@kingiferous AJ

AJ posts on X about $nvda, $crwd, $net, $amzn the most. They currently have [-------] followers and [----] posts still getting attention that total [---------] engagements in the last [--] hours.

Engagements: [---------] #

• [--] Week [-----] -62%
• [--] Month [------] -4.80%
• [--] Months [------] +151%
• [--] Year [-------] -11%

Mentions: [--] #

• [--] Months [---] +41%
• [--] Year [---] -21%

Followers: [-------] #

• [--] Week [---] +1.40%
• [--] Month [---] +2.20%
• [--] Months [---] -6.30%
• [--] Year [---] +36%

CreatorRank: [---------] #

Social Influence

Social category influence stocks technology brands finance cryptocurrencies automotive brands social networks countries celebrities events us election

Social topic influence $nvda, $crwd #26, $net #24, $amzn, nvda, $aapl, $tsla, $panw #57, $snow, $amd

Top accounts mentioned or mentioned by @firedupwealth @stockmarketnerd @sambad57 @nohypeinvesting @eastdakota @samsolid57 @cloudflare @bethkindig @stockmktnewz @cperruna @danielnewmanuv @dillonvaldez @stocksavvyshay @theaiinvestor @anandragn @curiousinves @sama @buzzsawej @brianstoffel @blusuitdillon

Top assets mentioned NVIDIA Corp. (NVDA) Crowdstrike Holdings Inc (CRWD) Cloudflare, Inc. (NET) Amazon.com, Inc. (AMZN) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) Palo Alto Networks Inc (PANW) Snowflake Inc. (SNOW) Advanced Micro Devices (AMD) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Shopify Inc (SHOP) DigitalOcean Holdings, Inc. (DOCN) Costco Hot Dog (COST) Oracle Corporation (ORCL) Astera Labs, Inc. (ALAB) Metadium (META) MercadoLibre Inc (MELI) Uber Technologies, Inc. (UBER) Micron Technology, Inc. (MU) Reddit, Inc. (RDDT) Twilio, Inc. (TWLO) Roku, Inc. (ROKU) Bitcoin (BTC) Dell Technologies, Inc. (DELL) Block, Inc. (SQ) Credo Technology Group Holding Ltd (CRDO) Palantir Technologies Inc. (PLTR) Zscaler Inc (ZS) Broadcom, Inc. (AVGO) Coherent Inc (COHR) Marvell Technology Inc (MRVL) Ciena Corporation (CIEN) Arista Networks Inc (ANET) Constellation Energy Corp (CEG) Applied Digital Corp. (APLD) TeraWulf Inc. (WULF) Netflix Inc (NFLX) Enphase Energy Inc (ENPH) Chipotle Mexican Grill, Inc. (CMG) Ethereum (ETH) GE Vernova Inc. (GEV) Iris Energy Limited (IREN) Core Scientific, Inc. Common Stock (CORZ) April (APRIL) DeepSeek (DEEPSEEK) CoreWeave, Inc (CRWV) Costco Wholesale Corporation (COST) Trade Desk, Inc. (TTD) Starbucks Corporation (SBUX) ARK Innovation ETF (ARKK) Sonic (S)

Top Social Posts

Top posts by engagements in the last [--] hours

"I admire @Cloudflare & @digitalocean s technical blogs. $NET $DOCN"
X Link 2023-05-18T14:27Z [---] followers, [--] engagements

"$TWLO $PLTR 👀"
X Link 2023-05-23T14:19Z [---] followers, [--] engagements

"Got meself @Apple Apple watch Ultra. 🔋 life good. $AAPL Band- Alpine loop is only good if wrapped tightly but Trail loop is best everyday style IMHO. Id recommend most to try bands in person first. I got both the bands though. Traded old Apple Watch series 3"
X Link 2023-06-23T00:06Z [---] followers, [--] engagements

"Please no id have bought stocks 😝 I do have a healthy $AAPL position"
X Link 2023-06-23T00:09Z [---] followers, [--] engagements

"@FIREDUpWealth I lost my tweet from January on my [----] personal expense analysis somewhere but this sounds true. I did spend a lot on Amazon and Costco. Top [--] expenses I think. Also coincidentally started $COST position yesterday after I saw local Costco superbusy"
X Link 2023-07-10T22:52Z [---] followers, [---] engagements

"@FIREDUpWealth I do spend a lot on personal $AWS bill 😝"
X Link 2023-07-10T22:54Z [---] followers, [--] engagements

"Portfolio July [--] [----]. $AAPL $AMZN $COST $CRWD $DOCN $NET $NVDA $PLTR $ROKU $SHOP $SNOW $SQ $TSLA $TTD $TWLO $U"
X Link 2023-07-11T00:30Z [---] followers, [---] engagements

"Portfolio July [--] [----]. $AAPL $AMZN $COST $CRWD $DOCN $MSFT $NET $NVDA $PLTR $ROKU $SBUX $SHOP $SNOW $SQ $TSLA $TTD $TWLO $U"
X Link 2023-07-18T15:21Z [---] followers, [--] engagements

"@LisaOnCloouud9 We share [--] stocks. $SNOW $NET $CRWD are my core positions"
X Link 2023-07-26T00:36Z [---] followers, [--] engagements

"@jimcramer Adding $MSFT based on this tweet above alone :)"
X Link 2023-07-26T16:28Z [---] followers, [--] engagements

"So tempted to add $CRWD 😝"
X Link 2023-08-03T04:45Z [---] followers, [---] engagements

"And its almost 12% of my portfolio 🙈id definitely add if the size was smaller $CRWD"
X Link 2023-08-03T04:45Z [--] followers, [--] engagements

