@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 $102.3 billion revenue, $MSFT with 18% year-over-year revenue growth, and $NOW with a 21.8% year-over-year revenue increase. Additionally, $META and $MELI also reported significant revenue growth, with $META's revenue accelerating to 26% year-over-year and $MELI's revenue rising 39% year-over-year to $7.4 billion.
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Social Influence
Social category influence stocks #2700 technology brands 49.4% finance 47.01% cryptocurrencies #4808 financial services #69 automotive brands 1.99% social networks 1.99% countries 1.59% currencies 0.8% gaming 0.8%
Social topic influence ai #2873, growth #336, $mndy #1, stocks #1406, $net #1, $pltr #233, $app #14, $now #9, $ddog #17, software #186
Top accounts mentioned or mentioned by @dissectmarkets @number1invest_ @stocksavvyshay @tacticzh @heiserf16 @scrooogeuncle @felixonguitar @classsang @frameworkwisely @wcguitarist @alex70848763197 @oddityoddballs @kh2014000 @mvcinvesting @tbtiang @svtechie @beuvingjordy @ftrinvestors @theronnievshow @romanointel
Top assets mentioned monday.com Ltd. (MNDY) Cloudflare, Inc. (NET) Palantir Technologies Inc. (PLTR) AppLovin Corporation (APP) Now Coin (NOW) Datadog Inc (DDOG) Shopify Inc (SHOP) Figma, Inc. (FIG) Atlassian Corporation PLC (TEAM) Crowdstrike Holdings Inc (CRWD) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Axon Enterprise, Inc. (AXON) ZetaChain (ZETA) Microsoft Corp. (MSFT) HUBSPOT, INC. (HUBS) Snowflake Inc. (SNOW) Iris Energy Limited (IREN) Duolingo, Inc. (DUOL) ServiceNow Inc (NOW) Salesforce Inc (CRM) Amazon.com, Inc. (AMZN) Rubrik, Inc. (RBRK) Trade Desk, Inc. (TTD) Zscaler Inc (ZS) Palo Alto Networks Inc (PANW) Asana, Inc. (ASAN) Oracle Corporation (ORCL) Micron Technology, Inc. (MU) Metadium (META) Adobe, Inc. (ADBE) Klaviyo, Inc. (KVYO) MercadoLibre Inc (MELI) Astera Labs, Inc. (ALAB) Intapp, Inc. (INTA) Broadcom, Inc. (AVGO) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Rapids (RPD) Unity Software Inc. (U) Sleepless AI (AI) Sea Limited (SE) Sandisk Corporation (SNDK) Applied Materials, Inc. (AMAT) Braze Inc. (BRZE) ServiceTitan, Inc. (TTAN) Apple, Inc. (AAPL) WIX.com Ltd. (WIX) NuCypher (NU) CoreWeave, Inc (CRWV) Zeta Global Holdings Corp. (ZETA) Tesla, Inc. (TSLA) Lam Research Corporation (LRCX) Intuit Inc. (INTU) Fair Isaac, Corp. (FICO)
Top Social Posts
Top posts by engagements in the last [--] hours
"$RPD 80% Rapid7 Stuck in the Middle ARR growth collapsed to 2% while peers scaled above 20%. Legacy vulnerability management shrinking faster than new Exposure products expand. Customers demanding more for less as AI offsets analyst headcount. Margins squeezed. Debt elevated. Market sees a pivot into AI services as catch-up not category leadership. $DUOL 79% Duolingo Utility at Risk Live AI translation in wearables reframes the question from growth to relevance. DAU growth near 40% but missed expectations in key US youth cohorts. AI-generated lessons triggered pronunciation errors and"
X Link 2026-02-13T14:59Z 12.8K followers, [---] engagements
"SaaS just hit near all-time low valuation levels. Median PSG: [----] Long-term median: [----] Down 40% vs history. [----] peak: [----] [----] washout: [----] Today: back to cycle lows. Market is repricing seat-based SaaS in the AI era. Premium growth still gets paid: $NET $CRWD $ZS $DDOG $PLTR Profitable compounders: $NOW $PANW $FTNT $ADBE Either this is capitulation or a structural reset. https://twitter.com/i/web/status/2022680741264703509 https://twitter.com/i/web/status/2022680741264703509"
X Link 2026-02-14T14:34Z 12.8K followers, [----] engagements
"AI wont disrupt software. It will concentrate power. 🧵 J.P. Morgan highlighted [--] AI-Resilient names positioned to benefit as AI scales. Security. Infrastructure. Vertical data. 👇 $PANW Palo Alto Networks Platformization is the moat. $5.9B in Next-Gen Security ARR and $15.5B RPO signal multi-year lock-in across network cloud and SOC layers. Precision AI sits natively inside traffic inspection after the $500M Protect AI deal. Customers consolidate vendors instead of adding AI point tools. Proprietary threat telemetry compounds daily. Switching means ripping out the architecture itself."
X Link 2026-02-12T15:01Z 12.8K followers, 18.2K engagements
"Surviving the SaaS-pocalypse: Who Makes It Out Alive Drawdowns from 52-week highs 👇 $FIG (Figma) 85% $RPD (Rapid7) 80% $DUOL (Duolingo) 79% $MNDY (monday com) 77% $TEAM (Atlassian) 73% $HUBS (HubSpot) 72% $WIX (Wix com) 70% $INTA (Intapp) 70% $ASAN (Asana) 69% $AI (C3 ai) 69% $FIVN (Five9) 67% $PD (PagerDuty) 66% $U (Unity Software) 62% $KVYO (Klaviyo) 61% $FRSH (Freshworks) 61% https://twitter.com/i/web/status/2022281903915860464 https://twitter.com/i/web/status/2022281903915860464"
X Link 2026-02-13T12:09Z 12.8K followers, 21.4K engagements
"$MNDY 77% Monday The Automated PM Revenue beat stock fell 21% on weak [----] outlook. SMB churn rising as small teams test free LLM agents for task tracking. Performance marketing efficiency deteriorating. Monday Vibe viewed as table stakes. If AI coordinates work autonomously human workflow boards become optional. $TEAM 73% Atlassian The Seat Squeeze Cloud revenue crossed $1B yet organic growth slowed 50bps amid migration friction. AI coding agents improve output per engineer threatening junior dev funnel. Net losses persist while replatforming for AI era. Marketplace take rates face pressure"
X Link 2026-02-13T14:59Z 12.8K followers, [---] engagements
"High-quality stocks trading at all time low multiples. 👇 $NOW ServiceNow 19.5x"
X Link 2026-02-16T15:00Z 12.8K followers, [----] engagements
"$SNOW Snowflake's Economic Moat Snowflake has established a strong economic moat that differentiates it in the competitive landscape of cloud-based data warehousing and analytics. This moat is characterized by several key factors: economies of scale network effects brand strength intellectual property and switching costs. Economies of Scale Snowflake's cloud-native architecture and extensive customer base enable significant economies of scale. As more organizations adopt its platform fixed costssuch as infrastructure and developmentare distributed over a larger user base reducing per-user"
X Link 2025-01-06T15:31Z 12.8K followers, [----] engagements
"@mvcinvesting Analysts project the highest revenue growth among neo-clouds for $NBIS at +215% YoY in 2026"
X Link 2025-10-15T12:03Z 12.8K followers, [----] engagements
"Key points from $APP AppLovins Third Quarter [----] Earnings Call: Financial Performance: Q3 revenue hit $1405M up 68% YoY driven by gaming model upgrades. Adjusted EBITDA reached $1158M (up 79% YoY) with an 82% margin and strong 95% QoQ flow-through. Free cash flow rose 92% YoY to $1049M aided by lower interest payments. Cash ended at $1.7B. For Q4 guidance is $1570$1600M in revenue (1214% QoQ growth) and $1290$1320M in EBITDA with 8283% margins. Software Platform: The ecosystem links advertisers publishers and the recommendation engine. Upgraded gaming models improved efficiency and"
X Link 2025-11-06T13:59Z 12.8K followers, [----] 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 https://twitter.com/i/web/status/1989306956474204222 https://twitter.com/i/web/status/1989306956474204222"
X Link 2025-11-14T12:18Z 12.8K followers, [----] 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 53% growth in core marketplace monetization. Margins improved as operating discipline took hold pushing group operating margin to 8% 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 12.8K followers, [----] engagements
"The higher-margin AI cloud layer sits on top. Aether [---] and the Nebius Token Factory convert that raw GPU capacity into recurring enterprise software revenue. AI builders ISVs and large corporations plug into a platform offering compliance observability and predictable inference pricing. As utilization rises cloud margins expand faster than the base infrastructure"
X Link 2025-11-28T12:04Z 12.8K followers, [---] 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 $16 billion in [----] to more than $1.1 trillion by [----]. Synergy sees $180 billion by [----]. GPU scarcity sits at the"
X Link 2025-12-11T13:02Z 12.8K followers, 33.9K engagements
"$NTSK The Cloud-Native AI Shield AI Contribution: Netskope One integrates AI for inline threat detection LLM data loss prevention and shadow AI discoveryall under 10ms latency via NewEdge Cloud. AI Benefits: 34% ARR growth to $754M 118% retention and first positive FCF show scale and efficiency. Netskope defines the AI-ready SASE model enterprises now demand. https://twitter.com/i/web/status/2001623034889932960 https://twitter.com/i/web/status/2001623034889932960"
X Link 2025-12-18T11:58Z 12.8K followers, [---] engagements
"10 most promising stocks to watch in [----] 🧵 Operating leverage capital discipline and control over critical infrastructure are becoming the real differentiators. 1/ $PLTR Palantir is proving enterprise AI can scale profitably. 51% operating margin 134% net dollar retention and a [---] Rule of [--] reflect rare leverage as customers move from pilots to production. AIP is evolving into core infrastructure not a tool. https://twitter.com/i/web/status/2003104310604005662 https://twitter.com/i/web/status/2003104310604005662"
X Link 2025-12-22T14:04Z 12.8K followers, 95.7K engagements
"Top [--] growth stocks to watch in [----] 👇 $GOOGL Google $AXON Axon Enterprise $IREN IREN Limited $NBIS Nebius Group $PLTR Palantir Technologies $NOW ServiceNow $SNOW Snowflake $NET Cloudflare $CRWD CrowdStrike $SOFI SoFi Technologies $MELI MercadoLibre $SE Sea Limited $SHOP Shopify $NVDA NVIDIA $MU Micron Technology Growth is increasingly concentrated where AI data infrastructure and platforms intersect. https://twitter.com/i/web/status/2003132688568664554 https://twitter.com/i/web/status/2003132688568664554"
X Link 2025-12-22T15:57Z 12.8K followers, 30.8K engagements
"5 Great undervalued growth stocks the market is still misreading 🧵 Valuations are compressing while fundamentals is improve. A few stocks stand out where execution is accelerating but multiples have not rerated. 👇 1/ $MELI MercadoLibres fintech engine is doing the heavy lifting. Credit portfolio reached $6.6B up 74% YoY while assets under management jumped 129% to $10.6B turning Mercado Pago into a wealth platform not just payments. Advertising now represents 2.1% of GMV growing 41% and logistics scale pushed net income margin to 10.5% in Q4. Forward P/E sits near [--] modest for a company"
X Link 2025-12-24T14:57Z 12.7K followers, 62.2K engagements
"Top [--] Stocks on My Watchlist 👀 [--]. $ZETA Zeta Global [--]. $MU Micron Technology [--]. $AMD AMD [--]. $ARM Arm [--]. $RBRK Rubrik [--]. $FIG Figma [--]. $NBIS Nebius [--]. $IREN IREN Limited [--]. $S SentinelOne [--]. $NU Nu Holdings I dont own them but Im considering buying"
X Link 2025-12-24T16:37Z 12.8K followers, 32.9K engagements
"Top [--] crucial semiconductor players that are bottlenecks in the AI boom. Analysts expect the strongest NTM revenue growth from: $ALAB Astera Labs +57% $NVDA Nvidia +50% $MU Micron +46% $TSM TSMC +35% $AVGO Broadcom +30% $AMD AMD +30% $MRVL Marvell +20%"
X Link 2025-12-25T12:27Z 12.8K followers, 42.3K engagements
"Top [--] Software Stocks to Watch 👇 $SNOW Snowflake $AXON Axon Enterprise $HOOD Robinhood $NBIS Nebius Group $PLTR Palantir Technologies $NOW ServiceNow $NU Nu Holdings $RBRK Rubrik $DLO Dlocal Ltd $MELI MercadoLibre $SE Sea Limited $VEEV Veeva Systems $ZETA Zeta Global $APP AppLovin $FIG Figma AI is becoming infused into software not standing alone as a hardware expense with software emerging as the primary driver of the next growth leg in AI. https://twitter.com/i/web/status/2004175803609976956 https://twitter.com/i/web/status/2004175803609976956"
X Link 2025-12-25T13:02Z 12.8K followers, 15.5K engagements
"Top [--] International Growth Stocks for [----] 👇 $ASML - ASML Holding $NBIS - Nebius $IREN - IREN Ltd $SE - Sea Ltd $MELI - MercadoLibre $BABA - Alibaba $GRAB - GRAB $ADYEN - Adyen $KSPI - Kaspi $NU - Nu Holdings $SHOP - Shopify $WISE - Wise PLC $MNDY - Monday $TSM - Taiwan Semiconductor Manufacturing $ARM - Arm Holdings https://twitter.com/i/web/status/2005270766653448257 https://twitter.com/i/web/status/2005270766653448257"
X Link 2025-12-28T13:33Z 12.8K followers, 31.3K engagements
