# ![@dmytro_petryna Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1477709379608666113.png) @dmytro_petryna Dmytro Petryna 🇺🇦

Dmytro Petryna 🇺🇦 posts on X about growth, $tyres, ai, $gtm the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1477709379608666113/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477709379608666113/c:line/m:interactions.svg)

- [--] Week [-------] -83%
- [--] Month [----------] +233%
- [--] Months [----------] +123,278%
- [--] Year [----------] +13,304%

### Mentions: [--] [#](/creator/twitter::1477709379608666113/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477709379608666113/c:line/m:posts_active.svg)

- [--] Week [--] +70%
- [--] Month [--] +257%
- [--] Months [--] +16%
- [--] Year [---] -50%

### Followers: [---] [#](/creator/twitter::1477709379608666113/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477709379608666113/c:line/m:followers.svg)

- [--] Week [---] -0.19%
- [--] Month [---] -0.93%
- [--] Months [---] +2.50%
- [--] Year [---] +15%

### CreatorRank: [---------] [#](/creator/twitter::1477709379608666113/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1477709379608666113/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  42% [technology brands](/list/technology-brands)  22% [stocks](/list/stocks)  21% [countries](/list/countries)  16% [currencies](/list/currencies)  9% [cryptocurrencies](/list/cryptocurrencies)  9% [social networks](/list/social-networks)  1% [celebrities](/list/celebrities)  1%

**Social topic influence**
[growth](/topic/growth) 10%, [$tyres](/topic/$tyres) 9%, [ai](/topic/ai) 8%, [$gtm](/topic/$gtm) #10, [investment](/topic/investment) 6%, [cash flow](/topic/cash-flow) 6%, [fed](/topic/fed) 5%, [money](/topic/money) 5%, [open ai](/topic/open-ai) 4%, [countries](/topic/countries) 4%

**Top accounts mentioned or mentioned by**
[@blacklioncta](/creator/undefined) [@bickerinbrattle](/creator/undefined) [@anonymouskeepit](/creator/undefined) [@ecommerceshares](/creator/undefined) [@epbresearch](/creator/undefined) [@tradermtg](/creator/undefined) [@shenlon61785835](/creator/undefined) [@bucketshopcap](/creator/undefined) [@burkov](/creator/undefined) [@shivipmp](/creator/undefined) [@albentley](/creator/undefined) [@paulhutton](/creator/undefined) [@blueprintsmb22](/creator/undefined) [@officiallogank](/creator/undefined) [@19kaushiks](/creator/undefined) [@robertriachi](/creator/undefined) [@mdehghani](/creator/undefined) [@nbrichtova](/creator/undefined) [@beercamus](/creator/undefined) [@gordocap18](/creator/undefined)

**Top assets mentioned**
[ZoomInfo Technologies Inc Common Stock (GTM)](/topic/$gtm) [Microsoft Corp. (MSFT)](/topic/microsoft) [ZoomInfo Technologies Inc. (ZI)](/topic/$zi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [AppLovin Corporation (APP)](/topic/applovin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [DoubleVerify Holdings, Inc. (DV)](/topic/$dv) [Coursera, Inc. (COUR)](/topic/$cour) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Dell Technologies, Inc. (DELL)](/topic/dell)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@anonymouskeepit If they were simply conservative the guidance would be the same 3% growth as last year despite NRR improvement. Guiding for a deceleration for the next [--] quarters despite improving leading metrics is more than conservative"  
[X Link](https://x.com/dmytro_petryna/status/2020978625697415663)  2026-02-09T21:50Z [---] followers, [--] engagements


"The real explanation seem to be this: Unearned Revenue and Billings Growth Both Flat Unearned revenue ended Q4 at $478M essentially unchanged from $478M a year ago. Calculated billings were flat for the full year and current calculated bookings grew only mid-single digits. Graham cautioned against extrapolating from these metrics due to noise from billing terms and reserve changes but when adjusted he conceded both metrics 'more closely mirror each other in the positive low-single-digit range.' This confirms that underlying new business momentum remains modest and consistent with the 1%"  
[X Link](https://x.com/dmytro_petryna/status/2021120601885134989)  2026-02-10T07:14Z [---] followers, [--] engagements


"$MSFT In June (25Q4 fiscal) Microsoft reduced benefits for startups using Azure and OpenAI models. Azure's growth rate immediately plateaued. What happens if the benefits are removed altogether https://finsee.ai/earnings/msft/2026/q2/en/ https://finsee.ai/earnings/msft/2026/q2/en/"  
[X Link](https://x.com/anyuser/status/2016783534778691651)  2026-01-29T08:00Z [---] followers, [---] engagements


"Just a reminder how in a matter of few months boom in all countries' stocks and many commodities turned into bust. And then vicious cycle: lower asset prices - lower consumption - recession - lower asset prices. And no market reaction to the Fed for many months. My October [--] [----] letter to my investors pages 2-4. I have pounded a table or two in my day and this was one of those times. https://t.co/tgorfOBc2c My October [--] [----] letter to my investors pages 2-4. I have pounded a table or two in my day and this was one of those times. https://t.co/tgorfOBc2c"  
[X Link](https://x.com/anyuser/status/2019385274674102739)  2026-02-05T12:19Z [---] followers, [--] engagements


"$COUR The most recent trends in online education: [--]. Companies are more cautious to finance online degrees of employees. [--]. Employees see extra eductaion as the best chance to increase salary - huge demand for micro credentials. [--]. A growing proportion of new learners comes from international markets. Coursera offers discounts in many countries plus AI translations/dubbing across [--] languages. People all over the world take education in their own hands. $COUR Q4 [----] earnings: Consumer Engine Firing But Growth Guidance Disappoints *** Updated after the call: Coursera closed [----] with a strong"  
[X Link](https://x.com/anyuser/status/2019724851745845722)  2026-02-06T10:48Z [---] followers, [---] engagements


"Look at influencers: there are billions of social media accounts. Travel food beaty kids blogging - competition is more insane than what AI could do with software. Yet there are enough people (or rather small biz teams) reaping huge rewards. The same will be with consumer-facing AI: costs are low revenue potential - incredible. And you can sell the company. AI to commoditize work and focus capital to infrastructure AI might end up doing something few expected: commoditizing asset-light businesses the very segment that has crushed capital-intensive industries over the past decade. Software and"  
[X Link](https://x.com/dmytro_petryna/status/2020788998365434219)  2026-02-09T09:16Z [---] followers, [---] engagements


