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@SergeyCYW Sergey

Samsara ($iot) reported strong Q2 results with XX% YoY revenue growth, a X% beat, and clear signs of stabilization. The company's net new ARR addition reached a record level, and its return on S&M spending is 21.7, indicating healthy efficiency. Despite this, the stock has lagged the S&P 500, down -XXX YTD.

Engagements: XXXXXX #

X Week XXXXXXX +48%
X Month XXXXXXX -XXXX%
X Months XXXXXXXXX +2%
X Year XXXXXXXXX +404%

Mentions: XXX #

X Week XXX -XX%
X Month XXX -XXXX%
X Months XXXXX -XXXX%
X Year XXXXX +220%

Followers: XXXXX #

X Week XXXXX +4.30%
X Month XXXXX +11%
X Months XXXXX +98%
X Year XXXXX +547%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX% automotive brands XXXX% social networks XXXX% travel destinations XXXX%

Social topic influence $iot #3, $meli #14, $nbis #48, infrastructure #441, gpu #54, over the 0.45%, money 0.45%, $iren #255, iot #41, $axon #7

Top accounts mentioned or mentioned by @stocksavvyshay @bourboncap @bigbullcap @investingvisual @dividenddudex @ftrinvestors @bethkindig @samsolid57 @mmmtwealth @dividendtalks @stockmarketnerd @unusualwhales @thexcapitalist @patientinvestt @daveyjuice @stockopine @finchatio @jessecoheninv @fromvalue @jonahlupton

Top assets mentioned Helium IOT (IOT) MercadoLibre Inc (MELI) Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) Axon Enterprise, Inc. (AXON) Netflix Inc (NFLX) Shopify Inc (SHOP) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) CoreWeave, Inc. (CRWV) Cloudflare, Inc. (NET) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Trade Desk, Inc. (TTD) Applovin Corporation (APP) Sea Limited (SE) Rubrik, Inc. (RBRK) DigitalOcean Holdings, Inc. (DOCN) Bitcoin (BTC) Duolingo, Inc. Class A Common Stock (DUOL) Zscaler Inc (ZS) Eos Energy Enterprises, Inc. (EOSE) Crowdstrike Holdings Inc (CRWD) Snowflake, Inc. (SNOW) Global-E Online Ltd. Ordinary Shares (GLBE) Carvana Co. (CVNA) monday.com Ltd. Ordinary Shares (MNDY) TeraWulf Inc. (WULF) PayPal Holdings Inc (PYPL) Tesla, Inc. (TSLA) Metadium (META) Coupang, Inc. (CPNG) Etsy Inc (ETSY) MongoDB, Inc. (MDB)

Top Social Posts #

Top posts by engagements in the last XX hours

"$SHOP Shopify drives global commerce with a model where merchant success fuels platform revenue. Q2 2025 revenue increased XX% YoY to $XXX billion with GMV at $XX billion. Merchant Solutions surged XX% as Shop Pay GMV grew XX% now used by XX% of eligible merchants. Shopify holds XX% of U.S. e-commerce hosting XXX million stores worldwide. Over 16000 apps generate $X billion in annual developer payouts reinforcing network effects. Infrastructure handles 10000+ checkouts per minute with near-perfect uptime. Positioning as a partner not competitor Shopify offers scalability and brand control"
X Link @SergeyCYW 2025-10-06T10:56Z 8921 followers, XXX engagements

"$ZS Balance Sheet: Total debt stands at $1229M while Zscaler holds $3006M in cash and cash equivalents exceeding total debt and ensuring a healthy balance sheet"
X Link @SergeyCYW 2025-07-04T13:10Z 8910 followers, XXX engagements

"$IOT Samsara added XXX new $100K+ ARR customers in Q2 fewer additions than a year ago but still reflecting solid +31% YoY growth. Samsaras added XX customers exceeding $X million in ARR setting a quarterly record. This cohort now generates XX% of total ARR roughly $XXX million and grew XX% year over year"
X Link @SergeyCYW 2025-10-07T11:03Z 8893 followers, XXX engagements

"$AXON Retention Rate (NDR) has been gradually increasing over the past two years reaching XXX% in the last quarter which is a high level for SaaS companies"
X Link @SergeyCYW 2025-10-09T12:32Z 8913 followers, 1555 engagements

"Nvidia: Powering the Future of AIbut can margins stay ultra-high $NVDA is up +53.7% over the past year while S&P500 +17.8%. Is it overvalued Lets examine the valuation revenue growth rate by segments profitability and expenses. A short 🧵👇"
X Link @SergeyCYW 2025-10-03T11:56Z 8809 followers, 3438 engagements

"$CRWV CoreWeave dominates neocloud infrastructure as the largest publicly traded GPU cloud provider purpose-built for generative AI and machine learning workloads. The company went public in March 2025 raising $1.5B in the biggest U.S. tech IPO since 2021. CoreWeave generated nearly $1B in quarterly revenue guided for $4.9$5.1B FY2025 and plans $20B in data center investments. Major contracts include $11.9B with OpenAI $14.2B with Meta and prior $22.4B OpenAI agreements. Its XX data centers host 100000+ GPUs across North America and Europe delivering XX% higher cluster performance than peers."
X Link @SergeyCYW 2025-10-06T14:03Z 8914 followers, XXX engagements

"$MELI Balance Sheet: Total debt stands at $9010 million while MercadoLibre holds $11326 million in cash on hand. This includes cash and cash equivalents short-term investments and customer funds held due to regulatory requirements and other restrictions. The cash on hand exceeds total debt so the balance sheet can be considered healthy. Since the company offers various credit products it's important to monitor repayment performance and credit quality"
X Link @SergeyCYW 2025-10-09T11:05Z 8909 followers, XXX engagements

"@InvestingVisual $PLTR valuation is indeed very high while for $NET I believe the premium is justified by strong execution"
X Link @SergeyCYW 2025-09-25T13:32Z 8910 followers, 1007 engagements

"A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $NBIS. Fairly valued: $IREN $WULF. Trading below average valuation: $CRWV $EOSE"
X Link @SergeyCYW 2025-10-13T14:47Z 8921 followers, 4007 engagements

"$ISRG Q2: Strong Top-Line Beat +21.4% Revenue Growth Margins Rebound Intuitive Surgical delivered a solid Q2 with revenue up +21.4% YoY to $2.44B beating estimates of $2.35B. EPS of $XXXX crushed the $XXXX consensus. Net income rose +25% YoY while EPS climbed +24%. Operating leverage showed throughoperating income jumped +31% pushing operating margin to XX% (+2.2pps YoY). EBITDA margin expanded to XX% (+2.5pps) supporting the case for improving profitability as scale continues to build. SG&A and R&D as a percentage of revenue declined by 3.1pps and 1.1pps respectivelyshowing disciplined"
X Link @SergeyCYW 2025-07-23T10:52Z 8905 followers, 2274 engagements

"Key points from $IOT Samsaras Second Quarter 2025 Earnings Call: Financial Performance: Samsara posted Q2 FY26 ARR of $1.64B (+30% YoY) with $105M net new ARR (+19% YoY). Revenue reached $391M (+30% YoY +31% cc). Margins expanded: gross XX% operating XX% (+9 pts YoY) FCF XX% (+7 pts). Rule of XX sustained for four quarters. Q3 guide $398400M (+24% YoY) FY26 $1.5741.578B (+26% YoY). Fleet Management: Telematics and video safety remain core. New launches include commercial navigation route planning and AI Multicam. OEM pre-installation program reduces deployment friction. Asset Tags: Largest"
X Link @SergeyCYW 2025-09-05T14:03Z 8910 followers, 1628 engagements

"How $CRWD CrowdStrike makes money: $1169M rev (+21.3% YoY +5.9% QoQ) GM* (77.6% -XXX PPs YoY)🟡 Operating Margin* (21.8% -XXX PPs YoY)🟡 FCF Margin (24.3% -XXX PPs YoY)🟡 Net Margin (-9.7% -XXXX PPs YoY)🟡 EPS* $XXXX 🟢 *non-GAAP"
X Link @SergeyCYW 2025-10-08T15:29Z 8918 followers, 1385 engagements

"On a Forward P/E basis $NFLX trading at a premium compared to other streaming platform companies"
X Link @SergeyCYW 2025-10-13T10:52Z 8895 followers, XX engagements

"$FSLY Fastly supports AI edge workloads through Compute@Edge achieving sub-50ms latency for global inference. Q2 2025 revenue hit $148.7M up XXXX% YoY with $10.9M FCF and narrowing losses nearing profitability. Security revenue grew XX% to $29.3M driven by AI-enhanced bot and DDoS protection. Positioned in a $261B edge computing market Fastlys KV Store enables real-time decisioning and personalization across a multi-terabit global network"
X Link @SergeyCYW 2025-10-06T14:03Z 8913 followers, XXX engagements

"$SNOW Snowflake operating a $79.64B market cap AI Data Cloud platform generating $4.12B revenue. Now available on AWS Africa Snowflake connects 10000+ enterprises enabling AI insights and compliance with regional data laws. Its Cortex AI suite integrates managed models such as Arctic and Mistral for text and sentiment analysis. The Snowflake Copilot and Document AI tools enhance productivity while Horizon Catalog ensures governance and security. Clients report XX% cost savings and XXX% faster data refresh across hybrid cloud environments"
X Link @SergeyCYW 2025-10-06T14:03Z 8705 followers, XXX engagements