"JFrog $FROG +115% YTD JFrogs platform strategy is paying off. Customers above $100k ARR reached [----] with platform customers now driving 76% of cloud ARR. Multi-product usage continues to rise while non-GAAP operating margin expanded to 23%. Supply-chain security mandates and federal demand create durable tailwinds for binary and artifact management at scale. https://twitter.com/i/web/status/2006017980698861728 https://twitter.com/i/web/status/2006017980698861728"
X Link 2025-12-30T15:02Z 12.8K followers, [---] engagements
"AppLovin $APP +104% YTD AppLovin transformed into a cash machine. AXON [---] processes 1.4B daily auctions lifting software margins to 60% EBITDA. Q3 free cash flow reached $545M funding $500M in buybacks in one quarter. Platform now serves [--] of top [---] gaming studios as advertisers shift budgets toward superior LTV prediction. https://twitter.com/i/web/status/2006017998193381836 https://twitter.com/i/web/status/2006017998193381836"
X Link 2025-12-30T15:02Z 12.8K followers, [---] engagements
"Which stock is the most likely to 2x in [----] [--]. $NBIS at $85 [--]. $IREN at $38 [--]. $DUOL at $177 [--]. $PYPL at $59 [--]. $ZETA at $21 [--]. $TTD at $38 [--]. $DLO at $14 [--]. $ADBE at $352 [--]. $AMD at $215 [--]. $CRM at $266"
X Link 2026-01-01T11:56Z 12.8K followers, 161K engagements
"UBS Top [--] AI picks for 2026: $AMZN - Amazon $ANET - Arista Networks $CSCO - Cisco $SNOW - Snowflake $TXN - Texas Instruments Do you agree"
X Link 2026-01-02T11:00Z 12.8K followers, 14K engagements
"Broadcom $AVGO Broadcom sits at the center of hyperscaler AI capex valued for both infrastructure exposure and software stability. AI-related revenue reached $5.2B in the latest quarter supported by a backlog exceeding $110B. Custom silicon programs with Meta and OpenAI deepen switching costs while VMware contributes durable high-margin cash flow. BofA sees Broadcom capturing an outsized share of the $450B hyperscaler AI spend through [----]. https://twitter.com/i/web/status/2007059640413254016 https://twitter.com/i/web/status/2007059640413254016"
X Link 2026-01-02T12:01Z 12.8K followers, [----] engagements
"KLA Corp $KLAC KLA is positioned as the quiet monopoly behind AI complexity. As fabs move toward advanced packaging and sub-2nm nodes inspection intensity rises faster than wafer starts. BofA raised its target to $1450 modeling gross margins approaching 63% by [----]. Process control revenue is targeted to grow 70% across the cycle. Sovereign AI fabs must buy inspection tools regardless of yield reinforcing demand visibility. https://twitter.com/i/web/status/2007059657333096608 https://twitter.com/i/web/status/2007059657333096608"
X Link 2026-01-02T12:01Z 12.8K followers, [----] engagements
"Top [--] S&P [---] stocks that significantly outperformed the index in [----]. Constrained supply surging demand for AI infrastructure operational resets and sharp profitability inflection points drove extreme outcomes. 👇 $SNDK SanDisk +559% in [----] Pure-play NAND flash after the [----] spinoff became ground zero for the memory shortage. Enterprise SSD demand from AI data centers collided with structurally tight supply through [----]. Profitability snapped back fast. Q1 FY26 net income hit $112M after prior losses. https://twitter.com/i/web/status/2007089553451151819"
X Link 2026-01-02T14:00Z 12.8K followers, 10.3K engagements
"$FIX Comfort Systems +118% Data centers reshaped demand mix. Backlog jumped 65% to $9.38B offering multi-year visibility. Industrial customers now drive 65% of revenue insulating results from office real estate weakness. Complex high-margin infrastructure work replaced cyclical installs. https://twitter.com/i/web/status/2007089897820287380 https://twitter.com/i/web/status/2007089897820287380"
X Link 2026-01-02T14:01Z 12.8K followers, [---] engagements
"7) $CRM Salesforce Enterprise SaaS ecosystem moat. 4000+ AppExchange apps create partner lock-in. Multi-cloud adoption integrates customer data across workflows raising switching costs. Data network effects improve product design over time. Valuation reflects durability of enterprise dependency. https://twitter.com/i/web/status/2007429436568940761 https://twitter.com/i/web/status/2007429436568940761"
X Link 2026-01-03T12:30Z 12.8K followers, [----] engagements
"8) $BKNG Booking Holdings Two-sided travel marketplace with global scale. Controls 40% of online leisure travel bookings. Hotels list where travelers search. Travelers book where inventory is deepest. Mobile accounts for 50%+ of room nights lowering CAC as scale compounds"
X Link 2026-01-03T12:30Z 12.8K followers, [----] engagements
"10 fundamentally strong software stocks still down 50% from ATH: [--]. $ADBE Adobe -51% from ATH [--]. $MNDY Monday -58% [--]. $PYPL PayPal -81% [--]. $TTD The Trade Desk -73% [--]. $FIG Figma -69% [--]. $HUBS HubSpot -54% [--]. $DUOL Duolingo -67% [--]. $TEAM Atlassian -66% [--]. $S SentinelOne -81% [--]. $GTLB GitLab -71% Who could bounce back https://twitter.com/i/web/status/2007799665505513730 https://twitter.com/i/web/status/2007799665505513730"
X Link 2026-01-04T13:01Z 12.8K followers, 17.3K engagements
"Wedbush Top [--] AI picks for 2026: $PLTR Palantir $META Meta Platforms $NBIS Nebius Group $MU Micron $AVGO Broadcom $TSM Taiwan Semiconductor $NVDA Nvidia $IREN IREN Ltd $TSLA Tesla $GOOGL Google"
X Link 2026-01-05T10:59Z 12.8K followers, 26.1K engagements
"Top [--] high-risk high-reward stocks for [----] 👇 [--]. $CRWV CoreWeave [--]. $OKLO Oklo [--]. $SYM Symbotic [--]. $S SentinelOne [--]. $NBIS Nebius Group [--]. $IREN Iris Energy [--]. $NEE NextEra Energy [--]. $RKLB Rocket Lab [--]. $ASTS AST SpaceMobile [--]. $CRDO Credo Technology Execution risk is real but the upside comes from asymmetric outcomes. Which stocks would you add https://twitter.com/i/web/status/2008191268544025001 https://twitter.com/i/web/status/2008191268544025001"
X Link 2026-01-05T14:58Z 12.8K followers, 31.9K engagements
"$CRM Data Cloud and AI ARR surpassed $1B while Agentforce-specific ARR reached $100M early in the rollout. Large regulated deployments at Novartis and AstraZeneca validate production-grade use not experimentation. JP Morgan views AI agents as reinforcing Salesforces control over enterprise data increasing switching costs and preserving pricing power as customers standardize AI execution on top of the CRM stack. https://twitter.com/i/web/status/2008554992635179391 https://twitter.com/i/web/status/2008554992635179391"
X Link 2026-01-06T15:03Z 12.8K followers, [----] engagements
"$ANET Arista Networks JP Morgan argues hyperscaler capex fears are misplaced. Backlog is described as nuclear with Oracle a major contributor. AI networking revenue is expected to cross $1.5B in [----] driven by Ethernet-based back-end clusters. Cloud AI workloads are scaling faster than campus deployments and Arista keeps taking share from InfiniBand as customers standardize on open networking stacks. https://twitter.com/i/web/status/2008555009986986344 https://twitter.com/i/web/status/2008555009986986344"
X Link 2026-01-06T15:03Z 12.8K followers, [----] engagements
"6) $DASH DoorDash RBC maintains a Buy and $270 target citing DoorDashs dominance in local commerce. Marketplace GOV reached $25B while adjusted EBITDA jumped to $754M. Expansion into grocery and retail diversifies use cases and order frequency remains strong. Local logistics plus data-driven routing widen the moat. https://twitter.com/i/web/status/2008855487312519252 https://twitter.com/i/web/status/2008855487312519252"
X Link 2026-01-07T10:57Z 12.8K followers, [----] engagements
"From Seats to Software Labor: Why CRM Stocks Sold Off CRM and workflow software stocks sold off hard in [----]. $HUBS 46% $ASAN 41% $MNDY 39% $TEAM 39% $NOW 32%. Even category leaders felt it: $CRM 23% and $ADBE 23%. Only $SAP 4% showed defensive resilience while $MSFT +11% and $ORCL +18% diverged on AI-driven narratives. Demand held up cash flow remained solid yet valuations compressed as investors questioned the durability of growth models. The reset was not about execution misses. It was about structural doubt. AI reframed the CRM equation from adding seats to removing labor. Efficiency"
X Link 2026-01-07T12:01Z 12.8K followers, [----] engagements
"Some stocks have asymmetric upside over the next few years. High risk. High volatility. But this is where multibaggers usually come from 👇 $NBIS - Nebius $ZETA - Zeta Global $ALAB - Astera Labs $IREN - Iren Ltd $PGY - Pagaya Technologies $EOSE - Eos Energy $OKLO - Oklo Inc $S - SentinelOne $ASTS - AST SpaceMobile $MNDY - Monday Com This is not a list of safe stocks. Some will fail. https://twitter.com/i/web/status/2009247976028623181 https://twitter.com/i/web/status/2009247976028623181"
X Link 2026-01-08T12:57Z 12.8K followers, 13.5K engagements
"$CFLT SBC / Revenue: 34% Confluent benefits from Kafka ownership and strong Flink adoption yet cloud growth moderation limits operating leverage. Usage-based pricing caps upside during optimization cycles. SBC reflects ongoing platform investment but dilution risk rises as consumption volatility persists. https://twitter.com/i/web/status/2009974046398787973 https://twitter.com/i/web/status/2009974046398787973"
X Link 2026-01-10T13:02Z 12.8K followers, [---] engagements
"$DDOG SBC / Revenue 23% Datadog benefits from AI-native workloads and unified observability with AI customers now 12% of revenue. Optimization pressure from cost-conscious enterprises caps expansion. SBC at 23% is manageable only if AI-driven cohorts continue to scale faster than legacy usage. https://twitter.com/i/web/status/2009974165143728132 https://twitter.com/i/web/status/2009974165143728132"
X Link 2026-01-10T13:02Z 12.7K followers, [---] engagements
"$FRSH SBC / Revenue 23% Freshworks balances mid-market growth with a 21% non-GAAP operating margin. Freddy AI boosts efficiency but growth is slowing into the low teens. Elevated SBC reflects talent retention needs while SMB exposure increases churn sensitivity during downturns. https://twitter.com/i/web/status/2009974176942264669 https://twitter.com/i/web/status/2009974176942264669"
X Link 2026-01-10T13:02Z 12.8K followers, [---] engagements
"Top AI leaders. Fastest slowest NTM revenue growth 👇 $ALAB Astera Labs: +57% $NVDA NVIDIA: +50% $PLTR Palantir Technologies: +50% $TSM Taiwan Semiconductor Manufacturing: +34% $AVGO Broadcom: +30% $NOW ServiceNow: +24% $SNOW Snowflake: +24% $META Meta Platforms: +23% $ORCL Oracle: +19% $MSFT Microsoft: +18% $GOOGL Google: +16% https://twitter.com/i/web/status/2010386764658311526 https://twitter.com/i/web/status/2010386764658311526"
X Link 2026-01-11T16:22Z 12.8K followers, 25.7K engagements
"Samsung Electronics A real turnaround hinge. Samsung is the only IDM combining memory logic and packaging critical for HBM4 where the base die becomes custom logic. After months of delays Samsung passed Nvidia HBM3e qualification reopening access to the largest AI supply chain and breaking SK Hynix exclusivity. Execution not demand is the variable now. $STX Seagate Flash is uneconomic for exabyte archives. Seagate solved scale with HAMR. Shipped 1M+ Mozaic HAMR drives in a single quarter proving manufacturability where peers lag. 30TB shipping today path to 50TB unlocks materially lower"
X Link 2026-01-12T11:58Z 12.8K followers, [----] engagements
"$AMAT Applied Materials AI chips fail in packaging not lithography. Hybrid bonding replaces solder. Applied sells the full process recipe not just tools. Advanced packaging orders tied to HBM exceeded $1B and new bonding platforms deliver meaningful yield and throughput gains as HBM4 stacking complexity explodes. $LRCX Lam Research HBM requires drilling billions of TSVs. Lam owns deep silicon etch with near-monopoly share. Cryo-etch tools enable extreme aspect ratios demanded by 12- and 16-high stacks. Management flagged HBM and advanced packaging as fastest-growing segments with visibility"
X Link 2026-01-12T11:58Z 12.8K followers, [----] engagements
"$CAMT Camtek One bad die kills a $40k package. Camtek dominates 3D bump metrology used in HBM packaging and remains tool-of-record for major memory makers. Guidance leans into late-2026 as HBM4 capacity comes online extending a multi-year inspection upcycle. $ONTO Onto Innovation Finds defects others cant see. Dragonfly systems inspect buried flaws in interposers and glass substrates used for AI packaging. Qualified by major HBM customers and shipping at scale into CoWoS lines. Strong cash generation funds continued expansion as packaging intensity rises."
