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@SergeyCYW Sergey

Sergey posts on X about $googl, googl, iot, $iot the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXXX +4.60%
X Month XXXXXXX -XXXX%
X Months XXXXXXXXX +26%
X Year XXXXXXXXX +1,548%

Mentions: XXX #

X Week XXX -XX%
X Month XXX +22%
X Months XXXXX +51%
X Year XXXXX +756%

Followers: XXXXX #

X Week XXXXX +1.20%
X Month XXXXX +12%
X Months XXXXX +74%
X Year XXXXX +726%

CreatorRank: XXXXXXX #

Social Influence #

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

Social topic influence $googl 7.06%, googl 6.45%, iot 3.23%, $iot 3.23%, eps 3.23%, saas #200, $now 2.62%, $panw 2.02%, cash flow 1.61%, panw XXXX%

Top accounts mentioned or mentioned by @stocksavvyshay @bigbullcap @investingvisual @dividenddudex @bourboncap @dividendtalks @jonahlupton @daveyjuice @mmmtwealth @bethkindig @davey_juice @smartfinapp @mosinvesting @tickersymbolyou @fiscalai @stockmarketnerd @samsolid57 @stretchmikep @stock_opine @fools_gd

Top assets mentioned Alphabet Inc Class A (GOOGL) Helium IOT (IOT) Now Coin (NOW) Palo Alto Networks Inc (PANW) Amazon.com, Inc. (AMZN) ServiceNow Inc (NOW) MercadoLibre Inc (MELI) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Netflix Inc (NFLX) Cloudflare, Inc. (NET) Intel Corporation (INTC) NuCypher (NU) Trade Desk, Inc. (TTD) MongoDB, Inc. (MDB) Snowflake, Inc. (SNOW) Datadog Inc (DDOG) Palantir (PLTR) Microsoft Corp. (MSFT) Intuit Inc. (INTU) 4 (FOUR) Toast, Inc. (TOST) StoneCo Ltd. Class A Common Shares (STNE) RAI Finance (SOFI) DLocal Limited Class A Common Shares (DLO) Robinhood Markets, Inc. (HOOD) DigitalOcean Holdings, Inc. (DOCN) Crowdstrike Holdings Inc (CRWD) Taiwan Semiconductor (TSM) GitLab Inc. Class A Common Stock (GTLB) Adobe, Inc. (ADBE) Apple, Inc. (AAPL) Micron Technology, Inc. (MU) BILL THE BEAR (BILL) Sea Limited (SE) PayPal Holdings Inc (PYPL) SoFi Technologies, Inc. Common Stock (SOFI) UiPath, Inc. (PATH) Intuitive Surgical, Inc. (ISRG) Shopify Inc (SHOP) Axon Enterprise, Inc. (AXON) HUBSPOT, INC. (HUBS) AMC Entertainment Holdings, Inc. (AMC) Nu Holdings Ltd. (NU)

Top Social Posts #

Top posts by engagements in the last XX hours

"$IOT Samsara Shareholder Dilution: Stock-based compensation (SBC) expenses have been gradually declining over the past two years but in Q1 ticked up slightly to XX% of revenue which is still a relatively high level compared to typical SaaS benchmarks. Shareholder dilution remains elevated but still within acceptable limits with a modest improvement in Q1. The weighted-average basic shares outstanding increased by XXX% YoY"
@SergeyCYW on X 2025-07-16 14:35:16 UTC 6350 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 6351 followers, 1976 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 6351 followers, 1937 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 6349 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

"@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 6351 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 6351 followers, XXX engagements

"$IOT Samsara reported +30.7% YoY revenue growth in Q1 a slowdown from the adjusted +35% YoY in Q4 FY2024 (excluding the extra week in 2023). Based on guidance for next quarter if the company beats by XXX% again as it did in Q1 Q2 revenue growth would be XXXX% signaling a stabilization in growth. RPO growth slowed to +28.4% and cRPO growth also decelerated to +29.4% both now growing slower than revenue. Billings growth accelerated to +27.7% but still lags revenue growth"
@SergeyCYW on X 2025-07-16 14:34:38 UTC 6350 followers, XXX engagements

"Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative"
@SergeyCYW on X 2025-07-05 14:33:03 UTC 6341 followers, 3744 engagements

"$MELI MercadoLibre MercadoLibre a Latin American e-commerce leader has a rapidly expanding fintech arm Mercado Pago. The synergy between its commerce and financial services creates a powerful ecosystem with strong network effects. In the first quarter of 2025 the fintech business grew its monthly active users by XX% year-over-year to XX million. Fintech revenues reached $XXXX billion in the quarter accounting for XXXX% of the company's total revenue. This integration is MercadoLibre's key competitive advantage; users engaged with the fintech platform tend to use more financial products and"
@SergeyCYW on X 2025-07-08 11:32:19 UTC 6349 followers, 1051 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 6341 followers, 4562 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 6349 followers, 9187 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 6351 followers, 1345 engagements

"A valuation chart based on the Forward P/E ratio relative to analysts' EPS growth forecasts for next year. Trading at a premium: $MU $ARM. Trading below average valuation: $INTC"
@SergeyCYW on X 2025-07-17 14:58:08 UTC 6350 followers, 1086 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 6351 followers, XXX 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 6351 followers, 1386 engagements

