Dark | Light
# ![@ronjonbSaaS Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1483767974196432899.png) @ronjonbSaaS FinXKing

FinXKing posts on X about $tsla, $nvda, $mdb, nvda the most. They currently have [------] followers and [----] posts still getting attention that total [----------] engagements in the last [--] hours.

### Engagements: [----------] [#](/creator/twitter::1483767974196432899/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1483767974196432899/c:line/m:interactions.svg)

- [--] Week [----------] +36,841%
- [--] Month [----------] +24,912%
- [--] Months [----------] +3,567%
- [--] Year [----------] +238%

### Mentions: [--] [#](/creator/twitter::1483767974196432899/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1483767974196432899/c:line/m:posts_active.svg)

- [--] Week [--] -13%
- [--] Month [---] +31%
- [--] Months [---] -19%
- [--] Year [---] -57%

### Followers: [------] [#](/creator/twitter::1483767974196432899/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1483767974196432899/c:line/m:followers.svg)

- [--] Week [------] +0.02%
- [--] Month [------] +0.46%
- [--] Months [------] +3%
- [--] Year [------] +6.50%

### CreatorRank: [-------] [#](/creator/twitter::1483767974196432899/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1483767974196432899/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [finance](/list/finance)  [celebrities](/list/celebrities)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [exchanges](/list/exchanges)  [social networks](/list/social-networks)  [us election](/list/us-election) 

**Social topic influence**
[$tsla](/topic/$tsla) #132, [$nvda](/topic/$nvda), [$mdb](/topic/$mdb), [nvda](/topic/nvda), [tsla](/topic/tsla), [$crwd](/topic/$crwd), [$zs](/topic/$zs), [tesla](/topic/tesla) #1007, [$snow](/topic/$snow), [$pltr](/topic/$pltr)

**Top accounts mentioned or mentioned by**
[@elonmusk](/creator/undefined) [@chamath](/creator/undefined) [@xai](/creator/undefined) [@amoros77](/creator/undefined) [@tesla](/creator/undefined) [@billackman](/creator/undefined) [@tempocap](/creator/undefined) [@svtechie](/creator/undefined) [@bulldozerbob](/creator/undefined) [@altcap](/creator/undefined) [@finallyfoolin](/creator/undefined) [@iamskalra](/creator/undefined) [@crowdstrike](/creator/undefined) [@robotaxi](/creator/undefined) [@wholemarsblog](/creator/undefined) [@sawyermerritt](/creator/undefined) [@amitisinvesting](/creator/undefined) [@cloudwatch199](/creator/undefined) [@zscaler](/creator/undefined) [@mongodb](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [MongoDB, Inc. (MDB)](/topic/$mdb) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Zscaler Inc (ZS)](/topic/$zs) [Snowflake Inc. (SNOW)](/topic/$snow) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Datadog Inc (DDOG)](/topic/$ddog) [Confluent, Inc. (CFLT)](/topic/$cflt) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Advanced Micro Devices (AMD)](/topic/$amd) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Cloudflare, Inc. (NET)](/topic/$net) [HashiCorp, Inc. (HCP)](/topic/$hcp) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [Apple, Inc. (AAPL)](/topic/$aapl) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Salesforce Inc (CRM)](/topic/$crm) [Sandisk Corporation (SNDK)](/topic/$sndk) [Now Coin (NOW)](/topic/$now) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Mario Coin (COIN)](/topic/$coin) [RAI Finance (SOFI)](/topic/$sofi) [Metadium (META)](/topic/$meta) [Oracle Corporation (ORCL)](/topic/$orcl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [GitLab Inc. (GTLB)](/topic/$gtlb) [Dell Technologies, Inc. (DELL)](/topic/dell) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi) [Arm Holdings plc (ARM)](/topic/$arm) [Bitcoin (BTC)](/topic/$btc) [Optimus (OPTIMUS)](/topic/optimus) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Shopify Inc (SHOP)](/topic/$shop) [Helium IOT (IOT)](/topic/$iot) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Lightspeed Commerce Inc. (LSPD)](/topic/$lspd) [Ethereum (ETH)](/topic/$eth) [Robot Consulting Co., Ltd. (LAWR)](/topic/robot) [April (APRIL)](/topic/april) [Coinbase Global Inc. (COIN)](/topic/coinbase) [ZoomInfo Technologies Inc. (ZI)](/topic/$zi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"UPDATE 🚨 I might build a small position $SNDK"  
[X Link](https://x.com/anyuser/status/1969962779630309429)  2025-09-22T03:11Z 20.4K followers, 67K engagements


"Except $DDOG all my top [--] closed green today $DDOG $ZS $MDB $SNOW $CRWD πŸ‘‡ With the current environment & how the future is looking how can anyone not be invested in Quality names like $DDOG $ZS $MDB $SNOW $CRWD and instead invest in speculative names like $MNDY $BILL $AMPL The outcome will be harsh this quarter and going forward With the current environment & how the future is looking how can anyone not be invested in Quality names like $DDOG $ZS $MDB $SNOW $CRWD and instead invest in speculative names like $MNDY $BILL $AMPL The outcome will be harsh this quarter and going forward"  
[X Link](https://x.com/ronjonbSaaS/status/1512230018297958401)  2022-04-08T00:45Z 18.4K followers, [--] engagements


"$DDOG delivered Now it's the turn of my next [--] $SNOW $ZS $MDB $CRWD & confident they'll do well I've also built up my $TSLA position & sold $AFRM & $SHOP & tweeted about those moves asap I don't publish End of Month/ Mid of month reports with surprises That's easy to do"  
[X Link](https://x.com/ronjonbSaaS/status/1524941898799935490)  2022-05-13T02:37Z 18.4K followers, [---] engagements