X Link 2026-01-12T11:58Z 12.8K followers, [----] engagements
"$FIVN 51% Five9 faces a structural pricing challenge. Revenue growth slowed to 8% weighed down by tough enterprise comparisons. Enterprise AI bookings grew strongly yet investor concern centers on AI agents reducing human seat counts. Hyperscaler competition and AI-native startups pressure the per-seat model before the pivot is complete. $DUOL 45% Duolingos drop reflects a monetization ceiling. Most of its 135M MAUs remain on free tiers. Experiments to restrict free usage risk damaging the viral growth loop. Despite strong bookings the stock fell post-earnings signaling expectations were"
X Link 2026-01-12T13:04Z 12.8K followers, [---] engagements
"This chart explains why some SaaS profits never seem to show up per share. Stock-based compensation is not free. When SBC grows faster than revenue shareholders pay the bill. Plotting SBC/Revenue vs NTM growth reveals a clear split. What stands out: High growth does not excuse high dilution. Several fast-growing names sit deep in the red zone where SBC exceeds free cash flow margins meaning economic value leaks through dilution. Green dots matter more than headlines. Companies with SBC below the sector median convert growth into per-share value not just headline revenue. The regression line"
X Link 2026-01-12T15:32Z 12.8K followers, [----] engagements
"Neo-Clouds in 2026: This is where the bottleneck moved. Heres the bull case by name 👇 $APLD Applied Digital +56% Applied Digital isnt selling GPUs. It sells energized certainty. Polaris Forge proves execution: the first 100MW liquid-cooled building fully energized moving the story from MOUs to certificates of occupancy. The real moat is leasing shells to AI landlords like CoreWeave avoiding GPU obsolescence while locking in $11B of contracted lease revenue over [--] years. Tenant fit-out revenue confirms hardware is already being installed. As additional 150MW blocks come online in 202627"
X Link 2026-01-13T11:59Z 12.8K followers, [----] engagements
"$IREN Iren Limited +33% IREN owns the full stack: power land cooling GPUs. No middleman margin. The 750MW Childress campus was designed from day one for liquid-cooled Blackwell racks not retrofitted later. The inflection is strategic not cyclical. A $9.7B Microsoft contract with prepayments funds expansion and anchors five years of cash flow. AI Cloud revenue is on track to overtake Bitcoin mining forcing a multiple reset from crypto proxy to sovereign AI infrastructure. https://twitter.com/i/web/status/2011045414385189348 https://twitter.com/i/web/status/2011045414385189348"
X Link 2026-01-13T11:59Z 12.8K followers, [---] engagements
"15 SaaS stocks with the highest SBC / Revenue ratios Dilution risk matters more than optics 👇 $AI C3ai: 92% $SNOW Snowflake: 34% $CFLT Confluent: 34% $PEGA Pegasystems: 32% $S SentinelOne: 30% $FROG JFrog: 30% $AMPL Amplitude: 28% $ASAN Asana: 27% $TEAM Atlassian: 25% $ZS Zscaler: 24% $RBRK Rubrik: 24% $CRWD CrowdStrike: 23% $DDOG Datadog: 23% $FRSH Freshworks: 23% $MDB MongoDB: 21% https://twitter.com/i/web/status/2011061694639009922 https://twitter.com/i/web/status/2011061694639009922"
X Link 2026-01-13T13:04Z 12.8K followers, [----] engagements
"AI Memory & Storage Companies. 👇 Memory (DRAM & NAND): $MU Micron $SNDK SanDisk $STX Seagate $WDC Western Digital HPSS (High-Performance Storage Systems): $PSTG Pure Storage $DELL Dell Technologies $NTAP NetApp Controllers & Connectivity: $MRVL Marvell $RMBS Rambus $ALAB Astera Labs $SIMO Silicon Motion Equipment (Packaging & Inspection): $AMAT Applied Materials $LRCX Lam Research $CAMT Camtek $ONTO Onto Innovation https://twitter.com/i/web/status/2011423320139612587 https://twitter.com/i/web/status/2011423320139612587"
X Link 2026-01-14T13:01Z 12.8K followers, 19.5K engagements
"SaaS stocks down more than 50% from their 52-week highs 👇 $FIG Figma 79% $DUOL Duolingo 72% $RPD Rapid7 69% $WIX Wix 68% $FIVN Five9 65% $HUBS HubSpot 65% $AI C3 ai 64% $TEAM Atlassian 64% $MNDY Monday 63% $ASAN Asana 55% $DV DoubleVerify 55% $GTLB GitLab 54% $BILL Bill Com 53% $BRZE Braze 52% $KVYO Klaviyo 52% Which one recovers first https://twitter.com/i/web/status/2012883093611561277 https://twitter.com/i/web/status/2012883093611561277"
X Link 2026-01-18T13:41Z 12.8K followers, [----] engagements
"$TTD The Trade Desk - Forward PE 18.0x"
X Link 2026-01-19T11:04Z 12.8K followers, [----] engagements
"Top [--] NASDAQ-100 stocks by [----] YTD performance Semiconductors are doing the heavy lifting. $LRCX Lam Research +30% $KLAC KLA +29% $WDC Western Digital +29% $INTC Intel +27% $AMAT Applied Materials +27% $MU Micron +27% $ASML ASML +27% $STX Seagate +18% $MCHP Microchip Technology +17% $MSTR MicroStrategy +14% Capital keeps flowing to infrastructure. https://twitter.com/i/web/status/2013249096556200026 https://twitter.com/i/web/status/2013249096556200026"
X Link 2026-01-19T13:56Z 12.8K followers, [----] engagements
"$AMAT Applied Materials Gate-All-Around and HBM capex converge on Applieds strongest tool categories. DRAM revenue outside China already inflecting. Equipment cycles last longer when technology shifts stack. Valuation near 18x forward earnings underestimates duration. $TSM TSMC Advanced packaging turns into a profit center. CoWoS capacity scaling faster than wafers changes margin structure. Long-term gross margin targets reset upward. Trades 1112x EV/S justified by monopoly economics at 3nm and below. https://twitter.com/i/web/status/2013265769304584466"
X Link 2026-01-19T15:02Z 12.8K followers, [----] engagements
"$NXPI NXP Semiconductors Auto stabilizes while portfolio tightens. MEMS divestment removes low-return capital networking acquisition raises content per vehicle. Margins held firm through the trough. Valuation near mid-teens earnings prices stagnation not normalization. $ADI Analog Devices Industrial plus data center connectivity re-accelerates quietly. Margin expansion signals pricing discipline not volume chasing. AI infrastructure pulls analog demand earlier than past cycles. Premium multiple near 22x forward earnings reflects execution not speculation."
X Link 2026-01-19T15:02Z 12.8K followers, [----] engagements
"Weakest NASDAQ-100 names crushed in [----] YTD 👇 $INTU - Intuit 18% $APP - AppLovin 16% $ADBE - Adobe 15% $WDAY - Workday 13% $CEG - Constellation Energy 13% $DDOG - Datadog 12% $ADSK - Autodesk 10% $ALNY - Alnylam Pharmaceuticals 10% $DASH - DoorDash 9% $CHTR - Charter Communications 9% $TMUS - T-Mobile 8% $INSM - Insmed 7% $QCOM - Qualcomm 7% $ROP - Roper Technologies 7% $TTWO - Take-Two Interactive 6% https://twitter.com/i/web/status/2013566439022555539 https://twitter.com/i/web/status/2013566439022555539"
X Link 2026-01-20T10:57Z 12.8K followers, [----] engagements
"High-growth stocks hit premarket. Risk reset or entry point 👇 $IREN Iren - 5.8% $APP AppLovin - 5.5% $NBIS Nebius - 5.3% $ALAB Astera Labs - 4.4% $RDDT Reddit - 4.3% $HOOD Robinhood - 3.9% $LMND Lemonade - 3.8% $RBLX Roblox - 3.7% $ZETA Zeta - 3.0% $PATH UiPath - 2.9% $PLTR Palantir - 2.5% $NVDA Nvidia - 2.4% Are you buying some https://twitter.com/i/web/status/2013611050739081289 https://twitter.com/i/web/status/2013611050739081289"
X Link 2026-01-20T13:54Z 12.8K followers, [----] engagements
"Yesterday was ugly across the market. 👇 $RBLX Roblox 9.7% $NBIS Nebius 8.7% $RKLB Rocket Lab 7.4% $IREN Iren 6.1% $CRWV CoreWeave 5.9% $NVDA Nvidia 4.4% $OSCR Oscar Health 3.8% $HOOD Robinhood 2.7% $SOFI SoFi 2.4% $RDDT Reddit 2.4%"
X Link 2026-01-21T12:38Z 12.8K followers, [----] engagements
"Are SaaS leaders overvalued Are expectations already stretched Forward P/E answers one part of the question. The risk is paying for perfection. $PLTR Forward P/E: [---] Palantir Technologies Bull case rests on AIP-driven commercial scale. US commercial revenue hit $397M in Q3 customer count reached [---] and GAAP operating margin printed 33%. https://twitter.com/i/web/status/2014352409095704596 https://twitter.com/i/web/status/2014352409095704596"
X Link 2026-01-22T15:00Z 12.8K followers, [----] engagements
"$CYBR Forward P/E: [--] CyberArk Subscription ARR surged 57% total ARR hit $1.34B and identity attacks keep board-level urgency high. Platform breadth continues expanding. Valuation prices identity as a perpetual priority. Budget fatigue or consolidation into larger vendors would hit the multiple first. CyberArk was acquired by Palo Alto Networks. $AXON Forward P/E: [--] Axon Enterprise Cloud and services revenue keeps scaling ARR reached $1.3B and long-term government contracts provide durability. Retention stays above 120%. Risk comes from mix. Hardware still carries lower margins and tariffs"
X Link 2026-01-22T15:00Z 12.8K followers, [---] engagements
"$TTAN Forward P/E: [--] ServiceTitan Subscription revenue remains sticky gross margin crossed 80% and non-GAAP profitability arrived. Vertical dominance is clear. Housing sensitivity matters. GAAP losses persist and construction cycles can quickly pressure transaction volumes. $AMPL Forward P/E: [--] Amplitude Enterprise customers expanded NRR recovered to 102% and multi-product adoption now drives most ARR. Platform breadth is improving. Growth near high-teens challenges valuation. Thin free cash flow leaves little cushion if churn rises. $MDB Forward P/E: [--] MongoDB Atlas reached 75% of revenue"
X Link 2026-01-22T15:00Z 12.8K followers, [---] engagements
"Top highest-growth stocks by [----] revenue growth estimates 👇 $NBIS Nebius +441% $CRWV CoreWeave +134% $IREN Iren +128% $MU Micron +98% $APLD Applied Digital +74% $CIFR Cipher Mining +55% $NVDA Nvidia +54% $RKLB Rocket Lab +46% $ALAB Astera Labs +45% $PLTR Palantir Technologies +41% $RDDT Reddit +39% $NU Nu Holdings +32% $ZETA Zeta +32% $SNDK Sandisk +31% $MELI MercadoLibre +29% Triple-digit growth lives in infrastructure and AI plumbing. https://twitter.com/i/web/status/2014728842993401944 https://twitter.com/i/web/status/2014728842993401944"
X Link 2026-01-23T15:56Z 12.8K followers, 52.2K engagements
"Neo-Clouds YTD performance $NBIS Nebius Group +13% $CIFR Cipher Mining +19% $WULF TeraWulf +23% $WYFI WhiteFiber +27% $CRWV CoreWeave +30% $IREN Iren +50% $APLD Applied Digital +54%"
X Link 2026-01-25T16:04Z 12.8K followers, [----] engagements
"Most expensive SaaS stocks by Forward P/E $PLTR Palantir Technologies Forward P/E [---] $NET Cloudflare Forward P/E [---] $SNOW Snowflake Forward P/E [---] $VRNS Varonis Systems Forward P/E [---] $FIG Figma Forward P/E [---] $CRWD CrowdStrike Forward P/E [---] $CYBR CyberArk Forward P/E [--] $AXON Axon Enterprise Forward P/E [--] $SHOP Shopify Forward P/E [--] $TTAN ServiceTitan Forward P/E [--] $AMPL Amplitude Forward P/E [--] $MDB MongoDB Forward P/E [--] $CFLT Confluent Forward P/E [--] $FROG JFrog Forward P/E [--] $IOT Samsara Forward P/E [--] High-quality businesses with very high expectations priced in."