"Invest in what you know is my biggest learning since I started investing in [----]. Thats why i am long on $AMZN $AAPL $NET $CRWD $DOCN $SNOW $NVDA $MSFT to bane a few. i deal with cloud & security everyday in my professional life. Exciting times. Pace of innovation amazes me"
X Link 2023-08-03T14:22Z [---] followers, [---] engagements

"if $AWS was a separate company it would be wayy bigger than my current portfolio size (7.x% + additional $QQQ exposure). $DOCN is somewhat the cloud pure-play $NET has that ambition with security & scalability built into DNA. I am long all plus $MSFT"
X Link 2023-08-03T13:55Z [---] followers, [---] engagements

"@BuzzsawEJ $ZS is a great product & company. I like $NET better for optionality- esp around its massive NETwork. If it executed well on Act 3- R2 workers (extremely well suited for emerging apps) it has massive TAM ie a little bit of everything- Akami AWS ZScalar etc all in one"
X Link 2023-08-03T14:36Z [---] followers, [--] engagements

"Portfolio August [--] [----]. - $AMD - $CRWD - $DOCN - $MSFT - $NET - $NVDA - $QQQ - $ROKU - $SHOP - $SNOW - $SQ - $TSLA - $TWLO - $U"
X Link 2023-08-11T20:04Z [---] followers, [--] engagements

"Very interesting candid & a must listen interview for cloud professionals and investors alike. $NET $AMZN $MSFT $NVDA $AMD - all related"
X Link 2023-08-14T10:15Z [---] followers, [---] engagements

"@farnamstreet Great interview of Frank Slootman. $SNOW"
X Link 2023-08-15T02:05Z [--] followers, [--] engagements

"Hyperscalers traditionally used Ethernet2 for data throughout. Next gen AI training models (eg GPT) require HUGE/rapid data collaboration. The GPU cluster (fabric) is what facilities it & happens predominantly $NVDA s product. And whats crazy is its JUST beginning. 🤯"
X Link 2023-08-16T02:24Z [---] followers, [---] engagements

"@StockMarketNerd $QQQ @ 25% $CRWD 10%"
X Link 2023-08-18T02:48Z [---] followers, [--] engagements

"$CRWD $NET $SNOW make 10% each in my portfolio. If I lose I lose 100% but if I win the opportunity is MASSIVE. On for a long long ride"
X Link 2023-08-19T19:33Z [---] followers, [---] engagements

"$NVDA should have its own ETF with 100% allocation (obvious joke before Twitter army corrects me) 😝"
X Link 2023-08-21T13:52Z [---] followers, [--] engagements

"17% of my portfolio reports tomorrow AH $SNOW $NVDA 🍿One thing is sure the movement will be wild both ways. Up or down"
X Link 2023-08-22T19:52Z [---] followers, [---] engagements

"Portfolio August [--] [----] $QQQ (23%) $NET $CRWD $SNOW $NVDA $AMD (43%) $DOCN $SQ $TSLA $U $MSFT $TWLO $ROKU $SHOP $AMZN $AAPL (34%)"
X Link 2023-08-30T19:18Z [---] followers, [---] engagements

"Institutional holdings % $CRWD [--] $NET [--] $NVDA [--] $AMD [--] $SNOW [--] Source @YahooFinance"
X Link 2023-08-30T19:50Z [---] followers, [---] engagements

"$NVDA doesnt buzz on ban news. Something to watch. 👍🏼"
X Link 2023-08-30T20:13Z [---] followers, [--] engagements

"I see many comparisons between $AWS and DigitalOcean. Id rather compare $AKAM Akamais Linode (acquired) Vs DigitalOcean $DOCN"
X Link 2023-08-31T20:00Z [---] followers, [---] engagements

"$CRWD based on remarks from the earnings call some acquisitions definitely are coming in future. Who would it be I think Orca may make sense Not saying they would"
X Link 2023-09-01T13:29Z [--] followers, [---] engagements

"Does $AMZN $AWS publish its revenue per AWS service anywhere (Probably not). Id be interested to compare some of its native services again other SaaS for eg $MDB against DynamoDB"
X Link 2023-09-01T15:16Z [---] followers, [---] engagements

"$TSLA could make [--] million electric beard trimmer and sell out. Thats my bull case summarized. The brand loyalty and trust in innovation is massive. And there is also the car battery charging network & auto-drive licensing :D"
X Link 2023-09-07T00:46Z [---] followers, [--] engagements

"Nibbled some $SHOP @ $63.x"
X Link 2023-09-07T15:12Z [---] followers, [--] engagements

"One of my friends alerted me on $ENPH @ [--] weeks low opportunity (he owns the stock) I researched a little bit and decided its a good company. So I will be adding to my $TSLA position tomorrow 😆"
X Link 2023-09-08T02:04Z [---] followers, [---] engagements

"$AAPL India (& even Africa) is a HUGE market. Lots of young population. PerCapita increasing. Tech footprint increasing. There is no doubt many desire Apple products. The only blocker is affordability and I think this will happen. Apple can be 10Trillion company in futureIMHO"
X Link 2023-09-08T15:11Z [---] followers, [--] engagements

"$AMZN Even if e-commerce breaks even & just cash out on membership+Ad revenue the $AWS segment will drive growth. Cloud adaptation will grow but even if someone argues its peaked the existing customers workloads will grow. & There is AI"
X Link 2023-09-08T15:16Z [---] followers, [--] engagements

