LunarCrush LLM | LunarCrush AI Interface

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@SergeyCYW "@Beth_Kindig $NOW is one of the key beneficiaries of the AI revolution. ServiceNow is embedding agentic AI into its Now Platform through its GenAI architecture and Now Assist agents"
@SergeyCYW on X 2025-07-29 16:09:17 UTC 6384 followers, XXX engagements

"$PANW Is the Growth Cycle Re-Accelerating Palo Alto is down -XXX% in past month while S&P500 up +4.5%. Should you invest now Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇"
@SergeyCYW on X 2025-07-21 14:56:06 UTC 6384 followers, 2012 engagements

"Thoughts on Google Earnings Report $GOOGL: 🟢 Positive Revenue grew +13.8% YoY to $96.4B beating estimates by XXX% EPS rose +22% YoY to $XXXX beating estimates by XXX% Net income increased +19% YoY to $28.2B Google Cloud revenue jumped +31.7% YoY to $13.6B with XXXX% operating margin Google subscriptions revenue surged +20.3% YoY to $11.2B Free cash flow for trailing XX months: $66.7B Cloud backlog reached $106B up +38% YoY YouTube Ads grew +13.1% YoY to $9.8B Shorts monetization exceeded in-stream in some regions Gemini app MAUs hit 450M daily usage up +50% QoQ Diluted shares down -XXX% YoY"
@SergeyCYW on X 2025-07-24 13:01:27 UTC 6361 followers, 1946 engagements

"Marvell Technology $MRVL Marvell Technology delivers data infrastructure semiconductor solutions for accelerated compute connectivity networking and storage in the AI era. It developed the industry's first 2nm custom SRAM for next-generation AI infrastructure silicon and launched optimized integrated power solutions to enhance infrastructure efficiency. Marvells competitive position comes from a broad infrastructure portfolio spanning compute to storage tailored for AI workloads. The company expanded its custom compute platform with UALink scale-up solutions becoming a key enabler of AI data"
@SergeyCYW on X 2025-07-17 14:58:20 UTC 6355 followers, XXX engagements

"@davey_juice $PLTR is more than twice as expensive as the most expensive stock on the chart $NET. 🤪"
@SergeyCYW on X 2025-07-26 16:21:17 UTC 6361 followers, XXX engagements

"Pinterest Inc. $PINS Pinterest's advertising revenue reached $XXX million in Q1 2025 representing XX% year-over-year growth. The company's strategic advantage centers on its high-intent visual discovery platform where users actively search for products and inspiration. Pinterest's unique positioning as a visual search engine creates superior conversion rates compared to traditional social media platforms. Monthly active users reached a record XXX million in Q1 2025 with XX% year-over-year growth. Gen Z remains Pinterest's largest and fastest-growing demographic accounting for XX% of all"
@SergeyCYW on X 2025-07-11 11:32:23 UTC 6351 followers, XXX engagements

"Atlassian Corporation $TEAM Atlassian integrates its DevOps platform through the Atlassian Cloud Platform and Teamwork Graph linking work across Jira Bitbucket and other tools. It was named a Leader in The 2025 Forrester Wave DevOps Platforms scoring highest in Vision Innovation and Roadmap. Atlassian Intelligence automates pull request summaries and release notes. The cloud-first platform delivers XX% faster performance while Bitbucket Pipelines removes external CI dependencies and provides built-in security. Predictive DevOps analytics detect deployment risks proactively. Users report 2x"
@SergeyCYW on X 2025-07-14 12:48:20 UTC 6349 followers, XXX engagements

"$IBM Delivers Strong Q2 with Impressive Margin Expansion But Why the Stock Drop IBM just posted a solid Q2'25 outpacing expectations across the board. Revenue came in at $16.98B (+7.6% YoY) topping the $16.59B estimate. But its the margin story that really stands out this quarter. Gross profit grew XXXX% YoY pushing gross margin to XX% (+2.0pp YoY). Operating income surged XXXX% YoY expanding margins by 3.1pp to 18%. Net income was up nearly XX% and EPS climbed XXXX% to $XXXX with adjusted EPS hitting $XXXX vs. $XXXX expected. Segment-wise Infrastructure stole the spotlight with a 13.6%"
@SergeyCYW on X 2025-07-24 11:59:47 UTC 6365 followers, XXX engagements

"@InvestingVisual Ill be closely watching the quarterly reports from $MSFT $AMZN $AAPL and $MELI. $MELI is one of the largest positions in my portfolio"
@SergeyCYW on X 2025-07-25 12:49:38 UTC 6365 followers, XXX engagements

"$GOOGL $GOOG Q2'25 Results: $96428M rev (+13.8% YoY +6.9% QoQ) beat est by XXX% Gross Margin (59.5% +1.4 PPs YoY) Operating Margin (32.4% +0.1 PPs YoY) FCF Margin (5.5% -XXXX PPs YoY)🟡 Net Margin (29.2% +1.4 PPs YoY) EPS $XXXX beat est by XXX% Dilution SBC/rev X% +0.1 PPs QoQ Basic shares down -XXX% YoY +0.1 PPs QoQ🟢 Diluted shares down -XXX% YoY -XXX PPs QoQ🟢 Pros Revenue beat with XXXX% YoY growth shows strong momentum. Cloud growth +32% YoY highlights expanding AI demand. EPS beat by XXX% reinforces efficient profit scaling. Operating margin held strong at XXXX% amid legal charges."
@SergeyCYW on X 2025-07-24 03:20:52 UTC 6351 followers, 1403 engagements

"$PYPL Q2'25 Results: $8288.0M rev (+5.1% YoY +1.2% LQ) beat est by XXX% FXN Rev (+5.0% YoY +2.0% LQ) Operating Margin* (19.8% +1.3 PPs YoY) FCF Margin (8.3% -XXX PPs YoY)🟡 Net Margin (15.2% +0.9 PPs YoY) EPS* $XXXX beat est by XXX% *non-GAAP Revenues by Type ➡Transaction $7441M rev (+4.0% YoY XXXX% of Rev)🟡 Other services $847M rev (+15.7% YoY XXXX% of Rev) Revenues by Geography ➡U.S. $4709M rev (+3.5% YoY XXXX% of Rev)🟡 International $3579M rev (+7.3% YoY XXXX% of Rev)🟢 Key Metrics ➡438 Active accounts (+2.1% YoY +9 YoY) 6226 Number of payment transactions (-5.4% YoY -XXX YoY) Payment"
@SergeyCYW on X 2025-07-29 11:25:15 UTC 6384 followers, 2301 engagements

"@nataninvesting Solid Q2 from $PYPL revenue growth accelerated to +5.1% YoY beating analyst estimates by 2.3%"
@SergeyCYW on X 2025-07-29 11:29:15 UTC 6384 followers, XXX engagements

"Asana $ASAN Asana supports task-based CRM use cases through a flexible work management platform serving teams across the customer lifecycle. It integrates with Salesforce Zendesk and HubSpot streamlining sales workflows. CRM functionality is embedded through project templates custom pipelines and automated triggers tied to events in Salesforce. Asanas flexible architecture allows tracking deals linking goals to business outcomes and enabling cross-functional collaboration. Automation kicks off onboarding workflows and syncs teams across sales support and service. Asanas lightweight CRM model"
@SergeyCYW on X 2025-07-15 14:11:34 UTC 6382 followers, XXX engagements

"Datadog Inc. $DDOG Datadog remains the leading observability platform named a Leader in the 2025 Gartner Magic Quadrant for Observability for the fifth consecutive year. The platform unifies infrastructure application performance logging and security. Datadogs real-time monitoring and predictive analytics reduce downtime and accelerate resolution. 2025 innovations include autonomous AI agents for incident response and threat analysis. Prioritization algorithms reduce vulnerability noise by 82%. With 250+ integrations Datadog strengthens network effects and cross-stack data correlation. Agent"
@SergeyCYW on X 2025-07-14 12:48:24 UTC 6354 followers, XXX engagements