"$ZS the walk turned out good πŸ‘"  
[X Link](https://x.com/ronjonbSaaS/status/1529921342136430593)  2022-05-26T20:24Z 18.4K followers, [--] engagements


"Nice day today for my basket. $DDOG $ZS $SNOW $MDB $CRWD $TSLA $S $NET Next week we'll talk about $MDB & $CRWD Time to open my old fav in a while. Happy Weekend & Cheers"  
[X Link](https://x.com/ronjonbSaaS/status/1530247259899633664)  2022-05-27T17:59Z 18.4K followers, [--] engagements


"Being greedy when everyone is greedy. Remember the $UPST exuberance last Nov [--] How we got here: https://t.co/fQ0UG7CWwr How we got here: https://t.co/fQ0UG7CWwr"  
[X Link](https://x.com/ronjonbSaaS/status/1537536295995510784)  2022-06-16T20:43Z 19.7K followers, [--] engagements


"My top five $DDOG $MDB $SNOW $CRWD $ZS"  
[X Link](https://x.com/ronjonbSaaS/status/1537863055194722304)  2022-06-17T18:21Z 18.4K followers, [--] engagements


"Added $DDOG $SNOW $CRWD today Recession is for real & things are likely to get more ugly. If gas prices don't come down we're headed into a lot more pain. However like I said some days back growth SaaS has probably seen the worst. The carnage will now bleed into other sectors"  
[X Link](https://x.com/ronjonbSaaS/status/1541864305829654528)  2022-06-28T19:21Z 18.4K followers, [---] engagements


"$DDOG Looks like weak hands got shaken out in early trading today at a low of $102"  
[X Link](https://x.com/ronjonbSaaS/status/1555272051610382336)  2022-08-04T19:18Z 18.4K followers, [--] engagements


"I use a Narrative Meter to gauge my investments. If Narrative Numbers : I dont invest. If Narrative == Numbers : I invest If Numbers Narrative : Hard to find. You can judge where names like $MDB $SNOW $DDOG $CRWD $ZS $S $NET $BILL $UPST and many others would fall"  
[X Link](https://x.com/ronjonbSaaS/status/1557812858192138240)  2022-08-11T19:35Z 18.4K followers, [--] engagements


"This is how my top [--] are doing today $MDB $SNOW $DDOG"  
[X Link](https://x.com/ronjonbSaaS/status/1562841750389280768)  2022-08-25T16:38Z 18.4K followers, [--] engagements


"$CRWD And the bears seem to be slowing losing the after hours game"  
[X Link](https://x.com/ronjonbSaaS/status/1564749817427169285)  2022-08-30T23:00Z 18.4K followers, [--] engagements


"Perspective. Why I believe in the long term. It's been [--] years since Oracle's IPO. And now we have a serious contender. Opportunity $MDB vs $ORCL"  
[X Link](https://x.com/ronjonbSaaS/status/1564887332830216192)  2022-08-31T08:06Z 18.3K followers, [--] engagements


"$ZS Just FYI βš™πŸ” ThreatLabz extracted the most recent #PostgreSQL and #Redis bruteforce password attack lists from the #DreamBus #botnet. If you use any of these passwords change them immediately. PostgreSQL: https://t.co/O9T5KVVCWW Redis: https://t.co/PqvS31VdEx https://t.co/4BKdpNgIzF βš™πŸ” ThreatLabz extracted the most recent #PostgreSQL and #Redis bruteforce password attack lists from the #DreamBus #botnet. If you use any of these passwords change them immediately. PostgreSQL: https://t.co/O9T5KVVCWW Redis: https://t.co/PqvS31VdEx https://t.co/4BKdpNgIzF"  
[X Link](https://x.com/ronjonbSaaS/status/1569462137776664576)  2022-09-12T23:05Z 18.4K followers, [--] engagements


"The clowns @themotleyfool have reduced investing ideas on their boards to a few individuals with major blunders like going all in $UPST $LSPD at the peak of [----]. They disregard Inclusiveness & New Ideas. Not worth spending your $$"  
[X Link](https://x.com/ronjonbSaaS/status/1574354985831530496)  2022-09-26T11:07Z 19.7K followers, [--] engagements


"Just go and check what the rockstars owned as their highest conviction stocks in their portfolios prior to to [----] crash. $USPT $LSPD $AMPL and the list goes on"  
[X Link](https://x.com/ronjonbSaaS/status/1574358791545823233)  2022-09-26T11:22Z 19.7K followers, [--] engagements


"1/ $MDB The best strategically positioned cloud company. Let me explain why. The Hyperscalers ( AWS Azure GCP) cloud business growth is clearly showing us how businesses/enterprises are moving to the cloud in an ever increasing way"  
[X Link](https://x.com/ronjonbSaaS/status/1580269804266868736)  2022-10-12T18:50Z 18.4K followers, [---] engagements


"$CRWD vs $S In a day like today the price action in these two names is definitely saying something about the markets sentiment towards them"  
[X Link](https://x.com/ronjonbSaaS/status/1580616623261888512)  2022-10-13T17:49Z 18.4K followers, [--] engagements


"My top [--]. $SNOW $CRWD $ZS $DDOG $MDB $TSLA"  
[X Link](https://x.com/ronjonbSaaS/status/1584934909080383489)  2022-10-25T15:48Z 18.2K followers, [--] engagements


"$CRWD $ZS are my 2nd & 3rd largest positions. This picture today says a lot if you read between the lines. $MSFT $GOOG"  
[X Link](https://x.com/ronjonbSaaS/status/1585288187723014144)  2022-10-26T15:12Z 18.4K followers, [--] engagements