"$GTM I simply don't understand the math. 2025FY Revenue was +3%. Net revenue retention rate went up from 87% to 90% YoY. How can the sales guidance for [----] be almost flat The share price fell so much that I expect an interesting discussion during the call. $GTM Q4 [----] earnings: The 'Cannibal' Transformation: Massive Buybacks Amidst Stagnant Growth ZoomInfo (now GTM) has fully transitioned from a high-growth SaaS flyer to a cash-generative value play. While Q4 revenue grew a modest 3% YoY to $319M the real story is capital $GTM Q4 [----] earnings: The 'Cannibal' Transformation: Massive"  
[X Link](https://x.com/dmytro_petryna/status/2020973521539825872)  2026-02-09T21:30Z [---] followers, [---] engagements


"$GTM The 0.6% sales growth guidance says it all. Looks like the macro picture changed. [--] months ago the CEO sounded much more confident IMO. Now he said shares are mispriced but they don't look too mispriced considering: [--]. CFO admitted "quarterly beats could be smaller. We're a more stable business." [--]. Guidance assumes "upmarket growth stays where it is" (both Q4 and Q3 grew 6% so maybe there's a plateau). [--]. Debt load is higher and interest payments will grow significantly this year. [--]. Now there is a boom in AI B2B startups. If this boom doesn't help what will At [--] EV/Ebit the market"  
[X Link](https://x.com/dmytro_petryna/status/2021206387921965539)  2026-02-10T12:55Z [---] followers, [---] engagements


"@ecommerceshares @EPBResearch @trader_mtg https://theweek.com/articles/478705/why-apple-builds-iphones-everything-else-china https://theweek.com/articles/478705/why-apple-builds-iphones-everything-else-china"  
[X Link](https://x.com/dmytro_petryna/status/1886324186785730663)  2025-02-03T08:01Z [---] followers, [--] engagements


"CEO will outline the detailed plan for the future in March. There will be a special call"  
[X Link](https://x.com/dmytro_petryna/status/1886748555366281595)  2025-02-04T12:08Z [---] followers, [---] engagements


"Deliveries in Romania will start "in a few months". Higher operating expences in passenger cars - change in organisation structure in CEE. 200M EUR capex for [----]. Winter tyres sales were great (market was supportive). In Q4 all-season and summer tyre sales were growing faster and decreased ASP"  
[X Link](https://x.com/dmytro_petryna/status/1886755670331969763)  2025-02-04T12:36Z [---] followers, [---] engagements


"@ShenLon61785835 Will check the Q4 transcript when it arrives"  
[X Link](https://x.com/dmytro_petryna/status/1886787312979194064)  2025-02-04T14:42Z [---] followers, [--] engagements


"$ZI ZoomInfo Q4 [----] earnings in one line: the math magic is working. I also hope that when agentic AI arrives ZI will be a big beneficiary (my thought was not discussed in the call). These products will have a high gross margin and target B2B sales - a perfect product-market fit for ZoomInfo. Back to earnings: ZI is an expensive solution for attracting new B2B customers. As a result it works really well for big companies able to pay the price. And not so good for smaller ones which go to cheaper (like 20-100x cheaper) competitors with lower-quality leads. In Q4 ZI sales to mid and enterprise"  
[X Link](https://x.com/dmytro_petryna/status/1894746938127335743)  2025-02-26T13:50Z [---] followers, [---] engagements


"I have always considered the $APP story too good to be true (so that you know I'm biased against the company). What I'm concerned here is not Applovin but Unity. I hoped $U concentrates on Industries instead of game ads. But since they didn't If Applovin goes downhill there are [--] possible consequences for Unity: [--]. The share price could drop as people realise there won't be any easy money in game ads long-term. [--]. But at the same time there will be more money for Unity short-term as they are the main competitor and they will start rolling out a new platform in March. Could be perfect timing."  
[X Link](https://x.com/dmytro_petryna/status/1895085739727020122)  2025-02-27T12:17Z [---] followers, [----] engagements


"What I'm worried about: $ANF provided an upwardly revised guidance on Jan [--] after the holiday season. And the market didn't like that guidance so much that the stock went down 20% on that day and further 25% during the next [---] months. The expectations were clearly for much better numbers. If Holister stores remain so hot then Abercrombie stores could be in trouble for growth to slow in Q4"  
[X Link](https://x.com/dmytro_petryna/status/1896522755446612043)  2025-03-03T11:27Z [---] followers, [---] engagements


"I fed their earnings call to Grok and asked about Hollister. The management was very positive last quarter about the brand. What surprise is left there Grok: CEO Fran Horowitz highlighted the success of the Hollister team in the competitive teen market particularly during the back-to-school season while COO Scott Lipesky emphasized the brands balanced growth and operational efficiency. The company raised its full-year sales outlook to 14%-15% growth and anticipates an operating margin of around 15% buoyed by a strong start to the holiday season. Hollister-Specific Highlights and Quotes Sales"  
[X Link](https://x.com/dmytro_petryna/status/1896523451029983535)  2025-03-03T11:30Z [---] followers, [--] engagements


"$U I wonder how they do these checks but it seems likely that at least half of today's fall happened because of this note. $U Wells Fargo out with some of the first checks on Vector and not that excited about it. Wells Fargo notes industry checks on Unity's new "Vector" user acquisition platform have left them "less optimistic" about near-term benefits. The firm understands Vector will release $U Wells Fargo out with some of the first checks on Vector and not that excited about it. Wells Fargo notes industry checks on Unity's new "Vector" user acquisition platform have left them "less"  
[X Link](https://x.com/dmytro_petryna/status/1899117593258000599)  2025-03-10T15:18Z [---] followers, [---] engagements


"@bucketshopcap Unity has a potential to bounce a lot. And I'm long so hope it's not a shitco"  
[X Link](https://x.com/dmytro_petryna/status/1899228067991544299)  2025-03-10T22:37Z [---] followers, [---] engagements


"Interesting view I'm worried about psychological aspects of decisions in the economy. Yesterday UI Path (B2B Software Automation sales) said in the earnings call that during the last [--] weeks many CFOs were putting additional controls to their budgets. And even "rereviewing" previously approved but not yet started projects. If companies will pause new spending how much will it affect your forecast"  
[X Link](https://x.com/dmytro_petryna/status/1900102491120783718)  2025-03-13T08:31Z [---] followers, [---] engagements


"Thanks for such comprehensive research I have a few questions: [--]. What was the threshold for revenue growth [--]. You excluded FCF from the analysis. Was it because of a lack of correlation Or maybe it just copies EPS or Revenue growth IMHO for the companies with no share price reaction a year before high growth the main culprit could be the Russell index. It took off only at the very end of [----]. Any company with good projections made earlier could have been ignored and forgotten until the headlines confirmed the numbers"  
[X Link](https://x.com/dmytro_petryna/status/1902357616430301568)  2025-03-19T13:52Z [---] followers, [---] engagements


