for both Q4 and FY25 came in above sell-side estimates reflecting confidence in pipeline quality and stabilization in"
X Link 2025-12-03T03:43Z 9780 followers, 1847 engagements

"Asana posts a clean beat with revenue re-acceleration signals and firming margin trajectory $ASAN Q3 print delivered above expectations on both revenue and EPS supported by disciplined spending and sharper execution in enterprise. Revenue landed at $201M up X% YoY and ahead of consensus. Non-GAAP operating income hit $16.3M pushing operating margin to 8%. Free cash flow improved to $13.4M a X% margin. Guidance for FY26 nudged higher pointing to sustained mid-single-digit operating leverage. Gross margin held at an impressive 89%. Cost alignment across the org pulled operating metrics in the"
X Link 2025-12-03T13:02Z 9784 followers, 1154 engagements

"Key points from $CRWD CrowdStrike Third Quarter 2025 Earnings Call: Financial Performance: Net new ARR rose XX% YoY to $265M beating targets and lifting total ARR to $4.92B (+23% YoY). Revenue reached $1.23B (+22% YoY) with $1.17B from subscriptions and $65.5M from services. Non-GAAP operating income hit $264.6M (21% margin) and free cash flow was $295.9M (24% margin). Cash from operations reached $397.5M with $4.8B on hand. Incident-related costs totaled $26.2M cutting FCF by $53M. Falcon Platform: The single-sensor single-console model fueled growth through new certifications deeper"
X Link 2025-12-03T15:03Z 9778 followers, 1011 engagements

"Snowflake $SNOW Q3'25 Results: $1213M rev (+28.7% YoY +5.9% QoQ) beat est by XXX% GM* (72.6% -XXX PPs YoY)🟡 Operating Margin* (10.8% +4.6 PPs YoY) FCF Margin (9.4% +1.1 PPs YoY) Net Margin (-24.0% +10.4 PPs YoY) EPS* $XXXX beat est by 16.7%🟢 non-GAAP Product ➡Product Revenue $1158M (+28.7% YoY)🟡 GM (75.9% -XXX PPs YoY) Key Metrics NDR XXX% (-2 PPs YoY PPs QoQ) RPO $7.88B (+38.3% YoY)🟢 RPO $3.78B (+32.7% YoY)🟢 ➡Billings $1367M (+28.0% YoY)🟡 Data sharing XXXX% (+1.0 PPs QoQ) ➡3546 Marketplace Listings (+20.4% YoY +146) Customers 12621 customers (+18.9% YoY +559) ➡688 $1M+ customers"
X Link 2025-12-04T10:57Z 9780 followers, 1163 engagements

"@Wiseman_Cap Long $MNDY. 👍"
X Link 2025-12-04T13:31Z 9779 followers, XXX engagements

"Key points from $CRM Salesforce Third Quarter 2025 Earnings Call: Financial performance: Salesforce posted Q3 FY26 revenue of $10.26B (+9% YoY) with subscription revenue up XX% and non-GAAP operating margin at 35.5%. CRPO reached $29.4B (+11%) and total RPO nearly $60B (+12%). OCF was $2.3B (+17%) and FCF $2.2B (+22%). Full-year revenue outlook is $41.45$41.55B (+910%) with FY26 non-GAAP margin guided to XXXX% and expected revenue re-acceleration in 1218 months. Data platform: Salesforce expanded its three-layer data architecture (Informatica Data XXX MuleSoft) toward $10B annualized revenue"
X Link 2025-12-04T16:04Z 9778 followers, 1347 engagements

"Samsara $IOT Q3'25 Results: $416.0M rev (+29.2% YoY +6.3% QoQ) beat est by XXX% GM* (77.8% +0.2 PPs YoY) Operating Margin* (19.2% +8.7 PPs YoY)🟢 FCF Margin (13.4% +3.7 PPs YoY) Net Margin (1.9% +13.6 PPs YoY)🟢 EPS* $XXXX beat est by 25.0%🟢 non-GAAP Key Metrics ➡NRR $10K+ ARR XXX% (115% LQ) ARR $1.75B (+29.4% YoY +105 net new ARR)🟢 ➡Billings $430M (+26.9% YoY)🟡 Customers 2990 $100k+ customers (+30.5% YoY +219)🟢 Operating expenses S&M/Revenue XXXX% (-4.0 PPs YoY) R&D*/Revenue XXXX% (-2.0 PPs YoY) G&A*/Revenue XXXX% (-2.5 PPs YoY) Quarterly Performance Highlights Net New ARR $105M"
X Link 2025-12-05T12:02Z 9776 followers, 1518 engagements

"Samsara $IOT Dilution"
X Link 2025-12-05T12:02Z 9779 followers, XXX engagements

"Thoughts on SentinelOne Earnings Report $S: 🟢 Positive Revenue $259M (+22.9% YoY +6.9% QoQ) beat estimates by 1.1%. Operating margin +6.8% expanded XXXX PPs YoY showing clear operating leverage. Free cash flow margin XXX% (+12.1 PPs YoY) confirmed sustained profitability. EPS $XXXX exceeded estimates by XX% reflecting higher efficiency. Billings $282M (+36.7% YoY) and RPO $1.3B (+34.1% YoY) signaled robust demand visibility. S&M/Revenue XXXX% (-9.9 PPs YoY) showed improving sales efficiency. International revenue +34% now XX% of total diversifies growth. Purple AI attach rate XX% record"
X Link 2025-12-05T12:56Z 9780 followers, 3140 engagements