"KLA Corporation $KLAC KLA specializes in process control and yield management systems for semiconductor manufacturing holding approximately XX% market share in inspection and metrology. In Q2 2025 revenue reached a record $XXXX billion at the upper end of guidance. Stock is up XX% year-to-date driven by rising demand in advanced semiconductors and AI. The company projects $XXX million in advanced packaging revenue for 2025 up XX% from $XXX million the prior year. Its portfolio spans wafer fabrication to advanced packaging and leadership in electron beam inspection and AI-enabled process"
@SergeyCYW on X 2025-07-17 14:59:19 UTC 6335 followers, XXX 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 6350 followers, XXX engagements

"Spotify Technology S.A. $SPOT Spotify's advertising revenue reached XXX million in Q1 2025 growing X% year-over-year. The company's strategic advantage centers on its audio-first advertising ecosystem and deep listener engagement data. Spotify's ad-supported tier serves XXX million monthly active users providing substantial reach for advertisers targeting younger demographics. The platform's Spotify Ad Exchange launched in Q1 2025 enabling real-time bidding with full addressability and measurement capabilities. Automated sales channels contributed the largest share of overall advertising"
@SergeyCYW on X 2025-07-11 11:32:19 UTC 6335 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 6339 followers, XXX engagements

"$SOFI SoFi Technologies SoFi Technologies is a digital personal finance company that has achieved significant growth and profitability. In the first quarter of 2025 SoFi reported record net revenue of $XXX million a XX% increase year-over-year and a net income of $XX million. Its member base expanded by XX% to XXXX million. The company's competitive edge lies in its "Financial Services Productivity Loop" a strategy of attracting customers with one product and then cross-selling from its wide array of offerings including loans investing and banking. A rapidly growing deposit base which reached"
@SergeyCYW on X 2025-07-08 11:32:37 UTC 6336 followers, XXX engagements

"@ZaStocks $RDDT +61.5% YoY revenue growth in Q1 is impressive"
@SergeyCYW on X 2025-07-25 16:08:18 UTC 6351 followers, 2238 engagements

"@StockSavvyShay $NVDA is one of the most successful stocks backed by strong fundamental performance"
@SergeyCYW on X 2025-07-25 10:22:10 UTC 6348 followers, XXX 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 6351 followers, 1410 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 6333 followers, 1202 engagements

"UiPath Inc. $PATH UiPath bridges RPA and agentic AI with its Agent Builder and Agentic Automation framework. Agents handle knowledge workreasoning judgment and decision-making. According to its 2025 report XX% of enterprises deploy agentic AI and XX% express strong interest. UiPaths neutral platform integrates with other vendors and its automation library accelerates deployment. It evolves from RPA into full-stack agent orchestration enabling end-to-end enterprise automation"
@SergeyCYW on X 2025-07-23 15:04:47 UTC 6348 followers, XXX 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 6337 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 6335 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 6351 followers, 1418 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 6351 followers, XXX engagements

"$IOT Samsara added XXX new $100K+ ARR customers in Q1 which is in line with the companys two-year average and represents +35% YoY growth. However management did not disclose figures for larger customers exceeding $1M+ in ARR this quarter"
@SergeyCYW on X 2025-07-16 14:34:42 UTC 6350 followers, XXX engagements

"$ISRG Posts +28% Net Income Growth in Q125 But Shares Dip Slightly Intuitive Surgical reported another strong quarter. Net Income climbed +28.2% YoY with Net Margin expanding to XX% and EPS rose +27.2% YoY to $XXXX. Operating Income jumped +23.2% supported by margin expansion to XX% while EBITDA margin held at XX% signaling durable profitability. Revenue increased +19.1% YoY to $2.25B led by +25.0% growth in System sales and a +24.5% YoY rise in Da Vinci placements reflecting continued momentum in surgical adoption. Recurring revenue also climbed +18.9% showing strength in platform retention."
@SergeyCYW on X 2025-04-23 04:06:58 UTC 6351 followers, 1250 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 6340 followers, XXX engagements

"Amazon Inc. $AMZN Amazon integrates agentic AI via AWS Bedrock Agent Amazon Lex and its consumer-facing Alexa platform. The Nova Act initiative built by ex-Adept engineers powers agents to complete web-based tasks like email and form entry. Amazons edge comes from real-world operational data logistics scale and global cloud reach. Its ecosystem including e-commerce and Prime services generates agent training data that rivals cant replicate. Switching costs are high given the breadth of AWS integrations"
@SergeyCYW on X 2025-07-23 15:04:35 UTC 6349 followers, XXX engagements

"$ADYEN Adyen Adyen offers a unified global commerce platform that streamlines the entire payment process for large enterprise clients. The companys integrated solution manages everything from payment processing and risk management to settlement across all channels. In the first quarter of 2025 Adyens net revenue grew XX% year-over-year to XXXXX million. The company's Unified Commerce segment showed particular strength with net revenue climbing XX% to XXXXX million. Adyens competitive advantage is its single global platform which simplifies payment operations for international businesses and"
@SergeyCYW on X 2025-07-08 11:32:22 UTC 6334 followers, 1017 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 6337 followers, 4800 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 6351 followers, 8379 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 6337 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% Segment Revenue ➡Google Search $54190M rev (+11.7% YoY XXXX% of Rev)🟡 ➡YouTube ads $9796M rev (+13.1% YoY XXXX% of Rev)🟡 Google Network $7354M rev (-1.2% YoY XXX% of Rev)🟡 ➡Google advertising $71340M rev (+10.4% YoY XXXX% of Rev)🟡 Google subscriptions $11203M rev (+20.3% YoY XXXX% of Rev)🟢 ➡Google Services $82543M rev (+11.7% YoY XXXX% Op Margin"
@SergeyCYW on X 2025-07-24 11:28:05 UTC 6334 followers, 1694 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 6349 followers, 2940 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 6339 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 6346 followers, XXX engagements

