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@davey_juice Avatar @davey_juice Frank Slootman’s Abandoned Projects

Several investors are discussing their portfolios and stock picks, with a focus on companies like $CRWD, $MELI, $RBRK, and $NU. Some investors are bullish on certain stocks, citing their growth potential and competitive advantages, while others are trimming their positions or expressing caution. Notably, investor sentiment around $CRWD has shifted from bearish to bullish among some investors.

Engagements: XXXXXX #

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Mentions: XXX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXX% technology brands XXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX% fashion brands XXXX% currencies XXXX% celebrities XXXX% social networks XXXX% exchanges XXXX%

Social topic influence $meli #5, $rbrk #3, $app #8, $dlo #11, $crdo #11, $se #6, $snow #6, $alab #24, $nvda #676, applovin #14

Top accounts mentioned or mentioned by @gabgrowth @wolfofharcourt @justuravgstonk @grok @lukacapital @simeonresearch @samsolid57 @sergeycyw @redcoatchicago @freedbyfinance @25investor @zoomyzoomm @fundasyinvestor @wj21331 @rubenslashh @rahulsetty @regulatedlegacy @daveyjuice @wearycenturion @jablamsky

Top assets mentioned MercadoLibre Inc (MELI) Rubrik, Inc. (RBRK) Applovin Corporation (APP) DLocal Limited Class A Common Shares (DLO) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Sea Limited (SE) Snowflake, Inc. (SNOW) Astera Labs, Inc. Common Stock (ALAB) NVIDIA Corp. (NVDA) NuCypher (NU) Amazon.com, Inc. (AMZN) Crowdstrike Holdings Inc (CRWD) Helium IOT (IOT) Alphabet Inc Class A (GOOGL) Zscaler Inc (ZS) Microsoft Corp. (MSFT) Datadog Inc (DDOG) 4 (FOUR) Uber Technologies, Inc. (UBER) Booking Holdings Inc (BKNG) Metadium (META) Cloudflare, Inc. (NET) Apple, Inc. (AAPL) Taiwan Semiconductor (TSM) Spotify Technology (SPOT) Dropbox, Inc. (DBX) Nike Inc (NKE) GoDaddy, Inc. (GDDY) Wixlar (WIX) Global-E Online Ltd. Ordinary Shares (GLBE) Advanced Micro Devices (AMD) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) IREN Limited (IREN) Veeva Systems, Inc. (VEEV) Shopify Inc (SHOP) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Axon Enterprise, Inc. (AXON) Klaviyo, Inc. (KVYO) Costco Hot Dog (COST) Palantir (PLTR) Palo Alto Networks Inc (PANW)

Top Social Posts #

Top posts by engagements in the last XX hours

"As I see these companies having the best fundamentals in my portfolio I will be looking to increase each position as much as multiple compression allows me in the next year or so. Will have to make some tough decisions likely going forward. $crdo (135= XX EMA) $alab (192= XX EMA expensive) $app 552= XX EMA $nvda would add under XXX (50 MA 177) $rbrk XXX EMA=75 50MA=84 would add under 79ish $meli under all MAs- adding here $dlo sitting on XX EMA at 13.61- adding here $nu XX EMA @ XXXXX would add in mid to low 13s"
X Link @davey_juice 2025-10-11T09:03Z 5894 followers, 6129 engagements

"These were my original thoughts. I think market knows at this point $amzn is second fiddle to $meli on melis home turf"
X Link @davey_juice 2025-10-02T14:58Z 5892 followers, 1952 engagements

"Something seems fishy to me about $crwv $nbis $iren staying on sidelines for now. Clearly missed the easy $ anyways. Not chasing these names that seemingly come out of nowhere with hugely capital intensive business with low margin future likely that seem very repeatable with the right funding. I dont see what the MOAT is and why the next player wont come in and this doesnt become a commodity pricing war over time. Maybe Im not properly understanding this space now. But to my understanding these are low margin biz that simply require funding and other than that are relatively low barrier"
X Link @davey_juice 2025-10-05T17:41Z 5892 followers, 14.8K engagements

"$Googl bulls and bears are both a bit much. In truth its a solid company that likely keeps growing 8-13% cagr for a while. Boring. Buy when under XX p.e sell closer to XX for me. Not much else to say"
X Link @davey_juice 2025-10-12T16:19Z 5887 followers, 3180 engagements

"Exhibit L: $rbrk vs AWS back part X AWS Backup locks you into keeping backups on warmer more costly tiers of storage for longer. Using Rubrik circumvents that and allows you to move your backups to cheaper storage immediately. They also offer Rubrik Cloud Vault to store your backups a separate tenant owned by Rubrik you have no access to other than to store and retrieve backups for the highest level of security. AWS is not as fast as Rubrik. I used to work for Rubrik and it was pretty common when running the TCO numbers that moving to Rubrik backups from AWS native saved money even after"
X Link @davey_juice 2025-10-11T09:38Z 5886 followers, XXX engagements

"@dan8754 Keep looking at price action and making conclusions based on nonsense. 😜"
X Link @davey_juice 2025-10-07T04:12Z 5890 followers, XXX engagements

"$MELI Updated assumptions & EOY 2028 Share Price -Price Target = $5928 (+164%) by EOY 2028: Assumes 69.03B revenue 32.4B GP (47% GM) 300B MC by 2029. Valuation: 9.27x NTM GP 4.35x NTM sales Revenue CAGR (26-29): XXXX% Share price CAGR: XXXX% -Assumes 28.2B revenue for 2025 -Share price currently: 2247 🟥 Bear $2959 Revenue 2029: $55.6B Revenue growth CAGR: XXXX% Gross margin: 45%; GP = $25.0B Multiple: X NTM GP = $150.1B Price $2959 (+32%) 🟨 Conservative $4802 Revenue 2029: $63.5B Revenue growth CAGR: XXXX% Gross margin: 46.5%; GP = $29.5B Multiple: XXXX NTM GP = $243.6B Price $4802 (+114%)"
X Link @davey_juice 2025-10-03T05:36Z 5877 followers, 6285 engagements

"Fintwit: Bruh Stocks went down because theyre expensive not cuz Trump and China TrUSt mE Stocks: go down on what they perceived as a more dangerous environment when US/China perceived as escalating Stocks also go up when these risks seem to be mostly alleviated. Yes fintwit that little dip and this little half recovery have nothing to do with the global economic conditions just vibes and market deciding one day huh stocks are pretty expensive. Market is pricing in many good things and it does leave it more vulnerable to UNEXPECTED bad news but thats always true. Stocks dont go down because"
X Link @davey_juice 2025-10-12T22:24Z 5892 followers, 1029 engagements

"@StockMarketNerd You shouldve seen people trolling me when I was buying $crwd $zs $snow near and under XXX man"
X Link @davey_juice 2025-10-08T17:54Z 5887 followers, XXX engagements

"@GabGrowth What made you change your mind"
X Link @davey_juice 2025-10-01T04:31Z 5888 followers, XXX engagements

"$NVDA $VRT Vertiv announced a milestone in its collaboration with NVIDIA to accelerate the next generation of AI factories detailing its design maturity for XXX VDC power architectures. Building on its strategic alignment announced in May 2025 Vertiv has significantly advanced its platform designs to accelerate its 'unit of compute' strategy moving from concept to engineering readiness. The XXX VDC power portfolio is planned to release in the second half of 2026 aligning to support the 2027 rollout of NVIDIA Rubin Ultra platforms. The data center industry is at a critical inflection point:"
X Link @davey_juice 2025-10-13T16:23Z 5890 followers, XXX engagements

"@BuzzsawEJ This helps $dlo sentiment a lot as well as $meli"
X Link @davey_juice 2025-10-09T19:51Z 5887 followers, 1125 engagements

"Exhibit I: We moved to $rbrk from the other competitor which starts with a "C" because we had nothing but problems with their product and support. Rubrik has been a much better experience the kind you expect from a professional service company of this nature"
X Link @davey_juice 2025-10-08T05:41Z 5887 followers, XXX engagements

"Companies like $Amzn & $Se and the knock off dollar store Chinese ones will never be able to sell products in Manaus for even close to $meli"
X Link @davey_juice 2025-10-02T22:24Z 5889 followers, XXX engagements

"Increased my $app position by XX% at 567.90$. lovely"
X Link @davey_juice 2025-10-06T22:11Z 5887 followers, 3429 engagements