"@burkov @Shivipmp Actually there's no sense in signing such a deal for Ukraine. As soon as [----] military aid package is finished USA isn't going to send another one. Trump and his associates said that many times. Intelligence data is valuable of course. But is it so valuable"  
[X Link](https://x.com/dmytro_petryna/status/1905947011846730135)  2025-03-29T11:35Z [---] followers, [--] engagements


"Possible reason for Ad companies' weakness today including $U Temu Google Shopping spend gone to zero. App rank plummeting. Here it is in one picture. Temu truly can't last a day without ads. (note: paid social and other channels are likely turned off as well but I'm not in a position to confirm that) https://t.co/XPBG2BfSwA Temu Google Shopping spend gone to zero. App rank plummeting. Here it is in one picture. Temu truly can't last a day without ads. (note: paid social and other channels are likely turned off as well but I'm not in a position to confirm that) https://t.co/XPBG2BfSwA"  
[X Link](https://x.com/dmytro_petryna/status/1911881528248045734)  2025-04-14T20:37Z [---] followers, [----] engagements


"@Al__Bentley Why is this class action bad for Unity Temu: if such a big advertiser goes out of the market prices will fall. Yesterday a number of other Ad companies I'm watching fell: Meta DV IAS"  
[X Link](https://x.com/dmytro_petryna/status/1912031237822111899)  2025-04-15T06:32Z [---] followers, [--] engagements


"I'm sure today we'll see a poker face from $GOOG But if [--] years ago everything looked like [----] then next year it will be 2000: AI queries continue to rise search to fall and crazy AI CapEx will become crazy AI depreciation on the Income statement. If we assume AI is like Internet in [----] it becomes funny what people were buying: Yahoo +500% Dell +200% AOL +146% Real winners then: Apple almost bankrupt Microsoft dragged in anti-trust Google not yet incorporated Amazon's IPO Zuck still in school https://t.co/4DHDnFVl4G If we assume AI is like Internet in [----] it becomes funny what people were"  
[X Link](https://x.com/dmytro_petryna/status/1915386535437795520)  2025-04-24T12:45Z [---] followers, [---] engagements


"$U Once again the main question is about Unity Vector and will be addressed during the call. The first look at the results is not very optimistic for me. Total Q1 revenue was $435M. If we subtract $8M* of non strategic portfolio revenue we get $427M or flat yoy sales for Strategic portfolio. Revenue in Q4 was +4.5% yoy. I thought that's the beginning of a longer trend. Mid-point guidance for Q2 is for -3.3%* revenue. I can understand that Q2 guidance was impacted by tariffs and ads uncertainty but Q1 ads results were very strong for Google and Meta. What happened at Unity Free cash flow -"  
[X Link](https://x.com/dmytro_petryna/status/1920090768615567626)  2025-05-07T12:18Z [---] followers, [---] engagements


"$U Unity earnings call: [--]. Q1 revenue included $17M from non-strategic portfolio so the strategic sales were down 1.9% yoy. [--]. CEO Matt Bromberg says that Unity is insulated from tariffs and macro because the vast majority of advertisers are free mobile phone games. People will certainly continue to play these games but IMO these game makers will be impacted a bit themselves by lower ad spending from their advertisers. [--]. Analysts asked Bromberg probably [--] times about metrics and the timeline for Vector. But it was launched only weeks ago and so far the only thing he could say is that the"  
[X Link](https://x.com/dmytro_petryna/status/1920110634328338685)  2025-05-07T13:37Z [---] followers, [---] engagements


"Michael Burry's fresh 13F is a legend. Almost all in puts on March 31: Nvidia and China. If he didn't sell in the next [--] days his account probably made x5 or more. I had less than 1% in puts before Liberation Day and closed them just for x10 (they went x75 later). They didn't even save my portfolio from downturn. But Burry likely made a second fortune"  
[X Link](https://x.com/dmytro_petryna/status/1923122293544276375)  2025-05-15T21:04Z [---] followers, [----] engagements


"@BlacklionCTA Iran has good capabilities in manufacturing long range drones and mid range ballistic missiles. Also came very close to nuclear. If the country disintegrates many additional bad actors will get these capabilities. Disintegration is a base case for a regime change"  
[X Link](https://x.com/dmytro_petryna/status/1936875924428869865)  2025-06-22T19:56Z [---] followers, [--] engagements


"He should try childlike experiences. Last November I had to walk barefoot in a 5C water. Felt like an explorer kid :) The sole purpose of leisure travel after age [--] is to remind yourself that youve lost all childlike joy and the only thing that excites you is aggregating land and resources and watching number go up. The sole purpose of leisure travel after age [--] is to remind yourself that youve lost all childlike joy and the only thing that excites you is aggregating land and resources and watching number go up"  
[X Link](https://x.com/dmytro_petryna/status/1938657245002395828)  2025-06-27T17:54Z [---] followers, [--] engagements


"As pros are mostly silent I'll add a Gemini reply for those who want to understand context: Federal Reserve Proposal Could Unlock $6 Trillion in US Bank Balance Sheet Capacity Estimates Suggest Washington D.C. - A recent proposal by the Federal Reserve to revise capital requirements for large U.S. banks could release an estimated $6 trillion in additional balance sheet capacity according to analysis from Morgan Stanley. The proposed changes to the enhanced supplementary leverage ratio (eSLR) for global systemically important banks (GSIBs) aim to make the leverage-based capital requirement a"  
[X Link](https://x.com/dmytro_petryna/status/1939683173262057822)  2025-06-30T13:51Z [---] followers, [--] engagements


"$DAL AI is really good in providing a [--] minute summary of the earnings call which sent Delta's shares +12% today. Overall Tone: The tone has shifted markedly from the caution of Q1 to one of CONFIDENT EXECUTION AND DIFFERENTIATION. Management now describes the demand environment as 'STABILIZED' rather than 'stalled' and their confidence is underscored by the SIGNIFICANT REINSTATEMENT OF FULL-YEAR GUIDANCE for both EPS and free cash flow. The narrative is no longer about bracing for a downturn but about OUTPERFORMING in a 'dynamic' environment leveraging a durable business model that is"  
[X Link](https://x.com/dmytro_petryna/status/1943331460456309103)  2025-07-10T15:28Z [---] followers, [---] engagements


