# ![@hhhypergrowth Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1280975200608190465.png) @hhhypergrowth muji @ hhhypergrowth

muji @ hhhypergrowth posts on X about $net, $crwd, $zs, $nvda the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1280975200608190465/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1280975200608190465/c:line/m:interactions.svg)

- [--] Week [---------] +23,748%
- [--] Month [---------] +231%
- [--] Months [----------] -55%
- [--] Year [----------] +36%

### Mentions: [--] [#](/creator/twitter::1280975200608190465/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1280975200608190465/c:line/m:posts_active.svg)

- [--] Week [--] +29%
- [--] Month [--] -90%
- [--] Months [---] +193%
- [--] Year [---] -12%

### Followers: [-------] [#](/creator/twitter::1280975200608190465/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1280975200608190465/c:line/m:followers.svg)

- [--] Week [------] -0.06%
- [--] Month [------] -0.15%
- [--] Months [------] -0.58%
- [--] Year [------] -0.94%

### CreatorRank: [-------] [#](/creator/twitter::1280975200608190465/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1280975200608190465/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)  [countries](/list/countries)  [events](/list/events)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [musicians](/list/musicians) 

**Social topic influence**
[$net](/topic/$net) #6, [$crwd](/topic/$crwd) #94, [$zs](/topic/$zs) #43, [$nvda](/topic/$nvda), [$snow](/topic/$snow), [$msft](/topic/$msft) #567, [$amzn](/topic/$amzn) #79, [okta](/topic/okta) #87, [snowflake](/topic/snowflake), [$goog](/topic/$goog)

**Top accounts mentioned or mentioned by**
[@cloudflare](/creator/undefined) [@jonahlupton](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@finallyfoolin](/creator/undefined) [@dylan522p](/creator/undefined) [@tiktokinvestors](/creator/undefined) [@crowdstrike](/creator/undefined) [@jaminball](/creator/undefined) [@investianalyst](/creator/undefined) [@libertyrpf](/creator/undefined) [@eastdakota](/creator/undefined) [@samsara](/creator/undefined) [@databricks](/creator/undefined) [@nvidia](/creator/undefined) [@alighodsi](/creator/undefined) [@nickgraynews](/creator/undefined) [@svtechie](/creator/undefined) [@zatlyn](/creator/undefined) [@okta](/creator/undefined) [@convequity](/creator/undefined)

**Top assets mentioned**
[Cloudflare, Inc. (NET)](/topic/$net) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Zscaler Inc (ZS)](/topic/$zs) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Snowflake Inc. (SNOW)](/topic/$snow) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Datadog Inc (DDOG)](/topic/$ddog) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Okta Inc (OKTA)](/topic/$okta) [Fastly, Inc. (FSLY)](/topic/$fsly) [Helium IOT (IOT)](/topic/$iot) [GitLab Inc. (GTLB)](/topic/$gtlb) [Confluent, Inc. (CFLT)](/topic/$cflt) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [CoreWeave, Inc (CRWV)](/topic/$crwv) [monday.com Ltd. (MNDY)](/topic/$mndy) [Apple, Inc. (AAPL)](/topic/$aapl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Iris Energy Limited (IREN)](/topic/$iren) [Elastic N.V. (ESTC)](/topic/$estc) [Metadium (META)](/topic/$meta) [MongoDB, Inc. (MDB)](/topic/$mdb) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [Twilio, Inc. (TWLO)](/topic/$twlo) [Alteryx, Inc. (AYX)](/topic/$ayx) [Splunk Inc (SPLK)](/topic/$splk) [Oracle Corporation (ORCL)](/topic/$orcl) [Sonic (S)](/topic/$s) [Figma, Inc. (FIG)](/topic/$fig) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Asana, Inc. (ASAN)](/topic/$asan) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Cisco Systems Inc (CSCO)](/topic/$csco) [SailPoint, Inc. (SAIL)](/topic/$sail) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Roku, Inc. (ROKU)](/topic/$roku) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Dynatrace, Inc. (DT)](/topic/$dt) [Shopify Inc (SHOP)](/topic/$shop) [Braze Inc. (BRZE)](/topic/$brze) [IBM (IBM)](/topic/ibm) [AppLovin Corporation (APP)](/topic/$app) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Want to know more about what drives the successful platforms at $ZM $CRWD $AYX $DDOG $NET $FSLY $LVGO $OKTA $ZS $ESTC $MDB $ROKU $TWLO Youre in the right place. (And the right companies)"  
[X Link](https://x.com/hhhypergrowth/status/1281634235019923456)  2020-07-10T16:59Z 54.4K followers, [---] engagements


"FireEye +13% after hours on strong earnings & guidance given heavy cybersecurity demand. Not interested in $FEYE but those tailwinds that will carry $ZS $CRWD $OKTA $NET forward as Zero Trust (traffic protection) and Endpoint Protection (device protection) become critical"  
[X Link](https://x.com/hhhypergrowth/status/1288335289597988864)  2020-07-29T04:47Z 54.3K followers, [---] engagements


"@richard_chu97 @cap_zay Thanks for reminding me hehe"  
[X Link](https://x.com/hhhypergrowth/status/1298142519541334017)  2020-08-25T06:17Z 54.3K followers, [--] engagements


"Customers choose Snowflake for its cost performance scalability ease of use secure sharing and flexibility. Investors will choose Snowflake for its optionality and ever increasing TAM. Data will always grow and analytics are becoming more and more crucial"  
[X Link](https://x.com/hhhypergrowth/status/1304560422792704000)  2020-09-11T23:20Z 54.4K followers, [--] engagements


"The Friday scoop from Forbes played out. $TWLO acquired Segment a customer data platform startup. This adds integration tools ingest pipelines customer vision and analytics into Twilio stack. /1 Twilio's $3.2 billion acquisition of Segment will be an all-stock deal expected to close in fiscal Q4. Says @twilio CEO @jeffiel: "The one thing that's always been missing from Twilio. is understanding of the end users themselves." https://t.co/Pkrz5JKeJ3 tip @Techmeme Twilio's $3.2 billion acquisition of Segment will be an all-stock deal expected to close in fiscal Q4. Says @twilio CEO @jeffiel: "The"  
[X Link](https://x.com/hhhypergrowth/status/1315663678067404801)  2020-10-12T14:40Z 54.4K followers, [---] engagements


"Cloudflare $NET: ALL YOUR NETWORKS ARE BELONG TO US"  
[X Link](https://x.com/hhhypergrowth/status/1315715055854465025)  2020-10-12T18:04Z 54.4K followers, [--] engagements


"i don't see fintwit darling $Fubo included"  
[X Link](https://x.com/hhhypergrowth/status/1344012387473629187)  2020-12-29T20:08Z 53.8K followers, [--] engagements


"@caleb_investTML They already are. Major discussion about it in earnings and Investor Day"  
[X Link](https://x.com/hhhypergrowth/status/1380937205569486848)  2021-04-10T17:34Z 54.4K followers, [--] engagements


"Datadog $DDOG released an updated [----] version of their "state of serverless" report. (Really missed an oppo to call it the "state of stateless".) . https://www.datadoghq.com/state-of-serverless/ https://www.datadoghq.com/state-of-serverless/"  
[X Link](https://x.com/hhhypergrowth/status/1400202282013233155)  2021-06-02T21:26Z 54.4K followers, [--] engagements


"Google Sheets (via Google Finance lookups) is reporting $ZS share price as $6720. This would be quite nice if true"  
[X Link](https://x.com/hhhypergrowth/status/1456115004395110407)  2021-11-04T04:24Z 54.4K followers, [--] engagements


"And the repercussions: The attack cost them $700K in lost rev and cust credits. https://investors.bandwidth.com/news-releases/news-release-details/bandwidth-announces-preliminary-third-quarter-2021-revenue https://investors.bandwidth.com/news-releases/news-release-details/bandwidth-announces-preliminary-third-quarter-2021-revenue"  
[X Link](https://x.com/hhhypergrowth/status/1457133905941762055)  2021-11-06T23:52Z 53.8K followers, [--] engagements


"If not $BAND (who is new to video and I wouldnt call a video co) then one of impacted Bandwidth custs which points to $ZM"  
[X Link](https://x.com/hhhypergrowth/status/1457148978139705350)  2021-11-07T00:52Z 53.8K followers, [--] engagements


"Little known fact Daylight Savings was implemented so farmers could maintain their farmer tan year-round"  
[X Link](https://x.com/hhhypergrowth/status/1457387618572853251)  2021-11-07T16:40Z 54.3K followers, [--] engagements


"Amplitude $AMPL getting taken to the woodshed"  
[X Link](https://x.com/hhhypergrowth/status/1494091801065574402)  2022-02-16T23:30Z 54.3K followers, [--] engagements