"$ZI Anyone still in this one I remember this being a favorite for some few months ago 😊"  
[X Link](https://x.com/ronjonbSaaS/status/1587814284687736836)  2022-11-02T14:30Z 18.4K followers, [--] engagements


"I can only control what I own. Glad that I don't own names like $ZI $TWLO $TEAM $BILL Will sell my tiny recent position in $NET Will be adding more to my higher priority names like $SNOW $CRWD $ZS πŸ‘‡ 1/ Macro conditions won't abate soon & with Software spending under pressure I made some small adjustments to position sizes Tier1 $SNOW 21% $CRWD 20% $ZS 18% Tier [--] $MDB 13% $DDOG 13% $NET 4% Radar $HCP 1% Non-Saas $TSLA 10% NOTE: Not investing advice Do your own DD 1/ Macro conditions won't abate soon & with Software spending under pressure I made some small adjustments to position sizes Tier1"  
[X Link](https://x.com/ronjonbSaaS/status/1588281793454960640)  2022-11-03T21:27Z 18.4K followers, [--] engagements


"$NET glad to have sold off my small position & added to $SNOW & $CRWD last week with much better FCF margins & way ahead in the Rule of [--] $NET is a good company & may do very well & really hope they do. However I see a huge delta between narratives aspirations vs numbers"  
[X Link](https://x.com/ronjonbSaaS/status/1589646165104295939)  2022-11-07T15:49Z 18.2K followers, [--] engagements


"$SNOW $CRWD $ZS $DDOG $MDB Remember what I said yesterday. Look at my tweets"  
[X Link](https://x.com/ronjonbSaaS/status/1590722499851214850)  2022-11-10T15:06Z 18.2K followers, [--] engagements


"@BTC_noobarino It's now been proved that crypto suffers from the same problems it promised to fix. Unless regulations are in place nothing improves. $BTC won't go to $0 which means $COIN can emerge as the trusted exchanges after this mess. @brian_armstrong"  
[X Link](https://x.com/ronjonbSaaS/status/1594744229267664897)  2022-11-21T17:27Z 18.8K followers, [--] engagements


"@149Dominik It's now been proved that crypto suffers from the same problems it promised to fix. Unless regulations are in place nothing improves. $BTC won't go to $0 which means $COIN can emerge as the trusted exchanges after this mess. @brian_armstrong"  
[X Link](https://x.com/ronjonbSaaS/status/1594744332518842368)  2022-11-21T17:27Z 18.8K followers, [--] engagements


"Eye opener πŸ‘€ Hyper growth SaaS companies please takeaway imp lessons from this & do epic shit @SnowflakeDB @CrowdStrike @zscaler @datadoghq @MongoDB $SNOW $CRWD $ZS $DDOG $MDB"  
[X Link](https://x.com/ronjonbSaaS/status/1596667064701583360)  2022-11-27T00:47Z 18.4K followers, [--] engagements


"Real-time update: I added to $ZS $SNOW $DDOG today. Probably my final buys for this year All funded by $MSFT. Hope Im not making a big mistake 😊"  
[X Link](https://x.com/ronjonbSaaS/status/1598746432080859136)  2022-12-02T18:30Z 18.4K followers, [--] engagements


"Weekend Thought: The macro is Stress Testing SaaS/Cloud pricing models. [----] will be interesting. Usage $SNOW $DDOG $MDB Seat-based $CRWD $ZS Flexibility in scaling up/down is key in optimizing ROI. Like Databases/Data warehouses "usage" doesn't fit Security solutions well. πŸ‘‡ Sometime ago I said that Seat/user /endpoint based pricing SaaS models might be less optimal than usage based. Think $CRWD $ZS vs $DDOG $SNOW & $MDB The question is if Usage models are the future not all SaaS solutions are fit/optimized for usage. Sometime ago I said that Seat/user /endpoint based pricing SaaS models"  
[X Link](https://x.com/ronjonbSaaS/status/1598869224977731584)  2022-12-03T02:38Z 18.4K followers, [--] engagements


"2023 will be hard for SaaS stocks & as someone said expect 2x to be the new 3x Of my top [--]. $SNOW $DDOG $MDB are usage based & makes me feel good. $CRWD & $ZS non-usage based but in a key Security space so I'm okay. Do your DD & Invest wisely in seat-based SaaS in [----] πŸ‘‡"  
[X Link](https://x.com/ronjonbSaaS/status/1599851978867474433)  2022-12-05T19:43Z 18.4K followers, [--] engagements


"$CRM the pioneer of SaaS. See what a 57% drop from the Peak of Nov-2021 can do to SaaS stocks. Isn't that just 2x in [--] years That's why consider to be lucky to do a 2x on any SaaS stock in [----]. Of course if you're in the best names for the next 5-10 years should be fine. Salesforce Growth: [----] $31B (guidance) [----] $26.5B [----] $21.25B [----] $17.1B [----] $13.2B [----] $10.5B [----] $8.4B [----] $6.7B [----] $5.4B [----] $4.1B Thank you Ohana ❀ (Love you forever BT) Salesforce Growth: [----] $31B (guidance) [----] $26.5B [----] $21.25B [----] $17.1B [----] $13.2B [----] $10.5B [----] $8.4B [----] $6.7B [----] $5.4B 2014"  
[X Link](https://x.com/ronjonbSaaS/status/1599867855428030465)  2022-12-05T20:46Z 18.4K followers, [--] engagements


"$CRWD Listen to CEO George Kurtz talk about the market share I mentioned some days ago. πŸ‘‡πŸ‘‡ https://finance.yahoo.com/video/cybersecurity-spending-difficult-cut-despite-161738054.html https://finance.yahoo.com/video/cybersecurity-spending-difficult-cut-despite-161738054.html"  
[X Link](https://x.com/ronjonbSaaS/status/1599981406712889344)  2022-12-06T04:17Z 18.2K followers, [--] engagements


