@hhhypergrowth muji @ hhhypergrowth
muji @ hhhypergrowth posts on X about $net, $crwd, $ddog, cloudflare the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Year [----------] +25%
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- [--] Week [--] +106%
- [--] Month [--] -68%
- [--] Months [---] +230%
- [--] Year [---] -4.60%
Followers: [------] #
- [--] Week [------] +0.59%
- [--] Month [------] +0.48%
- [--] Months [------] +0.03%
- [--] Year [------] -0.32%
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Social Influence
Social category influence stocks 61.9% technology brands 42.86% finance 18.1% social networks 1.9% cryptocurrencies 0.95% events 0.95% currencies 0.95% exchanges 0.95%
Social topic influence $net #37, $crwd 13.33%, $ddog 12.38%, cloudflare #133, ai 8.57%, $zs #27, $okta 7.62%, okta 7.62%, $snow 7.62%, growth 6.67%
Top accounts mentioned or mentioned by @cloudflare @stockmarketnerd @investalph @tiktokinvestors @vllmproject @nvidia @irenltd @hhhypergrowthstarts @jwangark @eshap @chamath @eastdakota @zatlyn @fintwitsummit @fromvalue @jaminball @quartrapp @iamminshawi @wallstengine @profkayafinance
Top assets mentioned Cloudflare, Inc. (NET) Crowdstrike Holdings Inc (CRWD) Datadog Inc (DDOG) Zscaler Inc (ZS) Okta Inc (OKTA) Snowflake Inc. (SNOW) Fastly, Inc. (FSLY) Confluent, Inc. (CFLT) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc (CRWV) Iris Energy Limited (IREN) Twilio, Inc. (TWLO) Microsoft Corp. (MSFT) SailPoint, Inc. (SAIL) Alteryx, Inc. (AYX) Palantir Technologies Inc. (PLTR) IBM (IBM) HashiCorp, Inc. (HCP) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) CyberArk Software Ltd. (CYBR) Palo Alto Networks Inc (PANW) Rubrik, Inc. (RBRK) Docusign Inc (DOCU) Zoom Video Communications Inc (ZM) Twitter Inc (TWTR) Roku, Inc. (ROKU) monday.com Ltd. (MNDY)
Top Social Posts
Top posts by engagements in the last [--] hours
"Today's free post is on the Layers of AI - a tech explainer into what is underlying this wave of Generative AI and LLMs. #AI #GenerativeAI #LLMs https://hhhypergrowth.com/layers-of-ai/ https://hhhypergrowth.com/layers-of-ai/"
X Link 2023-05-26T20:41Z 53.8K followers, 60.7K engagements
"Confluent $CFLT getting acquired $IBM . and seems very similar to HashiCorp $HCP arc before. IBM loves rolling up these open-source enterprise software companies once the growth peters out. Confluent and HashiCorp were both growing sub-20% at point of acquire. Felt like both went from founder-led exciting product to a sprawling and unfocused ops team and roadmap as they matured. So this outcome isn't surprising. Huge Jay Kreps fan as a dev (using Kafka and Confluent) but as an investor I felt like they needed new leadership a few years ago. I don't see either platform becoming more focused"
X Link 2025-12-08T19:02Z 53.8K followers, [----] engagements
"This seems important. SemiAnalysis InferenceMAX showing GPT OSS on Blackwell is 33% more tokens per $ in just [--] month thanks to the awesome work of @vllm_project and @nvidia SemiAnalysis InferenceMAX showing GPT OSS on Blackwell is 33% more tokens per $ in just [--] month thanks to the awesome work of @vllm_project and @nvidia"
X Link 2025-12-21T03:22Z 53.8K followers, 16.4K engagements
"this last month in premium: a five post in-depth look at Nebius $NBIS a deep dive into its strategy whale deals strengths & weaknesses buildouts hints at future capacity GTM cloud stack and a walk thru earnings over the TTM https://twitter.com/i/web/status/2009033303219687501 https://twitter.com/i/web/status/2009033303219687501"
X Link 2026-01-07T22:44Z 53.8K followers, [----] engagements
"i don't toot my horn much but i feel like i've written some good in-depth research pieces on CoreWeave and Nebius $CRWV $NBIS over the past month and how to read the signs for costs turning into revenue. sign up to Premium to see. a lot better entry prices of late this week in premium: after my multi-part deep dive into CoreWeave $CRWV in November now comes my multi-part deep dive into Nebius $NBIS $IREN coming soon this week in premium: after my multi-part deep dive into CoreWeave $CRWV in November now comes my multi-part deep dive into Nebius $NBIS $IREN coming soon"
X Link 2025-12-18T06:00Z 53.8K followers, [----] engagements
