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@davey_juice
"My high quality/high growth watchlist. Id consider being long any of these for longer time periods. While I can/do swing some of these ideally Id like to find a good price and go long for years. $ARM $AXON ($400) $CYBR (9-10x NTM EV/Rev) $PLTR (100-125b) $SHOP $TSM (50 EMA)"
@davey_juice on X 2025-07-18 02:04:29 UTC 4438 followers, 1679 engagements
"Portfolio 7/25/25 Close: Top 8=83.2% 17%: $CRWD 14%: $ZS XX% each: $MELI $SNOW $DDOG X% each: $NET X% each: $NU $RBRK Rest=16.8% 4%: $GLBE X% each: $AMD $DLO X% each: $ADYEY $NVDA $SE X% each: $EVVTY $IOT $ALAB $GRAB Total: $566087.15 YTD Thru 7/24: +27.58% vs $QQQ +10.52%" @davey_juice on X 2025-07-25 22:45:15 UTC 4446 followers, 2820 engagements
"UNH allegedly hides harm with hospital-transfer kickbacks. X of X Dow insurers in XX yrs have unraveled. $AIG still down 96%. $UNH down 56%. On the other hand $TRV has been doing well at growing scale but its still only 60B. When these companies get over 100B watch out" @davey_juice on X 2025-07-25 03:58:43 UTC 4446 followers, XXX engagements
"@HighBetaBrendan I think this is a 5-7 year hold and a 5-10% position. The same way I thought of $ddog $crwd $net $snow $zs 3-5 years ago" @davey_juice on X 2025-07-20 14:48:35 UTC 4441 followers, XXX engagements
"Is $iot looking take out XX this week I wouldnt count on it as this name has failed every break out recently but eventually one will break. I would rather it consolidate in mid to high 30s/lower pre ER and let B&R dictate the move. Note: $iot has never not beat and raised" @davey_juice on X 2025-07-21 17:23:14 UTC 4429 followers, XXX engagements
"If $RBRK hits my $XXX PT by 6/1/30 (from $XXXXX on 7/22/25) that implies a XXXXX% CAGR over XXXX yrs. Assumptions: CY30 rev: $3.72B XXXXX% CAGR CY31 rev: $4.39B (+18% YoY) XXX% annual dilution $53B mkt cap @ $XXX (incl. net cash) 14.04x FY30 EV/rev 11.9x FY31" @davey_juice on X 2025-07-23 02:33:13 UTC 4441 followers, 5049 engagements
"@TryAInvest $asml is projected to grow less than XX% in the X year period from 23-25 then from 25-27 theyre projected to grow XX% again in those X years. Cumulatively theyre expected to grow XX% TOTAL during AI boom. Theyre not conservative-they dk. Originally they said XX was the year" @davey_juice on X 2025-07-24 19:12:33 UTC 4442 followers, XXX engagements
"$rbrk now larger than $dlo to become my 10th largest position. Im going to make it a top X if the market allows for it" @davey_juice on X 2025-07-11 13:47:35 UTC 4432 followers, 1163 engagements
"@financ_advice @SimeonResearch_ @PronkDaniel Are you mad at US cuz of our govt. We dont care that you guys have basically communism up north. We built our economy to be self reliant. should try that &then not cry and hate Americans because of our policy. Youll never find Americans who hate ppl cuz of their govt policy" @davey_juice on X 2025-07-24 17:24:34 UTC 4441 followers, XX engagements
"$MELI $NU Latin America GDP (PPP): 2004: $5.55T 2014: $9.42T 2024: $14.16T CAGR: 20042024: XXX% 20142024: XXX% Outpaced both U.S. (2.3%) and EU (1.85%) over the past decade. At current growth rates LatAm will surpass the EU in PPP GDP by the year 2045" @davey_juice on X 2025-07-11 05:38:55 UTC 4443 followers, 7259 engagements
"$cybr cfo said they wont break out acquisition numbers from now on of the X companies they bought. So Ill wait for 4q XX results to come out to form an opinion. Thats when well see the real growth and acquisition revenue recognition laps. Until then I wont touch likely" @davey_juice on X 2025-07-26 00:28:00 UTC 4446 followers, XXX engagements
"immutable backups and delivers forensic-level insights into breach scope and infection radius. Unlike legacy vendors $rbrk can prove what data was accessed and prevent reinfection enabling a cyber recovery posturenot just backup" @davey_juice on X 2025-07-16 06:04:45 UTC 4430 followers, XXX engagements
"@wolfofharcourt Im at the point where I have like6 names of high quality that are what I perceive as cheap. Im gonna keep banging em. $dlo and $glbe are getting full but Ill still lightly add them At these prices I only like: $meli $dlo $glbe $rbrk $iot $tsm to buy" @davey_juice on X 2025-07-15 01:33:38 UTC 4443 followers, XXX engagements
"$snow punches ahead of its weight class w bigger deals than companies way larger such as $adbe and $now $net obviously impressive as well on this list" @davey_juice on X 2025-07-14 19:34:38 UTC 4443 followers, 1594 engagements