"Today did more research &talked to few Solar installers who said $ENPH is popular compared to $TSLA due to: [--]. Longer warranty/replacement cycle in Tesla (10 vs [--] yrs) [--]. Tesla has string inverter ie if one micro-inverter on a panel is down all panels are down unlike Enphase"
X Link 2023-09-09T01:09Z [---] followers, [---] engagements

"I want more of these over months to come. What are yours $U $AMD $NVDA $TSLA $AAPL $MSFT $SHOP $AMZN (Pretty decent size on $CRWD $SNOW $NET already but will add on opportunities)"
X Link 2023-09-11T18:45Z [---] followers, [---] engagements

"$ENPH The Solar PPA - Power Purchase Agreement can still be a catalyst for solar (even if high interest rates may slow ownership). Enphase is pretty popular per some sellers I talked to. (No position)"
X Link 2023-09-11T18:47Z [---] followers, [---] engagements

"Question: What's patience Answer: Patience is holding $SQ $TWLO in this market :D"
X Link 2023-09-11T18:50Z [---] followers, [---] engagements

"$ROKU $U $SQ $TWLO If i am holding these i have matured as an investor 😝"
X Link 2023-09-15T12:20Z [---] followers, [---] engagements

"Nibbled $AMD @ $100.x Very well could head 92-95 but may not too. Usually good idea to add big stocks around [---] beans of number bias sentiments IMHO"
X Link 2023-09-18T11:25Z [---] followers, [--] engagements

"History has shown it may be wise to wait for IPO to correct for entry later $CART $AMD"
X Link 2023-09-19T17:40Z [---] followers, [---] engagements

"@FIREDUpWealth Bookmarked this to watch later. I have been researching $ENPH lately. Thanks for your contents 👍🏼"
X Link 2023-09-20T17:06Z [---] followers, [--] engagements

"@Brian_Stoffel_ Great holdings. Thanks for sharing. I own $SHOP $CRWD $AMZN $SNOW $TSLA $NET (50% of my portfolio)"
X Link 2023-09-23T14:50Z [---] followers, [----] engagements

"$NET $CRWD $SNOW $NVDA $AMD $TSLA $MSFT $SHOP $AMZN $AAPL ill be nibbling these every chance I get which is every week :)"
X Link 2023-09-26T20:13Z [---] followers, [---] engagements

"Portfolio by size. September [--] [----]. $QQQ $CRWD $NET $SNOW $NVDA $AMD $AMZN $TSLA $MSFT $DOCN $SHOP $AAPL $SQ $TWLO $U $ROKU What are yours"
X Link 2023-09-27T13:33Z [---] followers, [----] engagements

"Long $NET & $NVDA These two are a must have companies in your portfolio IMHO"
X Link 2023-09-27T20:12Z [---] followers, [--] engagements

"$AMZN $AWS Bedrock is now GA"
X Link 2023-09-28T13:51Z [---] followers, [--] engagements

"$SNOW resilient. Would nibble if my position wasnt already big. So tempted to :D"
X Link 2023-10-03T14:09Z [---] followers, [---] engagements

"Nibbled $AMZN $SNOW $AAPL $QQQ $SHOP"
X Link 2023-10-03T16:24Z [---] followers, [---] engagements

"$AAPL is in a way potential of $DIS $SQ $ROKU $GOOGL $TTD all in one when it comes to streaming adTech payment. No"
X Link 2023-10-04T15:42Z [---] followers, [---] engagements

"@Beth_Kindig Good one. As a CloudSec professional i agree that CloudSec is growing and AI based detection & incident response is very handy (eg Amazon GuardDuty uses AI/ML to analyze VPC flow logs Route53 queries CloudTrail etc. it would be impossible to perform at same pace by a human"
X Link 2023-10-06T00:55Z [---] followers, [---] engagements

"$CRWD $SNOW $NET $AMD When your largest [--] positions are up the most you feel good :) There are good days when it goes up and better days when they down so that you can add 😝"
X Link 2023-10-06T15:15Z [---] followers, [---] engagements

"As a $TSLA bull especially around FSD i am aware of: [--]. Competitors are real deal- Waymo for example. [--]. Training costs (massive data). OpEx. Keep an open mind :)"
X Link 2023-10-07T22:09Z [---] followers, [---] engagements

"Idk how stock market might react tomorrow. My guess weak open and descent close. Nevertheless i have cash ready to deploy. I dont bet against USA and thats why I primarily own Us securities. International is risky"
X Link 2023-10-07T22:15Z [---] followers, [---] engagements

"Portfolio by size Oct [--] [----]. I own [--] stocks. $QQQ 20% Next Top 10: $CRWD $SNOW $NET $AMZN $AMD $NVDA $TSLA $SHOP $MSFT $AAPL $DOCN $SQ $TWLO $ROKU $U I plan to continue to DCA top [--]. Bottom [--] are on hold and don't plan to sell :)"
X Link 2023-10-09T13:49Z [---] followers, [---] engagements

"This is what i was talking about when CyberTruck in just chrome is a way to allow costumers choose their color. This is additional revenue for Tesla. Id imagine a lot of folks may opt in if Tesla offers more customization @Tesla"
X Link 2023-10-11T00:26Z [---] followers, [--] engagements

"Genuine question for $PLTR bulls out there. I know of Palantir AIP bootcamp but apart from that how do you try the product if you want to play around or deep dive I am usually not comfortable investing if I dont know the product deep. (Business aside)"
X Link 2023-10-12T23:47Z [---] followers, [---] engagements

"$PYPL EV/Revenue [----] EV/EBIDTA [-----] Balance sheet Total Cash mrq 9.9B Market Cap 61.88B"
X Link 2023-10-13T19:11Z [---] followers, [---] engagements