"Stock price going up is more important than fundamentals to $asml shareholders. Theyve been a big loser in this AI era. Market pushing basically everything higher at this point"
X Link @davey_juice 2025-10-15T16:22Z 5894 followers, 1131 engagements

"I will give a few analogies: Fighting against $meli on their home turf is like trying to play ⚽ against people native to the cities located 4-5KM high in Peru while not understanding the rules of the game until its 5-0. Its like trying to steal a grown mans woman in front of him without knowing the mans an elite boxer. Its like a grandma fighting back against a bad guy and trying to knock him out. Its like thinking you can trade better than Nancy Pelosi. Its like trying to fish with no instruments. Its possible but the odds are heavily stacked against you. One of the companies I worry least"
X Link @davey_juice 2025-10-07T02:48Z 5886 followers, 2245 engagements

"$dlo roster is better than the roster of a trust fund college frat bro who goes to UMiami and has his dads Amex to spend on woman. He taps his card on the counter and the sorority girls flock to him. But still $dlo roster is better"
X Link @davey_juice 2025-10-08T17:37Z 5890 followers, 2028 engagements

"I expect these companies (from highest to lowest chance but I think all can) to be able to have a very good chance of growing north of 30%+revenue cagr in 2026 & 2027. First X can grow by 40%+cagr next X years. $crdo $alab $app $nvda $rbrk $meli $dlo Other than $alab (insane price tag-trimmed some higher) other names growth adjusted seem more or less reasonable to me. Do you agree"
X Link @davey_juice 2025-10-11T02:10Z 5892 followers, 7779 engagements

"Added to $dlo 13.54"
X Link @davey_juice 2025-10-13T15:04Z 5894 followers, 1217 engagements

"This market is wild. All I can do is look for high & durable growth and valuations I can tolerate and concentrate more around into names I have conviction that can return higher than $qqq over my time frame of choice. usually long term but I do engage in swing trades and I do reserve the right to swap out a company for another even if fundamentals intact if one r/r clearly better to me. I will continue to engage in this r/r swap as multiples continue to expand on certain names without correlating earnings growth to back it up in the next few years"
X Link @davey_juice 2025-10-07T05:52Z 5891 followers, 2242 engagements

"The funny thing is that this is likely a XX year old house wife not some XX year old degen gambler. $app is a beast. On top of gaming As E-commerce results show its gonna start to show people why its valued the way it is"
X Link @davey_juice 2025-10-12T08:39Z 5887 followers, 1987 engagements

"$ddog hit the R3 Fibonacci at XXX now what @JoTrader4 @placigyunv6567"
X Link @davey_juice 2025-10-04T01:44Z 5877 followers, XXX engagements

"Some more full disclosure tough calls that had to be made. Including others Ive released in prior days. Sold about XX% of my $iot shares above 39-40 into $rbrk mid low to mid 70s Mentioned how I trimmed $adyen for $rbrk but also trimmed slightly for $four -adyey above XXXX and $four XXXX and under is a good swapping point. Growth wise these companies are similar Valuation wise FOUR is many X cheaper. FOUR is likely a 1-3 year play for me. I could be convinced to hold longer. Multiple seems so cheap its almost suspicious- but Ive done the work- its just simply a steal"
X Link @davey_juice 2025-09-20T18:40Z 5880 followers, 1762 engagements

"Other supporting tech: PAM4 signaling (doubles data per lane) LRO (Linear Repeater Optics) for longer reach CPO (Co-Packaged Optics) for extreme density and XX% extra power savings Credo already ships products like Dove XXX (800G) and is working on 3nm DSPs for 1.6T optics. Theyre covering todays needs with LPO/LRO and lining up for the next phase (CPO speeds). Think of it like this: DSP optics = toll booths: reliable but slow and expensive LPO = cars handle bumps themselves faster and cheaper for short trips LRO = add a few checkpoints for longer drives CPO = build the road right into the"
X Link @davey_juice 2025-09-13T23:48Z 5891 followers, 1128 engagements

"@zoomyzoomm These are allegedly things shay said"
X Link @davey_juice 2025-10-15T01:22Z 5888 followers, XXX engagements

"$tem numbers / valuation look good but I just am not trying to have any exposure to an OS for precision medicine. Not my area and an area that requires too much maintenance research for me and even with that can be unpredictable. Healthcare machinery Fine. $veev okay fine. But I just dont think this company at this stage is even worth a 2nd look to me. I dont care if it rockets I just wont ever have confidence in conviction in a name like this. Remain neutral likely stock goes higher ST if numbers continue. Know thy self. This is more a me thing than a Tempus AI thing"
X Link @davey_juice 2025-10-14T01:37Z 5894 followers, 1300 engagements

"$RBRK - I asked @grok how rubrik would have helped for an unbiased pov even though I knew the answer was right. Rubrik saves lives. Answer: Practical Outcome with Rubrik - Prevention of Total Loss: With Rubrik the 858TB could have been replicated offsite preventing the permanent loss of eight years worth of data (e.g. Ministry of Personnel Management files). Restoration could have occurred within minutes to hours per Rubriks DRaaS SLAs rather than days or weeks. - Reduced Human Impact: Faster recovery might have alleviated the pressure leading to the overseers suicide and reduced the need for"
X Link @davey_juice 2025-10-09T00:21Z 5894 followers, 2003 engagements

"Added to $alab at 167"
X Link @davey_juice 2025-10-14T14:12Z 5894 followers, 1185 engagements

"Exhibit B: With Veeam commvault you are basically trying to use a solution built for the old days. Lots of complexity insecurity and reliance on multiple platforms working just right to perform backup. Veeam patently insecure commvault supports a ton of workloads but with very very high technical debt. They make a lot of money on professional services for a reason. Cohesity is the closest thing to rubrik but its a storage appliance masquerading as a backup platform masquerading as a storage appliance. They do neither of those functions as best of breed. They are also very hardware dependent"
X Link @davey_juice 2025-10-08T05:31Z 5887 followers, XXX engagements

"Between the ceo and Marcos its fair to assume $meli is not woke in the slightest Extra brownie points"
X Link @davey_juice 2025-10-12T08:08Z 5887 followers, 1598 engagements

"@QualityInvest5 Have you ever heard of applovin"
X Link @davey_juice 2025-10-10T00:50Z 5884 followers, 1152 engagements

"$DLO has a nice roster of public companies as customers: $MSFT $GOOGL $AMZN $META $SPOT $UBER $BKNG $NKE $SE $DBX $GDDY $WIX"
X Link @davey_juice 2025-10-08T06:10Z 5890 followers, 4820 engagements

"$dlo He was the only one who got it Student of the game"
X Link @davey_juice 2025-10-08T07:15Z 5890 followers, 1310 engagements

"$CRDO Credo Technology closed the acquisition of Hyperlume which develops micro light-emitting diode-based optical technology that enables high-speed energy-efficient communication between computer chips. The acquisition price wasn't disclosed. @theaustinlyons @BenBajarin"
X Link @davey_juice 2025-09-30T03:54Z 5891 followers, 5320 engagements

"Exhibit C: We switched from Commvault (terrible experience) and considered Veeam but $rbrk cleaner UI and better cloud backup features won us over. Veeam also lacked an appliance and we preferred a turnkey solution from a single vendor rather than managing hardware and software separately for our main infrastructure backups"
X Link @davey_juice 2025-10-08T05:32Z 5887 followers, XXX engagements

"2 levels I am watching on $meli under here. XXX MAs above a us in mid 2200s if we dont stabilize over that looking to as how meli reacts to 2000$ level and if that fails s3 classic at 1875$ would be last level of technical resistance I see. Technically very bearish but couldnt be less worried"
X Link @davey_juice 2025-10-11T19:14Z 5887 followers, 3458 engagements

"Best r/r next 5-7 years $adyen $se $four $qqq"
X Link @davey_juice 2025-09-22T19:27Z 5887 followers, 1328 engagements

"$se competes with $meli . Yes on XX% of $meli revenues in Brazil. Endless opportunities with no competition essentially other than the Chinese knock offs"
X Link @davey_juice 2025-10-15T03:09Z 5894 followers, 1560 engagements

"The US ambassador to Argentina is saying this and you are bearish $meli MELI investors have had many easy opportunities to load the boat on external factors that theyve shown dozens of times to be able to navigate. But now one of the risks is being de-risked"
X Link @davey_juice 2025-10-06T07:50Z 5887 followers, 7951 engagements

"Quantum going higher and so is $arm I dont make the rules. Rigatoni a la vodka to 100$ $rgti 🌒"
X Link @davey_juice 2025-10-14T00:21Z 5894 followers, 1533 engagements