"Amazon $AMZN Amazon Prime Video operates as the most visited pay TV platform tied to over XXX million Prime members across 9000+ devices. It serves as both a content provider and subscription aggregator. The unified billing system and app integration simplify access to premium channels like HBO Max Apple TV+ and Paramount+. In one year XXX million HBO Max subscribers joined via Prime Video. Heavy AI investment drives personalized recommendations and channel customization. Starting October 2025 Prime Video will stream NBA games expanding into live sports. Full Prime membership at $14.99/month"
@SergeyCYW on X 2025-07-22 12:33:42 UTC 6335 followers, XXX 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 6350 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 6351 followers, 1177 engagements

"$IOT Samsara trades at a Forward P/E of XXXX with revenue growth of XXXX% YoY in the last quarter. The EPS growth forecast for 2026 is +25.3% with a P/E of XXXX resulting in a 2026 PEG ratio of XXX. For 2027 EPS is expected to grow +26.8% with a P/E of XXXX and a PEG ratio of XXX still on the higher side. That said Samsara only became non-GAAP profitable in 2023 and remains in the early stages of its growth story which partly justifies the premium valuation"
@SergeyCYW on X 2025-07-16 14:34:14 UTC 6350 followers, XXX 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 6351 followers, XXX engagements

"Let's consider the Rule of XX metric for evaluating SaaS* companies compared to valuation by EV/S multiple (next year). The Rule of XX helps investors balance growth and profitability offering deeper insights into company efficiency unlike EV/S multiples which reflect only revenue expectations. Combining both metrics ensures you're paying a fair price for sustainable high-quality growth rather than chasing top-line expansion alone. A company meeting or exceeding the XX% threshold is generally viewed positively attracting investors who value both growth and profitability. In this analysis I've"
@SergeyCYW on X 2025-07-14 14:27:05 UTC 6333 followers, 4750 engagements

"@davey_juice Ill likely remove $DOCN from this listoriginally $KSPI was in that spot and now its unclear when exactly the swap happened 😄. Mustve been the summer heat getting to me 😅"
@SergeyCYW on X 2025-07-08 14:15:04 UTC 6333 followers, XXX engagements

"SoFi Technologies $SOFI SoFi is a direct U.S. bank and an all-in-one digital finance platform. With XX million members SoFi covers everything from banking and investing to loans and credit cards. Its bank charter lets it hold $XXXX billion in deposits slashing funding costs by $XXX million annually and enabling higher APYs and lower loan rates. XX% of new product adoptions come from existing members highlighting its cross-sell strength. The Galileo platform which powers third-party fintechs gives SoFi tech leverage without credit risk. It's also a zero-fee business in a fee-heavy industry"
@SergeyCYW on X 2025-06-30 13:53:57 UTC 6351 followers, XXX engagements

"Palo Alto Networks Inc. $PANW Palo Altos AI agents continuously monitor user behavior endpoint activity and network traffic to coordinate real-time threat response. Agents act independently to detect and mitigate complex attacks while maintaining audit trails and explainability. Trained on decades of threat intelligence the system learns from a vast customer base creating strong network effects. Its integrated security architecture and low-friction automation provide a powerful defensible position"
@SergeyCYW on X 2025-07-23 15:04:20 UTC 6351 followers, XXX engagements

"Snap Inc. $SNAP Snap's strategic advantage lies in its AI-powered direct response advertising capabilities with XX% of all ad revenue now coming from direct response campaigns as of Q1 2025. Revenue reached $XXXXX billion in Q1 2025 representing XX% year-over-year growth driven by enhanced targeting and AI-driven campaign optimization. The platform's competitive moat deepens through AI-powered attention measurement tools. Snap's partnership with Integral Ad Science launched the first AI-powered social attention measurement system in June 2025 leveraging eye-tracking and AI media quality"
@SergeyCYW on X 2025-07-11 11:32:38 UTC 6350 followers, XXX engagements

"$S SentinelOne Q1 FY2026: Strong Growth Expanding Margins Cautious Outlook Revenue grew XX% YoY to $229M exceeding expectations. Gross margin remained high at XX% and operating margin improved by XXX bps YoY to -2%. Free cash flow margin reached a record 20%. ARR rose XX% YoY to $948M while international revenue increased XX% YoY now making up XX% of total revenue. Singularity Platform continues to scale across AI cloud data and endpoint security. A new unified Cloud Security Suite was launched and ARR per customer hit a record. Wins included a Fortune XXX financial firm and a seven-figure"
@SergeyCYW on X 2025-05-29 14:27:03 UTC 6351 followers, 3831 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 6350 followers, XXX engagements

"Broadcom $AVGO Broadcom designs semiconductor and software solutions across networking wireless and data center markets. It launched the Tomahawk Ultra networking processor connecting 4x more chips than rivals using advanced Ethernet protocols. In Q2 2025 Broadcom generated $XXX billion in AI semiconductor revenue up XX% YoY. Its edge lies in custom ASICs and networking chip leadership making it essential for hyperscalers scaling AI workloads. The semiconductor segment posted XX% gross margins and XX% operating margins reflecting strong pricing power. Broadcom expects $XXX billion in AI"
@SergeyCYW on X 2025-07-17 14:58:44 UTC 6351 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 6351 followers, 1730 engagements