"$TSLA Q2'25 Earnings Preview Consensus Estimates: Revenue $21940M (-14.0% YoY) EPS $XXXX (-23.1% YoY) If $TSLA missed estimates by -XXX% (same as last quarter) Q2'25 Revenue Growth will be -XXXX% YoY"
@SergeyCYW on X 2025-07-22 10:30:07 UTC 6350 followers, 4569 engagements

"Semiconductor industry continues a robust trajectory with global sales projected to reach $XXXXX billion in 2025 reflecting XXXX% growth from 2024. Current market size reached $XXX billion in 2024 with expectations of $XXX billion in 2025. Long-term projections indicate the market will exceed $X trillion by 2030 requiring only a XXX% compound annual growth rate (CAGR) between 2025 and 2030. forecasts XXXX% growth in 2025 and XXXX% in 2026. From 2021 to 2026 analysts forecast a XXX% CAGR for total sales. Alternative projections suggest a XXX% CAGR through 2029 with market expansion of $157.1"
@SergeyCYW on X 2025-07-17 14:58:03 UTC 6359 followers, 9210 engagements

"Thoughts on Tesla Earnings Report $TSLA: 🟢 Positive +19% QoQ automotive revenue vs. +14% deliveries; ASP gains led by refreshed Model Y Record energy gross profit and 9600 MWh deployed (+2.1% YoY) XX% FSD adoption growth post v12/v13; internal data: 10x safer than human driving $2789M energy revenue +5.8 pp energy GM YoY to XXXX% Dojo X and AI5 chip launching in 2026 targeting 100000 H100-equivalent scale CyberCab cost target: $0.25$0.30 per mile below human-driven ride-hailing Optimus prototypes due end-2025; scaling to 100000 units/month in X years $284M Bitcoin gain in Q2 reversing prior"
@SergeyCYW on X 2025-07-24 12:32:06 UTC 6354 followers, 1345 engagements

"A valuation chart based on the PS ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $INTU. Fairly valued: $NU $SE $BILL $PYPL Trading below average valuation: $FOUR $TOST $MELI $STNE"
@SergeyCYW on X 2025-06-30 13:53:38 UTC 6383 followers, 1389 engagements

"$PANW Palo Alto Networks maintains dominant market leadership across cybersecurity consistently recognized by premier industry analysts. The company's comprehensive platform approach delivers sustained competitive advantages validated by multiple rating agencies. Palo Alto Networks achieved unprecedented recognition as a three-time Leader across multiple 2025 Gartner Magic Quadrants demonstrating platform breadth unmatched by competitors. The company earned Leader status in Security Service Edge for the third consecutive year in SASE Platforms as the only three-time Leader and in Endpoint"
@SergeyCYW on X 2025-07-21 14:06:05 UTC 6382 followers, 1289 engagements

"Conclusion $PANW is leaning into platformizationoffering select products for free short-term to drive long-term lock-in. The strategy appears to be working: revenue growth has re-accelerated over the past two quarters. With a $110B TAM growing at +14% CAGR and just X% market capture via $4.8B in ARR Palo Alto Networks has room to run. Its wide economic moatbuilt on switching costs network effects and deep integration across cloud network and security opscontinues to be its strongest defense in an increasingly competitive space. Leading Indicators: RPO growth of +19.5% outpaced revenue growth"
@SergeyCYW on X 2025-07-21 14:57:22 UTC 6363 followers, XXX 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"
@SergeyCYW on X 2025-07-26 12:30:10 UTC 6384 followers, XXX engagements

"Comcast $CMCSA Comcasts Peacock platform reached XX million paid subscribers in Q1 2025 up XX% YoY. Adjusted EBITDA rose XX% to $XXX billion while operating losses dropped from $XXX million to $XXX million. Comcast leverages broadband and mobile offerings bundling Peacock with high-tier services to reduce churn and increase ARPU. Network upgrades using DOCSIS XXX aim to deliver multi-gig speeds to over XX% of its network by end of 2025. Revenue hit $XXXXX billion in Q1 driven by synergy between NBCUniversals content and Comcasts infrastructure footprint"
@SergeyCYW on X 2025-07-22 12:33:59 UTC 6381 followers, XXX engagements

"$NOW Q2'25 Results: $3215M rev (+22.4% YoY +18.6% LQ) beat est by XXX% Gross Margin* (81.0% -XXX PPs YoY)🟡 Operating Margin* (29.7% +2.3 PPs YoY) FCF Margin (16.6% +3.0 PPs YoY) Net Margin (12.0% +2.0 PPs YoY) EPS* $XXXX beat est by 14.2%🟢 *non-GAAP Dilution SBC/rev XX% +0.3 PPs QoQ Basic shares up XXX% YoY -XXX PPs QoQ🟢 Diluted shares up XXX% YoY -XXX PPs QoQ🟢 Guidance Q3'25 $3260.0 - $3265.0M guide (+20.2% YoY) beat est by XXX% $12775.0 - $12795.0M FY guide (+20.1% YoY) raised by XXX% beat est by XXX% Pros Revenue surged XXXX% YoY outpacing expectations. EPS beat by XXXX% signals"
@SergeyCYW on X 2025-07-24 04:26:12 UTC 6382 followers, 3027 engagements

"@ZaStocks $RDDT +61.5% YoY revenue growth in Q1 is impressive"
@SergeyCYW on X 2025-07-25 16:08:18 UTC 6384 followers, 2589 engagements

"@BourbonCap Analysts are forecasting the highest revenue growth for DLocal $DLO among fintech companies next year"
@SergeyCYW on X 2025-07-25 13:58:00 UTC 6384 followers, 2610 engagements

"@StockSavvyShay $HOOD is one of the fastest-growing companies in the fintech sector with analysts projecting +15% revenue growth in 2026"
@SergeyCYW on X 2025-07-08 10:35:14 UTC 6359 followers, 1203 engagements

"$FOUR Shift4 Payments Shift4 Payments provides a comprehensive ecosystem of commerce technologies simplifying complex payment environments for businesses globally. In the first quarter of 2025 the companys gross revenue less network fees grew XX% to $XXX million while payment volume increased XX% year-over-year to $XX billion. This performance is driven by its end-to-end integrated payments solution which serves hundreds of thousands of businesses across diverse industries from major stadiums and hotels to restaurants and online brands"
@SergeyCYW on X 2025-07-08 11:32:26 UTC 6364 followers, XXX engagements

"@BigBullCap Long $TTD. Analysts forecast revenue growth at +18.0% for 2025 and +18.8% for 2026. 💪"
@SergeyCYW on X 2025-07-22 12:54:42 UTC 6384 followers, XXX engagements

"$GOOGL Key points from Googles Second Quarter 2025 Earnings Call: Financial Overview: Alphabet posted Q2 2025 revenue of $96.4B up XX% YoY. Net income rose XX% to $28.2B EPS climbed XX% to $XXXX and operating income hit $31.3B with a XXXX% margin despite a $1.4B legal charge. Free cash flow was $5.3B in Q2 and $66.7B over the trailing year. Paid subscriptions drove $11.2B in revenue up XX% YoY. Google Cloud: Revenue reached $13.6B up XX% YoY supported by AI infrastructure upgrades and enterprise tools. Products like Anywhere Cache (70% latency cut) and Rapid Storage (5x improvement) fueled"
@SergeyCYW on X 2025-07-24 13:57:09 UTC 6361 followers, 1426 engagements

"MongoDB Inc. $MDB MongoDB now operates as a comprehensive data platform aligned with DevOps and AI/ML workflows. The document model supports both transactional and analytical workloads. MongoDB Atlas Data Lake enables federated querying across S3 and cloud environments. Real-time processing through sharding and aggregation pipelines supports built-in ETL operations. Change streams provide real-time data modification alerts. Multi-cloud deployment spans 115+ regions with flexible support for AWS Azure and GCP. MongoDB supports diverse data types including text images and video streamlining"
@SergeyCYW on X 2025-07-14 12:48:27 UTC 6384 followers, XXX engagements