"Exhibit G & H: forget melatonin or weed if you wanna be able to sleep at night buy Rubrik if you are a CIO. $rbrk compared to Veeam and Commvault was very easy to setup. The new features added and the focus on security and cloud made Rubrik the best option. I like being able to sleep at night not worrying about backups"
X Link @davey_juice 2025-10-08T05:38Z 5887 followers, XXX engagements

"Had to trim $iot a bunch at XXXXX to make this add happen"
X Link @davey_juice 2025-10-06T22:15Z 5890 followers, XXX engagements

"Like Ive been saying all the shitty currencies $dlo has to deal with is the biggest thing to watch. They have to continue to show they can grow sustainably with currency fluctuations (mostly against USD) and of course take rate compression. Diversity helps but growth will always be dampened by inflation as they operate in some of the most inflation-ridden countries on planet earth. Which is part of the reason they receive a higher take rate (other than natural frictions). Some of their geographies have grown so fast but you can barely even tell if you look at non fxn revs. Just something to"
X Link @davey_juice 2025-10-04T01:32Z 5874 followers, 4241 engagements

"My sale of $adyen was less an indictment of that company more about multiple and the fact that $nu $dlo $four all more attractive to me"
X Link @davey_juice 2025-09-29T00:27Z 5887 followers, 1807 engagements

"I believe $rbrk will be larger in scale than $iot by the end of 2027. Market cap of $rbrk 15.5B Revenue of 310M quarterly Market cap of $iot 23B Revenue of 391M quarterly"
X Link @davey_juice 2025-09-20T18:01Z 5885 followers, 1676 engagements

"Lebanon was a Christian country and Beirut was an international party hub in the 70s. Look at what the colonizers have done to this place. Up until 1950ish Christians were majority. Many modern day Islamic countries were once peaceful and Christian. Now this"
X Link @davey_juice 2025-10-12T15:27Z 5889 followers, 1045 engagements

"@WealthyReadings You talking about homie $alab"
X Link @davey_juice 2025-10-14T14:22Z 5894 followers, XXX engagements

"Ive trimmed lots of my $iot over 39/40 past few weeks for other opportunities. I think I could flip to a buyer at about 30-33$ again. I like the company a lot but I just see better r/r atm. 37.7$ atm. now down under X% position. I also trimmed a bit of $snow down to XXX shares bw 235-245 for other opportunities. Still large exposure at more or less 8%"
X Link @davey_juice 2025-10-07T17:41Z 5891 followers, XXX engagements

"$GLBE about to get some extra juice soon: Buyback of 200M (3.5% of MC) announcement on September X 2025 stated that repurchases could only begin after the conclusion of a mandatory 30-day period for creditors to object which is required under Israeli regulations. The actual purchases would begin after that regulatory period ended (around early October 2025) with the timing and volume being opportunistic and dependent on market conditions. Buys can start next week"
X Link @davey_juice 2025-09-30T23:11Z 5891 followers, 1733 engagements

"Does $snow continue accelerating into 3Q and 4Q. Last quarter they grew XX% for reference"
X Link @davey_juice 2025-10-12T01:25Z 5882 followers, 1075 engagements

"$glbe trading for 14x 2027 EV/FCF at 35"
X Link @davey_juice 2025-10-09T18:43Z 5889 followers, XXX engagements

"You mentioned X geos. Mexico E-commerce is wide open white space for MELI. Brazil is the biggest market and $meli has way lower COGS in Brazil. $meli more or less dominates almost every market they are in. A couple intense competition that only makes them stronger imo. $se could only last in Brazil out of all their expansions says a lot"
X Link @davey_juice 2025-10-07T08:07Z 5888 followers, XXX engagements

"$meli has a unique opportunity to dominate payments in countries like Argentina (they own a huge share already) Chile Peru and most of the smaller economies they operate in. The competition isnt that strong there. Especially in Peru where a new payment system has recently been successfully introduced . $nu hasnt entered the building yet there either"
X Link @davey_juice 2025-10-15T05:24Z 5894 followers, 1746 engagements

"Sold out of $iot position mostly at 38.5-40.5 minus X shares which I will sell next week +10% total (57% annualized) on position in XXX months. Ill consider buying this back under 33.5ish. Under XX would be hard to resist. Still bullish but being extremely picky with capital. I see better opportunities than this in high 30s"
X Link @davey_juice 2025-10-11T08:21Z 5894 followers, XXX engagements

"Fun fact of the day (3 parter) : $CRDO Credos Active Electrical Cables use around XX% less space than traditional Direct Attach Copper cables AND are XX% more power-efficient than many active optical cable alternatives. On top of that theyre XXX% more reliable Per reliability: Credo Technologys Mean Time Between Failures = XXX million hours. Or 11400 years of continuous operation without failure highlighting unprecedented reliability"
X Link @davey_juice 2025-09-28T23:43Z 5891 followers, 2023 engagements

"I was talking about $rbrk before anyone other than a small minority. Now I see this one all over fintwit. Happy the community is growing. And I like that its mostly it just blind hype"
X Link @davey_juice 2025-10-12T04:58Z 5887 followers, 2694 engagements

"$app has a way bigger vision than their Q2 numbers suggest. This is a clear LT winner But broadly speaking in economic terms the gaming dollars spent versus the total TAM in the economy is not that big. Now we're about to tap into the whole world. And if we can help every type of business top of funnel the bottom of funnel and price on revenue not only are we going to be a really great return for our shareholders we're going to help their economies expand. We're going to create millions of jobs and that gets us really excited internally"
X Link @davey_juice 2025-10-11T09:10Z 5886 followers, XXX engagements

"Since October1 X and especially starting in 2026 $app TAM casually will 10x. In 5-10 years assuming they are successful gaming revenue will be smaller than E-commerce even though gaming will grow 20-30%+. This business is just getting started"
X Link @davey_juice 2025-10-12T01:32Z 5887 followers, 1154 engagements

"So let me get this right. $AMD had to dilute XX% of its stock just to get OpenAI to buy chips. $NVDA gets equity from customers who are desperate to access its GPUs. That says everything about the power dynamic right now. AMD is basically paying to be in the AI game while NVIDIA gets paid to stay on top of it. Its not that AMDs move was dumb its a desperate survival tactic that may or may not work. But it shows whos dictating terms and whos trying to get a seat at the table. Also does this set a precedent that now other big name customers will try and get equity stakes in AMD for orders. It"
X Link @davey_juice 2025-10-07T08:13Z 5894 followers, 12.9K engagements

"$AVGO & OpenAI agreed to deploy XX gigawatts of custom AI accelerators sending the chipmaker's shares rallying on Monday. OpenAI will design the accelerators & systems that are slated for deployment beginning in the second half of 2026. Financial details weren't disclosed. "By designing its own chips and systems OpenAI can embed what it's learned from developing frontier models and products directly into the hardware unlocking new levels of capability and intelligence" according to a joint statement. Last month Broadcom Chief Executive Hock Tan told analysts on an earnings call that the"
X Link @davey_juice 2025-10-13T19:06Z 5894 followers, XXX engagements

"$DLO edge isnt just payments; its shaving time to market from months/years to weeks. A foreign company entering LatAm normally spends XX months: negotiating with 5+ banks setting up local entities/gaining local knowledge clearing FX + tax rules meeting compliance to move $$ out And more With DLocal its done in weeks through one API. Thats not only payments infra. Thats time arbitrage at scale. 🕰 = 💰"
X Link @davey_juice 2025-09-28T23:34Z 5890 followers, 9785 engagements

"I hinted that I had a similar viewpoint in a post about $nbis $crwv $iren a few weeks back. Staying out of the neocloud race for now. Lot of upside/easy $ seems priced in (congrats on those who made $ here)"
X Link @davey_juice 2025-10-14T14:43Z 5894 followers, 1909 engagements

"If I had to guess X companies who may not be on here in XX years we wont see $aapl $amzn $tsla Saudi Aramco on here Which would you guess if you had to pick 4"
X Link @davey_juice 2025-10-11T18:56Z 5880 followers, 4693 engagements

"If I dont buy any more shares of $meli my position will hit 100k$ in value at about 3050$/share. Theyve yet to disappoint me on an earnings since I initiated a position 4-5 years ago. More or less the only company I can say that about in that period"
X Link @davey_juice 2025-10-09T20:09Z 5892 followers, 3111 engagements