X Link 2026-01-26T11:04Z 12.8K followers, 12.6K engagements
"Memory & Storage Stocks YTD Performance $SNDK Sandisk +100% YTD $MU Micron Technology +40% YTD $WDC Western Digital +37% YTD $CAMT Camtek +35% YTD $ONTO Onto Innovation +34% YTD $LRCX Lam Research +27% YTD $STX Seagate Technology +26% YTD $RMBS Rambus +25% YTD $AMAT Applied Materials +25% YTD $SIMO Silicon Motion +22% YTD $PSTG Pure Storage +4% YTD $ALAB Astera Labs +2% YTD $MRVL Marvell Technology -6% YTD $DELL Dell Technologies -8% YTD $NTAP NetApp -9% YTD Memory names are leading. Storage and OEMs lagging. https://twitter.com/i/web/status/2015770967998644340"
X Link 2026-01-26T12:57Z 12.8K followers, [----] engagements
"While SaaS ETF $WCLD is down -9.7% in [----] on AI fears several software names are moving the other way. 🧵 Execution margins and real AI monetization are separating winners from noise. $PLTR Palantir Technologies +145% (2025) AIP is moving from pilots into core enterprise workflows. Operating margins crossed 50% retention hit 134% and customer spend keeps expanding. Palantir now looks less like speculative AI and more like embedded decision infrastructure. https://twitter.com/i/web/status/2015802925042593809 https://twitter.com/i/web/status/2015802925042593809"
X Link 2026-01-26T15:04Z 12.7K followers, [----] engagements
"$FROG JFrog +115% (2025) JFrog is becoming core DevOps and AI supply-chain infrastructure. Cloud adoption accelerated $1M+ ARR customers grew fast and free cash flow scaled. Managing binaries and models in one platform is proving sticky at enterprise scale. $APP AppLovin +104% (2025) AXON automation continues to reset ad-tech economics. EBITDA margins expanded sharply profitability scaled faster than revenue and self-serve adoption unlocked a broader advertiser base. Performance software is replacing manual ad optimization. https://twitter.com/i/web/status/2015802944860598417"
X Link 2026-01-26T15:04Z 12.8K followers, [---] engagements
"$U Unity Software +84% (2025) Unitys reset is showing results. Free cash flow turned strongly positive ad tools improved monetization and cost discipline restored confidence. XR and immersive partnerships add optionality beyond the core gaming engine. $NET Cloudflare +78% (2025) Cloudflare is positioning as the real-time layer for AI inference. Large customer contracts expanded retention re-accelerated and free cash flow stayed positive. Low-latency global infrastructure fits decentralized AI workloads naturally. $MDB MongoDB +73% (2025) Atlas now dominates revenue mix and aligns well with"
X Link 2026-01-26T15:04Z 12.8K followers, [----] engagements
"$GOOGL Alphabet +66% (2025) Google Cloud margin expansion and a massive backlog changed the narrative. Search and YouTube remain cash engines funding AI capex while Gemini adoption adds long-term optionality without disrupting core profitability. $SHOP Shopify +56% (2025) Shopify is gaining share while keeping free cash flow margins double-digit. Enterprise adoption accelerated and merchant services outpaced platform growth. The model scales with merchants rather than relying on pure consumer demand. $DOCN DigitalOcean +44% (2025) DigitalOcean is becoming AI-focused SMB infrastructure. Larger"
X Link 2026-01-26T15:04Z 12.8K followers, [---] engagements
"@StockSavvyShay Long $NET - one of my larger positions"
X Link 2026-01-27T11:21Z 12.7K followers, [----] engagements
"Top [--] SaaS Companies by Estimated NTM Revenue Growth $PLTR Palantir Technologies +47% $CWAN Clearwater Analytics +42% $FIG Figma +33% $ZETA Zeta +30% $APP AppLovin +29% $NET Cloudflare +28% $AXON Axon +27% $SHOP Shopify +26% $DUOL Duolingo +25% $RBRK Rubrik +25% https://twitter.com/i/web/status/2016134862361788880 https://twitter.com/i/web/status/2016134862361788880"
X Link 2026-01-27T13:03Z 12.8K followers, [----] engagements
"$NOW Q4'25 Earnings Preview Consensus Estimates: Revenue $3527M (+19.3% YoY) EPS $0.89 (+21.3% YoY) If $NOW beat estimates by 1.6% (same as last quarter) Q4'25 Revenue Growth will be +21.2% YoY Management Guidance: Q4'25 $3420 - $3430M guide (+19.5% YoY) $12835 - $12845M FY guide (+20.6% YoY) raised by 0.39% https://twitter.com/i/web/status/2016466814725935435 https://twitter.com/i/web/status/2016466814725935435"
X Link 2026-01-28T11:02Z 12.7K followers, [----] engagements
"$META Q4'25 Earnings Preview Consensus Estimates: Revenue $58618M (+21.1% YoY) EPS $8.21 (+2.9% YoY) If $META beat estimates by 3.5% (same as last quarter) Q4'25 Revenue Growth will be +25.4% YoY Management Guidance: Q4'25 $56000 - $59000M guide (+18.8% YoY)"
X Link 2026-01-28T11:30Z 12.8K followers, 10.4K engagements
"$TXN Q425: Analog demand rebounds and cash flow strength stands out Texas Instruments closed Q425 with clear signs of a cyclical recovery gaining traction. Revenue reached $4.42B up 10% YoY with sequential momentum accelerating versus the prior quarter. The stock reacted positively as investors focused less on headline EPS and more on underlying operating signals. Margins remained structurally strong. Gross margin held at 56% and operating margin stayed near 34% reflecting the durability of TIs analog-heavy model even as pricing pressure persists. Free cash flow was the standout. Q4 FCF"
X Link 2026-01-28T11:44Z 12.8K followers, [----] engagements
"$SNOW Snowflake +24.7% est. NTM growth Snowflake is becoming an AI-native data execution layer. Cortex brings models to data avoiding costly egress and governance risk. Consumption pricing aligns spend with value creation while RPO backlog provides downside protection. Network effects strengthen as data sharing increases. $ORCL Oracle +23.7% est. NTM growth Oracles OCI strategy targets workloads hyperscalers struggle with. Sovereign and dedicated AI clouds create a moat. Massive contracted backlog reduces macro sensitivity. Bundling databases with infrastructure forces sticky migrations that"
X Link 2026-01-28T12:00Z 12.8K followers, [---] engagements
"$FICO Fair Isaac +22.4% est. NTM growth FICO benefits from regulatory lock-in and near-zero churn. Pricing power in scores acts like a royalty stream. Decisioning software expands workflows inside banks raising retention and margins. Cash flows compound predictably even when lending cycles soften. $CRWD CrowdStrike +22.1% est. NTM growth CrowdStrike consolidates security spend into one platform. Falcon Flex increases wallet share and lock-in. Identity and SIEM extend TAM. Threat data scale creates a feedback loop competitors struggle to replicate while cash generation remains strong. $DDOG"
X Link 2026-01-28T12:00Z 12.8K followers, [---] engagements
"IBM Q425: Margins expand sharply as the software mix keeps doing the heavy lifting $IBM closed Q4 with revenue of $19.7B up 12.2% YoY and the quality of growth stood out more than the headline number. Gross margin reached 61% up [---] bps YoY. Operating margin moved to 23% up [---] bps. EBITDA margin jumped to 30%. Cost discipline and mix shift are clearly showing up in the P&L. Software remains the core driver. Nearly 46% of revenue growing 14% YoY with segment gross margin still north of 80%. Infrastructure surprised on the upside with 20.6% growth powered by the z17 cycle and delivered a"
X Link 2026-01-29T14:03Z 12.7K followers, [----] engagements
"ServiceNow $NOW now has [---] customers with $5M+ ACV. Growth accelerated to +21.1% YoY and a record +50 customers were added in Q4"
X Link 2026-01-29T15:29Z 12.7K followers, [----] engagements
"Visa Q425: Revenue +15% YoY operating margin still 68% $V printed another clean quarter. Revenue reached $10.9B up 14.6% YoY with gross margin holding near 98%. Operating income grew 14% despite modest expense pressure and free cash flow expanded faster than earnings pushing FCF margin to 59%. Few global platforms convert growth into cash at this scale with this level of consistency. Growth quality matters here. Data Processing revenue accelerated to nearly 17% YoY as transaction counts rose close to 9%. Services and Value-Added Services continued to compound faster than the core network"
X Link 2026-01-30T11:01Z 12.7K followers, [----] engagements
"$AAPL Apple Revenue by Segment: iPhone $85269M rev (+23.3% YoY)🟢 Mac $8386M rev (-6.7% YoY)🔴 ➡iPad $8595M rev (+6.3% YoY)🟡 Wearables Home and Accessories $11493M rev (-2.2% YoY)🔴"
X Link 2026-01-30T11:58Z 12.8K followers, [----] engagements
"SaaS bloodbath. Dropped from 52-week highs: $FIG Figma -81% $DUOL Duolingo -74% $RPD Rapid7 -70% $HUBS HubSpot -68% $MNDY Monday com -66% $AI C3 ai -66% $FIVN Five9 -64% $WIX Wix com -64% $TEAM Atlassian -63% $ASAN Asana -58% $BILL Bill Holdings -57% $CVLT Commvault -56% $INTA Intapp -56% $KVYO Klaviyo -55% $BRZE Braze -54% Narrative shifted fast. Growth without pricing power or margins got repriced hard. https://twitter.com/i/web/status/2017229573256261850 https://twitter.com/i/web/status/2017229573256261850"
X Link 2026-01-30T13:33Z 12.8K followers, [----] engagements
"AI Memory Supercycle Is Rewriting Margins Across Storage and Semicap The latest earnings across memory storage and adjacent semicap confirm a structural shift. Margins are no longer hostage to consumer cycles. AI infrastructure is setting the clearing price. HBM is the anchor. Micron selling out HBM3E through [----] with gross margins pushing toward the high-60s is not a one-off quarter its a supply-constrained pricing regime. Inspection and process control names are seeing the same effect. Camtek and Onto are holding 50% gross margins because advanced packaging yield is no longer optional. HDD"
X Link 2026-01-30T13:58Z 12.8K followers, 11.8K engagements
"Top [--] Fastest Growing SaaS 👇 $PLTR Palantir +46.5% est. NTM growth $FIG Figma +32.6% $ZETA Zeta Global +29.6% $APP AppLovin +28.9% $NET Cloudflare +27.5% $AXON Axon Enterprise +27.2% $SHOP Shopify +26.0% $DUOL Duolingo +25.1% $RBRK Rubrik +24.9% $SNOW Snowflake +24.7% $ORCL Oracle +23.7% $KVYO Klaviyo +22.5% $FICO Fair Isaac +22.4% $CRWD CrowdStrike +22.1% $DDOG Datadog +21.7% https://twitter.com/i/web/status/2017252228898439635 https://twitter.com/i/web/status/2017252228898439635"
X Link 2026-01-30T15:03Z 12.8K followers, 19.4K engagements
"SaaS companies* are typically evaluated based on the Forward EV/Sales multiple relative to their projected NTM revenue growth. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future potential rather than just its current performance. Additionally understanding forward growth helps investors make informed decisions by comparing a companys projections with its industry peers and market expectations offering a clearer view of its growth trajectory. I also include data on Operating Margin in the chart as it"
X Link 2026-01-31T12:34Z 12.7K followers, 22.1K engagements
"Fastest growing SaaS companies This chart ranks SaaS companies by next-twelve-month revenue growth estimates showing how wide the growth dispersion remains across the sector. Highest projected growth names: $PLTR (47%) $CWAN (42%) $ZETA (31%) $APP (29%) $SHOP (29%) $NET (28%) $AXON (27%) $FIG (27%) $DUOL (26%) $RBRK (25%) https://twitter.com/i/web/status/2017606808316350690 https://twitter.com/i/web/status/2017606808316350690"
X Link 2026-01-31T14:32Z 12.7K followers, [----] engagements
"@tbtiang $NOW $MNDY $ZETA undervalued I think"
X Link 2026-01-31T16:08Z 12.7K followers, [---] engagements
"PSG offers a cleaner way to think about SaaS valuations Price-to-Sales alone misses context. PSG (EV/Sales NTM Revenue Growth) adjusts valuation for growth expectations. This chart ranks SaaS companies by PSG highlighting where the market may be paying too much or too little for growth. Key observations: PSG dispersion is wide (0.1 to 4.0) The market appears most comfortable around 0.30.6 PSG Above [---] valuation assumes sustained execution [---] PSG requires exceptional durability or narrative support Better positioned by PSG (growth relative to valuation): $MSFT (0.6) $GOOGL (0.6) $DDOG (0.6)"
X Link 2026-02-01T12:27Z 12.7K followers, [----] engagements
"SaaS Selloff: High Expectations Meet Slower Growth 🧵 YTD drawdowns across SaaS - reset driven by margin pressure AI disruption pricing model stress and weaker operating leverage. Below are company-specific fault lines the market is now pricing in. 👇 $BRZE (-37% YTD) Losses are widening not narrowing. GAAP net loss reached $35.8M in Q3 FY26 up sharply YoY driven by stock-based compensation and rising opex. EPS remains deeply negative at -$0.33. Insider selling has accelerated over the past quarter adding pressure to a valuation still pricing future operating leverage that has yet to"
X Link 2026-02-01T13:52Z 12.8K followers, [----] engagements
"$U (-34% YTD) Cost structure deterioration continues. Cloud hosting is now the second-largest expense compressing gross margins despite prior restructuring. Q4 guidance pointed to only mid-single-digit sequential revenue growth. IronSource integration has failed to offset weakness in mobile advertising leaving Unity exposed to both cyclical ad demand and structurally higher infrastructure costs. $CVLT (-32% YTD) Balance sheet risk is underappreciated. $878M in convertible notes limits flexibility in a higher-rate environment. Maintenance-heavy revenue mix persists despite platform messaging."