"NVIDIA Corporation $NVDA NVIDIA enables agentic AI infrastructure through its H100 and Blackwell B200 GPUs. The CUDA and NeMo frameworks allow agent development at enterprise scale. Its Omniverse platform enables agent simulation and collaboration especially in industrial and robotics use cases. NVIDIAs dominance in AI computing is built on over a decade of parallel processing R&D giving it a lead few can match. Its integrated hardware-software stack forms a critical backbone for the AI agent economy"
@SergeyCYW on X 2025-07-23 15:03:43 UTC 6383 followers, XXX engagements

"A valuation chart based on the PS ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $HOOD $V $MA $INTU. Fairly valued: $SOFI $DOCN $BILL $PYPL Trading below average valuation: $SE $DLO $NU $FOUR $TOST $MELI $STNE"
@SergeyCYW on X 2025-07-08 11:32:08 UTC 6383 followers, 4983 engagements

"$GOOGL Q2'25 Earnings Preview Consensus Estimates: Revenue $93876M (+10.8% YoY) EPS $XXXX (+15.9% YoY) If $GOOGL beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +11.9% YoY"
@SergeyCYW on X 2025-07-21 10:31:55 UTC 6348 followers, 8380 engagements

"The Americas region accounts for XX% of total revenue making it $PANW Palo Altos largest market with revenue growing +12% YoY in Q1. The EMEA region contributes XX% of total revenue with growth accelerating to +20% YoY. The APAC region remains the smallest by revenue but its growth also accelerated to +23% YoY. Both EMEA and APAC are growing faster than the company's overall revenue growth rate a sign of expanding international momentum"
@SergeyCYW on X 2025-07-21 14:56:50 UTC 6382 followers, XXX engagements

"@thexcapitalist Great news for $AMD XX% price increase should significantly boost AMD net income"
@SergeyCYW on X 2025-07-28 11:04:12 UTC 6380 followers, 2533 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"
@SergeyCYW on X 2025-07-20 12:29:03 UTC 6384 followers, 2949 engagements

"Thank you. According to SBC I believe it's important to evaluate the level of SBC relative to expected growth and also to track the SBC/Revenue trend over time. If the ratio is decreasing thats a healthy dynamic. A good example of poor SBC discipline is $CFLT they have one of the highest SBC/Revenue ratios among SaaS companies combined with slowing revenue growth which makes it even more concerning"
@SergeyCYW on X 2025-07-15 13:03:06 UTC 6357 followers, XXX engagements

"A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for next year. Trading at a premium: $MSFT $NOW. Trading below average valuation: $MNDY $TEAM $ASAN"
@SergeyCYW on X 2025-07-15 14:10:45 UTC 6350 followers, XXX engagements

"Disney $DIS Disney leads the streaming sector with XXXXX million total subscribers across Disney+ (126 million) Hulu (54.7 million) and ESPN+ as of Q2 2025. Its strength comes from its content engineDisney Pixar Marvel Star Warsand strategic integration of ESPN into Disney+ to broaden appeal. Streaming operations delivered $XXX million in operating income in Q2 up sharply from $XX million YoY. Films like Moana and Inside Out X fuel streaming engagement and drive revenue across theme parks and merchandise. Bundling and local content development support sustained global growth"
@SergeyCYW on X 2025-07-22 12:33:55 UTC 6381 followers, XXX engagements

"CrowdStrike Holdings Inc. $CRWD CrowdStrikes Falcon platform runs autonomous endpoint agents that detect investigate and neutralize threats using behavioral AI. Agents work at the kernel level allowing real-time system-wide monitoring. With coverage of millions of endpoints its global intelligence improves continuously. CrowdStrikes lightweight agent design ensures rapid deployment and minimal system impact offering operational efficiency and superior protection"
@SergeyCYW on X 2025-07-23 15:03:50 UTC 6379 followers, XXX engagements

"Palantir Technologies $PLTR Palantir positions itself as core infrastructure for agentic AI through its Artificial Intelligence Platform (AIP). Agents built on AIP operate autonomously on proprietary data trigger ERP actions and execute multi-step workflows under strict security and governance. Its edge comes from decades of classified government work building unmatched capabilities in secure AI deployment. AIP ensures data sovereignty critical for regulated industries. Its ontology-driven design lets agents interpret complex business logic and automate decisions that go beyond traditional AI"
@SergeyCYW on X 2025-07-23 15:03:26 UTC 6381 followers, XXX engagements

"@InvestingVisual Comparing $NVDA and $AMD Nvidia clearly stands out as the market leader with impressive growth in its Data Center segment up +73.3% YoY in Q1"
@SergeyCYW on X 2025-07-14 13:58:13 UTC 6384 followers, 1801 engagements

"$PANW's non-GAAP operating expenses have decreased primarily due to reduced Sales & Marketing (S&M) spending which declined from XX% two years ago to 30%. R&D expenses remain high at XX% as the company continues to invest in future growth through product enhancements and updates. General & Administrative (G&A) expenses have slightly decreased and are now at a relatively low level of 4%"
@SergeyCYW on X 2025-07-21 14:57:10 UTC 6383 followers, XXX engagements

"$NOW Q2'25 Results: $3215M rev (+22.4% YoY +18.6% LQ) beat est by XXX% Gross Margin* (81.0% -XXX PPs YoY)🟡 Operating Margin* (29.7% +2.3 PPs YoY) FCF Margin (16.6% +3.0 PPs YoY) Net Margin (12.0% +2.0 PPs YoY) EPS* $XXXX beat est by 14.2%🟢 non-GAAP Subscription Revenue $3113.0M Subscription rev (+22.5% YoY) Subscription GM (80.6% -XXX PPs YoY) Key Metrics RPO $10.92B (+24.4% YoY)🟢 RPO $23.90B (+28.5% YoY)🟢 ➡Renewal Rate XX% (98% LQ) Average ACV of $5M+ ACV Customers $14.50M (+7.4% YoY) Customers XXX customers $5M+ ACV (+19.7% YoY +20) Operating expenses S&M*/Revenue XXXX% (-0.9 PPs YoY)"
@SergeyCYW on X 2025-07-24 10:34:05 UTC 6382 followers, 1191 engagements

"$SOFI Q2: Profitable Growth Story Gains Steam SoFi just posted another strong quarter Q2 revenue hit $845M up XXXX% YoY and beating estimates by a solid margin. EPS landed at $XXXX vs. $XXXX expected +700% YoY. Operating income came in at $112M up XXX% YoY with a XX% margin (+10.6pts YoY). Net income followed closely at $97M (+459% YoY) giving them a XX% net margin. Margins are expanding while growth is accelerating that's not something you see every day. Sales & marketing tech/dev ops and G&A costs all shrank as a % of revenue YoY. The company is scaling with discipline. Financial Services"
@SergeyCYW on X 2025-07-29 14:20:06 UTC 6384 followers, 1028 engagements

"@TickerSymbolYOU Great video $GOOGL Cloud showed accelerating growth in Q2 reaching +32% YoY while Google is successfully driving its horizontal AI agent strategy through Vertex AI Agent Builder and Gemini models"
@SergeyCYW on X 2025-07-27 15:54:46 UTC 6384 followers, 1162 engagements

"@StockMKTNewz Solid Q2 from $PYPL active accounts grew to XXX million up +2% YoY"
@SergeyCYW on X 2025-07-29 11:31:07 UTC 6384 followers, XXX engagements

"@unusual_whales Analysts expect the highest revenue growth among streaming companies for $NFLX"
@SergeyCYW on X 2025-07-22 14:18:49 UTC 6350 followers, XXX engagements