"If $axon gets to the 550-575$ range I would start to get interested in opening up a long. Now that it broke 200MA and still overvalued patience is key here. Probably wind up missing it but its still 19x annualized sales of its last quarter. Not cheap and growth is solid but nothing eye popping"
X Link @davey_juice 2025-10-15T18:02Z 5894 followers, 4133 engagements

"Exhibit F: 🤴 of simplicity and security. its pretty damn incredible $rbrk is the king of simplicity and security when compared to veeam and commvault. Commvault is a catch all solution that can do anything but requires weeks of training followed by months of use to master. Veeam can be fairly secure but requires a lot of manual hardening to get and keep there and even then it cant match Rubrik in simplicity or security. Rubrik isnt perfect but its pretty damn incredible"
X Link @davey_juice 2025-10-08T05:35Z 5887 followers, XXX engagements

"Looking to increase allocation on $crdo & $app especially on dips. Wouldnt mind increasing $dlo allocation as well. Will continue to add to other positions as well of course. $se would be nice too but not gonna buy more near XXX. Will keep buying $meli too ofc"
X Link @davey_juice 2025-10-13T07:47Z 5894 followers, XXX engagements

"This is a big development for $dlo The larger Mexico becomes the more stable revenue they have Remember the Mexican $ has actually appreciated against the USD past X years"
X Link @davey_juice 2025-10-11T08:42Z 5892 followers, 1525 engagements

"$CRDO Credo launches 224G PAM4 SerDes IP on TSMC N3 process technology Accelerates path to ultra-high speed 1.6Tbps bandwidth for build out of next gen cloud computing AI & hyperscale networks Key points: The new 224G PAM4 IP offering brings Credos high-performance power-efficient SerDes technologies with fabrication on an industry-leading advanced process technology from TSMC to provide the foundation for the design of high-bandwidth low-latency 1.6Tbps port connectivity solutions. The 224G per lane data transmission provides the networking backbone which is critical for the deployment of"
X Link @davey_juice 2025-09-24T14:43Z 5891 followers, 2452 engagements

"Except X. $fvrr was unprofitable not even close on gaap levels at the time X. Fvrr growth slowed XXXX% currently at 400M X. $app is growing 75%+ at 5B revenue and has XX% or so EBIT margins. X. Fiverr is b2c many competitors hard to validate as buyers may want diff things w purchases vs app has massive companies as customers validating their biz more and more X. What How do you comp these X 🤪"
X Link @davey_juice 2025-10-02T04:40Z 5882 followers, 1223 engagements

"When I was buying $crwd $zs $snow near and under XXX you shouldve seen the comments people were making. Not one bear left here"
X Link @davey_juice 2025-10-08T17:55Z 5887 followers, 1355 engagements

"$RBRK Was looking for a higher low and we got 78.20$ on Friday☑. Looking to see if it now will hold that 78ish level make higher high than 87.74$. If we continue this pattern eventually we break out assuming market behaves. Lets see if the overnight move holds what RBRK does"
X Link @davey_juice 2025-10-13T06:09Z 5887 followers, 1583 engagements

"$RBRK on Cramer tonight"
X Link @davey_juice 2025-10-13T14:49Z 5887 followers, 3899 engagements

"$meli Found on LinkedIn: From HR Analyst to CEO of Mercado Libre. Ariel Szarfsztejn just got named the next CEO of Latin Americas most valuable tech company. And unless youre deep in the region youve probably never heard his name. But you should. He started his career as an HR analyst at Citibank. Then BCG. Then Despegar. Then Stanford for his MBA. In 2017 he joined Mercado Libre. In just X years he climbed from Strategy VP to running logistics then commerce and now the entire business. Thats seven roles in eight years. Why Because he delivered. This is the kind of talent that exists in Latin"
X Link @davey_juice 2025-10-12T09:07Z 5894 followers, 7975 engagements

"$tsm reports this week. Get ready for some quakes either way in semi world"
X Link @davey_juice 2025-10-14T01:23Z 5893 followers, XXX engagements

"44 years old From Argentina MBA from Stanford; undergraduate degree in Economics from University of Buenos Aires cum laude Tennis enthusiast Low profile highly energetic guy laser focused"
X Link @davey_juice 2025-10-09T02:19Z 5886 followers, XXX engagements

"Best buys here imo: $meli $dlo $four $crdo (way higher multiple/growth) $rbrk sub XX (way higher multiple/growth) Best buys 10-15% below $se $app $oust"
X Link @davey_juice 2025-10-03T16:18Z 5877 followers, 4119 engagements

"Zoom out. If anything this is super bullish for $meli Massive compounder growing faster than historically margin way larger than X years ago a way better company lagging the S&P past 5yr $meli barely above covid high here. Im quite confident they outperform the next 5"
X Link @davey_juice 2025-10-14T14:35Z 5894 followers, 4854 engagements

"Portfolio 10/12/25 Top 9= XX% 16%: $CRWD 13%: $RBRK 12%: $MELI 10%: $ZS X% each: $SNOW $DDOG X% each: $NU $NET X% : $DLO Rest=14% 4%: $AMD 3%: $GLBE X% each: $NVDA $CRDO $APP X% each: $ALAB $FOUR $SE Total: $601.377.27"
X Link @davey_juice 2025-10-13T07:43Z 5894 followers, 5486 engagements

"If you are selling $APP here you would have to believe they are the worst scam artists of all time if insiders still own almost 1/4 of shares after multiple short reports and theyre guilty of something major. This SEC report is based on a disproven thesis but i am all for them to prove to an even greater degree no wrong things done"
X Link @davey_juice 2025-10-07T02:39Z 5887 followers, 5905 engagements

"Oh wow $KVYO wrecked Anyone been keeping tabs on this one 6.25x Q2 revenue annualized. Interesting- havent been keeping up with this one after the first few quarters of its IPO Anyone have any strong opinions here X has went quiet here @Wiseman_Cap you still following"
X Link @davey_juice 2025-10-11T09:49Z 5894 followers, 1476 engagements

"$meli is cheaper than $cost on fwd gaap p.e basis but growing 7x faster. Do with this what you will"
X Link @davey_juice 2025-10-11T02:00Z 5891 followers, 10.5K engagements

"Easy to say $googl own the next decade when thats just hyperbole. Its a great company and still reasonably valued but it cant even grow within a few % of $msft"
X Link @davey_juice 2025-10-11T23:16Z 5882 followers, 1190 engagements

"The answer is that they are customers of $DLO I was pretty sure no one would get that. But yeah they have some massive public (and private) companies as customers most of these are customers that have been with them for 4+ years. $MSFT $GOOGL $AMZN $META $SPOT $UBER $BKNG $NKE $SE $DBX $GDDY $WIX"
X Link @davey_juice 2025-10-05T14:19Z 5890 followers, 6141 engagements

"@wolfofharcourt I like $bkng better"
X Link @davey_juice 2025-10-11T08:34Z 5887 followers, XXX engagements

"$CRDO is scaling with X hyperscalers now X of those are very early. In this FY they are adding two more to the existing X. The growth durability should be a lot longer than people think"
X Link @davey_juice 2025-10-09T06:22Z 5894 followers, 3079 engagements

"As the AI era continues I question investors who dont own $NVDA $TSM $CRDO $ALAB. This isnt a 2-year capex cycle; the buildout is only starting to accelerate into 2026. I mean do you expect a massive X year cap ex cycle and then everyones like meh were good here This is a new era. We aint going back. Of course there will be bumps in the road but the journey has just begun imo and based on news Im seeing everyday"
X Link @davey_juice 2025-10-04T01:16Z 5887 followers, 6600 engagements

"😂 $asml shareholders getting hype about XX% growth X years out. This company has barely grown since the AI era has started. An AI loser in semi world"
X Link @davey_juice 2025-10-15T16:12Z 5894 followers, XXX engagements

"$RBRK updated X year price target (Q4 2028 Price Target): $XXX (+122%) Common Assumptions (All Scenarios) Current shares: 197.48M; Current SP=$84 Dilution: 2.75%/year (2026 & 2027) 2.5%/year (2028 & 2029) = 218.7M shares in 2029 Net cash: $500M Revenue 2025 E: $1.3B Revenue growth 20262028: Bear XX% Base XX% Bull XX% Revenue growth 2029: Bear XX% Base XX% Bull XX% Scenario Assumptions & EOY XX Valuation 🟥 Bear 7.5x NTM P/S (9.4x GP) Revenue 2029: 2.99B EV = XXXX XXX 22.43B Add net cash: XXXXX + XXX = 22.93B Shares: 218.7M; Stock Price = $XXX 🟨 Base 12x NTM P/S (15x GP) Revenue 2029: 3.54B"
X Link @davey_juice 2025-10-03T02:22Z 5887 followers, 5609 engagements