"🕵 XX% of victims dont know if data was stolen Why this matters: If you dont know what was taken you cant respond correctly. That means failed breach reporting regulatory penalties & loss of customer trust. Why $rbrk is uniquely positioned: RBRKs Data Threat Engine" @davey_juice on X 2025-07-16 06:21:58 UTC 4431 followers, XXX engagements
"@YvesSaintPige Its the clear market leader in every category thats primary to their TAM" @davey_juice on X 2025-07-25 22:24:20 UTC 4446 followers, XX engagements
"4 hours till $evo reports this stock gives me anxiety if Im being honest. The slightest beats and bullish tone will send this flying imo. But a miss would be devastating. Pretty high stakes er imo. Must see about Asia + legal/illegal mix margins etc. gonna be juicy" @davey_juice on X 2025-07-17 01:17:17 UTC 4435 followers, 2043 engagements
"7/ Threat Hunting via Snapshots $RBRK uses backup snapshots to help teams trace attack timelines & detect insider threatseven after an attackwithout needing live endpoint agents. This boosts forensic analysis and speeds response. Competes mainly with backup and recovery vendors" @davey_juice on X 2025-07-20 05:30:14 UTC 4429 followers, XXX engagements
"Competes with: Druva Cohesity Dell Veritas. $RBRK Multi-cloud data protection is a $20B market in 2024 growing XX% annually. The broader data protection market was $30B in 2024 and is expected to pass $55B by 2030" @davey_juice on X 2025-07-20 13:48:42 UTC 4429 followers, XXX engagements
"2/2 XX $IOT XXXX% XX $CYBR * XX XX $AXON * XXXX XX $ADYEN XX XX $KVYO * XXXX XX $CRWD XX XX $SHOP * XXXX XX $APP * XXXX XX $DDOG XXXX XX $ZS XXXX XX $ARM * XX XX $TSM * XXXX XX $SE XXXX XX $AMD 70.5" @davey_juice on X 2025-07-19 01:38:42 UTC 4445 followers, 1041 engagements
"Have any $iot bulls dived deep into Motive their biggest direct competitor They seem to be a strong competitor" @davey_juice on X 2025-07-10 21:44:24 UTC 4430 followers, XXX engagements
"@YvesSaintPige Each of these modules- they are head and shoulders better than competitors. $s had to deal with $msft $panw $crwd . If you are interested give this a read. Also they are bigger than $s is now btw and growing faster than $s dreams of" @davey_juice on X 2025-07-25 22:26:24 UTC 4446 followers, XXX engagements
"As a reminder $glbe has released a multi year framework of guidance that covered 2025-2028. GMV growth: high 20s to low 30s Revenue growth: mid 20s Non gaap gross margin: high 40s FCF margin: mid to high 20s $glbe has very little sbc so unadjusted and adjusted # are similar" @davey_juice on X 2025-07-10 17:31:35 UTC 4430 followers, 5338 engagements
"$RBRK once again recognized as a leader for Backup and Data Protection Platforms" @davey_juice on X 2025-07-21 23:52:22 UTC 4429 followers, 1285 engagements
"$iot has consistently bottomed around this 33-37 range for the past XX months. Most of their competitors are either legacy and outdated or niche start ups that arent fully vertically integrated. Their biggest competitor is Motive which actually is apparently doing more revs" @davey_juice on X 2025-07-10 15:31:58 UTC 4430 followers, 1213 engagements
"Yes: also something to consider. $net was growing XX% at that time at much smaller scale. $pltr growing XX% slower at a much larger scale. Even if $pltr does XX% cagr the math doesnt math for quite some time. Good luck to all the gamblers out there still in this name" @davey_juice on X 2025-07-15 16:04:30 UTC 4441 followers, XXX engagements
"4a/ Sensitive Data Discovery (DSPM) $RBRK scans files across backups to find Personally Identifiable Information/Protected Health Information/all sensitive data helping orgs comply w/ HIPAA etc. Like DLP for historical data. Competes w/ BigID Varonis. TAM: $6B by 33" @davey_juice on X 2025-07-20 03:20:47 UTC 4429 followers, XXX engagements
"Fuck $rbrk been a monster since day 1: TCV sold in 1st X yrs: 1st X mo: 5m$ Yr X TCV: 47m$ Yr 2: 168m$ Yr 3: 350m$ We were one of the fastest if not the fastest growing enterprise b2b business CEO attributes it to the unprecedented transparency in early yrs" @davey_juice on X 2025-07-11 11:55:11 UTC 4431 followers, 1229 engagements
"$snow management team starting to sell larger chunks. Not concerned- the stocks been depressed for a while so its to be expected there are more shares to dump now than usual" @davey_juice on X 2025-07-10 08:36:11 UTC 4432 followers, XXX engagements
