# ![@GoldenLacLLC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4233444491.png) @GoldenLacLLC Golden Lake Partners

Golden Lake Partners posts on X about ai, $snow, $panw, $ddog the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::4233444491/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4233444491/c:line/m:interactions.svg)

- [--] Week [------] +5,499%
- [--] Months [------] +1,265%
- [--] Year [------] +113%

### Mentions: [--] [#](/creator/twitter::4233444491/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4233444491/c:line/m:posts_active.svg)

- [--] Months [--] -36%
- [--] Year [--] -58%

### Followers: [-----] [#](/creator/twitter::4233444491/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4233444491/c:line/m:followers.svg)

- [--] Week [-----] +13%
- [--] Months [-----] +19%
- [--] Year [-----] +22%

### CreatorRank: [---------] [#](/creator/twitter::4233444491/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4233444491/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [gaming](/list/gaming)  [celebrities](/list/celebrities) 

**Social topic influence**
[ai](/topic/ai), [$snow](/topic/$snow), [$panw](/topic/$panw), [$ddog](/topic/$ddog) #17, [$mdb](/topic/$mdb), [$crwd](/topic/$crwd), [if you](/topic/if-you), [$adbe](/topic/$adbe), [anthropic](/topic/anthropic) #1893, [$ftnt](/topic/$ftnt)

**Top accounts mentioned or mentioned by**
[@acemoney21](/creator/undefined) [@convequity](/creator/undefined) [@nothingburger16](/creator/undefined) [@galacticbarrier](/creator/undefined) [@bigbullcap](/creator/undefined) [@techfundies](/creator/undefined) [@bankbraavos](/creator/undefined) [@ecommerceshares](/creator/undefined) [@lokoyacap](/creator/undefined) [@fromvalue](/creator/undefined) [@twannsworld](/creator/undefined) [@goldenlacllc](/creator/undefined) [@extremetechfund](/creator/undefined) [@alphasenseinc](/creator/undefined) [@chairliftcap](/creator/undefined) [@kouroshshafi](/creator/undefined) [@laurenbalik](/creator/undefined) [@intrinsicinv](/creator/undefined) [@bearcaveemail](/creator/undefined) [@akramsrazor](/creator/undefined)

**Top assets mentioned**
[Snowflake Inc. (SNOW)](/topic/$snow) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Datadog Inc (DDOG)](/topic/$ddog) [MongoDB, Inc. (MDB)](/topic/$mdb) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Adobe, Inc. (ADBE)](/topic/$adbe) [Fortinet Inc (FTNT)](/topic/$ftnt) [Zscaler Inc (ZS)](/topic/$zs) [Cloudflare, Inc. (NET)](/topic/$net) [Microsoft Corp. (MSFT)](/topic/$msft) [Salesforce Inc (CRM)](/topic/$crm) [Atlassian Corporation PLC (TEAM)](/topic/$team) [IBM (IBM)](/topic/ibm) [Now Coin (NOW)](/topic/$now) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Extreme Networks (EXTR)](/topic/$extr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Docusign Inc (DOCU)](/topic/$docu) [Intuit Inc. (INTU)](/topic/$intu) [Ebang International Holdings Inc. (EBON)](/topic/$ebon) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Blend Labs, Inc. (BLND)](/topic/$blnd) [PTC Inc (PTC)](/topic/$ptc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Workday Inc (WDAY)](/topic/$wday)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Thread DD on Ebang International Holdings ($EBON) $EBON is a china-based bitcoin miner maker touted as one of the leader in the industry with plans to launch a crypto exchange and start mining bitcoin for its own account. Sounds like a good investment Lets find out 👇👇"  
[X Link](https://x.com/GoldenLacLLC/status/1363866545034821632)  2021-02-22T15:01Z [----] followers, [--] engagements


"The FED printed $7000000000000 in [----] 🤯 That's 222K per second. Imagine a printer that prints over two thousand $100 bill per second"  
[X Link](https://x.com/GoldenLacLLC/status/1480061985471574021)  2022-01-09T06:20Z [----] followers, [----] engagements


"The subsector where I see the biggest amount of credit risk : Non-bank lenders (think $AFRM $BLND $UPST etc.) A Thread 🧵"  
[X Link](https://x.com/GoldenLacLLC/status/1518015808408014848)  2022-04-23T23:55Z [----] followers, [--] engagements


"@jaminball A couple of these names have a lot more to go in terms of share price going down $GLTB being at the forefront of that list"  
[X Link](https://x.com/GoldenLacLLC/status/1532885076933066753)  2022-06-04T00:40Z [----] followers, [--] engagements


"1/2 The mgmt of $PTC should really stop playing with investors. Between the change in reported segments two years in a row giving FY23 guidance that includes ServiceMax then reporting a Q1 that doesn't not guiding quarterly revenue but only ARR"  
[X Link](https://x.com/GoldenLacLLC/status/1621518399858946048)  2023-02-03T14:38Z [----] followers, [---] engagements


"$FTNT Installed base far outweighs that of $PANW today. Cross sell opps are thus far more especially in SD-WAN"  
[X Link](https://x.com/GoldenLacLLC/status/1656732714685300750)  2023-05-11T18:47Z [----] followers, [---] engagements


"That's how much confidence insiders have in $NET"  
[X Link](https://x.com/GoldenLacLLC/status/1658840586978222080)  2023-05-17T14:23Z [----] followers, [---] engagements


"@convequity The hyperscalers had 1st mover advantage on storage and put on fees for firms to move their data around. Imagine you are JP Morgan with TBs of data on AWS will you pay billions to move those TBs to R2 Absolutely not. The road is long and arduous for $NET"  
[X Link](https://x.com/GoldenLacLLC/status/1658848454704087040)  2023-05-17T14:54Z [---] followers, [--] engagements


"@convequity Execution on GTM for enterprise is disastrous and $NET looks lost and searching for answers. I mean who in their right mind would partner will freaking Kyndryl a failing IT services co that's in the midst of a turnaround to target enterprise customers"  
[X Link](https://x.com/GoldenLacLLC/status/1658850740117405700)  2023-05-17T15:03Z [---] followers, [--] engagements


"@karan_jh @ronjonbSaaS More importantly both use cases are completely different with one geared towards analytics $SNOW and databricks towards ML and data science. The head on collision will happen only in the next three or so years"  
[X Link](https://x.com/GoldenLacLLC/status/1660697986442117127)  2023-05-22T17:23Z [---] followers, [--] engagements


"Why would any one company buy $PANW's XSIAM + their endpoint (co doesn't sell em separately) instead of one cheaper equally good or even better solution in $S"  
[X Link](https://x.com/GoldenLacLLC/status/1661412064655491072)  2023-05-24T16:41Z [---] followers, [--] engagements


"If you ain't jumping at $SNOW at this price I don't know what to tell you #1 product in its segment + -18% yesterday + FED lowering rates in the next 6-12 months is a gift Recency bias + listening to clueless ER analysts who are always chasing stocks from behind is no bueno"  
[X Link](https://x.com/GoldenLacLLC/status/1662097618531495937)  2023-05-26T14:05Z [---] followers, [--] engagements


"@galacticbarrier How is $SNOW an AI play"  
[X Link](https://x.com/GoldenLacLLC/status/1662405288090120193)  2023-05-27T10:28Z [----] followers, [--] engagements


"@ecommerceshares I literally do not know where $CRM is going for the next 2-3 years. The gross churn is among the worst in large cap sftwr at around 90% you are cutting S&M which means less net new clients coming in all else being equal. It just doesn't add up"  
[X Link](https://x.com/GoldenLacLLC/status/1664229985664524289)  2023-06-01T11:18Z [---] followers, [--] engagements


"@ecommerceshares @acemoney21 Thanks WC. Should we expect you to take your red "pen" and dissect $CRM or $CRWD's results :)"  
[X Link](https://x.com/GoldenLacLLC/status/1664265001941762051)  2023-06-01T13:37Z [----] followers, [---] engagements


"@extremetechfund @mukund Something very few people talk about is the fact that $PANW is including revenue from SD-WAN into their firewall/hardware division. This is no bueno for the hardware division even in the best scenario Remember The S in SD WAN stands for software"  
[X Link](https://x.com/GoldenLacLLC/status/1665678947642667009)  2023-06-05T11:16Z [----] followers, [--] engagements


"@galacticbarrier Agree with you but the threat of technological disruption is always there. Less than [--] years ago in this very segment Cloudera & Hadoop were supposed to be the next big thing. where they at now Message for those thinking of going all in on $SNOW"  
[X Link](https://x.com/GoldenLacLLC/status/1674074588886466562)  2023-06-28T15:21Z [---] followers, [---] engagements


"The gap between $FTNT and $PANW is becoming wide to a point where $FTNT is becoming extremely attractive given how well run the company is and considering it's founder led. Company doesn't make a lot of noise on CNBC but might on the cusp of a breakout:"  
[X Link](https://x.com/GoldenLacLLC/status/1674076225952792577)  2023-06-28T15:24Z [----] followers, [---] engagements