"$MDB $HCP Nice to see these green on a day like this Even if $MDB reaches half of $ORCL s market cap someday itll be an 8x And $MDB is the choice for the next gen cloud apps with unstructured data. So thats not a far fetched goal RDBMS wasnt built for that"  
[X Link](https://x.com/ronjonbSaaS/status/1603855157053493248)  2022-12-16T20:50Z 18.4K followers, [----] engagements


"$ZS $DDOG At this point rationality appears to have left the board I just couldnt ignore the prices & upped my positions. Sadly again funded by $MSFT. If $COUP gets acquired at $8B were taking about [--] of my best SaaS names here Look at their Rev + NRR + FCF + Rule of 40"  
[X Link](https://x.com/ronjonbSaaS/status/1606333122404126720)  2022-12-23T16:57Z 18.3K followers, 17.2K engagements


"Over 90% found my posts helpful I shared my insights in [----]. Perhaps the most difficult year for Tech stocks. Trying to invest in the best & avoid costly mistakes Will wind up this incredible year with some thoughts on $DDOG $MDB $SNOW $ZS $CRWD $TSLA $HCP on Friday πŸ‘"  
[X Link](https://x.com/ronjonbSaaS/status/1608346336474312704)  2022-12-29T06:17Z 18.4K followers, 12.5K engagements


"At least [--] of my [--] stocks closed in green on the last trading day of [----]. $SNOW $TSLA $ZS $CRWD $HCP"  
[X Link](https://x.com/ronjonbSaaS/status/1608935463095775233)  2022-12-30T21:18Z 18.2K followers, [----] engagements


"3/ I'm NOT focused on applications that build on top of that data BUT in those "special" companies that are enabling that digital shift to the cloud That's a reason why I'm not invested in companies like $ZI or $BILL but invested in the following companies. #fintwit"  
[X Link](https://x.com/ronjonbSaaS/status/1609493035406209025)  2023-01-01T10:13Z 18.4K followers, [----] engagements


"$MDB Once again a most popular DB in the Stack Overflow [----] survey * MongoDB used by both Professional Devs & newbies * Support for a large number of languages & application development platforms Good work @MongoDB https://survey.stackoverflow.co/2022/#technology https://survey.stackoverflow.co/2022/#technology"  
[X Link](https://x.com/ronjonbSaaS/status/1610432002955837441)  2023-01-04T00:24Z 18.3K followers, [----] engagements


"All my stocks are doing well today but $HCP $TSLA and $SNOW are performing better than the others like $MDB $DDOG $ZS $CRWD"  
[X Link](https://x.com/ronjonbSaaS/status/1612477429444149257)  2023-01-09T15:52Z 18.4K followers, [----] engagements


"I love the synergy among $ZS $CRWD AWS and $OKTA in working towards enabling a more secured architecture for organizations. 80% of all breaches use compromised identities and can take up to [---] days to identify. Join experts from CrowdStrike @okta @zscaler and @awscloud to learn how you can activate a strong security architecture to protect your organization. πŸ—“: https://t.co/Xrc4leiZEr https://t.co/3lHyYBo0yD 80% of all breaches use compromised identities and can take up to [---] days to identify. Join experts from CrowdStrike @okta @zscaler and @awscloud to learn how you can activate a strong"  
[X Link](https://x.com/ronjonbSaaS/status/1613630211224113152)  2023-01-12T20:13Z 18.4K followers, [----] engagements


"Thanks for your vote The results are out. So do your DD & be careful whom you follow with your investment decisions if youre putting your hard earned πŸ’΅ on the table in software stocks like $SNOW $S $NET $DDOG $UPST $ZS $CRWD See pinned tweet for my holdings. #fintwit πŸ‘‡"  
[X Link](https://x.com/ronjonbSaaS/status/1614097903781580805)  2023-01-14T03:11Z 18.3K followers, [----] engagements


"Nice to see all my names in green for a change. $DDOG $TSLA $ZS $SNOW $MDB $HCP $CRWD"  
[X Link](https://x.com/ronjonbSaaS/status/1615397818071670784)  2023-01-17T17:17Z 18.3K followers, [----] engagements


"$ZS and $NET Does the picture say anything"  
[X Link](https://x.com/ronjonbSaaS/status/1615769055759327233)  2023-01-18T17:52Z 18.4K followers, 11.3K engagements


"$HCP I really like the direction Vault is heading. with integrations with the likes of $NOW $PANW $PD $VMW & more. πŸ‘‡ The HashiCorp #Vault ecosystem continues to grow with the addition of [--] new integrations this past quarter. The additions include @VMware @PaloAltoNtwks @pagerduty @ServiceNow and more. https://t.co/KjP9XljqzG The HashiCorp #Vault ecosystem continues to grow with the addition of [--] new integrations this past quarter. The additions include @VMware @PaloAltoNtwks @pagerduty @ServiceNow and more. https://t.co/KjP9XljqzG"  
[X Link](https://x.com/ronjonbSaaS/status/1616243253896175616)  2023-01-20T01:16Z 18.4K followers, [----] engagements


"Well see my post from yesterday. Crazy times indeed $DDOG $TSLA $SNOW $ZS $CRWD $MDB $HCP If H2 [----] Irrational Exuberance Today Irrational Despair No one knows what to make of $DDOG $MDB $SNOW $ZS $CRWD $HCP & also $TSLA If today proved H2 [----] was right [----] will prove today was right. Super long all the above names. If H2 [----] Irrational Exuberance Today Irrational Despair No one knows what to make of $DDOG $MDB $SNOW $ZS $CRWD $HCP & also $TSLA If today proved H2 [----] was right [----] will prove today was right. Super long all the above names"  
[X Link](https://x.com/ronjonbSaaS/status/1616537767969951744)  2023-01-20T20:46Z 18.3K followers, [----] engagements