"📈 Price Targets & 3-Year CAGR (5/1/28) X. $MELI $4393 +22.3% CAGR X. $RBRK $XXX +20.8% CAGR X. $IOT $XXXXX +16.7% CAGR X. $DDOG $XXX +15.1% CAGR X. $ZS $XXX +14.0% CAGR X. $MNDY $XXX +12.3% CAGR X. $CRWD $XXX +5.7% CAGR X. $NET $XXX +1.3% CAGR" @davey_juice on X 2025-07-13 12:06:49 UTC 4441 followers, 3369 engagements
"$zeta growing shares outstanding almost as fast as revenue growth. And theyll have to grow a lot more shares as they scale. Terrible business model that they rely this much on dilution. Most of the revenue growth is cancelled out each year" @davey_juice on X 2025-07-23 13:04:23 UTC 4441 followers, 2412 engagements
"@thinkideate $grab revenue beat eps 50/50- market priced in a lot- not sure about reaction $net will beat and raise likely but is it enough for their insane multiple $meli should beat revenue but profit is hard to say depending on how much they invest-MELI *usually goes up 3-10% next day" @davey_juice on X 2025-07-21 23:25:08 UTC 4442 followers, XXX engagements
"After doing my analysis and seeing $dlo only one where my price target clears even a XX% cagr on very very modest expectations and valuation I added a bit with some $net funds here at XXXXX will make this position a little bigger if we go back to 10s 25$ by mid 2028" @davey_juice on X 2025-07-14 17:36:09 UTC 4435 followers, 2810 engagements
"$RBRK 🧵 Rubrik Modules Each Module Explained 1/ Backup & Recovery Immutable backups protect your data from ransomware or deletion. Rubriks tamper-proof snapshots beat legacy tools like Veeam & Commvault. TAM: $15B+ growing X% annually" @davey_juice on X 2025-07-20 03:00:32 UTC 4446 followers, 10.3K engagements
"Cult stocks are crazy I repeat: Tesla minus (-) Cult = $XXX assuming analyst estimates are correct" @davey_juice on X 2025-07-25 01:56:48 UTC 4446 followers, XXX engagements
"If you guys enjoyed this let me know and Ill consider picking X more stocks that I own to do this with. If this doesnt get much traction this will be a one time thing as I can do it much quicker and not type it out like I usually do when evaluating r/r amongst my holdings" @davey_juice on X 2025-07-12 17:16:18 UTC 4432 followers, XXX engagements
"Valuing $CRWD to Q1 2028 under X (aggressive) scenarios: Ultra Bull: XX% rev CAGR XXX% dilution XX sales XXXX% CAGR $XXX stock Bull: XX% rev CAGR XXX% dilution XX sales XXX% CAGR $XXX Bear: XX% rev CAGR XXX% dilution XX sales -XXX% CAGR $345" @davey_juice on X 2025-07-12 13:52:16 UTC 4428 followers, 3828 engagements
"@BourbonCap Buying back bloated shares the last X years was a great use of capital" @davey_juice on X 2025-07-16 17:21:02 UTC 4441 followers, XXX engagements
"@RahulSetty_ 11.9x next year sales which would be X months away from starting with XX% gross margins and costs scaling way slower than revenue Have you seen current multiples This would be a fraction of them. I basically used 2/3 of $now current multiple as I assume similar growth then" @davey_juice on X 2025-07-23 03:18:35 UTC 4438 followers, XXX engagements
"Maybe Im more patient and wait till +300/310 if $crwd goes up as well. That one is way more overpriced and also a bigger position in my portfolio. These are good problems to have btw. Companies going up and being too overvalued that youve owned for years" @davey_juice on X 2025-07-19 23:06:55 UTC 4443 followers, XXX engagements
"Small trim of $grab at XXXX trimmed a bit of $tsm @ XXXXX $net near XXX placed the funds into $glbe $rbrk and $iot" @davey_juice on X 2025-07-15 15:39:02 UTC 4441 followers, XXX engagements
"I can only reduce $crwd position to XXX shares (same with $net and $amd (100 for amd)). So the X stocks I hold find & find most overvalued per their fundamentals are almost as trimmed as possible- now I can make $ via premiums there" @davey_juice on X 2025-07-25 23:12:33 UTC 4446 followers, XXX engagements
"Portfolio 7/17/25 Close: Top 8=82.35% 18%: $CRWD 15%: $ZS XX% each: $MELI $SNOW 10%: $DDOG X% each: $NET $NU 4%: $RBRK Other 10=17.65% X% each: $GLBE $AMD $DLO X% each: $ADYEY $NVDA $SE X% each: $EVVTY $GRAB $IOT $ALAB Total: $560776.66 YTD Thru 7/16: +26.9% vs $QQQ +9.9%" @davey_juice on X 2025-07-17 21:19:57 UTC 4446 followers, 9655 engagements