X Link 2026-02-01T13:52Z 12.8K followers, [----] engagements
"$KVYO (-30% YTD) NRR compression to 109% signals a weaker expansion profile. Customer mix is drifting toward smaller lower-commitment accounts with higher churn risk. Operating margin remains thin at 14.5% non-GAAP while CAC rises in a saturated SMS marketing market. Growth quality deterioration is the core issue not absolute growth levels. $HUBS (-29% YTD) Pricing power erosion is visible. NRR stuck near 103% confirms limited customer expansion. Aggressive SMB pricing moves lowered ASPs and increased volume dependency. Billings growth has stalled while ARR conversion timelines lengthen"
X Link 2026-02-01T13:52Z 12.8K followers, [----] engagements
"$GWRE (-28% YTD) Cloud migration remains margin-dilutive. Professional services continue to drag profitability while FY26 guidance implies modest expansion inconsistent with the multiple. Tier-1 insurer migrations are slow costly and capital intensive. ARR growth exists but the transition timeline exposes Guidewire to competitive risk from faster cloud-native peers. $TTAN (-26% YTD) Cash burn dominates the story. Nearly $300M in TTM net losses against $916M revenue highlights structural inefficiency. Reported improvement in quarterly losses masks a large accumulated deficit. Exposure to"
X Link 2026-02-01T13:52Z 12.8K followers, [---] engagements
"$TEAM (-26% YTD) Cloud momentum is fading. GAAP operating margin sits at -7% amid restructuring and SBC. Forward guidance implies continued deceleration. Seat-based pricing faces long-term pressure from AI-driven productivity gains reducing headcount expansion. Migration tailwinds are largely exhausted raising questions about the next durable growth lever. $PEGA (-26% YTD) Expense growth outpaced revenue by a wide margin in recent quarters. Operating costs rose 8.7% YoY while growth expectations fell into low single digits. Market confidence weakened after sharp post-earnings declines. AI"
X Link 2026-02-01T13:52Z 12.8K followers, [----] engagements
"$ASAN (-25% YTD) Loss trajectory worsened materially. Q3 FY26 net loss nearly doubled to $68.4M while revenue growth slipped into single digits. No credible profitability timeline exists. Work management tools increasingly behave like commodity features embedded in larger suites undermining Asanas standalone platform positioning. $INTU (-24% YTD) Guidance miss triggered a sentiment reset. EPS outlook fell short of consensus while AI investments pressured margins. Regulatory scrutiny around tax pricing adds risk to core cash flows. Credit Karma synergies are maturing limiting incremental"
X Link 2026-02-01T13:52Z 12.8K followers, [---] engagements
"Rule of [--] still explains a lot of SaaS dispersion The Rule of [--] (Revenue Growth + GAAP EBITDA margin) remains a useful way to compare software companies across size and maturity. This chart combines NTM revenue growth estimates with TTM GAAP EBITDA margins highlighting where growth and profitability are actually balanced. What stands out: Only a minority of SaaS companies clear the 40% threshold High growth alone is not enough margins matter more as scale increases Many mid-growth names fall into the execution-dependent middle zone The best performers show either strong margins strong"
X Link 2026-02-01T14:27Z 12.7K followers, 10.8K engagements
"MongoDB pushes deeper into production-grade AI and startup scale $MDB continues to position itself as infrastructure for the AI era not just a database. The company expanded MongoDB for Startups giving founders a production-ready data foundation from day one. Companies in the program now represent $200B+ in combined valuation signaling real scale not experiments. On the AI front MongoDB launched Voyage [--] embedding and reranking models directly integrated into the platform. Developers can now run production AI workloads with higher retrieval accuracy lower hallucination risk and no data"
X Link 2026-02-02T11:04Z 12.8K followers, [----] engagements
"SaaS Selloff - YTD drawdowns across SaaS 👇 $BRZE (Braze) 37% $U (Unity) 34% $CVLT (Commvault) 32% $KVYO (Klaviyo) 30% $HUBS (HubSpot) 29% $FIG (Figma) 29% $GWRE (Guidewire) 28% $TTAN (ServiceTitan) 26% $INTA (Intapp) 26% $TEAM (Atlassian) 26% $PEGA (Pegasystems) 26% $RBRK (Rubrik) 25% $ASAN (Asana) 25% $INTU (Intuit) 24% $NOW (ServiceNow) 23% https://twitter.com/i/web/status/2018286044438032535 https://twitter.com/i/web/status/2018286044438032535"
X Link 2026-02-02T11:31Z 12.8K followers, [----] engagements
"The Trade Desk launches OpenAds to reset programmatic transparency $TTD introduced OpenAds a high-integrity auction environment built to improve transparency signal quality and supply chain efficiency in programmatic advertising. Early publisher support is notable. Launch partners include AccuWeather BuzzFeed Guardian Hearst Magazines Hearst TV Newsweek People Inc. The Arena Group and Ziff Davis. Momentum points toward cleaner auction mechanics and reduced intermediary opacity. OpenAds gives advertisers clearer visibility into inventory quality audience reach and reseller activity. It builds"
X Link 2026-02-02T12:02Z 12.8K followers, [----] engagements
"Samsara proves AI dash cams deliver fast measurable ROI $IOT Samsara released independent research covering [---] U.S. public sector leaders managing 85000+ vehicles. Results show dash cam deployments generate measurable ROI within months through lower claims reduced insurance premiums faster investigations and avoided litigation. The payback is fast. 89% of agencies reached ROI within [--] months. 61% saw returns in [--] months. 68% fully recovered investment within [--] months. Among fast adopters 93% saved more than $100000. Risk reduction is a core driver. Dash cam footage enabled 91% of agencies"
X Link 2026-02-02T12:56Z 12.8K followers, [----] engagements
"$DDOG leads in observability and is successfully integrating AI. I like their bet on growth through heavy R&D investment and continuous platform expansion. $MELI in e-commerce is focused on selling quality products whereas Sea Limited has a lot of counterfeit products on its marketplace although $SE is a quite interesting stock. https://twitter.com/i/web/status/2018320955328897373 https://twitter.com/i/web/status/2018320955328897373"
X Link 2026-02-02T13:49Z 12.8K followers, [---] engagements
"Zscaler moves Zero Trust into the agentic AI era $ZS Zscaler is tightening its focus on AI-driven security with leadership and platform moves aimed at machine-speed threats. The company appointed Sunil Frida as Chief Marketing Officer to accelerate global expansion across Zero Trust and AI security. He brings 20+ years scaling high-growth SaaS and cybersecurity platforms with leadership experience at CrowdStrike AWS and GE. Zscaler also named Dr. Swamy Kocherlakota as EVP of Agentic AI Security Engineering. His mandate centers on securing autonomous AI agents operating as users and"
X Link 2026-02-02T13:56Z 12.8K followers, [----] engagements
"CrowdStrike accelerates toward AI-native identity-first security $CRWD CrowdStrike continues to expand its AI-native platform with a clear focus on cloud identity and agentic security. The company launched a 35-startup global accelerator backed by AWS and NVIDIA targeting cloud-first and identity-first innovation. The 8-week program culminates at RSA [----] reinforcing CrowdStrikes role as a platform shaping the next generation of security builders. Identity is moving to the center. CrowdStrike signed the acquisition of SGNL to deliver continuous real-time authorization for human non-human and"
X Link 2026-02-02T15:02Z 12.8K followers, [----] engagements
"Looking at SaaS valuations through a different lens This chart compares forward P/E with NTM revenue growth expectations. Instead of asking Is this multiple high it asks How much is the market paying for each unit of expected growth What stands out: There is a clear upward relationship between growth and P/E but dispersion is wide Several high-growth names trade far above the trend line implying strong confidence in durability Others sit below the line suggesting growth is priced more conservatively Forward P/E still embeds assumptions about margins cash flow timing and competitive risk"
X Link 2026-02-02T15:28Z 12.8K followers, [----] engagements
"$PYPL Q4'25 Earnings Preview Consensus Estimates: Revenue $8806M (+5.3% YoY) EPS $1.29 (+8.4% YoY) If $PYPL beat estimates by 2.4% (same as last quarter) Q4'25 Revenue Growth will be +7.8% YoY"
X Link 2026-02-03T10:10Z 12.8K followers, [----] engagements
"Snowflake expands from data platform to AI operating layer $SNOW Snowflake is accelerating its push beyond analytics into industry AI observability and real-time operations. The company launched Energy Solutions unifying IT OT and IoT data for power utilities and oil and gas. The platform supports predictive maintenance grid optimization and emissions reduction with adoption from ExxonMobil PG&E Siemens and Sunrun. Snowflake also introduced 30+ partner-built solutions running natively on the platform. Teams can execute geospatial analytics grid planning and asset intelligence without moving"
X Link 2026-02-03T11:03Z 12.8K followers, [----] engagements
"Palantir Q425: 70% Revenue Growth With Expanding Margins $PLTR closed Q4 with revenue of $1.407B up 70% YoY and 19% QoQ materially ahead of expectations. Full-year revenue reached $4.48B growing 56% YoY. Growth accelerated while profitability expanded an uncommon combination at this scale. Margins moved sharply higher. Gross margin reached 86.0% adjusted operating margin expanded to 54.9% (+19.5 pts YoY) and net margin climbed to 43.3%. Free cash flow remained strong at $2.27B for the year with $7.2B of cash on the balance sheet. The Rule of [--] hit [---] in Q4 signaling growth and profitability"
X Link 2026-02-03T11:32Z 12.8K followers, [----] engagements
"Cloudflare targets AI scale by breaking infrastructure and content bottlenecks $NET Cloudflare is framing AI success as an infrastructure problem not a tooling gap. The company released the [----] App Innovation Report highlighting a technical glass ceiling limiting AI impact. Organizations modernizing applications are [--] more likely to achieve AI ROI with 93% of leaders naming modern software as the primary driver of AI capability. Cloudflare is also moving to reshape the AI content economy. The acquisition of Human Native creates a marketplace for high-quality AI-ready content enabling"
X Link 2026-02-03T12:00Z 12.8K followers, [----] engagements
"PayPal Q425 Earnings: Is the Growth Story Breaking $PYPL PayPals Q425 report triggered a sharp market reaction with the stock falling roughly 15% after earnings. The headline numbers explain why. Revenue reached $8.7B growing modestly year over year but still missing expectations. Non-GAAP EPS also came in below consensus reinforcing concerns that topline growth is no longer translating into earnings leverage. At first glance operational activity looked healthy. Total payment volume rose 8.5% YoY indicating that PayPal remains deeply embedded in global digital commerce flows. U.S. revenue"
X Link 2026-02-03T12:55Z 12.8K followers, [----] engagements
"Semiconductors: How the Chip Industry Is Structured 👇 Design (software & IP): $NVDA (NVIDIA) GPUs / AI accelerators $AMD (Advanced Micro Devices) CPUs & GPUs $AVGO (Broadcom) networking ASICs $MRVL (Marvell) data center & networking $AAPL (Apple) custom SoCs $SNPS (Synopsys) EDA & IP $CDNS (Cadence) EDA & IP $ARM (Arm) CPU architecture & licensing Manufacturers: $TSM (TSMC) $INTC (Intel Foundry) $TXN (Texas Instruments) $ADI (Analog Devices) $MU (Micron Technology) Samsung Electronics Manufacturing equipment: $ASML (Lithography) $AMAT (Applied Materials deposition/etch) $LRCX (Lam Research"
X Link 2026-02-03T12:57Z 12.8K followers, [----] engagements
"@TacticzH $NOW and $AXON looks most interesting. 🧐"
X Link 2026-02-03T14:51Z 12.8K followers, [----] engagements
"Silicon Motion $SIMO Est. Rev Growth: +31% Silicon Motion is exiting commodity SSD cycles. A 6nm PCIe Gen5 controller launches into an AI PC refresh that prioritizes local inference speed. Gross margin trends toward 47% as OEM mix improves. Enterprise wins with four NAND suppliers unlock firmware-driven differentiation across AI data lake servers. Western Digital $WDC Est. Rev Growth: +30% Flash cannot store AIs raw data exhaust. Western Digital shipped [---] exabytes in Q2 up 22% YoY driven by 32TB UltraSMR adoption. Over 3.5M high-density drives went to hyperscalers. AI data lakes need cheap"
X Link 2026-02-03T14:57Z 12.8K followers, [----] engagements
"Lam Research $LRCX Est. Rev Growth: +22% Lam benefits from AI twice. HBM requires extreme high-aspect-ratio etch. 3D NAND pushes past [---] layers. Upgrade revenue surged 90% YoY as fabs modernize installed bases. AI storage density maps directly to Lams deposition and etch tool demand. Marvell Technology $MRVL Est. Rev Growth: +21% AI clusters outgrew copper. Optical interconnects became mandatory. Marvells 200G per lane DSPs ship at volume while photonic fabrics scale toward 1.6T. Dollar content per rack rises regardless of GPU vendor. Network physics create unavoidable demand. Dell"
X Link 2026-02-03T14:57Z 12.8K followers, [---] engagements
"AMD Q425: $10.3B revenue operating leverage finally showing up $AMD closed Q425 with revenue of $10.27B up 34% YoY and well ahead of expectations. Growth was broad but quality improved alongside scale. Margins tell the real story. Gross margin reached 54% expanding [--] bps YoY despite heavy AI mix. Operating margin climbed to 17% up [---] bps YoY as revenue growth outpaced OpEx. Free cash flow hit $1.9B with a 19% margin reinforcing that profitability is no longer back-end loaded. Data center remains the engine with segment EBIT margins north of 32% and rising. Growth dynamics look durable. Data"
X Link 2026-02-04T03:42Z 12.8K followers, [----] engagements
"Great companies trading at 52-week lows. $AXON Axon Enterprise $PANW Palo Alto Networks $INTU Intuit $FICO Fair Isaac Corporation $NOW ServiceNow $TTD The Trade Desk $CRM Salesforce $TEAM Atlassian Are you buying any"
X Link 2026-02-04T10:57Z 12.8K followers, [----] engagements
"$GOOGL Q4'25 Earnings Preview Consensus Estimates: Revenue $111477M (+15.6% YoY) EPS $2.62 (+21.9% YoY) If $GOOGL beat estimates by 2.4% (same as last quarter) Q4'25 Revenue Growth will be +18.3% YoY"
X Link 2026-02-04T12:00Z 12.8K followers, [----] engagements
"Atlassian $TEAM Q4'25 Earnings Preview Consensus Estimates: Revenue $1540M (+19.8% YoY) EPS $1.15 (+19.8% YoY) If $TEAM beat estimates by 2.3% (same as last quarter) Q4'25 Revenue Growth will be +22.6% YoY Management Guidance: Q4'25 $1535 - $1543M guide (+19.7% YoY)"
X Link 2026-02-04T12:58Z 12.8K followers, [----] engagements
"Is SaaS really burning profits just to stay competitive while AI economics accrue to hardware like $NVDA and $SNDK Investors fear a prolonged decline in SaaS margins. Several SaaS leaders expanded gross margins last quarter QoQ 👇 $ZS 79.2% 79.9% $TEAM 85.3% 86.2% $PLTR 83.8% 85.9% $MDB 73.8% 74.2% $DDOG 80.9% 81.1% $CRWD 77.6% 78.4% $RBRK 81.5% 86.1% *Non-GAAP GM. https://twitter.com/i/web/status/2019048379033235798 https://twitter.com/i/web/status/2019048379033235798"
X Link 2026-02-04T14:00Z 12.7K followers, [----] engagements
"Uber Q425: margins expand growth holds GAAP tells a different story $UBER closed Q4 with revenue of $14.37B up 20% YoY and operating leverage finally showing up in a clean way. Gross margin moved to 34% operating margin reached 12% and EBITDA margin expanded to 14%. Cost discipline is visible across the P&L with SG&A down to 15% of revenue and R&D intensity continuing to trend lower. Growth remains broad-based. Mobility revenue grew 19% YoY Delivery nearly 30% while total gross bookings rose 22.5%. Trips accelerated faster than users a sign of improving engagement rather than one-off demand."