"The non SaaS stock $TSLA won this poll And $SNOW was a strong 2nd Both of them are top positions for me 😊 πŸ‘‡"  
[X Link](https://x.com/ronjonbSaaS/status/1617242035135840257)  2023-01-22T19:25Z 18.4K followers, [----] engagements


"January [----] Portfolio Update: FANTASTIC πŸš€πŸš€πŸš€ $TSLA currently 25% in my portfolio. My Jan 1/6 options skyrocketed 200% & the stocks were up 70% My SaaS stocks $SNOW $MDB $DDOG $HCP $ZS $CRWD did well I beat the $NDX the S&P500 & most investors hands down πŸ˜€ #fintwit"  
[X Link](https://x.com/ronjonbSaaS/status/1620706185400942598)  2023-02-01T08:50Z 18.4K followers, [----] engagements


"Nice day for my portfolio $TSLA $DDOG $MDB $SNOW $ZS $CRWD $HCP #fintwit"  
[X Link](https://x.com/ronjonbSaaS/status/1620886740176375808)  2023-02-01T20:48Z 18.4K followers, [----] engagements


"$TSLA Getting there. Up +272% today"  
[X Link](https://x.com/ronjonbSaaS/status/1621193470424776710)  2023-02-02T17:06Z 18.4K followers, [----] engagements


"Another good day $TSLA $HCP $MDB $SNOW $DDOG $ZS $CRWD"  
[X Link](https://x.com/ronjonbSaaS/status/1621194588051607553)  2023-02-02T17:11Z 18.3K followers, [----] engagements


"$BILL I hope those of you who follow me didnt invest in this name. Ive said many times I dont like it. Stay invested in my best names like $TSLA $DDOG $ZS $MDB etc Heres $BILL down 22% after hours"  
[X Link](https://x.com/ronjonbSaaS/status/1621266852898041857)  2023-02-02T21:58Z 18.3K followers, 15.2K engagements


"$BILL Glad that I never liked this one. Down more than 24%. Feel sorry for those with large positions 😞 Dont understand why folks invest in these kind of names when there are so many high quality SaaS businesses. See my pinned tweet"  
[X Link](https://x.com/ronjonbSaaS/status/1621541509643505664)  2023-02-03T16:09Z 18.4K followers, [----] engagements


"$BILL I made +27% despite it being down 27% Remember it was down about 27% after earnings. This is a name I never liked but made 27% in [--] days with these calls. NOTE: Using the market volatility for a little fun πŸ˜„ & it's not to be taken seriously like my $TSLA long calls $BILL Will post something very interesting in the coming weeks. Stay tuned πŸ™‚ $BILL Will post something very interesting in the coming weeks. Stay tuned πŸ™‚"  
[X Link](https://x.com/ronjonbSaaS/status/1623013881559015425)  2023-02-07T17:40Z 18.4K followers, [----] engagements


"Though both $DDOG & $MDB are usage based investors need to understand this important subtle difference that drives consumption. $DDOG Lesser devs may mean less usage. $MDB usage comes from their Customers Customer ( which can be consumers & business apps). Less devs may not matter. BTW: This tweet was [---] characters πŸ˜€"  
[X Link](https://x.com/ronjonbSaaS/status/1624166450603646998)  2023-02-10T22:00Z 18.4K followers, 47.8K engagements


"$DDOG $SNOW $MDB $ZS What does this picture say Even after an absurdly poor guidance from $DDOG they are down about the same as the other names These are some of the best names in SaaS. Either you own them or not. The choice is yours 😊"  
[X Link](https://x.com/ronjonbSaaS/status/1626333752392822784)  2023-02-16T21:32Z 18.3K followers, 18K engagements


"Please dont think Im leaving or abandoning our investment ideas. Its just that I need to focus on an AI project demanding a lot of my time. Ill post my thoughts on the upcoming earnings days for $SNOW $MDB $ZS $CRWD & let you know if I add/sell/trim. Have a nice weekend πŸ˜€ I'll be away from Twitter for a few months. During the worst of times for SaaS/Tech I've tried to guide you & helped staying invested in the best names. I'll post occasionally. As of today I own $TSLA $MDB $DDOG $SNOW $ZS $CRWD $HCP $NET but might sell some & increase others. I'll be away from Twitter for a few months."  
[X Link](https://x.com/ronjonbSaaS/status/1629245550787981312)  2023-02-24T22:23Z 18.4K followers, 18.2K engagements


"These [--] stocks I own will be reporting earnings soon. Mar-1: $SNOW Mar-2: $ZS Mar-7: $CRWD Mar-8: $MDB Which do you think will rise the most after earnings $CRWD $SNOW $ZS $MDB $CRWD $SNOW $ZS $MDB"  
[X Link](https://x.com/ronjonbSaaS/status/1630088081213906944)  2023-02-27T06:10Z 18.4K followers, [----] engagements


"Feb-2023: Who say's it's a bad year My portfolio is up +47% YTD πŸš€ I'm long $TSLA $SNOW $ZS $DDOG $MDB $CRWD"  
[X Link](https://x.com/ronjonbSaaS/status/1630625323632189442)  2023-02-28T17:45Z 18.3K followers, 18.9K engagements