"like Cohesity and Commvault who are also adding threat hunting to their platforms. Market size: $3.2B in 2023 projected to reach $7.7B by 2030 growing at XX% CAGR. ✅ With $RBRK u dont need to have agents installed everywhere in advance-U can still investigate and recover" @davey_juice on X 2025-07-20 05:32:09 UTC 4429 followers, XXX engagements
"@stonescotch The entry level workers have zero negotiating leverage so it brings down wages for all in the first 1-7 years of career imo. But you arent listening. Not arguing the validity of H1B- Im saying a company that laid off Americans shouldnt be able to do this. Agree" @davey_juice on X 2025-07-25 02:51:37 UTC 4441 followers, XX engagements
"I would genuinely need to see $axon at 400-450 to want to buy it. Nothing on any of my watch-lists looks even mildly attractive and a couple stocks I own are now bloated as well. So I will continue to concentrate within my portfolio in names I see highest r/r" @davey_juice on X 2025-07-15 01:23:36 UTC 4438 followers, 1095 engagements
"$DLO stocks been weak so Im using conservative assumptions. Both my bear and base case growth are well below consensus and my bear case exit multiple is rock bottom at 3x sales. Even with this returns look very attractive. Hard to miss. $XXXX Price Target by 5/2028" @davey_juice on X 2025-07-14 14:54:25 UTC 4429 followers, 9242 engagements
"Doing a spaces later on software companies with @stee_fen and @Minnvestor around X PM ET $rbrk $iot $net $pltr $mndy $snow $crwd $now $zs $ddog" @davey_juice on X 2025-07-13 18:58:38 UTC 4430 followers, 1537 engagements
"16 months in $CRWD x $RBRK alliance is proving valuable: Falcon LogScale flags which backup data is impacted using RBRK data RBRK auto-restores systems after Falcon detects attack Joint solution deployable directly via CRWD Marketplace Faster detection smarter response" @davey_juice on X 2025-07-24 08:42:36 UTC 4441 followers, 1330 engagements
"replaces SIEM. Competes with Splunk Elastic IBM QRadar in the auditing slice. Market: GRC software is $21B in 2025 expected to reach $38B by 2030 with a CAGR of 1213%" @davey_juice on X 2025-07-20 08:07:22 UTC 4430 followers, XXX engagements
"Portfolio 7/10/25 Top 8=77.18% 18%: $crwd 15%: $zs XX% each: $snow $meli 10%: $ddog 8%: $net 6%: $nu 3%: $glbe Rest: 3%: $amd 2%: $dlo $rbrk $adyey $se $evvty $nvda 1%: $grab $alab $now Small: $iot $ttd Total: $558255.94 Sold: $cybr XX% profit (2 months)" @davey_juice on X 2025-07-10 22:19:28 UTC 4443 followers, 15.4K engagements
"$MSFT not going to convince any Americans that H1B visa program should be able to stand as is. To layoff 9k Americans and then go and apply for 4-5k H1Bs is disgusting and should be banned. If you do layoffs no H1B visas for X years or put a massive Sin Tax on biz getting these" @davey_juice on X 2025-07-24 07:51:20 UTC 4445 followers, 1480 engagements
"$meli looks destined for a date with the XXX ema at 2306$ maybe sees some resistance at 2342$ (S2 Fib) but I think we dont get this close without at least testing the XXX ema (only X% below)" @davey_juice on X 2025-07-14 19:42:47 UTC 4443 followers, 1321 engagements
"Trimmed some $net at XXXXXX for $meli at 2391" @davey_juice on X 2025-07-14 17:29:24 UTC 4438 followers, 1025 engagements
"Obviously e-comm & banking are different beasts (while both $meli and $se have fintech) but $nu execution early on is seriously beautiful to watch. They employ 1/2 or more of their employees in moonshot bets theyre taking swings. Still 0.7$ per user& 11+ & growing arpac" @davey_juice on X 2025-07-22 01:40:29 UTC 4431 followers, XXX engagements
"$aapl is expected to grow revenue a TOTAL of XX% over X years- from 2023-2027. They trade at XX + p.e. What do people see here other than a stable revenue stream thats slightly increasing with no levers to pull and there havent even been any levers pulled in quite some time" @davey_juice on X 2025-07-25 01:34:33 UTC 4446 followers, 1232 engagements
"after ransomware attack/breach-even if endpoint data was wiped or original systems compromised $RBRK is a powerful post-incident forensic/recovery tool especially for environments where installing agents everywhere is hard-ex: legacy systems remote 3rd-party contractors" @davey_juice on X 2025-07-20 06:45:04 UTC 4429 followers, XXX engagements
"📈 KeyBanc increased $RBRK PT from $XX $XXX maintaining Overweight. Cited improving visibility into large deals reflecting stronger confidence in enterprise adoption. Highlighted healthy & broadening sales pipeline indicating sustained future revenue growth potential" @davey_juice on X 2025-07-25 17:55:38 UTC 4446 followers, XXX engagements