"How $SE makes money: $5259.5M rev (+38.2% YoY +8.6% QoQ) GM (45.8% +4.2 PPs YoY) Operating Margin (9.3% +7.1 PPs YoY) Operating Cash Flow Margin (30.7% +16.2 PPs YoY)🟢 Net Margin (7.9% +5.8 PPs YoY) EPS $0.65"
X Link @SergeyCYW 2025-10-06T15:56Z 8915 followers, 2048 engagements

"$NVDA Nvidia Revenue by Segment: $46.7B rev (+55.6% YoY) Data Center $41096M (+56.4% YoY XXXX% of Rev) ➡Gaming $4287M (+48.9% YoY XXX% of Rev)🟡 ➡Professional Visualization $601M (+32.4% YoY)🟡 Auto $586M (+69.4% YoY) OEM & Other $173M (+96.6% YoY)🟢"
X Link @SergeyCYW 2025-10-08T12:32Z 8922 followers, 1245 engagements

"$NU Nu Holdings Q225: Record Margins Accelerating Growth Operating margin expanded to XX% up XXX pps YoY while net margin surged to XX% up XXX pps. Revenue climbed XXXX% YoY to $1.64B matching estimates with EPS of $XXXX growing XX% YoY in line with expectations. Lending was the standout soaring XXXX% YoY alongside strong gains in Other revenue (+36.1%) and fees (+16%). Customer base grew XXXX% YoY to 122.7M with deposits up XXXX% and total loans up 44.4%. Monthly average revenue per active customer rose by $X YoY while cost to serve per customer fell to $XXXX. The interest-earning portfolio"
X Link @SergeyCYW 2025-08-15T16:38Z 8772 followers, 1729 engagements

"$IOT Samsara Shareholder Dilution: Stock-based compensation (SBC) expenses have been gradually declining over the past two years to XX% of revenue which is still a relatively high level compared to typical SaaS benchmarks. Shareholder dilution remains elevated with a modest improvement in Q2. The weighted-average basic shares outstanding increased by XXX% YoY"
X Link @SergeyCYW 2025-10-07T11:04Z 8880 followers, XXX engagements

"The company divested its low-margin Apps unit in mid-2025 fully pivoting to software. The new Axon Ads Managerits most important launch yetopens the self-serve floodgates to small businesses and global markets starting October 2025. International rollout will extend reach into Japan Korea and beyond. Operating efficiency keeps strengthening. Sales and marketing spend dropped from XX% to X% of revenue. R&D fell to 3%. SBC is just X% of revenue and dilution remains minimal. Despite $3.5B in debt strong free cash flow and $1.2B cash position provide stability"
X Link @SergeyCYW 2025-10-08T14:28Z 8882 followers, XXX engagements

"Analysts forecast $NFLX revenue growth of +17.7% in 2025 and +12.8% in 2026. Based on this outlook the valuation using the EV/Sales multiple appears to be trading at a premium compared to other streaming platform companies"
X Link @SergeyCYW 2025-10-13T10:52Z 8895 followers, XX engagements

"$IOT Samsara has seen a gradual decline in non-GAAP operating expenses primarily driven by a reduction in Sales & Marketing (S&M) spend. S&M expenses dropped from XX% to XX% over the past two years showing improved efficiency. R&D remains elevated at XX% though down from XX% reflecting Samsaras continued investment in innovation and long-term product development. General & Administrative (G&A) expenses also declined to XX% down from XX% contributing to overall margin improvement"
X Link @SergeyCYW 2025-10-07T11:04Z 8880 followers, XXX engagements

"How $RBRK Rubrik Makes Money: From Cyber Resilience to AI-Powered Growth Rubriks business runs on a recurring enginesubscription revenue. Out of $310M in total Q2 revenue $297M came from subscriptions growing XX% year over year. Its foundation is the Rubrik Security Cloud a unified data protection and recovery platform sold to enterprises. Once a customer adopts one product expansion follows fast: new workloads more data sources deeper integrations. Thats how Rubrik turns $100K accounts into million-dollar customers. Margins tell the story of leverage. Gross margin expanded to XXXX% driven by"
X Link @SergeyCYW 2025-10-12T14:59Z 8910 followers, 2065 engagements

"$AXON: From TASERs to a $129B AI-Powered Public Safety Platform Axon keeps compounding: innovation cadence stays high ARR +39% RPO +45% and NDR XXX% signal durable demand across a widening $129B TAM. Strategic buysFusus Dedrone Preparedtighten the call-to-closure loop fusing devices with cloud AI triage and real-time ops. Execution remains brisk with revenue +32.7% YoY and expanding Software & Services mix. Brand network effects and switching costs anchor a wide moat. Valuation runs hotEV/Sales 17.9x Forward P/E 107yet premium can be earned if growth and AI adoption sustain. Prepared dinged"
X Link @SergeyCYW 2025-09-30T14:58Z 8880 followers, 2154 engagements

"@mvcinvesting Analysts forecast +215% YoY revenue growth for $NBIS in 2026 💪"
X Link @SergeyCYW 2025-10-08T10:41Z 8799 followers, 2937 engagements

"$ZETA Data AI and the Shift from Legacy MarTech Zeta Global is turning marketing software into a high-margin AI-powered data business. In Q225 revenue hit $308M up XX% YoY driven by the Direct Platform now XX% of sales and growing XX% YoY. Gross margin expanded to XX% signaling the benefits of scale and data leverage. The business is tightening across the board SG&A fell XXX points as a share of revenue R&D held steady near XX% and free cash flow margin climbed to 13%. Even with operating income still slightly negative margin trends are decisively upward turning EBITDA positive at 4%"
X Link @SergeyCYW 2025-10-13T16:03Z 8914 followers, 4680 engagements

"The leadership board is stacked with momentum. Nebius $NBIS guides for +215% YoY revenue in 2026 fueled by a $19.4B Microsoft deal granting access to 100000 NVIDIA GB300 chips. CoreWeave $CRWV follows with +130% growth scaling XX data centers and targeting $5B in 2025 revenue. Iren $IREN leverages XXX% renewable power across XXX GW capacity positioning for +36% growth and over 60000 GPUs by 2026. Mid-tier players like Cloudflare (+26%) and Snowflake (+23%) expand AI capabilities through real-time inference and cross-cloud data layers. Smaller entrantsDigitalOcean (+15%) and Fastly (+7%)anchor"
X Link @SergeyCYW 2025-10-07T15:58Z 8908 followers, XXX engagements

"@MMMTwealth $PYPL valuation looks attractive while the company delivered solid +5.1% YoY revenue growth in Q2"
X Link @SergeyCYW 2025-10-08T13:03Z 8820 followers, XXX engagements

"A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $NET. Fairly valued: $NBIS $IREN $DOCN. Trading below average valuation: $CRWV"
X Link @SergeyCYW 2025-10-06T14:03Z 8910 followers, XXX engagements

"How $AXON makes money: $669M rev (+32.7% YoY +10.8% QoQ) GM (60.3% +0.1 PPs YoY) GM* (63.2% +0.7 PPs YoY) Operating Margin (-0.2% -XXX PPs YoY)🟡 FCF Margin (-17.1% -XXXX PPs YoY)🟡 Net Margin (5.4% -XXX PPs YoY)🟡 EPS* $XXXX 🟢 *non-GAAP"
X Link @SergeyCYW 2025-10-09T14:01Z 8908 followers, 1537 engagements

"Neo-Cloud and AI-focused cloud infrastructure represents the fastest-growing segment within cloud computing driven by unprecedented demand for specialized GPU-accelerated computing resources. ABI Research forecasts Neo-Clouds will generate over $XX billion in GPU-as-a-Service revenues by 2030. Multiple research firms project the GPU-as-a-Service market reaching between $XXXXX billion and $XXXXX billion by 2030 with compound annual growth rates ranging from XXXX% to 30.08%. Among publicly traded companies analysts expect the strongest revenue growth in 2026 from: $NBIS Nebius Group at +215%"
X Link @SergeyCYW 2025-10-06T14:03Z 8913 followers, 2299 engagements

"Nebiuss strategy is clearbuild dedicated AI data centers like the Vineland New Jersey campus deliver GPU clusters optimized for model training and inference and lock in long-term clients before competitors can catch up. Backed by $NVDA NVIDIAs XXX% equity stake and multiple committed contracts with AI labs and hyperscalers Nebius combines strategic relationships with a rapidly growing market opportunity. Since spinning off from Yandex in 2023 Nebius has evolved from an internal cloud project into a pure-play AI infrastructure company"
X Link @SergeyCYW 2025-10-14T14:58Z 8914 followers, XXX engagements

"Trusted Brand Leadership. A 2025 industry study ranked $IOT Samsara the most trusted brand in fleet management technology. XX% of customers reported high satisfaction and XX% are likely to recommend. Samsara leads in customer service brand awareness and overall satisfaction proving its reputation as the top choice for large-scale fleet operators"
X Link @SergeyCYW 2025-10-08T12:04Z 8914 followers, XXX engagements