"Thoughts on Samsara Earnings Report $IOT: 🟢 Positive Revenue $416.0M up XXXX% YoY and XXX% QoQ beat estimates by 4.2%. ARR $1.75B up XXXX% YoY with $105M net new ARR marking the strongest growth in seven quarters. GAAP profitability achieved for the first time; non-GAAP operating margin XXXX% up XXX ppts YoY. Gross margin XXXX% FCF margin XXXX% both improving YoY. Net margin XXX% up XXXX ppts YoY signaling strong cost discipline. EPS $XXXX beat estimates by 25%. $100K+ customers 2990 (+30.5% YoY) $1M+ customers XXX (+57.7% YoY). S&M R&D G&A expenses as a share of revenue decreased by XXX 2.0"
X Link 2025-12-05T13:26Z 9776 followers, 1866 engagements

"Key points from $RBRK Rubrik Third Quarter 2025 Earnings Call: Financial Performance: Rubrik delivered record subscription ARR of $1.35B (+34% YoY) and $94M in net new ARR its highest ever. Subscription revenue rose XX% to $336M; total revenue hit $350M (+48%). Normalized revenue growth was XX% after adjusting for $25M in cloud-transition material rights. Non-GAAP gross margin improved to XX% and subscription ARR contribution margin reached +10% (+12001400 bps YoY). Free cash flow surged to $77M vs. $16M last year. Cash and securities totaled $1.6B offset by $1.1B in convertible debt. Data"
X Link 2025-12-05T14:59Z 9779 followers, 1496 engagements

"For Q3 2025 the highest Free Cash Flow (FCF) margin was reported by $PANW at XX% followed by $ZS at XX% and $PLTR at 46%. Other strong performers included $CRWD $MDB $VEEV $MNDY $DDOG and $GTLB all with FCF margins above 20%"
X Link 2025-12-09T12:56Z 9786 followers, XXX engagements

"Full Sector Analysis:"
X Link 2025-12-10T11:54Z 9776 followers, XXX engagements

"Lets examine how SaaS companies performed relative to their initial revenue forecasts for Q3 2025. Leading by a wide margin $PLTR delivered the largest revenue beat at XXX% followed by $MDB with a XXX% beat. Next were $RBRK (4.8%) $DDOG (4.1%) and $IOT (4.0%). Other notable outperformers included $NET $HUBS $SNOW $VEEV $GTLB $TEAM $ZS $CFLT and $CRWD with revenue beats ranging from XXX% down to 1.3%. Smaller but still meaningful outperformance came from $MNDY $S and $NOW each exceeding their forecasts by roughly 1.0%. $PANW also exceeded its revenue forecastthough only by 0.2%"
X Link 2025-12-10T15:01Z 9781 followers, 1190 engagements

"Full Earnings Analysis:"
X Link 2025-12-11T13:57Z 9786 followers, XXX engagements

"TeraWulf pivots from crypto to AI infrastructure stock up XXX% YTD $WULF transformation into an AI infrastructure player is accelerating. Q3 2025 revenue rose X% sequentially to $XXXX million with early HPC leases already contributing $XXX million. The companys shift from mining to high-performance compute now rests on long-term investment-grade contracts backed by Googlemarking a full strategic reset with institutional credibility. Margins are expanding: Adjusted EBITDA jumped XX% QoQ to $XXXX million while new lease agreements could generate $XXX million in annual revenue and $XXX million"
X Link 2025-12-11T16:02Z 9780 followers, XXX engagements

"The Trede Desk $TTD Q3'25 Results: $739M rev (+17.7% YoY +6.5% QoQ) beat est by XXX% GM* (79.1% -XXX PPs YoY)🟡 Adj EBITDA Margin (42.9% +2.0 PPs YoY) Operating Margin* (38.2% +0.4 PPs YoY) FCF Margin (21.0% -XXXX PPs YoY)🟡 Net Margin (29.9% +3.3 PPs YoY) EPS* $XXXX beat est by XXX% non-GAAP ➡Customer Retention XX% (95% LQ) Operating expenses S&M/Revenue XXXX% (-0.9 PPs YoY) R&D*/Revenue XXXX% (-1.0 PPs YoY) G&A*/Revenue XXXX% (-1.1 PPs YoY) Dilution SBC/rev XX% -XXX PPs QoQ Basic shares down -XXX% YoY -XXX PPs QoQ🟢 Diluted shares down -XXX% YoY -XXX PPs QoQ🟢 Guidance Q4'25 $840.0M guide"
X Link 2025-11-07T03:35Z 9785 followers, 3483 engagements

"Mission Control is acting as the force multiplier. It unifies self-built and partner-run data centers into a single fleet sustaining utilization at an industry-leading level. Active power reached 590MW contracted capacity hit 2.9GW and an eight-site U.S. expansion plus a U.K. buildout pushed geographic breadth further. Looking ahead revenue guidance for 2025 sits at $5.05$5.15B. CapEx is projected at $12$14B as deployments accelerate into 2026. Financing remains accessible with $14B raised this year and no major maturities until 2028. Management is positioning the company for an era in which"
X Link 2025-12-01T12:29Z 9785 followers, XXX engagements

"The bear case argues something more dramatic. Critics see CoreWeave as the emblem of an AI-infrastructure bubble citing heavy losses dependence on unprofitable customers escalating debt and a model that may require constant borrowing to remain solvent. If revenue velocity slows or creditors tighten skeptics believe the structure could face serious stress. The next two years will reveal whether the economics of AI infrastructure are as durable as the demand behind them"
X Link 2025-12-01T12:31Z 9785 followers, XXX engagements