"-strong topline growth with exposure to SASE NGFW & Operational Technology/IoT security -Awesome margins net of SBCs -SBCs very low around 5% - Not overly reliant on hyperscalers like $PANW which helps gross margins a lot -very efficient R&D & no big M&A acquisitions"  
[X Link](https://x.com/GoldenLacLLC/status/1674076227420794885)  2023-06-28T15:32Z [---] followers, [---] engagements


"$PANW - insiders are selling shares. Signs of a top"  
[X Link](https://x.com/GoldenLacLLC/status/1676965932638560256)  2023-07-06T14:46Z [----] followers, [---] engagements


"Is it a quality stock Yes Did the stock get a little too crazy YTD Also yes Especially vs $FTNT which a top notch company in its own right founder led & very efficiently run Palo Alto up 77% since January back before we realized it was a high quality business Palo Alto up 77% since January back before we realized it was a high quality business"  
[X Link](https://x.com/GoldenLacLLC/status/1678660015522193408)  2023-07-11T06:58Z [----] followers, [---] engagements


"Looking at it as well. Crazy to think that most consumption names are up 104% 45% & 53% for $MDB $DDOG & $CFLT respectively but $SNOW is at 12% YTD Opportunity looks very compelling to me at these levels"  
[X Link](https://x.com/GoldenLacLLC/status/1687118880475332608)  2023-08-03T19:34Z [---] followers, [---] engagements


"@arny_trezzi It's not that $PLTR needs to reaccelerate growth. More like $SNOW should rerate. Take a look at all the other consumption names $DDOG $MDB etc all have rerated except $SNOW even as AWS has flagged stabilizing optimisation trends"  
[X Link](https://x.com/GoldenLacLLC/status/1687763688697036805)  2023-08-05T09:53Z [----] followers, [---] engagements


"@convequity I mean that's exactly what all security Cos have been doing/have done. $CRWD $ZS & $NET all have their own infra The spend will weigh in on the FCF ST but will definitely be an advantage vs the $PANW & $S of the world in the medium to long term"  
[X Link](https://x.com/GoldenLacLLC/status/1691107166130765825)  2023-08-14T15:19Z [---] followers, [---] engagements


"@acemoney21 The 9-11% sustainable top line growth is not possible y Co has one of the lowest gross retention rates in entreprise sftw and has been slashing S&M since elliott got in while $HUBS $FRSH have solid competing products How do you think that goes for them Not good imo"  
[X Link](https://x.com/GoldenLacLLC/status/1691136396574994432)  2023-08-14T17:15Z [---] followers, [---] engagements


"@acemoney21 I'm keeping my eye on $SNOW growth should inflect higher between now and 24CQ1 especially that they have higher exposure to AWS which beat their topline guidance a couple of weeks ago"  
[X Link](https://x.com/GoldenLacLLC/status/1691137285545144336)  2023-08-14T17:18Z [---] followers, [---] engagements


"@convequity any takes on $MDB from a fundamental perspective"  
[X Link](https://x.com/GoldenLacLLC/status/1696201094131531898)  2023-08-28T16:40Z [---] followers, [---] engagements


"$MDB at 14.7x NTM revenue but $SNOW at 13.4x. One expected to grow +37% & the other +17%. I'll let you guess which is which. Great arb opportunity right here"  
[X Link](https://x.com/GoldenLacLLC/status/1696550523527192609)  2023-08-29T15:48Z [---] followers, [--] engagements


"+37% for $SNOW (+6% YTD price performance) +17% for $MDB (+88% YTD price performance) + Databricks valued at +$43B ($1B revenue run rate roughly) & $SNOW at $50B growing just as fast. Not sure what the market is not seeing here or maybe I'm the one not seeing something"  
[X Link](https://x.com/GoldenLacLLC/status/1696553921349607588)  2023-08-29T16:02Z [---] followers, [--] engagements


"@NeckarValue "It's a whazy. It's a woozie. It's fairy dust. It doesn't exist. It's never landed. It is no matter. It's not on the elemental chart. It's not fucking real." - Mark Hanna"  
[X Link](https://x.com/GoldenLacLLC/status/1696826079036473607)  2023-08-30T10:03Z [---] followers, [--] engagements


"@yantrashikshaka @BigBullCap What makes you so sure with $CRWD leading the way in cloud + EDR/XDR and $PANW $MSFT among others all in one or both of those segments"  
[X Link](https://x.com/GoldenLacLLC/status/1698660116575244390)  2023-09-04T11:31Z [----] followers, [--] engagements


"@borrowed_ideas and estimates for [----] are at $10B product revenue add pro services to that and you might end up at $10.4B"  
[X Link](https://x.com/GoldenLacLLC/status/1702259112602394647)  2023-09-14T09:52Z [---] followers, [---] engagements


"@wolfofharcourt 4x the price and 1/4th of the prospects. Great acquisition lol"  
[X Link](https://x.com/GoldenLacLLC/status/1704853546355867934)  2023-09-21T13:42Z [---] followers, [--] engagements


"@AlphaSenseInc Surface level analysis imo $MDB has hyperscaler competition in a market that is small and isn't projected to become a [---] billion dollar one as of yet you have postgres that's doing a good job on the SQL side of things and is free With $ADBE the valuation today is the problem"  
[X Link](https://x.com/GoldenLacLLC/status/1706986345841774650)  2023-09-27T10:57Z [---] followers, [---] engagements


"@viggy_krishnan @lokoyacap @quinwoodlncap @absharman You guys forget that both CEO and CFO changed recently so they have to put numbers that they are confort. with"  
[X Link](https://x.com/GoldenLacLLC/status/1707323024674857286)  2023-09-28T09:15Z [---] followers, [--] engagements


"$SNOW for you has more competition when $MDB is using hyperscaler infra and is and has been competing against hyperscalers in a market waaay smaller than Snowflake's market +$MDB has more competition from Open Source"  
[X Link](https://x.com/GoldenLacLLC/status/1707758027418296803)  2023-09-29T14:03Z [---] followers, [---] engagements


"@OnodaCapital a TAM of around $270B for $SNOW and $22B for $MDB that's a c.10x difference"  
[X Link](https://x.com/GoldenLacLLC/status/1707780589204471951)  2023-09-29T15:33Z [----] followers, [---] engagements


"@acemoney21 The negative sentiment around $SNOW is baffling is the least I can say"  
[X Link](https://x.com/GoldenLacLLC/status/1709162510773796960)  2023-10-03T11:04Z [---] followers, [---] engagements


"Agreed $DDOG is so easy to use that they doesn't sell any pro services like the rest of the SaaS companies Trying to sell infra monitoring 1st to clients (which every Co. does) and not app monitoring (lowers performance of some apps) like $DT & others made them a success imo For many investors it is very hard to understand why $DDOG was so successful in scaling up the company and constantly trading at a high premium. I find Vercel CEO's comment on Datadog being a cloud [---] company w/ smooth onboarding experience to be quite compelling. Also it https://t.co/v9QIoV9gaE For many investors it is"  
[X Link](https://x.com/GoldenLacLLC/status/1709986179511206025)  2023-10-05T17:37Z [----] followers, [----] engagements


"$DOCN is kinda fighting (and losing) the same fight as OVH cloud in Europe. You just can't win against hyperscalers given their economies of scale. Same thing will happen to $NET on their bet on R2 (object storage) Hence why the've been begging AWS to cancel/lower egress fees"  
[X Link](https://x.com/GoldenLacLLC/status/1709988338986311713)  2023-10-05T17:46Z [---] followers, [---] engagements


"like what I think $CDNS going into simulation aggressively is a tremendous growth area if they succeed at it and manage to displace $ANSS @RMHumaneInvest @long_equity Synopsys is better. They have other growth areas @RMHumaneInvest @long_equity Synopsys is better. They have other growth areas"  
[X Link](https://x.com/GoldenLacLLC/status/1711658601226379753)  2023-10-10T08:23Z [----] followers, [---] engagements


"The reason $ADBE didn't disclose any financials related to the Gen AI opp is because there's hope it impacts the number but not actual clear path to get there as of yet for the mgt"  
[X Link](https://x.com/GoldenLacLLC/status/1712003986323091549)  2023-10-11T07:15Z [---] followers, [---] engagements


"I think given the way they chose the pricing & distribution $ADBE will be the one that will have the most delayed impact on the topline out of all enterprise software players with a good enough Gen AI offering. & the valuation is not reflecting that at the moment"  
[X Link](https://x.com/GoldenLacLLC/status/1712077716021809504)  2023-10-11T12:08Z [----] followers, [----] engagements


"@lokoyacap We are so early in the whole Gen AI journey for creatives that even $ADBE themselves don't know about the impact hence why no financial indications were given at the analyst day yesterday The stock is super expensive as well at 11.9x revenue 🤯"  
[X Link](https://x.com/GoldenLacLLC/status/1712122696123732166)  2023-10-11T15:07Z [---] followers, [--] engagements