"Roku $ROKU launches range of smart home products critical to delivering CTV ads direct to your smart door and lamp shades. https://www.theverge.com/2022/10/12/23398182/roku-smart-home-devices-cameras-video-doorbell-light-bulbs-strips https://www.theverge.com/2022/10/12/23398182/roku-smart-home-devices-cameras-video-doorbell-light-bulbs-strips"  
[X Link](https://x.com/hhhypergrowth/status/1580231396093702144)  2022-10-12T16:18Z 54.3K followers, [--] engagements


"Okta $OKTA losing its head of Worldwide Field Ops after 2yr stint. Now new CRO on the way out too after 2yr stint. https://www.theinformation.com/articles/okta-chief-revenue-officer-departs-amid-sales-shakeuprc=lrvfn3 https://www.theinformation.com/articles/okta-chief-revenue-officer-departs-amid-sales-shakeuprc=lrvfn3"  
[X Link](https://x.com/hhhypergrowth/status/1612925099966976014)  2023-01-10T21:31Z 54.4K followers, 13.8K engagements


"Thoughts on $SNOW Q124 just sent out. More coming soon on the data lakehouse moves from $MSFT Azure (Microsoft Fabric) just announced this week"  
[X Link](https://x.com/hhhypergrowth/status/1662160985333932032)  2023-05-26T18:17Z 54.3K followers, [----] engagements


"Notion moving further into Monday $MNDY Asana $ASAN and Atlassian $TEAM space w/ new Project Tracking app infused w/ AI"  
[X Link](https://x.com/hhhypergrowth/status/1663927721339092992)  2023-05-31T15:17Z 54.9K followers, [--] engagements


"CrowdStrike $CRWD had [--] new AI-based announcements this week before earnings tonight. Yesterday they announced Charlotte AI a security-honed AI acting as a SOC tool to upskill analysts and let them analyze and understand their security posture"  
[X Link](https://x.com/hhhypergrowth/status/1663931678803230720)  2023-05-31T15:33Z 54.9K followers, [--] engagements


"Today they announced a renewed partnership w/ Amazon AWS $AMZN extending their CNAPP to protect over AWS's AI/ML services like SageMaker. It also details how Charlotte AI was built on AWS's new GenAI platform Bedrock. https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-accelerate-development-ai-cybersecurity-aws https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-accelerate-development-ai-cybersecurity-aws"  
[X Link](https://x.com/hhhypergrowth/status/1663931681789693953)  2023-05-31T15:33Z 54.3K followers, [----] engagements


"More on the #GenerativeAI #AI use in security platforms of late from $MSFT $GOOG $CRWD $S and $PANW in today's premium post"  
[X Link](https://x.com/hhhypergrowth/status/1663995214648811523)  2023-05-31T19:45Z 54.9K followers, [--] engagements


"My favorite part of Apple $AAPL WWDC keynote yesterday: "We truly live in an age of wonders""  
[X Link](https://x.com/hhhypergrowth/status/1666504375412334599)  2023-06-07T17:56Z 54.5K followers, 13.7K engagements


"Todays premium post covered all the details of $AAPL Apples new Vision Pro mixed reality device. Dont listen to the whiners comparing it to the Quests price. This is not a gaming headset. It is an all new spatial computing paradigm set to replace multi-display Mac setups"  
[X Link](https://x.com/hhhypergrowth/status/1667264729683841042)  2023-06-09T20:17Z 55K followers, [--] engagements


"Its focus is on giving you a hyper realistic infinite private spacial workspace. It is going up against other high-end XR devices that cost $3-6K not consumer-grade VR for $300-500 with vision of a cartoon social Metaverse. Piece is of interest to $AAPL $U $META $MSFT $GOOG"  
[X Link](https://x.com/hhhypergrowth/status/1667264731407699975)  2023-06-09T20:17Z 54.9K followers, [--] engagements


"Plus just spotted this take on the $META implications by @MarceloPLima : Love the reference to ambient computing in the Vision Pros eye/hand controls. https://www.memosbyhh.com/apple-vision-pro-is-this-metas-iphone-moment/ref=memos-by-heller-house-newsletter# https://www.memosbyhh.com/apple-vision-pro-is-this-metas-iphone-moment/ref=memos-by-heller-house-newsletter#"  
[X Link](https://x.com/hhhypergrowth/status/1667275901669629953)  2023-06-09T21:02Z 54.3K followers, [----] engagements


"Cloudflare $NET has Speed Week next week. Dammit I havet even caught up on Developer Week yet slow down. Only seven days to go until @Cloudflare's [----] Speed Week gets underway. Make sure to follow the blog and social media accounts for all of the weeks news and join us live on Cloudflare TV each day for a live discussion of the days announcements. https://t.co/yviE8Rl64U Only seven days to go until @Cloudflare's [----] Speed Week gets underway. Make sure to follow the blog and social media accounts for all of the weeks news and join us live on Cloudflare TV each day for a live discussion of"  
[X Link](https://x.com/hhhypergrowth/status/1668429374972997633)  2023-06-13T01:25Z 54.3K followers, 10.9K engagements


"Datadog $DDOG DASH conf has normally been run in late Oct moved up 2.5mo this yr to early Aug"  
[X Link](https://x.com/hhhypergrowth/status/1671337011339206656)  2023-06-21T02:01Z 55K followers, 12.2K engagements


"Databricks is front running their coming Data+AI conf next week with some announcements Lakehouse Apps which sounds exactly like $SNOW Snowflakes pending Native Apps"  
[X Link](https://x.com/hhhypergrowth/status/1671337782503940101)  2023-06-21T02:03Z 54.9K followers, 15.7K engagements


"Plus announced new data sharing partners in their Lakehouse including $NET Cloudflare"  
[X Link](https://x.com/hhhypergrowth/status/1671338278199390209)  2023-06-21T02:09Z 55K followers, [----] engagements


"Just out in premium - a look at how $SNOW Snowflake and Databricks are colliding and what to expect from their dueling Summits next week. More coverage of Snowflake Summit and Data + AI Summit next week"  
[X Link](https://x.com/hhhypergrowth/status/1672332048776798208)  2023-06-23T20:03Z 55K followers, 14.8K engagements


"Ill be following the $SNOW Snowflake and Databricks announcements all this week in premium"  
[X Link](https://x.com/hhhypergrowth/status/1673532531549913089)  2023-06-27T03:23Z 55K followers, [----] engagements


"Two very different approaches emerged from $SNOW Snowflake and Databricks yesterday to allow enterprise customers to build and deploy custom LLMs directly within their data lakehouse platforms"  
[X Link](https://x.com/hhhypergrowth/status/1673706431931981825)  2023-06-27T14:59Z 55K followers, 17K engagements


"Today on the free side is a long long walk through The Modern Data Stack. Data lakehouses from $SNOW Snowflake Databricks and the hyperscalers $AMZN $GOOG $MSFT are becoming the beating heart of an organization - with its own growing ecosystem of components"  
[X Link](https://x.com/hhhypergrowth/status/1674893880695635969)  2023-06-30T21:33Z 54.6K followers, 37.4K engagements


"New Relic $NEWR up 13% today on a PE buyout . observability competitor to Datadog $DDOG Splunk $SPLK and Dynatrace $DT"  
[X Link](https://x.com/hhhypergrowth/status/1686114516407382018)  2023-07-31T20:40Z 55.1K followers, 13.9K engagements


"Today in premium - a detailed look a $MSFT Microsoft's moves across its next-gen security product lines which touches SIEM EDR/XDR CASB CNAPP IoT and now its recent forays into Security Copilot and SSE (SWG & ZTNA)"  
[X Link](https://x.com/hhhypergrowth/status/1686119924178071552)  2023-07-31T21:01Z 54.9K followers, [----] engagements


"Catch up on Microsoft's shifts rebrands and product revamps over the past 2-3 years. Helpful if you follow next-gen security competitors like $CRWD $PANW $ZS $S $NET $HCP $OKTA $DDOG $SPLK $ESTC and others"  
[X Link](https://x.com/hhhypergrowth/status/1686119925306241025)  2023-07-31T21:01Z 55K followers, [----] engagements


"First news from Datadog $DDOG Dash new end-to-end AI Stack Observability solution"  
[X Link](https://x.com/hhhypergrowth/status/1687151315745439744)  2023-08-03T17:19Z 54.5K followers, [----] engagements


"Next out of Datadog $DDOG Dash is BitsAI a new AI chat assistant that sits over a customer's data across Datadog platform to help DevOps. It's powered by Open AI who is also a customer"  
[X Link](https://x.com/hhhypergrowth/status/1687171883240722432)  2023-08-03T18:41Z 54.9K followers, [----] engagements