"Monday $MNDY down 22% on Q425 numbers * Rev sub-25% guided FY26 to 18.7% . ongoing top line slow down continues * FCF getting impacted fell -12pp sequentially * every NRR measure dropped -1pp . not good after this had been correcting over last 5Qs * big custs getting bigger as one of the only bright spots; big net new adds to custs50K over last 5Qs record net new custs100K Rule of [--] on FCF a low https://twitter.com/i/web/status/2020927698609090884 https://twitter.com/i/web/status/2020927698609090884"
X Link 2026-02-09T18:28Z 53.8K followers, 11.7K engagements
"Databricks out here growing over 65% YoY. Still not public. Today we announced Databricks Q4 results: * Surpassing $5.4B revenue run-rate growing 65% year-over-year * Delivering positive free cash flow over the last [--] months * Crossing $1.4 billion revenue run-rate for our AI products Databricks is also completing investments in the https://t.co/FcVv0qiNff Today we announced Databricks Q4 results: * Surpassing $5.4B revenue run-rate growing 65% year-over-year * Delivering positive free cash flow over the last [--] months * Crossing $1.4 billion revenue run-rate for our AI products Databricks"
X Link 2026-02-09T18:29Z 53.8K followers, [----] engagements
"Datadog $DDOG with a strong Q and FY guide. * Revenue +29.2% 3rd Q of reaccel after hitting +24.6% last Q1 * Op margin 24.2% rebounded from 20% * FCF margin 30.5% rebounded from 20% but TTM slowed to 26.7% * Unfortunately the coming Q1 is their seasonally weakest but they guided to +0.8% seq vs +0.4% and +0.2% the prior [--] years * FY26 guide starts at +19.6% stronger than the +19.0% they started FY25 at * massively strong custs1M growth at +30.5% yoy * huge rebound in custs100K +19.4% record net new of [---] (an increase from last Q's record 210) * NRR went from mid-110% now back to "nearly""
X Link 2026-02-10T17:33Z 53.8K followers, [----] engagements
"my old friend Fastly $FSLY is up +71% today by proving it still exists"
X Link 2026-02-12T20:50Z 53.8K followers, 10K engagements
"Anthropic has 10x'd revenue run rate over the past year from $1B+ to now $14B Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg"
X Link 2026-02-12T21:22Z 53.8K followers, [----] engagements
""We will be capacity constrained for the next couple of years" - AWS CEO Holy smokes BULLISH $AMZN. Even with all of this investment my best estimate is that we will be capacity constrained for the next couple of years. We will sell EVERY SINGLE server and every single bit and we will wish that we had more Matt Garman AWS CEO $AMZN https://t.co/j5NT9AU1Aq Holy smokes BULLISH $AMZN. Even with all of this investment my best estimate is that we will be capacity constrained for the next couple of years. We will sell EVERY SINGLE server and every single bit and we will wish that we had more Matt"
X Link 2026-02-13T19:13Z 53.8K followers, 12.4K engagements
"Zscaler's $ZS Q1 report showed a reacceleration in the top line (+20.7% rising to over +25% from Q4 to Q1) but that is entirely from its acquisition of MDR provider Red Canary that closed on the first day of quarter. Red Canary previously reported having $140M in ARR in March aka $35M a quarter. Adjusting that out of Q126 results changes it from +25.5% YoY growth to +19.9% . implying a continued slowdown in their core business. Apparently an acquisition adding 4.6% to revenue results in "don't believe. are material" and YoY organic growth going from +20.7% to +19.9% seq means "organic growth"
X Link 2025-12-08T21:30Z 53.8K followers, [----] engagements
"today in premium: a look at AppLovin's big pivots over the past few years and how their e-commerce shift impacts their flywheels $APP"
X Link 2026-01-30T22:13Z 53.8K followers, [----] engagements
"is it a good sign that $IREN 's website is down after their 17% drop today maybe @IREN_Ltd needs to call @cloudflare"
X Link 2026-02-04T22:22Z 53.8K followers, [----] engagements
"this week in premium: a deep dive into IREN and a look at its Q226 earnings from last night $IREN and of interest to $CRWV $NBIS $MSFT $NVDA and other neoclouds hyperscalers and cryptomining-to-AI plays"
X Link 2026-02-06T23:20Z 53.8K followers, [----] engagements