"$CRWV Is Down XX% from ATH CoreWeaves model is straightforward: build the fastest AI cloud keep GPUs fully utilized and turn scarce compute into high-margin revenue. Q3 proved the engine is working. Revenue hit $1.4B up XXX% YoY. Backlog surged to $55.6B. Demand is not easing. Its accelerating. Margins are rising with scale. Adjusted operating income reached $217M at a XX% margin. Adjusted EBITDA climbed to $838M at a XX% margin helped by stronger utilization of GB200/GB300 clusters under Mission Control. One question hangs over the story: interest expense jumped to $311M. Can CoreWeaves cash"
X Link 2025-12-02T16:08Z 9785 followers, 1497 engagements

"Samsara $IOT Q3'25 Earnings Preview Consensus Estimates: Revenue $399M (+23.9% YoY) EPS $XXXX (+71.4% YoY) If $IOT beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +30.4% YoY Management Guidance: Q3'25 $XXX - $400M guide (+23.9% YoY) $1574 - $1578M FY guide (+26.2% YoY) raised by 1.48%"
X Link 2025-12-04T14:02Z 9785 followers, 2707 engagements

"Adobe $ADBE Q4'25 Results: $6194.0M rev (+10.5% YoY +3.4% QoQ) beat est by XXX% GM (89.5% +0.5 PPs YoY) Operating Margin (36.5% +1.6 PPs YoY) FCF Margin (50.5% -XXX PPs YoY)🟡 Net Margin (30.0% -XXX PPs YoY)🟡 EPS* $XXXX beat est by XXX% *non-GAAP Segment Revenue Digital Media $4620M rev (+11.5% YoY XXXX% Gross Margin) ➡Digital Experience $1520M rev (+8.9% YoY XXXX% Gross Margin)🟡 Digital Experience Subscription $1410M rev (+11.5% YoY)🟢 Publishing and Advertising $60M rev (-7.7% YoY XXXX% Gross Margin)🟡 Key Metrics RPO $22.52B (+12.8% YoY)🟢 Billings $6690M (+12.3% YoY)🟢 Total Digital"
X Link 2025-12-11T11:28Z 9785 followers, 1429 engagements

"$AVGO Q325: AI-driven revenue surge meets margin trade-offs Broadcom Revenue reached $18.0B up XX% YoY beating expectations and accelerating from the prior quarter. Operating income jumped XX% YoY pushing operating margin to 42%. Net income nearly doubled with a XX% net margin. Cash generation remained a core strength with $7.5B in free cash flow and a XX% FCF margin. Margins tell a nuanced story. Gross margin came in at XX% down XXX points YoY yet operating leverage more than compensated. SG&A and R&D intensity continued to decline as a percentage of revenue allowing operating and net"
X Link 2025-12-12T03:25Z 9784 followers, 1301 engagements

"A valuation chart based on the GP/Sales ratio relative to analysts' revenue growth NTM forecasts. Trading at a premium: $PLTR. Trading below average valuation: $CFLT $SNOW $WK $ESTC"
X Link 2025-12-12T11:58Z 9785 followers, XXX engagements

"MongoDB $MDB MongoDB posted solid execution with revenue at $628M up XX% driven by XX% Atlas growth now XX% of revenue. Operating margin reached XX% and FCF hit $140M lifting conversion above 100%. Atlas vector search and AI tooling strengthen relevance as workloads outgrow relational databases. Gross margin pressure from cloud mix and variable consumption persist yet schema lock-in and developer mindshare support switching costs. Enterprise AI adoption remains early but structurally favorable"
X Link 2025-12-12T11:58Z 9785 followers, XX engagements

"Dynatrace $DT Dynatrace delivered steady acceleration with ARR at $1.9B up XX% and logs consumption growing 100%+. Platform usage expanded over XX% driven by DPS adoption now at XX% of ARR. Davis AI and Grail analytics enable deterministic observability as AI workloads scale. EMEA softness and deal timing variability persist but raised guidance and a strengthening enterprise pipeline support sustained mid-teens growth"
X Link 2025-12-12T11:58Z 9785 followers, XX engagements

"Alphabet $GOOGL Alphabet posted its first $100B+ quarter with Cloud revenue up XX% and margin expanding to 23.7%. Cloud backlog surged XX% to $155B supported by billion-dollar AI deals. Gemini now serves 650M users processing XXX quadrillion tokens monthly. Capex near $90B+ pressures margins and search behavior shifts remain a risk. BigQuery performance and TPU scale strengthen Googles big-data positioning"
X Link 2025-12-12T11:58Z 9785 followers, XXX engagements

"Elastic $ESTC Elastic showed improving enterprise traction with revenue up XX% and operating margin expanding to 16.5%. RPO grew XX% with multiple $10M+ ACV wins. Vector search embeddings and GenAI retrieval strengthen relevance across unstructured data. Consumption volatility and hyperscaler competition persist but stateless architecture and cost-efficient logs create durable differentiation as AI retrieval demand scales"
X Link 2025-12-12T11:58Z 9785 followers, XX engagements

"@StockSavvyShay $ASML have strong competitive position"
X Link 2025-12-12T13:35Z 9784 followers, XXX engagements