"Added to $rbrk at XXXXX $crdo at 136.4"
X Link @davey_juice 2025-10-07T15:11Z 5887 followers, 1856 engagements

"@cybr4747 Wrt I dont think youve properly studied $meli"
X Link @davey_juice 2025-10-13T07:56Z 5894 followers, XXX engagements

"Same can be said for $dlo and $nu btw"
X Link @davey_juice 2025-10-13T06:04Z 5889 followers, XXX engagements

"$snow gaap net income got worse the following quarter in 2Q. No body cares during bull markets but in bear markets is all people talk about. Fascinating behavior"
X Link @davey_juice 2025-10-08T15:56Z 5879 followers, 2209 engagements

"Added to $app at XXX right above the XX EMA"
X Link @davey_juice 2025-10-13T16:27Z 5887 followers, 1073 engagements

"User Reddit reviews on $rbrk 🧵 Exhibit A: We've had Rubrik for XX months and it's been absolutely bulletproof. Legacy estate was a mix of hyper-v and VMware backed-up by a "managed" veeam deployment that I spent all of my time babysitting. We migrated to Nutanix hoping for better stability and longer retention; considered commvault and veeam (self managed this time) and neither of their demos came remotely close to Rubrik. The proof is in the pudding for approx 50k/year less than our old solution we got: infinitely simpler management better reporting proper RBAC with entra SSO reliable"
X Link @davey_juice 2025-10-08T05:30Z 5894 followers, 8003 engagements

"$rbrk higher high after ER drop here at XXXXX ☑ Now to see if it can make a higher low than XX ❓"
X Link @davey_juice 2025-10-09T15:42Z 5886 followers, 2701 engagements

"My $rbrk order filled at XXXXX sold some $snow at XXX for the purchase"
X Link @davey_juice 2025-10-14T14:26Z 5894 followers, 1867 engagements

"$plug one of the shittiest companies from last cycle is making its way back from the dead for prob no reason at all. Only 18x to go till the old top I called it out the whole way down last cycle. This company should be worth 1B max but here we are back at 5B at 4$ cuz they dilute so much. I had a friend who degend into this one with average of 47-48$ back in the day. This one attracts some of the most hilarious investors"
X Link @davey_juice 2025-10-07T06:28Z 5894 followers, 1953 engagements

"Added to $meli 2139"
X Link @davey_juice 2025-10-06T13:36Z 5887 followers, 4728 engagements

"RBC on $app"
X Link @davey_juice 2025-10-14T00:58Z 5887 followers, 1611 engagements

"$RBRK As $OKTA has been hacked so many times they needed help. Enter RBRK To me this is very bullish RBRK identity future. They are bridging gaps in identity that can only be filled by data companies Rubrik Identity Recovery now available for Okta providing immutable air-gapped backup and orchestrated recovery capabilities Organisations can reduce downtime and identity risks from human error misconfigurations or malicious changes RBRK provides the first and only Identity Recovery solution spanning Okta Active Directory and Entra ID Today at Oktane 2025 RBRK announced the launch of Rubrik"
X Link @davey_juice 2025-09-25T01:43Z 5887 followers, 13.5K engagements

"So basically $abnb has no real priorities that isnt just IR jargon"
X Link @davey_juice 2025-10-10T14:29Z 5891 followers, 1935 engagements

"$asml blowing the numbers away You mean missing on revenue in the ai era with insanely low expectations and setting the bar very low for next year"
X Link @davey_juice 2025-10-15T16:49Z 5894 followers, 1510 engagements

"This news is also very bullish for $dlo (+7%"
X Link @davey_juice 2025-10-09T19:50Z 5890 followers, XXX engagements

"Good interview $app"
X Link @davey_juice 2025-10-08T16:47Z 5890 followers, 1594 engagements

"@wolfofharcourt @bipulsinha @CNBC You see any full links This man is destined for large things. 100B coming in due time"
X Link @davey_juice 2025-10-14T00:23Z 5886 followers, XXX engagements

"@nrossolillo Fundamentally they look like crap the past few years and their near term future looks bleak"
X Link @davey_juice 2025-10-15T16:34Z 5894 followers, XX engagements

"Why I wont invest in $intr unless valuation very cheap: $nu has XX% market share in XX% in XX% in In 5-10 years $nu will likely lead & be close to top in $intr not even close in markets they operate in. Too niche. Maybe they do well. Top dog only for me"
X Link @davey_juice 2025-09-19T01:33Z 5887 followers, 2702 engagements

"AI buildout still in first few innings $crdo $alab $nvda $tsm"
X Link @davey_juice 2025-10-03T14:08Z 5893 followers, 2203 engagements

"Replacing $crdo after qualification is: Technically difficult financially expensive operationally risky So once they win a hyperscaler theyre pretty deeply entrenched for years in most cases. IMO its just a question of supply and demand and how long the dynamic remains like this; thats the only factor to continue watching but still looks like demand has been extremely strong"
X Link @davey_juice 2025-10-09T06:50Z 5890 followers, 1020 engagements

"Shay the man the myth the fraud"
X Link @davey_juice 2025-10-15T01:22Z 5894 followers, 4723 engagements

"The U.S. has completed a $XX billion currency swap deal with Argentina and is also buying Argentine pesos directly to help support and stabilize Argentinas economy. Trump & Milei to meet on October 14th (my birthday so itll go well) $meli up XXX% as we seem to conclude one of the dumber sell offs Ive seen in their recent history"
X Link @davey_juice 2025-10-09T19:38Z 5887 followers, 5443 engagements

"@fintegrate I think their multiples price it all in. You are paying a lot for low growth with these names and $fico / $asml"
X Link @davey_juice 2025-10-05T13:37Z 5885 followers, XXX engagements

"$ddog and $snow charts DRIPPING with bullish flows past few weeks"
X Link @davey_juice 2025-10-08T15:57Z 5887 followers, XXX engagements

"Is beyond meat crashing cuz their food is super unhealthy expensive and has no demand and also looks like an old shriveled dick I mean look at the picture its horrifying. Who would eat that shit other than Bill Gates lab rats for $"
X Link @davey_juice 2025-10-13T19:01Z 5894 followers, 1216 engagements

"What are your favorite companies growing more than XX% for the next X years +"
X Link @davey_juice 2025-09-27T19:31Z 5887 followers, 3471 engagements

"$crwd $net and $pltr all within spitting distance of ath. $snow and $ddog $zs right near XX week highs. Not sure what names he is watching. SW is richly valued here and the growth must accelerate for a few quarters to justify the premiums. Earnings will be big for SW imo. Lots of hype is built in. Must deliver on ER"
X Link @davey_juice 2025-10-08T07:34Z 5892 followers, 3364 engagements

"Been seeing some terrible $nvda takes so let me clarify point by point how I see it and why you need to actually do the work: X. Circular financing destroyed Cisco and Nortel True only because they were literally financing customers purchases. Cisco/Nortel extended billions in vendor loans to startups to buy routers/optical gear. When those dot-coms went bust Cisco/Nortel were left with unpaid receivables bloated inventory and a fake sense of demand. That was a credit collapse and a balance sheet implosion. $NVDA doesnt do that: they get cash before shipment. Only about XX% of NVIDIAs sales"
X Link @davey_juice 2025-10-05T05:19Z 5894 followers, 51.2K engagements

"Oversaw many partnerships: Over the years he was involved in coordinating with cross-border logistics and strategic partners to support $meli operations in multiple countries. His role included overseeing partnerships that enabled shipping fulfillment and payment solutions ensuring reliable service for customers and sellers across the region"
X Link @davey_juice 2025-10-09T02:50Z 5882 followers, XXX engagements

"On top of this $app management said they are going to continue exploring new verticals said theres no reason why they wont be in more in coming years. Said not even in 5yr"
X Link @davey_juice 2025-10-11T01:59Z 5890 followers, 1632 engagements

"@AbelAmos All $dlo customers was the answer. Apple wasnt meant to be on this list"
X Link @davey_juice 2025-10-08T06:08Z 5887 followers, XXX engagements

"$CRDO down on this today btw"
X Link @davey_juice 2025-10-07T17:31Z 5894 followers, 1623 engagements