"@ChairliftCap If the boyz at $ADBE don't then we as minority shareholders definitely don't as well lol"  
[X Link](https://x.com/GoldenLacLLC/status/1712186057884590527)  2023-10-11T19:19Z [---] followers, [--] engagements


"$ADBE valued at 12x revenue as much as $DDOG & $MDB. When will the madness stop Especially knowing that AI at adobe will be a consumption play not a seat volume/SaaS one. Feels like [----] & the dotcom bubble all over again"  
[X Link](https://x.com/GoldenLacLLC/status/1714684706652860600)  2023-10-18T16:47Z [---] followers, [---] engagements


"@lokoyacap way higher than all the software megacaps including $MSFT $GOOG $CRM $WDAY etc. and that's with taking Figma & Firefly into account"  
[X Link](https://x.com/GoldenLacLLC/status/1714897474605728138)  2023-10-19T06:53Z [---] followers, [---] engagements


"No because it takes more than 3m to sort issues like that Wouldn't even call it issues it's a refocus to trget Enterprise customers. Scrutiny as $FTNT flagged hppnd + at the enterprise than SMB for the last couple of months and the SMB focus of $NET is what helped them this Q"  
[X Link](https://x.com/GoldenLacLLC/status/1720396259708522671)  2023-11-03T11:03Z [---] followers, [---] engagements


"Investing in publicly traded software companies is not for the faint of heart $DDOG"  
[X Link](https://x.com/GoldenLacLLC/status/1721867016569594186)  2023-11-07T12:27Z [---] followers, [---] engagements


"$SNOW SnOwFlaKe iS sooo eXpeNsiVe Actual users:"  
[X Link](https://x.com/GoldenLacLLC/status/1722281051584934168)  2023-11-08T15:52Z [----] followers, [---] engagements


"@ryan_c_walsh Awesome What about CrowdStrike @ryan_c_walsh"  
[X Link](https://x.com/GoldenLacLLC/status/1725193801390559712)  2023-11-16T16:47Z [---] followers, [---] engagements


"Between [----] & [----] $PTC (CAD & PLM co) barely doubled their revenue Management is incentivized on driving. hold it. Non gaap operating margins down (instead of gaap margin up) Their bet on IoT has fizzled after acquiring many companies for a total of $1.1B over the years"  
[X Link](https://x.com/GoldenLacLLC/status/1725569949131800680)  2023-11-17T17:41Z [---] followers, [---] engagements


"@extremetechfund @jordanschnyc Also because memory trough is behind us and that's a tailwind for $LRCX Why you comparing Q2 [----] and Q3 [----] btw"  
[X Link](https://x.com/GoldenLacLLC/status/1727026599319769187)  2023-11-21T18:10Z [---] followers, [---] engagements


"@ChairliftCap Imagine thinking you'll go to salesforce to work on the bleeding edge of AI 😂 Get it together Matthew lol"  
[X Link](https://x.com/GoldenLacLLC/status/1727027261675876829)  2023-11-21T18:12Z [---] followers, [---] engagements


"@kouroshshafi That's a nice way of putting it but tailwind for revenue + neutral for op profit means mrgins are going Do you think EBA biz will be fully in the cloud a couple of years from now"  
[X Link](https://x.com/GoldenLacLLC/status/1727741552133390803)  2023-11-23T17:31Z [----] followers, [--] engagements


"@kouroshshafi ADSK worded it exactly the same. Don't know $TYL that well but I reckon it must be very different from $ADSK as their gross margins are around 47% in CY22 (ADSK low 90% I think)"  
[X Link](https://x.com/GoldenLacLLC/status/1727746194342846575)  2023-11-23T17:49Z [----] followers, [--] engagements


"@FromValue Why would you associate Nick Sleep with CRWD lol He would've never invested in it during his career (even if I think it's a great company) What scale economies shared does CRWD provide btw"  
[X Link](https://x.com/GoldenLacLLC/status/1730179561126494691)  2023-11-30T10:58Z [---] followers, [---] engagements


"@FromValue so this "the more breaches can be stopped as the whole network profits from what happens to a single endpoint user through Crowdstrike's intelligent threat scans." How is it unique to CRWD all cybersec cos benefit from that in that case"  
[X Link](https://x.com/GoldenLacLLC/status/1730267862135128428)  2023-11-30T16:49Z [---] followers, [--] engagements


"@portseacapital That's a consumption model that $SNOW and $MDB to name a few already offer"  
[X Link](https://x.com/GoldenLacLLC/status/1731647720304079123)  2023-12-04T12:12Z [---] followers, [---] engagements


"@strifenjustice @TwannsWorld @laurenbalik She sucks was shitting all over $SNOW at $120 last year"  
[X Link](https://x.com/GoldenLacLLC/status/1732537571714994460)  2023-12-06T23:08Z [---] followers, [---] engagements


"@IntrinsicInv This is stupid imo In AI MSFT and OpenAI hold no monopoly on anything not GPUs not the LLM tech. They have an agreement because one provides one piece of the puzzle (software side) and the other the remaining piece (GPUs) Where's the anti competitive anything"  
[X Link](https://x.com/GoldenLacLLC/status/1733098509627256863)  2023-12-08T12:17Z [---] followers, [---] engagements


"@IntrinsicInv Plus OpenAI sells its services to anyone who's buy. Far removed from the activision/MSFT deal where there was an issue on whether CoD would be sold on playstation or not which would be anti competitive to a certain degree"  
[X Link](https://x.com/GoldenLacLLC/status/1733098910170726804)  2023-12-08T12:19Z [---] followers, [--] engagements


"The Kristian we are talking about here is Kristian Talvitie CFO of $PTC. Yes he doesn't know what Q4 revenue was and he is the CFO 🤡"  
[X Link](https://x.com/GoldenLacLLC/status/1734202040950173883)  2023-12-11T13:22Z [----] followers, [---] engagements


"@BearCaveEmail when are you gonna have a look at the boyz over at $PTC @sprucepointcap"  
[X Link](https://x.com/GoldenLacLLC/status/1734225180325454218)  2023-12-11T14:54Z [----] followers, [---] engagements


"@galacticbarrier @MRatable Beyond rates. I don't think people know that $NET is one of the only if not the only company that has the DCs network to make edgeAI work"  
[X Link](https://x.com/anyuser/status/1740123770873143600)  2023-12-27T21:33Z [--] followers, [---] engagements


"@DeepSailCapital $ADBE - overvalued - competition from Figma to Canva to DALLE and Midjourney - price increase impact are a headwind yoy - Driving adoption on Firefly meaning monetization is not the focus in the ST and MT - the bigger the % of AI in the mix the lower the margins re gon be"  
[X Link](https://x.com/anyuser/status/1745770543326913008)  2024-01-12T11:31Z [--] followers, [---] engagements


"@convequity Solid post. Where have you seen that $VEEV is moving to private/colo DCs"  
[X Link](https://x.com/GoldenLacLLC/status/1747193835099148415)  2024-01-16T09:47Z [----] followers, [---] engagements


"@Apollo_21mil @amitisinvesting certainly undervalued vs $CRWD"  
[X Link](https://x.com/GoldenLacLLC/status/1747635884189528427)  2024-01-17T15:03Z [---] followers, [--] engagements


"@vict0rimmo @ReinhartCorvus @VLequertier $CRWD a 17x les revenues a fait cher quand meme. $FTNT est bien mieux en terme de valo 7x avec le sous segment des firewalls physiques qui va ressortir du downturn dans un trimestre ou deux"  
[X Link](https://x.com/GoldenLacLLC/status/1747982370072838618)  2024-01-18T14:00Z [---] followers, [--] engagements


"Whoever is buying $CRWD at 17x Frwd revs know this isn't a smart move and we ain't in [----] anymore"  
[X Link](https://x.com/GoldenLacLLC/status/1748030320320848074)  2024-01-18T17:11Z [---] followers, [---] engagements


"Cyber VAR friend I just talked to $FTNT troughed to levels never seen in Q2 and Q3 strong high teens growth in Q4 for his practice $S than $CRWD in net new logos underlying tech is solid $CRWD does good job in selling addl modules will be tough to go beyond last yr growth"  
[X Link](https://x.com/GoldenLacLLC/status/1749482475150045628)  2024-01-22T17:21Z [---] followers, [---] engagements


"@acemoney21 didn't get into specific products SASE is doing very well given it was just launched. Said there's no reason $FTNT can't take the $PANW route aka switch from ovwght hardware to sftwr in terms of sales FW market has been in downturn for 5Qs now historically dwtrn lasted [--] to 7Qs"  
[X Link](https://x.com/GoldenLacLLC/status/1749513822186955095)  2024-01-22T19:26Z [---] followers, [--] engagements


"@LogicalThesis agreed. Same can be said about $CRWD as their TAM is way smaller than $SNOW and competitors many more"  
[X Link](https://x.com/GoldenLacLLC/status/1749861995329798184)  2024-01-23T18:29Z [---] followers, [---] engagements