"Neo Cloud Boom: Hypergrowth or Hidden Risk 🧵 Neo Cloud infrastructure is scaling at breakneck speed. GPU scarcity and surging AI demand have pushed the sector into hypergrowth turning capacity into revenue almost overnight. YTD momentum: $NBIS is up +209% $CRWV +118% $WULF +190% $APLD +294% $CIFR +291% $IREN +320% and $WYFI +15%. Capital is chasing compute and growth narratives are being rewarded aggressively. But the pace raises an uncomfortable question. Is price moving faster than durability"
X Link 2025-12-12T15:04Z 9784 followers, 1468 engagements

"Shareholder dilution is becoming harder to ignore. NBIS and WULF remain relatively contained but dilution accelerates beyond that point. CIFR and WYFI already erode ownership meaningfully. IREN moves into heavy territory. APLD and especially CRWV reflect aggressive equity issuance that weakens per-share economics"
X Link 2025-12-12T15:04Z 9784 followers, XXX engagements

"$NBIS Revenue growth is off the charts and hyperscale contracts with Microsoft and Meta lock in long-dated demand. Capex was lifted to $5B to accelerate builds. Power and GPU availability define the pace. The model works if capital discipline holds"
X Link 2025-12-12T16:04Z 9784 followers, XXX engagements

"$WYFI Earlier stage and more selective. Management is prioritizing investment-grade tenants over speed. Near-term underutilization masks longer-term optionality if flagship capacity comes online as planned"
X Link 2025-12-12T16:04Z 9783 followers, XXX engagements

"Thoughts on The Trade Desk Earnings Report $TTD: 🟢Positive Revenue $739M (+17.7% YoY +6.5% QoQ); beat by +3.0% Adj. EBITDA margin XXXX% (+2.0pp YoY); Operating margin XXXX% (+0.4pp YoY) Net margin XXXX% (+3.3pp YoY); EPS $0.45; beat by +2.3% Cash & investments $1.4B; no debt Q425 guide $840M (+13.4% YoY); beat by +1.1% Customer retention XX% OpEx ratios lower: S&M XXXX% (0.9pp) R&D XXXX% (1.0pp) G&A XXXX% (1.1pp) SBC/Rev XX% (2.2pp QoQ); diluted shares XXX% YoY CTV XX% mix; Kokai default 85%; performance lifts: CPA XX% CPU Reach XX% CTR +94% OpenPath scaling; Hearst fill X rev +23%; CPMs up"
X Link 2025-11-07T11:58Z 9786 followers, 2945 engagements

"$SE Sea Limited Revenue By Type E-Commerce Revenue ➡$4294.8M rev (+34.9% YoY XXXX% of Rev) 🟡 Operating Margin (2.6% +3.7 PPs YoY) Digital Financial Revenue ➡$989.9M rev (+60.8% YoY XXXX% of Rev) Operating Margin (25.1% -XXX PPs YoY) Digital Entertainment Revenue ➡$653.0M rev (+31.2% YoY XXXX% of Rev) 🟡 Operating Margin (47.4% -XXX PPs YoY) Other Services ➡$48.4M rev (+55.6% YoY XXX% of Rev) 🟢 Operating Margin (-55.8% -XXXX PPs YoY)"
X Link 2025-11-12T15:00Z 9786 followers, 1346 engagements

"GitLab $GTLB Q3'25 Results: $244.4M rev (+24.7% YoY +3.6% QoQ) beat est by XXX% GM* (88.6% -XXX PPs YoY)🟡 Operating Margin* (17.9% -XXX PPs YoY)🟡 FCF Margin (11.1% +6.2 PPs YoY) EPS* $XXXX beat est by XXXX% non-GAAP Key Metrics DBNR XXX% (121% LQ) ➡RPO $1.00B (+23.2% YoY)🟡 ➡Billings $253M (+17.0% YoY)🟡 Customers ➡10475 customers (+10.0% YoY +137) ➡1405 $100k+ customers (+22.8% YoY +61) Operating expenses S&M/Revenue XXXX% (-4.0 PPs YoY) R&D*/Revenue XXXX% (-2.2 PPs YoY) G&A*/Revenue XXXX% (-0.9 PPs YoY) Quarterly Performance Highlights Net New ARR $34M (-37.3% YoY) CAC* Payback Period"
X Link 2025-12-03T12:02Z 9786 followers, 2006 engagements

"GitLab $GTLB Retention"
X Link 2025-12-03T12:02Z 9786 followers, 1642 engagements

"GitLab $GTLB Dilution"
X Link 2025-12-03T12:02Z 9786 followers, 1862 engagements

"Thoughts on GitLab Earnings Report $GTLB: 🟢 Positive Revenue: $244M (+25% YoY +3.6% QoQ) beat estimates by 2.4%. EPS: $XXXX ( +25% beat vs estimates). Free Cash Flow Margin: XXXX% (+6.2 pps YoY). SaaS Revenue: +36% YoY now XX% of total. Ultimate ARR mix: XX% (+7 of top XX deals). $100K+ customers: 1405 (+23% YoY). Operating margin: XX% ( +5 pps vs guide). Raised FY revenue guidance to $946$947M (+25% YoY). Strong cash position: $1.2B. Duo Agent Platform ready for GA expanding monetization to usage model. 🟡 Neutral Gross margin: XX% (-2.5 pps YoY) but remains high. DBNR: XXX% (vs XXX% LQ)"
X Link 2025-12-03T13:34Z 9786 followers, 4735 engagements