"$se biggest advantage over other EM plays is that they operate in low inflationary regions that are also growing projected to grow faster than any other region. Im hoping the head and shoulder confirms and tops out around XXX and I get a chance to buy more at 140s/150s"
X Link @davey_juice 2025-10-07T23:21Z 5892 followers, 1840 engagements

"This is my GARP list- names that I would swing trade if valuation got ridiculous also some names I am watching to see if they will become future GARP plays $adyen $anet $asml $cpng $cybr $dnp.wa $ftnt (like it here/lower for 6-24 mo swing) $grab $intu $isrg $kvyo (debtably attractive here- was actually just looking) $mndy $mpwr $msft $now $panw $pcor $sail $ttd $uber $veev None of these names would I want to hold for LT (as of now) but these names are more for 3-36 month trades. Those that have followed me will notice names Ive successfully swing traded before like: $ttd $veev $panw $now"
X Link @davey_juice 2025-09-25T23:53Z 5887 followers, 8204 engagements

"Please @nubank go into Peru XX% unbanked over 30m ppl XX% have no CC $nu hoping Peru is next. Also its probably the most touristy country in LatAm"
X Link @davey_juice 2025-10-11T00:04Z 5882 followers, 2422 engagements

"Did Cramer come out in favor of $meli or smth Are people thinking Argentina is gonna be insolvent Do people think Amazon is gonna crush them finally after all these years of trying and pouring money into it Will $SE or the knockoff Chinese companies dethrone the king Is LatAm gonna fall off the map These bear thesis are getting kinda funny how often they cycle thru and which one they pick this time. $meli multiple compresses further Great Ill make my position 100k$+"
X Link @davey_juice 2025-10-06T19:20Z 5890 followers, 2829 engagements

"I would start to add to $iot under XX in all likelihood. I trimmed about 1/10th of my position at XX. Would not mind adding that back sub XX. Dont need to tho. Patience for me here. Lots of overhang from losing control of some patents here"
X Link @davey_juice 2025-09-29T19:44Z 5890 followers, XXX engagements

"2 months after the below tweet $meli 2027 revenue estimates have moved from 41.9B to 43.4B. In total in X months analysts have pushed $meli estimates up by XXXX% from 38B to 43.4B. In this same time frame $meli stock is down a few %. Fear stronger than reality"
X Link @davey_juice 2025-10-08T16:07Z 5873 followers, 5804 engagements

"$arkk still down almost XX% from highs after being up roughly 3x from lows. Ill leave it there"
X Link @davey_juice 2025-10-08T05:54Z 5887 followers, 1101 engagements

"Exhibit J: Can we get this man (and myself) a $rbrk jersey - he is a massive rubrik fan. One of the only times in my career when I can truly say that the functionality exceeded expectations. If we were using networker to recover it probably would have taken weeks and had massive data loss due to integrity failures. This was 5+ years ago but migrated from networker to Rubrik. We then had our production store completely die X months later. (screw you VNX5400) We were able to recover XX% of our server in under XX hour with the instant restore and migrations. The instant restore was so effective"
X Link @davey_juice 2025-10-08T05:49Z 5887 followers, XXX engagements

"This piece of metal holding the gas pump trigger down is what we have in civilized places. In New Jersey filling gas is a job people do. pointless job mandated by jersey law"
X Link @davey_juice 2025-10-14T03:58Z 5887 followers, XXX engagements

"$wmt $aapl $cost similar vibes"
X Link @davey_juice 2025-10-15T07:06Z 5894 followers, 1209 engagements

"Something to note for $meli and $dlo Argentina has elections on October 26th. I think this can be a catalyst. It appears as if the far left will win. Legislative elections are scheduled to be held in Argentina on XX October 2025. Half of the seats in the Chamber of Deputies and a third of the seats in the Senate will be elected"
X Link @davey_juice 2025-10-12T08:05Z 5887 followers, 3664 engagements

"@SumaCumBarden I think it has to be because $dlo moved too"
X Link @davey_juice 2025-10-10T14:48Z 5890 followers, XXX engagements

"@The_AI_Investor Nvda simply better in every way"
X Link @davey_juice 2025-10-12T09:01Z 5877 followers, XXX engagements

"Ariel has also emphasized how AI is central to how $meli operates & grows. In investor letters and presentations hes pointed out that AI is already being used for logistics routing marketplace search and recommendations fraud detection and credit risk assessment. These tools are embedded in daily operations helping them run more efficiently and make better decisions across commerce & fintech"
X Link @davey_juice 2025-10-09T02:39Z 5880 followers, XXX engagements

"@mindful_cap Yes. $meli is way more impactful to the economies they are in though"
X Link @davey_juice 2025-10-12T07:23Z 5894 followers, XXX engagements

"$APP I didnt even include buybacks in these btw. Assuming XXXX% of shares getting retired per year via buybacks returns will get juiced. I see APP at $XXX by January 2028 👇: Assuming XXXX% annual share reduction (theyve retired double that or more past 2-3 years) assuming 10B EBIT for 2028 & 35x fwd EBIT my price target for January 2028 is $XXX a total gain of XX% over XXXX years or a XXXX% CAGR from $XXX closing price Friday (was buying recently in 560s after buying initial XXX and trimming between 580-700- position larger now than ever). As E-Commerce is just getting started this is a"
X Link @davey_juice 2025-10-13T06:27Z 5891 followers, 4143 engagements

"Another set of adds $crdo at XXXXXX $rbrk at 78.26"
X Link @davey_juice 2025-10-14T20:03Z 5894 followers, 2631 engagements

"$CRDO now at XXX In total an impressive XX% jump off the XX MA"
X Link @davey_juice 2025-10-10T00:15Z 5892 followers, 1108 engagements

"$cflt under XX now meanwhile most stocks I put the money into when $cflt was 22$ have doubled and some 3-4x"
X Link @davey_juice 2025-07-31T06:04Z 5883 followers, 2636 engagements

"What do these companies all have in common Only a real one would get this right. There is only X answer im looking for. Dont think too hard. Most wont know what Im getting at $AAPL $MSFT $GOOGL $AMZN $META $SPOT $UBER $BKNG $NKE $SE $DBX $GDDY $WIX"
X Link @davey_juice 2025-10-05T06:05Z 5887 followers, 6758 engagements

"Added more $rbrk 76.97"
X Link @davey_juice 2025-10-07T15:43Z 5887 followers, 1620 engagements

"This might sound harsh but people who eat places like Burger King and Wendys regularly in USA knowing whats in that poison they call food are disgusting tbh. Thats my ick"
X Link @davey_juice 2025-10-05T18:52Z 5887 followers, XXX engagements

"$RBRK is proud to announce it has been recognized as a Leader in the IDC MarketScape: Worldwide Cyber-Recovery 2025 Vendor Assessment. It believes the future belongs to organizations that embed resilience into their architecture & adopt an assume breach mindset with strong recovery capabilities.* RBRK believes the report underscores that organizations are increasingly vulnerable to cyberattacks making cyber recovery a critical investment. Traditional data protection & disaster recovery methods often fall short against sophisticated cyber threats. Essential cyber-recovery capabilities must"
X Link @davey_juice 2025-10-10T14:38Z 5887 followers, 1355 engagements

"I think theres a chance $meli grows faster in 2h XX and 1h XX as compared to the trailing XX month period (2h 24-1h25) due to shipping changes in brazil. With ads growing fast i dont think this hurts margins much. LT wont matter to margins anyways but either way it will be gross profit accretive imo & def expands scale. Squeeze other players a bit 🤏"
X Link @davey_juice 2025-10-06T19:30Z 5886 followers, 3030 engagements

"Bruh Israelis love Trump"
X Link @davey_juice 2025-10-13T18:54Z 5894 followers, XXX engagements

"Startup-Like Culture: Ariel has consistently emphasized maintaining the entrepreneurial and agile culture that characterized $meli s early years. He emphasizes hands-on leadership while empowering teams to make fast decisions test new ideas frequently & implement improvements without bureaucratic delays. He has participated in company-wide events engaging directly with teams across divisions reflecting a visible accessible leadership style consistent with startup principles"
X Link @davey_juice 2025-10-09T02:37Z 5883 followers, XXX engagements

"100% many leftists and Trump haters love to say TACO but hes negotiated many deals in his favor and we now have higher tariffs than prior to liberation day. Hes allowing the other side to think they are winning and taking what he can get. XX has had the best XX months any president Ive ever seen have. Whether you agree or not Trump has been getting most of what he promised and more done"
X Link @davey_juice 2025-10-13T16:05Z 5887 followers, 2750 engagements