"$IOT Samsara's return on S&M spending is XXXX the CAC Payback Period better than the median for SaaS companies is at a healthy level (the median for the SaaS companies I track is 26.9). The R&D Index (RDI Score) for Q1 stands at XXXX above the median of XXX for the SaaS companies I monitor and significantly higher than the industry median of XXX. An RDI Score above XXX is considered indicative of best-in-class performance. The industry median of XXX highlights the importance of efficient R&D investment"
@SergeyCYW on X 2025-07-16 14:35:00 UTC 6350 followers, XXX 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 6351 followers, 2340 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 6350 followers, XXX engagements

"PubMatic Inc. $PUBM PubMatic's strategic advantage centers on its independent supply-side platform status positioning it as the largest independent sell-side advertising company globally. The company reported Q1 2025 revenue of $XXXX million representing X% year-over-year growth with contribution ex-TAC reaching $XXXXX million up XX% year-over-year. The platform's competitive edge strengthens through Connected TV market dominance. PubMatic holds the X position in CTV SSP market share in both the US and Canada with CTV revenue growing over XX% year-over-year in Q1 2025. Supply Path"
@SergeyCYW on X 2025-07-11 11:32:45 UTC 6348 followers, XXX engagements

"@StockSavvyShay Long $CRWD $TTD $NET $SHOP and $AXON"
@SergeyCYW on X 2025-07-26 11:22:10 UTC 6351 followers, 1561 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, 65.9K 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 6351 followers, 1341 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

"AMC Entertainment $AMC AMC operates XXX theaters and 10000 screens globally offering a unique value within the streaming ecosystem through theatrical distribution. In July 2025 AMC reached a creditor agreement to strengthen its balance sheet supported by strong box office performance. Its competitive edge lies in premium format offerings and theater upgrades. AMC enhances content visibility and cultural relevance through exclusive theatrical windows complementing streaming releases. Focus on large format experiences and improved food services positions AMC as a differentiated entertainment"
@SergeyCYW on X 2025-07-22 12:33:47 UTC 6338 followers, XXX 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 6351 followers, XXX 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 6351 followers, 1281 engagements

"$TOST Toast Toast operates an all-in-one digital platform tailored specifically for the restaurant industry. As of the first quarter of 2025 its Annual Recurring Revenue (ARR) hit $XXX billion a XX% increase from the prior year while Gross Payment Volume (GPV) grew XX% to $XXXX billion. The company serves approximately 140000 restaurant locations a XX% year-over-year increase. Toast's key advantage is its restaurant-first focus offering a deeply integrated suite of tools for point-of-sale operations and financial management that scales from small businesses to large enterprise clients"
@SergeyCYW on X 2025-07-08 11:32:33 UTC 6336 followers, XXX engagements

"@DividendTalks $ASML investors were spooked by soft guidance even though the fundamentals for Q2 were strong"
@SergeyCYW on X 2025-07-21 14:15:09 UTC 6348 followers, 1603 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 6351 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 6333 followers, XXX engagements

"An alternative perspective would be a valuation chart based on the Forward P/E ratio relative to analysts' revenue growth forecasts for next year which tends to be more appropriate for margin-rebuilding and capex-heavy companies. Based on this chart due to lower forecasted revenue growth $INTC are trading at a premium. On the other hand $TSM $MRVL and $NVDA are currently trading below their average valuation levels"
@SergeyCYW on X 2025-07-17 14:58:12 UTC 6349 followers, XXX engagements

"Microsoft Corporation $MSFT Microsoft's Azure DevOps GitHub and Visual Studio suite form a complete enterprise DevOps solution. Azure DevOps pipelines enhanced in 2025 reduce testing cycle time and increase code accuracy. Security tools meet regulatory standards and reduce breach risks. Deeper GitHub integration enables smoother Azure pipeline operations. AI capabilities drive workflow optimization issue prediction and automation. Microsoft supports multi-cloud environments across Azure AWS and GCP. Gartner reports Azure DevOps reduces deployment time by up to XX% helping organizations"
@SergeyCYW on X 2025-07-14 12:48:38 UTC 6350 followers, XXX 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 6351 followers, 2405 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 6350 followers, 1385 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 6336 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 6351 followers, 1133 engagements

"Palo Alto Networks is named a Leader in The Forrester Wave: Enterprise Firewall Solutions Q4 2024 with top scores in Current Offering Vision Innovation and Roadmap. Pioneered next-generation firewall (NGFW); continuously adapts to evolving network security. Strata Network Security Platform delivers centralized management for both hardware and software firewalls supporting hybrid enterprise environments. Precision AI system automates security tasks with advanced machine learning deep learning and AIdriving a roadmap aligned with secure future-ready enterprise needs"
@SergeyCYW on X 2025-07-21 14:06:24 UTC 6350 followers, XXX engagements

"Microsoft Corporation $MSFT Microsoft leads the horizontal AI agent landscape through Azure AI and Microsoft XXX Copilot. Copilot Studio enables multi-agent orchestration across enterprise workflows automating tasks such as email management document creation and data analysis. Its exclusive access to GPT-4 via OpenAI gives Microsoft a unique advantage in agent reasoning across business contexts. Azure AI Studio provides retrieval-augmented generation and prompt orchestration capabilities. Microsofts strength lies in its deeply integrated ecosystem and enterprise reach positioning it to"
@SergeyCYW on X 2025-07-23 15:04:24 UTC 6348 followers, XXX engagements