"Gratifying to see the stock I sold for something like XXX% gains down to XXXX cents. I bought $plnh in the 1s-2-3s years ago and sold in 5s-6s. The fundamentals fell off a cliff since I sold. Today I would never invest in such a silly biz. But was my first 2x+ of realized gains" @davey_juice on X 2025-07-22 07:20:42 UTC 4434 followers, XXX engagements
"@financ_advice @SimeonResearch_ @PronkDaniel By the way I hung out with a bunch of Canadians in Greece and had a blast. Good people. But some can be irrational about Americans" @davey_juice on X 2025-07-24 17:38:49 UTC 4441 followers, XX engagements
"The grifters coming out in full force these days. I judge people very harshly on how greedy and pig-like they act in frothy markets and how much people lose conviction/lose control of their emotions in a bear market. But I thank you guys for keeping me grounded always. 🍻" @davey_juice on X 2025-07-19 22:46:25 UTC 4442 followers, XXX engagements
"Ransomware is in a full-blown global explosion $rbrk is one of the few companies built specifically for this. Quick 🧵 First a wild stat: XX% of U.S. businesses reported a ransomware incident in the past year according to a July 2025 CISO survey by Absolute Security" @davey_juice on X 2025-07-16 05:22:14 UTC 4432 followers, 17.9K engagements
"$AIG: Took massive REbacked risks w/ insured premiums forced to liquidate at fire-sale prices during 0709 crash to pay back govt bail out. $UNH: Alleged Medicare upcoding & care avoidance $610B fraud risk AIG underestimated risk from derivatives" @davey_juice on X 2025-07-25 03:56:25 UTC 4446 followers, 1167 engagements
"Used some of the money to add $iot at XXXXX. But not much" @davey_juice on X 2025-07-11 13:50:32 UTC 4438 followers, XXX engagements
"AIG: Inflated RE/junk bonds via swapsglobal collapse UNH: Alleged Medicare upcoding & care avoidance$610B fraud risk AIG masked risk w derivatives. UNH allegedly masks harm w hospital-transfer kickbacks. 2/3 Dow insurers in XX yrs. $AIG still down 96%. $UNH already down 56%" @davey_juice on X 2025-07-25 03:47:21 UTC 4432 followers, XX engagements
"$rbrk FCF expected to increase 1560% from 21.6m to 337m from 2024 to 2027" @davey_juice on X 2025-07-15 12:00:12 UTC 4445 followers, XXX engagements
"@SergeyCYW I own X of the top X on this list and Ive made some nice gains on the one I dont own in the top X last year. Although idk how you consider $docn a fintech company is that a typo I also feel like based on what you considered fintech you could have also included $grab / $glbe" @davey_juice on X 2025-07-08 13:49:29 UTC 4431 followers, XXX engagements
"Scale securely w/out manual ops bottlenecks Used heavily by DevSecOps teams aiming for policy-driven automation across clouds. $RBRK Competes w/: Commvault Metallic Veeam Veritas NetBackup Flex" @davey_juice on X 2025-07-22 01:16:03 UTC 4431 followers, XXX engagements
"$RBRK 📈 Rosenblatt boosted price target from $XX $XXX Maintained Buy rating Praised strong ARR growth and FedRamp momentum Highlights improving margins and enterprise traction" @davey_juice on X 2025-07-25 17:49:49 UTC 4446 followers, XXX engagements
"📈 Roth Capital raised PT from $XX $XXX reiterated Buy. Emphasized stronger free cash flow outlook signaling better capital efficiency. Praised $RBRK execution clarity including disciplined expense management and predictable renewals boosting investor confidence" @davey_juice on X 2025-07-25 17:56:31 UTC 4446 followers, XXX engagements
"@UnrivaledInvest You should do one of these I find only these X companies attractive $tsm $meli $iot $rbrk $dlo $glbe Def should at least check out rubrik as its a newer ipo and banger in the making" @davey_juice on X 2025-07-15 02:28:08 UTC 4432 followers, XXX engagements
"@LeadingReport I thought this was a joke. Why does this pedofile who raped young boys/men still have a platform. Some people dont deserve a second chance at being taken seriously on any level. He should be in prison" @davey_juice on X 2025-07-15 17:00:56 UTC 4430 followers, XX engagements
"Fintwit is obsessed with $spgi and $msci meanwhile $qqq is running laps on them on a X yr chart(50% vs116%). Must be cheap right Well no- both trade at 40x non gaap pe for mid-high single digit growth w minimal margin expansion over next few yrs. premium not deserved imo" @davey_juice on X 2025-07-18 19:53:37 UTC 4443 followers, XXX engagements