"$APP via linkedin When I joined AppLovin in 2014 Adam Foroughi told me he was building a billion-dollar company. A few years in we started getting acquisition offers close to that valuation and I thought This is ita chance for an early exit with incredible returns But Adam turned them down saying Nope were a billion-dollar company. Most of us thought he was crazy to walk away from that kind of money but we kept going. Sure enough AppLovin soon hit that billion-dollar mark. Naturally once we got there Adam set a new goal: Were going to be a $XX billion company. By then we knew better than to"
X Link @davey_juice 2025-10-12T23:44Z 5894 followers, 6673 engagements

"$DLO has been busy its hard to keep track of all the partnerships theyve created this year and how they impact Dlocal. So heres a thread on dLocal 2025 Partnerships 🧵:"
X Link @davey_juice 2025-10-04T04:38Z 5874 followers, 4707 engagements

"$NVDA announced that $Meta and $Orcl will boost their AI data center networks with NVIDIA Spectrum-X Ethernet networking switches. Meta and Oracle are standardizing on Spectrum-X Ethernet switches as an open accelerated networking architecture that speeds deployment at scale unlocks exponential gains in AI training efficiency and shortens time to insights"
X Link @davey_juice 2025-10-13T19:08Z 5891 followers, 1046 engagements

"$CRDO said it joined Arm's Total Design ecosystem to speed up the creation of custom silicon aimed at artificial intelligence data centers. The partnership will combine Credo's high-speed connectivity portfolio including its SerDes chiplets with Arm's Neoverse Compute Subsystems processor architecture. The integration is designed to help customers more quickly develop tailored chips for next-generation AI cloud and hyperscale data center applications. Credo said the collaboration should enhance flexibility for chip designers seeking to balance performance and efficiency in large-scale AI"
X Link @davey_juice 2025-10-15T16:39Z 5894 followers, 1675 engagements

"Me if $meli gets down under 1800 during the tariff height fears (which is hilarious as it doesnt even affect them- I was buying heavy then also). I will gobble up more shares than your fattest relative at thanksgiving dinner when his favorite sister in law cooks"
X Link @davey_juice 2025-10-06T19:40Z 5887 followers, 1652 engagements

"Exhibit D: We have used Commvault Netbackup Cohesity and Rubrik. $rbrk replaced the other three. Cohesity was our least favorite. It tries to do too many things instead of focusing on one. Master of none jack of few. Rubrik is a backup platform but they focus heavily on security"
X Link @davey_juice 2025-10-08T05:33Z 5887 followers, XXX engagements

"$CRDO Credo uses a mix of technologies to optimize AI networking: Copper SerDes high-speed chip-to-chip links inside servers Optical LPO/LRO short-reach links between boards/racks PAM4 signaling doubles data per lane This combination balances power cost and latency. The numbers back the thesis up: Q1 FY26 revenue: $223M (+274% YoY) EPS: $XXXX Q2 guide: $230240M (likely sandbagged) X customers expected to be XX% of revenue names like Amazon Microsoft and xAI"
X Link @davey_juice 2025-09-13T23:51Z 5891 followers, 1643 engagements

"Whats more attractive here as a hold until 2030 $meli $se $dlo $nu"
X Link @davey_juice 2025-09-30T18:07Z 5891 followers, 2762 engagements

"$crdo touched the XX MA today and bounced. I added right above the 50MA. If this doesnt hold i will look for support at 123/115 based on fib retracement/100EMA"
X Link @davey_juice 2025-10-07T16:57Z 5894 followers, 1773 engagements

"Favorite quote: The opportunities for $meli over the next XX years are equal to or greater than those we experienced in the first XX years"
X Link @davey_juice 2025-10-09T02:19Z 5887 followers, XXX engagements

"Portfolio market close 10/3/25 Top 10= XX% 16%: $CRWD 12%: $RBRK 11%: $MELI 10%: $ZS X% each: $SNOW $DDOG $NU $NET X% each : $DLO $GLBE Rest=11% 3%: $AMD X% each: $NVDA $IOT X% each: $CRDO $APP $ALAB $FOUR $SE Total: $597624.54"
X Link @davey_juice 2025-10-04T00:50Z 5894 followers, 15.7K engagements

"Ariel has helped advance $meli technology particularly when he led Mercado Envos and the Commerce division. He played a large role in integrating technology into logistics operations improving delivery efficiency across LatAm. Under his leadership the company expanded its technology platforms to support e-commerce and fintech services"
X Link @davey_juice 2025-10-09T02:44Z 5891 followers, XXX engagements

"The Kielce progrom occurred X year after the holocaust ended in Poland and the entire community were holocaust survivors. One of my great grandpas was actually from this city but left in the 1890s due to Jew hatred. But in 1946 X year after the holocaust Poles ambushed the largest Jewish community left in Poland and killed and burned and ran the rest of the Jews out (Poland was where 3m Jews were killed less than X% of Warsaw Jews survived). Pogroms used to be the norm for Jews before 1948"
X Link @davey_juice 2025-10-12T15:53Z 5886 followers, 1706 engagements

"Added to $rbrk XXXXX $crdo at 134.27"
X Link @davey_juice 2025-10-14T18:49Z 5891 followers, 3661 engagements

"First to 500B market cap $meli $se"
X Link @davey_juice 2025-10-11T22:52Z 5894 followers, 2304 engagements

"Ariel has emphasized the importance of customer experience in $meli strategy. During his leadership of Mercado Envos he worked on initiatives to improve last-mile delivery and overall user satisfaction"
X Link @davey_juice 2025-10-09T02:48Z 5887 followers, XXX engagements

"In retrospect when $crwd started stealing the CPO and CMO in same month from $s those were the actual first signs The good thing is stock was at 13-14$ back then and I got out above 18$ anyways. Other than the retard at $upst Dave Gioruard one of the CEOs who promised so much and deliver so little of names Ive owned at one point. One of my big red flags is when CEOs talk the talk but cant walk the walk. Anyways $s was a position I took a 10-15% loss on a 2-3% position and moved on and the re-allocated capital has done quite well while stock down a bit a year or so later. Need to know when to"
X Link @davey_juice 2025-10-08T07:11Z 5887 followers, 3784 engagements

"Im hoping $meli continues to fall. Will continue to accumulate bigger and bigger amounts. One of the companies I feel the most comfortable/highest conviction in. For this market I dont see any other higher upside plays with less risk. There are safer plays and more risky plays but the balance you get with MELI is good valuation clear market leader durable growth (one of most durable growth Ive seen in its years on the market seasoned leadership w a new ceo taking over who is hungry to prove the company is more than just Marcos/Pedro and many more"
X Link @davey_juice 2025-10-06T15:28Z 5892 followers, 3355 engagements

"$MELI announced it will offer free same-day shipping starting October XX for subscribers on purchases over XX reais ($3.56) in Brazil and have four more fulfillment centers in the country by the end of 2025. Lets see Amazon offer same day shipping in most of Brazil for no extra cost profitably. Cant be done any time soon"
X Link @davey_juice 2025-10-07T20:05Z 5888 followers, 11.3K engagements

"$oklo going much higher apparently"
X Link @davey_juice 2025-10-15T15:32Z 5894 followers, 1229 engagements

"$PANW doing 10.16B rev annualized. $CRWD doing 4.68B annualized. AVGO market cap = 140B CRWD MC= 123B while revenue = XXX% higher than CRWD $crwd estimated to grow low 20s $Panw mid teens but panw is gaap profitable. Is $crwd premium worthy for X% extra growth per annum (projected)"
X Link @davey_juice 2025-10-05T06:20Z 5887 followers, 1838 engagements

"$meli and $dlo giving back most of their gains today"
X Link @davey_juice 2025-10-10T14:43Z 5887 followers, 3583 engagements

"💪 $tsm Ive been trying to long this since 180/200 just a few swings on the way up. But one of my fave plays I dont own in semi world"
X Link @davey_juice 2025-10-13T09:20Z 5886 followers, 1014 engagements

"Investing in AI names requires intense and constant DD. Its not for most. There will be some massive LT winners and some big losers. My objective more than the former is to avoid the latter. Im very picky with which companies I give my money to and how much I give them fully depends on my conviction growing over the quarters I own it. I actively look for bear cases on all my investments but especially those that have seen a massive uptick in revenue since the AI era. I think the bull market is legit for some companies but there are many disasters in the waiting. Stay informed as much as"
X Link @davey_juice 2025-10-06T07:15Z 5887 followers, 1642 engagements