"Synopsys $SNPS Synopsys leads in EDA software and semiconductor IP enabling chip design from concept to production. It received regulatory approval to acquire ANSYS enhancing simulation capabilities and completed advanced tape-outs with Samsung. The company forecasts Q3 revenue of $1.76$1.79 billion driven by demand for AI chip design tools. In Q3 2024 Synopsys posted $XXXXX billion in revenue up XX% YoY with non-GAAP EPS up XX% to $XXXX. Its AI-driven design automation and silicon-proven IP solutions reinforce its critical role across the semiconductor industry"
@SergeyCYW on X 2025-07-17 14:59:00 UTC 6350 followers, XXX engagements

"Conclusion $IOT Samsara saw a slowdown in revenue growth in Q1 FY2025 but it remains at a strong level overall. Management now expects to expand its TAM to $XXX billion by 2026 signaling long-term opportunity. Leading Indicators RPO growth of +28.4% which is below revenue growth Billings growth of +27.7% also below revenue growth ARR growth at +30.6% YoY roughly in line with revenue Net new ARR additions up +5% YoY Customer growth was average in line with the companys two-year trend Key Metrics Net Dollar Retention (NDR) held steady at XXX% CAC Payback Period worsened slightly to XXXX months"
@SergeyCYW on X 2025-07-16 14:35:20 UTC 6350 followers, XXX engagements

"@DividendTalks Long $TTD. Analysts forecast revenue growth at +18.0% for 2025 and +18.8% for 2026"
@SergeyCYW on X 2025-07-13 13:02:52 UTC 6350 followers, 4105 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 6341 followers, XXX engagements

"@Stock_Opine Great breakdown on $GOOGL and nice format for earnings analysis. 👍"
@SergeyCYW on X 2025-07-25 14:03:41 UTC 6335 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 6347 followers, XXX engagements

"@StockSavvyShay $GOOGL is strengthening its position in AI through Gemini. If it beats estimates by XXX% (same as last quarter) Q225 revenue growth would come in at +11.9% YoY a solid acceleration"
@SergeyCYW on X 2025-07-22 14:47:10 UTC 6333 followers, 1300 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 6348 followers, 5751 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 6351 followers, 1428 engagements

"Alphabet Inc. $GOOGL Alphabet drives its horizontal AI agent strategy through Gemini models and Vertex AI Agent Builder. Gemini agents execute multi-step tasks autonomously using advanced memory planning and tool-use. Vertex AI supports low-code agent deployment and model compatibility. The Agent2Agent (A2A) protocol allows secure agent collaboration across platforms. Alphabets scale in search data and researchespecially via DeepMindcreates powerful training and deployment advantages across both enterprise and consumer verticals"
@SergeyCYW on X 2025-07-23 15:04:31 UTC 6347 followers, XXX 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 6351 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

"@BigBullCap If $GOOGL beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +11.9% YoY"
@SergeyCYW on X 2025-07-22 12:11:45 UTC 6347 followers, XXX engagements

"@BigBullCap $GOOGL Search revenue growth accelerated to +12% YoY compared to last quarter despite investor concerns"
@SergeyCYW on X 2025-07-24 11:22:36 UTC 6334 followers, XXX 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 6350 followers, XXX engagements

"@StockSavvyShay @YahooFinance @FuturumEquities $GOOGL and $NOW delivered strong Q2 results. 💪"
@SergeyCYW on X 2025-07-24 15:47:58 UTC 6335 followers, XXX engagements

"Portfolio Update Jun 2025 MTD: +5.2% YTD: +22.5% Holdings: X. $NET XXXX% X. $MNDY XXX% X. $SNOW XXX% X. $CRWD XXX% X. $MELI XXX% X. $DDOG XXX% X. $SHOP XXX% X. $ZS XXX% X. $AXON XXX% XX. $DUOL XXX% XX. $NOW XXX% XX. $TTD XXX% XX. $IOT XXX% XX. $GTLB XXX% XX. $MDB XXX% Historical performance (TWR): 2020: +110.2%(since 15.04.2020) 2021: +23.7% 2022: -XXXX% 2023: +57.3% 2024: +24.9% Cumulative: +152.6% 👉 Subscribe to my newsletter for a monthly portfolio review. Past recaps:"
@SergeyCYW on X 2025-07-01 10:34:32 UTC 6336 followers, 10K engagements

"$IOT Samsara is seeing a slowdown in Annual Recurring Revenue (ARR) growth which came in at +30.6% YoY in Q1 roughly in line with the companys revenue growth"
@SergeyCYW on X 2025-07-16 14:34:50 UTC 6351 followers, XXX engagements

"FuboTV $FUBO FuboTV leads the sports-first live TV streaming category. Q1 2025 results beat guidance with XXXX million North American subscribers generating $XXXXX million in revenue up XXX% YoY. Its edge lies in sports content aggregation offering over XXX live networks including exclusive sports feeds. Features like Cloud DVR and Lookback are optimized for sports. In January 2025 Disney announced a merger combining FuboTV with Hulu + Live TV under XX% Disney ownership while maintaining operational independence. This partnership expands reach to XXX million subscribers. FuboTV targets 8%"
@SergeyCYW on X 2025-07-22 12:33:38 UTC 6348 followers, XXX 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 6351 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 6350 followers, XXX engagements