"$LEVI ### **Executive Summary: Bottom Line Up Front** Levi's delivered a significant Q2 beat-and-raise handily exceeding their cautious guidance across all key metrics. The primary overhang from Q1the **unquantified impact of new tariffshas now been addressed and absorbed into a raised full-year outlook** which is a major positive de-risking event for the stock. The core growth narrative remains firmly intact: the DTC-first strategy is driving strong high-margin growth and brand heat continues to fuel performance particularly in Europe which was a standout this quarter. However the quarter"  
[X Link](https://x.com/dmytro_petryna/status/1943406040588128427)  2025-07-10T20:24Z [---] followers, [---] engagements


"My use case example: [--]. Ask to make a summary of the last earnings call (the prompt is 6k tokens long with detailed requirements and the best example summary I have). [--]. With this summary I ask ai to analyse the current earnings release: what changed what materialized from the previous quarter what didn't and why. [--]. 1-2 minutes after earnings release I know all the main stuff in it and all the changes"  
[X Link](https://x.com/dmytro_petryna/status/1945037811410681917)  2025-07-15T08:28Z [---] followers, [--] engagements


"$ASML will watch carefully for the next few quarters. It could be the first sign that the AI investment craze may slow a bit next summer. $ASML earnings main points: The second quarter of [----] marks a significant shift in ASMLs tone and forward-looking commentary. While the company delivered strong Q2 results that beat expectations management has notably walked back its previously firm commitment to growth $ASML earnings main points: The second quarter of [----] marks a significant shift in ASMLs tone and forward-looking commentary. While the company delivered strong Q2 results that beat"  
[X Link](https://x.com/dmytro_petryna/status/1945393485902643413)  2025-07-16T08:02Z [---] followers, [---] engagements


"$U A year ago I bought Unity shares at $16.55 Sold today at $38.45 +132% super cool and wild ride :) especially when a few weeks after Unity fell to $13. Why I'm out: it's just vibe investing from this point and I'm not an expert in vibes. Just not my playing field. I entered at [--] P/S with a good potential for a turnaround. Now it's [--] P/S which is more appropriate for a success story. Previously I exited many investments which later went +50% very quickly. I wish this happens to all my fellow Unity shareholders who continue this ride. It was a good company. See you in future turnarounds :)"  
[X Link](https://x.com/dmytro_petryna/status/1945856062923358477)  2025-07-17T14:40Z [---] followers, [----] engagements


"If you want to analyze the call yourself here's the AI raw transcript. Annukka Angeria Investor Relations Nokian Tyres: Good afternoon from Helsinki and welcome to Nokian Tyres' Q2 [----] webcast and conference call. My name is Annukka Angeria and I'm working at Nokian Tyres investor relations. Together with me in this call I have our CEO Paolo Pompei and interim CFO Jari Huuhtanen. As usual we will start the webcast by first reviewing the financial results and some other topicals from the quarter and then we will have a Q&A session. So the floor is yours Paolo. Paolo Pompei President and CEO:"  
[X Link](https://x.com/dmytro_petryna/status/1946176037399740632)  2025-07-18T11:51Z [---] followers, [--] engagements


"Change in millions EUR vs [--] years ago:"  
[X Link](https://x.com/dmytro_petryna/status/1948715376453283992)  2025-07-25T12:02Z [---] followers, [--] engagements


"Kempower lowered its investments vs [--] year ago. Most likely they finished expanding their US manufacturing facility. Together with better Operating cash flow this lifted Free cash flow to the positive territory. Numbers are in millions EUR:"  
[X Link](https://x.com/dmytro_petryna/status/1948716662775074863)  2025-07-25T12:07Z [---] followers, [--] engagements


"@BickerinBrattle Already a subscriber. I have just one thing to ask: When you decide what to explain and what not to please consider that many of your readers are in a different league of macro knowledge"  
[X Link](https://x.com/dmytro_petryna/status/1951950405484597294)  2025-08-03T10:16Z [---] followers, [--] engagements


"This also creates an incredible opportunity for a successful SaaS - business with even higher margins. The questions here are: [--]. Does OpenAI have access to data including from your customers [--]. Is the niche big enough for them to build a specific solution People underestimate the second question. If you are a CEO of OpenAI where will you concentrate your resources: coding travel videos vs licensing data building a special product and thinking about GTM for a $1-3B a year niche During the last [--] years Google could have destroyed most internet businesses. They didn't. People will still need"  
[X Link](https://x.com/dmytro_petryna/status/1953059442976584107)  2025-08-06T11:43Z [---] followers, [---] engagements


"@Paul_Hutton @BlacklionCTA As soon as we Ukrainians will decide we need one. Last month people went to the streets to show Zelensky he crossed the line with Nabu. Elections are nowhere near this line"  
[X Link](https://x.com/dmytro_petryna/status/1957745917399818500)  2025-08-19T10:06Z [---] followers, [--] engagements


"He's not that old-fashioned: Buffett has used an iPad for stock research for more than a decade. I also used the same setup in mid-2010s: a tablet for research but ordinary phone for calls. Had to give up in [----] and buy a smartphone :) Recent study showed that was a bad idea: smartphones reduce our attention span. As for AI Buffett has many employees to filter what he needs"  
[X Link](https://x.com/dmytro_petryna/status/1957761881294197067)  2025-08-19T11:09Z [---] followers, [--] engagements


"@blueprintsmb22 The beginning of the age of lonely geniuses. He's saying only about AI but if smb also masters ML to sift through data with 10M tokens and find the best matching 100k tokens that could be send to AI for deep dive he'll be like a magician in 99% of companies"  
[X Link](https://x.com/dmytro_petryna/status/1957912879220269159)  2025-08-19T21:09Z [---] followers, [--] engagements


"@BlacklionCTA Maybe Russel rips because many small caps need to refinance their loans in the next [---] years. Many have already refinanced but not all. A huge relief for the laggards"  
[X Link](https://x.com/dmytro_petryna/status/1958903000526725335)  2025-08-22T14:44Z [---] followers, [----] engagements


"@BickerinBrattle May I ask: how likely do you see YCC or equivalent happening in [--] months (next Fed chair) If it's a recession I see both tariff revenue and taxes dropping like a stone and deficit widening to crazy levels. If there's no recession they have no alternative to lower rates"  
[X Link](https://x.com/dmytro_petryna/status/1959612855004602851)  2025-08-24T13:44Z [---] followers, [---] engagements


"Then you should also pay extra taxes for all foreign securities you invest in. And then the whole tax process becomes a nightmare: not only your taxes plus company residence taxes but also your currency for local taxes and each foreign currency for their taxes. US would want to get taxes in USD based on USD buy and sell prices other countries in their currencies"  
[X Link](https://x.com/dmytro_petryna/status/1959947161296163243)  2025-08-25T11:53Z [---] followers, [---] engagements