"$PYPL Management comments on the earnings call. Braintree Reset Complete: Return to Growth Expected Alex Chriss Chief Executive Officer We are now past the peak pressure from renegotiating and shedding unprofitable volume. we expect a return to volume growth in the third quarter. Venmo Momentum Accelerates Alex Chriss Chief Executive Officer Theres something magical happening with Venmo right now and I'm excited about where we're heading there as well. BNPL Driving Merchant Results Alex Chriss Chief Executive Officer BNPL volume grew more than 20%. and when consumers choose BNPL their average"
@SergeyCYW on X 2025-07-29 16:14:04 UTC 6384 followers, 1478 engagements

"$PYPL PayPal Number of Payment Transaction"
@SergeyCYW on X 2025-07-29 11:25:32 UTC 6382 followers, XXX engagements

"@amitisinvesting Demand for the MI350X is outperforming expectations making $AMD an attractive with its Data Center revenue up +57% YoY"
@SergeyCYW on X 2025-07-28 15:42:44 UTC 6384 followers, 1764 engagements

"@HolySmokas Mixed Q2 fom $TSLA. Revenue -XX% YoY beat est by XXX% Inventory days climbed to XX Free cash flow cratered to $146M -XX% YoY"
@SergeyCYW on X 2025-07-24 03:48:03 UTC 6348 followers, 2213 engagements

"$IOT Balance Sheet: Total debt stands at $82M while Samsara holds $698M in cash and cash equivalents exceeding its total debt and ensuring a healthy balance sheet reflects a virtually debt-free balance sheet"
@SergeyCYW on X 2025-07-16 14:35:12 UTC 6359 followers, XXX engagements

"@StockSavvyShay @Polymarket $GOOGL Cloud showed accelerating growth in Q2 reaching +32% YoY while Google is successfully driving its horizontal AI agent strategy through Gemini models and Vertex AI Agent Builder"
@SergeyCYW on X 2025-07-25 17:35:14 UTC 6365 followers, 1759 engagements

"Streaming platform industry remains one of the fastest-growing areas in digital entertainment with strong momentum across multiple segments. According to ResearchAndMarkets the global video streaming market is expected to grow from $XXXXXX billion in 2024 to $XXXXXX billion in 2025 reflecting a XXXX% CAGR. Within the category Subscription Video-on-Demand (SVoD) is projected to generate $XXXXXX billion in global revenue by 2025. Meanwhile the live streaming platform segment valued at $XXXXX billion in 2024 is growing even faster with a XXXX% CAGR outpacing traditional VOD models. The growth is"
@SergeyCYW on X 2025-07-22 12:32:59 UTC 6361 followers, 2349 engagements

"Datadog Inc. $DDOG Datadog supports AI agent observability via its AI Agents Console offering performance monitoring decision path analytics and behavior insights. LLM Experiments allow testing and debugging prior to deployment. Datadogs real-time metrics are critical for safe large-scale agent rollouts. Its platform neutrality enables observability regardless of backend infrastructure making it essential for production-grade agent governance"
@SergeyCYW on X 2025-07-23 15:04:01 UTC 6356 followers, XXX engagements

"@StockSavvyShay Long $CRWD $TTD $NET $SHOP and $AXON"
@SergeyCYW on X 2025-07-26 11:22:10 UTC 6382 followers, 1581 engagements

"Fintech sector is one of the fastest-growing and most promising attracting a wave of high-tech companies. However competition is intense and identifying the market leaders is key. The global fintech market is valued between $209.7B and $340.1B in 2024 with forecasts projecting it will exceed $X trillion over the next decade. Analysts estimate a CAGR between XX% and XX% driven by rapid digital transformation and innovation. According to Market Data Forecast the market could grow from $209.7B to $1.58T by 2033 reflecting a XXXXX% CAGR. Digital adoption is the core growth driver. In 2024 digital"
@SergeyCYW on X 2025-07-08 11:32:03 UTC 6350 followers, 66K engagements

"$S SentinelOne Main Products Performance and Product Updates in the Last Quarter Singularity Platform SentinelOne reported strong platform momentum in Q4 FY25. Over XX% of full-year bookings came from non-endpoint solutions a milestone indicating growing adoption of Singularitys broader AI-native security portfolio. The platform now spans seven solution categories and 30+ use cases including cloud identity data and threat services. The company tripled the number of customers using three or more solutions and quadrupled those using four or more with XX% of enterprise customers on at least"
@SergeyCYW on X 2025-03-27 11:41:24 UTC 6382 followers, 1343 engagements

"HubSpot Inc. $HUBS HubSpot integrates agents through Breeze Agents supporting SMBs with automation across support marketing and sales. Agents manage interactions content workflows and campaign orchestration. HubSpots UI simplicity and unified CRM stack deliver agent utility across the full customer lifecycle. Its integration ecosystem broadens function and reach enabling highly tailored automation for small businesses lacking large-scale IT support"
@SergeyCYW on X 2025-07-23 15:04:04 UTC 6351 followers, XXX engagements

"$PYPL Q2'25 Earnings Preview Consensus Estimates: Revenue $8102M (+2.8% YoY) EPS $XXXX (+8.4% YoY) If $PYPL missed estimates by -XXX% (same as last quarter) Q2'25 Revenue Growth will be +2.0% YoY"
@SergeyCYW on X 2025-07-28 11:35:25 UTC 6384 followers, 7457 engagements

"$NU Nu Holdings Nu Holdings is a dominant digital banking force in Latin America with a customer base approaching XXX million across Brazil Mexico and Colombia. The company has achieved a rare combination of hypergrowth and profitability. First-quarter 2025 revenue expanded XX% year-over-year to $XXX billion generating $XXX million in net income. Nu's primary competitive advantage is its extreme efficiency and capital-light model. It produces $XXXX in monthly revenue per active user while its cost-to-serve is just $XXXX a ratio unmatched by most global peers. An advanced data infrastructure"
@SergeyCYW on X 2025-07-08 11:32:15 UTC 6361 followers, 1287 engagements

"Paramount Global $PARA Paramount+ added XXX million subscribers in Q1 2025 reaching XX million globally. Direct-to-consumer revenue rose X% YoY to $XXXX billion. Domestic profitability remains the 2025 goal with narrowing losses. Strength comes from CBS content Nickelodeon Star Trek and sports. The dual strategy combines subscription streaming via Paramount+ with free ad-supported Pluto TV. Q1 2025 revenue was $XXXX billion exceeding expectations. The pending $X billion merger with Skydance Media closing in H1 2025 is expected to accelerate profitability through content synergies and"
@SergeyCYW on X 2025-07-22 12:34:07 UTC 6382 followers, XXX engagements

"$META Q2'25 Earnings Preview Consensus Estimates: Revenue $44758M (+14.6% YoY) EPS $XXXX (+12.0% YoY) If $META beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +17.3% YoY Management Guidance: Q2'25 $42500 - $45500M guide (+12.6% YoY)"
@SergeyCYW on X 2025-07-29 10:56:09 UTC 6384 followers, 3657 engagements

"@StockSavvyShay Demand for the MI350X is exceeding expectations and the XX% price increase should significantly boost $AMD net income"
@SergeyCYW on X 2025-07-28 11:03:34 UTC 6383 followers, 3467 engagements

"@DividendDude_X $GOOGL looks interesting at current levels. Revenue growth accelerated across all segments in Q2 with Google Cloud showing especially strong momentum up +32% YoY"
@SergeyCYW on X 2025-07-28 14:57:57 UTC 6384 followers, 2532 engagements