"$MSFT is or has potential & is in a way all of these below in one: Slack Zoom AWS Crowdstrike NVDA TTD Adobe Epic Games/ Zynga Google Booz Allen Plus MASSIVE AI potential"
X Link 2023-10-14T12:43Z [---] followers, [---] engagements

"Portfolio Oct [--] [----]. $QQQ $CRWD $SNOW $NET $AMZN $AMD $NVDA $TSLA $SHOP $MSFT $AAPL $DOCN $U Closed $SQ $ROKU $TWLO for tax harvest raising cash & focus on higher convention and/or profitable business (had all [--] since 2019)"
X Link 2023-10-16T13:26Z [---] followers, [---] engagements

"Nibbled $SNOW $SHOP $U $DOCN $TSLA $NET today"
X Link 2023-10-16T21:47Z [---] followers, [---] engagements

"@BluSuitDillon Lol this is so true. I feel like most Analysts follow price actions. There are handful of good ones though"
X Link 2023-10-16T21:52Z [---] followers, [--] engagements

"$AMD $NVDA everyone already expected it i think should recover"
X Link 2023-10-17T13:34Z [---] followers, [---] engagements

"My tweet from September [--] on $ENPH $ADYEY $SMCI"
X Link 2023-10-19T21:43Z [---] followers, [---] engagements

"$OKTA is extremely sticky and a lot of products are offering SSO (some shamefully cost extra for the feature). I dont own any. EV/Revenue [----] Quarterly revenue growth YoY 23% Net Income Avi to Common (ttm) still -592Mil Institutional ownership 84%"
X Link 2023-10-23T18:11Z [---] followers, [--] engagements

"Tesla & CloudFlare and many other hungry ones of GPU tells me China ban wont matter to Nvidia in short term. In few years growth may seem to slow but that would be an opportunity to add on weakness. $NVDA will be a much much bigger company in [--] years"
X Link 2023-10-24T20:43Z [---] followers, [--] engagements

"Watching $GOOGL Never owned one outside $QQQ"
X Link 2023-10-25T15:15Z [---] followers, [--] engagements

"$CRWD is resilient recently in comparison"
X Link 2023-10-26T16:42Z [---] followers, [--] engagements

"$ENPH 1600%+ in [--] yrs should be the focus"
X Link 2023-10-27T12:38Z [---] followers, [---] engagements

"$AMD 2nd largest holding now and $AMZN 4th after adds few days back. Got lucky :D"
X Link 2023-10-27T16:08Z [---] followers, [---] engagements

"Portfolio Oct [--] [----] Happy Halloween $QQQ + [--] individual stocks. $SNOW $CRWD $AMD $AMZN $NET $NVDA $TSLA $MSFT $AAPL $SHOP* $DOCN* $U* * = not adding anymore. I will continue to DCA the top [--] core positions"
X Link 2023-10-31T13:01Z [---] followers, [---] engagements

"Confession- I often stalk my ex-stocks to make sure they are still down 😝 lol $ROKU $SQ $TTD $MQ $TWLO"
X Link 2023-10-31T18:59Z [---] followers, [----] engagements

"Ok $SNOW next"
X Link 2023-11-03T14:02Z [---] followers, [---] engagements

"@BradoCapital trimmed $NVDA after it doubled in a short period & portfolio size was getting almost 30%. It did run more obviously 😆"
X Link 2023-11-04T10:50Z [---] followers, [--] engagements

"And well $SNOW :D because of DataDog effects"
X Link 2023-11-07T14:18Z [---] followers, [---] engagements

"Will $SNAP go down now Lol $TTD"
X Link 2023-11-09T21:12Z [---] followers, [---] engagements

"I wonder if $NET has OpEx projected cost related to just GPUs- basically $NVDA due to the expansion"
X Link 2023-11-14T18:31Z [---] followers, [---] engagements

"To purchaseth or not to purchaseth more $SNOW that is the question - Shakespeare"
X Link 2023-11-17T00:18Z [---] followers, [---] engagements

"$SNOW has always dipped after hours when reporting earnings last few quarters and always recovered Just saying"
X Link 2023-11-17T00:24Z [---] followers, [--] engagements

"My portfolio doesnt just have a big bet on growth tech stocks & their founders/management but also it reflects a bet on trend of AI revolution. $MSFT $NET $AMZN $AAPL $CRWD $SNOW $AMD $TSLA I cant predict how these stocks do but certainly AI is there to win"
X Link 2023-11-17T11:44Z [---] followers, [---] engagements

"$NET $SHOP 👀"
X Link 2023-11-17T17:48Z [---] followers, [--] engagements

"I was tired of toggling between $SNOW & $AMD for the top position (i like organizing my portfolio 😝) So i solved today by purchasing more $SNOW :D - very few quality companies with such great leadership team growth product & retention exist"
X Link 2023-11-17T18:13Z [---] followers, [--] engagements

"Long $NVDA $NET 100GPU cities goal [--] weeks earlier"
X Link 2023-11-20T16:23Z [---] followers, [---] engagements

"& the winner of OpenAI saga is Slack"
X Link 2023-11-21T03:21Z [---] followers, [--] engagements

"@BuzzsawEJ $CRWD can be endpoint security leader & best of breed product. Has lot of other security offering sticky. $NET CloudFlare has its own massive network. Its Act3 can make it a major cloud provider around AI. ZS isnt the same scale & optionality"
X Link 2023-11-21T19:09Z [---] followers, [--] engagements

"Can $SNOW & $CRWD PLEASE report today I cant wait"
X Link 2023-11-21T22:22Z [---] followers, [---] engagements