"$S Q1'25 Results: $229M rev (+22.9% YoY +1.6% QoQ) beat est by XXX% GM* (79.2% +0.4 PPs YoY) Operating Margin* (-1.7% +4.2 PPs YoY) FCF Margin (19.8% +1.7 PPs YoY)🟢 Net Margin (-90.9% -XXXX PPs YoY)🟡 ➡EPS* $XXXX in line with est non-GAAP Key Metrics RPO $1.16B (+33.0% YoY)🟢 ➡Billings $202M (+22.6% YoY)🟡 ARR $0.95B (+24.4% YoY +55 net new ARR)🟢 Customers ➡1459 $100k+ customers (+22.3% YoY +48) Operating expenses S&M/Revenue XXXX% (-3.5 PPs YoY) R&D*/Revenue XXXX% (+0.6 PPs YoY) G&A*/Revenue XXXX% (-0.9 PPs YoY) Quarterly Performance Highlights Net New ARR $55M (-14.9% YoY) CAC* Payback"
@SergeyCYW on X 2025-05-29 11:29:03 UTC 6351 followers, 4673 engagements

"$NFLX Q2'25 Results: $11.079B rev (+15.9% YoY +12.5% LQ) 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 03:34:26 UTC 6349 followers, 1469 engagements

"Over the past year $IOT Samsara has significantly improved its margins: Gross Margin rose from XXXX% to 78.5%. Operating Margin increased from XXX% to 13.9%. FCF margin increased from XXX% to 12.4%"
@SergeyCYW on X 2025-07-16 14:35:04 UTC 6350 followers, XXX engagements

"@StockSavvyShay @fiscal_ai $GOOGL Revenue by segments"
@SergeyCYW on X 2025-07-24 11:17:52 UTC 6334 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 6337 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 6349 followers, XXX engagements

"Analog Devices $ADI Analog Devices generates over $X billion in annual revenue with approximately 24000 employees worldwide. It operates under a hybrid manufacturing model combining internal fabs with external foundry partnerships including an expanded collaboration with TSMC for advanced 300mm capacity in Japan. Its analog portfolio delivers 12+ bits of resolution and 50+ MHz bandwidth with XX% of revenue coming from high-performance analog products. ADI targets growth in 5G infrastructure automotive electronics and industrial automation. A diversified base of 100000+ customers across"
@SergeyCYW on X 2025-07-17 14:58:56 UTC 6335 followers, XXX engagements

"$BKNG Surges in Merchant Growth While $ABNB Faces Margin PressureIs the Gap Widening Booking Holdings posted a strong Q1 led by a +22.2% YoY surge in its merchant segment which now dominates its revenue mix. Gross margin expanded to XX% and free cash flow hit $3.16B or XX% of revenue. Operating income jumped +34.7% YoY with margin expanding by 460bps. EPS came in at $XXXXX despite a -XXX% YoY decline in share count highlighting disciplined capital return. Airbnb while still growing reported decelerating trends. Revenue rose +6.1% YoY with Nights and Experiences Booked up +7.9% but average"
@SergeyCYW on X 2025-05-16 14:02:04 UTC 6350 followers, 1453 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 6347 followers, XXX engagements

"Adobe Inc. $ADBE Adobe's strategic advantage lies in its comprehensive AI-powered marketing cloud platform that unites creativity and marketing capabilities. The company reported record Q2 2025 revenue of $XXXX billion representing XX% year-over-year growth with Digital Experience segment revenue reaching $XXXX billion. Adobe's competitive moat deepens through GenStudio for Performance Marketing a generative AI-first application that enables businesses to create on-brand paid social ads display ads and marketing emails at scale. The platform's extensibility framework connects with third-party"
@SergeyCYW on X 2025-07-11 11:32:49 UTC 6348 followers, XXX engagements

"@thexcapitalist $GOOGL still appears undervalued based on multiples while every segment of the company showed growth acceleration in Q2"
@SergeyCYW on X 2025-07-25 14:23:28 UTC 6351 followers, 1222 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 6350 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 6351 followers, 1033 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 6351 followers, 4353 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 6351 followers, 1188 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 6351 followers, XXX engagements

"$IOR Samsara strengthening economic moat with switching costs serving as the primary defensive mechanism. The combination of growing economies of scale improving network effects and substantial switching costs creates a competitive advantage that becomes more defensible as the company scales. While individual moat elements face competitive pressures their combined effect provides meaningful protection in the rapidly evolving IoT and connected operations market"
@SergeyCYW on X 2025-07-16 14:34:34 UTC 6350 followers, XXX engagements

"@aktien_max Thank you I used to build all my charts and data in Google Spreadsheets but earlier this year I migrated everything to Excel and it turned out to be quite a challenge 😅"
@SergeyCYW on X 2025-07-25 16:05:21 UTC 6342 followers, XX engagements

"Analysts' revenue growth forecast for $PANW in 2025 is +16.7% and +14.0% for 2026. Considering this forecast the valuation based on the EV/Sales multiple appears fair when compared to other companies in the cybersecurity sector"
@SergeyCYW on X 2025-07-21 14:56:19 UTC 6348 followers, XXX engagements

"$MDB Q4'24 Results: $548M rev (+19.7% YoY +22.3% LQ) beat est by XXX% GM* (75.1% -XXX PPs YoY)🟡 Operating Margin* (20.5% +5.4 PPs YoY)🟢 FCF Margin (4.2% -XXX PPs YoY)🟡 Net Margin (-2.9% +9.2 PPs YoY) EPS* $XXXX beat est by 100.0%🟢 *non-GAAP Dilution SBC/rev XX% -XXX PPs QoQ Share count up XXX% YoY +3.9 PPs QoQ🔴 Guidance ➡Q1'25 $XXXXX - $529.0M guide (+16.8% YoY) in line with est $2240.0 - $2280.0M FY guide (+12.6% YoY) missed est by -2.6%🔴 Pros Revenue grew +19.7% YoY beating estimates by 5.9%. EPS of $XXXX up XXX% YoY far exceeded expectations. Operating margin expanded to 20.5%"
@SergeyCYW on X 2025-03-06 03:37:58 UTC 6335 followers, 1121 engagements