"Looks like a stronger offering than $SPLK and $DT announcements of late in that it can "speak" to your integrated infra not only over your Datadog data but over real-time lookups (existing integrations). It also persists chat sessions between Datadog web mobile app and Slack"  
[X Link](https://x.com/hhhypergrowth/status/1687171884448673793)  2023-08-03T18:41Z 55K followers, [---] engagements


"All the new announcements out of Datadog $DDOG Dash with AI infused throughout. Beyond the AI/LLM observability and DevOps chat assistant (AI) I already discussed"  
[X Link](https://x.com/hhhypergrowth/status/1687192308913938432)  2023-08-03T20:02Z 54.6K followers, 11.8K engagements


"Fortinet $FTNT -15% other security stocks dropping afterhrs like $ZS $NET $CRWD $S $PANW"  
[X Link](https://x.com/hhhypergrowth/status/1687195412262965257)  2023-08-03T20:15Z 54.5K followers, 39.7K engagements


"Amazon $AMZN +6% afterhrs driving gains in $DDOG $GTLB $SNOW $MDB"  
[X Link](https://x.com/hhhypergrowth/status/1687195837083045892)  2023-08-03T20:16Z 54.9K followers, [----] engagements


"@IggyKap $PANW not immune and has its share of discovered vulns. tho that $FTNT exploit was a doozy"  
[X Link](https://x.com/hhhypergrowth/status/1687200616630935553)  2023-08-03T20:35Z 54.9K followers, [--] engagements


"MongoDB $MDB has been the most expensive SaaS for the past [--] weeks per @jaminball commentary in Clouded Judgement finally overtaking Snowflake $SNOW"  
[X Link](https://x.com/hhhypergrowth/status/1687611436468518913)  2023-08-04T23:48Z 54.5K followers, 16.3K engagements


"Palantir $PLTR is the AI darling hitting reality. Revenue grew +1.5% seq Commercial rev shrank seq"  
[X Link](https://x.com/hhhypergrowth/status/1688644669456973824)  2023-08-07T20:13Z 54.9K followers, 30.8K engagements


"On the eve of their next earnings call I wrote about the products that launched at Datadogs $DDOG Dash conf last week"  
[X Link](https://x.com/hhhypergrowth/status/1688695857103716352)  2023-08-07T23:37Z 54.9K followers, [--] engagements


"looks like the getting tickets for Kylie Minogue's residency in Vegas is killing Cloudflare's Waiting Room ticket queue $NET"  
[X Link](https://x.com/hhhypergrowth/status/1689401726028136449)  2023-08-09T22:22Z 54.9K followers, 13.3K engagements


"Today in premium a platform dive into Samsara $IOT and its Connected Operations Cloud. Went out late as I had too much to say so I split it in two. So part [--] coming soon on recent execution and growth factors"  
[X Link](https://x.com/hhhypergrowth/status/1692645689589641236)  2023-08-18T21:12Z 55K followers, [----] engagements


"What is $PANW gonna say on their friday night surprise Lets tune in"  
[X Link](https://x.com/hhhypergrowth/status/1692646458355339438)  2023-08-18T21:15Z 54.9K followers, 11.8K engagements


"@InvestiAnalyst Do tell"  
[X Link](https://x.com/hhhypergrowth/status/1692647559280337111)  2023-08-18T21:20Z 54.3K followers, [----] engagements


"@benitoz @dylan522p it's a lotta moolah"  
[X Link](https://x.com/hhhypergrowth/status/1694574456880914743)  2023-08-24T04:56Z 55K followers, [--] engagements


"Let's sum up the range of AI-driven near-term effects shall we Palantir $PLTR grew revenue +1.5% QoQ. . lots of other companies in between . NVIDIA $NVDA grew revenue +88% QoQ"  
[X Link](https://x.com/hhhypergrowth/status/1694717387805950290)  2023-08-24T14:24Z 54.9K followers, [--] engagements


"Today in premium a walk through Snowflake $SNOW Q2 results along with tidbits from their IR briefing in late June. Coming soon a look at $NVDA Nvidias results and part [--] on Samara $IOT before its earnings next week"  
[X Link](https://x.com/hhhypergrowth/status/1695148433437299177)  2023-08-25T18:57Z 54.9K followers, [----] engagements


"Hints of a new db product for Birthday Week $NET"  
[X Link](https://x.com/hhhypergrowth/status/1696967563761115172)  2023-08-30T19:26Z 54.9K followers, 10.5K engagements


"@nickgraynews How did i end up on the bidet side of twitter"  
[X Link](https://x.com/hhhypergrowth/status/1697046682116980745)  2023-08-31T00:40Z 54.9K followers, [----] engagements


"Holy crap $AMZN and $SHOP have really come full circle"  
[X Link](https://x.com/hhhypergrowth/status/1697047114038079829)  2023-08-31T00:42Z 55K followers, 13.9K engagements


"@JonahLupton wow them over a Celcius date.then hook them with the crocs on the way home. and seal the deal with the late night pb/fluffs"  
[X Link](https://x.com/hhhypergrowth/status/1697056679714541715)  2023-08-31T01:20Z 55K followers, [----] engagements


"Dear @Support . it really sucks when you write a multi-tweet thread in the web app then delete an extra tweet in the middle of the thread that you don't need then have THE WEBPAGE CRASH losing the entire draft. just verified it happens on both Mac Chrome and Safari"  
[X Link](https://x.com/hhhypergrowth/status/1697058369624829981)  2023-08-31T01:26Z 54.9K followers, [----] engagements


"Trade Desk $TTD in a real pickle after their founding CTO departs their the exec team and board"  
[X Link](https://x.com/hhhypergrowth/status/1697060112047730698)  2023-08-31T01:33Z 54.9K followers, [----] engagements


"Didnt wrap up my premium writeup on time covering Klaviyo (expected to be $KVYO) pending IPO and competitor Blaze $BLZE will send Monday morn"  
[X Link](https://x.com/hhhypergrowth/status/1700277207602520423)  2023-09-08T22:37Z 54.6K followers, [----] engagements


"Didnt wrap up my premium writeup on time covering Klaviyo (expected to be $KVYO) pending IPO and competitor Braze $BRZE will send Monday morn"  
[X Link](https://x.com/hhhypergrowth/status/1700281338719313965)  2023-09-08T22:53Z 54.5K followers, [----] engagements


"Today in premium a look a Klaviyo $KVYO through the lens of a few competitors like Braze $BRZE and HubSpot $HUBS and partners like Shopify $SHOP. Marketing operations meets Customer Data Platform (CDP) and I expect growth from several directions from there"  
[X Link](https://x.com/hhhypergrowth/status/1701249334077956452)  2023-09-11T15:00Z 54.5K followers, [----] engagements


"@LibertyRPF The kid will be [--] by then"  
[X Link](https://x.com/hhhypergrowth/status/1701445276815224889)  2023-09-12T03:58Z 54.9K followers, [----] engagements


"Everthing is peachy in Vegas. A couple of cybersecurity & data theft attacks is causing mayhem"  
[X Link](https://x.com/hhhypergrowth/status/1702348981752193040)  2023-09-14T15:50Z 54.9K followers, [----] engagements


"Cyberattack on MGM took out a few systems causing them to shut everything down across their [--] resorts (from front desk to restaurant res to loyalty cards) for [--] days now"  
[X Link](https://x.com/hhhypergrowth/status/1702348987175506016)  2023-09-14T15:50Z 55K followers, [---] engagements


"Looks like the same attacker"  
[X Link](https://x.com/hhhypergrowth/status/1702349004896411836)  2023-09-14T15:50Z 54.9K followers, [----] engagements


"So yet another moment for big global corps to learn to use endpoint protection (EDR/XDR) and especially Zero Trust access to internal resources. $ZS $NET $CRWD $S $PANW"  
[X Link](https://x.com/hhhypergrowth/status/1702349009115927011)  2023-09-14T15:50Z 55K followers, [----] engagements


"An employee gave an Okta MFA code to attacker who was using a deep-faked voice from IT staff. Had knowledge of the org internals when the empl started to balk. Then bad design at Google Auth let the attacker have access to all the user's MFA codes giving them access to VPN"  
[X Link](https://x.com/hhhypergrowth/status/1702367305395507374)  2023-09-14T17:02Z 54.9K followers, [----] engagements


"Again cloud-native companies should use Zero Trust and validate user + device via IAM/XDR. MFA alone is not enough. especially via unsecure & spoofable SMS $ZS $OKTA $CRWD"  
[X Link](https://x.com/hhhypergrowth/status/1702367306662174842)  2023-09-14T17:02Z 54.9K followers, [----] engagements