"lol @ $IBM Pumping bc they reported higher CF vs their guidance. none of the upside is coming from the actual business all of it is coming from cost cutting: - sale of real estate - "Adjusted" EBITDA - lay offs meanwhile next year's organic growth CSS is at 2%"  
[X Link](https://x.com/GoldenLacLLC/status/1750592507740852674)  2024-01-25T18:52Z [---] followers, [---] engagements


"@akramsrazor lol @ $IBM Pumping bc they reported higher CF vs their guidance. none of the upside is coming from the actual business all of it is coming from cost cutting: - sale of real estate - "Adjusted" EBITDA - lay offs meanwhile next year's organic growth CSS is at 2%"  
[X Link](https://x.com/GoldenLacLLC/status/1750592780412555725)  2024-01-25T18:53Z [---] followers, [--] engagements


"@akramsrazor Lol long $IBM The company that's slated to grow 2% organically next year Come on man you can do better"  
[X Link](https://x.com/GoldenLacLLC/status/1750648442999730601)  2024-01-25T22:34Z [---] followers, [---] engagements


"UBS on $IBM"  
[X Link](https://x.com/GoldenLacLLC/status/1750812227291025522)  2024-01-26T09:25Z [---] followers, [---] engagements


"Long $MSFT on AI upside into 2025"  
[X Link](https://x.com/GoldenLacLLC/status/1750855861117829625)  2024-01-26T12:19Z [---] followers, [--] engagements


"@VetTechTrader Guide to +2pts of margins for FY. that's impressive op leverage during a ramp up phase of AI"  
[X Link](https://x.com/GoldenLacLLC/status/1752473845498269912)  2024-01-30T23:28Z [---] followers, [--] engagements


"@TheTranscript_ @sundarpichai Those GenAI unicorns are multicloud though"  
[X Link](https://x.com/GoldenLacLLC/status/1752707379710619971)  2024-01-31T14:56Z [---] followers, [--] engagements


"@NothingBurger16 @acemoney21 Gotta look closer than lol Thanks"  
[X Link](https://x.com/GoldenLacLLC/status/1753149946415484963)  2024-02-01T20:14Z [---] followers, [--] engagements


"@NothingBurger16 @acemoney21 @NothingBurger16 I just read the $EXTR call transcript 1- $FTNT assumed lowest closing rates in the last [--] yrs for guidance 2- Weird to see bookings down in americas and up in EMEA for $EXTR 3- $EXTR has an inventory issue not the case at $FTNT I believe"  
[X Link](https://x.com/GoldenLacLLC/status/1753183791705645250)  2024-02-01T22:29Z [---] followers, [--] engagements


"@NothingBurger16 @acemoney21 Also mgt at $EXTR is talking about a recovery in CQ2 and double digits growth $FTNT FY ends in December so guide for the yr takes that into account hopefully but what do I know lol"  
[X Link](https://x.com/GoldenLacLLC/status/1753184370033103272)  2024-02-01T22:31Z [---] followers, [--] engagements


"@acemoney21 @NothingBurger16 I might be confused here but never heard $FTNT talk about sell in and sell thru. have you @acemoney21"  
[X Link](https://x.com/GoldenLacLLC/status/1753185003544920465)  2024-02-01T22:34Z [---] followers, [--] engagements


"@NothingBurger16 @acemoney21 and the last thing is that both businesses are evolving in two close but disctinct verticals with only SDWAN as an overlap where $FTNT is a top [--] if not leading vendor rest is cyber while $EXTR only sells networking stuff predominantly (+SDWAN as mentioned above)"  
[X Link](https://x.com/GoldenLacLLC/status/1753190206847455334)  2024-02-01T22:54Z [---] followers, [--] engagements


"The day everyone understands $ADBE is not an AI beneficiary to the extent consensus thinks it is the stock will drop from its current nosebleed valuation like a rock in water"  
[X Link](https://x.com/GoldenLacLLC/status/1753457562400207020)  2024-02-02T16:37Z [---] followers, [---] engagements


"$ADBE & AI 1/ GenAI fuelled image generation an increasingly crowded field with big competitors emerging GenAI excitement is understandable. Adobe Firefly has gained traction with 4.5+ billion AI-generated images in [--]. But Adobe is focussing on adoption over monetisation"  
[X Link](https://x.com/GoldenLacLLC/status/1753768886892102128)  2024-02-03T13:14Z [----] followers, [----] engagements


"2/ perhaps due to the multitude of new GenAI tools available from OpenAI (Dall-E) Google (Imagen) Meta (Imagine) Amazon (Titan) Nvidia (Perfusion Picasso) Stability AI (Stable Diffusion) Midjourney Canva (Magic Media OpenAI GPT integration) Getty Images (iStock)"  
[X Link](https://x.com/GoldenLacLLC/status/1753768888800579732)  2024-02-03T13:14Z [----] followers, [---] engagements


"3/ and Shutterstock. Microsofts Copilot has generated 5bn+ images and Image Creator from Designer is now part of Copilot Pro. Hyperscalers (with the resources to pay copywrite challengers and indemnify customers) are embedding content creation and editing tools within Ad Tech"  
[X Link](https://x.com/GoldenLacLLC/status/1753768890792894619)  2024-02-03T13:14Z [---] followers, [--] engagements


"4/ offerings potentially replacing some Adobe products. While Adobe is likely to maintain its sticky user base widening the funnel and capturing new (paying) users may not be as easy (or as inexpensive) as some hope. Adobe may actually risk becoming increasingly niche rather"  
[X Link](https://x.com/GoldenLacLLC/status/1753768893036855717)  2024-02-03T13:14Z [---] followers, [--] engagements


"5/ than more pervasive. Despite ramping competition consensus expects 30-40bps annual margin expansion from 45.8% in FY24 to 46.1% in FY25 and 46.5% in FY26"  
[X Link](https://x.com/GoldenLacLLC/status/1753768894811005008)  2024-02-03T13:14Z [---] followers, [--] engagements


"6/ perhaps due to the multitude of new GenAI tools available from OpenAI (Dall-E) Google (Imagen) Meta (Imagine) Amazon (Titan) Nvidia (Perfusion Picasso) Stability AI (Stable Diffusion) Midjourney Canva (Magic Media OpenAI GPT integration) Getty Images (iStock) and"  
[X Link](https://x.com/GoldenLacLLC/status/1753768896589377990)  2024-02-03T13:14Z [---] followers, [--] engagements


"7/ Shutterstock. Microsofts Copilot has generated 5bn+ images and Image Creator from Designer is now part of Copilot Pro. Hyperscalers (with the resources to pay copywrite challengers and indemnify customers) are embedding content creation and editing tools within"  
[X Link](https://x.com/GoldenLacLLC/status/1753768898522993140)  2024-02-03T13:14Z [---] followers, [---] engagements


"8/ Ad Tech offerings potentially replacing some Adobe products. While Adobe is likely to maintain its sticky user base widening the funnel and capturing"  
[X Link](https://x.com/GoldenLacLLC/status/1753768900615872630)  2024-02-03T13:14Z [---] followers, [---] engagements


"When you are trying to stack S curves 10% is too low and you need to scale revs (in $ terms) for 10% to be enough in $ terms (cf $MSFT 15% in R&D and 30% in S&M is a good benchmark to aim for in enterprise software when topline starts to decel below c.8-10% Scaled software companies spending 20%+ of revenue on R&D is insane. Products mature and need to be run like cash cows. Kill all pet projects and new product dev projects that will never amount to anything. Public software companies should be spending 10% of revenue on R&D. Scaled software companies spending 20%+ of revenue on R&D is"  
[X Link](https://x.com/GoldenLacLLC/status/1754477418369138955)  2024-02-05T12:09Z [---] followers, [---] engagements


"🚨 $ADBE- Firefly Has Competition - UBS research 🚨 In the category of image creation tools the consensus investor view is that Adobes Firefly product is likely to be a major success in 2024/2025. It could be but this survey question/answer makes it clear that there are"  
[X Link](https://x.com/GoldenLacLLC/status/1754861463238312427)  2024-02-06T13:35Z [----] followers, [----] engagements


"a number of rival AI products as OpenAIs DALL-E was the clear preferred tool and Adobe Google and privately-held Midjourney were essentially tied for 2nd place.Interestingly a full 25% of respondents had no plans to utilize any of these tools compared to"  
[X Link](https://x.com/GoldenLacLLC/status/1754861464916013414)  2024-02-06T13:35Z [---] followers, [---] engagements


"near-zero that answered the same with respect to M365 Copilot and Google Duet. Our survey also suggests that DALL-E Firefly Midjourney and other such tools will be used by a narrow subset (20%) of creative employees"  
[X Link](https://x.com/GoldenLacLLC/status/1754861466589487223)  2024-02-06T13:35Z [---] followers, [---] engagements


"@xponentialdave Not thinking of selling $CRWD at these nosebleed valuations"  
[X Link](https://x.com/GoldenLacLLC/status/1755085707788366298)  2024-02-07T04:26Z [---] followers, [---] engagements