"@StockSavvyShay Long $CRWD $SNOW $TSLA $NVDA"
X Link 2023-11-29T13:23Z [---] followers, [----] engagements

"Got lucky 😝 $SNOW"
X Link 2023-11-29T21:14Z [---] followers, [---] engagements

"It's extremely important to own only what i know. i have deep hands-on in $SNOW $CRWD trust the management & believe the products are best of the breed. This has allowed me to be confident during bear days not panic & rather see an opportunity. Today feels good"
X Link 2023-11-29T21:27Z [---] followers, [---] engagements

"Portfolio by size Nov [--] [----]. $QQQ $SNOW $CRWD $NET $AMD $AMZN $TSLA $NVDA $SHOP $MSFT $AAPL $DOCN"
X Link 2023-11-29T21:31Z [---] followers, [----] engagements

"Everyone should own $SNOW $CRWD $NET $AMD - Charlie Munger 😝"
X Link 2023-12-01T03:20Z [---] followers, [---] engagements

"$AMZN AWS will be first provider to bring NVIDIA GH200 Grace Hopper Superchips with new multi-node NVLink technology to the cloud. Plus joint work on Project Ceiba with $NVDA to build the worlds fastest GPU-powered AI supercomputer. - Amazon CEO"
X Link 2023-12-02T02:14Z [---] followers, [---] engagements

"@FIREDUpWealth Great list. Long $NET $CRWD $SHOP $MSFT $AMZN"
X Link 2023-12-05T18:55Z [---] followers, [---] engagements

"$AMZN DynamoDB is my $MDB 😝"
X Link 2023-12-05T23:59Z [---] followers, [---] engagements

"My [----] investment goal is to have [--] sells & all buys. I had a few sells (closed position) this year $ROKU $TWLO $SQ $U $TTD Ive learned so much this year so far 🙏 I did trim $NVDA for portfolio sizing (almost 30% at one point. Perhaps sold a little early but no regrets)"
X Link 2023-12-06T04:20Z [---] followers, [---] engagements

"All positions i closed I had them since [----]. Buy and hold Buy & verify $ROKU $TTD $SQ $U $TWLO"
X Link 2023-12-06T04:23Z [---] followers, [---] engagements

"$AMD is just starting. All it takes is few more proven benchmark real life data that can prove that MI300s can compete (& exceed) with $NVDA GPUs. Partnerships with hyperscalers is a good sign"
X Link 2023-12-07T15:57Z [---] followers, [--] engagements

"$NVDA Different take than the bulls"
X Link 2023-12-09T18:11Z [---] followers, [---] engagements

"$AAPL is THE sleeping LLM AI giant"
X Link 2023-12-10T02:25Z [---] followers, [--] engagements

"If my portfolio were an ETF it would probably be $SPRX :D"
X Link 2023-12-10T02:58Z [---] followers, [--] engagements

"I dont have friends in my live network who have used $MELI because I dont friends from around the part of the world. The business and culture looks solid from my research. What are some businesses you havent invested because you havent used it or exposed to it"
X Link 2023-12-10T18:51Z [---] followers, [--] engagements

"This could be big. There are many big organizations who require FedRAMP authorization for products. Opens more doors. $SNOW"
X Link 2023-12-11T14:10Z [---] followers, [--] engagements

"$SNOW $CRWD $AMD $NET ❤💪🏾"
X Link 2023-12-11T17:16Z [---] followers, [--] engagements

"Give this page a follow for semi/AI news $AMD $MSFT $NVDA"
X Link 2023-12-11T17:20Z [---] followers, [---] engagements

"@alc2022 My take is we dont know yet. Considering possible TAM & GPU demand (reportedly [--] yr wait time on some $NVDA models) $AMD is undervalued. Lisa Su is known to strategize around gaps $AMD has a lot of growth room left. One thing for sure is AI demand will only grow up"
X Link 2023-12-12T21:32Z [---] followers, [---] engagements

"Good read $AMD $NVDA (try archive dot is to skip paywall)"
X Link 2023-12-14T02:29Z [---] followers, [---] engagements

"$CRWD Falcon data protection is now GA"
X Link 2023-12-14T19:57Z [---] followers, [--] engagements

"$NET has been basically flat for [--] years [--] months 👀"
X Link 2023-12-14T20:16Z [---] followers, [---] engagements

"$SNOW is 18% below IPO price. So negative returns in [--] years"
X Link 2023-12-14T20:20Z [---] followers, [--] engagements

"$CRWD is literally flat in [--] months"
X Link 2023-12-14T20:21Z [---] followers, [--] engagements

"$AMD is flat in [--] months ie [--] year"
X Link 2023-12-14T20:21Z [---] followers, [--] engagements

"$AMZN is basically flat for around [--] months"
X Link 2023-12-14T20:23Z [---] followers, [--] engagements

"$SNOW $CRWD $NET are my top [--] positions. I seem to like expensive stocks :D"
X Link 2023-12-16T02:46Z [---] followers, [---] engagements

"$MDB Security incident"
X Link 2023-12-16T23:36Z [---] followers, [---] engagements

"@EconomyApp Rephrasing question- Whos your Compay of the Year and why is it not $NVDA"
X Link 2023-12-17T00:05Z [---] followers, [---] engagements

"@FIREDUpWealth Agreed $SNOW is my largest individual position at 12% The leadership team is excellent product great &sticky with optionality and massive TAM. Usually these are traits of great companies with huge growth potential"
X Link 2023-12-17T18:50Z [---] followers, [---] engagements