"Key points from $S SentinelOne Third Quarter 2025 Earnings Call: Financial Performance: SentinelOne reported Q3 revenue of $259M (+23% YoY) with international revenue up XX% and ARR growing XX% on $54M net new ARR. RPO increased XX% to $1.3B. Margins expanded sharply: gross margin XX% operating margin +7% net income margin XX% and FCF margin 6%. FY26 revenue guidance was raised to $1.001B (+22% YoY). Singularity Platform: The platform continued strong PMF with XX% of bookings from non-endpoint modules. Large wins included a Fortune XXX endpoint consolidation and an eight-figure U.S. federal"
X Link 2025-12-05T15:33Z 9786 followers, 2657 engagements

"$AMZN Amazon delivered $180.2B in Q3 revenue with strong operating leverage. AWS re-accelerated to XXXX% growth on a $132B run rate. Backlog reached $200B. Amazon added XXX GW of cloud power in twelve months and plans to double capacity again by 2027. Trainium2 demand is fully subscribed powering major clusters like Anthropics Project Rainier. Bedrock is emerging as the default inference layer inside AWS. Retail and ads keep compounding with ad revenue up XX% and AI-powered shopping tools boosting conversion. Capex remains heavypotentially $125B for FY25but the AI retail and logistics"
X Link 2025-12-08T13:03Z 9786 followers, XX engagements

"The SaaS Magic Number is a pivotal metric used to evaluate the efficiency of sales and marketing investments within SaaS companies. It offers investors and managers a clear view of how effectively a company is converting its sales and marketing spend into revenue growth which is particularly crucial for businesses that follow a subscription-based model. In the SaaS industry customer acquisition costs are typically high but lead to prolonged revenue streams. 🟢Magic Number 0.75: $PLTR $AXON $VEEV $DDOG $NET $ZS. 🟠Magic Number 0.5: $NET $CRWD $IOT $ZS $HUBS $MNDY $S $TEAM $CFLT. 🔴Magic Number"
X Link 2025-12-09T12:56Z 9786 followers, XX engagements

"$AMZN The Physical Infrastructure Beast Revenue: $180.2B. AWS re-accelerates to XXXX% growth on a $132B run rate. Backlog: $200B. AWS added XXX GW of cloud power in a year and is preparing to double capacity again by 2027. Trainium2 is fully subscribed and Bedrock is becoming the default inference engine for enterprise AI"
X Link 2025-12-09T15:30Z 9786 followers, XXX engagements

"Is the Neo Cloud boom already showing cracks beneath the surface Despite record growth sector momentum looks fragile. $CRWV is down -XX% from its 52-week high $WYFI -XX% $IREN -XX% $NBIS -XX% $CIFR -XX% $APLD -XX% and $WULF -9%. Volatility signals growing skepticism about durability and dilution risk. The build-out story is still historicAI infrastructure spending is compounding faster than any other segment in techbut the pace invites risk. Power scarcity vendor concentration around NVIDIA and capital intensity measured in tens of billions per year have stretched balance sheets. When a"
X Link 2025-12-10T11:54Z 9786 followers, 2470 engagements

"$KVYO Klaviyo Klaviyos evolution from email marketing to a full B2C CRM platform positions it as a hub for SMBs in retail and ecommerce. Q2 2025 revenue grew XX% YoY to $293M with XX% non-GAAP operating margin and $59M free cash flow. FY2025 revenue guidance was raised to $1.203B (2728% growth). International revenue surged XX% YoY and the customer base expanded XX% to 145K with XXX% NRR. AI-driven tools like Multichannel Builder and Affinity enhance targeting and ROI. XXXX% gross margin supports scalability while strong operational leverage underpins profitability. Morgan Stanley upgraded"
X Link 2025-10-21T11:00Z 9784 followers, XXX engagements

"CrowdStrike $CRWD Q3'25 Earnings Preview Consensus Estimates: Revenue $1213M (+20.1% YoY) EPS $XXXX (+23.7% YoY) If $CRWD beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +22.2% YoY Management Guidance: Q3'25 $1208 - $1218M guide (+20.1% YoY) $4750 - $4806M FY guide (+20.8% YoY)"
X Link 2025-12-01T12:28Z 9784 followers, 1722 engagements

"Arista Networks $ANET delivers record Q3 results driven by AI-fueled growth Revenue hit $2.31B up XXXX% YoY with gross margin expanding to 65%. Operating income soared XX% YoY to $986M pushing operating margin to 45%. EPS came in at $XXXX beating estimates. Profitability remains elitefree cash flow margin at XX% underscores a disciplined asset-light model that converts earnings into cash with precision. Growth momentum is anchored in the AI infrastructure buildout. Demand from cloud titans and enterprise clients is accelerating as multi-planar network architectures become essential for"
X Link 2025-11-05T03:45Z 9785 followers, 3852 engagements

"Thoughts on Veeva Systems Earnings Report $VEEV: 🟢 Positive Revenue $811.2M (+16.0% YoY +2.8% QoQ); EPS* $XXXX (+4.6% vs est); Operating Margin* XXXX% (+1.5 pp YoY); GM* XXXX% (+0.3 pp YoY) Subscription revenue $682.5M (+17.5% YoY); Sub GM* XXXX% (+0.4 pp YoY) Q425 guide $807$810M (+12.2% YoY); FY guide $3166$3169M (+15.3% YoY) both raised Net margin XXXX% (+2.5 pp YoY); S&M*/Rev XXXX% (-0.3 pp) R&D*/Rev XXXX% (-0.6 pp) G&A*/Rev XXX% (-0.3 pp) Net new ARR $93.26M (+19.1% YoY); RDI XXXX (+0.16 YoY)* Strategic wins: Vault CRM 14/20 top pharma eCTMF 20/20 Vault CRM live XXX (external: 115);"
X Link 2025-11-21T12:28Z 9785 followers, 2135 engagements