""ai dot com" website appeared 2/6 shows ad in SuperBowl to get credit card number to "claim your handle (username)" Crypto guys (no AI background) buys https://t.co/UKlNob2Io4 for $70M Burns $10M on a Super Bowl ad Slogan: "Accelerating the arrival of AGI" Turns out its just a thin OpenClaw wrapper Asks for your credit card right away just to "claim a handle" Website looks like a cheap https://t.co/v2Swx8yLjz Crypto guys (no AI background) buys https://t.co/UKlNob2Io4 for $70M Burns $10M on a Super Bowl ad Slogan: "Accelerating the arrival of AGI" Turns out its just a thin OpenClaw wrapper"
X Link 2026-02-10T16:38Z 53.8K followers, [----] engagements
"Nebius $NBIS acquired Tavily a web search layer for agentic AI. This will be tied into Token Factory inference-as-a-service layer. https://nebius.com/newsroom/nebius-announces-agreement-to-acquire-tavily-to-add-agentic-search-to-its-ai-cloud-platform https://nebius.com/newsroom/nebius-announces-agreement-to-acquire-tavily-to-add-agentic-search-to-its-ai-cloud-platform"
X Link 2026-02-10T17:31Z 53.8K followers, [----] engagements
"today's premium piece looks at Rubrik's Q3 results and massive move into agentic AI monitoring and control $RBRK and of interest to $AMZN $MSFT $GOOG $CRWD $OKTA $SAIL $CYBR $PANW"
X Link 2025-12-05T20:49Z 53.5K followers, [----] engagements
"@invest_alph @StockMarketNerd that was stellar. but also look at customer growth and large custs growing +42% and huge rebound in NRR"
X Link 2026-02-13T19:12Z 53.8K followers, [---] engagements
"@StockMarketNerd @invest_alph margins impacts aren't a worry look at how margins impacted by free users shifting to paid under GAAP (S&M to COGS) . this is an accounting shuffling"
X Link 2026-02-13T20:48Z 53.8K followers, [---] engagements
"this week in premium: after my multi-part deep dive into CoreWeave $CRWV in November now comes my multi-part deep dive into Nebius $NBIS $IREN coming soon"
X Link 2025-12-17T21:08Z 53.8K followers, 16.6K engagements
"also of interest to $CRWV $IREN $MSFT $NVDA $META"
X Link 2026-01-07T22:44Z 53.8K followers, [----] engagements
"PS this was after my [--] part series on CoreWeave $CRWV last month"
X Link 2026-01-07T22:48Z 53.8K followers, [----] engagements
"more from the CEO on what is driving their success https://x.com/alighodsi/status/2020904120237031660 I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short https://x.com/alighodsi/status/2020904120237031660 I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our"
X Link 2026-02-09T18:30Z 53.8K followers, [----] engagements
"article here: don't know if you've noticed but i am making more of my top-of-page content public in my premium content https://hhhypergrowth.com/premium-rubrik-q326/ https://hhhypergrowth.com/premium-rubrik-q326/"
X Link 2025-12-05T22:14Z 53.8K followers, [----] engagements
"today's free post: a deep dive into Netskope $NTSK at IPO and its shifts into SSE/SASE also of interest to $RBRK $ZS $NET $FTNT $PANW $CYBR $OKTA $SAIL $CRWD $S https://hhhypergrowth.com/a-look-at-netskope/ https://hhhypergrowth.com/a-look-at-netskope/"
X Link 2025-12-08T23:13Z 53.8K followers, [----] engagements
"Ohhhh if anyone wants to get me a late Christmas present this looks sweeeeeet BIG news. The world's first 52" 6K Monitor is here. If you love big displays this is for you https://t.co/8s9WjfUXOc BIG news. The world's first 52" 6K Monitor is here. If you love big displays this is for you https://t.co/8s9WjfUXOc"
X Link 2026-01-07T22:55Z 53.8K followers, [----] engagements
"Fastly $FSLY continues to disappoint on completely ignoring its land motion. They added [--] net new customers over the last year. Fun fact Fastly added more large customers than it did overall customers in a year (+32 vs +31). At least they are no longer shedding customers like in FY24. But you won't know because they aren't going to report it anymore. https://twitter.com/i/web/status/2022427379570745531 https://twitter.com/i/web/status/2022427379570745531"
X Link 2026-02-13T21:47Z 53.8K followers, [----] engagements
"today in premium: Cloudflare's stellar Q4 its GTM revamp and rise of agentic AI and a look at Fastly's Q4 too $NET $FSLY"
X Link 2026-02-13T22:27Z 53.8K followers, [----] engagements
"I recently chatted w the CCM dynamic duo if you want to hear my current thoughts on the cyber edge. discussed $CRWD v $ZS and $NET v $FSLY. (Recorded last week during that fun massive drop on all hypergrowth SaaS.) This week on Chit Chat Money - Interview with @hhhypergrowthš(starts at 18:35) - Cyber security $CRWD vs. $ZS - Edge computing $FSLY vs. $NET - Brett & Ryan talk Spotifys acquisition and Doordash S-1 Spotifyā” https://t.co/fKWKBW0H8n Appleā” https://t.co/8EgcSH7RJ1 This week on Chit Chat Money - Interview with @hhhypergrowthš(starts at 18:35) - Cyber security $CRWD vs. $ZS - Edge"