X Link 2026-02-04T15:05Z 12.8K followers, [----] engagements
"$ARM Q425: 26% Revenue Growth but Margins Blink Arm delivered another strong top-line quarter. Revenue reached $1.24B up 26% YoY beating expectations. Royalty revenue grew 27% and licensing grew 25% confirming continued demand across AI data center and premium silicon. Gross margin held at an extraordinary 98% even ticking up year over year. On the surface the business engine still looks intact. Growth quality remains solid. Royalty momentum reflects higher-value designs and rising Arm content per chip not just unit growth. ACV rose nearly 28% YoY signaling durable contract strength. Data"
X Link 2026-02-05T03:52Z 12.8K followers, [----] engagements
"$SNAP Q425: Profits finally show up margins do the heavy lifting Snap closed Q4 with revenue of $1.72B up 10% YoY but the real story sits below the top line. Gross margin expanded to 59% up [---] bps YoY driven by infrastructure discipline and a better ad mix. Operating margin reached 3% up [---] bps YoY. Net income came in positive at $45M a material shift from prior years of break-even narratives. Cost structure is tightening in visible ways. SG&A fell to 29% of revenue down [---] bps YoY while R&D stayed elevated at 28% signaling prioritization of efficiency without starving product development."
X Link 2026-02-05T11:29Z 12.8K followers, [----] engagements
"$QCOM earnings: record quarter margins sliding guidance breaks confidence Revenue hit $12.25B ahead of estimates. Adjusted EPS came in strong at $3.50. On the surface results look solid. Underneath margin pressure is doing real damage. Gross margin slipped to 55% down [---] bps YoY. Operating margin fell to 27% a [---] bps contraction. Net margin followed the same path. Costs are not exploding but R&D and SG&A are creeping higher as a share of revenue while gross profit growth lags sales growth. Buybacks masked part of the EPS decline with shares down 3.8% YoY but operating leverage clearly moved"
X Link 2026-02-05T12:00Z 12.8K followers, [----] engagements
"$AMZN Q4'25 Earnings Preview Consensus Estimates: Revenue $212B (+12.8% YoY) EPS $1.96 (+5.4% YoY) If $AMZN beat estimates by 1.2% (same as last quarter) Q4'25 Revenue Growth will be +14.1% YoY Management Guidance: Q4'25 $206 - $213B guide (+11.6% YoY)"
X Link 2026-02-05T12:29Z 12.8K followers, [----] engagements
"Software stocks have been hit hard over the past month 👇 $INTU (Intuit) 30% $RBRK (Rubrik) 29% $NOW (ServiceNow) 25% $ORCL (Oracle) 24% $PATH (UiPath) 23% $CRM (Salesforce) 22% $ZETA (Zeta Global) 20% $PLTR (Palantir) 19% $ADBE (Adobe) 16% $SNPS (Synopsys) 15% https://twitter.com/i/web/status/2019417787937222884 https://twitter.com/i/web/status/2019417787937222884"
X Link 2026-02-05T14:28Z 12.8K followers, [----] engagements
"Google Cloud proves AI growth can scale profitably Segment snapshot from Q4 FY2025: $GOOGL Cloud revenue reached $17.7B (+47.8% YoY) with 30.1% operating margin now 15.5% of total revenue. Growth is accelerating and profitability is scaling. Search remained the core engine at $63.1B (+16.7% YoY) accounting for 55.4% of revenue while total Google advertising rose 13.6% YoY to $82.3B. YouTube ads delivered $11.4B (+8.7% YoY) subscriptions grew 16.7% YoY to $13.6B and Google Services reached $95.9B (+14.0% YoY) with 41.9% operating margin. Other Bets declined to $370M (-7.5% YoY) and remain"
X Link 2026-02-05T14:56Z 12.8K followers, [---] engagements
"AI DATA CENTER STACK 🧵 Compute is shifting from CPUs to accelerators. A $1T installed-base replacement is underway. Every $1 spent on GPUs pulls $5 into networking memory power and cooling. AI is a systems build not a chip cycle. Training grabs headlines. Inference becomes the real cost center. Power is the choke point. Data centers go up in [--] months. If AI monetization slips hyperscalers pause CapEx immediately. Hardware cycles always digest. Below are the key data-center playersby layer 👇 https://twitter.com/i/web/status/2019441157672169490"
X Link 2026-02-05T16:01Z 12.8K followers, [----] engagements
"MEMORY & STORAGE $MU Power-efficient HBM matters more than peak bandwidth. Lower watts per bit = higher rack density. Sovereign supply adds strategic value beyond pricing cycles. SK Hynix HBM king. Packaging integration with logic is the real edge. Controls the memory closest to the GPU. Pure exposure to AI training intensity. Samsung Swing producer. Scale solves shortages once yields stabilize. Only player spanning memory + foundry + packaging. Catches up fast or resets pricing across the market. $WDC Data lake owner. Cold storage feeds training pipelines before data hits HBM. HDD density"
X Link 2026-02-05T16:01Z 12.8K followers, [---] engagements
"$PSTG Inference storage winner. DirectFlash manages raw NAND more efficiently than commodity SSDs. Energy efficiency becomes the moat as power caps hit. Subscription model smooths cycles. $NTAP Data gravity solver. ONTAP moves datasets across on-prem and cloud without refactoring. RAG workloads pull value from file systems not flash speed alone. https://twitter.com/i/web/status/2019441232964120786 https://twitter.com/i/web/status/2019441232964120786"
X Link 2026-02-05T16:01Z 12.8K followers, [---] engagements
"NETWORKING & CONNECTIVITY $ANET Ethernet wins AI. Single OS controls thousands of switches with deterministic behavior. Preferred in backend training fabrics once clusters exceed human-scale management. $CSCO Installed base monetization. Silicon One sells inside competitors boxes. Optics exposure hedges slower switching growth. Lower beta wider net. $CRDO Rack-density enabler. AECs replace thick copper where optics are overkill. Better airflow. Lower power. Higher packing density. Small component outsized impact. https://twitter.com/i/web/status/2019441251691749581"
X Link 2026-02-05T16:01Z 12.8K followers, [---] engagements
"POWER & COOLING $VRT Rack survival layer. Liquid-to-chip cooling turns 100kW racks from impossible to standard. Co-designed systems lock Vertiv into next-gen GPU platforms. $ETN Grid-to-rack monopoly. Switchgear transformers backup powerunskippable infrastructure. AI scales only as fast as electrons arrive. $MOD Facility-level cooling play. Retrofits old data centers for new thermal realities. Immersion and hybrid systems expand usable square footage globally. https://twitter.com/i/web/status/2019441270356431272 https://twitter.com/i/web/status/2019441270356431272"
X Link 2026-02-05T16:01Z 12.8K followers, [----] engagements
"Reddit Q425: 70% Revenue Growth Meets Operating Leverage $RDDT closed Q425 with revenue of $726M up nearly 70% YoY and ahead of expectations. More important than the top line was how efficiently growth translated into profit. Operating margin reached 32% up almost [--] percentage points YoY. Net margin expanded to 35%. Free cash flow margin hit 36%. Gross margin stayed above 90% for the sixth straight quarter. The cost structure is clearly scaling. R&D as a percentage of revenue dropped materially while SG&A remained disciplined even as revenue accelerated. Growth quality also stood out."
X Link 2026-02-06T03:53Z 12.8K followers, [----] engagements
"Amazon Q4: $213.4B Revenue AWS +24% Margins Hold Under Heavy Investment $AMZN closed Q4 with $213.4B in revenue up +13.6% YoY ahead of expectations. Growth came from multiple engines working at once: faster retail cycles sustained Prime engagement and a clear re-acceleration in AWS. Operating margin improved to 11.7% up +0.4 ppts YoY showing operating leverage is still present even at this scale. AWS stood out. Revenue grew +23.6% YoY to $35.6B pushing the annualized run rate to $142B. Backlog reached $244B up +40% YoY supported by long-duration AI and core cloud commitments. Custom silicon"
X Link 2026-02-06T11:03Z 12.8K followers, [----] engagements
"Atlassian Q4 FY25: Cloud passes $1B margins expand but Data Center clouds the narrative $TEAM delivered a strong quarter with revenue of $1.59B (+23% YoY) well ahead of expectations. The most important signal sits beneath the headline: Cloud crossed $1.07B in quarterly revenue (+26% YoY) confirming Atlassians transition into a scaled cloud platform rather than a migration story. Profitability moved the right way. Gross margin expanded to 87.5% and operating margin improved to 27.1% even with higher AI investment. RPO climbed to $3.8B (+44% YoY) for the third consecutive quarter of"
X Link 2026-02-06T12:03Z 12.8K followers, [----] engagements
"$META [----] CAPEX guided at $115B$135B up 78% YoY. Spending is focused on data centers networking and diversified silicon across NVIDIA AMD and MTIA. Q4 alone hit $22.1B. Key detail often missed: compute efficiency. Meta cited nearly 3x performance gains in Andromeda workloads. Operating cash flow funds most of the build. Higher depreciation near term but unit economics improve as utilization scales across ads Reels ranking and AI inference"
X Link 2026-02-06T14:56Z 12.8K followers, [---] engagements
"$MSFT [----] CAPEX estimated near $117B +41% YoY. Roughly two-thirds goes into short-lived assets like GPUs and CPUs not concrete. Nearly 1GW of capacity added in a single quarter. Free cash flow softness reflects timing not demand. Much of AI infrastructure is already contracted. CFO messaging is clear: margins expand as assets age and utilization rises. Azure-linked infrastructure has a predictable lifecycle not a science project. https://twitter.com/i/web/status/2019787215484998109 https://twitter.com/i/web/status/2019787215484998109"
X Link 2026-02-06T14:56Z 12.8K followers, [---] engagements
"The cleanest way to see how the market prices SaaS risk right now Forward EV/Sales vs NTM revenue growth tells a sharper story than headlines. Add GAAP operating margin and the markets preferences become obvious fast. High growth alone no longer earns a premium. Profitability decides who gets rewarded. Heres what stands out from the chart: The regression line is doing the heavy lifting. Most SaaS names still cluster tightly around it meaning valuation is broadly consistent with forward growth expectations. True outliers are rare and when they appear margins explain most of the gap. Green dots"
X Link 2026-02-07T12:32Z 12.8K followers, 12.4K engagements
"Hyperscalers just showed cloud growth is re-accelerating 🧵 As AI moves into production infrastructure advantages matter more than narratives. Backlogs are rising custom silicon is scaling and capacity is being rationed. This phase favors platforms with balance sheets and engineering depth. $GOOGL $AMZN $MSFT whos winning and why 👇"
X Link 2026-02-07T15:29Z 12.8K followers, [----] engagements
"$GOOGL Google Cloud Revenue hit $17.7B up 48% YoY with operating margin expanding to 30%. One of the strongest growth + margin combos across hyperscalers. Momentum is coming from vertically integrated AI infrastructure: TPUs NVIDIA GPUs and Gemini platforms working as a single stack. Customer behavior is shifting fast. New customer acquisition doubled $1B+ contracts in [----] exceeded the prior three years combined and AI users now consume 1.8x more services. Backlog surged to $240B. Main risk isnt demand. Its supply. https://twitter.com/i/web/status/2020157887906197965"
X Link 2026-02-07T15:29Z 12.8K followers, [---] engagements
"SaaS valuations are near cycle lows while growth expectations are rising The historical median EV/Sales for SaaS just hit 4.5x. One of the lowest levels on record. At the same time analyst-estimated NTM revenue growth sits around 13.5% YoY and has been trending higher since June [----]. Valuations usually compress when growth expectations fall. This time the opposite is happening. Multiples are resetting lower while forward growth estimates quietly move up. The dataset includes [--] public subscription-based software companies and includes historical data from firms that are no longer public."
X Link 2026-02-08T12:26Z 12.8K followers, 16.5K engagements
"SaaS valuations look very different when viewed through forward P/E vs growth Most investors anchor on EV/Sales. Forward P/E relative to NTM revenue growth tells a tougher more revealing story. It forces one question: how much is the market paying for each incremental unit of expected growth First the trendline matters. There is a positive relationship between growth and forward P/E but dispersion around it is wide. At the top $NET trades at one of the highest forward P/E ratios relative to growth. The market is clearly pricing long-term operating leverage well ahead of near-term earnings."