"Warner Bros Discovery $WBD In June 2025 WBD announced it will split into two public companies by mid-2026: one for streaming and studios (HBO Max Warner Bros) and another for global linear networks (CNN Discovery TNT). The restructuring allows the streaming unit to scale without legacy cable drag. Its strength lies in its premium content portfolio: HBO originals Warner films and DC content. Following its 2023 Max rebrand subscribers dropped by XXX million but strategic content remains a draw. In March 2025 WBD acquired a XX% stake in OSN Streaming for $XX million signaling global ambitions"
@SergeyCYW on X 2025-07-22 12:34:03 UTC 6382 followers, XXX 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"
@SergeyCYW on X 2025-07-08 11:32:47 UTC 6382 followers, XXX engagements

"@DivesTech @CNBCWEX @FrankCNBC @CNBC @CNBCtech Analysts expect the highest revenue growth in 2026 for $NET +26% and $RBRK +25%"
@SergeyCYW on X 2025-07-14 12:06:43 UTC 6384 followers, 1028 engagements

"@InvestingVisual $TSM looks more attractive to me with stronger revenue growth at +38.6% YoY and a higher net margin compared $ASML"
@SergeyCYW on X 2025-07-18 17:21:51 UTC 6382 followers, 2511 engagements

"$GOOGL Management comments on the earnings call. Financial Momentum Anat Ashkenazi Chief Financial Officer We had another solid quarter in Q2. Consolidated revenue of $XXXX billion increased by 14%. Net income increased XX% to $XXXX billion and earnings per share increased XX% to $XXXX. Cloud Acceleration Sundar Pichai Chief Executive Officer We are seeing significant demand for our comprehensive AI product portfolio. The breadth of our offerings has been really driving demand. Cloud Scale & Commitment Anat Ashkenazi Chief Financial Officer Google Cloud backlog reached $XXX billion up 38%"
@SergeyCYW on X 2025-07-24 16:27:05 UTC 6365 followers, 1400 engagements

"@DividendTalks $ASML fundamentals in Q2 were strong and the companys margins continue to expand"
@SergeyCYW on X 2025-07-28 15:41:37 UTC 6384 followers, XXX engagements

"Thoughts on ServiceNow Earnings Report $NOW: 🟢Positive Revenue: Total revenue reached $3215M up +22.4% YoY beating estimates by XXX% Subscription Revenue: Grew +22.5% YoY to $3113M EPS: Non-GAAP EPS of $XXXX beat by XXXX% Operating Margin: Improved to XXXX% up +2.3 PPs YoY Free Cash Flow Margin: Increased to XXXX% up +3.0 PPs YoY Net New ARR: Surged +468.4% YoY to $432M cRPO: Reached $10.92B up +24.4% YoY RPO: Hit $23.90B up +28.5% YoY Customer Growth: XXX customers with $5M+ ACV up +19.7% YoY CAC Payback: Improved to XXXX months down -XXXXX months YoY AI Momentum: Now Assist pack usage up"
@SergeyCYW on X 2025-07-24 11:58:07 UTC 6382 followers, XXX engagements

"$NOW Management comments on the earnings call. Financial Performance Gina Mastantuono President and Chief Financial Officer Q2 was a spectacular quarter across the board. We significantly beat the high end of our guidance across all top line and profitability metrics. Technology Workflows Gina Mastantuono President and Chief Financial Officer ITAM landed its largest deal to date with net new ACV growth of over XX% year over year. Autonomous AI Agents Bill McDermott Chairman and Chief Executive Officer We have 450000 AI agents in workflow right now. Over XX% of support functionsIT risk"
@SergeyCYW on X 2025-07-24 15:31:06 UTC 6361 followers, 1137 engagements

"@BigBullCap If $NOW beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +18.9% YoY"
@SergeyCYW on X 2025-07-21 12:34:56 UTC 6359 followers, XXX engagements

"$PANW Balance Sheet: Total debt stands at $806M while Palo Alto holds $3300M in cash and cash equivalents exceeding total debt and ensuring a healthy balance sheet"
@SergeyCYW on X 2025-07-21 14:57:14 UTC 6383 followers, XXX engagements

"@DividendDude_X If $GOOGL beats estimates by XXX% (same as last quarter) Q225 revenue growth would come in at +11.9% YoY"
@SergeyCYW on X 2025-07-23 15:07:02 UTC 6383 followers, XXX engagements

"Palo Alto Networks received the highest overall score for Prisma Access in the Advanced SSE use case. Also named a Leader in the 2025 Gartner Magic Quadrant for Security Service Edge for the third year in a row. Recognized as a Leader in all three major Gartner Magic Quadrant reportsSSE (2025) Single-Vendor SASE (2024) and SD-WAN (2024)Palo Alto Networks demonstrates sustained innovation in unified cloud security precision AI and threat intelligence"
@SergeyCYW on X 2025-07-21 14:06:12 UTC 6347 followers, XX engagements

"@Stock_Opine Great breakdown on $GOOGL and nice format for earnings analysis. 👍"
@SergeyCYW on X 2025-07-25 14:03:41 UTC 6382 followers, XXX engagements

"@DividendDude_X @EconomyApp Strong Q2 from $GOOGL revenue growth +13.8% YoY Cloud growth +32% YoY highlights expanding AI demand"
@SergeyCYW on X 2025-07-24 03:22:39 UTC 6383 followers, XXX engagements

"$NOW Q2'25 Earnings Preview Consensus Estimates: Revenue $3122M (+18.8% YoY) EPS $XXXX (+14.4% YoY) If $NOW beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +18.9% YoY Management Guidance: Q2'25 $3030 - $3035M guide (+19.3% YoY) $12640 - $12680M FY guide (+18.9% YoY) raised by 0.04%"
@SergeyCYW on X 2025-07-21 11:34:04 UTC 6357 followers, 5777 engagements

"$DLO DLocal DLocal provides a technology-first payments platform connecting global merchants to consumers in emerging markets. The company operates as a crucial link for international businesses seeking to navigate the complex payment landscapes of developing nations. In the first quarter of 2025 DLocal processed a Total Payment Volume of $XXX billion a XX% increase year-over-year. Revenue grew XX% to $XXXXX million fueling a XXX% surge in net income to $XXXX million. Its competitive edge lies in its singular focus on emerging economies a strategy supported by continuous product innovation"
@SergeyCYW on X 2025-07-08 11:32:12 UTC 6382 followers, 1440 engagements

"Roku $ROKU Roku bridges streaming hardware and software with a focus on accessibility and user experience. Its 2025 lineup features affordable streaming sticks and advanced Pro Series TVs with mini-LED tech and Smart Picture Max. Roku OS stands out for speed and intuitive navigation. The Roku Channel ranks among the most engaged apps on the platform supported by robust ad tech and exclusive originals. Licensing Roku OS to TV brands while expanding hardware broadens device reach. Platform stickiness is reinforced by simplicity cross-device integration and a broad ecosystem that raises"
@SergeyCYW on X 2025-07-22 12:33:29 UTC 6384 followers, XXX engagements

"@StockSavvyShay $ALAB revenue jumping +144.3% YoY in Q1. Gross profit followed closely growing +136.4% YoY with a XX% gross margin"
@SergeyCYW on X 2025-07-21 14:12:39 UTC 6351 followers, 2015 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"
@SergeyCYW on X 2025-07-19 14:28:04 UTC 6359 followers, 1904 engagements

"$PANW Shareholder Dilution: Palo Alto's stock-based compensation (SBC) expenses have slightly increased over the past two quarters reaching XX% of revenue in the last quarter which is relatively low for SaaS companies. Shareholder dilution also remains elevateddespite a slight decline the weighted-average number of basic common shares outstanding is still relatively high having increased by XXX% YoY"
@SergeyCYW on X 2025-07-21 14:57:19 UTC 6384 followers, XXX engagements

"@StockSavvyShay @YahooFinance @FuturumEquities $GOOGL and $NOW delivered strong Q2 results. 💪"
@SergeyCYW on X 2025-07-24 15:47:58 UTC 6350 followers, XXX engagements