X Link 2020-11-17T18:21Z 53.8K followers, [---] engagements
"It's been a busy summer for $CRWD $FSLY $DDOG $NET $DOCU $ZM $TWLO and more. Let's catch up. https://hhhypergrowth.com/catching-up/ https://hhhypergrowth.com/catching-up/"
X Link 2020-11-23T20:42Z 53.8K followers, [---] engagements
"Fun fact: all [--] companies I covered in depth in the latter half of my Flavors of Security series a year ago announced earnings today. All of them knocked it out of the park. Coincidence I DON'T THINK SO. $CRWD $ZS $OKTA $ESTC https://hhhypergrowth.com/flavors-of-security/ https://hhhypergrowth.com/flavors-of-security/"
X Link 2020-12-03T05:23Z 53.8K followers, [---] engagements
"I talked to ARK Invest about $SNOW $AYX $CLDR Databricks and more to discuss where data analytics has been and is going. Thanks @jwangARK for the great questions that I felt weaved a good story about Data and Analytics players. FYI EP85 is live This week @hhhypergrowth joins the podcast to talk about big data and the future of analytics. In this episode we'll also cover Snowflake how it compares to its competitors and much more. Listen https://t.co/n0KryCRZLw https://t.co/jfa9draNYL FYI EP85 is live This week @hhhypergrowth joins the podcast to talk about big data and the future of analytics."
X Link 2020-12-04T20:36Z 53.8K followers, [---] engagements
"C3 AI $AI IPO just hit the wire. All the potential of $PLTR w none of the heavy implementation plus a cloud based $AYX tool for data prep. The market of course is overreacting"
X Link 2020-12-09T17:13Z 53.8K followers, [---] engagements
"AWS re:Invent keynote: More data will be created in the next [--] years than in the prior [--] years combined. - IDC"
X Link 2020-12-09T21:04Z 53.8K followers, [---] engagements
"All green days scare me more than all red days. I am not sure why"
X Link 2020-12-16T21:15Z 53.8K followers, [---] engagements
"This is that day we get every few months where the financial world realizes cybersecurity is of the utmost import. $CRWD $NET $ZS $OKTA all providing crucial pieces"
X Link 2020-12-18T18:34Z 53.8K followers, [---] engagements
"Cloudflare $NET has had a busy year making huge strides in being at the nexus of Edge Networks and Zero Trust. I am very impressed with how Cloudflare One combines with CNI to make Cloudflare the one enterprise network to rule them all. Read more: https://hhhypergrowth.com/flare-ups/ https://hhhypergrowth.com/flare-ups/"
X Link 2020-12-23T05:09Z 53.8K followers, [----] engagements
"2021 Media Universe from @eshap on LinkedIn showing major studios content providers telcom and gaming players in US. One immediate takeaway - $TWTR is not doing this whole "business" thing right"
X Link 2020-12-29T20:03Z 53.8K followers, [---] engagements
"Resolution: Greatly improve the security and privacy of the network traffic from your home network and device with a few simple steps. I follow @Cloudflare for their enterprise solutions but they help us consumers out too. And a lot of it is free. A thread. /1"
X Link 2021-01-02T19:46Z 53.8K followers, [---] engagements
"Blink and you might have missed it. $DDOG decided to go beyond observability and SIEM. and pivoted to become an actual cybersecurity service. Now doing server and container threat detection. $CRWD s turf. https://www.datadoghq.com/blog/datadog-runtime-security/ https://www.datadoghq.com/blog/datadog-runtime-security/"
X Link 2021-01-05T16:28Z 53.6K followers, [---] engagements
"Did you feel that It almost feels like Twitter and Apple Store and Google Play all just got a little bit better"
X Link 2021-01-09T01:01Z 53.8K followers, [---] engagements
"Hints about something coming down the pipe. I think the clue from @chamath about "best SaaS company i've ever seen" is related to the platform's purpose not just the SaaS metric comparison. But 154% and accellerating Color me interested. Im finalizing an investment in and will be leading their PIPE so it will soon be public. Best SaaS company Ive ever seen/invested in - and as a public company it will comp per the table and chart below. One-pager to come soon. https://t.co/Xqnf3ttPKU Im finalizing an investment in and will be leading their PIPE so it will soon be public. Best SaaS company Ive"