"@OfficialLoganK @19kaushiks @robertriachi @m__dehghani @nbrichtova New model destroyed Gemini Pro via free API: less than 20% of requests are successful these days and all count. Could you provide an honest [---] Pro API requests quota for Ultra subscribers"  
[X Link](https://x.com/dmytro_petryna/status/1960733666834845782)  2025-08-27T15:58Z [---] followers, [---] engagements


"@BickerinBrattle Trying to think about paths forward: What if USA will have a serious deficit of workers - higher wages (and cheaper usd) - higher share prices. Germany is in recession DAX at ATH. So many companies continue bringing manufacturing to USA right now"  
[X Link](https://x.com/dmytro_petryna/status/1965446259378209020)  2025-09-09T16:04Z [---] followers, [--] engagements


"@beer_camus @gordocap18 @JohnHuber72 Not [--] FCF but Zoominfo (GTM) reached [--] at the bottom in April"  
[X Link](https://x.com/dmytro_petryna/status/1967262920255168603)  2025-09-14T16:23Z [---] followers, [--] engagements


"@BickerinBrattle If the FED does a renamed YCC next summer and if the market plays this already: Is it possible that you'll be correct in real terms but US shares will continue growing in nominal USD Argentina's index grew in pesos 10x in [--] years"  
[X Link](https://x.com/dmytro_petryna/status/1968634643659231448)  2025-09-18T11:14Z [---] followers, [--] engagements


"@BickerinBrattle Imagine tariffs are gone via court order. Trump furious he breaks things but people don't care because he'll lose in court. And fiscal once again becomes highly supportive. Only an open rebellion will be enough but will the markets be even open"  
[X Link](https://x.com/dmytro_petryna/status/1969076939412341163)  2025-09-19T16:31Z [---] followers, [---] engagements


"@BickerinBrattle I bought a bit of puts on TLT. If tariffs are gone and/or chaos begins they could play"  
[X Link](https://x.com/dmytro_petryna/status/1969086652061548690)  2025-09-19T17:10Z [---] followers, [--] engagements


"@BlacklionCTA Bessent worked with Soros so he knows and they are likely international. But how will he make sure that USD is not destroyed right before midterms He personally will go down with Trump. Does he have a draft Mar a Lago accord agreed Japan UK France have similar problems"  
[X Link](https://x.com/dmytro_petryna/status/1970246542784172309)  2025-09-22T21:59Z [---] followers, [--] engagements


"@BlacklionCTA Currently they are not. But if smb thinks bond prices will be much higher in a year he can buy them now and make a quick 20%+ in bonds"  
[X Link](https://x.com/dmytro_petryna/status/1978474167973355957)  2025-10-15T14:52Z [---] followers, [--] engagements


"@BlacklionCTA If this is the dominant market theme then there are many such people so bond yields are not rising"  
[X Link](https://x.com/dmytro_petryna/status/1978475230730330445)  2025-10-15T14:57Z [---] followers, [--] engagements


"$ULTA Fintwit is sooo bullish into the earnings. I'll wait till earnings are out. Reasons for waiting: 1) don't see a catalyst for higher share price; 2) $TGT earnings call - beauty grew in low single digits; 3) $UL earnings call - Beauty and Personal Care grew 2.3% . 1/2"  
[X Link](https://x.com/dmytro_petryna/status/1795782407980753230)  2024-05-29T11:41Z [---] followers, [---] engagements


"2/2 .driven mainly by Prestige 4) $ULTA CEO on Apr 3rd: a slowdown in growth in Jan & Feb was faster & bigger than anticipated. Unlikely the guidance will be strong after a warning from CEO. If I'm wrong - ok but don't want to buy with low conviction just because ULTA is cheap"  
[X Link](https://x.com/dmytro_petryna/status/1795782647584596054)  2024-05-29T11:42Z [---] followers, [---] engagements


"$DV DoubleVerify is an expensive company with a huge potential. Currently sales growth is slowing and expenses are accelerating - short-term pressure for earnings. Very interesting mid-term with AI as a huge possible driver. Details in the article: https://us.finsee.com/doubleverify-q1-2024-review/ https://us.finsee.com/doubleverify-q1-2024-review/"  
[X Link](https://x.com/dmytro_petryna/status/1800899011466903945)  2024-06-12T14:32Z [---] followers, [---] engagements


"$APP As I expected QoQ sales growth is disappointing: 2% in Q2 4% guidance for Q3 You can't be the market leader without being affected by the market dynamics. Ads in apps are falling so even 2-4% QoQ growth is incredible but it's far from 15-20% QoQ growth a year ago I have another FUD for $APP. Management claims they are the market leader in their Software segment. Recent earnings reports and guidance from $GOOG $DV and others show that the Mobile App Ads market is stagnating or falling. How long can a leader have not even 90% but 20-30% https://t.co/COxWhMQjes I have another FUD for $APP."  
[X Link](https://x.com/dmytro_petryna/status/1821290887915434097)  2024-08-07T21:02Z [---] followers, [----] engagements


"@seanlinehan Durov sold Vkontakte to FSB with all my private messages. Like he bugged the previous apartment complex and sold it with all the data. Yet people make him a hero of free speech"  
[X Link](https://x.com/dmytro_petryna/status/1827587596685369444)  2024-08-25T06:03Z [---] followers, 33.2K engagements


"$TYRES (Helsinki) Bought Nokian Tyres shares yesterday. The main thesis: In [---] years Nokian will be able to exceed pre-war (2021) sales and produce the same earnings. I expect shares to return to [----] levels in spring [----] bringing 300% return in [---] years. The problem: In [----] Nokian had to close its main manufacturing plant in Russia and shares fell 80% as sales plummeted. To save the company Nokian signed contract manufacturing and went on a building spree: extended capacity of a plant in Finland done in [----]. extended capacity of a plant in the USA (done in [----] full capacity from 2025)"  
[X Link](https://x.com/dmytro_petryna/status/1842194242954793289)  2024-10-04T13:25Z [---] followers, [----] engagements


"$TYRES Nokian Tyres Q3 [----] earnings preview. [--]. Will sales grow 12.6%+ If Nokian plans Q3 [----] sales to be at least at the Q3 [----] level it needs 12.6% CAGR. This year the company moved from flat YoY sales in Q1 to +10.8% in Q2. 12.6% looks achievable. Michelin reported Q3 earnings last week and showed that the replacement passenger tyres market is growing 7% in Europe and 3% in North America especially big premium tyres (18+ inches "double-digit" growth). This will be offset by a weaker heavy tyres market (18.5% of Nokian sales). [--]. North America and Central Europe: is the company still"  
[X Link](https://x.com/dmytro_petryna/status/1850847284080071137)  2024-10-28T10:29Z [---] followers, [---] engagements