"$SHOP What valuation Dont fight the trend :)"
X Link 2023-12-19T15:16Z [---] followers, [--] engagements

"@StockMarketNerd $QQQ 17% Individual is $SNOW 12%"
X Link 2023-12-19T20:22Z [---] followers, [---] engagements

"$NVIDIA .they hoped would make competitors green with envy. They called their company NVision until they learned that the name was taken by a manufacturer of toilet paper. Huang suggested Nvidia riffing on the Latin word invidia meaning envy"
X Link 2023-12-21T01:51Z [---] followers, [--] engagements

"The companys latest A.I.-training module known as the DGX H100 is a three-hundred-and-seventy-pound metal box that can cost up to five hundred thousand dollars $NVDA"
X Link 2023-12-21T02:21Z [---] followers, [--] engagements

"There is an AI war going on and NVIDIA is the only arms dealer $NVDA $AMD is now trying to smuggle in as an expert who took Intel head on"
X Link 2023-12-21T02:26Z [---] followers, [--] engagements

"My first $SNOW buy was on September [--] [----] @ $290 I have zero sells since then and all buys only. I purchased as low as $111.11. Its important to know what you own. Overall I am up 18% on the position and is my largest individual holding"
X Link 2023-12-21T21:29Z [---] followers, [--] engagements

"Portfolio by size Jan [--] [----] $QQQ $SNOW $AMD $CRWD $NET $AMZN $TSLA $NVDA $SHOP $DOCN $MSFT $AAPL i will continue to DCA all of these in [----] & no plans on any new positions as of yet"
X Link 2024-01-02T15:52Z [---] followers, [---] engagements

"$MSFT $CRWD Microsoft will struggle with"
X Link 2024-01-03T23:05Z [---] followers, [--] engagements

"@buccocapital Where can i purchase this one"
X Link 2024-01-07T00:20Z [---] followers, [---] engagements

"$TSLA Teslas are large expensive and overflowing with cutting-edge extras. BYD cars are cheaper and smaller built to be dependable utilities rather than high-tech luxuries Why Tesla isnt worried about BYD https://t.co/NslFHmd8mz Teslas are large expensive and overflowing with cutting-edge extras. BYD cars are cheaper and smaller built to be dependable utilities rather than high-tech luxuries Why Tesla isnt worried about BYD https://t.co/NslFHmd8mz"
X Link 2024-01-09T03:23Z [---] followers, [--] engagements

"Come on $AAPL wake up 😝"
X Link 2024-01-10T17:40Z [---] followers, [--] engagements

"$AMD is my only red today so far. Who would have thought"
X Link 2024-01-10T19:58Z [---] followers, [--] engagements

"Too much noise on $TSLA on my timeline so I am listening to the damn call myself to find the truth 😝"
X Link 2024-01-25T02:45Z [---] followers, [---] engagements

"$CELH EV/revenue [--] EV/EBIDTA [--] Revenue ttm 1.15B Quarterly rev growth yoy 104% 👀 Cash 760m Debt mrq 1.34m Op cash flow ttm 73m Profit margin 14% Op margin ttm 25% Held by insiders 42% 👀"
X Link 2024-01-26T02:03Z [---] followers, [---] engagements

"321 before $AMD $NVDA more strength on Musk tweet"
X Link 2024-01-26T21:48Z [---] followers, [---] engagements

"@IvanaSpear Congratulations Ivana & team i own a lot of the stocks on the list. Speak Alpha has a top Quality list 👍🏼"
X Link 2024-01-29T18:53Z [---] followers, [---] engagements

"i will take $AMZN dips :)"
X Link 2024-01-30T21:40Z [---] followers, [--] engagements

"$AMD .our prior guidance was for data center GPU revenue to be flattish from to Q4 to Q1 and exceed $2B for [----]. Based on the strong customer pull and expanded engagements We now expect data center GPU revenue to grow sequentially in the Q1 and exceed $3.5B in 2024"
X Link 2024-01-31T01:07Z [---] followers, [---] engagements

"Gaming We enter 5th year of console cycle. $AMD"
X Link 2024-01-31T01:08Z [---] followers, [--] engagements

"$AMD Embedded Segment- Longer term very confident on embedded portfolio"
X Link 2024-01-31T01:10Z [---] followers, [---] engagements

"$AMD [----] start of multi-year deployment cycle"
X Link 2024-01-31T01:11Z [---] followers, [---] engagements

"No disrespect many $AMD comments on X shows many dont understand the product vision & roadmap well. Thats why its important to have convection. The growth is yet to come"
X Link 2024-01-31T01:14Z [---] followers, [---] engagements

"$AMD Call in a nutshell- Basically Gaming Embedded segments slowing but DataCenter to exceed expectations (thats what I really care)"
X Link 2024-01-31T01:20Z [---] followers, [---] engagements

"Portfolio by size Jan [--] [----] $QQQ $CRWD $SNOW $AMD $NET $AMZN $NVDA $AAPL $TSLA $SHOP $DOCN $MSFT $NFLX* -- New small position (Used to own long ago). Observed many friends starting to sign back up for Netflix (including me) & like their Ad revenue + live sports possibility"
X Link 2024-01-31T13:38Z [---] followers, [---] engagements

"$AMD we see green today"
X Link 2024-01-31T19:44Z [---] followers, [--] engagements

"Can $SNOW please report tomorrow"
X Link 2024-02-01T22:13Z [---] followers, [---] engagements

"$AAPL$AMZN added some today. Like Apples AI opportunities & Amazons ad AWS & valuation. This is outside $QQQ i have. Sometimes keeping simple is the key :)"
X Link 2024-02-02T16:20Z [---] followers, [--] engagements