X Link 2021-01-21T19:03Z 53.8K followers, [---] engagements
"Cloudflare $NET makes new feature (Waiting Room edge-based web app queuing system using Workers and Durable Objects) immediately makes it free for vaccine distribution in Project Fair Shot. Thanks @Cloudflare signed Humanity Introducing Project Fair Shot: Ensuring COVID-19 Vaccine Registration Sites Can Keep Up With Demand. https://t.co/IDlIufcUjl Introducing Project Fair Shot: Ensuring COVID-19 Vaccine Registration Sites Can Keep Up With Demand. https://t.co/IDlIufcUjl"
X Link 2021-01-22T16:14Z 53.8K followers, [---] engagements
"Re-reviewing $FSLY Fastlys Q4 guidance of 81-84M. Removing SigScis likely 8M contrib means 73-76M. Q419 was 59M so they guided to 24-29% organic growth. To organically match their last YoY of 42% in Q3 they need 92M in Q4. Tall lift but it is holiday traffic so š¤·š»ā"
X Link 2021-01-24T16:18Z 53.8K followers, [---] engagements
"Everything is fine and normal"
X Link 2021-01-26T22:39Z 53.8K followers, [---] engagements
"I know Twilio $TWLO is still owned by many a SaaS investor as it remains a crucial building block for app dev. While great to see reaccelerating revenue the poor gross margin (being a middle-man in communications) is growing worse. No sign of operational leverage"
X Link 2021-01-29T04:45Z 53.8K followers, [---] engagements
"Know what I need to see in my investments PROOF of execution. No room for the added risk of turnarounds and executional problems and pipe dreams. This stance has greatly improved my batting avg and overall success over past few years. The companies I discuss execute now"
X Link 2021-01-31T18:46Z 53.8K followers, [---] engagements
"Since tens of people have been asking: I am currently $CRWD 28% $NET 20% $DDOG 12% $ZM 12% $ROKU 7% $OKTA 6% $ZS 5% $SE 5% $SNOW 4%. $DOCU and $PTON just exited back to watch list. $U came and went. $ZS just reentered"
X Link 2021-02-02T15:05Z 53.8K followers, [---] engagements
"I would like to formally announce I have purchased [--] share of $TWTR"
X Link 2021-02-02T16:06Z 53.8K followers, [---] engagements
"Hey did anyone notice SaaS was a little popular today"
X Link 2021-02-02T21:46Z 53.8K followers, [---] engagements
"Lots of excitement over headline numbers but Digital Turbine $APPS did NOT grow +146%. They grew 88.7M plus 31.7M from major acquisition last yr (they are about to lap in 2Qs). Adjusting that out is +58% organic. Which yes is impressive acceleration from +50% last Q"
X Link 2021-02-04T15:16Z 53.8K followers, [---] engagements
"Very pleased with $DDOG results. As reminder YoY results always going to be muted by the difficult Q2. +56% might seem disappointing at first but QoQ growth has been ramping back to 15% Prior Qs before Q2 were 15-18% QoQ.) $DDOG is fully back to its prior growth šÆ"
X Link 2021-02-12T01:57Z 53.8K followers, [---] engagements
"Initial reaction to $NET results (just PR not heard CC yet) - steady performance at 50% growth. Admit to a slight disappointment. was hoping to see CfOne/Teams show up as acceleration being the first full Q since free period (for pandemic) ended. No sign of that yet"
X Link 2021-02-12T02:39Z 53.8K followers, [---] engagements
"Raise your hand if you are listening to $NET Investor Day. šā Thanks for @Cloudflare and @eastdakota and @zatlyn for this. I have a few questions in for Q&A. In particular want more details on CNI cloud interconnectedness and Durable Objects use cases"
X Link 2021-02-12T20:39Z 53.8K followers, [---] engagements
"Uh oh here come the follows"
X Link 2021-02-12T22:21Z 53.8K followers, [---] engagements
"Listening to a Clubhouse chat by cybersecurity experts on how vulnerable Clubhouse is"
X Link 2021-02-16T02:07Z 53.8K followers, [---] engagements
"It's $PLTR earnings morning. Initial take: The graphic design of their earnings slide deck is done by someone used to marketing to US Army generals"
X Link 2021-02-16T15:45Z 53.8K followers, [---] engagements
"Congrats to $TWLO holders as they nailed it out of the park. š£TWWWILLLLLIOOOOOO Long $TWLO https://t.co/UHzMDRxXrj š£TWWWILLLLLIOOOOOO Long $TWLO https://t.co/UHzMDRxXrj"
X Link 2021-02-17T21:29Z 53.8K followers, [---] engagements