"$AXON introduced Axon Body Workforce Mini (ABW Mini) a compact body camera designed for retail healthcare and frontline environments. Integrated AI support includes real-time translation policy guidance and training through Axon MetaCoach. ABW Mini connects directly into Axon OS linking cameras sensors and communication tools with Axon Fusus for response and Axon Digital Asset Manager for secure storage and sharing. Early deployments begin in U.S. and Canada in H1 2026 with general availability by mid-year and global rollout to follow"
X Link @SergeyCYW 2025-10-01T12:29Z 8880 followers, 2312 engagements

"$MELI Shareholder Dilution: MercadoLibre's stock-based compensation (SBC) expenses are at a low X% of revenue which is notable for a high-growth company. Shareholder dilution remains well-controlled with the weighted-average number of basic common shares outstanding flat YoY"
X Link @SergeyCYW 2025-10-09T11:05Z 8907 followers, XXX engagements

"The Rule of XX is a pivotal financial metric used to evaluate the performance of SaaS and other growth-oriented software companies. It serves as a benchmark that balances revenue growth and profitability providing a comprehensive snapshot of a company's overall financial health. A company that meets or exceeds the XX% threshold is generally considered to be performing well making it potentially more attractive to investors looking for balanced growth and profitability. In this case I used the GAAP EBITDA Margin TTM combined with revenue growth estimates for the next year. The Rule of 40"
X Link @SergeyCYW 2025-10-05T14:26Z 8810 followers, 2538 engagements

"@BourbonCap $AMZN remains a strong leader in e-commerce with analysts expecting +10% YoY revenue growth in 2026 while the highest growth is projected for $MELI at +26%"
X Link @SergeyCYW 2025-10-08T13:46Z 8921 followers, 1846 engagements

"Conclusion $IOT Samsara delivered a strong Q2 2025 showing stabilization in revenue growth which remains at a robust level. Leading Indicators RPO growth of +38.0% which is above revenue growth Billings growth of +27.2% slightly below revenue ARR growth at +29.8% YoY roughly in line with revenue Net new ARR additions at record level up +18.6% YoY Customer additions with $100K+ ARR were around average but $1M+ ARR additions at record level Key Metrics Net Dollar Retention (NDR) held steady at XXX% The CAC Payback Period slightly improved to XXXX months and remains roughly in line with the SaaS"
X Link @SergeyCYW 2025-10-07T11:04Z 8817 followers, XXX engagements

"@StockSavvyShay $SOFI Revenue growth in Q2 accelerated to +43.9% YoY. 🙌"
X Link @SergeyCYW 2025-10-06T14:27Z 8810 followers, 2004 engagements

"$IOT Samsara is seeing a slowdown in Annual Recurring Revenue (ARR) growth which came in at +29.8% YoY in Q2 roughly in line with the companys revenue growth"
X Link @SergeyCYW 2025-10-07T11:03Z 8880 followers, XX engagements

"The model works because Zeta monetizes its proprietary data foundation and AI-driven decision engine powering personalized campaigns for enterprises replacing outdated marketing stacks. The company earns recurring platform fees and usage-based revenue from clients expanding across use cases ARPU rose XX% YoY to $532k and large customers over $1M grew 17%. Net losses narrowed XX% YoY to $13M showing the path to breakeven is in sight. Still can dilution (+22% YoY shares outstanding) offset those gains for shareholders Its the one red flag in an otherwise disciplined story"
X Link @SergeyCYW 2025-10-13T16:03Z 8879 followers, XXX engagements

"Valuation spreads tell the story: $NET trades at a premium $NBIS $IREN and $DOCN near fair value and $CRWV below peers despite leadership scale. With GPU supply chains tightening and enterprise AI workloads surging re-rating potential for underpriced operators remains substantial. The question is no longer if Neo-Clouds are the next frontierbut how long before the market fully prices in their structural advantage"
X Link @SergeyCYW 2025-10-07T15:58Z 8910 followers, 1085 engagements

"$AXON in IDC MarketScape: Digital Evidence Management: Axon Enterprise is positioned as a market leader in publicsafety technology. Axon connects cameras and sensors directly to Evidence com creating a seamless chain from capture to management. The integrated stack improves chain-of-custody data integrity and adoption ease. The platform is proven in video management redaction sharing and audit trails. IDC notes Axon is less hardware-agnostic with limited third-party ingestion and RMS/CAD integration. Axons strategy centers on cloud evidence pipelines AI redaction analytics and automation."
X Link @SergeyCYW 2025-09-26T15:00Z 8880 followers, 2057 engagements

"$IOT Samsara possesses a narrow but strengthening economic moat with switching costs serving as the primary defensive mechanism. The combination of growing economies of scale improving network effects and substantial switching costs creates a competitive advantage that becomes more defensible as the company scales. While individual moat elements face competitive pressures their combined effect provides meaningful protection in the rapidly evolving IoT and connected operations market"
X Link @SergeyCYW 2025-10-07T11:03Z 8908 followers, XXX engagements

"@patientinvestt $ADBE hold strong competitive position with Digital Media revenue growth accelerating in Q3 to +12% YoY and a very high XX% gross margin"
X Link @SergeyCYW 2025-10-04T14:32Z 8809 followers, 1866 engagements

"SaaS companies* are typically evaluated based on the EV/Sales multiple relative to their projected revenue growth for the next year. 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 providing a clearer view of its growth trajectory. I also include data on Operating Margin in the chart"
X Link @SergeyCYW 2025-10-11T12:31Z 8799 followers, 2748 engagements

"$TTD The Trade Desk: Strong Competitive Moat in a $X Trillion Market but can it keep pace with rapid tech shifts The Trade Desks strength lies in its alignment with client interests. It does not own ad inventory avoiding conflicts while customers retain ownership of their data. The platform integrates over 1200 machine learning models reaching XX% AI-powered targeting accuracy. Unified ID XXX with 200M+ authenticated users offers a privacy-forward alternative to third-party cookies and a scalable identity framework for the open internet. Scale and loyalty are evident. Q2 2025 revenue reached"
X Link @SergeyCYW 2025-09-19T10:57Z 8922 followers, 9003 engagements

"MercadoLibre $MELI: Latin Americas E-Commerce & Fintech Powerhouse Trading at 2019 Valuations $MELI continues to dominate Latin America with a flywheel between commerce and fintech few can match. Revenue grew +33.8% YoY (+53% FX-neutral) in Q2 while operating income hit a record $825M. Despite the growth the stock is up only +10% in six months leaving its Forward EV/Sales at XXX near historic lows. Margins remain resilient. Free cash flow margin expanded to XXXX% even as sales & marketing spend surged. Fintech revenue +40.3% YoY outpaced total growth driven by Mercado Pagos 68M active users"
X Link @SergeyCYW 2025-10-10T13:59Z 8913 followers, 3204 engagements

"$EOSE Eos Energys Battery Revolution Powers the AI Boom Eos Energy manufactures zinc-based battery storage systems that connect directly to electrical grids now pivoting toward powering AI data centers where energy reliability is becoming mission-critical. The business model hinges on selling large-scale long-duration energy storage systems to utilities and data center developers. As AI facilities consume unprecedented amounts of electricity Eoss technology offers a domestically sourced alternative to lithium-ion batteries durable safe and made in the U.S. near Pittsburgh with XX% of the"
X Link @SergeyCYW 2025-10-14T11:12Z 8913 followers, 1356 engagements

"@mvcinvesting Analysts forecast strong revenue growth for $IREN in 2026 +36% YoY. 💪"
X Link @SergeyCYW 2025-10-07T10:52Z 8820 followers, 2938 engagements

"Margins tell the story of scale. Gross margin expanded from XXXX% to 87.6%. EBITDA margin reached 80.8%. Net margin climbed to 65%. Few software platforms have expanded profitability at this pace while growing revenue XX% year over year. AppLovins moat runs deep. AXON processes billions of daily ad requests at near-zero marginal cost while MAX mediates inventory across thousands of apps. Network effects compound as more advertisers join improving prediction accuracy and ad yield. With 1.4B daily active users across 2M apps every impression makes the AI smarter"
X Link @SergeyCYW 2025-10-08T14:28Z 8882 followers, XXX engagements

"$IREN (Iris Limited) IREN operates XXX MW of data centers supporting Bitcoin mining and AI cloud services across British Columbia and Texas campuses powered by XXX% renewable energy. The company secured additional multi-year cloud services contracts with AI companies for NVIDIA Blackwell GPU deployments in October 2025 bringing total contracted AI Cloud GPUs to 11000 out of 23000 in operation or on order. Contracted GPUs represent approximately $XXX million in annualized AI Cloud revenue expected by end-2025. IREN targets over $XXX million in annualized run-rate revenue from its GPU fleet by"
X Link @SergeyCYW 2025-10-13T14:48Z 8913 followers, 1981 engagements

"$IOT Samsaras return on S&M spending is XXXX with a CAC Payback Period roughly in line with the SaaS median of XXXX indicating a healthy efficiency level. The R&D Index (RDI Score) for Q2 is XXXX up from XXXX in Q1 well above the SaaS median of XXX and significantly higher than the industry median of XXX reflecting strong and consistent investment in innovation. An RDI Score above XXX is considered indicative of best-in-class performance. The industry median of XXX highlights the importance of efficient R&D investment"
X Link @SergeyCYW 2025-10-07T11:03Z 8872 followers, XXX engagements