X Link 2026-02-08T14:30Z 12.8K followers, [----] engagements
"$MNDY Q4'25 Earnings Preview Consensus Estimates: Revenue $329M (+22.8% YoY) EPS $0.92 (-14.8% YoY) If $MNDY beat estimates by 1.5% (same as last quarter) Q4'25 Revenue Growth will be +24.7% YoY Management Guidance: Q4'25 $328 - $330M guide (+22.8% YoY) $1226 - $1228M FY guide (+26.2% YoY) https://twitter.com/i/web/status/2020791547361689753 https://twitter.com/i/web/status/2020791547361689753"
X Link 2026-02-09T09:27Z 12.8K followers, [----] engagements
"$MNDY Q4'25 Results: $333.9M rev (+24.6% YoY +5.4% QoQ) beat est by 1.4% GM* (89.5% +0.3 PPs YoY) Operating Margin* (12.5% [----] PPs YoY)🟡 FCF Margin (17.0% [-----] PPs YoY)🟡 Net Margin (23.0% +14.4 PPs YoY)🟢 EPS* $1.04 beat est by 13.0% *non-GAAP Net dollar retention rate NDR 110% (111% LQ) NDR 10+ users 114% (115% LQ) NDR $50k+ ARR 116% (117% LQ) NDR $100k+ ARR 116% (117% LQ) Customers ➡4281 $50k+ customers (+33.7% YoY +288) [----] $100k+ customers (+45.5% YoY +153)🟢 ➡87 $500k+ customers (+74.0% YoY +9) Key Metrics RPO $839.00M (+36.6% YoY)🟢 ➡Billings $337M (+19.1% YoY)🟡 New Products % in"
X Link 2026-02-09T12:20Z 12.8K followers, [----] engagements
"HubSpot $HUBS Q4'25 Earnings Preview Consensus Estimates: Revenue $829M (+17.9% YoY) EPS $2.99 (+28.9% YoY) If $HUBS beat estimates by 3.0% (same as last quarter) Q4'25 Revenue Growth will be +21.5% YoY Management Guidance: Q4'25 $828 - $830M guide (+17.9% YoY) $3113 - $3115M FY guide (+18.5% YoY) raised by 0.87% https://twitter.com/i/web/status/2020838110486200591 https://twitter.com/i/web/status/2020838110486200591"
X Link 2026-02-09T12:32Z 12.8K followers, [----] engagements
"$MNDY Net Dollar Retention softened QoQ across cohorts Overall NDR declined to 110% from 111% QoQ NDR for 10+ user accounts eased to 114% from 115% NDR for $50k+ ARR customers fell to 116% from 117% NDR for $100k+ ARR customers also declined to 116% from 117%"
X Link 2026-02-09T12:37Z 12.8K followers, [----] engagements
"What price are investors paying for growth 🧵 Magnificent [--] Forward P/E vs NTM revenue growth exposes expectations not stories. Same market. Same macro. Very different bets on certainty duration and execution. $AAPL $TSLA $AMZN $MSFT $GOOGL $META 👇"
X Link 2026-02-09T14:00Z 12.8K followers, [----] engagements
"$AAPL 30.6x FWD P/E 8.1% est growth Apple trades like a bond with innovation optionality. Supply constraints at advanced nodes and rising memory prices cap near-term upside not demand. Channel inventory stayed lean despite strong sell-through. Guidance already embeds margin pressure while opex remains controlled. Valuation reflects confidence in execution services stability and pipeline discipline rather than acceleration"
X Link 2026-02-09T14:00Z 12.8K followers, [---] engagements
"$TSLA 237x FWD P/E 8.9% est growth Tesla is priced for a business that does not yet dominate reported results. Near-term pressure from FSD transition tariffs and cost structure is real. Capital intensity is rising as autonomy robotics and AI infrastructure move center stage. Valuation discounts vehicles and prices optionality in labor energy and autonomy. Timing risk dominates. https://twitter.com/i/web/status/2020860343690703306 https://twitter.com/i/web/status/2020860343690703306"
X Link 2026-02-09T14:00Z 12.8K followers, [---] engagements
"$AMZN 27.1x FWD P/E 12.2% est growth Amazons multiple reflects reinvestment not stagnation. AWS growth is capped by AI capacity not demand. Margins face pressure from infrastructure depreciation Leo expensing and rapid-commerce rollout. Custom silicon and automation improve long-run economics. Market pays for scale and endurance while accepting near-term noise"
X Link 2026-02-09T14:00Z 12.8K followers, [---] engagements
"$MSFT 20.2x FWD P/E 15.0% est growth Microsoft trades at a discount to peers despite supply-constrained Azure demand. Nearly 1GW of capacity added in a single quarter signals execution muscle. Memory costs and mix weigh short term but margin structure remains intact. Valuation prices reliability and portfolio breadth not peak AI enthusiasm. https://twitter.com/i/web/status/2020860381623918651 https://twitter.com/i/web/status/2020860381623918651"
X Link 2026-02-09T14:00Z 12.8K followers, [---] engagements
"$GOOGL 26.5x FWD P/E 16.3% est growth Alphabet is priced for patience. Compute power and data center timelines limit near-term scaling. Depreciation and energy costs pressure margins partially offset by efficiency programs. Backdrop favors long-duration assets. Valuation reflects belief in AI monetization at scale rather than immediate operating leverage. https://twitter.com/i/web/status/2020860400720572533 https://twitter.com/i/web/status/2020860400720572533"
X Link 2026-02-09T14:00Z 12.8K followers, [--] engagements
"$META 21.6x FWD P/E 24.4% est growth Metas multiple reset after margin discipline returned. Regulatory risk in the EU and U.S. remains a real overhang with key trials ahead. Compute capacity constrains growth into [----]. AI-driven ad efficiency and internal productivity drive absolute operating income expansion. Market prices execution with visible risk. https://twitter.com/i/web/status/2020860419779543507 https://twitter.com/i/web/status/2020860419779543507"
X Link 2026-02-09T14:00Z 12.8K followers, [---] engagements
"$NVDA 22.8x FWD P/E 62.1% est growth NVIDIA stands alone. Forward multiple sits below growth expectations despite record margins and visibility. Blackwell now dominates revenue. Multi-year supply commitments are backed by cash flow suppliers can rely on. Next platforms are already sampling. Valuation reflects duration risk more than demand risk. https://twitter.com/i/web/status/2020860439849263175 https://twitter.com/i/web/status/2020860439849263175"
X Link 2026-02-09T14:00Z 12.8K followers, [---] engagements
"Portfolio changes: ❌ Close $MNDY Add $SHOP $APP $AXON $NOW More detailed information on portfolio changes can be found here: https://savvytrader.com/SergeyCYW/growth-portfolio https://savvytrader.com/SergeyCYW/growth-portfolio"
X Link 2026-02-09T14:52Z 12.8K followers, [---] engagements
"$DDOG Q4'25 Earnings Preview Consensus Estimates: Revenue $915M (+24.0% YoY) EPS $0.55 (-8.3% YoY) If $DDOG beat estimates by 4.2% (same as last quarter) Q4'25 Revenue Growth will be +29.3% YoY Management Guidance: Q4'25 $912 - $916M guide (+23.9% YoY) $3386 - $3390M FY guide (+26.2% YoY) raised by 2.05% https://twitter.com/i/web/status/2020890702792757522 https://twitter.com/i/web/status/2020890702792757522"
X Link 2026-02-09T16:01Z 12.8K followers, [----] engagements
"Hardware winners of the $600B+ hyperscaler CAPEX wave 🧵 Meta Microsoft Google and Amazon are prioritizing compute power and networking control into [----]. 75% of spend is AI infrastructure. Price sensitivity is low. Supply is tight. This is a vendor-selection cycle not a pricing cycle. Heres who benefits most and why. 👇 https://twitter.com/i/web/status/2021177091665035510 https://twitter.com/i/web/status/2021177091665035510"
X Link 2026-02-10T10:59Z 12.8K followers, 22.6K engagements
"$SNDK +147.5% est rev growth Freshly spun from WDC SanDisk is a pure-play on enterprise SSDs. AI clusters are shifting bottlenecks from GPUs to I/O. Hyperscalers are refreshing storage tiers to keep HBM-fed systems busy. NAND pricing power is back post-cycle trough and supply remains tight. Focused structure lets margins surface that were buried inside a conglomerate. SK Hynix +117.1% est rev growth HBM gatekeeper. HBM4 entered mass production months ahead of peers. [----] capacity fully booked under binding contracts locking revenue visibility regardless of macro noise. Yield maturity is"
X Link 2026-02-10T10:59Z 12.8K followers, [----] engagements
"$CRDO +86.0% est rev growth Credo monetizes the physical limits of copper. Standard cables fail at 800G and 1.6T without active signal processing. Fiscal Q2 revenue jumped 273% YoY turning losses into $82.6M net income. As clusters scale to hundreds of thousands of nodes AEC attach rates compound. Every new gigabit pays a toll. $NVDA +62.1% est rev growth Blackwell converted hyperscaler spend into cash immediately. Q4 Blackwell revenue hit $11B doubling early expectations. Data center revenue reached $39.3B. Supply-constrained positioning channels incremental CAPEX straight into revenue."
X Link 2026-02-10T10:59Z 12.8K followers, [----] engagements
"$AVGO +51.3% est rev growth Broadcom enables hyperscalers to bypass GPU vendor lock-in with custom XPUs. AI revenue jumped 74% YoY to $6.5B. A confirmed $10B order from a new customer lifted [----] outlook. Ethernet switching plus custom silicon hedges both proprietary and open AI stacks. $SIMO +43.1% est rev growth Controller tax on every flash upgrade. Q4 revenue rose 46% YoY as enterprises adopted PCIe [---] SSDs for AI data lakes. Mobile edge adds leverage as AI smartphones require denser local storage. SIMO gets paid regardless of who manufactures the NAND. $AMD +33.4% est rev growth"
X Link 2026-02-10T10:59Z 12.8K followers, [---] engagements
"$SPOT Q425: Operating leverage shows up margins expand stock reacts +15% Spotify delivered a quarter where profitability not just scale drove the story. Revenue reached 4.53B up 6.8% YoY modest on the surface but paired with much stronger margin dynamics underneath. Gross margin improved to 33% up [--] bps YoY. More important cost discipline showed through. SG&A and R&D both declined as a percentage of revenue allowing operating income to jump nearly 35% YoY. Operating margin expanded to 15% while EBITDA margin moved to 16%. Net income surged over 200% YoY supported by operating leverage and"
X Link 2026-02-10T11:56Z 12.8K followers, [----] engagements
"Datadog $DDOG Q4'25 Results: $953.2M rev (+29.2% YoY +7.6% QoQ) beat est by 4.2% GM* (81.4% [----] PPs YoY)🟡 Operating Margin* (24.1% [----] PPs YoY)🟡 FCF Margin (30.5% [----] PPs YoY)🟡 Net Margin (4.9% [----] PPs YoY)🟡 EPS* $0.73 beat est by 32.7%🟢 *non-GAAP Key Metrics ➡DBNR 120% (120% LQ) ➡Billings $1135M (+25.0% YoY)🟡 Customers ➡32700 customers (+9.0% YoY +700) [----] $100k+ customers (+19.4% YoY +250)🟢 [---] $1M+ customers (+30.5% YoY +141)🟢 Platform Adoption ➡% of customers using 2+ products (84% 84% LQ) % of customers using 4+ products (55% 54% LQ) % of customers using 6+ products (33% 31%"
X Link 2026-02-10T12:15Z 12.8K followers, [----] engagements
"@StockSavvyShay Strong Q4 from $DDOG. - Large-customer cohort expanded improving revenue durability. - Multi-product adoption increased reinforcing platform stickiness"
X Link 2026-02-10T12:25Z 12.8K followers, [----] engagements
"$NET Q4'25 Earnings Preview Consensus Estimates: Revenue $589M (+28.1% YoY) EPS $0.27 (+42.1% YoY) If $NET beat estimates by 3.3% (same as last quarter) Q4'25 Revenue Growth will be +32.3% YoY Management Guidance: Q4'25 $589 - $590M guide (+28.1% YoY) $2142 - $2143M FY guide (+28.3% YoY) raised by 1.30% https://twitter.com/i/web/status/2021216096351814013 https://twitter.com/i/web/status/2021216096351814013"
X Link 2026-02-10T13:34Z 12.8K followers, [----] engagements
"AI DATA CENTER STACK this is a systems build not a chip cycle 👇 COMPUTE & SERVERS: $NVDA Owns accelerated compute end to end. CUDA locks software NVLink locks topology. Sells architectures not chips. Switching costs scale with clusters. $AMD Pressure valve for hyperscalers. MI accelerators plus ROCm enable second sourcing and price leverage. Mandatory option in mission-critical AI stacks. $INTC Turnaround optionality. Gaudi targets inference economics. IDM model adds supply security as geopolitics matter more than peak performance. $AVGO Arms dealer to AI. Custom ASICs plus networking"
X Link 2026-02-10T13:58Z 12.8K followers, [----] engagements
"$DDOG Q4: Revenue Re-Accelerates to +29% as Platform Expansion Deepens Datadog printed a strong Q4 with revenue of $953M up 29% YoY and 8% QoQ beating expectations by over 4%. More important than the headline beat growth excluding AI-native customers accelerated to 23% YoY confirming momentum across the core business rather than a narrow AI-driven spike. Margins held up better than expected given the pace of investment. Gross margin came in at 81.4% and operating margin at 24.1% both roughly flat year over year despite higher infrastructure intensity. Free cash flow remained healthy at $291M"
X Link 2026-02-10T14:56Z 12.8K followers, [----] engagements
"@sv_techie Glad to be $DDOG shareholder 🥳"
X Link 2026-02-10T15:15Z 12.8K followers, [--] engagements
"Shopify $SHOP Q4'25 Earnings Preview Consensus Estimates: Revenue $3587M (+27.6% YoY) EPS $0.51 (+15.9% YoY) If $SHOP beat estimates by 3.1% (same as last quarter) Q4'25 Revenue Growth will be +31.5% YoY Management Guidance: Q4'25 $3490 - $3600M guide (+26.1% YoY)"
X Link 2026-02-10T16:02Z 12.8K followers, [----] engagements
"@BeuvingJordy Strong Q4 from $DDOG 💪"
X Link 2026-02-10T16:12Z 12.8K followers, [---] engagements
"@heiserf16 I selected top [--] CAPEX beneficiary stocks with the highest expected revenue growth"
X Link 2026-02-10T16:30Z 12.8K followers, [--] engagements
"Cloudflare $NET Q4'25 Results: $614.5M rev (+33.6% YoY +9.3% QoQ) beat est by 4.3% GM* (74.9% [----] PPs YoY)🟡 Operating Margin* (14.6% [----] PPs YoY)🟡 FCF Margin (16.2% +5.8 PPs YoY)🟢 Net Margin (-2.0% +0.8 PPs YoY) EPS* $0.28 beat est by 3.7%🟢 non-GAAP Key Metrics DBNR 120% (119% LQ) RPO $2.50B (+47.9% YoY)🟢 ➡Billings $695M (+26.8% YoY)🟡 Customers [------] customers (+39.9% YoY +36914)🟢 ➡4298 $100k+ customers (+22.9% YoY +289) Operating expenses S&M/Revenue 34.9% (-1.4 PPs YoY) R&D*/Revenue 15.4% (-0.8 PPs YoY) G&A*/Revenue 10.0% (-0.4 PPs YoY) Quarterly Performance Highlights Net New"
X Link 2026-02-11T03:46Z 12.8K followers, [----] engagements
"$HOOD Q425: Record $1.3B Revenue 51% Operating Margin But First Sequential AUC Decline in 2+ Years Revenue came in at $1.28B (+26.5% YoY). Gross margin reached 98%. Operating income hit $650M with a 51% operating margin. EBITDA margin printed at 52%. Few consumer fintech platforms operate at this level of profitability while still scaling. Full-year numbers reinforce the trend. Revenue grew 52% to $4.5B. Adjusted EBITDA rose 76% to $2.5B with 56% margins. EPS for the year reached $2.05. Cost discipline remains visible. SG&A is 21% of revenue. R&D is 18% and down as a percentage of sales. 2026"
X Link 2026-02-11T11:03Z 12.8K followers, [----] engagements
"Cloudflare $NET Q4: Revenue +34% YoY to $614.5M Net New ARR +76% DBNR 120% Another quarter of accelerating growth. Revenue rose 33.6% YoY and 9.3% QoQ beating estimates by 4.3%. Net new ARR hit $210M (+76% YoY) and RPO expanded 48% to $2.5B giving solid forward visibility. DBNR improved to 120% signaling stronger expansion inside the base. Margins tell a nuanced story. Operating margin held at 14.6% despite heavy AI-related investment. Free cash flow margin expanded to 16.2% up nearly [--] points YoY. CAC payback improved to [----] months showing efficiency gains even as headcount grew 21% YoY."