"Some massive news from $CRWD today to use that new war chest of cash. Instead of the acquisition PR focus on this blog post from CTO. https://www.crowdstrike.com/blog/taking-our-falcon-xdr-platform-further/ https://www.crowdstrike.com/blog/taking-our-falcon-xdr-platform-further/"
X Link 2021-02-18T15:18Z 53.8K followers, [---] engagements
"$CRWD and $DDOG showing lately that they are both now moving toward common goalpost. But Crowdstrike just leaned towards Datadog (moving into observability) a lot faster than the reverse (moving into crowdsourced threat intel)"
X Link 2021-02-18T15:45Z 53.8K followers, [---] engagements
"Now this I like. $ROKU platform accelerating across multiple metrics. Q3 - Q4 compare of YoY trends: Platfrom rev +78% YoY - +81.5% Platform gross profit +73.5% YoY - +85.2% Streaming Hours +54% YoY - 56% Execution meet Scale"
X Link 2021-02-19T05:16Z 53.8K followers, [---] engagements
"An investment strategy: buy and forget Another: buy and shift (from low to strengthening convictions) Another: actively trade a well understood core Another: actively trade market / momo Another: bungle around just jumping on tips (I am buy and shift)"
X Link 2021-02-19T17:02Z 53.8K followers, [---] engagements
"Over [----] performance improvements by $SNOW made 3/4 of queries more than 50% faster YoY. So they grew platform rev 115% last Q even after making their customers compute way faster. I (very roughly) calc this to mean it would have been 142% growth w/o those improvements"
X Link 2021-02-23T07:07Z 53.8K followers, [---] engagements
"Apparently no one is going to use the Internet any more"
X Link 2021-02-23T16:23Z 53.8K followers, [---] engagements
"Pssst Dont tell anybody. . but the curtain is about to drop on @FintwitSummit in [--] days with the details finally made public. It is going to be a fun event later this month and chock full of educational content"
X Link 2021-03-02T22:49Z 53.8K followers, [---] engagements
"When I get my port to $15B I'm not going to over-lever"
X Link 2021-03-28T02:22Z 53.8K followers, [---] engagements
"New class of Workers serverless coming from $NET: Workers AI powered by nVidia GPUs (presumably the Data Center line). (Cloudflare keeps checking off potential directions mentioned in my Flare Ups write up in December. Workers Observability earlier this week now AI.) Thrilled to partner with NVIDIA to bring AI to the edge @Cloudflare Workers is the largest fastest most used edge computing working. With NVIDIA's hardware running at our edge we open a whole new class of applications for developers. #DeveloperWeek https://t.co/yeVQI7UZMa Thrilled to partner with NVIDIA to bring AI to the edge"
X Link 2021-04-13T17:45Z 53.8K followers, [---] engagements
"In case you missed it - I spoke w/ James Wang on the ARK Invests FYI podcast on Snowflake $SNOW and impact on data analytics (like $AYX). Later rated by one of the top episodes of the year - wow thanks FYI listeners. FYI EP85 is live This week @hhhypergrowth joins the podcast to talk about big data and the future of analytics. In this episode we'll also cover Snowflake how it compares to its competitors and much more. Listen https://t.co/n0KryCRZLw https://t.co/jfa9draNYL FYI EP85 is live This week @hhhypergrowth joins the podcast to talk about big data and the future of analytics. In this"
X Link 2021-04-18T18:52Z 53.8K followers, [---] engagements
"Informative posts are about to start flying fast and furious from the blog again @ Go sign up Topics this summer will be on Zero Trust SASE Networks Data Cloud AI/Analytics and more plus looks at $CRWD $DDOG $OKTA $SNOW $NET & others. https://hhhypergrowth.com/ https://hhhypergrowth.com/"
X Link 2021-04-23T04:33Z 53.8K followers, [---] engagements
"From Snowflake App Week. amazing stats from an Azure-only shop that switched to Snowflake $SNOW. 1000x performance improvement (83min - 5s) Reduced cost (40% less) & overhead (3 FTE - [--] FTE) Faster dev cycle Better customer experience (data sharing BI tool direct access)"
X Link 2021-04-27T19:04Z 53.8K followers, [---] engagements
"One tiny bit that sticks in my head from #FinTwitSummit from @FromValue -- it behooves retail investors to work together. We aren't competing; we are each researching what we individually want to invest in. When that research overlaps collaboration + discussion benefits all"