"Netflixs Flywheel Accelerates: Record Margins Bold AI Bets But Is It Enough to Justify a Premium Valuation $NFLX revenue growth accelerated to +15.9% YoY and management guides to further acceleration in Q3. Profitability hit new heights with a record XXXX% operating margin while ads are on pace to roughly double and product velocity ramps across a revamped UI live events and strategic AI. Market position remains formidable21% U.S. SVOD share XXX% of U.S. TV viewingbacked by a deep slate and $18B content spend. The runway is massive with a TAM of 700M1B households and buybacks continue to"
X Link @SergeyCYW 2025-10-13T14:02Z 8901 followers, 1374 engagements

"$NFLX Balance Sheet: Total debt stands at $14453 million while Netflix holds $8391 million in cash and cash equivalents which is significantly lower than the total debt level"
X Link @SergeyCYW 2025-10-13T10:52Z 8909 followers, XX engagements

"AI continues to extend the Magnificent 7s lead but what about valuation Margins are expanding and top-line growth remains relentless. Analysts project strong 2026 revenue growth led by $NVDA (+33%) $TSLA (+17%) $META (+16%) and solid double-digit gains across $MSFT $GOOGL and $AMZN. Yet valuations may already be pricing in perfection the $MAGS index is up +38% YoY more than double the S&P 500s +17% return. On a P/E basis $TSLA looks stretched while $NVDA and $MSFT appear undervalued relative to their Magnificent X peers. The market seems to be rewarding execution over hype and as long as AI"
X Link @SergeyCYW 2025-10-08T15:03Z 8818 followers, 1570 engagements

"$IOT Samsara added $XXX million in net new ARR for Q2 2025 which is XX% higher than the previous year. Q2 net new ARR addition at record level"
X Link @SergeyCYW 2025-10-07T11:03Z 8880 followers, XX engagements

"@DividendTalks Analysts forecast strong revenue growth across cybersecurity companies in 2025 with the fastest growth expected from $RBRK (+36% YoY) and $CYBR (+35% YoY)"
X Link @SergeyCYW 2025-10-07T12:29Z 8801 followers, XXX engagements

"Margins and visibility are strengthening as Nebius leans on long-term contracted cash flows rather than speculative GPU leasing. Financing capital expenditure directly through deal cash flows and contract-backed debt reduces equity risk and points to disciplined capital management. This structure allows Nebius to scale efficiently without sacrificing balance sheet flexibility. Still can the company maintain such blistering growth while managing its heavy buildout and financing obligations Scaling multi-billion-dollar infrastructure in a hardware-constrained environment leaves little room for"
X Link @SergeyCYW 2025-10-14T14:58Z 8914 followers, XXX engagements

"$EOSE (Eos Energy Enterprises) Eos Energy manufactures zinc-based battery storage systems connecting to electrical grids pivoting toward AI data center power solutions. The company signed an initial memorandum of understanding with a large-scale data center developer in May 2025 with CEO Joe Mastrangelo confirming data center agreements represent approximately XX% of potential deals. Stock surged over XXX% in the past year as power-hungry AI facilities drive battery demand. Q2 2025 revenue reached $XXXX million nearly matching full-year 2024 sales with shipments climbing 122%"
X Link @SergeyCYW 2025-10-13T14:47Z 8913 followers, 2353 engagements

"$IOT Balance Sheet: Total debt stands at $77M while Samsara holds $702M in cash and cash equivalents exceeding its total debt and ensuring a healthy balance sheet reflects a virtually debt-free balance sheet"
X Link @SergeyCYW 2025-10-07T11:04Z 8907 followers, XXX engagements

"$TTD The Trade Desk: Set for a $X Trillion Market Yet Crushed XXXX% from Highs The Trade Desk has long been seen as the premier independent DSP a neutral alternative to the walled gardens of Google and Amazon. The global advertising market is closing in on $X trillion and connected TV alone is forecast to grow at XXXX% CAGR hitting $31.5B by 2027. Few companies are better positioned to capture this shift. After a weak Q4 2024 miss of -XXX% the company roared back with a record +7.1% Q1 2025 beat restoring confidence. But momentum cooled in Q2 with only a XXX% beat and a cautious Q3 outlook."
X Link @SergeyCYW 2025-09-18T14:04Z 8908 followers, 7718 engagements

"@StockSavvyShay $MELI valuation by multiples looks attractive MercadoLibre dominates the LATAM market"
X Link @SergeyCYW 2025-10-11T14:27Z 8913 followers, 5887 engagements

"Nebius Lands $19B Microsoft Deal Emerging Powerhouse in GPU-as-a-Service Nebius Group $NBIS is quickly becoming one of the most significant players in the GPU-as-a-Service market. Nebiuss multi-billion dollar agreement with $MSFT Microsoft announced in September 2025 is valued at up to $XXXX billion and cements its role as a dedicated infrastructure provider for large-scale AI workloads. The deal alone is expected to generate $XXXX billion through 2031 with revenue set to grow +215% YoY in 2026 highlighting extraordinary operational momentum"
X Link @SergeyCYW 2025-10-14T14:58Z 8914 followers, 2394 engagements

"$IOT Samsara has established commanding market leadership positions across numerous IoT and connected operations categories. G2's Summer 2025 Report awarded Samsara the No.1 Leader position in Fleet Management marking another consecutive recognition based on thousands of verified user reviews. The company uniquely leads three critical categories simultaneously: Fleet Management Fleet Tracking and Video Surveillancean achievement no other platform has replicated"
X Link @SergeyCYW 2025-10-08T12:04Z 8914 followers, XX engagements

"$IOT Samsara Partners with First Student to Equip 46000 Buses with AI-Powered Safety Tech Scale like this doesnt just drive top-line growthit deepens margin resilience. Every additional fleet onboarded strengthens Samsaras recurring revenue base while expanding the moat around its Connected Operations Platform. Efficiency gains from AI automation and fuel savings compound into stronger economics for customers creating sticky adoption and durable growth for Samsara. But is rapid global expansion in transit and safety solutions exposing Samsara to higher integration and support costs that could"
X Link @SergeyCYW 2025-09-29T13:59Z 8895 followers, 1528 engagements

"A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $SHOP $ETSY $JMIA. Fairly valued: $GLBE $SE $PINS Trading below average valuation: $CVNA $MELI $CPNG"
X Link @SergeyCYW 2025-10-06T10:56Z 8905 followers, XXX engagements

"$CPNG Coupang dominates South Korea through vertically integrated logistics supporting same-day and overnight delivery while expanding into Taiwan and new verticals. Q2 2025 revenue grew XX% driven by Product Commerce margin expansion. With XX million active shoppers its ecosystemRocket Delivery Fresh groceries FLC marketplace Eats and Playanchors engagement. WOW membership mirrors Prime bundling fast shipping and streaming. Infrastructure investment builds formidable barriers enabling leadership in a $XXX billion retail market. Shares hit new highs in mid-2025 with YTD gains over 38%"
X Link @SergeyCYW 2025-10-06T10:57Z 8921 followers, XXX engagements

"How AppLovin Makes Money: AI Scale and Data Flywheels $APP AppLovin runs one of the largest AI-driven adtech ecosystems in the world. Its AXON and MAX platforms power a massive marketplace that matches advertisers and publishers in real time. Every ad served every click tracked and every conversion predicted feeds the data engine that drives the next campaign. But can valuation multiples north of 35x EV/Sales stay justified if ad spend growth cools 🧵👇"
X Link @SergeyCYW 2025-10-08T14:28Z 8913 followers, 6776 engagements

"How $APP makes money: $1259.0M rev (+77.1% YoY +8.6% QoQ) GM (87.7% +13.8 PPs YoY)🟢 Operating Margin (76.1% +39.9 PPs YoY)🟢 FCF Margin (61.0% +19.8 PPs YoY)🟢 Net Margin (65.1% +36.4 PPs YoY)🟢 EPS $2.40🟢"
X Link @SergeyCYW 2025-10-07T11:31Z 8893 followers, 1480 engagements

"$IOT Samsara Q2'25 Results: $391.5M rev (+30.4% YoY +6.7% QoQ) beat est by XXX% GM* (78.1% +1.2 PPs YoY) Operating Margin* (15.2% +9.4 PPs YoY) FCF Margin (11.3% +6.9 PPs YoY) Net Margin (-4.3% +7.8 PPs YoY) EPS* $XXXX beat est by 71.4%🟢 non-GAAP Key Metrics ➡NRR $10K+ ARR XXX% (115% LQ) ➡ARR $1.64B (+29.8% YoY +105 net new ARR)🟡 ➡Billings $426M (+27.2% YoY)🟡 Customers ➡2771 $100k+ customers (+30.7% YoY +133) Operating expenses S&M/Revenue XXXX% (-4.9 PPs YoY) R&D*/Revenue XXXX% (-2.5 PPs YoY) G&A*/Revenue XXXX% (+0.0 PPs YoY) Quarterly Performance Highlights Net New ARR $105M (+18.6%"
X Link @SergeyCYW 2025-09-05T03:24Z 8910 followers, 2892 engagements