"Magnite Inc. $MGNI Magnite's strategic advantage centers on its independent supply-side platform status positioning it as the largest independent sell-side advertising company globally. The company reported Q1 2025 revenue of $XXXXX million representing X% year-over-year growth with contribution ex-TAC reaching $XXXXX million up XX% year-over-year. The platform's competitive edge strengthens through Connected TV market dominance. Magnite holds the X position in CTV SSP market share in both the US and Canada capturing XX% of Roku traffic and XX% of Amazon Fire TV traffic in the US. CTV"
@SergeyCYW on X 2025-07-11 11:32:34 UTC 6350 followers, XXX engagements

"@DividendDude_X $GOOGL showed growth acceleration across all segments in Q2. 💪"
@SergeyCYW on X 2025-07-24 15:49:55 UTC 6335 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 6333 followers, XXX engagements

"@samsolid57 Long $NET it's my largest position in the portfolio. 🥳"
@SergeyCYW on X 2025-07-25 16:10:56 UTC 6348 followers, XXX engagements

"$IOT Samsara reported a Net Revenue Retention (NRR) of XXX% for customers with ARR over $10K. For customers with ARR over $100K NRR stood at XXX% in Q4 FY2024. In Q1 FY2025 management did not provide updated NRR data for large customers. For context the median NRR among SaaS companies I track is around XXX% so Samsara remains competitive on retention metrics"
@SergeyCYW on X 2025-07-16 14:34:46 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 6345 followers, XXX engagements

"Intel $INTC Q2'25: Revenue Beat but Earnings Miss and Margins Under Pressure Intel reported Q2 revenue of $12.86B edging past estimates of $11.95B and up slightly YoY. The top-line growth was supported by continued momentum in its Data Center & AI (+3.5% YoY) and Foundry (+3.2%) segments. Client Computing however declined 3.3%. Gross margin came in at XX% down XXX percentage points YoY. Notably Intel is investing aggressively in R&D29% of revenue this quarter the highest in recent memory. This long-term orientation aligns with its foundry and AI ambitions. EBITDA margin improved slightly to"
@SergeyCYW on X 2025-07-25 10:29:05 UTC 6349 followers, 1678 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 6350 followers, XXX 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 6351 followers, XXX engagements

"Thoughts on Netflix Earnings Report $NFLX: 🟢 Positive Revenue reached $11.079B in Q2 up +15.9% YoY and +5.1% QoQ beating estimates by 0.3%. EPS of $XXXX up YoY and beating estimates by 1.6%. Operating margin rose to XXXX% up +6.8 percentage points YoY. Gross margin expanded to XXXX% (+6.1 pps YoY) and free cash flow margin reached XXXX% (+7.8 pps YoY). Net margin improved to XXXX% up +5.7 pps YoY. Q3 revenue guidance of $11.5B +17.0% YoY above consensus by 2.2%. Ad business on track to double revenue in 2025; global ad tech stack rollout completed. Netflix Ad Suite fully deployed;"
@SergeyCYW on X 2025-07-18 11:33:05 UTC 6349 followers, 2170 engagements

"Applied Materials $AMAT Applied Materials is the global leader in materials engineering and chip manufacturing equipment. In Q2 2025 the company posted $XXX billion in revenue and $XXXX EPS slightly below estimates but demonstrating resilience. Its DRAM systems business grew to XX% of segment revenue in Q1 2025 up from XX% the prior quarter. Applied's strength lies in its broad portfoliowafer fabrication deposition and etch toolsenabling chipmakers to scale efficiently. Strategic partnerships with TSMC Samsung and Intel reinforce its leadership in AI chip production. Management flagged"
@SergeyCYW on X 2025-07-17 14:59:11 UTC 6348 followers, XXX engagements

"@MMMTwealth Google Cloud revenue growth accelerated to +32% YoY and operating margin expanded to 21%"
@SergeyCYW on X 2025-07-24 12:52:53 UTC 6349 followers, 3309 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 6351 followers, 1195 engagements

"Intel Corporation $INTC Intel reported Q1 2025 revenue of $XXXX billion flat year-over-year while cutting operational expense targets from $XXXX billion to $XX billion. Its integrated modeldesign and fabricationsupports diverse markets from PCs to data centers. Intels foundry services are expanding allowing it to build chips for external clients and unlock new revenue streams. Longstanding dominance in x86 architecture and OEM relationships offer structural advantages though it faces mounting pressure from ARM-based rivals in AI and mobile segments"
@SergeyCYW on X 2025-07-17 14:59:15 UTC 6335 followers, XXX 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 6335 followers, XX engagements

"Qualcomm Incorporated $QCOM Qualcomm designs technologies across 5G AI and wireless communications. In Q2 2025 GAAP revenue hit $XXXXXX billion up XX% year-over-year fueled by diversification beyond handsets. The company targets $XX billion in non-handset revenues by fiscal 2029. Qualcomm acquired Alphawave Semi for $XXX billion on June XX 2025 expanding data center AI capabilities. Its Cloud AI XXX Ultra chipset supports hyperscalers and AI inference. Snapdragon platforms now power on-device AI across PCs XR headsets and automotive with AI-enabled chips projected to generate over $XX billion"
@SergeyCYW on X 2025-07-17 14:59:27 UTC 6335 followers, XXX engagements