"$MSFT Q2'25 Earnings Preview Consensus Estimates: Revenue $73770M (+14.0% YoY) EPS $XXXX (+13.9% YoY) If $MSFT beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +16.7% YoY"
@SergeyCYW on X 2025-07-28 12:04:17 UTC 6384 followers, 1882 engagements

"Nu Holdings $NU Nu Holdings known as Nubank is Latin Americas largest digital bank serving over XXX million customers across Brazil Mexico and Colombia. Its app-driven platform offers digital accounts fee-free international credit cards personal loans and investment services. The companys mission is simple yet powerful: reduce financial complexity and empower both consumers and SMEs. Nus operating model is its edge. It boasts a monthly cost-to-serve of just $XXXX per active customer while generating $XXXXX in monthly revenue per customer. The monetization-to-cost ratio it achieves is"
@SergeyCYW on X 2025-06-30 13:53:42 UTC 6364 followers, XXX engagements

"$TSLA Q2'25 Financial Results $22496M rev (-11.8% YoY -XXX% LQ) beat est by XXX% GM (17.2% -XXX PPs YoY)🟡 Adjusted EBITDA Margin (15.1% +0.7 PPs YoY) Operating Margin (4.1% -XXX PPs YoY)🟡 FCF Margin (0.6% -XXX PPs YoY)🟡 Net Margin (5.2% -XXX PPs YoY)🟡 ➡EPS $XXXX in line with est Operating expenses S&M+G&A/Revenue XXX% (+1.1 PPs YoY) R&D/Revenue XXX% (+2.9 PPs YoY) Dilution SBC/rev X% -XXX PPs QoQ Basic shares up XXX% YoY -XXX PPs QoQ Diluted shares up XXX% YoY +0.0 PPs QoQ Pros EBITDA margin rose YoY to XXXX% showing op strength. $XXXX EPS matched street supported by cost mix shift."
@SergeyCYW on X 2025-07-24 03:44:33 UTC 6354 followers, 1726 engagements

"@BigBullCap Solid Q2 from $PYPL. Revenue growth accelerated to +5.1% YoY"
@SergeyCYW on X 2025-07-29 11:30:06 UTC 6384 followers, XXX engagements

"Analysts forecast +21.8% revenue growth for $IOT in 2026 and +21.1% in 2027. 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"
@SergeyCYW on X 2025-07-16 14:34:18 UTC 6366 followers, XXX engagements

"@StockSavvyShay @fiscal_ai $GOOGL Revenue by segments"
@SergeyCYW on X 2025-07-24 11:17:52 UTC 6348 followers, XXX engagements

"Lam Research Corporation $LRCX Lam Research supplies wafer fabrication equipment focused on deposition etch and clean technologies. In Q1 2025 revenue rose to $XXXX billion up XXX% sequentially with record foundry performance and XXXX% gross margin. Guidance for June 2025 projects $XXXX billion revenue and XXXX% non-GAAP gross margin. Lams strategic edge comes from its Striker SPARC ALD product and expanded use of ALTUS Halo Mo in 3D NAND. Its alignment with AI and memory innovation positions it well for the expected $XXX billion in 2025 wafer fabrication equipment spending"
@SergeyCYW on X 2025-07-17 14:59:23 UTC 6382 followers, XXX engagements

"Visa $V prints strong Q225: XXXX% Revenue Growth with XX% Gross Margin Visa continues to execute. Q2 revenue hit $10.17B up XXXX% YoY a clear acceleration vs last quarters 9.3%. Gross margin held steady at a jaw-dropping 98%. Operating income reached $6.79B with a XX% margin and FCF margin expanded to XX% up XXX points YoY. This is a business with fortress-level economics. Segment growth was well-balanced: Data Processing +14.8% International Transactions +13.7% Services +9.2% and Other jumped +31.8%. Client incentives rose XXXX% but remain well-leveraged. Volume and transaction KPIs looked"
@SergeyCYW on X 2025-07-30 03:43:09 UTC 6384 followers, XXX engagements

"Micron Technology $MU Micron Technology is a global provider of memory and storage solutions specializing in DRAM NAND flash and emerging memory technologies. The company recently broke ground on a new High-Bandwidth Memory (HBM) advanced packaging facility in Singapore with a $X billion investment over several years to meet AI data center demand. Its strategic edge lies in advanced memory technologies including the worlds first X (1-gamma) node-based LPDDR5X for flagship smartphones and 12-layer stacked 36GB HBM4 samples delivered to major customers. Micron also announced expanded U.S."
@SergeyCYW on X 2025-07-17 14:58:16 UTC 6378 followers, XXX engagements

"Intuit Inc. $INTU Intuit deploys AI agents across QuickBooks TurboTax and Credit Karma automating accounting tax filing and financial recommendations. Agents autonomously manage reports transactions and insights for SMBs. Its competitive edge stems from massive financial datasets enabling highly trained domain-specific agents. Intuit targets an underserved market with automation that reduces manual financial work creating strong cross-product network effects"
@SergeyCYW on X 2025-07-23 15:04:28 UTC 6383 followers, XXX engagements

"@patientinvestt Demand for the MI350X is exceeding expectations $AMD looks interesting especially considering the +57% YoY growth in Data Center revenue"
@SergeyCYW on X 2025-07-28 14:59:27 UTC 6384 followers, XXX engagements

"$IOT Q1'25 Results: $366.9M rev (+30.7% YoY +25.3% LQ) beat est by XXX% GM* (78.5% +1.6 PPs YoY)🟢 Operating Margin* (13.9% +11.7 PPs YoY) FCF Margin (12.5% +5.8 PPs YoY) Net Margin (-6.0% +7.7 PPs YoY) EPS* $XXXX beat est by 83.3%🟢 non-GAAP Key Metrics ➡NRR $10K+ ARR XXX% (115% LQ) ➡ARR $1.54B (+30.6% YoY +78 net new ARR)🟡 ➡Billings $387M (+27.7% YoY)🟡 Customers ➡2638 $100k+ customers (+35.1% YoY +154) Operating expenses S&M/Revenue XXXX% (-7.1 PPs YoY) R&D*/Revenue XXXX% (-2.0 PPs YoY) G&A*/Revenue XXXX% (-1.1 PPs YoY) Quarterly Performance Highlights Net New ARR $78M (+5.2% YoY) CAC*"
@SergeyCYW on X 2025-06-06 10:28:03 UTC 6359 followers, 1833 engagements

"@dividendology I will be watching $TSLA $GOOGL $NOW"
@SergeyCYW on X 2025-07-18 17:20:10 UTC 6351 followers, XXX engagements

"Netflix $NFLX Netflix leads the global streaming content market in 2025 maintaining unmatched scale and reach. Its platform delivers a steady pipeline of originals including event-driven series like the final season of Squid Game new franchise installments and major live-streamed events. A massive data-driven content strategy powers high member retention and global subscriber growth. Netflixs ability to create cultural moments localize content and harness user data ensures relevance across markets. Its proprietary tech stack enables seamless streaming supports interactive storytelling and"
@SergeyCYW on X 2025-07-22 12:33:14 UTC 6364 followers, XXX engagements

"Key points from $NOW ServiceNows Second Quarter 2025 Earnings Call: Financial Performance: Q2 2025 subscription revenue was $3.113B up XXXX% YoY beating guidance by XXX bps. CRPO also rose 21.5%. Operating margin hit XXXX% (+250 bps) and free cash flow margin was XXXX% (+300 bps YoY). ServiceNow closed XX deals $1M including XX $5M. RPO ended at $23.9B (+25.5% YoY); current RPO reached $10.92B (+21.5%). Renewal rate remained 98%. Technology Workflows: Growth was driven by adoption across ITSM ITOM ITAM and Security. ITAM hit a record deal with XX% YoY ACV growth. ITOM Plus deal volume"
@SergeyCYW on X 2025-07-24 12:58:07 UTC 6361 followers, 1037 engagements