"Key points from $VEEV Veeva Systems Third Quarter 2025 Earnings Call: Financial Performance: Q3 revenue reached $811M with non-GAAP operating income of $365M both above guidance. FY26 outlook raised on early deal timing and strength in R&D SMB Crossix and services. Subscription margin stable and slightly up YoY; free cash flow strong with $10B+ cash balance. Vault CRM: Over XXX live deployments (115); XX of top XX pharma standardizing X building custom Salesforce solutions. CRM now XX% of revenue vs XX% two years ago reducing concentration risk. Attach potential includes Service Center"
X Link 2025-11-21T15:03Z 9786 followers, 2544 engagements

"Thoughts on Snowflake Earnings Report $SNOW: 🟢 Positive Revenue: Q3 revenue reached $1.213B (+28.7% YoY +5.9% QoQ) beating estimates by 2.8%. Product revenue: $1.158B (+28.7% YoY) with XXXX% gross margin. Operating margin: Improved to XXXX% (+4.6 pps YoY); FCF margin rose to XXX% (+1.1 pps YoY). EPS: $XXXX beating estimates by 16.7%. RPO: $7.88B (+38.3% YoY); cRPO $3.78B (+32.7% YoY). Customer growth: Total 12621 (+18.9% YoY); XXX customers spending $1M+ annually (+26.9% YoY). AI traction: AI influenced XX% of bookings; Snowflake Intelligence adopted by 1200 customers; Cortex AI hit $100M"
X Link 2025-12-04T12:30Z 9784 followers, 1082 engagements

"$GOOGL Alphabet posted its first $100B quarter. Revenue rose XX% to $102.3B. Search and YouTube grew double digits subscriptions topped 300M paid subs and Cloud jumped XX% to $15.2B with margins nearing 24%. Cloud backlog reached $155B. AI scale is accelerating: Gemini serves 650M users API traffic processes billions of tokens per minute and TPU demand from top labs keeps rising. Capex will continue climbing as Alphabet expands constrained AI capacity though early evidence shows stable monetization across Search and YouTube as AI-driven interfaces evolve"
X Link 2025-12-08T13:03Z 9785 followers, XX engagements

"Big Data Leaders: Whos Actually Winning the 2025 AI Super-Cycle Margins and growth trends across big data and AI infrastructure continue to strengthen. $PLTR posts exceptional leverage with triple-digit Rule of XX $SNOW expands consumption and AI-driven bookings $DDOG accelerates across observability and security $MDB scales Atlas with rising profitability and hyperscalers pull forward multi-year demand tied directly to enterprise AI workloads. Revenue backlog and operating income momentum across $MSFT $GOOGL $AMZN $ORCL and $IBM point to an AI cycle moving far beyond early adoption. Yet a"
X Link 2025-12-09T11:33Z 9784 followers, 3365 engagements

"$GOOGL Full-Stack AI at Planet Scale First-ever $100B quarter. Cloud up XX% backlog at $155B. Gemini hits 650M users and processes billions of tokens per minute. TPU demand is surging as top AI labs scale training workloads. AI Overviews reshape Search yet monetization remains stable"
X Link 2025-12-09T15:30Z 9785 followers, XX engagements

"Adobe $ADBE Digital Media ARR"
X Link 2025-12-11T11:28Z 9785 followers, XX engagements

"Adobe $ADBE OpEx"
X Link 2025-12-11T11:28Z 9785 followers, XX engagements

"Adobe $ADBE Dilution"
X Link 2025-12-11T11:28Z 9785 followers, XXX engagements

"Thoughts on Adobe Earnings Report $ADBE: 🟢 Positive Revenue: Q4 revenue $6.19B up XXXX% YoY beating estimates by 1.5%; FY25 revenue $23.77B up XX% YoY. Margins: Gross margin rose to XXXX% (+0.5 PPs YoY); operating margin expanded to XXXX% (+1.6 PPs YoY). EPS: Non-GAAP EPS $XXXX beating estimates by 2.2%; FY25 non-GAAP EPS $XXXXX up XX% YoY. Cash Flow: Operating cash flow exceeded $10B; FCF margin strong at 50.5%. Digital Media: Revenue $4.62B (+11.5% YoY); ARR $19.2B (+11.5% YoY); freemium MAUs up XX% to 70M+. Digital Experience Subscription: Revenue $1.41B (+11.5% YoY) with strong ARR"
X Link 2025-12-11T12:33Z 9785 followers, 1285 engagements

"A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth NTM forecasts. Trading at a premium: $PLTR. Trading below average valuation: $CFLT $SNOW $WK"
X Link 2025-12-12T11:58Z 9785 followers, XXX engagements

"Oracle $ORCL Oracles quarter confirmed AI infrastructure is reshaping the model. Revenue reached $16.1B up XX% YoY with cloud now XX% of sales. RPO exploded to $523B up XXX% YoY fueled by multi-year AI deals. OCI accelerated to XX% growth while GPU-related revenue jumped 177%. Operating income rose XX% to $4.7B EBITDA margin reached XX% and EPS climbed XX% YoY to $XXXX. The tension sits in capital intensity. Free cash flow fell to $10B as capex ramps testing whether record backlog can offset near-term margin compression"
X Link 2025-12-12T11:58Z 9785 followers, XXX engagements