"Nokian free cash flow by quarter million EUR"  
[X Link](https://x.com/dmytro_petryna/status/1850848354168713650)  2024-10-28T10:33Z [---] followers, [---] engagements


"$TYRES I consider Q3 [----] earnings as neutral. The main investment thesis remains in place (higher sales and the same profit in [----] as was in 2021.) Overall sales growth was very positive: 13.6% YoY or 14.4% in comparable currency (12.6% Cagr needed to return to [----] level in [--] years) especially in Central Europe (+36.3%). Raw material costs were lower YoY thanks to hedging. On the negative side: flat sales in North America and a bit lower operating cash flow than I expected. CFOs comment about USA: customers are moving to tier [--] and tier [--] low-cost tires. CEO added that the weather in the"  
[X Link](https://x.com/dmytro_petryna/status/1851663850375889145)  2024-10-30T16:33Z [---] followers, [---] engagements


"$TYRES Wrote a detailed article about Nokian Tyres. The share price went down 14% since I bought the stock so be careful with my ideas :) https://us.finsee.com/nokian-tyres-q3-2024-review/ $TYRES I consider Q3 [----] earnings as neutral. The main investment thesis remains in place (higher sales and the same profit in [----] as was in 2021.) Overall sales growth was very positive: 13.6% YoY or 14.4% in comparable currency (12.6% Cagr needed to return to [----] level in https://us.finsee.com/nokian-tyres-q3-2024-review/ $TYRES I consider Q3 [----] earnings as neutral. The main investment thesis remains"  
[X Link](https://x.com/dmytro_petryna/status/1869700144662565043)  2024-12-19T11:03Z [---] followers, [---] engagements


"Bullish $ZI as B2B sales become much more important in AI applications world. Small & mid-size AI products could potentially have even higher margins than current SaaS (fewer developers faster go-to-market) so sellers could allocate more money to marketing. Salesforce Will Hire No More Software Engineers in [----]. I feel bad for students recent graduates and those who have lost or will lose their jobs today but this trend is inevitable. There is one way to hedge it financially. https://t.co/VieDnP8usU Salesforce Will Hire No More Software Engineers in [----]. I feel bad for students recent"  
[X Link](https://x.com/dmytro_petryna/status/1877680081289551939)  2025-01-10T11:33Z [---] followers, [---] engagements


"$TYRES Q4 earnings - far from what I expected. [--] biggest concerns: [--]. [----] guidance: "net sales are expected to grow". Guidance for [----] was "to grow significantly". And significantly meant just 10%. [--]. Flat Q4 YoY sales in the USA. The bright spot - a huge 65% YoY growth in Central Europe. But it's not enough. I will write in the comments as I analyse the data. https://twitter.com/i/web/status/1886737185233084535 https://twitter.com/i/web/status/1886737185233084535"  
[X Link](https://x.com/dmytro_petryna/status/1886737185233084535)  2025-02-04T11:22Z [---] followers, [----] engagements


"$U Short summary from the call: Unity goes Applovin way and CEO was convincing in his vision. I was very impressed with a 50% increase in Industries revenue. The market was very impressed with an earlier than anticipated rollout of Unity vector (new ad platform). The numbers won't change much for the next [--] quarters so it's more a question of faith in management's ability at this point. With many experienced and talented executives in Unity Ads the market has enough faith to send Unity shares almost 20% up. $U Good Q4 [----] results from Unity were offset by a weak Q1 [----] guidance. Q4:"  
[X Link](https://x.com/dmytro_petryna/status/1892584476263522343)  2025-02-20T14:37Z [---] followers, [----] engagements


"@jesper_baek @hzhu_ Who was standing near the president during inauguration: FTC chair or Zuck It's no guarantee but he's going to use the window of oligarchic opportunity until it remains open"  
[X Link](https://x.com/dmytro_petryna/status/1893686751404671052)  2025-02-23T15:37Z [---] followers, [--] engagements


"$U Can't understand yet why Unity needs to issue Convertible bonds now. They have $1.5B in cash and generated almost $300M free cash flow in [----]. If [----] and [----] will be at least as good they'll have $2.1B in cash by November [----] to pay $1.2B of [----] Notes. That's a comfortable margin with almost [--] years remaining. Then they'll have to pay back $1.0B in November [----]. The margin is not so safe but Unity has a good chance to increase its FCF during these [--] years. What's the point of having $2B in cash by the end of this quarter"  
[X Link](https://x.com/dmytro_petryna/status/1894006843996885489)  2025-02-24T12:49Z [---] followers, [---] engagements


"$ZI ZoomInfo revenue retention was 87% in Q4 up from 85% in Q1-Q3 [----]. That's the main reason why the stock is up 11% after hours so far"  
[X Link](https://x.com/dmytro_petryna/status/1894496921831592122)  2025-02-25T21:17Z [---] followers, [---] engagements


"Encouraging signs with $Tyres for me: [--]. Solid US revenue growth. [--]. 60% of US market is import tires. Nokian has finished building capacity in its US plant and could have an advantage. [--]. If I understood correctly prices will go up a bit from this quarter to improve margins. [--]. Romania factory is one of the most modern in the world with heavy automation and production has only just begun. Could be a good boost to margins. https://twitter.com/i/web/status/1920495534747385888 https://twitter.com/i/web/status/1920495534747385888"  
[X Link](https://x.com/dmytro_petryna/status/1920495534747385888)  2025-05-08T15:06Z [---] followers, [---] engagements


"@value_invest12 Someone much smaller. Now it's like asking in [----] who will be the first to reach $1T"  
[X Link](https://x.com/dmytro_petryna/status/1939348068136009746)  2025-06-29T15:39Z [---] followers, [--] engagements


"@hfreflection There's a rating where you could compare models by your context window and the level of precision that you need."  
[X Link](https://x.com/dmytro_petryna/status/1940118901968212401)  2025-07-01T18:42Z [---] followers, [---] engagements


"$TYRES Nokian's Q2 [----] report exceeded my expectations: [--]. Revenue +6.9% YoY in constant currency. This is low season btw. [--]. +13.3% sales growth in North America in constant currency (+6.7% in Eur). [--]. Significantly improved operating margin. [--]. Positive cash flow (better numbers in both receivables and payables). [--]. Even a small growth in Heavy Tyres. https://twitter.com/i/web/status/1946153160059351441 https://twitter.com/i/web/status/1946153160059351441"  
[X Link](https://x.com/dmytro_petryna/status/1946153160059351441)  2025-07-18T10:20Z [---] followers, [---] engagements