"13a/ Code-to-Cloud Automation $RBRK supports infrastructure-as-code for cyber resilience. Through APIs & native Terraform support enterprises can: Automate backup recovery & compliance workflows Codify data protection policies across hybrid/multi-cloud" @davey_juice on X 2025-07-22 01:13:22 UTC 4430 followers, XXX engagements
"If current growth rates hold up: 2045 would see: X. SEA GDP at 50T X. USA GDP at 44T 2a. India GDP at 44T X. LatAm GDP at 35T X. EU GDP at 34T X. Africa GDP at 24T New world order coming. Companies like $glbe & $dlo should see massive benefits as well as COs operating locally" @davey_juice on X 2025-07-11 05:56:46 UTC 4443 followers, 6317 engagements
"$RBRK posted strong Q1 FY26: Revenue up XX% YoY to $278.5M Subscription ARR grew XX% YoY to $1.18B Cloud ARR surged XX% YoY to $972M 2381 customers with $100K+ ARR (+28% YoY) Strong growth across the board caught Wall Streets 👀 . 🧵" @davey_juice on X 2025-07-25 17:47:21 UTC 4446 followers, 2036 engagements
"@KobeKapital I would add these meme shit cos on same level or worse $RUM $COIN $OPEN $NNE $SOUN $qbts $RBLX $QS $Arqq $EVTL $EVEX $LWLG $QUBT $UPST $NET" @davey_juice on X 2025-07-19 21:13:57 UTC 4441 followers, XXX engagements
"✅ Why $rbrk is uniquely positioned: AI-driven data classification in every snapshot Anomaly detection to catch exfiltration attempts Forensic visibility into file access: what who when This enables security teams to: Identify stolen data instantly" @davey_juice on X 2025-07-16 06:13:20 UTC 4432 followers, XXX engagements
"$ITECH.ST looks very attractive. Ive not studied the business but maybe I will. The metrics look great valuation looks more than fair. Supposed to grow from 24-27: Revenue from 179m to 313m Gross Profit growing faster-95.1m to 175m 12.4x p.e 2027 Interesting" @davey_juice on X 2025-07-16 16:16:33 UTC 4443 followers, 1546 engagements
"$pltr Anyone who is still deeply invested in this name without taking out their original investment- you are the biggest greedy pigs ever I cant wait to see you slaughtered. This name is trading at 317B or 47.3x ev/revs and 58x ev/gp THREE YEARS OUT 80x ntm ev/rev 98x ev/gp 🐷" @davey_juice on X 2025-07-07 15:23:07 UTC 4429 followers, 2846 engagements
"Trimmed 1/8 of my shares in $ttd at XXXXX for $rbrk in after hours. Now $rbrk is a larger position. My conviction is higher so I felt it necessary. Still small position just above 1%. As Ive said before Im exercising patience on accumulating. Trying to be tactical" @davey_juice on X 2025-07-08 23:49:37 UTC 4430 followers, 1193 engagements
"Someone explain to me why $crwd trades at 16x ev/ 2027 sales and 20.2x ev 2027 gp. I just dont get it. Revenue growth been falling off a cliff & margins been getting worse- yes I know the incident but still- market just giving full credit for them getting margins back growth" @davey_juice on X 2025-07-20 15:00:42 UTC 4438 followers, 2673 engagements
"8a/ Compliance Logging & Auditing $RBRK logs who accessed modified or deleted backup datacreating secure tamper-proof audit trails essential for SOX GDPR HIPAA compliance. All built into Rubriks backup platformno separate SIEM agents required. It complements rather than" @davey_juice on X 2025-07-20 08:06:48 UTC 4431 followers, XXX engagements
"People shopping less at overpriced $cmg horse slob for $XX is not indicative of the US economy 😂" @davey_juice on X 2025-07-24 15:39:19 UTC 4443 followers, 1424 engagements
"So far $rbrk has been bouncing on the XX ema. As long as it stays above XX ema at 85ish remains bullish imo. If market sells off next support I see is XXXXX. Would be the XXX ema. Also classic and fib pivots at 80-82. Lots of support here techincally. Wouldnt mind if XX breaks" @davey_juice on X 2025-07-10 19:10:35 UTC 4433 followers, 1395 engagements
"📈 FBN Securities raised $RBRK target from $XX $XXX. They highlighted: Strong Q1 revenue growth (+49% YoY) and billings (+53%) beating estimates RPO up XX% YoY signaling a growing backlog. Durable customer retention & expanding cloud demand fueling long-term growth" @davey_juice on X 2025-07-25 17:53:46 UTC 4446 followers, XXX engagements