"AI Clouds Are Becoming the Fastest-Growing Layer of the Cloud Economy The AI-Cloud market is expanding at breakneck speed powered by the global shortage of GPU capacity and surging enterprise demand for model training and inference. Analysts project GPU-as-a-Service revenues to exceed $XX billion by 2030 with growth rates ranging between XX% and XX% CAGRa pace unmatched by any other cloud segment. The economics are shifting fast. AI clouds deliver 2550% cost savings on infrastructure budgets compared to hyperscalers while the Uptime Institute estimates another XXX% margin improvement through"
X Link @SergeyCYW 2025-10-13T14:47Z 8921 followers, 76.8K engagements

"How $DUOL Duolingo makes money: $252.3M rev (+41.5% YoY +9.3% QoQ) GM* (72.4% -XXX PPs YoY)🟡 Operating Margin* (29.7% +2.9 PPs YoY)🟢 FCF Margin (34.2% +2.4 PPs YoY) Net Margin (17.7% +4.1 PPs YoY)🟢 EPS* $XXXX 🟢 *non-GAAP"
X Link @SergeyCYW 2025-10-10T11:44Z 8913 followers, 1484 engagements

"$GOOGL Google Revenue by Segment: ➡Search $54190M (+11.7% YoY XXXX% of Rev) ➡YouTube ads $9796M (+13.1% YoY XXXX% of Rev) Network $7354M (-1.2% YoY XXX% of Rev) ➡Advertising $71340M (+10.4% YoY XXXX% of Rev) Google subscriptions $11203M (+20.3% YoY XXXX% of Rev) ➡Services $82543M (+11.7% YoY XXXX% Op Margin XXXX% of Rev) Google Cloud $13624M (+31.7% YoY XXXX% Op Margin XXXX% of Rev) ➡Other Bets $373M (+2.2% YoY -XXXXX% Op Margin XXX% of Rev)"
X Link @SergeyCYW 2025-10-10T14:15Z 8808 followers, 1794 engagements

"$MELI: Latin Americas E-Commerce & Fintech Powerhouse Trading at Attractive Valuation MercadoLibre remains the leading e-commerce and fintech ecosystem in Latin America compounding advantages across marketplace payments logistics credit and ads. Execution is visible in the numbers: commerce items sold up strongly and GMV growth re-accelerating while fintech revenue outpaced the group with healthy take-rate and rising active users. Credit momentum is intact with a larger book and improving short-term delinquencies; 5090 day NPLs dipped below X% signaling tighter risk controls and better"
X Link @SergeyCYW 2025-10-13T11:59Z 8921 followers, 8156 engagements

"$ETSY Etsy connects XX million buyers with millions of artisans offering handmade and vintage goods. Its brand stands for authenticity and small business empowerment. Q1 2024 GMS fell XXX% YoY to $XXX billion reflecting category saturation. Management responded by tightening handmade compliance and introducing Creativity Standards to restore product integrity. Streamlining listings elevated user experience reinforcing Etsys original value propositionhuman creativity and craftsmanship in a digital marketplace"
X Link @SergeyCYW 2025-10-06T10:57Z 8910 followers, XXX engagements

"$AMZN Amazon remains the anchor of global e-commerce capturing XXXX% of U.S. online retail sales in 2024. Prime membership exceeds XXX million binding users through bundled content and delivery benefits. Third-party sellers contribute over XX% of retail GMV expanding selection and fee-based monetization. Advertising is forecast to rise XXXX% in 2025 to $XXXXX billion cementing Amazon as an ad powerhouse rivaling Google and Meta. AI drives logistics pricing and personalization while its customer-obsession culture sustains high retention and operational efficiency"
X Link @SergeyCYW 2025-10-06T10:57Z 8896 followers, XXX engagements

"$NFLX Flywheel Accelerates But Is It Enough to Justify a Premium Valuation Netflixs revenue growth accelerated to +15.9% YoY and management guides to further acceleration in Q3. Profitability hit new heights with a record XXXX% operating margin while ads are on pace to roughly double and product velocity ramps across a revamped UI live events and strategic AI. Market position remains formidable21% U.S. SVOD share XXX% of U.S. TV viewingbacked by a deep slate and $18B content spend. The runway is massive with a TAM of 700M1B households and buybacks continue to tighten the share count."
X Link @SergeyCYW 2025-10-14T11:59Z 8913 followers, 1449 engagements

"@StockSavvyShay Long $AXON. In Q2 Retention at XXX% Software & Services revenue grew +40% YoY with a high gross margin of 76%"
X Link @SergeyCYW 2025-10-04T14:34Z 8913 followers, 4798 engagements

"$NBIS AI Infrastructure Leadership Nebius positions itself as one of the fastest-scaling independent AI infrastructure providers globally bridging the gap between hyperscalers and emerging AI cloud entrants. The companys one-gigawatt power roadmap deep integration with NVIDIA and advanced software stack have established it as a credible platform for both AI labs and enterprise workloads. The management reiterated its mid-term goal of achieving multi-billion-dollar annual revenue within the next few years. This forecast excludes potential hyperscaler or frontier AI lab contracts which are"
X Link @SergeyCYW 2025-10-09T14:26Z 8914 followers, 34.9K engagements

"$IREN Iren Limited evolved from renewable-powered Bitcoin mining into dual-engine growth: crypto operations and AI cloud services powered by XXX% renewable energy with $501M revenue and 23000 GPUs following $674M in NVIDIA and AMD hardware procurement. It operates XXX GW of grid-connected power across 2000+ acres in North America. The Horizon X facility in Texas adds XX MW liquid-cooled GPU capacity in Q4 2025 while Sweetwater X expands to XXX GW by April 2026 targeting over 60000 NVIDIA GB300 GPUs. IRENs vertically integrated modelfrom site development to operationsruns entirely on hydro"
X Link @SergeyCYW 2025-10-06T14:03Z 8893 followers, XXX engagements

"Over the past year $IOT Samsara has significantly improved its margins: Gross Margin rose from XXXX% to 78.1%. Operating Margin increased from XXX% to 15.2%. FCF margin increased from XXX% to 11.3%"
X Link @SergeyCYW 2025-10-07T11:04Z 8872 followers, XXX engagements

"Independent research firm IDC published a comprehensive business value study in June 2024 quantifying $IOT Samsara's customer impact. Organizations using Samsara realized average annual benefits worth $XXXX million per organization translating to an XXX% return on investment. Customers reduced overall vehicle fleet operating costs by X% achieved XX% fewer crashes extended vehicle lifespan by XX% lowered fuel costs by X% and reduced maintenance costs by 9%"
X Link @SergeyCYW 2025-10-08T12:04Z 8908 followers, XXX engagements

"$MELI MercadoLibre dominates Latin American digital commerce through an integrated ecosystem spanning marketplace fintech logistics and advertising. Over XX% of Latin American retail remains offline creating vast headroom as e-commerce volume is projected to reach $X trillion by 2027 at a XX% CAGR. In Q2 2025 commerce revenue rose XX% YoY to $XXX billion with GMV at $XXXX billion fueled by Argentinas XXX% surge and Mexicos continued strength. Advertising grew XX% FX-neutral as display penetration deepened. Scale efficiency lifted EBIT margin to XXXX% reflecting leverage across its expanding"
X Link @SergeyCYW 2025-10-06T10:56Z 8703 followers, XXX engagements

"@mvcinvesting Analysts forecasting the highest revenue growth for $DLO at +27% in 2026"
X Link @SergeyCYW 2025-10-08T13:29Z 8914 followers, 5436 engagements

"How $AVGO Broadcom Makes Money: record margins and accelerating profit growth Broadcom is firing on all cylinders. Revenue climbed XXXX% YoY in Q225 to $15B led by semiconductor demand and double-digit expansion in software. Operating income surged nearly XX% YoY pushing the operating margin to XX% up more than XX points. Net income jumped XXX% lifting net margin to 33%. Free cash flow reached $6.4B a XX% marginrare territory for a hardware-driven company. Gross margin hit XX% up X points from last year proving Broadcoms pricing power and efficient integration of high-value silicon and"
X Link @SergeyCYW 2025-10-11T13:26Z 8910 followers, 1959 engagements

"$IOT Samsara reported +30.4% YoY revenue growth in Q2 maintaining a high growth level. Based on guidance for the next quarter if the company beats by XXX% again as it did in Q2 Q3 revenue growth would reach XXXX% indicating a stabilization in growth. RPO growth accelerated to +38.0% outpacing revenue while cRPO growth slightly decelerated to +28.8%. Billings growth stabilized at +27.2% though it still trails revenue growth"
X Link @SergeyCYW 2025-10-07T11:03Z 8880 followers, XXX engagements

"Conclusion MercadoLibre $MELI remains a dominant player in Latin America seamlessly combining fintech and e-commerce and strengthening its leadership through high R&D investment logistics expansion and a growing credit portfolio. Valuation looks attractive supported by low Forward EV/Sales and reasonable Forward P/E multiples underpinned by a durable competitive advantage. Managements strategic focus on Argentina is clearly paying off following economic stabilization revenue in the region grew +77% YoY now accounting for XX% of total revenue. Mexico also continues to scale efficiently driven"
X Link @SergeyCYW 2025-10-09T11:05Z 8909 followers, XXX engagements

"$IOT Samsara reported a Net Revenue Retention (NRR) of XXX% for customers with ARR over $10K"
X Link @SergeyCYW 2025-10-07T11:03Z 8872 followers, XXX engagements