"you realize it's as expensive as $SNOW in a segment with lots of specialized competition ( $S Wiz $PANW.) that have no major tech differentiation between them. $SNOW TAM is at $300B whereas $CRWD TAM is half that with 3x the # of competitors seems silly to me @GoldenLacLLC Nope @GoldenLacLLC Nope"  
[X Link](https://x.com/GoldenLacLLC/status/1755146089076834757)  2024-02-07T08:26Z [---] followers, [---] engagements


"$FTNT The record Capex budget may signal mgmts growing confidence about a NT improvement in the sales environment for hardware firewalls"  
[X Link](https://x.com/GoldenLacLLC/status/1755221713090982023)  2024-02-07T13:27Z [----] followers, [---] engagements


"@InvestMindset07 @BigBullCap any reasons for disliking the $FTNT products"  
[X Link](https://x.com/GoldenLacLLC/status/1755225347539230924)  2024-02-07T13:41Z [----] followers, [--] engagements


"definitely don't agree on the TAM Their TAM is CDN + SASE + infra (storage workers) + AIOps And opposite to $CRWD $NET does have a tech advantage (anycast in CDN as an example) + a wide spread network of PoPs all over the globe on par with hyperscalers or even more @GoldenLacLLC In that case wouldnt $NET be just as overvalued I would argue that $NET is trading too high in the upper echelon of cloud multiples with a smaller TAM than even $CRWD @GoldenLacLLC In that case wouldnt $NET be just as overvalued I would argue that $NET is trading too high in the upper echelon of cloud multiples with a"  
[X Link](https://x.com/GoldenLacLLC/status/1755493889215967289)  2024-02-08T07:28Z [---] followers, [---] engagements


"$CRWD forte today is the platformization story (just like $PANW) history shows that as soon as rates decrease customers will go back to best of breed vs best of suite and you won't argue with me when I say Wiz is a better cloudsec solution than $CRWD at this time"  
[X Link](https://x.com/GoldenLacLLC/status/1755532033118347573)  2024-02-08T10:00Z [---] followers, [---] engagements


"@VetTechTrader Just like $CRWD"  
[X Link](https://x.com/GoldenLacLLC/status/1755749666874864043)  2024-02-09T00:25Z [---] followers, [---] engagements


"$KVYO is a poor man's $CRM #changemymind"  
[X Link](https://x.com/GoldenLacLLC/status/1756694152010502208)  2024-02-11T14:58Z [----] followers, [---] engagements


"@joinyellowbrick @BearCaveEmail @StockJabber @laurenbalik @techfund1 I highly respect @BearCaveEmail and @techfund1 work Can't say the same for Lauren who (according to a friend that knows her) gets paid as a Databricks consultant and comes in here to shit on $SNOW and other companies Highly unethical AND she's been wrong so far"  
[X Link](https://x.com/GoldenLacLLC/status/1757478543469006885)  2024-02-13T18:55Z [----] followers, [---] engagements


"We are about to see $DDOG topline growth really decouple from that of AWS (& Azure at a smaller scale) Reaccel for hyperscalers won't mean an somewhat equivalent reaccel for $DDOG topline"  
[X Link](https://x.com/GoldenLacLLC/status/1757796336647254126)  2024-02-14T15:57Z [---] followers, [---] engagements


"$S & $PANW decisively & increasingly winning share vs last two years. Not the case for $CRWD"  
[X Link](https://x.com/GoldenLacLLC/status/1757801716307619990)  2024-02-14T16:19Z [----] followers, [---] engagements


"@Blackcat_bln Exactly the way he phrased AI contrib to topline was weird you can have an AI company contributing to your topline buying non AI products from you and that's what he suggested during the call Contrib is from AI companies but not from AI products $DDOG sells"  
[X Link](https://x.com/GoldenLacLLC/status/1757813823245840438)  2024-02-14T17:07Z [---] followers, [---] engagements


"is the thesis beginning to unfold 🤯 $ADBE The day everyone understands $ADBE is not an AI beneficiary to the extent consensus thinks it is the stock will drop from its current nosebleed valuation like a rock in water The day everyone understands $ADBE is not an AI beneficiary to the extent consensus thinks it is the stock will drop from its current nosebleed valuation like a rock in water"  
[X Link](https://x.com/GoldenLacLLC/status/1758503954323759313)  2024-02-16T14:49Z [----] followers, [----] engagements


"$S & $CRWD - UBS research"  
[X Link](https://x.com/GoldenLacLLC/status/1759856942099415277)  2024-02-20T08:26Z [----] followers, [---] engagements


"$CRWD $S & $MSFT Defender"  
[X Link](https://x.com/GoldenLacLLC/status/1759865010891690213)  2024-02-20T08:58Z [----] followers, [---] engagements


"@TJemic @StockMarketNerd spot on it's the most expensive name in all of software rn even more than $SNOW which has less competition in its sector and 3x the TAM of $CRWD"  
[X Link](https://x.com/GoldenLacLLC/status/1760213274623128061)  2024-02-21T08:02Z [----] followers, [--] engagements


"Definitely agree execution was/is lacking in Fed segment and I think $ZS might be taking big share in there.just a guess $PANW said they're adopting a 'platformization' playbook and in deals they won't charge for some products until the incumbent vendor's contract expires. They blamed this for the cut in billings and revenue outlook. I'm not sure I understand how the math works. It's either me $PANW said they're adopting a 'platformization' playbook and in deals they won't charge for some products until the incumbent vendor's contract expires. They blamed this for the cut in billings and"  
[X Link](https://x.com/GoldenLacLLC/status/1760284121236955613)  2024-02-21T12:43Z [----] followers, [---] engagements


"yes the reason $PANW missed numbers is b/c they weren't expecting to share the Thunderdome deal (zero trust + SASE Fed deal) with other competitors but they have to now hence the cut to numbers - very positive for $ZS @GoldenLacLLC I think so too. The lost deals in Fed are probably the cause. I believed they were losing firewall-type deals in Fed not NGS though not sure. They mentioned that Fed isn't usually quick to adopt next-gen technologies. Do you have any insight into what they're specifically @GoldenLacLLC I think so too. The lost deals in Fed are probably the cause. I believed they"  
[X Link](https://x.com/GoldenLacLLC/status/1760295614749741473)  2024-02-21T13:29Z [----] followers, [----] engagements


"All the callbacks from sellside I listened to mentioned the Fed deal. It's the main reason they missed numbers Some even said it's not a push out they have to split it with other competitors (thinking $ZS here since it's a sase & zero trust deal) hence the numbers miss Bizarrely the Thunderdome deal push out alone is $375mm/year ie 62-63% of the $600mm Billings cut but is barely being acknowledged by the sell side today. One single deal. Mgmt had to say US Fed is weak bc they cant publicly dump on a specific customer but US Fed isnt Bizarrely the Thunderdome deal push out alone is $375mm/year"  
[X Link](https://x.com/GoldenLacLLC/status/1760306930822619199)  2024-02-21T14:14Z [----] followers, [----] engagements


"@freedbyfinance @Brian_Stoffel_ it won't since $ZS doesn't do firewalls"  
[X Link](https://x.com/GoldenLacLLC/status/1760356593869242578)  2024-02-21T17:31Z [----] followers, [--] engagements


"Technology wise: SentinelOne $S to $CRWD marketing wise: $CRWD $S That's not me saying it it's the former CISO at $CRWD who joined the co three months after Kurtz founded it $CRWD - in my prior post I wrote that "valuation is less attractive as bulk of move has been realized". $PANW print may drive multi-day pressure across the cybersecurity names. That said I'd be a buyer on any material $CRWD pullback. The backdrop is still very favorable and they $CRWD - in my prior post I wrote that "valuation is less attractive as bulk of move has been realized". $PANW print may drive multi-day pressure"  
[X Link](https://x.com/GoldenLacLLC/status/1760601360746074208)  2024-02-22T09:44Z [----] followers, [----] engagements


"$ZS $PANW; $FTNT"  
[X Link](https://x.com/GoldenLacLLC/status/1762060367918780784)  2024-02-26T10:21Z [----] followers, [---] engagements


"@FromValue 🤦♂ $NVDA sells it's hardware once to $MSFT or others $MSFT or others make you pay for it everytime you use it Comprende"  
[X Link](https://x.com/GoldenLacLLC/status/1762188447614124443)  2024-02-26T18:50Z [----] followers, [--] engagements


"@MichaelASerio2 @StockSavvyShay Federal is $PANW's biggest vertical"  
[X Link](https://x.com/GoldenLacLLC/status/1762549342026465421)  2024-02-27T18:44Z [----] followers, [---] engagements


"$ZS clearly said there's no fatigue & FED vertical is doing great Billings usually dip in the seasonally weak FQ3 to sharply rebound in Q4. Did so in the last couple of years $ZS solid numbers. Here is what the Street didn't like: - 3Q billings guide now implies 50% sequential growth in 4Q vs. "-HSD" sequentially in 3Q - Billings growth for 2Q a beat but less than usual - Lots of questions on competition client fatigue platformization Tone was $ZS solid numbers. Here is what the Street didn't like: - 3Q billings guide now implies 50% sequential growth in 4Q vs. "-HSD" sequentially in 3Q -"  
[X Link](https://x.com/GoldenLacLLC/status/1763576630537003368)  2024-03-01T14:46Z [----] followers, [----] engagements