X Link 2026-02-11T11:30Z 12.8K followers, [----] engagements
"$ALAB Q425: Revenue +92% YoY Adj. EPS Beat Q1 Guide Above Stock -10% Revenue came in at $270.6M up 92% YoY and ahead of estimates. Growth accelerated from the prior quarters already triple-digit pace. Adj. EPS printed $0.58 vs $0.51 expected. Q1 guide points to $286$297M in revenue well above consensus with EPS of $0.53$0.54. Margins remain the core story. Gross margin held at 76% expanding [---] bps YoY despite hardware mix increasing. Operating income reached $67M driving a 25% operating margin up [----] percentage points YoY. EBITDA margin landed at 26%. Free cash flow was $76.6M a 28% margin"
X Link 2026-02-11T12:03Z 12.8K followers, [----] engagements
"AppLovin $APP Q4'25 Earnings Preview Consensus Estimates: Revenue $1599M (+16.5% YoY) EPS $2.97 (+74.7% YoY) If $APP beat estimates by 4.9% (same as last quarter) Q4'25 Revenue Growth will be +22.2% YoY Management Guidance: Q4'25 $1570 - $1600M guide (+58.6% YoY) - Software Platform https://twitter.com/i/web/status/2021562629718958515 https://twitter.com/i/web/status/2021562629718958515"
X Link 2026-02-11T12:31Z 12.8K followers, [----] engagements
"$NET Cloudflare added a record number of customers in Q4. Total customers reached [------] (+39.9% YoY +36914 QoQ) growth accelerated and outpaced revenue growth. Large customers continue to expand: [----] customers spending $100K+ annually (+22.9% YoY +289)"
X Link 2026-02-11T13:00Z 12.8K followers, [---] engagements
"$NET Cloudflare posted record Net New ARR in Q4 with growth accelerating. Net New ARR reached $210M (+76% YoY) strongest expansion pace in years"
X Link 2026-02-11T13:30Z 12.8K followers, [----] engagements
"$SHOP Shopify quarterly GMV exceeded $100B for the first time. Q4 GMV came in at $123.84B (+31.1% YoY)"
X Link 2026-02-11T15:32Z 12.8K followers, [----] engagements
"RT @SergeyCYW: $APP Q4'25 Results: $1657.9M rev (+20.8% YoY +18.0% QoQ) beat est by 3.7% GM (88.9% +12.3 PPs YoY)🟢 Operating Margi"
X Link 2026-02-12T07:00Z 12.8K followers, [--] engagements
"RT @SergeyCYW: $CSCO Q425: 10% Revenue Growth 31% Net Income Growth FY26 Guide Raised Cisco delivered $15.3B in revenue up 9.7% YoY a"
X Link 2026-02-12T07:11Z 12.8K followers, [--] engagements
"$GRAB Q425: Profitability inflection continues but revenue miss and softer FY guide temper the story Grab delivered a clean margin story in Q4. Revenue came in at $906M up 18.6% YoY. A touch below the $940.7M estimate yet growth remained solid across core segments. More important than the top line was the operating leverage. Gross profit rose 43.8% YoY. Gross margin expanded to 44% up [---] percentage points. Operating income surged 650% YoY to $60M pushing operating margin to 7% up [---] points. Net income reached $171M a 19% margin. A year ago profitability was still a debate. Now its visible"
X Link 2026-02-12T11:04Z 12.8K followers, [----] engagements
"HubSpot Q4: 20% Revenue Growth 22.6% Operating Margin Strong ARR Momentum $HUBS delivered a solid quarter. Revenue came in at $846.8M (+20.4% YoY) ahead of estimates with full-year revenue at $3.1B (+19%). Operating margin expanded to 22.6% (+3.6pp YoY) while FCF margin reached 24.7%. EPS of $3.09 beat expectations. Growth quality looks healthy. Subscription revenue was $829M (+20.6%) representing nearly 98% of total revenue. Billings grew 26.6% RPO surged 60% and deferred revenue rose 28.6%. Net new ARR hit $149M (+14.5%) and full-year ARR growth at 24% outpaced revenue. Enterprise traction"
X Link 2026-02-12T11:34Z 12.8K followers, [----] engagements
"AppLovin posts 66% YoY growth with 84%+ EBITDA margin and 95% incremental flow-through $APP delivered a quarter most software names cant replicate at scale. Revenue came in at $1.66B (+66% YoY +18% QoQ) beating estimates by 3.7%. EPS was $3.24 a 9.1% beat. Margins are the real story. Gross margin reached 88.9% (+12.3pp YoY). Operating margin expanded to 76.9% (+32.6pp YoY). FCF margin hit 79.0% (+28.3pp YoY). Adjusted EBITDA margin held above 84% with roughly 95% incremental revenue flowing through. Operating leverage is accelerating. S&M dropped to 2.9% of revenue (-12.7pp YoY). R&D declined"
X Link 2026-02-12T12:04Z 12.8K followers, [----] engagements
"Airbnb $ABNB Q4'25 Earnings Preview Consensus Estimates: Revenue $2715M (+9.5% YoY) EPS $0.66 (-9.6% YoY) If $ABNB beat estimates by 0.4% (same as last quarter) Q4'25 Revenue Growth will be +9.9% YoY Management Guidance: Q4'25 $2660 - $2720M guide (+8.5% YoY)"
X Link 2026-02-12T12:26Z 12.8K followers, [----] engagements
"$HUBS HubSpot average subscription revenue per customer (ARPU) hit an all-time high of $11683 up 3% YoY"
X Link 2026-02-12T14:02Z 12.8K followers, [---] engagements
"RT @SergeyCYW: $GRAB Q425: Profitability inflection continues but revenue miss and softer FY guide temper the story Grab delivered a cle"
X Link 2026-02-12T14:11Z 12.8K followers, [--] engagements
"RT @SergeyCYW: HubSpot Q4: 20% Revenue Growth 22.6% Operating Margin Strong ARR Momentum $HUBS delivered a solid quarter. Revenue came i"
X Link 2026-02-12T14:40Z 12.8K followers, [--] engagements
"$CRWD CrowdStrike Single-agent architecture ingests trillions of weekly events. Falcon becomes the system of record for endpoint truth. Charlotte AI adoption jumped 85% in one quarter moving from experiment to workflow. Falcon Flex drives module expansion without procurement friction. AI cannot replace the sensor generating the data. Data gravity widens the cost gap vs legacy stacks. $ZS Zscaler Zero Trust Exchange operates as a tollbooth for AI traffic. Nearly [--] trillion AI/ML transactions analyzed in one year activity up 91%. Enterprises must inspect prompts and model outputs inline. Proxy"
X Link 2026-02-12T15:01Z 12.8K followers, [---] engagements
"$S SentinelOne Purple AI attach rate surpassed 40% on new licenses. Autonomous workflows shift analysts from reactive to agentic. Observo AI acquisition brings telemetry pipeline under one roof cutting SIEM costs by half. Prompt Security adds visibility into generative AI usage. Owning data ingestion plus automation builds high friction for displacement. $CHKP Check Point Software Infinity Platform evolves into AI governance nerve center. Infinity AIOps predicts failures before outages occur. Deep integration with Defender and Intune embeds logic layer inside hybrid estates. AI copilots live"
X Link 2026-02-12T15:01Z 12.8K followers, [----] engagements
"$MSFT Microsoft Azure and application layer form a double moat. Copilot daily users up 10x. Seat additions surged 160% YoY. AI lives inside Word Excel Teams not beside them. Enterprises anchor workflows where productivity already resides. Infra + apps + distribution creates stack capture from silicon to interface. $NOW ServiceNow Now Assist ACV more than doubled in a year. Deals with five or more AI modules jumped 10x. AI agents embed into HR IT and CX workflows already standardized on Now. cRPO reached $12.85B. Platform consolidation accelerates. System of action status strengthens as"
X Link 2026-02-12T15:01Z 12.8K followers, [---] engagements
"$DDOG Datadog [---] AI-native customers. [--] of top [--] AI builders onboard. Over [----] customers pay for LLM Observability. Bookings hit $1.63B up 37%. Opaque agent workflows demand monitoring depth. Datadog monetizes complexity across compute logs traces and model performance. $FROG JFrog 55% of revenue from Enterprise Plus subscriptions. 7M+ new packages added as AI-generated code exploded. JFrog ML integrates with NVIDIA Enterprise AI Factory anchoring model artifact governance. Supports 40+ package types including ML formats. System of record for software and model supply chains. $TWLO Twilio"
X Link 2026-02-12T15:01Z 12.8K followers, [---] engagements
"$VEEV Veeva Systems Vault CRM migrations reached [---] live customers during platform shift. Compass secured seven-figure enterprise deal with top-50 biopharma. AI agents automate regulatory submissions inside Vault. Drug development data remains structured and proprietary. Displacement would require rebuilding compliance backbone. $GWRE Guidewire Software InsuranceSuite powers [---] insurers. ARR hit $1.03B with [--] new cloud deals including Texas Windstorm. Jutro and AutoPilot enable straight-through claims processing. Underwriting models train on industrys largest curated dataset. Regulatory"
X Link 2026-02-12T15:01Z 12.8K followers, [---] engagements
"RT @SergeyCYW: AppLovin posts 66% YoY growth with 84%+ EBITDA margin and 95% incremental flow-through $APP delivered a quarter most softw"
X Link 2026-02-12T15:11Z 12.8K followers, [--] engagements
"RT @SergeyCYW: Airbnb $ABNB Q4'25 Earnings Preview Consensus Estimates: Revenue $2715M (+9.5% YoY) EPS $0.66 (-9.6% YoY) If $ABNB beat e"
X Link 2026-02-12T15:30Z 12.8K followers, [--] engagements
"$ABNB Q4'25 Results: $2778M rev (+12.0% YoY -32.2% QoQ) beat est by 2.3% GM (82.5% [----] PPs YoY)🟡 Adj EBITDA Margin (28.3% [----] PPs YoY)🟡 FCF Margin (18.9% [---] PPs YoY) Net Margin (12.3% [----] PPs YoY)🟡 EPS $0.56 missed est by -15.2% KPI Gross Booking Value $20B (+16.0% YoY)🟢 Nights and Experiences Booked $121.90M (+9.8% YoY) Average Daily Rates $167.51 (+6.0% YoY) Total Take Rate 13.6% -0.5PPs YoY Regional Breakdown United States $1146.0M rev (+3.2% YoY 41% of Rev) Europe Middle East and Africa $930.0M rev (+17.1% YoY 33% of Rev) Asia Pacific $351.0M rev (+26.3% YoY 13% of Rev) Other"
X Link 2026-02-13T03:49Z 12.8K followers, [----] engagements
"$ANET Q4: 29% Revenue Growth 42% Operating Margin AI Target Raised to $3.25B Arista just printed another high-quality quarter. Q4 revenue came in at $2.49B up 28.9% YoY and ahead of the $2.38B estimate. EPS of $0.75 beat expectations growing 19% YoY. Stock reacted +12.5% post-earnings. Margins remain elite. Gross margin landed at 63%. Product gross margin expanded sharply to 59% up nearly [--] percentage points YoY. Service margin held at 82%. Operating income grew 29.2% with operating margin at 42%. EBITDA margin also 42%. Free cash flow reached $1.23B a 49% margin. Few companies at this scale"
X Link 2026-02-13T04:00Z 12.8K followers, [----] engagements
"@ScrooogeUncle Agreed its surprising that J.P. Morgan didnt include Palantir in its AI-Resilient list. 🤔"
X Link 2026-02-13T04:08Z 12.8K followers, [---] engagements
"@felixonguitar And it seems that platformization at $PANW is progressing successfully. 👍"
X Link 2026-02-13T04:09Z 12.8K followers, [---] engagements
"@ClassSang I think the market misunderstands $TTD. Reported revenue growth slowed significantly. But if you exclude political ad spending revenue growth appears stable. From a valuation perspective $TTD is trading at attractive levels"
X Link 2026-02-13T04:13Z 12.8K followers, [---] engagements
"@FrameworkWisely No J.P. Morgan doesn't mention Rubrik 🤔"
X Link 2026-02-13T16:41Z 12.8K followers, [--] engagements
"@FrameworkWisely Agreed overall I think cybersecurity companies are in a strong position. The number of cyberattacks continues to rise and these companies perform mission-critical functions. Everyone clearly remembers the CrowdStrike update outage 😄"
X Link 2026-02-13T16:50Z 12.8K followers, [--] engagements
"Software stocks correction has been brutal. Drawdowns from 52w highs 👇 $FIG Figma 78% $DUOL Duolingo 72% $HUBS HubSpot 63% $MNDY Monday 61% $TEAM Atlassian 61% $GTLB GitLab 53% $NOW ServiceNow 45% $ORCL Oracle 45% $IOT Samsara 45% $S SentinelOne 44% $DDOG Datadog 40% $ESTC Elastic 39% $ZS Zscaler 38% $CRM Salesforce 36% $ADBE Adobe 35% https://twitter.com/i/web/status/2012147894288318791 https://twitter.com/i/web/status/2012147894288318791"
X Link 2026-01-16T13:00Z 12.8K followers, 98K engagements
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