"$TYRES AI analysis of earnings release: Executive Summary of Q2 Developments Nokian Tyres' second quarter marked a significant and positive inflection point delivering squarely on its most critical Q1 promise: to restore profitability. The narrative has pivoted from "growth at all costs" during a difficult transition to a more balanced story of "profitable growth and operational turnaround." The severe margin compression that worried analysts in Q1 particularly in the core Passenger Car segment saw a dramatic reversal in Q2. This was driven by the successful implementation of price increases"  
[X Link](https://x.com/dmytro_petryna/status/1946153754824147334)  2025-07-18T10:23Z [---] followers, [---] engagements


"$TYRES Just one analyst asked questions on the call this time. Is everyone else on the beach :) My thoughts: [--]. It seems that Nokian will use the current situation in USA (50% of the market is import tires Nokian produces locally there) to increase prices. Ceo used differen words so this is my understanding. [--]. In Central Europe Nokian also ended the period of rapid sales cath up to [----] levels and will now concentrate on "profitable growth". [--]. The end result is that the company expects volume growth in H2 [----] to be "below 10%". Nokian needs to grow sales at a 14% Cagr to achieve its 2027"  
[X Link](https://x.com/dmytro_petryna/status/1946175788685889552)  2025-07-18T11:50Z [---] followers, [---] engagements


"$GTM [--] main numbers: Net retention rate is now 89% +2% sequentially. Revenue +5% yoy. Very strong results"  
[X Link](https://x.com/dmytro_petryna/status/1952462442333929855)  2025-08-04T20:11Z [---] followers, [---] engagements


"$GTM A big lesson for me. Yesterday I celebrated that my ZoomInfo thesis finally worked. Sales growth returned to positive territory all metrics were improving share price +8% after earnings. It's like the market today saw a different company's earnings and call -13% from the close or -21% fom AH. IMO there are [--] main issues moving the stock down today: [--]. Fear of a recession - but this is nothing new and earnings didn't amplify this threat. On the contrary the quarter was stronger than expected guidance was raised software vertical improved for the first time in [--] years. [--]. New AI SDR"  
[X Link](https://x.com/dmytro_petryna/status/1952769784128368783)  2025-08-05T16:32Z [---] followers, [---] engagements


"1. The margin doesn't look too crazy for me. Part of this margin comes from the way SBC is accounted in Gaap: if the share price grows or falls a lot it takes a few years to catch. Their 10-K for 2024: Net Income $1580M including the business they divested this year. SBC was $369M non-cash and $7M cash. They estimate the fair value of PSUs vested in [----] was $1.3B and of exercised options: $671M. This was a big year for vesting the following years could be smaller but the average price of shares will be much higher so I don't know if the total amount in [----] will match [----]. So they had just"  
[X Link](https://x.com/dmytro_petryna/status/1954806295216665069)  2025-08-11T07:25Z [---] followers, [---] engagements


"Why IMO the theory of debasement is that bond yields are set artificially lower than they should be to fund the deficit. And people are forced to run to GLD. So if() smb expects 10y to be at 1% and 30y at 2% by next summer they could buy long Treasuries now and sell them to the Fed next year"  
[X Link](https://x.com/dmytro_petryna/status/1978473447471603828)  2025-10-15T14:50Z [---] followers, [---] engagements


"IMO: [--]. Food - China can import a lot from Russia and Kazakhastan via land. Both countries need Chinese products they will trade for yuan gold or simply exchange goods. [--]. Sea blockade for oil. If China wants to attack in full they will likely try Pearl Harbor style operation. Ukraine showed how small drones could destroy ships and planes. China has 10000x drones its containers are likely very close right now to 50% of US fleet. How long will it take for the US to make new ships How will US fight on the other side of Pacific if many are destroyed on day [--] How quickly will Chinese engineers"  
[X Link](https://x.com/dmytro_petryna/status/1980290596662104365)  2025-10-20T15:10Z [---] followers, [---] engagements


"I have a fourth "lost year" in business - I run a small SaaS in Ukraine and sales depend a lot on consumer confidence. My way of coping is studying and trying new things. This year it was math databases prompting and context engineering for LLMs. So at least I created a product for myself which helped me finding new companies to invest. Of course the market was very supportive so I don't know if it will produce such good ideas during a downturn. I started my business [--] years ago during a tough period in Ukrainian economy after the first Russian invasion. There was so little competition left"  
[X Link](https://x.com/dmytro_petryna/status/1985083774661763080)  2025-11-02T20:37Z [---] followers, [---] engagements


"@fkronawitter1 Thank you The big question: if Open AI rev growth decelerates and they lose access to new capital what would be the consequences for all the circular deals and companies: Nvidia AMD Oracle Microsoft"  
[X Link](https://x.com/dmytro_petryna/status/1992694509529108673)  2025-11-23T20:39Z [---] followers, [---] engagements


"Each country (except some small ones) depends on [--] monopolies: applying force and printing money. Without monopoly of force the country becomes Haiti. Without monopoly of money - Zimbabwe. There could be a monetary union (EU) where each country has a vote. But independent money is a no-no. Look at Argentina: how hard it is to regain this right. I don't know if George shares the same view - this is my explanation"  
[X Link](https://x.com/dmytro_petryna/status/1996617068586951003)  2025-12-04T16:26Z [---] followers, [--] engagements


"Thank you for sharing So many things point to lower actual CapEx. But hyperscalers Cash Flows show hundreds of billion of investment in [----]. This is not an accounting trick (like Adjusted Ebitda) but hard cash actually paid. The majority of the money went to Nvidia then to TSMC. NVDA's margin is supposed to count to US GDP isn't it Could this margin be the difference between your calculations and Cash Flow statements of Big Tech I understand that workers should actually build a datacenter on the ground. And with immigrant population down there should be much lower unemployment during an"  
[X Link](https://x.com/dmytro_petryna/status/2006688018661355824)  2026-01-01T11:24Z [---] followers, [----] engagements


"Extremely interesting case of LLMs' conclusions: When you provide them with just the text of Powell's Jackson Hole speech they score it as 5-5.5 (1 ultra dovish [--] ultra hawkish). They point that short-term it's dovish long-term it's hawkish. But they all miss the main point - in [--] months Powell is out of office only his short-term view matters. When you allow them to search they see views of analysts and score the speech as 3-3.5 https://x.com/AnnaEconomist/status/1959007223633367090 https://x.com/AnnaEconomist/status/1959007223633367090"  
[X Link](https://x.com/anyuser/status/1959797858535612697)  2025-08-25T01:59Z [---] followers, [---] engagements