"Amazon $AMZN Amazon combined AI scale with improving leverage. Revenue reached $180.2B while AWS reaccelerated to XXXX% growth on a $132B run rate. AWS backlog hit $200B and Trainium2 usage surged XXX% sequentially. Capex near $125B compresses margins but custom silicon and Bedrock agents reinforce platform stickiness. Retail and ads add diversification as AI infrastructure demand compounds"
X Link 2025-12-12T11:59Z 9785 followers, XX engagements

"SAP $SAP SAP entered reacceleration with cloud revenue up XX% and cloud ERP growing XX% now XX% of cloud mix. Cloud backlog reached 18.8B up XX% while cloud gross margin improved to 75.1%. The harmonized business data model underpins AI differentiation across ERP workflows. Deal linearity remains uneven but deep integration and switching costs support durable growth as AI adoption scales"
X Link 2025-12-12T11:59Z 9785 followers, XX engagements

"$IBM IBM delivered a clean margin reset. Revenue reached $16.33B up XXX% YoY while gross margin expanded to 57%. Operating income surged XXX% YoY to $2.75B and net income rose XXX% lifting net margin to 11%. Software grew XXXX% with XX% gross margin and Infrastructure jumped XX% the strongest pace in years. Free cash flow totaled $2.67B a XX% margin. Valuation sits near XXXX forward P/E. Execution now matters more than narrative"
X Link 2025-12-12T11:59Z 9785 followers, XX engagements

"The next tech supercycle is forming where real leverage lives: inside enterprise data layers. Big Data platforms power how AI reasons automates and executes. Sentiment around software remains cautious yet fundamentals signal a multi-year demand inflection. Depth is starting to matter more than features. Companies built around data governance and integration sit closest to AI value creation making todays sector compression a potential setup for rotation back into core software infrastructure"
X Link 2025-12-12T11:59Z 9785 followers, XXX engagements

"Full Sector Analysis:"
X Link 2025-12-12T11:59Z 9785 followers, XXX engagements

"Performance relative to 52-week highs tells a more restrained story. WYFI sits -XX% CRWV -XX% IREN -XX% NBIS -XX% CIFR -XX% APLD -XX% and WULF -7%. Volatility is not a side effect. It is a signal that sustainability valuation and funding structure remain unresolved. Structural risks surface quickly at this scale. Vendor concentration leaves operators highly exposed to NVIDIA supply dynamics. Capital intensity is extreme with some players committing tens of billions annually to power land and data center expansion. Client concentration magnifies downside when a small number of hyperscale"
X Link 2025-12-12T15:04Z 9785 followers, XXX engagements

"$CIFR Moving from crypto volatility toward contracted HPC cash flows. Google and Amazon deals anchor the future. Power access is a differentiator while interconnection timing remains the swing factor"
X Link 2025-12-12T16:04Z 9784 followers, XXX engagements

"How $SE Sea Limited Makes Money: Marketplace Monetization Financial Services Scale and a Reaccelerating Gaming Engine Seas model is firing across all three pillars. Shopee drives the majority of revenue through marketplace fees advertising and value-added logistics delivering $4.3B in e-commerce revenue and XX% growth in core marketplace monetization. Margins improved as operating discipline took hold pushing group operating margin to X% and operating cash flow margin above 31%. Digital Financial Services continues to scale with high-velocity PayLater adoption and a loan book now at $7.9B"
X Link 2025-11-27T11:59Z 9784 followers, 2561 engagements

"Key points from $IOT Samsara Third Quarter 2025 Earnings Call: Financial Performance: Samsara ended Q3 FY26 with $1.75B ARR (+29% YoY) and $105M net new ARR its strongest in seven quarters. Revenue grew XX% to $416M. The company reached GAAP profitability expanded non-GAAP operating margin to XX% (+9 pts YoY) delivered XX% gross margin and achieved XX% FCF margin. NRR held at XXX% and $100K+ customers accounted for XX% of total ARR. Fleet Management: Fleet remained the core growth engine powered by Video Safety Telematics and AI Multi-Cam. Wins included a top U.S. home-improvement retailer"
X Link 2025-12-05T15:59Z 9785 followers, 2630 engagements

"Next let's discuss margins starting with Gross Margin non-GAAP. For $AXON the Gross Margin is XX% but specifically for Software & Services it's 74%. The highest Gross Margins are seen at $MNDY XX% and $GTLB 89%"
X Link 2025-12-09T12:56Z 9784 followers, XXX engagements

"@thexcapitalist $AMZN AWS re-accelerated to XXXX% growth on a $132B run rate in Q3"
X Link 2025-12-09T15:28Z 9784 followers, 1304 engagements

"@StockSavvyShay Strong Q4 from $ADBE"
X Link 2025-12-11T03:31Z 9784 followers, 1398 engagements

"Synopsys Q325: AI Tailwinds Drive Record Growth Amid Cost Pressure $SNPS posted another quarter of strong top-line growth with revenue up XXXX% YoY to $2.26B landing slightly above estimates. Gross profit jumped XX% with margins expanding to XX% reflecting strong pricing discipline and Ansys integration benefits. EBITDA margin improved by nearly X points to XX% signaling the early payoff of operational synergy efforts. RPO surged XX% to $11.4B and recurring revenue reached XX% of total sales solidifying the companys shift toward predictable high-margin software income. The Ansys acquisition"
X Link 2025-12-11T11:57Z 9783 followers, 1151 engagements