"@StockSavvyShay @fiscal_ai Great for $ASML"
@SergeyCYW on X 2025-07-28 12:29:24 UTC 6375 followers, XXX engagements

"Agentic AI Market Set to 10x by 2032Enterprise Automation Is Entering a New Phase Agentic AI revolution is the biggest shift in AI since the rise of LLMs. Unlike traditional models agentic AI systems act autonomouslyplanning reasoning and executing multi-step tasks with little to no human input. According to MarketsandMarkets the global agentic AI market will grow from $13.8B in 2025 to $140.8B by 2032 driven by real-world enterprise adoption. Margins could expand as companies shift from rule-based automation to autonomous systems that drive higher productivity with less oversight. But is"
@SergeyCYW on X 2025-07-23 15:03:13 UTC 6366 followers, 4367 engagements

"$NFLX Q2'25 Results: $11.079B rev (+15.9% YoY +5.1% QoQ) beat est by XXX% GM (51.9% +6.1 PPs YoY)🟢 EBIT Margin (34.1% +6.8 PPs YoY)🟢 FCF Margin (20.5% +7.8 PPs YoY) Net Margin (28.2% +5.7 PPs YoY)🟢 EPS $XXXX beat est by 1.6%🟢 KPI XXX% Share of US TV Viewing (-0.1 PPs YoY) Regional Breakdown $4.929B UCAN rev (+14.7% YoY XX% of Rev) $3.538B EMEA rev (+17.6% YoY XX% of Rev) $1.307B LATAM rev (+8.5% YoY XX% of Rev) $1.305B APAC rev (+24.1% YoY XX% of Rev) Operating expenses S&M/Revenue XXX% (-0.3 PPs YoY) R&D/Revenue XXX% (+0.0 PPs YoY) G&A/Revenue XXX% (-0.8 PPs YoY) Dilution SBC/rev X% -0.0"
@SergeyCYW on X 2025-07-18 10:33:05 UTC 6348 followers, 1189 engagements

"A valuation chart based on the Forward EV/GP ratio relative to analysts' revenue growth forecasts for next year. Trading at a premium: $PLTR. Trading below average valuation: $GTLB $SNOW $HUBS $AMZN $PATH"
@SergeyCYW on X 2025-07-23 15:03:17 UTC 6382 followers, XXX engagements

"$HOOD Robinhood Robinhood offers a commission-free trading platform for stocks and cryptocurrencies. In the first quarter of 2025 the company generated total net revenues of $XXX million a XX% increase year-over-year and a net income of $XXX million. Its funded customer base grew by X% to XXXX million. Robinhood's user-friendly interface and commission-free model provide a key competitive advantage attracting a large number of retail investors"
@SergeyCYW on X 2025-07-08 11:32:44 UTC 6382 followers, XXX engagements

"@samsolid57 Long $NET it's my largest position in the portfolio. 🥳"
@SergeyCYW on X 2025-07-25 16:10:56 UTC 6350 followers, XXX engagements

"Snowflake Inc. $SNOW Snowflakes Intelligence platform enables business users to deploy autonomous agents that query and reason across structured and unstructured data. Its Data Science Agent automates analytics and ML workflows via conversational interfaces. Agents operate natively across AWS Azure and Google Cloud eliminating vendor lock-in. Snowflakes position at the data layer allows agents to access and reason over enterprise-wide information securely and at scale"
@SergeyCYW on X 2025-07-23 15:03:46 UTC 6384 followers, XXX 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"
@SergeyCYW on X 2025-07-16 14:35:08 UTC 6382 followers, XXX engagements

"Palo Alto Networks is the only vendor recognized as a Leader for the third consecutive year in the 2025 Gartner Magic Quadrant for SASE Platforms. Industry trends show XX% of large organizations will consolidate to a single SASE platform by 2028. Prisma SASE delivers a fully integrated cloud-native platform with advanced SSE and SD-WAN features providing secure efficient access to applications and data for users everywhere"
@SergeyCYW on X 2025-07-21 14:06:08 UTC 6363 followers, XX engagements

"@StockSavvyShay @fiscal_ai $GOOGL Cloud revenue growth accelerated to +32% YoY and operating margin expanded to 21%"
@SergeyCYW on X 2025-07-24 14:03:07 UTC 6383 followers, XXX engagements

"@Beth_Kindig $ORCL could very well become the next $X trillion company with its infrastructure cloud services revenue growing +19.4% YoY"
@SergeyCYW on X 2025-07-18 17:23:27 UTC 6359 followers, 1219 engagements

"$PANW Revenue by Segment: XX% of the companys revenue comes from Subscription and Support while XX% is from Product Revenue. Subscription and Support revenue growth continues to slow reaching +15.2% YoY in Q1 with a gross margin of 75.4%. Product Revenue growth showed a recovery at +15.8% YoY after a decline in Q2 2024 though the gross margin increased to 78.4%"
@SergeyCYW on X 2025-07-21 14:56:44 UTC 6382 followers, XXX engagements

"@InvestingVisual Ill be closely watching $SOFI upcoming earnings report"
@SergeyCYW on X 2025-07-28 15:40:12 UTC 6380 followers, XXX engagements

"$PANW Palo Alto trades at a Forward P/E of XXXX with a revenue growth of XXXX% YoY in the last quarter. The EPS growth forecast for 2026 is XXXX% and P/E of XXXX with a 2026 PEG ratio of XXX. The EPS growth forecast for 2027 is XXXX% and P/E of XXXX with a 2027 PEG ratio of 3.3"
@SergeyCYW on X 2025-07-21 14:56:15 UTC 6347 followers, XXX engagements

"Snowflake Inc. $SNOW Snowflake has evolved into a full data cloud platform with DevOps capabilities. Its unified data-centric architecture removes the need for fragmented tooling across data engineering app development and AI/ML workflows. In 2024 Snowflake introduced Database Change Management and Git integration allowing declarative development and simplified pipeline states. Snowflake Trail provides built-in telemetry and observability without agent setup. AI-powered SQL cuts query dev time by 3040% and reduces syntax errors. Integration with Datadog Grafana and PagerDuty enhances its"
@SergeyCYW on X 2025-07-14 12:48:13 UTC 6383 followers, XXX engagements

"How Google Makes Money: $96B in a Quarter and Still Accelerating $GOOGL Google posted $96.4B in Q225 revenue up +13.8% YoY and comfortably ahead of estimates. Growth came from nearly every directionSearch YouTube Cloud Subscriptionsall clicking at double-digit rates. Margins remain strong: Gross margin hit XXXX% up +1.4pps YoY. Operating margin came in at XXXX% stable and efficient for a business of this scale. Net margin expanded to XXXX% adding another 1.4pps. EPS of $XXXX beat by XXX% even with heavier R&D and G&A spend. Dig into the revenue mix: Search is still the king: $54.2B (+11.7%"
@SergeyCYW on X 2025-07-25 12:31:06 UTC 6355 followers, 1613 engagements

"@InvestingVisual $PLTR is a great company but trading at a huge premium compared to other high-growth Big Data companies"
@SergeyCYW on X 2025-07-15 15:39:51 UTC 6349 followers, 1937 engagements

"Over the past year $PANW Palo Alto margins has changed: Gross Margin decreased from XXXX% to 76.0%. Operating Margin slightly increased from XXXX% to 27.4%. Free Cash Flow (FCF) Margin increased from XXXX% to 27.4%"
@SergeyCYW on X 2025-07-21 14:57:06 UTC 6359 followers, XX engagements

"$SHOP Scaling E-Commerce with Innovation but are Margins a Concern Shopify is up +74.6% past year while S&P500 up just +11.1%. Is it overvalued Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇"
@SergeyCYW on X 2025-07-14 11:29:06 UTC 6383 followers, 2941 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"
@SergeyCYW on X 2025-07-23 10:52:41 UTC 6366 followers, 2156 engagements

"@BigBullCap If $NOW beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +18.9% YoY"
@SergeyCYW on X 2025-07-21 14:17:11 UTC 6382 followers, XXX engagements