"$CRWV (CoreWeave) CoreWeave provides specialized GPU cloud infrastructure as an "AI Hyperscaler" operating XX data centers with over 250000 NVIDIA GPUs across the United States United Kingdom Spain and Sweden. The company expanded its OpenAI partnership in September 2025 with a $XXX billion agreement bringing total OpenAI contract value to approximately $XXXX billion across deals announced in March May and September. CoreWeave powers OpenAI's most advanced next-generation model training and inference workloads. The company went public in March 2025 at $XX per share and surged XXX% to around"
X Link @SergeyCYW 2025-10-13T14:48Z 8913 followers, 1837 engagements

"$CIFR (Cipher Mining) Cipher Mining announced a landmark 10-year Google-backed agreement with Fluidstack in October 2025 to provide XXX MW of high-performance computing hosting at its new Barber Lake data center. The deal is expected to generate $X billion in revenue over the decade. Google backs $XXX billion of Fluidstack's lease obligations and receives warrants for approximately XXX% pro forma equity in Cipher. The company issued a $XXX billion zero-coupon convertible note to fund Barber Lake buildout marking aggressive capital deployment for HPC expansion. Stock surged XXXX% to 18.4%"
X Link @SergeyCYW 2025-10-13T14:48Z 8914 followers, 2032 engagements

"Netflix is increasing its share in the fast-growing Streaming platform market. $NFLX is up +71.1% over the past while S&P500 up just 11.8%. Is it overvalued Should you invest now Lets examine the valuation revenue growth rate by regions key metrics profitability and expenses. A short 🧵👇"
X Link @SergeyCYW 2025-10-13T10:52Z 8913 followers, 2401 engagements

"Beyond the quarter Zeta is building a durable predictable model: 20%+ organic revenue growth since IPO 8x free cash flow increase and over XXX brands onboarded. Acquisitions like Marigold expand into loyalty and email while unlocking EMEA growth. The upcoming Athena AI agent could redefine the marketing stack a single conversational layer connecting data campaigns and analytics. Zetas formula is simple but potent: compound 30%+ growth expand margins every quarter and ride the AI wave reshaping enterprise marketing. Execution keeps improving now the question is whether investors will get"
X Link @SergeyCYW 2025-10-13T16:03Z 8913 followers, XXX engagements

"Fleet managers rated $IOT Samsara highest for customer support and service the single most crucial factor in purchasing decisions with XX% of respondents considering it extremely or very important. Samsara achieved XX% satisfaction in support and service outperforming all competitors in the study including Geotab Motive and Lytx. Overall satisfaction reached XX% for Samsara compared to Geotab at XX% Motive at XX% and Lytx at 68%an eight percentage point lead over the nearest competitor"
X Link @SergeyCYW 2025-10-08T12:04Z 8882 followers, XX engagements

"Portfolio changes: Trim $SNOW $SHOP $MDB $ZS Add $APP $DUOL $MELI More detailed information on portfolio changes can be found here:"
X Link @SergeyCYW 2025-10-07T13:50Z 8921 followers, XXX engagements

"How $MELI makes money: $6790M rev (+33.8% YoY +14.4% QoQ) GM (45.6% -XXX PPs YoY)🟡 Operating Margin (12.2% -XXX PPs YoY)🟡 FCF Margin (38.7% +5.3 PPs YoY) Net Margin (7.7% -XXX PPs YoY)🟡 EPS $10.31"
X Link @SergeyCYW 2025-10-06T11:57Z 8921 followers, 1709 engagements

"$NBIS Nebius Q2: Hypergrowth with early EBITDA profitability; ARR raised to $900M$1.1B Margins are moving in the right direction. Core AI segment turned adjusted EBITDA positive ahead of guidancewhile GPU utilization ran near peak and AI infra revenue expanded more than 9x YoY. Operational discipline is showing up in the P&L even as scale accelerates"
X Link @SergeyCYW 2025-10-09T11:34Z 8914 followers, 6774 engagements

"$CRWD CrowdStrike Unveils Agentic Security Platform and Expands AI Detection & Response CrowdStrike is not just layering AI onto securityits rearchitecting the SOC itself. The launch of the Agentic Security Platform with an AI-ready data layer no-code agent builder and multi-agent orchestration points to a future where machine-driven detection and response scale far faster than human teams. That efficiency translates into margin expansion as enterprises consolidate spend and accelerate time-to-remediation on one unified platform"
X Link @SergeyCYW 2025-09-30T14:05Z 8918 followers, 1600 engagements

"$NFLX has slightly reduced operating expenses over the past two years by cutting S&M and G&A costs. S&M expenses decreased from X% to X% of revenue while R&D spending also declined slightly to X% still higher than S&M. The company continues to invest actively in future growth through ongoing product updates and innovation. G&A expenses are at X% and have slightly decreased"
X Link @SergeyCYW 2025-10-13T10:52Z 8893 followers, XX engagements

"@Beth_Kindig Great news for Cisco $CSCO"
X Link @SergeyCYW 2025-10-08T15:06Z 8776 followers, XXX engagements

"Samsara: Profitable growth meets scale But why Is the Stock Lagging S&P500 $IOT delivered revenue growth at +30.4% YoY in Q2 2025 RPO +38% and record $1M+ ARR wins signaling durable enterprise traction. Margins surged with operating margin hitting XXXX% and FCF margin XXXX% while valuation compressed below SaaS medianscreating quiet upside. Yet with GAAP margins still negative and SBC dilution at XX% can growth efficiency offset premium expectations"
X Link @SergeyCYW 2025-10-09T12:04Z 8818 followers, 1369 engagements

"$WULF (TeraWulf) TeraWulf operates dual subsidiaries WULF Mining for Bitcoin operations and WULF Compute for AI/HPC workloads pursuing a hybrid business model. Stock doubled from $XXXX to $XXXX over the past year. The company received Google backing for its pivot from pure Bitcoin mining to AI infrastructure hosting. TeraWulf provides energy solutions supporting Bitcoin mining alongside emerging AI and HPC data center services. The Maryland-based company benefits from existing power infrastructure and data center expertise positioning it to capture secular AI growth trends while maintaining"
X Link @SergeyCYW 2025-10-13T14:48Z 8914 followers, 1658 engagements

"$DOCN DigitalOcean DigitalOcean provides cloud infrastructure primarily for developers and small-to-medium-sized businesses. Although not exclusively a fintech company its services are critical for many fintech startups. For the first quarter of 2025 revenue increased by XX% year-over-year to $XXX million with net income rising XXX% to $XX million. The company's competitive edge is its simplicity predictable pricing and strong community support making it an accessible alternative to larger cloud providers"
X Link @SergeyCYW 2025-07-08T11:32Z 8710 followers, XXX engagements

"$TTD The Trade Desk: Positioned for a $X Trillion Market but is Growth Slowing Too Quickly Margins remain resilient. Adjusted EBITDA came in at $271M with a XX% margin supported by strong free cash flow of $117M. Operating leverage is visible as Kokai adoption accelerates and international growth sustains double-digit gains. CTV continues to expand as the fastest-growing channel with live-sports tooling and premium partnerships driving mix shift toward the open internet. But can revenue growth stabilize Q2 topped guidance by only XXX% and Q3 guidance implies a slowdown to +16.2% growth if the"
X Link @SergeyCYW 2025-09-17T16:01Z 8903 followers, 2478 engagements

"@StockSavvyShay $ALAB delivered strong fundamentals with +149% YoY revenue growth in Q2"
X Link @SergeyCYW 2025-10-02T12:34Z 8727 followers, 4661 engagements

"How IREN Makes Money From Bitcoin to the Backbone of AI Compute $IREN turned a volatile Bitcoin mining business into a powerhouse for AI infrastructure. FY25 marked a breakout year: 10x EBITDA growth record net income and cash flow strong enough to fund a massive pivot into high-demand AI cloud compute. The company expanded its grid-connected power to nearly X gigawatts and tripled data center capacity to XXX megawatts securing a unique position at the intersection of energy and compute. Margins are climbing fast operating margin improved XX points YoY EBITDA turned positive and free cash"
X Link @SergeyCYW 2025-10-13T11:57Z 8914 followers, 3945 engagements

"Samsara Expands With OEM-Integrated Telematics Samsara $IOT is accelerating adoption with Daimler Truck North America and Fontaine Modification through pre-delivery installation of AI Dash Cams Vehicle Gateways and Multicam systems. Subscriptions activate before delivery giving fleets immediate integration lowering overhead and ensuring OEM-level quality. With fleets turning over XX% annually this program scales multi-product adoption and positions Samsara as the default standard for OEM-integrated telematics"
X Link @SergeyCYW 2025-09-02T13:57Z 8801 followers, 1901 engagements

"$CVNA Carvana builds its moat through vertically integrated logistics and proprietary software uniting buying selling inventory and delivery. Its hub-and-spoke network places vehicles near customers enabling same-day delivery in cities and multi-day reach elsewhere. Centralized inventory offers selection unmatched by local dealers. Billions in fixed logistics infrastructure deliver economies of scale letting pricing reflect incremental rather than full costs. Operational integration minimizes deadhead miles while sourcing directly from retail customers provides a structural edge. Q1 2025"
X Link @SergeyCYW 2025-10-06T10:56Z 8704 followers, XXX engagements