"Lessons worth learning. 2000: I mostly watched the dotcom crash but learned a lot. 2007-08: I used that experience to invest heavily during the GFC in names like $AMZN $AAPL $NFLX $NVDA 2022-23: Now I'm invested mostly in $TSLA $SNOW $MDB $DDOG $ZS $CRWD"  
[X Link](https://x.com/ronjonbSaaS/status/1630840347273347072)  2023-03-01T08:00Z 18.2K followers, 11.2K engagements


"While $SNOW surely didn't do what most expected in this poll let's see what $ZS does today. 🀞"  
[X Link](https://x.com/ronjonbSaaS/status/1631388257459249152)  2023-03-02T20:17Z 18.4K followers, [----] engagements


"My stocks mostly green πŸ˜ƒ $TSLA $MDB $SNOW $DDOG $ZS $CRWD $HCP $NET Added some $ZS today"  
[X Link](https://x.com/ronjonbSaaS/status/1631719347726192641)  2023-03-03T18:13Z 18.3K followers, [----] engagements


"$MDB For those who thought this would go down 20% today. Its still higher than what it was last week 😊"  
[X Link](https://x.com/ronjonbSaaS/status/1633871394160381954)  2023-03-09T16:44Z 18.4K followers, [----] engagements


"Nice to see an all green today. My portfolio $TSLA $SNOW $MDB $ZS $DDOG $CRWD $HCP $NET"  
[X Link](https://x.com/ronjonbSaaS/status/1635359076338257920)  2023-03-13T19:16Z 18.3K followers, 12.3K engagements


"$S Security software is doing better than other segments in this environment so although I don't invest in $S anymore I bought some Mar [--] calls yesterday & they're up +26% today πŸ˜ƒ Let's see what tomorrow brings. I own $CRWD + $ZS Reasons here. https://x.com/ronjonbSaaS/status/1513339629818183688 $CRWD $S & $ZS The companies looking for the best solution with $ZS either want $CRWD for end point sec or just use $MSFT That's the reality $ZS & $CRWD have "Complementary" Sales Teams helping each other My [--] reasons for increasing $CRWD & trimming $S sometime ago."  
[X Link](https://x.com/ronjonbSaaS/status/1635822038639345667)  2023-03-15T01:55Z 18.3K followers, 21.4K engagements


"$MDB someday I think this will be bigger than $ORCL. Its one of my favorites"  
[X Link](https://x.com/ronjonbSaaS/status/1637009560304254976)  2023-03-18T08:34Z 18.4K followers, 19.5K engagements


"Im including $NET with the rest $SNOW $MDB $ZS $CRWD $DDOG in this wake-up call. Either they double down on AI & disrupt or be incumbents who will be disrupted. Complacency will kill. # Reduce costs # Embrace AI # Innovate @SnowflakeDB @datadoghq @zscaler @CrowdStrike @MongoDB You cant be complacent & need to prioritize AI now OR ELSE youll be the incumbent $SNOW $DDOG $ZS $CRWD $MDB @SnowflakeDB @datadoghq @zscaler @CrowdStrike @MongoDB You cant be complacent & need to prioritize AI now OR ELSE youll be the incumbent $SNOW $DDOG $ZS $CRWD $MDB"  
[X Link](https://x.com/ronjonbSaaS/status/1638175467969839104)  2023-03-21T13:47Z 18.4K followers, 13.8K engagements


"Feels good to see some green 😊 $TSLA $SNOW $ZS $MDB $DDOG $CRWD $HCP $NET"  
[X Link](https://x.com/ronjonbSaaS/status/1638253147130036224)  2023-03-21T18:56Z 18.4K followers, [----] engagements


"$S vs $CRWD I'm glad to have moved away from $S a long time ago except using it to make some quick $$. Looking back that tweet ( see below ) almost a year ago why I decided to go with $CRWD seems prescient πŸ™‚ $S Ive made my +68% on this name buying some calls. However $S is not what Im invested in. Its days are numbered. I own $CRWD & $ZS for the long term. $S Ive made my +68% on this name buying some calls. However $S is not what Im invested in. Its days are numbered. I own $CRWD & $ZS for the long term"  
[X Link](https://x.com/ronjonbSaaS/status/1638433217668853760)  2023-03-22T06:51Z 18.4K followers, [----] engagements


"$MDB This is great Thanks to @EdwardAJones80 for bringing it to my notice. πŸ‘‡ @EdwardAJones80 @MongoDB Yes this is great I had written a long time ago how a lightweight analytics engine will work great with MongoDB $MDB ( as you're working closest to the data) without having to move it to a warehouse ( $SNOW ) or a data lake ( like Databricks). This will support many use cases @EdwardAJones80 @MongoDB Yes this is great I had written a long time ago how a lightweight analytics engine will work great with MongoDB $MDB ( as you're working closest to the data) without having to move it to a"  
[X Link](https://x.com/ronjonbSaaS/status/1640098164446474241)  2023-03-26T21:07Z 18.4K followers, [----] engagements


"If you thought $LSPD $UPST were losers wait until you see the next $IOT Samsara. I wonder how this company is even in this list πŸ™‚"  
[X Link](https://x.com/ronjonbSaaS/status/1640616760209723394)  2023-03-28T07:28Z 19.5K followers, 10.6K engagements


"$ZS Nice πŸ‘ The Zscaler Zero Trust Exchange platform is the latest step in Colts digital transformation journey supporting Colts Flexible First hybrid work strategy. See why Colt relies on Zscaler to protect its [----] workers in over [--] countries. https://t.co/6GMmIFvyil https://t.co/o9U4w5nLl0 The Zscaler Zero Trust Exchange platform is the latest step in Colts digital transformation journey supporting Colts Flexible First hybrid work strategy. See why Colt relies on Zscaler to protect its [----] workers in over [--] countries. https://t.co/6GMmIFvyil https://t.co/o9U4w5nLl0"  
[X Link](https://x.com/ronjonbSaaS/status/1641481443548311564)  2023-03-30T16:44Z 18.3K followers, [----] engagements


"$HCP "HashiCorp Terraform now supports more than [----] integrations with more than [---] partners including Amazon Web Services (AWS) Microsoft Azure Google Cloud Confluent Datadog MongoDB Palo Alto Networks ServiceNow and Zscaler." The HashiCorp #Terraform integrations ecosystem has reached a new milestone surpassing [----] providers in the registry. πŸ™Œ πŸ’œ https://t.co/WYjdYiCHMK The HashiCorp #Terraform integrations ecosystem has reached a new milestone surpassing [----] providers in the registry. πŸ™Œ πŸ’œ https://t.co/WYjdYiCHMK"  
[X Link](https://x.com/ronjonbSaaS/status/1641694484235948032)  2023-03-31T06:50Z 19.1K followers, [----] engagements


"Was yesterdays tweet a timely one ☝ Long $TSLA $CRWD $MDB $DDOG $SNOW $NET $HCP πŸ‘‡ This might be the best time to add to my SaaS names like $CRWD $MDB $DDOG $ZS $HCP $NET $SNOW. Why No one is talking about this or perhaps missing it. ChatGPT GitHub Copilot & the power of AI is a great blessing for our SaaS stocks. This tectonic change using AI will This might be the best time to add to my SaaS names like $CRWD $MDB $DDOG $ZS $HCP $NET $SNOW. Why No one is talking about this or perhaps missing it. ChatGPT GitHub Copilot & the power of AI is a great blessing for our SaaS stocks. This tectonic"  
[X Link](https://x.com/ronjonbSaaS/status/1641845003625578497)  2023-03-31T16:48Z 18.3K followers, 18.6K engagements


"Portfolio Update: 4/1/2023 [--] years has taught me a lot I saw the dot com implosion in [----]. Invested in $AMZN $AAPL $NFLX $NVDA during the GFC in 2007-08. Today here's how my portfolio of $TSLA $SNOW $MDB $CRWD $DDOG $ZS $NET $HCP has done YTD. Up +37% πŸš€ *Bonus: All my $TSLA calls + the ones bought just in March [----] has performed extremely well. The Jan-23 ones are up +300% πŸš€πŸš€πŸš€ *I've multiple brokerage accounts this is a snapshot of just one"  
[X Link](https://x.com/ronjonbSaaS/status/1642074647666774017)  2023-04-01T08:01Z 18.3K followers, 38.8K engagements


"What a day Thanks to Mr. Market & the dumb algos & machines. I bought more $TSLA $CRWD $ZS & $MDB today. Building my portfolio while the Gov/Fed figures out how to fix the economy. By the time they figure out I'll probably make some good profit in [--] years"  
[X Link](https://x.com/ronjonbSaaS/status/1643645468247990272)  2023-04-05T16:03Z 18.3K followers, 18.7K engagements


"$MDB You know how much I like this one ☝ Performing the best today among all I names I own. πŸ‘‡"  
[X Link](https://x.com/ronjonbSaaS/status/1646184773990367232)  2023-04-12T16:13Z 18.4K followers, [----] engagements


"My comment about Databricks was quite timely This is an excellent move by Databricks πŸ‘ Someday Ill probably own more Databricks than $SNOW. Free Dolly Introducing the first *commercially viable* open source instruction-following LLM. Dolly [---] is available for commercial applications without having to pay for API access or sharing data with 3rd parties. https://t.co/HtRVSmArFU Free Dolly Introducing the first *commercially viable* open source instruction-following LLM. Dolly [---] is available for commercial applications without having to pay for API access or sharing data with 3rd parties."  
[X Link](https://x.com/ronjonbSaaS/status/1646297271267622912)  2023-04-12T23:40Z 18.4K followers, 18.5K engagements


"$LSPD $AMPL $UPST $ZI $BILL $MNDY $IOT Anything in common Answer: Herd mentality/ Echo chamber. Keep away"  
[X Link](https://x.com/ronjonbSaaS/status/1646442969397075968)  2023-04-13T09:19Z 18.4K followers, 11K engagements


"$CRWD $ZS. This should be πŸ‘ Were stronger together with our partners"  
[X Link](https://x.com/ronjonbSaaS/status/1647694057236475905)  2023-04-16T20:10Z 18.3K followers, 10.7K engagements


"$TSLA $MDB $CRWD $SNOW $ZS $DDOG $NET $HCP Keep calm 😌 This is why $TSLA is 40% of my portfolio & why I call it as a hedge for my SaaS stocks"  
[X Link](https://x.com/ronjonbSaaS/status/1650903188529348610)  2023-04-25T16:42Z 18.3K followers, 20.5K engagements


"$ENPH down -25% πŸ”» YOU WERE WARNED [--] DAYS AGO πŸ‘‡πŸ‘‡πŸ‘‡ If someone is not invested in $TSLA for the next 5-10 years what kind of investors are they Id like to know 😊 Bias has and always will be costly Go buy $ENPH 🀑 If someone is not invested in $TSLA for the next 5-10 years what kind of investors are they Id like to know 😊 Bias has and always will be costly Go buy $ENPH 🀑"  
[X Link](https://x.com/ronjonbSaaS/status/1651260607059103744)  2023-04-26T16:23Z 18.4K followers, 14.5K engagements


"$ENPH Now down more than 26% πŸ”» If you havent learned a lesson with $UPST $LSPD etc be super careful whom you follow Anyone who heeded my warning [--] days ago would be saved some pain today"  
[X Link](https://x.com/ronjonbSaaS/status/1651313686802477061)  2023-04-26T19:53Z 18.4K followers, 12.6K engagements