"$TSLA Key points from Teslas Second Quarter 2025 Earnings Call: Financial Performance: Tesla reported XX% QoQ growth in automotive revenue for Q2 2025 exceeding a XX% rise in deliveries. Gains were driven by higher ASPs led by the refreshed Model Y. A $284M Bitcoin gain offset a prior $125M Q1 loss. Gross margins improved supported by model mix and fixed-cost leverage though impacted by tariffs. Free cash flow was $146M and CapEx was raised to over $9B for AI robotics and manufacturing. Automotive: The refreshed Model Y led global sales in June in several European countries. Tesla began early"
@SergeyCYW on X 2025-07-24 13:30:13 UTC 6351 followers, 1249 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 6351 followers, XXX engagements

"Salesforce Inc. $CRM Salesforce powers agentic AI through Einstein and its Agentforce initiative automating sales service and marketing workflows. Agents qualify leads run campaigns and manage escalations while maintaining lifecycle context. With low-code tools and pre-built agents deployment is fast. Salesforces strength lies in its customer data platform and vertical integrations supported by a vast ecosystem of partners. Agentforce drives value through high context retention and vertical customization"
@SergeyCYW on X 2025-07-23 15:04:43 UTC 6347 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 6351 followers, 1597 engagements

"@DividendDude_X @Similarweb $GOOGL is actually strengthening its position in AI through Gemini"
@SergeyCYW on X 2025-07-20 16:07:52 UTC 6350 followers, XXX engagements

"$IOT Samsara is trading at a Forward EV/Sales multiple of XXXXX which is below its average of XXXXX. Currently Samsara is valued below its historical average Forward EV/Sales level and has declined from a local peak of 22x back in March 2025"
@SergeyCYW on X 2025-07-16 14:34:10 UTC 6350 followers, XXX 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 6351 followers, XX engagements

"@davey_juice Do you mean a similar chart EV/Sales relative to projected revenue growth but adjusted by subtracting share dilution from the growth rate Or something else"
@SergeyCYW on X 2025-07-26 16:29:24 UTC 6350 followers, XX 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 6351 followers, 2149 engagements

"Amazon Inc. $AMZN Amazon's advertising revenue reached $XXXXX billion in Q1 2025 representing XX% year-over-year growth and accounting for XXX% of total company revenue. The company's strategic advantage stems from its unique e-commerce data ecosystem and first-party purchase intent signals unavailable to competitors. Amazon's competitive moat expands through comprehensive first-party data capabilities spanning shopping behavior demographics and purchase history across 300+ million active customers. The platform's Demand-Side Platform (DSP) leverages proprietary approach to deterministic and"
@SergeyCYW on X 2025-07-11 11:32:53 UTC 6348 followers, XXX engagements

"ServiceNow Inc. $NOW ServiceNow embeds agentic AI into its Now Platform via GenAI architecture and Now Assist agents. The AI Agent Studio launched in 2025 allows no-code low-code and pro-code agent creation. Agents automate ITSM HR and customer service workflows autonomously. AI Agent Orchestrator introduced in the Yokohama release chains agents across business modules for end-to-end workflow automation. ServiceNows value lies in zero-touch resolution proactive monitoring and deep integration into enterprise systems"
@SergeyCYW on X 2025-07-23 15:03:57 UTC 6349 followers, XXX 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 6350 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 6350 followers, XXX 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 6351 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 6349 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 6334 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 6348 followers, XXX engagements

"Google $GOOGL Googles streaming dominance is driven by YouTube the worlds largest video platform. In 2025 AI-enhanced recommendations and vertical video formats extend its reach across devices and demographics. YouTube's role in connected TV surges delivering value in younger harder-to-reach audiences. Googles proprietary AI optimizes creative measurement and ad targeting at scale. Enhanced infrastructure through Google Cloud boosts video delivery performance. Competitive edge comes from YouTubes creator ecosystem cross-platform integration and data-driven monetization"
@SergeyCYW on X 2025-07-22 12:33:34 UTC 6348 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 6351 followers, 3707 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 6351 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 6351 followers, XXX engagements

"$TSM: Net Income Surges +61% as HPC Demand Powers Record Margins TSMC just dropped a blowout Q2 XX. Net income rose XXXX% YoY to NT$398B. EPS hit $XXXX beating by 16%. Revenue came in at $30.1B slightly above the Street but its the margin profile that really tells the story. Gross margin expanded to XX% (+540bps YoY) and operating margin hit 50%a staggering 710bps improvement. Net margin climbed to XX% up 590bps YoY. EBITDA margin reached 70%. This is the highest quality earnings leverage in the foundry space right now. Whats driving it High Performance Computing (HPC). Revenue from HPC"
@SergeyCYW on X 2025-07-18 12:11:19 UTC 6334 followers, XXX engagements

"@StockMarketNerd Strong Q2 from $GOOGL revenue growth +13.8% YoY YouTube ads +13.1% YoY"
@SergeyCYW on X 2025-07-24 03:25:58 UTC 6333 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 6350 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 6351 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 6351 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 6351 followers, XXX engagements

"Adobe Inc. $ADBE Adobes Firefly agents automate design content generation and campaign optimization in Creative and Experience Cloud. Agents assist with asset creation design refinement and brand consistency. Adobes massive creative dataset and deep user behavior insights power uniquely capable agents. Its vertical integration across creation delivery and optimization positions Adobe to dominate AI-enhanced creative workflows. The Creative Cloud ecosystem amplifies agent performance with scale and feedback"
@SergeyCYW on X 2025-07-23 15:04:39 UTC 6350 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 6334 followers, 1251 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 6350 followers, XXX engagements