"$NVDA will exceed $AMZN market cap someday soon. Matter of time"
X Link 2024-02-06T00:57Z [---] followers, [---] engagements

"April [--] [----] i sold my $CMG for $440 🙈Its $2560 now (no spilts). Often keeping it simple and holding works :)"
X Link 2024-02-07T00:28Z [---] followers, [--] engagements

"I try to avoid non American stocks. Like a rule. For example $MELI. Super awesome business but I havent used it and I stick to my no non-American rule. (Technically all businesses are international because of exposure though 😆)"
X Link 2024-02-07T14:14Z [---] followers, [--] engagements

"How about Shopify $SHOP Well. Thats why i said try haha"
X Link 2024-02-07T14:15Z [---] followers, [--] engagements

"And $MELI is America too 😝 I should have said non US"
X Link 2024-02-07T14:20Z [---] followers, [--] engagements

"$SHOP $CRWD winners keep winning. Dont fight the trend"
X Link 2024-02-07T16:04Z [---] followers, [--] engagements

"$CFLT $ARM Congrats longs 👏 Were my watchlists"
X Link 2024-02-07T21:42Z [---] followers, [---] engagements

"$NET fighting for #1 position with $SNOW in my portfolio now ❤"
X Link 2024-02-08T21:18Z [---] followers, [---] engagements

"Portfolio by size February [--] [----] Valentine's day. Investing is ♥ $QQQ $SNOW $CRWD $AMD $NET $AMZN $NVDA $AAPL $TSLA $SHOP $DOCN $MSFT I plan to DCA all of these except $TSLA $SHOP $DOCN (full positions but will add $TSLA $SHOP on separate family portfolio on more weakness)"
X Link 2024-02-14T20:48Z [---] followers, [---] engagements

"$NET We want all components for full feature AI apps. Best place for inference (golden). Its built on top of R2. We are well positioned. Download of open source libraries going like crazy"
X Link 2024-02-15T02:27Z [---] followers, [---] engagements

"$NET On Adaption of workers Dev platform takes 10yrs to take off on average (early adaptors killer apps ecosystem). We been very excited about rates. We providing underlying infrastructure for other platforms. npm download vs AWS have caught & PASSED AWS by some measures"
X Link 2024-02-15T02:36Z [---] followers, [---] engagements

"$NET On Worker platform/AI revenue- Workers big peace of large deals (20%). We close more deals because of workers involved. Already materially driving deals. $$ spent on AI is for training model as it transitions to real products will see meaningful revenue. Still SO EARLY"
X Link 2024-02-15T02:40Z [---] followers, [---] engagements

"$NET On GTM- Strategy land & expand. We want/are to be a platform company from product company (like Palo Alto Mark brings the experience)"
X Link 2024-02-15T02:44Z [---] followers, [---] engagements

"$NET On macro & demand- Fed/SLE business strong (because world getting scarier). Israel-Hamas led to cyberattacks. Election cycle around world a tailwind. Maturing GTM motion showing signs of promise. Macro continues to be challenging"
X Link 2024-02-15T02:46Z [---] followers, [---] engagements

"@NoHypeInvesting - Prince said CloudFlare wont break down R2 revenue because they want to track overall AI revenue. AI revolution is in training phase. $NET will benefit when more apps start to be deployed which will take years to be mainstream. npm/library download trend is promising though"
X Link 2024-02-15T18:54Z [---] followers, [--] engagements

"@hhhypergrowth Do you see Vision Pro in future being part of normal non-work or everyday life just like a MacBook or iPad (When its more affordable obviously)"
X Link 2024-02-16T18:32Z [---] followers, [--] engagements

"i will be adding to $CRWD if weakness continues after market open. It being down because of $PANW is silly. Both same but very different companies 🤷♂"
X Link 2024-02-21T14:30Z [---] followers, [---] engagements

"To clarify- Yes the multiples are high on $CRWD"
X Link 2024-02-21T14:31Z [---] followers, [--] engagements

"Started $MELI on family account and my wife keeps saying Mercadolibreee all day. Lol She likes the name & hadnt heard of them before"
X Link 2024-02-23T17:53Z [---] followers, [---] engagements

"Every now & then i look back at my portfolio to assess & learn from mistakes. I closed $U $SQ $ROKU $TWLO $MQ positions last year after holding for few years. I think cutting losers was a good learning. I did the right thing 👍🏼(I did sell MANY winners early in the past though)"
X Link 2024-02-27T00:27Z [---] followers, [---] engagements

"$AMD $NVDA make almost 20% of my portfolio. Id trim for portfolio risk management but I cant think of other businesses in the AI revolution that are better. I guess i will just let them run :)"
X Link 2024-02-27T17:13Z [---] followers, [---] engagements

"@ruth_capital $AAPL $COST $CWRD $NET $AMZN $SBUX"
X Link 2024-02-27T17:42Z [---] followers, [---] engagements

"I expected both $TSLA $AAPL to go up on the car news. Additionally this also suggests Apple sees way more opportunity to focus on AI. $NVDA $QCOM Software $$$ Hardware $"
X Link 2024-02-27T22:29Z [---] followers, [---] engagements

"$AMZN $AAPL have been the most boring stocks so far"
X Link 2024-02-28T03:17Z [---] followers, [--] engagements

"@snyksec Is AWS Lambda support depreciated I had an error - "The issue was logged and will be reviewed shortly. Thanks for your patience. If this problem persists please contact support with reference ID: 27bba106-e3ac-44c3-b1b5-9faaf8331905" Thanks"
X Link 2024-02-28T21:04Z [---] followers, [--] engagements