"Best r/r I see now: $rbrk $meli $glbe $iot $dlo Honorable mentions: $tsm $alab (prefer on 10-15% sell offs) $se & $nu is attractive on a XX% dip. Attractive on 20-30% sell off: $se $ddog $zs $snow $adyen * $evo attractive ONLY if fundamentals flip in coming Qrtr/s* You" @davey_juice on X 2025-07-17 02:44:27 UTC 4444 followers, 3183 engagements
"Earnings for the next X weeks: $GRAB - 07-30-2025 $NET - 07-31-2025 $MELI -08-04-2025" @davey_juice on X 2025-07-21 22:26:35 UTC 4430 followers, 1524 engagements
"5a/ SaaS App Backup Protects cloud apps like Office XXX Salesforce & Google Workspace from accidental deletion corruption/ransomware. One unified platform for both SaaS and onprem data simplifies management. $RBRK Go holds XXX% mindshare in the SaaS backup category" @davey_juice on X 2025-07-20 03:33:11 UTC 4438 followers, XXX engagements
"Re $ZS What Im looking for in simple terms Adoption of new products- how much progress & how much they discuss on er Re-acceleration of revenue growth & or GAAP profit progress International sales S&M lowering as % of revs consistently y/y (unless massive accel occurs)" @davey_juice on X 2025-07-23 02:49:30 UTC 4441 followers, 1995 engagements
"$RBRK Rubrik ranks #1 in next-12-month sales sentiment among SaaS AEs (4.41/5) per RepVue. Ahead of names like Gong Databricks Zscaler ServiceNow and CrowdStrike. Sample sizes vary but worth noting as a potential signal for GTM momentum" @davey_juice on X 2025-07-18 00:11:14 UTC 4442 followers, 2996 engagements
"Trimmed some $net at XXXXX for $meli at 2394" @davey_juice on X 2025-07-15 22:20:52 UTC 4442 followers, XXX engagements
"$DDOG 3-year outlook based on X year average p/s as exit mult 🚀🐶 🟥 Bear: XX% growth XX sales $150/sh (+3.1% CAGR) 🟨 Base: XX% growth XX sales $210/sh (+15.3%) 🟩 Ultra Bull: XX% growth XXXX sales $291/sh (+28.5%) Dilution from 2.9%2.3%/yr + $2B net cash 💵" @davey_juice on X 2025-07-13 00:42:00 UTC 4446 followers, 7469 engagements
"$snap should sell to $meta or anyone and call it a day. Brutal" @davey_juice on X 2025-07-07 19:25:33 UTC 4429 followers, 1882 engagements
"$RBRK 2030 Price Target = $XXX Assumptions: Q1 XX rev: $278.48M FY30 rev: $3.72B XXXXX% CAGR FY31 est. rev: $4.39B (+18%) XXX% dilution annually $800M Net Cash $53.04B Exit multiple: 14.04x FY30 / 11.9x FY31 From $XXXXX $255= XXXXX% CAGR Thoughts" @davey_juice on X 2025-07-16 19:55:29 UTC 4441 followers, 7883 engagements
"Breaking news: Something is broken $crwd is down almost X% in X month- X% off highs warren buffet once said to be greedy when theres blood on the streets. Time to load up the truck on this generational company Warren will be proud if I do right" @davey_juice on X 2025-07-15 16:18:14 UTC 4438 followers, XXX engagements
"$ASML Dumb take - they wont even talk about 2026 didnt even commit to not being ex-growth. Best positioned i see is still $nvda $tsm or $alab take your pick. Just my opinion. Push back on me if you disagree :)" @davey_juice on X 2025-07-24 15:44:56 UTC 4443 followers, XXX engagements
"Even with me being optimistic $net and $crwd dont come close to beating the market in this scenario. They have to obliterate estimates" @davey_juice on X 2025-07-12 17:27:51 UTC 4430 followers, XXX engagements
"Trimmed more $net at XXXXXX. Im out of most of my shares that arent assigned to covered calls. Just a bit more" @davey_juice on X 2025-07-16 13:38:46 UTC 4441 followers, XXX engagements
"My High Quality GARP Watchlist- I consider high quality that for me are prime for swing trading when the valuation is RIGHT ONLY. Ive traded many of these before. $ANET $ASML $AVGO $CPNG $DNOPY $FTNT $GTLB $INTU $ISRG $MNDY $MPWR $MSFT $PANW $PCOR $TTD $UBER $VEEV $WDAY" @davey_juice on X 2025-07-17 00:58:50 UTC 4438 followers, 3277 engagements
"@Futurenvesting @Kross_Roads @Mr_Derivatives Lets see how hood is doing when the rates lower and crypto crashes. Easy to look at them now and think its a good business. Patience is a virtue" @davey_juice on X 2025-07-19 18:46:13 UTC 4445 followers, XX engagements
"Ransomware threats quadrupled in a year (2024) Barracudas Managed XDR data shows that ransomware threats increased 4x during 2024evidence of an accelerating cybercrime outbreak that drives natural demand for cyber-resilient backup solutions as companies are under-invested" @davey_juice on X 2025-07-16 05:49:01 UTC 4435 followers, XXX engagements
"@RedCoatChicago I hear you I also like $dlo $rbrk $iot (bearish chart as well) and $glbe atm.if $tsm / $alab $nvda ever hit their XX Ema I would love to buy" @davey_juice on X 2025-07-17 20:13:21 UTC 4438 followers, XXX engagements