"Databricks reported fresh funding round (Series I) at a $43B valuation including new investments from Nvidia $NVDA and Capital One. PR states a $1.5b run rate growing +50%"  
[X Link](https://x.com/hhhypergrowth/status/1702387485282644209)  2023-09-14T18:22Z 55K followers, 15.3K engagements


"Intuit is coming for Bill $BILL on bill pay in the fast line so why not just cut off Bills API for Intuits own customers"  
[X Link](https://x.com/hhhypergrowth/status/1702455841897451692)  2023-09-14T22:54Z 55.1K followers, 15.3K engagements


"So far in [----] Premium service has been talking about hyperscaler AI platforms Samsara digitizing physical ops Microsofts security shifts dueling data clouds from Snowflake and Databricks rise of Security AIs and Klaviyo IPO"  
[X Link](https://x.com/hhhypergrowth/status/1702705642320888167)  2023-09-15T15:27Z 55K followers, [----] engagements


"Over next few weeks covering Google Cloud Next cybersec earning recap all the knives out for Snowflake Nvidias cloud moves Databricks platform hyperscaler AI moves Cloudflares Birthday Week MongoDB Elastic GitLab Aehr and more"  
[X Link](https://x.com/hhhypergrowth/status/1702705645361746429)  2023-09-15T15:27Z 55K followers, [---] engagements


"If you are a saavy generalist that wants more knowledge about software company platforms and moves come see Premium. $NVDA $SNOW $IOT $KVYO $NET $GOOG $MSFT $AMZN $DDOG $CRWD $S $ZS $PANW $AEHR $GTLB $CFLT $MDB $ESTC"  
[X Link](https://x.com/hhhypergrowth/status/1702705646678790561)  2023-09-15T15:27Z 55K followers, [----] engagements


"@sv_techie @OrbitHigher Amazed they are still doing priv rounds"  
[X Link](https://x.com/hhhypergrowth/status/1702718578368094668)  2023-09-15T16:18Z 54.9K followers, [---] engagements


"Microsoft $MSFT that paragon of modern cloud security recently learned that they exposed 38PB of internal employee backup data. Issue was discovered by next-gen cloud sec startup Wiz"  
[X Link](https://x.com/hhhypergrowth/status/1704191689315758080)  2023-09-19T17:52Z 55K followers, 13.5K engagements


"Todays reminder to get a CSPM from $ZS $CRWD $NET one that is not named Microsoft Defender for Cloud. Dont hire the hen oversee the henhouse they cant even secure their own posture much less yours"  
[X Link](https://x.com/hhhypergrowth/status/1704191691253494151)  2023-09-19T17:52Z 54.4K followers, [----] engagements


"@j_deg25 @IvanaSpear moving to where Palo Alto $PANW is going"  
[X Link](https://x.com/hhhypergrowth/status/1704602207981588891)  2023-09-20T21:03Z 54.9K followers, [--] engagements


"IPOs this week had a LOT of excitement that dissipated and reversed in the days since. Klaviyo $KVYO IPO'd today immediately shot +20% ended up +9%. Instacart $CART and ARM $ARM are both back to initial IPO price"  
[X Link](https://x.com/hhhypergrowth/status/1704604642875691432)  2023-09-20T21:13Z 55.1K followers, [----] engagements


"@FrankYanWang Yes i wrote it $KVYO in my premium service"  
[X Link](https://x.com/hhhypergrowth/status/1704606501472550942)  2023-09-20T21:20Z 54.9K followers, [---] engagements


"Coming this week in premium a look at the announcements from Google $GOOG Next across AI/ML data & analytics devops and security. Of interest to hyperscalers $AMZN $MSFT partners $GTLB $AYX $MDB data platforms $SNOW and Databricks SSE $NET $ZS and CNAPP $PANW $CRWD"  
[X Link](https://x.com/hhhypergrowth/status/1704911581249777744)  2023-09-21T17:32Z 54.9K followers, [----] engagements


"@thogge Observability and security over cloud and on-prem infra and app stacks"  
[X Link](https://x.com/hhhypergrowth/status/1704912179701375036)  2023-09-21T17:35Z 54.9K followers, [--] engagements


"@TikTokInvestors god damn it's so easy. just 10x it in 3mo then 4x leverage in RE"  
[X Link](https://x.com/hhhypergrowth/status/1704913899668082988)  2023-09-21T17:42Z 54.9K followers, [----] engagements


"Salesforce $CRM announced new "bring your own lake" integrations at its Dreamscape event this month to allow customers to tie sales data into organizational data in data lakehouses without ETL (zero-ETL). They announced new partnerships with several cloud lakehouses including Snowflake $SNOW Databricks $GOOG GCP BigQuery and $AMZN AWS Redshift. . $MSFT Azure Synapse is the odd man out likely since they are a competitor w/ Dynamics [---]. Each will be a bidirectional interface to eventually allow "data sharing" to direct access to Salesforce data from queries in Snowflake BigQuery Redshift and"  
[X Link](https://x.com/hhhypergrowth/status/1704972044847190255)  2023-09-21T21:33Z 54.9K followers, [----] engagements


"In response to their hack and ongoing system shutdown MGM is saying . let's hire a bunch of temporary IT guys to swoop in and redo our entire IT stack in [--] weeks Sounds like a recipe for glaring holes for future hacks. This co needs a new CISO ASAP"  
[X Link](https://x.com/hhhypergrowth/status/1705614344438911470)  2023-09-23T16:05Z 54.9K followers, [----] engagements


"Anthropic's Claude AI just told me that Anthropic made GPT-3.5 and didn't list Claude or Claude [--] in the list"  
[X Link](https://x.com/hhhypergrowth/status/1706385814941323409)  2023-09-25T19:10Z 54.3K followers, [----] engagements


"Battle lines are being drawn across the hyperscalers in Generative AI. Google $GOOG + its own PaLM/Gemini Microsoft $MSFT + Open AI Amazon $AMZN + Anthropic + its own Titan"  
[X Link](https://x.com/hhhypergrowth/status/1706398118298685950)  2023-09-25T19:59Z 54.9K followers, [--] engagements


"Today's news is that hyperscaler AWS $AMZN invested $1.25B (to $4B max) in Anthropic maker of Claude -- an LLM that competes with Open AI's GPT-4 Google PaLM [--] Meta Llama [--] & a number of open-src and startup engines"  
[X Link](https://x.com/hhhypergrowth/status/1706398119523430503)  2023-09-25T19:59Z 54.9K followers, [--] engagements


"AWS becomes Anthropic's preferred cloud and pushes them into AWS's custom AI silicon. This after Google just announced at Next conference how a number of new engines were added to Vertex to give other LLM options beyond their PaLM which included Llama [--] and Claude 2"  
[X Link](https://x.com/hhhypergrowth/status/1706398120827896061)  2023-09-25T19:59Z 55K followers, [----] engagements


"Anthropic's prior Series C round in May saw investments from Google Salesforce and Zoom. Press at time said that Google invested $300M for 10% stake. So Claude [--] will soon be available on GCP's Vertex AI platform but the bulk of their AI training/use is moving to AWS"  
[X Link](https://x.com/hhhypergrowth/status/1706398121993855321)  2023-09-25T19:59Z 54.9K followers, [----] engagements


"Happy 13th birthday to @Cloudflare $NET and founders @eastdakota and @zatlyn. Days of interest for Birthday Week this week are Wednesday for AI day (inference at edge) and Thursday for what I think is Workers day w/ a new database product. "  
[X Link](https://x.com/hhhypergrowth/status/1706410662258159914)  2023-09-25T20:49Z 54.9K followers, [--] engagements


"Google is shutting down its collab whiteboard app Jamboard at the end of the year which includes them thoughtfully *bricking* the associated hardware (smart whiteboards). This is off the heels of them selling their Domain Registry services to Squarespace back in June - and not telling their users Google just keeps reinforcing they cant be trusted to keep their offshoot business and consumer products in place. Any user that heavily used Google Reader Google+ and Google Wave can attest. But at least these were products that can be replaced But this all signals that Google is ready to discard"  
[X Link](https://x.com/hhhypergrowth/status/1709248969912545296)  2023-10-03T16:48Z 54.9K followers, 11.3K engagements


"I was going to include Google Glass their move into smart AR glasses but that is more understandable. They tried to carve a new hardware direction and it didnt catch on. (A bit ahead of its time as Meta/Rayband are now going full bore in that direction.)"  
[X Link](https://x.com/hhhypergrowth/status/1709261259634278831)  2023-10-03T17:36Z 54.9K followers, [----] engagements


"HAPPY CYBER SECURITY MONTH. coming soon in Premium: * news and earnings from security players $CRWD $ZS $PANW and $S including Zenith and Fal.con * obsv/security rollups like Splunk $SPLK acq by $CSCO and PE takeouts of $NEWR and $SUMO of interest to $DDOG $DT $CFLT"  
[X Link](https://x.com/hhhypergrowth/status/1710020365936681427)  2023-10-05T19:53Z 53.8K followers, [----] engagements


"coming up this week in premium -- a look at $NET Cloudflare's Birthday Week and moves in AI at the edge. will be interesting to see how the "connective cloud" and AI at the edge evolve. coming soon: hyperscalers and "big AI" moves $NVDA $GOOG $MSFT $AMZN"  
[X Link](https://x.com/hhhypergrowth/status/1710021456917106980)  2023-10-05T19:57Z 54.9K followers, 10.4K engagements


"@lalkaka @NotionHQ OBSESSED w/ OBSIDIAN. Markdown Knowledge graph Amazing. Mac app w/ iPhone app if desired"  
[X Link](https://x.com/hhhypergrowth/status/1710130099410894990)  2023-10-06T03:09Z 55.1K followers, [--] engagements


"@JonahLupton I don't know what you are talking about"  
[X Link](https://x.com/hhhypergrowth/status/1710130270022541489)  2023-10-06T03:10Z 55K followers, [----] engagements


"Microsoft Azure $MSFT to debut its custom silicon for AI this coming Ignite conf in November. They are way way behind $NVDA much less $AMZN and $GOOG. Seems unlikely to put a dent in any of them for at least a few years. But a necessary long-term move"  
[X Link](https://x.com/hhhypergrowth/status/1710392706667512209)  2023-10-06T20:32Z 54.9K followers, 12.6K engagements


"Security stocks up nicely. MGM admitted $100M loss from their breach much less the ill will from customer disruptions and stolen PII. Cybersecurity it pays for itself $ZS $NET $PANW $CRWD $S"  
[X Link](https://x.com/hhhypergrowth/status/1710427439128592472)  2023-10-06T22:50Z 54.9K followers, 13.5K engagements


"@ttril22 Ok them too even tho they really bungled that major acquisition"  
[X Link](https://x.com/hhhypergrowth/status/1710501791614288302)  2023-10-07T03:46Z 54.3K followers, [---] engagements


"@AlexKarpsHair Alex Karp does have some astounding hair"  
[X Link](https://x.com/hhhypergrowth/status/1710505444773347438)  2023-10-07T04:00Z 54.9K followers, [--] engagements


"Market doesnt seem to click that $DDOG is a security stock too. App stack security CNAPP and new cloud SIEM. #CybersecurityAwarenessMonth"  
[X Link](https://x.com/hhhypergrowth/status/1711397940189626481)  2023-10-09T15:07Z 54.9K followers, [----] engagements


"October is Cybersecurity Awareness month which has been thrust back into the spotlight from recent high profile breaches and geopolitical events. $ZS $PANW $NET $DDOG $CRWD $CSCO $SPLK $S $OKTA $MSFT $GOOG #CybersecurityAwarenessMonth MGM stated its recent breach cost it $100M and untold customer ill will and disruption to operations. How many years of better next-gen security does that cover Nation-state attacks attempt to drive chaos and harm by attacking critical infra in western govs. Russia China North Korea and Iran all have ongoing multi-year campaigns of breach and exploitation."  
[X Link](https://x.com/hhhypergrowth/status/1711398052777308432)  2023-10-09T15:07Z 54.7K followers, 13K engagements


"@JonahLupton have you seen that Microsoft will be offering this chip to systems builders like Supermicro AWS and Google don't do that w/ their custom silicon they only offer it in the cloud services. the rumor in the The Information article only mentioned Azure data centers"  
[X Link](https://x.com/hhhypergrowth/status/1711571712951660553)  2023-10-10T02:37Z 54.9K followers, [----] engagements


"Atlassian $TEAM picks up app Loom for video/screenshare snippits. Positioning it as a team tool for messaging but pretty outside their core team SaaS platform. Today @loom is joining @Atlassian. We have entered a definitive agreement for Atlassian to acquire Loom for $975m. And we are insanely hyped. Today @loom is joining @Atlassian. We have entered a definitive agreement for Atlassian to acquire Loom for $975m. And we are insanely hyped"  
[X Link](https://x.com/hhhypergrowth/status/1712847404263936201)  2023-10-13T15:06Z 55K followers, [----] engagements


"If the new guy increases the hotdog price therell be hell to pay. $COST"  
[X Link](https://x.com/hhhypergrowth/status/1714789989043650623)  2023-10-18T23:46Z 55K followers, [----] engagements


"Databricks acquired Arcion for $100M a database replication platform. Arcion provided CDC-as-a-service (change data replication) to stream live changes out of a database into another a good way to get transactional data into a data warehouse. $SNOW"  
[X Link](https://x.com/hhhypergrowth/status/1716481848065372219)  2023-10-23T15:48Z 55K followers, [----] engagements


"Billcom $BILL down after Bloomberg story hints that an acquisition of Melio Payments is in the works. Melio seems like Inv2go (invoicing and mobile app) with broader Bill features (AR bill pay accountant UI)"  
[X Link](https://x.com/hhhypergrowth/status/1722605882213531710)  2023-11-09T13:23Z 55K followers, 17.1K engagements


"@7amahanti AI will save us Now he can punt the rest further down the road"  
[X Link](https://x.com/hhhypergrowth/status/1723145286573310160)  2023-11-11T01:07Z 55K followers, [---] engagements


"Such a conundrum. Read @morganhousel or snorkel"  
[X Link](https://x.com/hhhypergrowth/status/1723346682069352694)  2023-11-11T14:27Z 55K followers, 24.6K engagements


"This feels more meaningful after $DDOG earnings"  
[X Link](https://x.com/hhhypergrowth/status/1723349146063475051)  2023-11-11T14:37Z 55K followers, 16.9K engagements


"They have solutions for vehicle telematics video-based safety driver workflows equip monitoring and site viz over distributed physical operations. They provide this via a cloud platform and mobile app over data provided by their own IoT hardware stack and integrations"  
[X Link](https://x.com/hhhypergrowth/status/1729594893729714391)  2023-11-28T20:15Z 55K followers, [---] engagements


"Besides their own custom IoT hardware they work with 3rd party cameras as well as integrate with a variety of partner data including 3rd party apps data warehouses and OEM data from fleet & heavy equip providers like GM Ford Caterpillar John Deere Volvo and Intl"  
[X Link](https://x.com/hhhypergrowth/status/1729594895147393426)  2023-11-28T20:15Z 55K followers, [---] engagements


"Okta $OKTA released its earnings premarket (earlier than expected) on news last night that its recent hack was worse than feared. Surprised it isnt down more after giving prelim growth for FY25 (a Q early) of only +10%"  
[X Link](https://x.com/hhhypergrowth/status/1729891410885615965)  2023-11-29T15:53Z 55K followers, 13.9K engagements


"Bloomberg scoop: They said the latest incident impacted 1% of custs. Now it is bigger than they thought and are pulling in a 3rd party forensics"  
[X Link](https://x.com/hhhypergrowth/status/1729891412953493623)  2023-11-29T15:53Z 55K followers, [----] engagements


"The hack impact is not that bad in isolation but YET AGAIN Okta is slow to detect it then undersells breach and its impact only to eat crow later. Their security org is being run by lawyers not the CISO. They need an overhaul"  
[X Link](https://x.com/hhhypergrowth/status/1729891414522143100)  2023-11-29T15:53Z 55K followers, [----] engagements


"Palo Alto $PANW expands their CNAPP to secure over connected 3rd party tools in MS365 and Google Workspaces. Zscaler $ZS added this earlier this year with their acquisition of Canonic in Feb-23"  
[X Link](https://x.com/hhhypergrowth/status/1730311254479122604)  2023-11-30T19:42Z 55K followers, [----] engagements


"UIPath $PATH and Samsara $IOT both up 12% afterhrs on earnings"  
[X Link](https://x.com/hhhypergrowth/status/1730359353155211302)  2023-11-30T22:53Z 55K followers, [----] engagements


"@LISAkaur_stocks well if one thinks that Okta should be growing more like CRWD/ZS in the upper 30%s then yes custs do care"  
[X Link](https://x.com/hhhypergrowth/status/1730390981646631293)  2023-12-01T00:58Z 55K followers, [---] engagements


"This song goes out to you @Okta"  
[X Link](https://x.com/hhhypergrowth/status/1730427446778863918)  2023-12-01T03:23Z 55K followers, [----] engagements


"But next time @Samsara Unity $U does not deserve to be on that list an acquisitive company that merged w/ ironSource a year ago . and per earnings a month ago is growing all of 8% pro-forma"  
[X Link](https://x.com/hhhypergrowth/status/1731079600313102376)  2023-12-02T22:35Z 55K followers, [----] engagements


"Last week in premium a look at Zscaler $ZS results and the announcements out of Zenith. Tomorrow a look at Samsara $IOT earnings. Soon more on announcements and earnings from Snowflake $SNOW and CrowdStrike $CRWD"  
[X Link](https://x.com/hhhypergrowth/status/1731798076124193008)  2023-12-04T22:10Z 55K followers, [----] engagements


"Bill $BILL breathing a sigh of relief as they are not a shoebox of receipts. $INTU CEO is now saying competition is with Google Sheets Word docs shoe boxes with receipts 🤦♂ https://t.co/BRvtgn0bBC $INTU CEO is now saying competition is with Google Sheets Word docs shoe boxes with receipts 🤦♂ https://t.co/BRvtgn0bBC"  
[X Link](https://x.com/hhhypergrowth/status/1732242933464662352)  2023-12-06T03:37Z 55.1K followers, [----] engagements


"Okta $OKTA raising Auth0 prices 3x in lowest B2C tier (1000/$25 - 500/$35). Makes their unchanged higher tier (adding MFA) look better at 3x more expensive instead of 10x"  
[X Link](https://x.com/hhhypergrowth/status/1732789744021414084)  2023-12-07T15:50Z 54.9K followers, [----] engagements


"Today in premium: a look at Snowflake $SNOW Q3 results with some extra flare from the CFO at Barclays conf yesterday"  
[X Link](https://x.com/hhhypergrowth/status/1733235328507404540)  2023-12-08T21:21Z 55K followers, [----] engagements


"Snowflake $SNOW gets FedRAMP High auth which the CFO said was imminent"  
[X Link](https://x.com/hhhypergrowth/status/1734212049335472496)  2023-12-11T14:02Z 55K followers, 12.9K engagements


"Oracle $ORCL cloud IaaS growing 50% CCUR at $6.4 annualized run rate. Got a long way to go to catch up to top tier CSPs but aint nothing to sneeze at"  
[X Link](https://x.com/hhhypergrowth/status/1734336175576629444)  2023-12-11T22:15Z 55K followers, [----] engagements


"lots of incorrect freakouts on Klaviyo $KVYO today. Shopify $SHOP did NOT "4x" their stake to 44%. the one thing they have done since IPO is *exercise vested warrants* into shares (of 15M warrants). their stake is still around the 11.6% it was at on IPO day. Shopify 4x'd their stake in Klaviyo to 44%. This is a massive control position. Very likely they will buyout Klaviyo in Q1 👀 $SHOP $KVYO Shopify 4x'd their stake in Klaviyo to 44%. This is a massive control position. Very likely they will buyout Klaviyo in Q1 👀 $SHOP $KVYO"  
[X Link](https://x.com/hhhypergrowth/status/1734650398856605861)  2023-12-12T19:04Z 54.7K followers, 29.8K engagements


"they had 28.9M shares (11.6%) at IPO overall from Class B and warrants (plus option to buy 15.7M shares at $88). those are all being converted to Class A shares (aka the open market) as they exercised vested warrants in Sept/Oct -- and will do again in Jan"  
[X Link](https://x.com/hhhypergrowth/status/1734650400349819014)  2023-12-12T19:04Z 55K followers, [---] engagements


"not sure where Shopify is getting 44% . but this was showing them as having 29M shares of Series A. this is CLEARLY INFLATED from the fact that there hasn't been much conversion yet of Series B to Series A. last 10-Q says 37M of Series A in Oct-23 vs 221M Series B"  
[X Link](https://x.com/hhhypergrowth/status/1734650401410978051)  2023-12-12T19:04Z 54.4K followers, [----] engagements


"@papadox11 @sv_techie 44% of SERIES A . there are 37M Series A + 221M Series B shares"  
[X Link](https://x.com/hhhypergrowth/status/1734651056435409152)  2023-12-12T19:06Z 55K followers, [--] engagements


"GM $GM starting to drop iOS Carplay & Android Auto in new models so it can move customers onto its new "Ultifi" entertainment where it can ultimately force those customers with a new subscription. . errr sorry I meant because they are "unsafe""  
[X Link](https://x.com/hhhypergrowth/status/1734753556668834119)  2023-12-13T01:54Z 55K followers, [----] engagements


"Microsoft $MSFT say its new Phi-2 model is 1/2 the params of Mistral 7B but scores the same or better esp in math and reasoning"  
[X Link](https://x.com/hhhypergrowth/status/1734763264079200434)  2023-12-13T02:32Z 55K followers, [----] engagements


"Etsy $ETSY replaced CMO with a new artisanal hand-crafted exec role"  
[X Link](https://x.com/hhhypergrowth/status/1734995018383761475)  2023-12-13T17:53Z 55K followers, [----] engagements


"I am gonna PaaS on this new Gartner MQ category"  
[X Link](https://x.com/hhhypergrowth/status/1734995627153518832)  2023-12-13T17:56Z 55K followers, [----] engagements


"BREAKING NEWS: Bill $BILL finally adds a few new features to the Divvy platform they acquired 2.5y ago"  
[X Link](https://x.com/hhhypergrowth/status/1735000755428356296)  2023-12-13T18:16Z 55K followers, [----] engagements


"Meanwhile private competitor Ramp ships a new feature every [--] days including new procurement and vendor mgmt modules new payment rails and AI backed features"  
[X Link](https://x.com/hhhypergrowth/status/1735000757416452523)  2023-12-13T18:16Z 54.9K followers, [----] engagements


"Bill $BILL moves so slow even the lumbering giant of Intuit (Quickbooks) is catching up"  
[X Link](https://x.com/anyuser/status/1735000758930600256)  2023-12-13T18:16Z [--] followers, [----] engagements


"Chances that a standalone Carbon Black (out of VMware) gets rolled up by a PE firm: 💯 $CRWD and $S are not sweating"  
[X Link](https://x.com/hhhypergrowth/status/1735001673074966703)  2023-12-13T18:20Z 54.9K followers, [----] engagements


"Sounds like DataStax (makers of Cassandra db an open source NoSQL columnar db) is fighting for relevance as a vector db against $MDB $ESTC and others"  
[X Link](https://x.com/hhhypergrowth/status/1735197387407130788)  2023-12-14T07:17Z 54.9K followers, [----] engagements


"@convequity How is open core relevant to Unity A mass acquirer that keeps tinkering with ways to up its take"  
[X Link](https://x.com/hhhypergrowth/status/1735330629384880349)  2023-12-14T16:07Z 55K followers, [---] engagements


"Today in premium I look at the Snowflake $SNOW announcements in AI/ML/LLM from Snowday in November and break out all the new capabilities. Part [--] coming that wraps all their AI and app development moves together"  
[X Link](https://x.com/hhhypergrowth/status/1735785709586309462)  2023-12-15T22:15Z 55K followers, [----] engagements


"But enough about AI. This was my favorite part of the Snowflake $SNOW Snowday keynote. the intro shot of a sweet sweet powder day"  
[X Link](https://x.com/hhhypergrowth/status/1735785711398183295)  2023-12-15T22:15Z 55K followers, [----] engagements


"Zscaler $ZS released its Business Insights app to track SaaS app usage/costs and empl footprint over offices/locations. . This is their first IT product that is derived from them being the underlying network being used by employees/systems"  
[X Link](https://x.com/hhhypergrowth/status/1736885599322218990)  2023-12-18T23:06Z 54.9K followers, [----] engagements


"Alteryx $AYX getting taken privateby Clearlake and Insight for $4.4B ($48/share). Was bumpin [--] back in Feb/Mar. https://www.prnewswire.com/news-releases/alteryx-enters-into-definitive-agreement-to-be-acquired-by-clearlake-capital-group-and-insight-partners-for-4-4-billion-302017836.html https://www.prnewswire.com/news-releases/alteryx-enters-into-definitive-agreement-to-be-acquired-by-clearlake-capital-group-and-insight-partners-for-4-4-billion-302017836.html"  
[X Link](https://x.com/hhhypergrowth/status/1736983047709331887)  2023-12-19T05:33Z 54.7K followers, [----] engagements


"Market down but $KVYO up. I guess its my hedge now"  
[X Link](https://x.com/hhhypergrowth/status/1737580823086260553)  2023-12-20T21:08Z 54.7K followers, [----] engagements


"Lots of SSE platforms joining Zscaler $ZS and Skyhigh (formerly McAfee) at FedRAMP High. Netskope (private) approved today. Palo Alto $PANW still under review. No sign of Cloudflare $NET going High yet"  
[X Link](https://x.com/hhhypergrowth/status/1737668483549147365)  2023-12-21T02:57Z 54.9K followers, [----] engagements


"Today in premium: putting the pieces together for Snowflake $SNOW across data AI and app layers. Also a look at Neeva and Ponder and Streamlit acquires"  
[X Link](https://x.com/hhhypergrowth/status/1738335075794563129)  2023-12-22T23:05Z 54.9K followers, [----] engagements


"@JonahLupton @arrogant_cap @TikTokInvestors I like the guy finger pumping in the air as he chants along"  
[X Link](https://x.com/anyuser/status/1740585641895977167)  2023-12-29T04:08Z [--] followers, [---] engagements


"@JonahLupton @arrogant_cap @TikTokInvestors Oh shit i just noticed they are twins"  
[X Link](https://x.com/hhhypergrowth/status/1740585950974218292)  2023-12-29T04:10Z 54.9K followers, [---] engagements


"@buccocapital Some asshat keeps sending LinkedIn DMs every week for months that says my (software heavy) background makes me ideal to get into franchising"  
[X Link](https://x.com/hhhypergrowth/status/1742294228472889486)  2024-01-02T21:18Z 54.9K followers, [----] engagements


"SentinelOne $S acquires PingSafe to finally move more fully into CNAPP for features (CSPM IaC scan container sec) it should have already added. Trying to catch up to $CRWD and $PANW"  
[X Link](https://x.com/hhhypergrowth/status/1742655429308465192)  2024-01-03T21:13Z 54.9K followers, 11K engagements


"Today in premium a look at CrowdStrike $CRWD announcements from Fal.con including data lake & SIEM Charlotte AI Foundry and new modules. Impressive moves @CrowdStrike Relevant to $PANW $S $MSFT $GOOG $SPLK $CSCO $ZS and more"  
[X Link](https://x.com/hhhypergrowth/status/1743413402985177344)  2024-01-05T23:25Z 54.5K followers, [----] engagements


"@StockMarketNerd Are we getting the hole story"  
[X Link](https://x.com/anyuser/status/1743696167605608623)  2024-01-06T18:08Z [--] followers, [----] engagements


"Twilio $TWLO promotes new CEO from within as Jeff Lawson steps down and leaves board. New CEO was former CFO then COO then President"  
[X Link](https://x.com/hhhypergrowth/status/1744375567971971307)  2024-01-08T15:08Z 54.9K followers, 10.5K engagements


"PagerDuty $PD up 15% on PE buyout rumors"  
[X Link](https://x.com/hhhypergrowth/status/1745163940932231193)  2024-01-10T19:21Z 54.9K followers, [----] engagements


"@rak_garg @BainCapVC congrats"  
[X Link](https://x.com/hhhypergrowth/status/1745164425768640558)  2024-01-10T19:23Z 54.9K followers, [---] engagements


"If Apple $AAPL needs another board member I am available Cc @tim_cook"  
[X Link](https://x.com/hhhypergrowth/status/1745703280729047060)  2024-01-12T07:04Z 54.9K followers, [----] engagements


"Docusign $DOCU courting a PE buyout. Per Reuters:"  
[X Link](https://x.com/hhhypergrowth/status/1745830937936466175)  2024-01-12T15:31Z 54.9K followers, [----] engagements


"Today in premium: A look at $CRWD CrowdStrike's last 2Qs how it has been positioning itself and growth vectors from here. Also of interest to next-gen security competitors like $PANW $ZS $S $NET $DDOG $CSCO $SPLK $MSFT and $GOOG"  
[X Link](https://x.com/hhhypergrowth/status/1745898961716564081)  2024-01-12T20:02Z 54.5K followers, 15K engagements


"By the way $CRWD ended [----] up 142% after it overtook $PANW in the final lap. Huge interest in next-gen security names as the year ended"  
[X Link](https://x.com/anyuser/status/1745898964006609240)  2024-01-12T20:02Z [--] followers, [----] engagements


"I took a look at $OKTA Okta's messes in [----] who was involved in a number of related major security breaches (MGM Caesars). I also looked at new SEC regulations which likely propelled security names into year-end. Also of interest to $CRWD $ZS $S $PANW $MSFT and $NET. "  
[X Link](https://x.com/hhhypergrowth/status/1745905357128376425)  2024-01-12T20:27Z 54.5K followers, 12.8K engagements


"cc @CrowdStrike and @George_Kurtz"  
[X Link](https://x.com/hhhypergrowth/status/1745905752697426023)  2024-01-12T20:29Z 54.9K followers, [----] engagements


"as i am comparing [----] performance of baskets of stocks I am liking Koyfin most. thanks @KoyfinCharts what do you use for a good year end chart I took a look at $OKTA Okta's messes in [----] who was involved in a number of related major security breaches (MGM Caesars). I also looked at new SEC regulations which likely propelled security names into year-end. Also of interest to $CRWD $ZS $S $PANW $MSFT and $NET. . https://t.co/5w4YX5UqEh I took a look at $OKTA Okta's messes in [----] who was involved in a number of related major security breaches (MGM Caesars). I also looked at new SEC regulations"  
[X Link](https://x.com/hhhypergrowth/status/1745907263242379299)  2024-01-12T20:35Z 54.9K followers, [----] engagements


"Remember Skillz $SKLZ Did they change the world yet with that innovative monetization platform for mobile games Uhhh no"  
[X Link](https://x.com/hhhypergrowth/status/1746046127953052128)  2024-01-13T05:46Z 54.9K followers, 21.5K engagements


"@databricks @kashmirboy @Forbes psst i think you meant to tag"  
[X Link](https://x.com/hhhypergrowth/status/1746053200359145635)  2024-01-13T06:14Z 54.9K followers, [---] engagements


"Shit talking is getting 3x the likes and 10x the views than helpful content. Let that sink in"  
[X Link](https://x.com/hhhypergrowth/status/1746646142471790945)  2024-01-14T21:31Z 54.9K followers, 14.7K engagements


"Snyk acquired startup Helios for ASPM/APM over app stack containers. Area that Datadog $DDOG GitLab $GTLB and CrowdStrike $CRWD (via Bionic acq) are all moving into"  
[X Link](https://x.com/hhhypergrowth/status/1747327953413775672)  2024-01-16T18:40Z 54.8K followers, [----] engagements


"first shots in the wild of Apple Vision Pro from initial hands-on by select reviewers $AAPL Had my 4th demo of the Vision Pro this AM and Apple finally let us take a photo with it on. My first three demos (1 in June [--] in November [--] in December) were all with the Solo Knit Band and I really felt the weight of the face computer on my face. Today I tried the Dual https://t.co/DjyYknyme3 Had my 4th demo of the Vision Pro this AM and Apple finally let us take a photo with it on. My first three demos (1 in June [--] in November [--] in December) were all with the Solo Knit Band and I really felt the"  
[X Link](https://x.com/hhhypergrowth/status/1747509592664228161)  2024-01-17T06:42Z 55K followers, [----] engagements


"I have the feeling that the folks dismissing Apple Vision Pro so easily are being a bit myopic. It's too heavy (so are other VR sets and this is just the start) It's too expensive (just like Magic Leap and Hololens) $AAPL $META $MSFT"  
[X Link](https://x.com/hhhypergrowth/status/1747731997726847248)  2024-01-17T21:25Z 54.9K followers, [----] engagements


"Databricks prepping to let early empl sell shares in private market. perhaps a sign that IPO is not expected in [----] Partners/competitors (its fuzzy) $GOOG $MSFT $NVDA and $SNOW will just have to wait"  
[X Link](https://x.com/hhhypergrowth/status/1747753039266476108)  2024-01-17T22:49Z 54.8K followers, [----] engagements


"HHHYPERSPACE will focus mostly on the moves by big tech and startups across AI cloud AR/VR robotics autonomy IoT space and more. It will include short takes (akin to the curated bites from @LibertyRPF) and long takes (akin to @stratechery)"  
[X Link](https://x.com/hhhypergrowth/status/1748087150862594535)  2024-01-18T20:57Z 54.9K followers, [---] engagements


"HHHYPERSPACE will also have a public podcast coming soon Join me for the first post later tonight -- everything you need to know about Apple's new Vision Pro. $AAPL"  
[X Link](https://x.com/hhhypergrowth/status/1748087155807691175)  2024-01-18T20:57Z 54.9K followers, [----] engagements


"Big tech companies likely to be covered in HHHYPERSPACE include $AMZN $MSFT $META $AAPL $TSLA $GOOG and many more"  
[X Link](https://x.com/hhhypergrowth/status/1748088088709025924)  2024-01-18T21:00Z 54.9K followers, [----] engagements


"Todays free post: everything we learned about Apple Vision Pro at WWDC last June. $AAPL $META $MSFT $U"  
[X Link](https://x.com/hhhypergrowth/status/1748110509839360459)  2024-01-18T22:29Z 54.9K followers, [----] engagements