"$SNOW Short term backlog numbers looks good. We are definitely being more conservative. New products on GA not considered in forecast"
X Link 2024-02-29T01:43Z [---] followers, [---] engagements

"$SNOW New CEO- Managed AI SearchAI/DocumentAI has 100s of customers waiting on GA. Cortex will hit GA soon"
X Link 2024-02-29T01:44Z [---] followers, [---] engagements

"$SNOW On NRR stabilization- wont guide on net revenue retention"
X Link 2024-02-29T01:46Z [---] followers, [---] engagements

"$SNOW Cortex will make AI readily available in as SQL This is VERY interesting and big IMHO to get structured data in SnowFlake easily (Vs using BI tool & legacy & slow process). I think- This should make product sticky & add to consumption in long term"
X Link 2024-02-29T01:50Z [---] followers, [---] engagements

"$SNOW No changes wrt contract/partnership with GCP Azure & AWS in short term"
X Link 2024-02-29T01:51Z [---] followers, [---] engagements

"@fundam_inv I was at to this exact part on the earnings call now"
X Link 2024-02-29T01:57Z [---] followers, [---] engagements

"1/2 Ok my $SNOW Q4 final take- First thing first. Q4 is known to be slow & guidance is obviously conservative. Snowflake is playing long game by saving customers on storage & compute cost to gain more workload over time"
X Link 2024-02-29T02:09Z [---] followers, [---] engagements

"2/2 DocumentAI/Cortex the product is Sridhars EXPERTISE rom Neeva. Thesis intact. In fact Thesis is MORE solid. I may break rules and add more on weaknesses. Hockey Stick will come with patience 👍🏼 $SNOW"
X Link 2024-02-29T02:10Z [---] followers, [---] engagements

"I plan on breaking my rule for position sizing on $SNOW if weakness continues and will be adding. Not a recommendation. Do your own DD. Nibbled some @ $177 AH yesterday"
X Link 2024-02-29T12:25Z [---] followers, [---] engagements

"My last rule break was for $NVDA in January 2023z"
X Link 2024-02-29T12:26Z [---] followers, [--] engagements

"Portfolio by size February [--] [----]. $QQQ $SNOW $CRWD $AMD $NVDA $NET $AMZN $AAPL $TSLA $MSFT $SHOP $DOCN"
X Link 2024-02-29T15:03Z [---] followers, [---] engagements

"$AMD just became my #1 position overtaking $SNOW 👀"
X Link 2024-02-29T17:56Z [---] followers, [---] engagements

"$AMZN $AMD ❤"
X Link 2024-02-29T21:41Z [---] followers, [---] engagements

"@FIREDUpWealth Nothing specific on radar but id buy Databricks & Wiz the first day of IPO"
X Link 2024-03-02T14:05Z [---] followers, [---] engagements

"$AMD $NVDA still fine even on day like today 🤯I think both will run higher too. Just a guess. Nobody knows :)"
X Link 2024-03-05T20:19Z [---] followers, [--] engagements

"I am holding to $CRWD just like I did with $SNOW. If it dips it doesnt mean anything to me. What matters is the thesis :)"
X Link 2024-03-05T20:20Z [---] followers, [---] engagements

"Reminder post that everyone makes mistake & mistakes teach you. Stocks that I owned lost $$s $SQ $TWLO $U $ROKU Who knows some of my current holdings may turn out to be losers too. What matters is a few winners & making sure you cut the losers & add to winners. Happy Investing"
X Link 2024-03-05T20:41Z [---] followers, [---] engagements

"$NVDA killed all earnings fun. Todays $CRWD and i am just a little exited 😝"
X Link 2024-03-05T20:50Z [---] followers, [---] engagements

"And i see comparison tweets between FlowSecurity and CloudFlare and what not already. 🤦 $NET $CRWD"
X Link 2024-03-05T22:26Z [---] followers, [---] engagements

"$PANW should answer by acquiring $CRWD & letting Kurtz run the company. (Obvious humor before i am cancelled)"
X Link 2024-03-05T22:32Z [---] followers, [---] engagements

"If only Apple had endpoint security product for Apple devices like Microsoft has $MSFT $AAPL ;) I own $MSFT but their endpoint security offering should be illegal. $CRWD"
X Link 2024-03-05T22:35Z [---] followers, [---] engagements

"Portfolio by size March [--] [----] after some minor risk adjustments recently. $QQQ $CRWD $AMD $NVDA $NET $AMZN $AAPL $SNOW $MSFT $TSLA* $DOCN* $SHOP* Plan to DCA all on weakness except "*" = $TSLA $DOCN $SHOP (Full position for now)"
X Link 2024-03-05T22:46Z [---] followers, [---] engagements

"@FromValue $MSFT security portfolio does deserve to be slammed"
X Link 2024-03-05T23:14Z [---] followers, [---] engagements

"Market is perhaps valuing any business that arent impacted much by recession or macro uncertainty with high premium. $NVDA $AMD $CRWD ie AI & Cybersecurity have been seen as safe haven (Vs. Usually Apple Google Microsoft were considered safe). My [--] cents"
X Link 2024-03-06T01:10Z [---] followers, [---] engagements

"When market opens all stock dip but $NVDA $AMD go up. Insane"
X Link 2024-03-06T14:36Z [---] followers, [---] engagements

"Trimmed some $AMD $NVDA for position sizing. Just house shares now :) Still they make 15% of position. May run more but nothing goes up forever and always corrects :)"
X Link 2024-03-06T18:38Z [---] followers, [---] engagements

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