"3 I could see going either way from here: $zs $snow $ddog None are overly expensive or overly cheap relative to saas world imo. Big ifs: Will they start to accelerate revenue growth Will bottom line numbers start to improve on gaap level Multiple likely to be volatile (no underlying profit) Growth duration Dilution sbc Interest rates Future competition seems like lower risk than in past as scale grows but still something to point out"
X Link @davey_juice 2025-09-28T19:37Z 5890 followers, 1333 engagements

"Exhibit E: We used Cohesity for over X 1/2 years and it was a terrible experience. It had performance problems and could not backup all of our databases it even impacted some databases during backups. The worst part was having to take a FULL backup of MSSQL databases after a server reboot (hello Windows gets rebooted every month) so we had to add storage to database servers just to accommodate the backups. We were constantly patching/upgrading/G-flags to fix issues and every update broke something else. Their support was extremely slow to respond and we once had a 48hr outage waiting on them"
X Link @davey_juice 2025-10-08T05:34Z 5887 followers, XXX engagements

"Fun fact about $meli Their outgoing CEO and founder Marcos and incoming CEO Ariel are Jewish and vocal Israel supporters. Sorry to the haters"
X Link @davey_juice 2025-10-12T09:05Z 5887 followers, 1462 engagements

"$app sees themselves being incremental to the dollars they spend elsewhere They have been showing a good enough ROI to essentially expand the advertisers budget mean look like we have a huge opportunity in front of us just opening up the platform to web-based advertisers e-commerce being the biggest TAM and the most fragmented industry and the one that we've really played around with inside our pilot. We've been in this pilot state for a year. And we went through and we recruited hundreds of advertisers that we disclosed in Q1. And I said a year ago my scoreboard was can we get as much"
X Link @davey_juice 2025-10-11T09:29Z 5886 followers, 1181 engagements

"Exhibit K: $rbrk vs AWS back up You can think of Rubrik as an automation engine in this case ensuring Backups are handled cost effectively. Rubrik will handle the snapshots and place the data on the most cost effective tier based on your requirements. Native AWS backup stores a full backups in a warm storage tier and a full backup in an archive tier. Rubrik performs incremental forever backups so you don't have to store multiple full copies. You also have a separate administration portal for each AWS account and region. Also last time I checked AWS native protection does not support object"
X Link @davey_juice 2025-10-11T09:36Z 5887 followers, XXX engagements

"$rbrk basing out after the earnings drop. Looking for higher high this week past 85$. Then a higher low of 77$ where it bottomed yesterday if it dips/consolidates more"
X Link @davey_juice 2025-10-08T17:47Z 5887 followers, 5334 engagements

"$MELI trading for less than 4.5x annualized sales. Trading for about 3-3.25x NTM sales. Dont think its ever been cheaper on that basis or a TTM GAAP Net Income basis. Or an ev/gp basis"
X Link @davey_juice 2025-10-01T18:48Z 5877 followers, 17.4K engagements

"Some late night math on $app from my POV 7B EBIT expected 2027 (estimates low) = XXXX EV/Revenue at roughly XXX. Lets say trades 40x fwd EBIT 2027 in end of 2026. And they do 8B EBIT. Would be 320B market cap or $XXX stock in 12-15 months if this is accurate not even counting cash. Currently 199B. Would be XX% returns in a year from AH price. Now lets be more conservative assume 30x fwd & 7.5B EBIT. Thats 225B or XXXX% returns from AH price of XXX. If you go one year more out it gets a lot cheaper. But if the multiple continues to shrink this opportunity will get better and better. Say they"
X Link @davey_juice 2025-10-07T07:54Z 5892 followers, 7295 engagements

"Cramer was bearish $app when it was at XXX. All the signs were there"
X Link @davey_juice 2025-10-09T22:29Z 5892 followers, 1180 engagements

"$app mangement sees e-commerce as a lot bigger of an opportunity than gaming btw. Currently only X% market share and XX% of revenue. I think 26-27 revenue bull case is cagr north of 40%"
X Link @davey_juice 2025-10-11T01:52Z 5890 followers, 2675 engagements

"Every big company in Brazil prior to $nu was a US knockoff of a big company and everyone would rip each other off because there was low differentiation So much to the point that the Sequoia and David chose to not open their Brazil office as there was no viable investments. This was a big shock to David but the reality dawned in- this was a blessing though and led him to start $nu They offered David a job but he denied it and said he believed in LatAm for the next XX years. He didnt want to waste any time. After seeing the issues in banking it all clicked"
X Link @davey_juice 2025-10-15T04:46Z 5894 followers, XXX engagements

"Well needed thread: Who is Ariel Szarfsztejn the new CEO of $meli who takes over officially next quarter (2026): 🧵"
X Link @davey_juice 2025-10-09T02:04Z 5891 followers, 4444 engagements

"$snow focused on their bottom line clearly 😅 They wanna lose 2-3B GAAP income a year"
X Link @davey_juice 2025-10-07T23:05Z 5887 followers, 1396 engagements

"I would dump even more of my SaaS holdings into $rbrk if I didnt have so much of the capital locked into covered calls. Arbitrage of the year in SW imo other than $app which Im not sure why @jaminball doesnt include on here"
X Link @davey_juice 2025-10-04T01:57Z 5887 followers, 3924 engagements

"Its gross that people lose their whole portfolio on a X% move not that Trump made a geopolitical move. Biggest liquidation event in history 😂 Account muted"
X Link @davey_juice 2025-10-13T18:48Z 5891 followers, 1733 engagements

"Added to $dlo 13.72"
X Link @davey_juice 2025-10-10T17:31Z 5894 followers, 1199 engagements

"$alab good example of stock that was valued for perfection one piece of bad news blew it up 20%. I think many quality stocks are priced like that. Only other ones I own like that are priced like that imo $net and $crwd maybe $snow (have covered calls on first 2)"
X Link @davey_juice 2025-10-14T14:39Z 5894 followers, 5933 engagements

"Problem: People in Manaus (3 Million including metro) make significantly less than Sao Paolo but groceries are significantly more expensive due to logistical issues (it borders the Amazon Jungle) In the mean time: $MELI has established a logistics presence in Manaus Brazil through the registered entity Mercado Envios Servios de Logstica Ltda. This entity is located at Avenida Torquato Tapajs 7503 - Tarum Manaus - AM 69.041-025. However the registration status is marked as baixada (inactive) indicating that the entity may not be fully operational. Solution benefit MELI Very likely $MELI is"
X Link @davey_juice 2025-09-30T19:32Z 5890 followers, 3746 engagements

"$RBRK updated X year price target (Q4 2028 Price Target): $XXX (+135%) Common Assumptions (All Scenarios) Current shares: 197.48M; Current SP=$84 Dilution: 2.75%/year (2026 & 2027) 2.5%/year (2028 & 2029) = 218.7M shares in 2029 Net cash: $500M Revenue 2025 E: $1.3B Revenue growth 20262028: Bear XX% Base XX% Bull XX% Revenue growth 2029: Bear XX% Base XX% Bull XX% Scenario Assumptions & 2029 Valuation 🟥 Bear 7.5x NTM P/S (9.4x GP) Revenue 2029: 2.99B EV = XXXX XXX 22.43B Add net cash: XXXXX + XXX = 22.93B Shares: 218.7M; Stock Price = $XXX 🟨 Base 12x NTM P/S (15x GP) Revenue 2029: 3.54B EV"
X Link @davey_juice 2025-10-03T01:56Z 5887 followers, 8589 engagements

"Having trouble figuring out why I shouldnt 5x my $app position at the right price"
X Link @davey_juice 2025-10-12T01:23Z 5890 followers, 2810 engagements

"@BenBajarin @KreizJordy"
X Link @davey_juice 2025-10-13T15:55Z 5894 followers, XXX engagements

"Wheres Lauren Balik at the genius who was yellling to the moon about how $snow was a short XXX% ago how $app was a short XXX% ago. Some of the dumbest people can sound smart as they continue to pound their wrongfully strong conviction views"
X Link @davey_juice 2025-10-08T16:16Z 5892 followers, 1675 engagements

"@EnergyCredit1 Whats your target now XXX still"
X Link @davey_juice 2025-10-12T01:46Z 5887 followers, XXX engagements

"$CRDO bounced hard offthe XX SMA. I added there yesterday at 135/136"
X Link @davey_juice 2025-10-08T18:49Z 5894 followers, 2498 engagements