X Link 2021-05-02T01:02Z 53.8K followers, [---] engagements
"As hinted before - some changes are afoot I am creating a Premium service with new content every week and followup Q&A. The story here: https://hhhypergrowth.com/going-premium/ https://hhhypergrowth.com/going-premium/"
X Link 2021-05-04T21:28Z 53.6K followers, [---] engagements
"I wrote out all my feelings about hypergrowth. https://hhhypergrowth.com/what-is-hypergrowth/ https://hhhypergrowth.com/what-is-hypergrowth/"
X Link 2021-05-28T05:12Z 53.6K followers, [---] engagements
"You aren't going to believe it but $CRWD adj operating income just rose 2383%"
X Link 2021-06-03T21:11Z 53.8K followers, [---] engagements
"Jane confirmed Cloudflare $NET behind the iCloud+ Private Relay announced by Apple $AAPL. Apple and Cloudflare were authors (along with Fastly) of a new secure DNS protocol standard called Oblivious DoH in December. Then they made it a reality. It appears that iCloud+ Private Relay is powered by Cloudflare It shows Cloudflare Warp as the ISP when I have Private Relay turned on https://t.co/wD54knAwdm It appears that iCloud+ Private Relay is powered by Cloudflare It shows Cloudflare Warp as the ISP when I have Private Relay turned on https://t.co/wD54knAwdm"
X Link 2021-06-08T06:43Z 53.8K followers, [---] engagements
"What is Zero Trust A look at the Zero Trust ecosystem and how $OKTA & $CRWD are positioning themselves as invaluable partners to platforms like $ZS and $NET. Ultimately they will be an "Anything to Anything Anywhere" platform. https://hhhypergrowth.com/what-is-zero-trust/ https://hhhypergrowth.com/what-is-zero-trust/"
X Link 2021-06-09T19:26Z 53.8K followers, [---] engagements
"If you own Snowflake $SNOW I have been a bit obsessed with em lately on my premium service (incl new post today) as well as Confluent $CFLT before IPO. Switching gears now to obsess over Cloudflare $NET and Zscaler $ZS in July then Datadog $DDOG and CrowdStrike $CRWD again"
X Link 2021-06-24T21:14Z 53.8K followers, [---] engagements
"Nokia $NOK up 11% today on news that it still exists"
X Link 2021-07-13T16:11Z 53.8K followers, [---] engagements
"Its been over 6mo i should probably see what Cloudflare $NET has been up to"
X Link 2021-07-14T16:05Z 53.6K followers, [---] engagements
"There is a blizzard on the horizon and it's name is Snowflake $SNOW. https://hhhypergrowth.com/a-blizzard-on-the-horizon/ https://hhhypergrowth.com/a-blizzard-on-the-horizon/"
X Link 2021-07-16T21:11Z 53.6K followers, [---] engagements
"Its so quiet you could hear a $PINS drop"
X Link 2021-07-29T22:19Z 53.8K followers, [---] engagements
"Public shoutout to Quartr app for making listening to earnings calls as easy as a podcast. Highly recommend: https://quartr.se https://quartr.se"
X Link 2021-08-26T04:48Z 53.8K followers, [---] engagements
"A Datadog platform dive $DDOG explores how APM has expanded into a rich feature set and where Datadog is heading in Security and CI/CD tooling. https://hhhypergrowth.com/a-datadog-platform-dive/ https://hhhypergrowth.com/a-datadog-platform-dive/"
X Link 2021-08-31T15:48Z 53.8K followers, [---] engagements
"Apparently i CAN talk for 3.5hrs about Cloudflare $NET (Okay $CFLT $OKTA $FSLY $TWLO got some air time too)"
X Link 2021-09-11T05:36Z 53.6K followers, [---] engagements
"It seems Cloudflare $NET may have just bolted on $API Agoras TAM. Today were excited to be introducing Cloudflares Real Time Communications platform. https://t.co/T1yjZkeEs7 #BirthdayWeekš Today were excited to be introducing Cloudflares Real Time Communications platform. https://t.co/T1yjZkeEs7 #BirthdayWeekš"
X Link 2021-09-30T19:55Z 53.6K followers, [---] engagements
"A friend just died unexpectedly. Hug you loved ones"
X Link 2021-10-08T18:14Z 53.8K followers, [---] engagements
"Market is feeling SaaS-y today"
X Link 2021-10-13T14:31Z 53.8K followers, [---] engagements
"if you want to see stellar product cadence look at Datadog multiple product ideas went beta this summer in July and August . now available in GA by October (just announced during their Dash customer conf today) explore find fit iterate . over and over"
X Link 2021-10-26T16:14Z 53.8K followers, [---] engagements
"Nevermind I am going to beat @jaminball to the punch. (This Q vs last Q) * AWS is growing +39% accelerating from +37%. * Azure is growing +48% CCURR accelerating from +45%. * Google's Cloud segment is growing +45% decelerating from +54%"