"Neo Clouds Breakout Moment: The Fastest Infrastructure Boom of the AI Era Analysts expect NTM revenue growth of +551% for $NBIS (Nebius Group) +179% for $WYFI (WhiteFiber) +131% for $CRWV (CoreWeave) +107% for $IREN (Iris Limited) +73% for $WULF (TeraWulf) +65% for $CIFR (Cipher Mining) and +52% for $APLD (Applied Digital). Growth is no longer theoretical. It is visible in revenue curves pipeline disclosures and multi-gigawatt power commitments. Market estimates now stretch from $XX billion in 2024 to more than $XXX trillion by 2034. Synergy sees $XXX billion by 2030. GPU scarcity sits at the"
X Link 2025-12-11T13:02Z 9784 followers, 30.3K engagements

"CoreWeave revenue up XXX% YoY but shares sit XX% below all-time highs $CRWV continues to lead the AI infrastructure build-out with Q3 2025 revenue reaching $XXX billion up XXX% year over year powered by surging demand from AI labs enterprises and hyperscalers. The companys adjusted EBITDA margin hit XX% while operating income climbed to $XXX million showing rare profitability strength at this scale. Backlog expansion remains unmatched$55.6 billion in total commitments the largest in the industry signaling deep structural demand for compute capacity. Yet the markets verdict remains cautious."
X Link 2025-12-11T15:03Z 9785 followers, 1318 engagements

"Big Data: $400B$960B Runway With XX% CAGR Into 2030 Data creation is exploding. Storage processing and analytics must follow. Margins benefit from operating leverage. Once platforms scale incremental data workloads tend to be software-heavy rather than hardware-heavy. AI and machine learning reinforce the cycle. Cloud migration adds another tailwind lowering upfront friction while expanding total addressable demand across mid-sized enterprises. Analyst forecasts for Big Data NTM revenue growth: $PLTR +46.4% $SNOW +24.6% $DDOG +21.8% $MDB +20.0% $ORCL +19.7% $CFLT XXXX% $WK +16.4% $MSFT +15.0%"
X Link 2025-12-12T11:58Z 9784 followers, 1390 engagements

"Teradata $TDC Teradata returned to growth as AI reshapes hybrid data strategies. Revenue reached $416M with gross margin expanding XXX bps to XXXX% and FCF up 28%. Cloud ARR grew XX% while on-prem stabilized. QueryGrid and vector capabilities reposition Teradata as an AI execution layer. Expansion remains modest at XXX% and near-term revenue softness persists but AI-driven pipeline points to stronger 2026 momentum"
X Link 2025-12-12T11:59Z 9785 followers, XX engagements

"@amitisinvesting $NVDA Demend is insane 💪"
X Link 2025-12-12T13:01Z 9784 followers, 3616 engagements

"Valuation inflation compounds the risk as funding crowds into infrastructure at once. Based on Forward EV/Sales relative to growth forecasts $CIFR $WULF and $APLD trade at premiums while $IREN $CRWV and $WYFI appear fairly valued. $NBIS trade below peer averages suggesting potential upside if execution remains strong"
X Link 2025-12-12T15:04Z 9784 followers, XXX engagements

"WhiteFiber revenue up XX% YoY but stock sits XX% below all-time highs $WYFI has lost more than half its value from the peak even as the business scales rapidly into the Neo Cloud race. Q3 2025 revenue grew XX% year over year to $XXXX million led by $XX million from cloud services and $XXX million from colocation with gross margin at 63%. Liquidity strengthened to $XXXXX million in cash leaving the company debt-free and positioned to fund early data-center builds. Execution progress is tangible. The Montreal X retrofit finished on schedule now generating about $X million per month through"
X Link 2025-12-12T15:31Z 9784 followers, 1240 engagements

"Neo Cloud is moving from narrative to balance sheets 🧵 GPU-focused infrastructure is now the fastest-scaling segment of the AI economy. Training + inference demand flipped capacity into revenue almost instantly $NBIS $CRWV $WULF $APLD $CIFR $IREN and $WYFI"
X Link 2025-12-12T16:04Z 9784 followers, 1420 engagements

"$CRWV The scale leader. Backlog north of $55B shows demand is not the issue. EBITDA margins are strong but interest expense is the tax for growing this fast. Leverage turns flawless execution into a requirement not an advantage"
X Link 2025-12-12T16:04Z 9784 followers, XXX engagements

"$WULF A clean pivot from mining to AI infrastructure. Long-term Google-backed leases change the risk profile entirely. Financing is largely in place but delivery and ramp timing still carry weight"
X Link 2025-12-12T16:04Z 9784 followers, XXX engagements

"$APLD Assets are validated by anchor tenants but the income statement is in transition. Preferred equity financing helps protect equity holders. Lease commencements are the real inflection point"
X Link 2025-12-12T16:04Z 9783 followers, XXX engagements

"$IREN One of the strongest hyperscale partnerships in the space. The Microsoft contract alone reshapes the revenue base. Returns are attractive but execution and financing precision will determine outcomes"
X Link 2025-12-12T16:04Z 9784 followers, XXX engagements

"The Neo Cloud opportunity is massive. The long-term winners will be the ones that scale power manage leverage and convert explosive demand into sustainable economics"
X Link 2025-12-12T16:04Z 9784 followers, XXX engagements