"Is the local bottom for $rbrk (pre earnings low)" @davey_juice on X 2025-07-16 16:07:42 UTC 4438 followers, 1588 engagements
"@GabGrowth When I go to to Asia Im going to Japan SK Singapore Thailand Philippines maybe Taiwan maybe Indonesia. China simply not on my list - rather head to Australia/NZ etc and the places above in that region. Im also not fond of going somewhere people hate Americans funding CCP" @davey_juice on X 2025-07-24 07:37:41 UTC 4438 followers, XXX engagements
"$RBRK 3-year price targets based on ptntl scenarios 🔐📈 🟥 Bear: XX% growth 11x sales $100/sh (+5.7% CAGR) 🟨 Base: XX% growth 14x sales $142/sh (+18.8%) 🟩 Bull: XX% growth 17.5x sales $205/sh (+32.0%) All include dilution varying from 2.53.5% + $500M net cash" @davey_juice on X 2025-07-13 01:44:27 UTC 4443 followers, 10.3K engagements
"$IOT valuation 1q 2028 (dilution/net cash included) 🟥 Bear: XX% rev growth 11x sales $XXXXX (+5.0%/yr) 🟨 Base: XX% 15x $XXXXX (+19.5%/yr) 🟩 Ultra Bull: XX% 19.5x $XXXXX (+29.2%/yr) Pretty big upside in both base case and ultra bull" @davey_juice on X 2025-07-13 02:14:53 UTC 4438 followers, 4744 engagements
"@BigBullCap you think this model seems pretty doable - feels like one of the easiest stocks to get a 20%+ cagr with growth less than analysts see & with lower multiples than current ones (multiple contraction). Bullish $rbrk" @davey_juice on X 2025-07-23 02:36:52 UTC 4442 followers, XXX engagements
"Now that Im home will be focused on continuing to deep dive $nu $dlo and $rbrk Ive already shared a lot mainly on $nu ( $glbe ) Which one should I start with Ill link some of the threads I put on $nu below for anyone who missed it" @davey_juice on X 2025-07-08 03:59:44 UTC 4431 followers, 1295 engagements
"At this point Im running low on patience for $evvty $evo - will likely sell some if the pop is decent enough today. Insane thesis creep here. I dont like to hold turn around stories. I didnt buy it as one but I also thought it stupid to sell for too low of a price. Will lyk" @davey_juice on X 2025-07-17 11:28:14 UTC 4432 followers, 2045 engagements
"@stonescotch Its not anti H1B. You didnt read my tweet. Read it again. Im saying- for American companies to lay off American workers and the to turn around and apply for almost the same # of H1B visas is a mockery. Im saying if a company lays off Americans they cant hire cheap foreign" @davey_juice on X 2025-07-25 02:40:18 UTC 4446 followers, XX engagements
"Trimmed $evvty at XXXXX also trimmed $grab XXXX and added to $rbrk at 84.77$" @davey_juice on X 2025-07-17 14:00:04 UTC 4432 followers, XXX engagements
"1 year after travel meltdown Delta- $CRWD dispute far from over Delta says those few days cost it more than $500M.Delta CEO said they had to manually touch/reboot 40000 servers to recover & was hit hardest because it was more dependent on $CRWD $MSFT" @davey_juice on X 2025-07-19 15:01:59 UTC 4429 followers, XXX engagements
"@SabroxChand Relatively speaking not at all" @davey_juice on X 2025-07-26 01:43:10 UTC 4446 followers, XX engagements
"Part 2: $ALAB - 08-05-2025 $AMD - 08-05-2025 Will try and update this list every few days and add the upcoming earnings within X weeks of companies that I hold" @davey_juice on X 2025-07-22 17:35:42 UTC 4431 followers, XXX engagements
"I created X lists with the fastest XX SW cos at 275-290m$/q scale since 2015 that are still relevant today. One= ZIRP era list which growth= much higher for due to the times. 2nd = post zirp list for cos who hit this scale more recently. $rbrk $net $iot $zs $snow $crwd $ddog" @davey_juice on X 2025-07-11 15:09:43 UTC 4431 followers, 3223 engagements
"@GabGrowth Pedro did NOT go there to take $dlo private after 2-3 years. If they put up good numbers and control margin decline better like $adyen this will be higher. Market needs to see the story take place before it gives credit. This is how $dlo stock has been since growth&margins slowed" @davey_juice on X 2025-07-24 13:38:18 UTC 4446 followers, XXX engagements
"Cumulative revenue growth estimates for the X years from 2025 to 2027. My LT investable universe for growth ideas I own all but the starred ones (16/23) 1/2 X $ALAB XXX% X $NVDA XXXXX X $RBRK XXXXX X $NU XXXXX X $DLO XXXXX X $NET XXX X $GLBE XXXX X $MELI XXXX X. $SNOW 91.7" @davey_juice on X 2025-07-19 01:30:21 UTC 4445 followers, 8034 engagements