"@PhotonCap $APP is fairly valued with high revenue growth. Id highlight $MNDY $DUOL and $RBRK as fast-growing and undervalued stocks"
X Link @SergeyCYW 2025-10-12T05:53Z 8914 followers, XXX engagements

"Portfolio Update Sep 2025 MTD: +2.5% YTD: +18.2% Holdings: X. $NET XXXX% X. $SNOW XXX% X. $CRWD XXX% X. $DDOG XXX% X. $SHOP XXX% X. $MELI XXX% X. $MNDY XXX% X. $ZS XXX% X. $NOW XXX% XX. $AXON XXX% XX. $MDB XXX% XX. $DUOL XXX% XX. $IOT XXX% XX. $APP XXX% XX. $TTD XXX% Historical performance (TWR): 2020: +110.2%(since 15.04.2020) 2021: +23.7% 2022: -XXXX% 2023: +57.3% 2024: +24.9% Cumulative: +143.7% 👉 Subscribe to my newsletter for a monthly portfolio review. Past recaps:"
X Link @SergeyCYW 2025-10-01T11:03Z 8921 followers, 5217 engagements

"E-commerce TAM set to hit $XXXXX trillion by 2030but can the sector maintain this growth curve Many leading names trade at stretched multiples while revenue acceleration begins to normalize. The top performers for 2026 $MELI +26% $CVNA +25% $GLBE +24% $SE +22% and $SHOP +22%set a high bar for execution. Meanwhile mature leaders such as $AMZN +10% show stability but slower velocity signaling the sectors gradual maturation"
X Link @SergeyCYW 2025-10-08T11:03Z 8913 followers, 19.7K engagements

"$CART Instacart evolved into a retail tech platform serving XX% of the U.S. online grocery market. Caper Carts launched at Wegmans in July 2025 use computer vision to automate checkout and integrate loyalty programs. Early pilots achieved NPS above XX. Retail media revenue is projected at $XXXX billion in 2025 expanding margins. FY2024 net income reached $XXX million on $XXXX billion revenue marking a profitability inflection. With R&D at XXXX% of revenue Instacart invests heavily in AI-enabled retail innovation"
X Link @SergeyCYW 2025-10-06T10:57Z 8897 followers, XXX engagements

"MercadoLibre: Dominant in LatAm E-Commerce and Fintech So Why Is the Stock Lagging $MELI is up only XX% over the past X months while S&P500 up 23%. Should you invest now Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇"
X Link @SergeyCYW 2025-10-09T11:04Z 8913 followers, 2463 engagements

"@nataninvesting $PYPL revenue growth accelerated to +5% YoY up from +1% in Q1 2025"
X Link @SergeyCYW 2025-10-08T13:05Z 8796 followers, XXX engagements

"E-commerce TAM set to hit $XXXXX trillion by 2030But Can Growth Sustain Across All Players Total Addressable Market (TAM) is forecast to reach $XXXXX trillion by 2030 rising from $XXXX trillion in 2024 reflecting a projected XX% CAGR from 2025 to 2030. The sectors scale and resilience remain unmatched powered by AI-driven personalization mobile-first adoption and an accelerating B2B digital transformation now expected to reach $XXXXX trillion by 2025 at XXXX% CAGR. Among publicly traded E-commerce companies analysts expect the strongest revenue growth in 2026 from: MercadoLibre $MELI at +26%"
X Link @SergeyCYW 2025-10-06T10:56Z 8905 followers, 1700 engagements

"AppLovins model thrives on AI leverage not headcount. Each ad dollar spent refines its algorithms widens its moat and compounds margin efficiency. The question now isnt whether it can scaleit's how much more profitable it can become while doing so"
X Link @SergeyCYW 2025-10-08T14:28Z 8875 followers, XXX engagements

"$RBRK Rubriks Hidden Growth Driver: The Role of Material Rights in Its Revenue Surge Rubrik posted Q2 with $310M in revenue up XX% year over year. Subscriptions made up $297M growing 55%. The Rubrik Security Cloud continues to anchor its modelrecurring enterprise-focused and scaling efficiently. Margins are expanding and free cash flow is positive. Few companies at this stage balance growth and cash generation this well. But how sustainable is that growth once the material rights effect fades Roughly seven percentage points of the reported growth came from non-recurring revenue tied to"
X Link @SergeyCYW 2025-10-13T15:32Z 8914 followers, 2718 engagements

"@fools_gd $IOT looks interesting margins have improved significantly and revenue growth remains strong and appears to have stabilized"
X Link @SergeyCYW 2025-10-07T15:41Z 8809 followers, XX engagements

"$S SentinelOne Crosses $1B ARR: Growth Fueled by Flex Purple AI and Platform Expansion SentinelOne reported ARR above $X billion (+24% YoY) with $53M in net new ARR revenue up XX% to $242M and international growth of 27%. Gross margin held at XX% operating margin turned positive at X% and net margin reached 5%marking the fifth straight profitable quarter. Growth was broad-based. The Singularity Flex model secured an eight-figure multinational deal spanning endpoint cloud AI SIEM Purple AI and hyperautomation. Purple AI posted triple-digit growth with attach rates above XX% and seven-figure"
X Link @SergeyCYW 2025-08-29T14:03Z 8882 followers, 3999 engagements

"Nielsen data confirms $NFLX leads all subscription video services by a wide margin with competitors capturing materially lower shares. The platform accounted for XXX% of total U.S. television viewing in August 2025 securing second place among all streaming platforms behind only YouTube. In July 2025 Netflix reached a record XXX% share building momentum from Junes XXX% when it ranked among the top three media companies for the first time. In June Netflix delivered the largest monthly share gain across all media rising XXX percentage points from May while total streaming time grew just 5.4%."
X Link @SergeyCYW 2025-10-14T14:02Z 8913 followers, 1447 engagements

"Can AI Agents Kill $MNDY SaaS Advantage Investors are nervous. $MNDY plunged XX% in August 2025 as fears of AI-driven disruption shook the entire Enterprise SaaS sector. $SAP SAP SE lost 40B in value from ATH. $CRM Salesforce is down XX% YTD. The narrative is brutal: AI agents could automate away traditional software. The risks are clear. Workflow automation could bypass project management platforms entirely. Cost competition looms as AI tools undercut pricing threatening the self-serve segment that makes up XX% of gross ARR. Googles AI Overviews have already triggered a XXXX% YoY drop in SEO"
X Link @SergeyCYW 2025-09-09T13:56Z 8921 followers, 3768 engagements

"@StockSavvyShay $GOOGL Gemini is a strong growth driver for Google Search and all segments showed accelerated revenue growth in Q2 compared to Q1. 💪"
X Link @SergeyCYW 2025-10-13T11:52Z 8913 followers, 1326 engagements

"$IOT Samsara trades at a Forward P/E of XXXX with revenue growth of XXXX% YoY in the last quarter. This forward P/E ratio is XXX times the anticipated revenue growth rate. The EPS growth forecast for 2026 is +21.4% with a P/E of XXXX resulting in a 2026 PEG ratio of XXX. That said Samsara only became non-GAAP profitable in 2023 and remains in the early stages of its growth story which partly justifies the premium valuation"
X Link @SergeyCYW 2025-10-07T11:03Z 8799 followers, XXX engagements

"Nvidia: AIs prime mover can margins stay aloft $NVDA extends its lead with +55.6% YoY revenue Data Center +56.4% and a surging $1T TAM by 2028 as hyperscaler CAPEX and Blackwell momentum compound advantage. Profit engine runs hot with XXXX% net margin and Forward P/E XX though EV/S XXXX screens rich. With early GM/Op margin slippage and export limits in play does dominance translate into durable comp-worthy returns"
X Link @SergeyCYW 2025-10-09T15:56Z 8818 followers, 1501 engagements

"Revenue hit $105.1M up XXX% YoY and XXX% QoQ. Momentum is translating into visibility with ARR guidance raised from $750M$1B to $900M$1.1B. Core business revenue guide held at $400M$600M signaling confidence in unit economics while keeping an execution buffer as capacity ramps. Group revenue guide remains $450M$630M"
X Link @SergeyCYW 2025-10-09T11:34Z 8913 followers, XXX engagements

"$BIGC BigCommerce rebranded under Commerce com in July 2025 achieved $XXX million ARR in Q2 2025 with enterprise clients making up 76%. Non-GAAP gross margin hit XX% and operating income turned positive at $X million versus a $XX million loss in 2022. Enterprise ARR rose from $XX million at IPO to $XXX million while operating cash flow improved to $XX million. The platforms B2B capabilitiesmulti-hierarchy structures CPQ tools and composable architecturedifferentiate it from closed systems positioning BigCommerce as a leader in AI-driven enterprise commerce"
X Link @SergeyCYW 2025-10-06T10:57Z 8910 followers, XX engagements

"$NBIS Nebius Group delivers full-stack AI infrastructure integrating large-scale GPU clusters and cloud platforms from hubs in Amsterdam and Finland with expansion into North America. A $19.4B partnership with Microsoft (September 2025) secured Nebius access to 100000 NVIDIA GB300 chips validating its position as a premier European neocloud provider. Spun out of Yandex in 2024 the Amsterdam-headquartered firm differentiates through vertical integration across hardware networking and software. Data centers in Iceland operate fully on renewable hydroelectric and geothermal power achieving 3.2"
X Link @SergeyCYW 2025-10-06T14:03Z 8906 followers, XXX engagements

"Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative"
X Link @SergeyCYW 2025-10-11T14:31Z 8910 followers, 1902 engagements

"$GLBE Global-e powers cross-border commerce by managing currency conversion local payments tax compliance and logistics. Its renewed three-year Shopify partnership strengthens long-term revenue visibility. With Shopifys XXX million merchants Global-e captures rising share of a $XXX trillion market. Q1 2025 GMV climbed XX% YoY to $XXXX billion revenue grew XX% to $XXX million proving resilience despite tariff headwinds. The platform localizes experiences reduces merchant costs and expands reach through partnerships with payment logistics and marketing providers reinforcing its role as the"
X Link @SergeyCYW 2025-10-06T10:56Z 8905 followers, XXX engagements

"$DOCN DigitalOcean launched GradientAI in July 2025 empowering developers to create GenAI agents using foundation models from major providers. It invested $42M in AI infrastructure and expanded its AI Partner Program at Deploy London 2025 targeting digital-native enterprises. Focused on simplicity DigitalOcean delivers scalable GPU instances and HPC infrastructure optimized for startups deploying AI without complex DevOps overhead"
X Link @SergeyCYW 2025-10-06T14:03Z 8739 followers, 2020 engagements

"@InvestingVisual Analysts forecast the highest revenue growth among the Magnificent X for 2026 from $NVDA +33% YoY"
X Link @SergeyCYW 2025-10-05T13:44Z 8809 followers, XXX engagements

"$IOT Samsara is trading at a Forward EV/Sales multiple of XXXX which is below its average of XXXX. Currently Samsara is valued below its historical average Forward EV/Sales level and has declined from a local peak of 22x back in March 2025"
X Link @SergeyCYW 2025-10-07T11:03Z 8893 followers, XXX engagements

"@StockSavvyShay Analysts forecast strong revenue growth for $IREN in 2026 +36% YoY highlighting continued momentum in the business"
X Link @SergeyCYW 2025-10-07T10:50Z 8801 followers, 2056 engagements

"$SE Sea Limiteds Shopee leads Southeast Asia and Brazil through integrated gaming e-commerce and digital finance. H1 2025 GMV rose XX% YoY driven by higher frequency and ad monetizationsellers using ads up XX% spend per seller up XX% lifting take rates by XX bps to 2%. Brazil exemplifies execution: logistics costs per order down XX% delivery times shorter by two days and monthly active buyers up 30%. E-commerce adjusted EBITDA reached $XXXXX million in Q2 2025 reversing a prior $XXX million loss proving margin scalability without compromising growth"
X Link @SergeyCYW 2025-10-06T10:56Z 8895 followers, XXX engagements

"Samsara $IOT posted a strong Q2 FY25: XX% YoY revenue growth a X% beat and clear signs of stabilization. Leading indicators firmed with RPO +38% ARR +29.8% record net new ARR and a push upmarket via record $1M+ ARR lands. Efficiency remains healthyNDR XXX% 21.7-month CAC paybackwhile product velocity shines with an RDI XXXX. Profitability trends improved including XX% operating margin and expanding gross margin. Valuation reset leaves EV/Sales 12.4x modestly below recent norms against a vast Connected Operations TAM and accelerating AI features. Yet billings trail revenue GAAP operating"
X Link @SergeyCYW 2025-10-07T13:58Z 8861 followers, 1262 engagements

"@mvcinvesting Analysts forecast +215% YoY revenue growth for $NBIS in 2026 one of the fastest expected growth rates across the sector"
X Link @SergeyCYW 2025-10-06T10:40Z 8809 followers, 6912 engagements

"$APLD (Applied Digital) Applied Digital operates blockchain data centers cloud services and HPC infrastructure with revenue mix shifting toward AI workloads. The company is building a XXX MW HPC data center in North Dakota with a letter of intent for XXX MW hyperscaler capacity. Current revenue composition includes approximately XX% digital asset mining (decreasing) XX% hosting services (increasing) and X% AI cloud services (increasing). Applied Digital announced in October 2025 an agreement with Macquarie Asset Management to execute hyperscaler deals. Craig-Hallum analyst George Sutton"
X Link @SergeyCYW 2025-10-13T14:48Z 8914 followers, 1435 engagements

"$TTD The Trade Desk announced Audience Unlimited a new data marketplace designed to make third-party data more effective and cost-efficient for advertisers. The platform uses AI to score thousands of segments across hundreds of providers removing cost complexity and enabling precision targeting at scale. Advertisers can now integrate all relevant data sources for a single inclusive cost avoiding traditional unpredictable a la carte pricing. Alongside the marketplace the company is introducing Koa Adaptive Trading Modes. - Performance Mode: full AI-driven co-pilot that dynamically optimizes"
X Link @SergeyCYW 2025-10-01T09:29Z 8908 followers, 2135 engagements

"@StockSavvyShay $TSM is one of the key players in AI revenue jumped XXXXX% YoY in Q2 2025"
X Link @SergeyCYW 2025-10-13T11:44Z 8913 followers, 2659 engagements

"Analysts forecast +27.3% revenue growth for $IOT in 2025 and +20.6% in 2026. Based on these projections the valuationusing the EV/Gross Profit multipleappears slightly undervalued compared to other SaaS companies. While the non-GAAP operating margin is positive the GAAP operating margin remains negative"
X Link @SergeyCYW 2025-10-07T11:03Z 8915 followers, XXX engagements

"@patientinvestt $MELI looks compelling with +33.8% YoY revenue growth in Q2 and a dominant position in e-commerce and fintech across LATAM"
X Link @SergeyCYW 2025-10-06T13:46Z 8921 followers, 6432 engagements

"$NBIS (Nebius Group) Nebius operates specialized AI cloud infrastructure providing GPU clusters for model training and inference. The company announced a multi-billion dollar agreement with Microsoft in September 2025 delivering dedicated capacity from its new Vineland New Jersey data center starting late 2025. The multi-year contract is projected to generate $XXXX billion through 2031 with optional expansions potentially reaching $XXXX billion total value. NVIDIA holds approximately XXX% equity in Nebius. Stock surged nearly XX% following the Microsoft announcement validating demand for"
X Link @SergeyCYW 2025-10-13T14:48Z 8913 followers, 2639 engagements

"$NET Cloudflare Launches NET Dollar a Stablecoin for AI-Driven Internet Payments This is more than a product launchits margin expansion in disguise. By embedding payments directly into the Internet Cloudflare positions itself at the center of agentic commerce. Stablecoin-enabled microtransactions open new revenue streams for developers creators and AI agents extending Cloudflares platform economics far beyond infrastructure. Growth here compounds as usage scales globally. But will regulators view Internet-native stablecoins as innovation or as risk potentially slowing adoption"
X Link @SergeyCYW 2025-09-29T14:56Z 8910 followers, 1459 engagements

"$IOT Samsara Beats Again and Scales Profitably But why Is the Stock Lagging S&P500 Samsara is down -XXX% YTD while S&P500 up +146%. Should you invest now Lets examine the valuation revenue growth rate key metrics profitability and expenses. A short 🧵👇"
X Link @SergeyCYW 2025-10-07T11:03Z 8909 followers, 2233 engagements

"Samsara: The trusted leader redefining connected operations $IOT commands the IoT landscape with No.1 rankings across Fleet Management Tracking and Video Surveillance earning top marks for customer satisfaction and service. An IDC study quantified an XXX% ROI and millions in annual savings for clients. Samsaras dominance is built on measurable impact and brand trust few can rival. Can competitors close the gap as the market expands 🧵👇"
X Link @SergeyCYW 2025-10-08T12:04Z 8913 followers, 1516 engagements

"AI is fueling the Magnificent 7s dominance Margins are expanding revenue growth remains robust and AI is becoming the defining tailwind. Analysts expect 2026 growth of +33% $NVDA +17% $TSLA +16% $META +14% $MSFT +11% $GOOGL +10% $AMZN +AAPL modest but steady. The Magnificent X index gained +38% in the past year easily outpacing the S&P XXX at +17%. NVIDIA is printing records with $41.1B in Q2 data center revenue up XX% YoY its CUDA moat now industry standard. Microsoft embeds AI across Office XXX Azure and Copilot locking enterprises deeper into its ecosystem. Meta rides 3.24B DAUs and"
X Link @SergeyCYW 2025-10-03T12:42Z 8814 followers, 2260 engagements

"$NBIS Nebius: Demand is running hot as enterprise adoption and AI partnerships surge Growth momentum is translating directly into customer traction. Enterprise adoption accelerated in Q2 with Cloudflare Process and Shopify joining Nebius expanding portfolio. Utilization ran at full capacity through the quarter a signal that demand continues to exceed supply and may stay that way into 2025. The real question is whether Nebius can scale infrastructure fast enough to meet that appetite without eroding margins. Oversold capacity is a great problemuntil it tests delivery. Shopify is integrating"
X Link @SergeyCYW 2025-10-10T15:13Z 8915 followers, 1664 engagements

"@FromValue $AXON is great company with NDR XXX% and Software & Services revenue grew +40% YoY with a high gross margin of 76%. I hold XXX% position"
X Link @SergeyCYW 2025-10-02T12:42Z 8880 followers, 1027 engagements