"@acemoney21 execs leaving is part of a co's life. If Dali is as important you think he is there's a problem. $ZS product is to $PANW in every facet especially the proprietary DCs that palo isn't even thinking of according to their IR and that's a LT advantage that nobody is talkig abt"  
[X Link](https://x.com/GoldenLacLLC/status/1763592190847017074)  2024-03-01T15:48Z [----] followers, [---] engagements


"@acemoney21 Wiz & $ZS don't compete head to head and I would reckon $ZS evolves more in the frontier between network sec & cloud sec. Lots of room to displace physical firewalls now that they are a single vendor sase I believe Cato is the best SASE product out there but co is private so"  
[X Link](https://x.com/GoldenLacLLC/status/1763592423362404552)  2024-03-01T15:49Z [----] followers, [---] engagements


"@acemoney21 the cyber subsegment where there are the most barriers to entry is SASE. recall that $ZS $NET have their own DCs $FTNT wants to have their own but since firewall is going thru downturn temporary solution is to go with GCP network. Even small Cato networks has its own"  
[X Link](https://x.com/GoldenLacLLC/status/1763593454649536990)  2024-03-01T15:53Z [----] followers, [---] engagements


"@BigBullCap $DDOG 23% $DDOG needs to seriously derate just like $Snow did"  
[X Link](https://x.com/GoldenLacLLC/status/1765991823871205879)  2024-03-08T06:43Z [----] followers, [---] engagements


"@galacticbarrier @TechFundies Looks at the sbc as % of revenue Dilution not taken into account in your reasoning"  
[X Link](https://x.com/GoldenLacLLC/status/1766433222626287953)  2024-03-09T11:57Z [----] followers, [--] engagements


"Does anyone on here know if an enterprise browser comes with a built in secure web gateway functionality $ZS $PANW $CRWD $FTNT"  
[X Link](https://x.com/GoldenLacLLC/status/1766877269488779377)  2024-03-10T17:22Z [----] followers, [---] engagements


"Guys anyone has a guess on what OCI revs were for last FY for $ORCL"  
[X Link](https://x.com/GoldenLacLLC/status/1767916014119895212)  2024-03-13T14:09Z [----] followers, [---] engagements


"$ADBE CEO: "Q1 saw the highest adoption of Firefly-powered tools in Photoshop since the release of Generative Fill in May [----] with customers adopting these features across desktop web and most recently iPad which added Generative Fill and Generative Expand in December""  
[X Link](https://x.com/GoldenLacLLC/status/1768380639571505545)  2024-03-14T20:56Z [----] followers, [---] engagements


"@BigBullCap Checks are useless for $SNOW they had great bookings but missed big on top line guidance"  
[X Link](https://x.com/GoldenLacLLC/status/1768687409774944515)  2024-03-15T17:15Z [----] followers, [---] engagements


"@DAG_Investments Not sure that's a good approach as we know goog's main cashcow since its founding search is being cannibalized by gemini at best and possibly being attacked by other LLMs $MSFT's biz is holding steady between Azure the office suit E3 &E5 and the big cybersec biz etc"  
[X Link](https://x.com/GoldenLacLLC/status/1768723514431881610)  2024-03-15T19:38Z [----] followers, [--] engagements


"So many inconsistencies in the software market these days. One example look at $ZS valuation & metrics & compare them to $IOT $MDB or $SNOW This week in enterprise software: Top [--] #SaaS #Cloud multiples as of today's market close https://t.co/27MFTCSZGS This week in enterprise software: Top [--] #SaaS #Cloud multiples as of today's market close https://t.co/27MFTCSZGS"  
[X Link](https://x.com/GoldenLacLLC/status/1768774519995429065)  2024-03-15T23:01Z [----] followers, [---] engagements


"1/2 - @modic123 thought about it $MSFT is doing it (with agentic AI see 2/2 tweet) I believe agentic AI is going to spell $NOW's death"  
[X Link](https://x.com/GoldenLacLLC/status/1836072494639231479)  2024-09-17T15:59Z [----] followers, [---] engagements


"2/2 - One of $NOW's first use cases was to implement cross-platforms workflows e.g. employee onboarding which requires actions in the HRIS and in the IT systems to buy a laptop register it and hand it over to the new employee guess what can agentic AI do now (highlighted)"  
[X Link](https://x.com/GoldenLacLLC/status/1836072496598077511)  2024-09-17T15:59Z [----] followers, [---] engagements


"any thoughts guys Especially at 14.5x fwd revenues @BankBraavos @SaaSletter @BLyons151 @TwannsWorld @convequity @LEJCapital @acemoney21 @techfund1 @TechFundies @jiggycapital"  
[X Link](https://x.com/GoldenLacLLC/status/1836081325612159318)  2024-09-17T16:34Z [----] followers, [---] engagements


"@BLyons151 Trump will ignite inflation again rates will rise hence mortgage rates will rise and no one will buy new homes. $PCOR is indexed to GCs volume which will remain tepid because they can't even sell their backlog and hence projected volume will be low hence low revs for $PCOR"  
[X Link](https://x.com/GoldenLacLLC/status/1854306813568602402)  2024-11-06T23:36Z [----] followers, [---] engagements


"@AlphaSenseInc $DDOG customer count growth decelerating deferred revenue (proxy for $ committed to be spent in next 12m) down hard from +20% last Q to +1% I suspect RPO & cRPO are down as well - will wait for 10Q to confirm they discount a lot to get commits so GM down as well QoQ & YoY"  
[X Link](https://x.com/GoldenLacLLC/status/1854497935381172723)  2024-11-07T12:15Z [----] followers, [---] engagements


"$DDOG customer count growth decelerating deferred revenue (proxy for $ committed to be spent in next 12m) down hard from +20% last Q to +1% I suspect RPO & cRPO are down as well - will wait for 10Q to confirm they discount a lot to get commits so GM down as well QoQ & YoY"  
[X Link](https://x.com/GoldenLacLLC/status/1854497959171195333)  2024-11-07T12:15Z [----] followers, [----] engagements


"@StockSavvyShay $DDOG customer count growth decelerating deferred revenue (proxy for $ committed to be spent in next 12m) down hard from +20% last Q to +1% I suspect RPO & cRPO are down as well - will wait for 10Q to confirm they discount a lot to get commits so GM down as well QoQ & YoY"  
[X Link](https://x.com/GoldenLacLLC/status/1854498284930314475)  2024-11-07T12:17Z [----] followers, [---] engagements


"@theresa_perrin $DDOG customer count growth decelerating deferred revenue (proxy for $ committed to be spent in next 12m) down hard from +20% last Q to +1% I suspect RPO & cRPO are down as well - will wait for 10Q to confirm they discount a lot to get commits so GM down as well QoQ & YoY"  
[X Link](https://x.com/GoldenLacLLC/status/1854507681672757488)  2024-11-07T12:54Z [----] followers, [---] engagements


"@theresa_perrin RPO down from 42% last quarter to +25.5% this quarter. big drop Everytime Azure & AWS sneeze $DDOG catches a cold and I suspect next quarter will be worse than this one in terms of forward looking metrics like RPO & deferred revs"  
[X Link](https://x.com/GoldenLacLLC/status/1854588105438974297)  2024-11-07T18:13Z [----] followers, [--] engagements


"1/2 - $PANW You be the judge (image inside) 👇👇👇"  
[X Link](https://x.com/GoldenLacLLC/status/1859672994479755679)  2024-11-21T18:59Z [----] followers, [---] engagements


"@TechFundies add $MDB to that lot"  
[X Link](https://x.com/GoldenLacLLC/status/1864370294321725554)  2024-12-04T18:04Z [----] followers, [---] engagements


"@BankBraavos Agreed but why did RPO fall from 40% to 25% sequentialy Not only have they not poached customers from $CRWD they couldn't even sell to new customers (ex CRWD) cross/up sell exisiting ones They say duration went down but when you sell to enterpise duration goes up it's fishy"  
[X Link](https://x.com/GoldenLacLLC/status/1864647382127788184)  2024-12-05T12:25Z [----] followers, [---] engagements


"@LukeWolgram $PLTR lol"  
[X Link](https://x.com/GoldenLacLLC/status/1865086096192733386)  2024-12-06T17:29Z [----] followers, [--] engagements


"@ConsensusGurus oversupply of what exactly housing units on sale or more like the product of $TOL and the likes @ConsensusGurus"  
[X Link](https://x.com/GoldenLacLLC/status/1866890589054308847)  2024-12-11T16:59Z [----] followers, [--] engagements