"$GTM ZoomInfo gained 7% today after yesterday's Communicopia Conference. Key messages from the management: [--]. Upmarket is growing 4% right now. The goal for the next 1-2 years is to bring it to 10% growth and 80% share. [--]. Companies are hiring SDRs because human internet traffic is down and they have fewer incoming leads from websites. [--]. Customers that use Copilot (over 10% of total) have more positive retention outcomes. [--]. Economics of using LLMs is improving: costs are down vs a year ago while capabilities are increasing. They already allow to build a complete Account plan. My view: 1."  
[X Link](https://x.com/anyuser/status/1965896986097258732)  2025-09-10T21:55Z [---] followers, [---] engagements


"For the record: bought $NVEC at $78 price changes much faster than I can write why :) This is a bet for a few years will share my view a bit later"  
[X Link](https://x.com/anyuser/status/2014348785829269784)  2026-01-22T14:45Z [---] followers, [---] engagements


"What are governments waiting for [--] years ago (before GPT 3.5) AI was able to improve breast cancer diagnostics. When the newest models are tested I'm sure the results from the doctor (or nurse) + AI will be outstanding. That's also the best way to cut costs and queues. The largest randomized trial of medical A.I. Over [------] women in Sweden radiologist + AI vs [--] radiologists in follow-up AI added led to 29% more cancer detected 44% reduced workload and Less cancer dx in subsequent [--] years and when found less aggressive https://t.co/rKihXzOdX9 The largest randomized trial of medical A.I. Over"  
[X Link](https://x.com/anyuser/status/2017195762120032682)  2026-01-30T11:18Z [---] followers, [---] engagements


"#Kempower Q3 [----] results were great but Q4 guidance is surprisingly weak considering the recent intake backlog and revenue dynamics. 10-15% revenue growth for 2025FY means Q4 revenue is expected to be 72.2M at midpoint meaning a slight sequential decline (vs 73.7M in Q3) and less than 1% YoY growth (71.7M in Q4 2024). That's after order intake grew 45% YoY and backlog grew 17% YoY last quarter. I hope that management has a good explanation during the call"  
[X Link](https://x.com/anyuser/status/1983456815233781803)  2025-10-29T08:52Z [---] followers, [---] engagements


"$GTM Outstanding Q3 results from ZoomInfo a superb turnaround but once again the guidance is very cautious. If the company guided a 5% revenue growth [--] months ago (they achieved that) share price could have reached [--]. Considering the CFO's remark that Q3 sales were front-loaded they already saw in early August that results would be much better than +1%. So what are they afraid of for the coming quarters to lower expectations that much And now this talk about seasonality without a detailed explanation for common folks what this seasonality looks like. They are not selling ice cream:) Now the"  
[X Link](https://x.com/anyuser/status/1985627316362355014)  2025-11-04T08:36Z [---] followers, [---] engagements


"$NVDA The time to worry about inventories was last quarter. If you look at finished goods they are down QoQ in Q3 (the chart is YoY and shows calendar quarters). But the question remains - if the products are so hot why finished goods more than doubled in one year Look at [----] when demand was crazy: everything that went out of production line shipped immediately. Not anymore"  
[X Link](https://x.com/anyuser/status/1991427486861643991)  2025-11-20T08:44Z [---] followers, [---] engagements


"Same thing with Accounts Receivable: better than last quarter but they grow at a higher rate than Revenue"  
[X Link](https://x.com/dmytro_petryna/status/1991429111278166154)  2025-11-20T08:51Z [---] followers, [---] engagements


"$NVDA much higher inventories and receivables. AI's explanation why this is not a problem: In CY2023 the financial metrics behaved like a company selling a commodity component into a shortage. In CY2025 the metrics behave like a company selling complex infrastructure systems. The demand is not coolingmanagement explicitly stated demand exceeds supplybut the physics of shipping has changed fundamentally. Here is why the inventory and receivables dynamics are completely different from [----].   . "" : . In [----] (Hopper era) NVIDIA was primarily shipping HGX boards. These are high-value components"  
[X Link](https://x.com/dmytro_petryna/status/1991443382883762327)  2025-11-20T09:47Z [---] followers, [---] engagements


"$GTM IMO Claude Cowork is a positive development for ZoomInfo. People can't DIY all the paid APIs and data sources that ZI uses. But all these new tiny "competitors" that mushroomed using public data - they are toasted. As usual I talk my book"  
[X Link](https://x.com/anyuser/status/2011569639701299446)  2026-01-14T22:42Z [---] followers, [---] engagements


"Ben Affleck is a genius in his field. But the average Hollywood film is the same slop that AI produces. The true magic of AI: we can have hundreds of films about doctors created by doctors. Some will be top-level. Honestly Ben Affleck actually knowing AI and the landscape caught me off guard but as a writer makes sense. Great takes across the board. https://t.co/IcPe0n9302 Honestly Ben Affleck actually knowing AI and the landscape caught me off guard but as a writer makes sense. Great takes across the board. https://t.co/IcPe0n9302"  
[X Link](https://x.com/anyuser/status/2012808950886928431)  2026-01-18T08:47Z [---] followers, [---] engagements


"Citing Thucydides - proscriptions - exile to Greenland for the lucky billionnaires who won't be executed right away. Ancient traditions in exercising power to collect money for wars are brutal. https://t.co/G7GNgKIdLx https://t.co/G7GNgKIdLx"  
[X Link](https://x.com/dmytro_petryna/status/2013867633041453152)  2026-01-21T06:53Z [---] followers, [---] engagements


"IMO there will be [--] types of SaaS: [--]. Highly useful. You need $1k a month to build the same solution yourself vs. a $100 SaaS subscription. Bills for databases API data access and hours of your employees quickly add to costs. This group can continue growing and could even improve margins thanks to AI. Competitor threat - medium. How many enterprises worry if it's $50 or $100 a month if the current solution is working If creating a competitor was easy why has no competition emerged so far They didn't have VC money to hire coders in 2021; why will they have it now to market a vibe-coded"  
[X Link](https://x.com/dmytro_petryna/status/2014332297676243172)  2026-01-22T13:40Z [---] followers, [--] engagements


"When you sell $10 notes for 10-30 cents (Gemini Open AI) or even $1 (Anthropic) the demand will be unsolvable. The questions are: [--]. How long will this fest last [--]. How many people will generate images and videos if charged full price From JPM meetings with $CRWV management. I expect this to also be the commentary of AWS Azure and GCP. Likely Nebius also. All the AI apartments are full. https://t.co/zOEGouRS94 From JPM meetings with $CRWV management. I expect this to also be the commentary of AWS Azure and GCP. Likely Nebius also. All the AI apartments are full. https://t.co/zOEGouRS94"  
[X Link](https://x.com/anyuser/status/2016200010006729113)  2026-01-27T17:21Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing