# ![@matt_solomon10 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1219259526781816833.png) @matt_solomon10 Matthew Solomon

Matthew Solomon posts on X about cloudflare, $flnc, $net, dell the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1219259526781816833/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1219259526781816833/c:line/m:interactions.svg)

- [--] Week [-----] +360%
- [--] Month [-----] +973%
- [--] Months [------] -9.70%
- [--] Year [------] +964%

### Mentions: [--] [#](/creator/twitter::1219259526781816833/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1219259526781816833/c:line/m:posts_active.svg)

- [--] Months [--] +8.80%
- [--] Year [---] +504%

### Followers: [---] [#](/creator/twitter::1219259526781816833/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1219259526781816833/c:line/m:followers.svg)

- [--] Week [---] +0.84%
- [--] Month [---] +3.40%
- [--] Months [---] +28%
- [--] Year [---] +128%

### CreatorRank: [---------] [#](/creator/twitter::1219259526781816833/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1219259526781816833/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  44% [technology brands](/list/technology-brands)  19% [finance](/list/finance)  13% [financial services](/list/financial-services)  #1543 [exchanges](/list/exchanges)  2% [countries](/list/countries)  1% [fashion brands](/list/fashion-brands)  1%

**Social topic influence**
[cloudflare](/topic/cloudflare) #111, [$flnc](/topic/$flnc) 8%, [$net](/topic/$net) #44, [dell](/topic/dell) 8%, [business](/topic/business) 7%, [agentic](/topic/agentic) #1583, [$bn](/topic/$bn) #17, [in the](/topic/in-the) 5%, [flow](/topic/flow) 5%, [$dell](/topic/$dell) 5%

**Top accounts mentioned or mentioned by**
[@hiteshkar](/creator/undefined) [@jeremie0117](/creator/undefined) [@eastdakota](/creator/undefined) [@kevinlmak](/creator/undefined) [@jaredkubin](/creator/undefined) [@contrariancurse](/creator/undefined) [@paleologo](/creator/undefined) [@nathanbenaich](/creator/undefined) [@benthompson](/creator/undefined) [@dylan522p](/creator/undefined) [@convequity](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@amaymd](/creator/undefined) [@zavaindar](/creator/undefined) [@drrichjlaw](/creator/undefined) [@victorprivin](/creator/undefined) [@trinitycollege](/creator/undefined) [@srikosuri](/creator/undefined) [@divergent7651](/creator/undefined) [@nvidia](/creator/undefined)

**Top assets mentioned**
[Cloudflare, Inc. (NET)](/topic/cloudflare) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Dell Technologies, Inc. (DELL)](/topic/dell) [Brookfield Corporation (BN)](/topic/$bn) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Apollo Global Management, Inc. (APO)](/topic/$apo) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Blackstone, Inc. (BX)](/topic/$bx) [NuCypher (NU)](/topic/$nu) [MercadoLibre Inc (MELI)](/topic/$meli) [Toast, Inc. (TOST)](/topic/$tost) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Fastly, Inc. (FSLY)](/topic/$fsly) [Mario Coin (COIN)](/topic/$coin) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [CeriBell, Inc (CBLL)](/topic/$cbll)
### Top Social Posts
Top posts by engagements in the last [--] hours

"4/ The software takeaway by name: $APO says exposure is tiny and theyre ready to go on offense at better terms; $KKR stresses not all software is the same and blames 2021-vintage overdeployment; $BX points to conservative structures and low realized losses (facts noise); $BN stays in compounding mode with conservative financing and real-economy collateral. https://twitter.com/i/web/status/2022003831307907469 https://twitter.com/i/web/status/2022003831307907469"  
[X Link](https://x.com/matt_solomon10/status/2022003831307907469)  2026-02-12T17:44Z [---] followers, [--] engagements


"Market don't make me add to $FLNC"  
[X Link](https://x.com/matt_solomon10/status/2019097753566212462)  2026-02-04T17:16Z [---] followers, [---] engagements


"2/ Working capital is the real throttle. To win + deliver mega BESS projects you often have to: prepay suppliers to secure cell capacity build/stage inventory ahead of installs carry AR as revenue ramps FLNC literally called out planned working capital investments in Q1"  
[X Link](https://x.com/matt_solomon10/status/2019430576944738547)  2026-02-05T15:19Z [---] followers, [---] engagements


"3/ Thats why revenue growth cash now. In project businesses cash conversion lags because youre funding the supply chain + project mobilization before milestones roll in"  
[X Link](https://x.com/matt_solomon10/status/2019430578865729869)  2026-02-05T15:19Z [---] followers, [---] engagements


"1/ Data centers: real upside unbooked. [--] GWh in discussions [--] in backlog. Mostly not even in pipeline. Pure optionality. Need to see convert but Julien admits learning curve here"  
[X Link](https://x.com/matt_solomon10/status/2019820191757267002)  2026-02-06T17:07Z [---] followers, [--] engagements


"2/ Mgmt on timing of data center rev: maybe Q3 or Q4 (calendar). Translation: dont model near-term revenue. Watch conversion"  
[X Link](https://x.com/matt_solomon10/status/2019820193040482366)  2026-02-06T17:07Z [---] followers, [--] engagements


"$FLNC If youre judging this quarter on margins youre looking at the wrong scoreboard The supplemental metrics scream one thing: this is a timing + working-capital business with a recurring engine quietly compounding underneath. This is why I'm holding my whole position through the volatility. Continued exploration to keep the conversation moving. From the earnings call: Continued exploration to keep the conversation moving. From the earnings call:"  
[X Link](https://x.com/matt_solomon10/status/2019824410325123275)  2026-02-06T17:24Z [---] followers, [---] engagements


"2/ Cash is the governor. A light quarter still drove $237M of cash burn growth gets funded before it shows up in revenue. Working capital LOC needs to be closed they've done it in the past and will do it again"  
[X Link](https://x.com/matt_solomon10/status/2019824412300824838)  2026-02-06T17:24Z [---] followers, [--] engagements


"3/ The P&L optics are a mirage created by revenue timing. Same cost base totally different look depending on when projects land"  
[X Link](https://x.com/matt_solomon10/status/2019824413965971974)  2026-02-06T17:24Z [---] followers, [--] engagements


"4/ Opex leverage in reverse (the cleanest table in the deck): Q425: $1042M rev / $90.8M opex 8.7% Q126: $475M rev / $81.2M opex 17.1%"  
[X Link](https://x.com/matt_solomon10/status/2019824415572390098)  2026-02-06T17:24Z [---] followers, [--] engagements


"5/ $/GWh isnt an ASP its a mix gauge. The sheet shows huge swings: $324M/GWh (Q3) $269M/GWh (Q4) $196M/GWh (Q1) Project mix + EPC scope + geography dominate quarter-to-quarter"  
[X Link](https://x.com/matt_solomon10/status/2019824417296289854)  2026-02-06T17:24Z [---] followers, [--] engagements


"6/ The real quality signal is attachment. Period attach bounces around because services follow hardware with a lag. Period attachment is noisy: 75% (Q1) vs 179% (Q4) vs 189% (Q3). But cumulative deployed attachment is the truth: 8083% stable. Once systems are deployed services stick. https://twitter.com/i/web/status/2019824418990543095 https://twitter.com/i/web/status/2019824418990543095"  
[X Link](https://x.com/matt_solomon10/status/2019824418990543095)  2026-02-06T17:24Z [---] followers, [--] engagements


"7/ And that quiet compounding is showing up in Digital: Digital storage AUM +21% QoQ (3.44.1 GW) Digital pipeline +12% (63.771.5 GW) ARR +4% ($148M$154M)"  
[X Link](https://x.com/matt_solomon10/status/2019824420668502029)  2026-02-06T17:24Z [---] followers, [--] engagements


"8/ One more tailwind hiding in the table: average duration is rising 3.33.9 hrs more GWh per project aligning with longer-duration storage"  
[X Link](https://x.com/matt_solomon10/status/2019824422362968161)  2026-02-06T17:24Z [---] followers, [--] engagements


"11/ Cloudflare already sits in front of 20%+ of the web. Thats why this matters. They arent just security/CDN theyre becoming middleware for agent traffic"  
[X Link](https://x.com/matt_solomon10/status/2021593500307825044)  2026-02-11T14:33Z [---] followers, [--] engagements


"12/ MCP wasnt just implied Prince named Anthropics MCP protocol explicitly and discussed working with companies like Anthropic to shape how agent-to-service communication evolves"  
[X Link](https://x.com/matt_solomon10/status/2021593501851390252)  2026-02-11T14:33Z [---] followers, [--] engagements


"13/ His broader framing: because Cloudflares Application Services sit in front of so much of the web they can mediate/translate/transform traffic as it flows through their network"  
[X Link](https://x.com/matt_solomon10/status/2021593503759737011)  2026-02-11T14:33Z [---] followers, [--] engagements


"14/ He even gave a colorful example: if agents communicated in a different format (or even a different language) Cloudflare could rewrite content as it passes through the real point being: Cloudflare can be the bridge between the old web and the agentic web"  
[X Link](https://x.com/matt_solomon10/status/2021593505336885753)  2026-02-11T14:33Z [---] followers, [--] engagements


"10/ Its not theoretical its the playbook theyve proven at scale in Brazil: Credit engagement deposits primary relationship ecosystem. The claim is that this sequence travels well to a US segment with similar structural gaps"  
[X Link](https://x.com/matt_solomon10/status/2021645311010042329)  2026-02-11T17:59Z [---] followers, [--] engagements


"$NUAI $ALSTI $ASTI Most interesting names on my radar right now. If anyone has recs please share"  
[X Link](https://x.com/matt_solomon10/status/2014775807818735688)  2026-01-23T19:02Z [---] followers, [---] engagements


"$VNET ripe as well"  
[X Link](https://x.com/matt_solomon10/status/2015082484459769953)  2026-01-24T15:21Z [---] followers, [--] engagements


"@hiteshkar @jeremie0117 Why do you even need that $NU and $MELI are no brainers. Play with the right strategies are youre golden"  
[X Link](https://x.com/matt_solomon10/status/2021308520524546356)  2026-02-10T19:41Z [---] followers, [---] engagements


"@jeremie0117 @hiteshkar I disgagree on $MELI. I think the market is beating it up too much for spending on MOAT. It's laying the groundwork to be a compounder. Again play with the right strategies"  
[X Link](https://x.com/matt_solomon10/status/2021319108785013137)  2026-02-10T20:23Z [---] followers, [---] engagements


"$NET For those who have chatted with me / been following my interests for some time you know this is one of my favorite companies. This last earnings was a turning point and Im feeling called to contribute to the conversation. I found this company over COVID when @eastdakota participated on a @TrinityCollege call on cybersecurity in the middle of COVID. I was so inspired by him I bought the stock immediately. https://twitter.com/i/web/status/2021592006825299986 https://twitter.com/i/web/status/2021592006825299986"  
[X Link](https://x.com/matt_solomon10/status/2021592006825299986)  2026-02-11T14:27Z [---] followers, [---] engagements


"11/ Theyre choosing to reinvest (capex + capacity) while demand is screaming. Thats exactly what you want if you believe this is a platform moment build the rails before the traffic arrives"  
[X Link](https://x.com/matt_solomon10/status/2021592022260318483)  2026-02-11T14:27Z [---] followers, [--] engagements


"12/ Bottom line: this earnings felt like the quarter where Cloudflare stopped being a great product company and started looking like the rails for the next internet. Winners build the rails. $NET is building the rails"  
[X Link](https://x.com/matt_solomon10/status/2021592023954862339)  2026-02-11T14:27Z [---] followers, [--] engagements


"13/ If Cloudflare becomes the default place where: - agent traffic is mediated - agent workflows run (Workers) - and payments can be requested/settled at the endpoint (x402) thats a stickier position than best CDN"  
[X Link](https://x.com/matt_solomon10/status/2021595174044918205)  2026-02-11T14:40Z [---] followers, [--] engagements


"14/ This is why I keep coming back to $NET: Theyre not just scaling revenue. Theyre trying to rewrite the rules of how the internet monetizes in the agent era"  
[X Link](https://x.com/matt_solomon10/status/2021595175722590295)  2026-02-11T14:40Z [---] followers, [--] engagements


"2/ The usual debate: Can a LatAm neobank win in the US The US has 62M Latinos moving billions through financial rails yet many Latinos are not served by legacy offerings"  
[X Link](https://x.com/matt_solomon10/status/2021645299069169960)  2026-02-11T17:59Z [---] followers, [--] engagements


"8/ Then theres the unit economics. Nubank reportedly runs at a 28% efficiency ratio implying it can serve lower-balance underbanked segments profitably where traditional banks (and many neobanks) struggle"  
[X Link](https://x.com/matt_solomon10/status/2021645308414111924)  2026-02-11T17:59Z [---] followers, [--] engagements


"14/ Big question for investors: Is the US too competitive or is the Latino segment still one of the largest mispriced / underserved financial markets in the country If Nubanks model is built for thin-file credit this could be the most natural expansion lane"  
[X Link](https://x.com/matt_solomon10/status/2021645317452836977)  2026-02-11T17:59Z [---] followers, [--] engagements


"2/ The markets fear: tech/software reset stress in non-IG direct lending private credit is broken. What earnings showed: software is a talking point not the thesis"  
[X Link](https://x.com/matt_solomon10/status/2022003827793436856)  2026-02-12T17:44Z [---] followers, [--] engagements


"3/ Across all four: exposure is generally not dominant underwriting is tighter than headlines imply and dispersion is coming meaning platform quality matters more than private credit as a category. These companies are the best of the best credit has leverage in negotiations"  
[X Link](https://x.com/matt_solomon10/status/2022003829516939673)  2026-02-12T17:44Z [---] followers, [--] engagements


"$NET (Cloudflare): sits on the edge for tons of the internet (traffic threats performance patterns) $TOST (Toast): sits in the flow of restaurants (orders payments labor inventory menu economics) $RBRK (Rubrik): sits in the backup + recovery layer (workloads attack paths recovery behavior compliance needs) https://twitter.com/i/web/status/2020353369781510244 https://twitter.com/i/web/status/2020353369781510244"  
[X Link](https://x.com/matt_solomon10/status/2020353369781510244)  2026-02-08T04:25Z [---] followers, [---] engagements


"$DELL has been cooking but I still want to see follow-through from earnings that confirms my thesis. Ill cover it the same way I did FLNC. Holding equity and rolled up my credit spreads to take cash off the table and keep delta"  
[X Link](https://x.com/matt_solomon10/status/2021320915766722803)  2026-02-10T20:30Z [---] followers, [--] engagements


"1/ Fast forward to today: this quarter wasnt just good. It was an inflection. Cloudflare is proving it can re-accelerate growth at scale"  
[X Link](https://x.com/matt_solomon10/status/2021592008586854453)  2026-02-11T14:27Z [---] followers, [--] engagements


"2/ Q4 revenue was $614.5M (+34% YoY) third straight quarter of acceleration. Thats rare at this size and it changes the narrative from steady grower to platform catching a wave"  
[X Link](https://x.com/matt_solomon10/status/2021592009685848381)  2026-02-11T14:27Z [---] followers, [--] engagements


"6/ The stickiness is showing up where it matters: Dollar-based net retention hit 120% an inflection driven by bigger customers expanding across more products"  
[X Link](https://x.com/matt_solomon10/status/2021592014978957591)  2026-02-11T14:27Z [---] followers, [--] engagements


"7/ Under the hood go-to-market is finally humming: improving sales productivity stronger quota attainment faster capacity ramp and a growing partner/channel motion. This is what scaling enterprise looks like"  
[X Link](https://x.com/matt_solomon10/status/2021592016275071273)  2026-02-11T14:27Z [---] followers, [--] engagements


"1/ One detail from the earnings call deserves its own thread because its a clean proof point for the agentic internet thesis"  
[X Link](https://x.com/matt_solomon10/status/2021593484726018154)  2026-02-11T14:33Z [---] followers, [--] engagements


"2/ This came up when @eastdakota answered Jonathan Hos question about Workers adoption"  
[X Link](https://x.com/matt_solomon10/status/2021593486491898109)  2026-02-11T14:33Z [---] followers, [--] engagements


"3/ Prince described a leading financial services company partnering with Cloudflare to launch an official MCP server built entirely on Cloudflare Workers"  
[X Link](https://x.com/matt_solomon10/status/2021593487695614415)  2026-02-11T14:33Z [---] followers, [--] engagements


"5/ What does it enable Merchants can run commerce tasks with natural language via agents: - create invoices - check transactions - process payments"  
[X Link](https://x.com/matt_solomon10/status/2021593490723856550)  2026-02-11T14:33Z [---] followers, [--] engagements


"6/ Prince didnt name the company but the profile (MCP server + payment processing + agent-facing workflows) sounds like a major payments platform (Stripe-profile or comparable)"  
[X Link](https://x.com/matt_solomon10/status/2021593492506431586)  2026-02-11T14:33Z [---] followers, [--] engagements


"7/ Zoom out: this ties directly into Princes Act [--] framing the idea that the internets business model shifts from ads + subscriptions to agentic commerce"  
[X Link](https://x.com/matt_solomon10/status/2021593493865419204)  2026-02-11T14:33Z [---] followers, [--] engagements


"15/ Next post Ill connect the final dot: why this is the on-ramp to payment rails in an agentic world and why Cloudflare may end up monetizing the flow of commerce not just the traffic of the internet"  
[X Link](https://x.com/matt_solomon10/status/2021593506796449858)  2026-02-11T14:33Z [---] followers, [--] engagements


"9/ This is where credit-first is crucial. Instead of starting with deposits and hoping for monetization later Nubank starts with credit cards: - immediate revenue - data flywheel - funds deposit acquisition + cross-sell"  
[X Link](https://x.com/matt_solomon10/status/2021645309860814989)  2026-02-11T17:59Z [---] followers, [--] engagements


"15/ If you want to stress test the thesis here are the key risk checks: - Can Nubank acquire users cheaply in the US - Will underwriting stay strong across geographies - Can remittances convert into primary banking - Regulatory/partner dependency"  
[X Link](https://x.com/matt_solomon10/status/2021645319247929362)  2026-02-11T17:59Z [---] followers, [---] engagements


"4/ The point: AI agents (Claude Cursor OpenAI etc.) can interact directly with that companys payment services through this MCP server"  
[X Link](https://x.com/matt_solomon10/status/2021593489444634947)  2026-02-11T14:33Z [---] followers, [--] engagements


"3/ The idea is simple: make payments native to the internet the same way HTTP made information native. If an agent wants an API a piece of content a download or a service it can pay programmatically. No accounts. No subscriptions. No checkout flow"  
[X Link](https://x.com/matt_solomon10/status/2021595159016743170)  2026-02-11T14:40Z [---] followers, [--] engagements


"4/ Cloudflare + Coinbase formalized this by launching the x402 Foundation to steward an open standard for internet-native payments explicitly tied to monetizing APIs MCP agents and more"  
[X Link](https://x.com/matt_solomon10/status/2021595160686002192)  2026-02-11T14:40Z [---] followers, [--] engagements


"5/ This is the connective tissue to what Prince kept hammering: - the internet needs a new business model beyond ads + subscriptions. Agentic commerce requires machine-readable commerce"  
[X Link](https://x.com/matt_solomon10/status/2021595162477040109)  2026-02-11T14:40Z [---] followers, [--] engagements


"$FLNC (WHAT WE NEED TO DISCUSS) 1/ Everyones dunking on FLNCs Q1 margin print. What people arent talking about: the operational constraints + cash mechanics that actually determine how fast this business can scale"  
[X Link](https://x.com/matt_solomon10/status/2019430575405429200)  2026-02-05T15:19Z [---] followers, [----] engagements


"$NET / $TOST / $RBRK Examples of how certain SaaS business models create product surface area and WHY SAAS WILL NOT BE DISRUPTED"  
[X Link](https://x.com/matt_solomon10/status/2020353368527429975)  2026-02-08T04:25Z [---] followers, [----] engagements


"$NET (follow-up resharing my prior thread above) $NET For those who have chatted with me / been following my interests for some time you know this is one of my favorite companies. This last earnings was a turning point and Im feeling called to contribute to the conversation. I found this company over COVID when @eastdakota $NET For those who have chatted with me / been following my interests for some time you know this is one of my favorite companies. This last earnings was a turning point and Im feeling called to contribute to the conversation. I found this company over COVID when @eastdakota"  
[X Link](https://x.com/matt_solomon10/status/2021593483048296534)  2026-02-11T14:33Z [---] followers, [---] engagements


"$NET (continuation resharing my prior threads above) The final component. $NET (follow-up resharing my prior thread above) $NET (follow-up resharing my prior thread above)"  
[X Link](https://x.com/matt_solomon10/status/2021595154717593882)  2026-02-11T14:40Z [---] followers, [---] engagements


"1/ The MCP payment services example from the call was the tell. But theres a deeper layer Cloudflare has been building that makes Princes Act [--] vision feel way more concrete"  
[X Link](https://x.com/matt_solomon10/status/2021595156290453768)  2026-02-11T14:40Z [---] followers, [--] engagements


"2/ Even though Prince didnt say the word on the call Cloudflare has been pushing something that looks like the missing primitive for agentic commerce: x402 (reviving HTTP [---] Payment Required)"  
[X Link](https://x.com/matt_solomon10/status/2021595157661986873)  2026-02-11T14:40Z [---] followers, [--] engagements


"$NU Nubanks next big upside might not be the US consumer. It might be the $2.8T US Latino market and Nubank may be uniquely built for it. (Shout out to Andrew Dresners Payments in Full newsletter). Ilona Limonta-Volkova was the featured guest who shared these thoughts full credit to them. Important to reshare in order to properly cover the name. https://paymentsinfull.substack.com/ https://paymentsinfull.substack.com/"  
[X Link](https://x.com/matt_solomon10/status/2021645297500201068)  2026-02-11T17:59Z [---] followers, [---] engagements


"4/ Remittances do [--] things at once: - High-frequency engagement - Trust building (critical for immigrants) - A natural reason to store funds + transact digitally Its daily utility not a feature"  
[X Link](https://x.com/matt_solomon10/status/2021645302047158320)  2026-02-11T17:59Z [---] followers, [--] engagements


"5/ The real moat: underwriting. Nubanks edge comes from building models to assess creditworthiness outside of traditional FICO frameworks especially for thin-file customers"  
[X Link](https://x.com/matt_solomon10/status/2021645303657771131)  2026-02-11T17:59Z [---] followers, [--] engagements


"12/ The upside math: If Nubank captured even 5% of this segment the post argues it could support a $50B+ US market-cap outcome (on US operations alone)"  
[X Link](https://x.com/matt_solomon10/status/2021645314005119266)  2026-02-11T17:59Z [---] followers, [--] engagements


"13/ The bet summarized: Remittances = trust + distribution ML underwriting = structural advantage vs FICO-only lenders Low-cost ops = profitably serve underbanked Credit-led growth = faster monetization + scale"  
[X Link](https://x.com/matt_solomon10/status/2021645315615621231)  2026-02-11T17:59Z [---] followers, [--] engagements


"Gotta dig into Fastlys ($FSLY) earnings its a clean case study for how to think about the agent-driven internet"  
[X Link](https://x.com/matt_solomon10/status/2021973273463214307)  2026-02-12T15:42Z [---] followers, [--] engagements


"Transcript is still not out so I'm waiting. But my gut is there is some juicy insight here"  
[X Link](https://x.com/matt_solomon10/status/2021979680606499299)  2026-02-12T16:08Z [---] followers, [--] engagements


"1/ $BN $KKR $APO $BX Software lending exposure is manageable and thats why these platforms will outperform. These are in my set-it-and-forget-it portfolio"  
[X Link](https://x.com/matt_solomon10/status/2022003826228965388)  2026-02-12T17:44Z [---] followers, [---] engagements


"11/ Exits are thawing. Monetizations cash back to LPs re-ups more deployment. The flywheel is turning again"  
[X Link](https://x.com/matt_solomon10/status/2022003842809045447)  2026-02-12T17:44Z [---] followers, [--] engagements


"12/ The real moat is origination + permanent capital + multi-channel distribution compounding machines built for dispersion"  
[X Link](https://x.com/matt_solomon10/status/2022003844109177329)  2026-02-12T17:44Z [---] followers, [--] engagements


"$BN $KKR $APO $BX Alt asset managers are becoming a critical funding engine for the next decade Theyre evolving from niche institutional drawdown funds into full-spectrum capital platforms that will help finance the buildout the world needs power grid modernization data centers and broader infrastructure. Whats changing: - Capital solutions across the stack: investment-grade credit opportunistic credit equity - A much broader buyer base: institutional + insurance + retail/wealth + 401(k) - Permanent capital structures: insurance + perpetual vehicles that can hold assets longer and compound"  
[X Link](https://x.com/matt_solomon10/status/2022005033429045568)  2026-02-12T17:49Z [---] followers, [---] engagements


"Examples of deals just from $BN: https://bam.brookfield.com/press-releases/united-states-government-brookfield-and-cameco-announce-transformational-partnership https://bep.brookfield.com/press-releases/bep/brookfield-and-microsoft-collaborating-deliver-over-105-gw-new-renewable-power https://bam.brookfield.com/press-releases/brookfield-and-google-sign-hydro-framework-agreement-deliver-3000-mw-homegrown https://bam.brookfield.com/press-releases/brookfield-launches-100-billion-ai-infrastructure-program"  
[X Link](https://x.com/matt_solomon10/status/2022007335150129315)  2026-02-12T17:58Z [---] followers, [---] engagements


"They're cooking lol Time to consider not just human visitors but to treat agents as first-class citizens. Cloudflares network now supports real-time content conversion to Markdown at the source using content negotiation headers. https://t.co/B7wYH4PtA8 Time to consider not just human visitors but to treat agents as first-class citizens. Cloudflares network now supports real-time content conversion to Markdown at the source using content negotiation headers. https://t.co/B7wYH4PtA8"  
[X Link](https://x.com/matt_solomon10/status/2022010106041495733)  2026-02-12T18:09Z [---] followers, [--] engagements


"$COIN Coinbase isnt just a crypto trading app anymore. Its becoming a broader financial platform with a strong balance sheet fewer shares outstanding a growing asset base and multiple revenue streams that make the business less tied to the ups and downs of retail trading. Its true that topline growth has cooled from the explosive levels of past crypto cycles. My view is that those high-growth periods are cyclical and likely to return at some point. The difference now is that Coinbase doesnt need them the way it once did. Subscription and services revenue stablecoins custody staking"  
[X Link](https://x.com/matt_solomon10/status/2022371846599979063)  2026-02-13T18:06Z [---] followers, [--] engagements


"My Learning Starting Pack (must follow accounts imo): Market: @KevinLMak @JaredKubin @ContrarianCurse @__paleologo Tech: @nathanbenaich @benthompson @dylan522p Equity Research: @hiteshkar @convequity @jiahanjimliu @A_May_MD Biotech: @zavaindar @drrichjlaw @srikosuri Most of these people fit into multiple categories and all have class"  
[X Link](https://x.com/matt_solomon10/status/1993334241866744250)  2025-11-25T15:01Z [---] followers, [----] engagements


"@KevinLMak @JaredKubin @ContrarianCurse @__paleologo @nathanbenaich @benthompson @dylan522p @hiteshkar @convequity @jiahanjimliu @A_May_MD @zavaindar @drrichjlaw Limited interactions with @victor_privin but his coverage on $FLNC is pretty damn good. Worth a shoutout"  
[X Link](https://x.com/matt_solomon10/status/1993739544307630080)  2025-11-26T17:52Z [---] followers, [---] engagements


"@Divergent7651 Short $LYFT Looking at $CBLL $LITE looks interesting but expensive. Working through my DCF. $SEDG as well but still quantifying"  
[X Link](https://x.com/matt_solomon10/status/1994065705461829927)  2025-11-27T15:28Z [---] followers, [---] engagements


"1/ Waymos new partnership with Lyft in Nashville is a demand-side demotion for Lyft not a comeback story. The headline sounds 50/50. The details dont. https://waymo.com/blog/2025/09/waymo-is-coming-to-nashville-in-partnership-with-lyftutm_source=chatgpt.com https://waymo.com/blog/2025/09/waymo-is-coming-to-nashville-in-partnership-with-lyftutm_source=chatgpt.com"  
[X Link](https://x.com/matt_solomon10/status/1994066707665559612)  2025-11-27T15:32Z [---] followers, [---] engagements


"2/ Per Waymos announcement fully autonomous rides launch in Nashville in [----] with riders hailing via the Waymo app. Only as our service grows will riders also be able to use the Lyft app. Translation: Waymo owns the demand funnel from day one"  
[X Link](https://x.com/matt_solomon10/status/1994066709125234760)  2025-11-27T15:32Z [---] followers, [--] engagements


"3/ This is the opposite of the old AV narrative where robo fleets plug into Uber/Lyft as dumb supply. Here Lyft is the one getting treated as a secondary channel a side door not the front door"  
[X Link](https://x.com/matt_solomon10/status/1994066710437961974)  2025-11-27T15:32Z [---] followers, [--] engagements


"4/ Meanwhile Lyfts real job in this deal Fleet ops. Waymo explicitly calls out pairing its fully autonomous ride-hailing service with Lyfts fleet management via Flexdrive (maintenance depots charging)"  
[X Link](https://x.com/matt_solomon10/status/1994066711704740039)  2025-11-27T15:32Z [---] followers, [--] engagements


"@victor_privin How does it compare to $LITE"  
[X Link](https://x.com/matt_solomon10/status/1994936293311095238)  2025-11-30T01:07Z [---] followers, [---] engagements


"Incredible work on SGLang optimizations. Hitting [---] TPS/user interactivity on a model as heavy as DeepSeek-R1 changes the game for real-world deployment. For everyone saying NVIDIA loses on inference: think again. 🚀 New InferenceMAX results are live The team at @NVIDIA has pushed the boundaries of sglang-dsr1-1k1k-FP8 on the @SemiAnalysis_ InferenceMAX dashboard. The new submission delivers: 🔹 20% higher peak throughput 🔹 [----] tok/s/GPU at [--] TPS/user 🔹 Interactivity extended to [---] https://t.co/dau1iAN8ZO 🚀 New InferenceMAX results are live The team at @NVIDIA has pushed the boundaries"  
[X Link](https://x.com/matt_solomon10/status/1998469227431280762)  2025-12-09T19:06Z [---] followers, [---] engagements


"$FLNC If earnings come in like I think they may (50% more a question of timing) this thing is a 40$ stock easily. @hiteshkar"  
[X Link](https://x.com/matt_solomon10/status/2011104523683766391)  2026-01-13T15:54Z [---] followers, [----] engagements


"I think $FLNC can be $50 by EOY. Chain doesnt list much beyond the top strikesignal or just liquidity/listing Strikes stop where demand dies not where the market knows a ceiling. But top strike can concentrate OI/lotto flow + dealer gamma. How do you work this @KevinLMak"  
[X Link](https://x.com/matt_solomon10/status/2014399054768201921)  2026-01-22T18:05Z [---] followers, [---] engagements


"My mental model: strikes stop where demand/quoting risk dries up (not the market knows the ceiling). But the top strike can concentrate OI/lotto flow and dealer gamma near expiry can turn it into a magnet or accelerant. If price runs toward it new strikes get added vol/flows can reprice fast. https://twitter.com/i/web/status/2014399055992946820 https://twitter.com/i/web/status/2014399055992946820"  
[X Link](https://x.com/matt_solomon10/status/2014399055992946820)  2026-01-22T18:05Z [---] followers, [--] engagements


"@vonEverecO Why the slowdown in revenue growth rate into 27"  
[X Link](https://x.com/matt_solomon10/status/2014752186878558563)  2026-01-23T17:28Z [---] followers, [--] engagements


"$DELL The Universal Adapter: Why Dell Wins the Chip War (Without Fighting It) The Thesis: The market is obsessed with the "ingredients" of AI (NVIDIA vs. AMD Micron vs. Hynix Copper vs. Light). They are missing the "oven." No matter which technology wins the chip war it physically cannot function in a data center without a specialized vessel to power cool and connect it. Dell ($DELL) is that vessel. They are the Integrator of Record for the next decade of compute. https://twitter.com/i/web/status/2015915791703581153 https://twitter.com/i/web/status/2015915791703581153"  
[X Link](https://x.com/matt_solomon10/status/2015915791703581153)  2026-01-26T22:32Z [---] followers, [---] engagements


"The GPU War (The "Now" Trade) - The Conflict: Investors are terrified that NVIDIAs dominance might slip or that hyperscalers (Meta/Google) will just build their own chips. - Complexity is Dell's moat. You cannot just buy an NVIDIA Blackwell GPU and plug it into a wall. It requires massive liquid cooling specific power rails and complex networking. - The PowerEdge XE9680 and GB200 NVL72 solves these issues. - Dell is one of the few partners with the supply chain to deliver the GB200 NVL72 racks at scale. These racks require liquid cooling manifolds and 100% heat capture. Whether the chip"  
[X Link](https://x.com/matt_solomon10/status/2015915793062523076)  2026-01-26T22:32Z [---] followers, [---] engagements


"The Physics War - Copper wires are hitting their physical limit. The future is Photonics (Light) but investors don't know which laser company to buy. - Dell is the Architect forcing this transition. They are a sponsor member of the IOWN Global Forum writing the standards for the All-Photonics Network. - Linear Pluggable Optics (LPO) on Broadcom Thor [--] NICs. - While others dream of "science fiction" photonics Dell is deploying LPO now. By pairing their PowerSwitch Z9864F-ON with Broadcom Thor [--] - It cuts power by 50% and reduces latency. Dell is effectively "packaging" Broadcom's advanced"  
[X Link](https://x.com/matt_solomon10/status/2015915797064138755)  2026-01-26T22:32Z [---] followers, [--] engagements


"$BN Brookfield Corp. (BN) is a $67 share global alternatives powerhouse with $1 trn AUM combining a [--] %margin assetmanagement franchise with stakes in renewable power infrastructure real estate and insurance that generate inflationlinked cash flows. Trading at just [--] 2025e earnings and [---] bookroughly half the peergroup multiplesBN offers meanreversion upside; our blended P/E and P/Bbased target of $105 implies [--] % appreciation. Nearterm catalysts include the closing of $50 bnplus flagship funds accelerated buybacks of up to [--] % of shares and the potential spin/IPO of its $133 bn"  
[X Link](https://x.com/matt_solomon10/status/1946584254541873382)  2025-07-19T14:53Z [---] followers, [---] engagements


"The Bottom Line Stop trying to pick the winner of the component wars. If NVIDIA wins Dell wins (XE9680). If CXL/Efficiency wins Dell wins (R770 + CXL AICs). If Photonics wins Dell wins (Broadcom Thor [--] LPO + IR7000)"  
[X Link](https://x.com/matt_solomon10/status/2015915798460584422)  2026-01-26T22:32Z [---] followers, [---] engagements


"You are buying the infrastructure layer ($DELL) at 15x earnings effectively getting a free call option on the entire future of hardware architecture"  
[X Link](https://x.com/matt_solomon10/status/2015915799546916867)  2026-01-26T22:32Z [---] followers, [--] engagements


"@JonahLupton Do you have a write up on $RBRK"  
[X Link](https://x.com/matt_solomon10/status/2016176646361895008)  2026-01-27T15:49Z [---] followers, [---] engagements


"$NET $FLNC Big day for me"  
[X Link](https://x.com/matt_solomon10/status/2016188828038345208)  2026-01-27T16:37Z [---] followers, [--] engagements


"$DELL If you think AI capex = hyperscalers youre missing the trillion-dollar buyer. And in my portfolio $DELL is the enterprise systems leg of the AI buildoutalongside the power/grid + storage legs ($TE $FLNC $BE). Chips get the headlines but the buildout needs electricity conversion storage and DEPLOYMENT. https://twitter.com/i/web/status/2016585308725256267 https://twitter.com/i/web/status/2016585308725256267"  
[X Link](https://x.com/matt_solomon10/status/2016585308725256267)  2026-01-28T18:52Z [---] followers, [--] engagements


"Steelman bear case on $DELL: - More founder-controlled than founder-engineering. - Heavy ODM/3rd-party reliance; innovation perceived as less in-house. - Hyperscalers go ODM-direct + custom ASICs OEM SAM shrinks. - NVIDIA pushes deeper system architectures OEM economics get compressed. https://twitter.com/i/web/status/2016585310428086295 https://twitter.com/i/web/status/2016585310428086295"  
[X Link](https://x.com/matt_solomon10/status/2016585310428086295)  2026-01-28T18:52Z [---] followers, [--] engagements


"Key reframing: Im not calling for a heroic multiple expansion. Im calling for stability. If Dell turns enterprise AI into a repeatable service-attached systems business (deployment + support + lifecycle) cash flows become more underwritable and less cyclical. The stock can work even if it stays OEM-valued. https://twitter.com/i/web/status/2016585315310342285 https://twitter.com/i/web/status/2016585315310342285"  
[X Link](https://x.com/matt_solomon10/status/2016585315310342285)  2026-01-28T18:53Z [---] followers, [--] engagements


"Added $RBRK"  
[X Link](https://x.com/matt_solomon10/status/2016933240863371370)  2026-01-29T17:55Z [---] followers, [---] engagements


"$RXRX Recursion Pharmaceuticals is quietly transforming drug discovery by generating over [--] terabytes of new biological data per week through advanced lab automation and AI-driven imaging. This has to be the most out of any lab"  
[X Link](https://x.com/matt_solomon10/status/1977879211793657858)  2025-10-13T23:28Z [---] followers, [---] engagements


"My non-consensus view: - Enterprise AI is buying an outcome not a motherboard. -Rack-scale integration (power/liquid cooling/networking) validation time-to-deploy support/SLAs procurement + financing for many Fortune [---] buyers that is the product not marketing"  
[X Link](https://x.com/matt_solomon10/status/2016585311938044068)  2026-01-28T18:52Z [---] followers, [--] engagements


"Software is making this actionable (PLTR SNOW Databricks + cloud platforms). But cloud enables everything runs in public cloud. A lot of real deployments end up hybrid/private (data gravity compliance latency cost). GitLab is a good tell here: theyve said 70% of revenue is self-managed and emphasize running anywhere even air-gapped. https://twitter.com/i/web/status/2016585313376710938 https://twitter.com/i/web/status/2016585313376710938"  
[X Link](https://x.com/matt_solomon10/status/2016585313376710938)  2026-01-28T18:52Z [---] followers, [--] engagements

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