X Link 2021-10-28T21:27Z 53.8K followers, [---] engagements
"holy crap [--] of my [--] companies reporting tomorrow. $DDOG $NET $CFLT $LSPD"
X Link 2021-11-04T04:26Z 53.6K followers, [---] engagements
"if you are just tuning in to today's SaaS afterhours earnings smorgasbord. . $DDOG accelerating and up +8% ah . $CFLT accelerating and up +9% ah . $BILL accelerating and up +11% ah . $NET with a typical Q (tho swung non-GAAP positive which was surprise) flat ah"
X Link 2021-11-04T20:38Z 53.8K followers, [---] engagements
"Got $UPST and $AFRM this week for me lots of other fintwits watching $PYPL $TTD $PLTR $COIN $RBLX $SOFI too Im sure"
X Link 2021-11-06T20:48Z 53.8K followers, [---] engagements
"I need to again thank @Quartr_App to make earnings calls into a podcast. making heavy use of the rewind to replay the interesting bits ā and fastfwd or speed up buttons during slower bitsš„± new button "Q&A" in lower right jumps right that part of the call. bravo Quartr"
X Link 2021-11-07T19:01Z 53.8K followers, [---] engagements
"some big news this week in Observability. Splunk showed CEO the door awful fast Dynatrace CEO just retired (new one from Akamai) New Relic's founder CEO stepped down a few mo ago. leader $DDOG remains the steady innovation machine while competition is transitioning"
X Link 2021-11-17T18:52Z 53.6K followers, [---] engagements
"A deep dive into Kafka from Confluent $CFLT which can serve as the central nervous system for an enterprise's data. https://hhhypergrowth.com/a-kafka-deep-dive/ https://hhhypergrowth.com/a-kafka-deep-dive/"
X Link 2021-11-27T17:48Z 53.8K followers, [---] engagements
"Zscaler $ZS is a global edge network dedicated to providing Zero Trust security over all your users and workloads across all environments. Here is a deep dive into the various product lines. https://hhhypergrowth.com/a-zscaler-platform-dive/ https://hhhypergrowth.com/a-zscaler-platform-dive/"
X Link 2021-12-17T22:37Z 53.8K followers, [---] engagements
"Q2 had SaaS grow +69% fifth Q of acceleration. Overall rev dropped -9% while ARR up +22% https://investor.pingidentity.com/news/news-details/2022/Ping-Identity-Reports-Second-Quarter-2022-Results/default.aspx https://investor.pingidentity.com/news/news-details/2022/Ping-Identity-Reports-Second-Quarter-2022-Results/default.aspx"
X Link 2022-08-03T17:50Z 53.5K followers, [--] engagements
"As a reminder Thoma Bravo bought $SAIL Sailpoint back in Apr. Gonna make a Identity powerhouse or veer into Zero Trust https://investors.sailpoint.com/news/2022/04-11-2022-114519925 https://investors.sailpoint.com/news/2022/04-11-2022-114519925"
X Link 2022-08-03T17:57Z 53.5K followers, [--] engagements
"Wow did you see $NET Anyone following this company"
X Link 2022-08-05T19:54Z 53.6K followers, [---] engagements
"Cisco $CSCO buying out Splunk $SPLK for $28B cash. Sumo Logic New Relic and now Splunk have all been acquired / taken private in [----]. Anyone want a Datadog $DDOG or Dynatrace $DT Going once. going twice"
X Link 2023-09-21T13:59Z 53.5K followers, 16.4K engagements
"@TikTokInvestors Its fraud all the way down (Shell LLCs CC liquidation fake invoices duping banks to up limits using all that to buy RE)"
X Link 2024-01-14T17:57Z 53.8K followers, 253.3K engagements
"@iamminshawi @TikTokInvestors She is making up fictitious B2B transactions to make [--] LLCs look like legit businesses to banks and lenders but sure pal give those loopholes a try"
X Link 2024-01-15T20:03Z 53.8K followers, [----] engagements
"IBM $IBM to acquire HashiCorp $HCP for $35/share making it jump 33% over the past few days on rumors. https://newsroom.ibm.com/2024-04-24-IBM-to-Acquire-HashiCorp-Inc-Creating-a-Comprehensive-End-to-End-Hybrid-Cloud-Platform https://newsroom.ibm.com/2024-04-24-IBM-to-Acquire-HashiCorp-Inc-Creating-a-Comprehensive-End-to-End-Hybrid-Cloud-Platform"
X Link 2024-04-25T03:33Z 53.5K followers, [----] engagements
"@wallstengine it seems everyone needs to read the fine print . this is the top [--] DIRECT customers (system builders) not the INDIRECT ones everyone is guessing (top hyperscalers). Foxconn Quanta are top [--] for sure. then Wistron and one other"
X Link 2025-11-20T02:08Z 53.5K followers, 11.3K engagements
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