"@ConsensusGurus Don't you think that as 30yr mortgage rate drops throughout the year (if it drops still at c.7% feels like 5% given inflation at c.2%) more units will be sold and so what you gain on one side goes out from the other"  
[X Link](https://x.com/GoldenLacLLC/status/1866892091948745088)  2024-12-11T17:05Z [----] followers, [--] engagements


"@convequity why would you need ETL (within $SNOW) if you adopt iceberg tables"  
[X Link](https://x.com/GoldenLacLLC/status/1873153444481257825)  2024-12-28T23:45Z [----] followers, [---] engagements


"@ArunCherian12 @hhhypergrowth Fsly and akamai but just on the CDN side and marginally on the apps services side through linode for akamai"  
[X Link](https://x.com/GoldenLacLLC/status/1887914471374324157)  2025-02-07T17:21Z [----] followers, [--] engagements


"Does anyone have access to Guggenheim's research Very interested to read what John DiFucci's arguments are regarding his sell rating on $NET"  
[X Link](https://x.com/GoldenLacLLC/status/1888907544325710303)  2025-02-10T11:07Z [----] followers, [---] engagements


"@ecommerceshares $NET is up there with all of them at 27x forward revs analyst: hey CEO why is $NET this expensive CEO: because we are ramping our sales team must be a wall street joke I didn't get"  
[X Link](https://x.com/GoldenLacLLC/status/1889384206163116108)  2025-02-11T18:41Z [----] followers, [---] engagements


"@TSOH_Investing bullish for $MANH right"  
[X Link](https://x.com/GoldenLacLLC/status/1892914719616311592)  2025-02-21T12:30Z [----] followers, [--] engagements


"fun fact: MongoDB has not guided above Street growth expectations on an initial guide since FY20 $MDB"  
[X Link](https://x.com/GoldenLacLLC/status/1897697631146541331)  2025-03-06T17:15Z [----] followers, [---] engagements


"@jobergum Good article to grasp the generalities but isn't up to date. although the article claims (re)ranking strategies are a must Elasticsearch doesn't have one and is a great hybrid search engine nonetheless Mongodb has BM25 and just bought voyage ai which a great acquisition imi"  
[X Link](https://x.com/GoldenLacLLC/status/1906486732394017101)  2025-03-30T23:20Z [----] followers, [--] engagements


"$MDB - best value play in software today At these levels the cloud business (Atlas) alone pays for the whole company and then some $MDB EV is $9.1B Atlas alone generated $1.5B growing at 24% last year. what multiple to slap one that let's be cheap and slap 6x -- EV of $9B"  
[X Link](https://x.com/GoldenLacLLC/status/1909963134854398299)  2025-04-09T13:34Z [----] followers, [---] engagements


"@HayekAndKeynes $MDB - best value play in software today the cloud business (Atlas) alone pays for the whole company and then some $MDB EV is $9.1B Atlas alone generated $1.5B growing at 24% last year. what multiple to slap one that let's be cheap and slap 6x -- EV of $9B"  
[X Link](https://x.com/GoldenLacLLC/status/1909982341616873919)  2025-04-09T14:50Z [----] followers, [---] engagements


"@GaylordCapital the cloud business (Atlas) alone pays for the whole company & then some. $MDB EV is $9.1B Atlas revs $1.5B growing at 24% last year & guided for 21% let's be conservative & slap 6x - EV of $9B CRWD guided for 21% & valued 18x revs fucking ibm is at 3.7x; $MDB at 4.5x"  
[X Link](https://x.com/GoldenLacLLC/status/1910651309847371942)  2025-04-11T11:09Z [----] followers, [--] engagements


"@convequity @theallinpod any takes on $MDB at these levels"  
[X Link](https://x.com/GoldenLacLLC/status/1911179216965492833)  2025-04-12T22:06Z [----] followers, [--] engagements


"@stonkmetal thoughts on Nemetschek at these levels"  
[X Link](https://x.com/GoldenLacLLC/status/1918649726066462881)  2025-05-03T12:51Z [----] followers, [--] engagements


"@TechFundies How is ACV uplift only 10%-30% when $CRM insists that to get 100% use of AF you need Data Cloud ACV uplift seems low assuming data cloud is in there"  
[X Link](https://x.com/GoldenLacLLC/status/1929615652286783863)  2025-06-02T19:06Z [----] followers, [---] engagements


"Meeting with head of IR of databricks next week. Post your questions as an answer to this tweet and I'll come back with a summary of what was said + the answers to the questions asked For those that prefer to do via email send your Qs here: goldenlakepartners@gmail.com"  
[X Link](https://x.com/GoldenLacLLC/status/1929945271569371445)  2025-06-03T16:56Z [----] followers, [---] engagements


"@modestproposal1 What book is this from"  
[X Link](https://x.com/GoldenLacLLC/status/1932546207639019976)  2025-06-10T21:11Z [----] followers, [---] engagements


"@modestproposal1 For those wondering the same Brad Stone The Everything Store: Jeff Bezos and the Age of Amazon"  
[X Link](https://x.com/GoldenLacLLC/status/1932546679619699089)  2025-06-10T21:13Z [----] followers, [--] engagements


"@ReturnsJourney Why do you have a high opinion of $CRM Core offering is challenged with $HUBS taking share from the bottom & now $NOW competing in enterprise competing vs $SNOW & databricks on data Bad capital allocation in acquiring $INFA vs partnering with modern data governance players"  
[X Link](https://x.com/GoldenLacLLC/status/1935262796184158514)  2025-06-18T09:06Z [----] followers, [---] engagements


"Hate to say i told ya. $MDB $MDB - best value play in software today At these levels the cloud business (Atlas) alone pays for the whole company and then some $MDB EV is $9.1B Atlas alone generated $1.5B growing at 24% last year. what multiple to slap one that let's be cheap and slap 6x -- EV of $9B $MDB - best value play in software today At these levels the cloud business (Atlas) alone pays for the whole company and then some $MDB EV is $9.1B Atlas alone generated $1.5B growing at 24% last year. what multiple to slap one that let's be cheap and slap 6x -- EV of $9B"  
[X Link](https://x.com/GoldenLacLLC/status/1960793852534501406)  2025-08-27T19:57Z [----] followers, [---] engagements


"Because when rates go up and loan volumes fall these non bank lending companies tend to go look for subpar quality clients to make up for the lost volumes and end up with delinquent loans on their books"  
[X Link](https://x.com/GoldenLacLLC/status/1518015813307019264)  2022-04-23T23:55Z [----] followers, [--] engagements


"@YoungMoneyCap Took some time to think about what you recently wrote about you being short $AFRM makes a lot of sense i think. You might wanna look at $BLND Blend Labs as well"  
[X Link](https://x.com/GoldenLacLLC/status/1518016238374555648)  2022-04-23T23:57Z [----] followers, [--] engagements


"The stock is way overvalued and due for a breather Everyone is talking about AI this and that but cyber firms have been doing ai for a hot minute given the size of data they need to analyz finally $S SentinelOne does exactly the same as $CRWD and is half the price on EV/sales $CRWD is a likely winner-takes-all candidate in the XDR cybersecurity space. The company's moat is very strong and continues to get stronger via the following dynamics: [--]. The lightest agent in the market: their software installs and runs easy drawing in more customers than https://t.co/7mq4j9RXh1 $CRWD is a likely"  
[X Link](https://x.com/GoldenLacLLC/status/1759517614559068659)  2024-02-19T09:57Z [----] followers, [----] engagements


"$PANW The footnote on this slide tells you everything you need to know about $PANW plateformization strategy. It's fugayze semantics driving it forward"  
[X Link](https://x.com/GoldenLacLLC/status/1890370812667990315)  2025-02-14T12:01Z [----] followers, [----] engagements


"$PANW why no buybacks during the Q does mgt feel that the stock price is excessive at these levels"  
[X Link](https://x.com/GoldenLacLLC/status/1890392600651219243)  2025-02-14T13:28Z [----] followers, [---] engagements


"Wow I've never seen a company capitalize expenses stemming from setting up its hyperscaler environment until now $DOCU"  
[X Link](https://x.com/GoldenLacLLC/status/1983850797172433179)  2025-10-30T10:57Z [----] followers, [---] engagements


"@QualityInvest5 @DividendDynasty why is ROIC useless @QualityInvest5"  
[X Link](https://x.com/GoldenLacLLC/status/1989344807853154605)  2025-11-14T14:48Z [----] followers, [--] engagements


"@AretardInvestor @M1nvest What happens to LEAP calls if there's a buyout"  
[X Link](https://x.com/GoldenLacLLC/status/1991580221632626688)  2025-11-20T18:51Z [----] followers, [--] engagements


"This is precisely what is happening at $PANW today. CEO has very little shares in the company and gets paid lots as salary mostly. The bigger the company the more he gets paid which leads to crazy premiums for acquisitions"  
[X Link](https://x.com/GoldenLacLLC/status/1991637090145034494)  2025-11-20T22:37Z [----] followers, [----] engagements