"$IOT Samsara added $XX million in net new ARR for Q1 2025 which is X% higher than the previous year"
@SergeyCYW on X 2025-07-16 14:34:55 UTC 6382 followers, XXX engagements

"Thoughts on PayPal Earnings Report $PYPL: 🟢 Positive Revenue rose to $8.29B (+5.1% YoY +6.4% QoQ) beating estimates by 2.3%. EPS reached $XXXX exceeding expectations by 8.5%. Gross margin improved to XXXX% (+1.0 pp YoY) and operating margin to XXXX% (+1.3 pp YoY). Net margin increased to XXXX% (+0.9 pp YoY). TPV climbed to $443.5B (+6.4% YoY) driven by branded checkout Venmo and BNPL. Other services revenue surged XXXX% YoY to $847M. International revenue grew XXX% YoY to $3.58B representing XXXX% of total revenue. Venmo revenue jumped XX% YoY with Pay with Venmo TPV up XX% YoY. BNPL volumes"
@SergeyCYW on X 2025-07-29 15:06:33 UTC 6384 followers, 2145 engagements

"@JonahLupton $APP has the highest Rule of XX among the companies Im currently tracking"
@SergeyCYW on X 2025-07-15 05:23:48 UTC 6353 followers, 1768 engagements

"NVIDIA Corporation $NVDA NVIDIA leads the AI semiconductor market through its GPU architecture and integrated software ecosystem. The recent GeForce RTX XX Series powered by Blackwell architecture and DLSS X boosts AI performance for gaming and creative work. NVIDIAs strength comes from a platform model that combines hardware software and developer tools creating high switching costs. The CUDA ecosystem and constant AI innovation sustain its leadership. The Blackwell architecture marks a generational leap delivering AI-powered capabilities in real-time applications. Its ecosystem spans beyond"
@SergeyCYW on X 2025-07-17 14:58:36 UTC 6384 followers, XXX engagements

"@nataninvesting Strong Q2 from $GOOGL Revenue growth +13.8% YoY YouTube ads +13.1% YoY Cloud growth +32% YoY"
@SergeyCYW on X 2025-07-24 11:17:04 UTC 6364 followers, XXX engagements

"Amazon Inc. $AMZN AWS leads cloud DevOps with services like CodePipeline CodeDeploy CodeCommit and CodeBuild. With XX regions and XX availability zones AWS offers unmatched global reach. The platform automates builds tests and deployments across industries enabling high-speed application delivery. Integration with 200+ managed services including Lambda SageMaker and IoT Core powers next-gen DevOps. Security features include encryption via KMS detection via GuardDuty and full compliance with ISO HIPAA and GDPR. AWS's pay-as-you-go pricing and Auto Scaling features reduce cost and complexity."
@SergeyCYW on X 2025-07-14 12:48:42 UTC 6354 followers, XXX engagements

"$IOT Leads Connected OpsBut why Is the Stock Lagging S&P500 Samsara is down -XXXX% YTD while S&P500 up 62%. Should you invest now Lets examine the valuation revenue growth rate key metrics profitability and expenses. A short 🧵👇"
@SergeyCYW on X 2025-07-16 14:34:05 UTC 6385 followers, 3748 engagements

"JFrog Ltd. $FROG JFrog powers the software supply chain with universal repository management across 40+ package types. Artifactory and Xray deliver continuous security scanning and license compliance. JFrogs hybrid model supports open-source SaaS and self-managed deployments across all major clouds. The company has 100+ enterprise customers in China underscoring APAC expansion. Integrations with major CI/CD tools reinforce its ecosystem strength. JFrog optimizes SDLC via robust artifact management version control and automated delivery. Security integration addresses shifting compliance left"
@SergeyCYW on X 2025-07-14 12:48:31 UTC 6384 followers, XXX engagements

"@BigBullCap $ESTC Elastic Cloud is showing strong growth momentum with +25.5% YoY in Q4 2024. Lets see how the numbers look in Q1"
@SergeyCYW on X 2025-05-21 14:27:58 UTC 6364 followers, XXX engagements

"Advanced Micro Devices $AMD AMD provides high-performance computing solutions across CPUs GPUs and data center processors. It became the first company to tape out a 2nm chip using TSMCs advanced process for its next-gen EPYC Venice processor set for 2026. Its portfolio addresses both gaming and enterprise computing. Successful 5th Gen EPYC bring-up at TSMCs Arizona facility marked its first U.S. manufacturing push. The acquisition of ZT Systems strengthens AMDs AI server capacity and supply chain across Taiwan and the U.S. Focus on multi-core processing and energy efficiency distinguishes AMD"
@SergeyCYW on X 2025-07-17 14:58:48 UTC 6356 followers, XXX engagements

"A valuation chart based on the Forward EV/Sales ratio relative to analysts' revenue growth forecasts for next year. Trading at a premium: $NFLX $AAPL. Trading below average valuation: $ROKU $FUBO $AMC"
@SergeyCYW on X 2025-07-22 12:33:06 UTC 6378 followers, XXX engagements

"$STNE StoneCo StoneCo is a provider of financial technology solutions in Brazil. The company's total revenue for the first quarter of 2025 grew by XXXX% to $XXXX billion while net income rose XXXX% to $XXXXXX million. StoneCo's competitive strength lies in its strategic focus on profitability over volume demonstrated by repricing efforts and operational efficiencies that led to a XX% increase in gross profit in the first quarter of 2025"
@SergeyCYW on X 2025-07-08 11:33:12 UTC 6351 followers, 1000 engagements

"Valuation based on the Forward P/E ratio relative to analysts' EPS growth forecasts for next year. Trading at a premium: $PLTR $SNOW. Trading below average valuation: $NVDA $AMZN $ADBE"
@SergeyCYW on X 2025-07-23 15:03:22 UTC 6363 followers, XXX engagements

"GitLab Inc. $GTLB GitLab delivers an all-in-one DevSecOps platform covering the full software development lifecycle. In Q2 2025 GitLab was named a Leader in the Forrester Wave DevOps Platforms with perfect scores in AI infusion AI risk mitigation and platform cohesion. The unified platform removes tool sprawl with a day-zero experience fast migration and full lifecycle coverage. GitLabs Duo strategy blends enterprise adoption with automation reducing operational time by XX% and vulnerability detection by 50%. FedRAMP Moderate certification enables U.S. federal contracts while single-tenant"
@SergeyCYW on X 2025-07-14 12:48:16 UTC 6353 followers, XXX engagements

"@Beth_Kindig If $GOOGL delivers a XXX% beat on estimates just like it did last quarter its Q225 revenue growth would reach +11.9% year-over-year"
@SergeyCYW on X 2025-07-23 16:03:56 UTC 6384 followers, XXX engagements

"$TSLA Tesla Management comments on the earnings call. Financial Performance Vaibhav Taneja Chief Financial Officer "Despite reduction in regulatory credit revenue total automotive revenue increased by XX% sequentially even though total deliveries only improved 14%. This was primarily due to improved ASPs because of the new Model Y." Capital Allocation Vaibhav Taneja Chief Financial Officer "Our latest expectation for the year in terms of CapEx is in excess of $X billion." Robotaxi Deployment Elon Musk Chief Executive Officer "We were able to successfully launch RoboTaxi providing our first"
@SergeyCYW on X 2025-07-24 16:03:07 UTC 6349 followers, 1284 engagements

"A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for next year. Trading at a premium: $MSFT. Trading below average valuation: $GTLB $MDB $TEAM $AMZN"
@SergeyCYW on X 2025-07-14 12:48:09 UTC 6358 followers, XXX engagements

"@samsolid57 Software names are performing well today glad I added to my $MDB position after the ER. 😇"
@SergeyCYW on X 2025-07-25 16:12:43 UTC 6359 followers, XXX engagements