"A few things in seen in the Apple Store for the Vision Pro. $AAPL Apple Vision Pro does come with higher memory options than 256GB"  
[X Link](https://x.com/hhhypergrowth/status/1748334035628073436)  2024-01-19T13:18Z 54.9K followers, [----] engagements


"Samsara $IOT miffed that competitor Motive (KeepTruckin) repeatedly accessed their platform to copy their features. Then faked research showing them as better"  
[X Link](https://x.com/hhhypergrowth/status/1750206105827848221)  2024-01-24T17:17Z 54.9K followers, [----] engagements


"@Samsara brought the receipts and went public with it all in a big way: Seems a pattern for Motive. Omnitrac just sued them in December for patent infringement so they now in multiple entanglements over this"  
[X Link](https://x.com/hhhypergrowth/status/1750206109833388329)  2024-01-24T17:17Z 54.9K followers, [---] engagements


"Paypal $PYPL shocks the world with a one-click checkout process AI-driven personalized recommendations and cashback offers. Moving into $KVYO or $BRZE direction a bit with the recommendation platform & on receipts but otherwise a big yawn. https://www.prnewswire.com/news-releases/paypal-and-venmo-unveil-six-new-innovations-to-revolutionize-commerce-302044225.html https://www.prnewswire.com/news-releases/paypal-and-venmo-unveil-six-new-innovations-to-revolutionize-commerce-302044225.html"  
[X Link](https://x.com/hhhypergrowth/status/1750594625407221781)  2024-01-25T19:00Z 54.5K followers, [----] engagements


"The robots know how to get out now. Run This mobile robot is able to open doors drawers and fridges in the wild generalizing to scenes not seen during training time. The skills look less impressive than ALOHA but they're actually fully autonomous. Core idea is simple: do RL *at test time* use CLIP (or any https://t.co/V9E4vIYcRo This mobile robot is able to open doors drawers and fridges in the wild generalizing to scenes not seen during training time. The skills look less impressive than ALOHA but they're actually fully autonomous. Core idea is simple: do RL *at test time* use CLIP (or any"  
[X Link](https://x.com/hhhypergrowth/status/1751100697003561454)  2024-01-27T04:31Z 54.9K followers, [----] engagements


"Amer Sports $AS IPOed today Maker of sports & apparel brands like Solomon Atomic Wilson Arc'teryx"  
[X Link](https://x.com/hhhypergrowth/status/1753163605615181884)  2024-02-01T21:09Z 53.8K followers, [----] engagements


"@rkrishnakumar @fenomenooh @jaminball Microsoft Cloud has Azure O365 D365 and more (like Security). That is not this. Intelligent Cloud is the financial segment with servers and Azure but Azure isnt broken out beyond growth rate. Jamins #s are his estimate of this"  
[X Link](https://x.com/hhhypergrowth/status/1753208387989287196)  2024-02-02T00:07Z 54.9K followers, [---] engagements


"Happy Cloud Week to those who celebrate. Triple rare alignment with Groundhog & Vision Pro Day today. Hopefully we keep waking up like this. $MSFT $GOOG $AMZN $META $AAPL"  
[X Link](https://x.com/hhhypergrowth/status/1753445635250937866)  2024-02-02T15:49Z 54.9K followers, [----] engagements


"Today in premium - a walk through Cloud Week earnings from $MSFT $GOOG and $AMZN. I recently walked through Microsoft's moves in security and data Lakehouse (Fabric) as well. Of interest to $SNOW $CFLT $MDB $ESTC $CRWD $ZS $PANW $OKTA $NET"  
[X Link](https://x.com/hhhypergrowth/status/1753507510730756131)  2024-02-02T19:55Z 54.4K followers, [----] engagements


"Apple Vision Pro spotted in the wild. You cannot remove them from stand. $AAPL"  
[X Link](https://x.com/hhhypergrowth/status/1753517721298391136)  2024-02-02T20:36Z 54.9K followers, [----] engagements


"@jaminball Geez $CRWD and $SNOW keep swapping that top spot"  
[X Link](https://x.com/hhhypergrowth/status/1753539772436414706)  2024-02-02T22:03Z 54.9K followers, [----] engagements


"Zscalers rising COO left in a hurry. $ZS"  
[X Link](https://x.com/hhhypergrowth/status/1753883867428344085)  2024-02-03T20:51Z 54.9K followers, 14.1K engagements


"@nickgraynews You should have taken a spacial shot so we could all be there"  
[X Link](https://x.com/hhhypergrowth/status/1756894355451695319)  2024-02-12T04:13Z 54.9K followers, [---] engagements


"@compound248 @jack He had a mental Block"  
[X Link](https://x.com/hhhypergrowth/status/1756894771191173330)  2024-02-12T04:15Z 54.9K followers, [----] engagements


"That weirdo hangin with JayZ and Bey seems strangely familiar. Must have seen him on Twitter before but I am having a mental Block. Satoshi shirt should help narrow it down from a Tidal wave of guesses. Please help"  
[X Link](https://x.com/hhhypergrowth/status/1757068216734560757)  2024-02-12T15:44Z 54.9K followers, [----] engagements


"OpenAI released Sora its new text to video AI engine for creating up to 60s videos. Impressive. This is area where Runway and Stability (Stable Diffusion) have been pushing on"  
[X Link](https://x.com/hhhypergrowth/status/1758208513292042675)  2024-02-15T19:15Z 54.9K followers, [----] engagements


"I've been using the Apple Vision Pro for entertainment (movies and immersive content) and finally did a full day of research work using it as a remote 4K Mac display. Wonderful for both but I'm keeping it mostly for the work env. Questions AMA #VisionPro $AAPL $META"  
[X Link](https://x.com/hhhypergrowth/status/1758513216450171144)  2024-02-16T15:26Z 54.9K followers, [----] engagements


"@jablamsky not at all i am very susceptible to this in other VR models and have not experienced nausea at all. it's more about head/eye fatigue from using it for long stretches"  
[X Link](https://x.com/hhhypergrowth/status/1758532367092736071)  2024-02-16T16:42Z 54.9K followers, [---] engagements


"@SquishChaos i use the Magic Keyboard and Mouse extensively while connected to Mac as a display or laptop's key/trackpad. you can then use the key/mouse/trackpad within Vision Pro native apps super nice. wish i could do the reverse and use eye/hand tracking on the Mac but no"  
[X Link](https://x.com/hhhypergrowth/status/1758532994162127350)  2024-02-16T16:45Z 54.9K followers, [---] engagements


"@jablamsky i feel the use case is diff than Quest [--] which is more gaming and movement oriented. my uses of AVP have been in home/office seated while working/watching content"  
[X Link](https://x.com/hhhypergrowth/status/1758534027735163349)  2024-02-16T16:49Z 54.9K followers, [---] engagements


"Today in premium a look at $DDOG earnings and new product directions out of Investor Day. Also recently looked at $CFLT and $NET earnings"  
[X Link](https://x.com/hhhypergrowth/status/1758577069359771662)  2024-02-16T19:40Z 54.8K followers, [----] engagements


"dang i accidentally removed one of the better slides from Datadog's IR day - just fixed it. their new move into Cloud Service Mgmt which underlies their entire platform for collab and tracking of observability and security issues"  
[X Link](https://x.com/hhhypergrowth/status/1758597886273597836)  2024-02-16T21:03Z 54.8K followers, [----] engagements


"@LibertyRPF okay so watch on a Apple Vision Pro"  
[X Link](https://x.com/hhhypergrowth/status/1758603286167400663)  2024-02-16T21:24Z 54.9K followers, [---] engagements


"Capital One $COF acquiring Discover $DFS for $35B. This thread posits it will look like AMEX $AXP. Capital One buying Discover is a big deal. First thoughts: [--]. This is going to hurt Mastercard (their big [--] are Citi BoA Cap One iirc). For a long time that relationship was so close they shared a building on 5th Avenue. [--]. Discover is a 3-party network. Meaning: their Capital One buying Discover is a big deal. First thoughts: [--]. This is going to hurt Mastercard (their big [--] are Citi BoA Cap One iirc). For a long time that relationship was so close they shared a building on 5th Avenue. 2."  
[X Link](https://x.com/hhhypergrowth/status/1760010513642057913)  2024-02-20T18:36Z 54.8K followers, [----] engagements


"This pretty well sums up Googles entire approach to consumer and enterprise software. Every. Single. New. Google. Product. https://t.co/7XAaKknrOQ Every. Single. New. Google. Product. https://t.co/7XAaKknrOQ"  
[X Link](https://x.com/hhhypergrowth/status/1761599663591866687)  2024-02-25T03:51Z 54.8K followers, 23.3K engagements

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