"@Arturraposo1R CLM is very expensive and only the biggest customers need it Ironclad targets the legal department Icertis has partnerships with the biggest providers like MSFT & SAP What does $DOCU have Nothing and esign suffers from price deflation like crazy"  
[X Link](https://x.com/GoldenLacLLC/status/1993803806791094404)  2025-11-26T22:07Z [----] followers, [--] engagements


"It's easy to increase revs sequentially when you increase prices +30% on average for the last [--] years Decreasing customer number compensated by higher price There's a reason $ADBE changed their financial disclosure around Creative Cloud. On $ADBE could be "different this time".but someone shared this chart + note: 'since mid [----] revenue has increased sequentially in [--] out of [--] quarters. Since release of ChatGPT Adobe has seen [--] pressure on margins + revenue continues to hit ATH each quarter' https://t.co/pzVNuuNBPX On $ADBE could be "different this time".but someone shared this chart +"  
[X Link](https://x.com/GoldenLacLLC/status/1998297861671567832)  2025-12-09T07:45Z [----] followers, [---] engagements


"@OnlyCFO Salesforce is an overkill for a [--] person startup the question is if you are gonna vibe code it do you just not care about security Integrations"  
[X Link](https://x.com/GoldenLacLLC/status/1999590410138648929)  2025-12-12T21:21Z [----] followers, [---] engagements


"@VoltPortfolio on $NOW it's a mistake to look at PE ratio today & say it's high Co is focused on gaining as much market share as possible with no regard for margins. The day they focus on margins that PE will shrink and stock will skyrocket but by then i'll be too late to catch it"  
[X Link](https://x.com/GoldenLacLLC/status/2012573046805033190)  2026-01-17T17:09Z [----] followers, [--] engagements


"@VoltPortfolio When you invest you need to look into what happens to a company [--] years from now. $NOW isn't going anywhere. The [-----] biggest companies in the world depend on it for their day to day business"  
[X Link](https://x.com/GoldenLacLLC/status/2012573625556107319)  2026-01-17T17:11Z [----] followers, [--] engagements


"1/ This AI will lower developer headcount thesis is just wrong Let's look at history computers are estimated to account for roughly 3050% of U.S. labor-productivity growth since the mid-1990s. Did companies fire 30% of their staff No they just pushed them to do more"  
[X Link](https://x.com/anyuser/status/2012583606510555616)  2026-01-17T17:51Z [----] followers, [---] engagements


"more evidence in favor of $TEAM Atlassian $team down 48% ytd. Vs The AI they put into Confluence saved hours for me literally. And became the AI I probably use the most during work hours. A life saver in mid-size companies. Not sure what to do with these facts. Their moat is deep the product delivers yet Atlassian $team down 48% ytd. Vs The AI they put into Confluence saved hours for me literally. And became the AI I probably use the most during work hours. A life saver in mid-size companies. Not sure what to do with these facts. Their moat is deep the product delivers yet"  
[X Link](https://x.com/anyuser/status/2012587928933761024)  2026-01-17T18:08Z [----] followers, [---] engagements


"@chevenix Hi David can I ask you some questions about $TEAM Do you think that if more developpers within companies like you use Claude Code or Github Copilot to generate code they will bypass using Jira and Confluence completely"  
[X Link](https://x.com/GoldenLacLLC/status/2012588333696770170)  2026-01-17T18:10Z [----] followers, [---] engagements


"$TEAM in that bucket why if you want to change say Jira with Claude/ vibe coded apps you need Jira MCP for Claude to understand how company workflows works (aka context). Well to access that you need to switch to cloud and then pay per mcp query to access Teamwork graph Software price action suggests capitulation stage. Confirmation biases makes it easy to dismiss a lot of these companies as zeros (I count myself in that) but I know reality is never that black-and-white. Negative outcomes priced in for many probably a good time to identify Software price action suggests capitulation stage."  
[X Link](https://x.com/anyuser/status/2012988081339589060)  2026-01-18T20:38Z [----] followers, 12.6K engagements


"That switch is what underpins +20% topline growth in [----] which many (including myself before) thought impossible Teamwork graph is $TEAM's moat in an AI world. Many of those forecasting Jira's death have never corrected [--] issue inside Jira and don't understand how MCP works"  
[X Link](https://x.com/anyuser/status/2012988084527194513)  2026-01-18T20:38Z [----] followers, [----] engagements


"@InvestmentTalkk $EBON wrote about the short way back in January [----] and watched the stock fall from [--] dollars to [--] cents today lol Still believe the company is a scam and even [--] cents is expensive ( Covered my short [--] months ago)"  
[X Link](https://x.com/GoldenLacLLC/status/1577375710607458327)  2022-10-04T19:10Z [----] followers, [--] engagements


"@InvestmentTalkk Just checked April [----] not January. my bad. Article is free for access right here: https://goldenlake.substack.com/p/short-report-ebang-international https://goldenlake.substack.com/p/short-report-ebang-international"  
[X Link](https://x.com/GoldenLacLLC/status/1577376503452549123)  2022-10-04T19:13Z [----] followers, [--] engagements


"@Arturraposo1R Lol $DOCU is bleeding market share to Icertis & Ironclad in CLM Esignature is a commodity and both $BOX $DBOX and $ADBE are giving it away for free It's low risk tech because it's a commodity IAM is just CLM repackaged with some AI that both Icertis and Ironclad have"  
[X Link](https://x.com/GoldenLacLLC/status/1993640262061396177)  2025-11-26T11:17Z [----] followers, [---] engagements


"Must read for everyone investing in software. No one is vibe coding any mission critical apps goes to show how clueless software investors are $TEAM $NOW $INTU Is anyone aware of software being built internally at a non-software or IT company specifically meant to replace existing purchased software Is anyone aware of software being built internally at a non-software or IT company specifically meant to replace existing purchased software"  
[X Link](https://x.com/GoldenLacLLC/status/2012475039866634746)  2026-01-17T10:40Z [----] followers, [---] engagements


"2/ Same will happen here seat count will not decrease. I don't think it will increase hence why SaaS companies need to come up with products where revenue is tied to consumption"  
[X Link](https://x.com/GoldenLacLLC/status/2012583608020500646)  2026-01-17T17:51Z [----] followers, [--] engagements


"3/ AI really decrease headcount for a specific job only if you can completely bypass human to let a computer (thru AI) do the work. Teleperformance is a great example of that"  
[X Link](https://x.com/anyuser/status/2012583609538879814)  2026-01-17T17:51Z [----] followers, [---] engagements


"@lfg_cap Most of the agents will code in SQL when asked to code an app because the corpus of the internet is filled with SQL rather than noSQL because it is a recent technology comparatively With AI more apps means more SQL in the world and not more noSQL which doesn't benefit $MDB"  
[X Link](https://x.com/GoldenLacLLC/status/2013970214971482398)  2026-01-21T13:41Z [----] followers, [----] engagements


"$NVDA investing in Coreweave again is a worrying sign When (and not if) Coreweave implodes the reverberation will not only be felt by AI bulls but by all of us and possibly the world economy"  
[X Link](https://x.com/anyuser/status/2015773153012683179)  2026-01-26T13:05Z [----] followers, [----] engagements


"@FoxCastlehold Dassault systemes"  
[X Link](https://x.com/GoldenLacLLC/status/2015903319869264275)  2026-01-26T21:42Z [----] followers, [---] engagements


"Read this and you'll understand. They've been borrowing money from hedge funds at more than 10% and the covenants to respect are crazy https://www.theverge.com/ai-artificial-intelligence/822011/coreweave-debt-data-center-ai https://www.theverge.com/ai-artificial-intelligence/822011/coreweave-debt-data-center-ai"  
[X Link](https://x.com/anyuser/status/2016413986221113507)  2026-01-28T07:32Z [----] followers, [---] engagements


"@swedenfork Read this and you'll understand. They've been borrowing money from hedge funds at more than 10% interest rate and the covenants to respect are crazy. https://www.theverge.com/ai-artificial-intelligence/822011/coreweave-debt-data-center-ai https://www.theverge.com/ai-artificial-intelligence/822011/coreweave-debt-data-center-ai"  
[X Link](https://x.com/GoldenLacLLC/status/2016414244799992244)  2026-01-28T07:33Z [----] followers, [--] engagements


"@JulienTechInvst @Quality_stocksA If you believe AI will eat SaaS companies that $350 buy zone should be revised way lower. The bulk of margin within Azure comes from SaaS & PaaS not IaaS. If you kill MS Dynamics & other SaaS inside $MSFT then their margins fall way lower"  
[X Link](https://x.com/GoldenLacLLC/status/2017708006444548143)  2026-01-31T21:14Z [----] followers, [--] engagements


"If you believe AI will eat SaaS companies then $MSFT is in trouble The bulk of margin within Azure comes from SaaS & PaaS not IaaS. If you kill MS Dynamics & other SaaS inside $MSFT then margins fall way lower and so should their valuation especially as their LLMs suck"  
[X Link](https://x.com/GoldenLacLLC/status/2017708323261300758)  2026-01-31T21:15Z [----] followers, [---] engagements

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