"$DDOG Ive owned this 🐢 since its IPO. Hope youve stayed in the game with me"  
[X Link](https://x.com/ronjonbSaaS/status/1651412333988835329)  2023-04-27T02:25Z 18.4K followers, [----] engagements


"$NET proved me right Those of you who follow me know how much skepticism Ive had for this name. See my pinned tweet at the beginning of the year. It wasnt a part of my portfolio. Recently I had started a very small position to keep them on my radar. Now Im convinced this one doesnt deserve that Ill sell off my tiny position. $NET thanks for proving my thesis correct that this is just another CDN company that is overly hyped Much talk and less Work Good riddance πŸ‘‡πŸ‘‡πŸ‘‡ 1/ Happy New Year [----] was hard & [----] may be worse In the past [--] years the best stocks I owned were $AAPL $AMZN $GOOG $NVDA"  
[X Link](https://x.com/ronjonbSaaS/status/1651705395726159872)  2023-04-27T21:50Z 18.2K followers, 34.6K engagements


"$NET Heres how a [--] year disaster looks like. Ive been disliked by many for bashing $NET for a long time. During the last Q I took a tiny position to keep it on my radar but now my initial skepticism has been proven correct. The AWS & $ZS killer is mostly talk & less work"  
[X Link](https://x.com/ronjonbSaaS/status/1651984909161078785)  2023-04-28T16:21Z 18.3K followers, 14.9K engagements


"$TSLA & $NVDA made my portfolio look a little better on Friday as all the SaaS names $MDB $CRWD $ZS $SNOW $DDOG were red. Now with my SaaS and Non-SaaS holdings almost at an even 1:1 ratio I feel good. Lets see what next week brings up"  
[X Link](https://x.com/ronjonbSaaS/status/1652715369562529793)  2023-04-30T16:43Z 18.4K followers, [----] engagements


"$DDOG $MDB $SNOW Three names I own and hope helped in keeping you invested during these tough times πŸ˜€"  
[X Link](https://x.com/ronjonbSaaS/status/1654134757297627136)  2023-05-04T14:43Z 18.4K followers, [----] engagements


"$TSLA $MDB $CRWD are my top [--] positions making up about 70% of my portfolio This is how theyve done YTD"  
[X Link](https://x.com/ronjonbSaaS/status/1654501653142282247)  2023-05-05T15:01Z 18.4K followers, [----] engagements


"$ZS +20% πŸš€believe I truly deserve a thanks to keep you in this name all along. Its my 4th largest position after $TSLA $MDB & $CRWD You should also thank me for helping to stay away from $NET. What I had bee harping all along is showing up now 😊"  
[X Link](https://x.com/ronjonbSaaS/status/1655592323261112320)  2023-05-08T15:15Z 18.4K followers, 24.4K engagements


"$TSLA killers $LCID $RIVN πŸ˜‚ Not too long before both of these go belly up 😊 YTD charts"  
[X Link](https://x.com/ronjonbSaaS/status/1656181182143553538)  2023-05-10T06:15Z 18.4K followers, [----] engagements


"$ZS What a beast πŸš€"  
[X Link](https://x.com/ronjonbSaaS/status/1656330969824235522)  2023-05-10T16:10Z 18.4K followers, [----] engagements


"My top SaaS stocks $MDB $CRWD $ZS $DDOG $SNOW"  
[X Link](https://x.com/ronjonbSaaS/status/1656331850313523200)  2023-05-10T16:14Z 18.3K followers, [----] engagements


"I feel great 😊 with $MDB $CRWD and $ZS being almost equal sized positions right after $TSLA. If any on my stocks have the potential to 10x within the next [--] years itll probably be $MDB. Great YTD run"  
[X Link](https://x.com/ronjonbSaaS/status/1656716356535091200)  2023-05-11T17:42Z 18.4K followers, [----] engagements


"$MDB $CRWD $ZS $DDOG $SNOW The markets were bleak the future unsure Investors anxious profits obscure. But now the winds are shifting a change in the air High growth SaaS profits to bear. The sun shines ahead a bright new dawn Investors rejoice the good days are born. Somehow I feel the worst for high growth SaaS is behind us"  
[X Link](https://x.com/ronjonbSaaS/status/1657074692652675072)  2023-05-12T17:26Z 18.4K followers, 22.8K engagements


"$NVDA https://www.cnbc.com/2023/05/09/stanley-druckenmiller-says-ai-could-win-big-coming-out-of-a-recession-likes-nvidia.html https://www.cnbc.com/2023/05/09/stanley-druckenmiller-says-ai-could-win-big-coming-out-of-a-recession-likes-nvidia.html"  
[X Link](https://x.com/ronjonbSaaS/status/1657181742204108800)  2023-05-13T00:31Z 18.4K followers, [----] engagements


"$NET All that talk about being milliseconds away from a customer doesnt matter. CDN players will not have any advantage of running AI models on the edge. AI is all about compute and inferencing. $MSFT (OpenAI) $GOOG $AMZN & $META are going to win"  
[X Link](https://x.com/ronjonbSaaS/status/1657308008517619712)  2023-05-13T08:53Z 18.3K followers, 13.8K engagements


"Yes running something like ChatGPT/ Bard will mean significantly increasing compute & storage which will increase the cost of running the CDN business. And you're right model sizes will be limited ( which negates the usefulness). At this point most of the stuff that $NET talks about is attention seeking. like $ZS $PANW killer in security. AWS S3 killer in storage. Now AI/ML. Unfortunately they haven't been able to prove any of that with their numbers"  
[X Link](https://x.com/ronjonbSaaS/status/1657839818595012608)  2023-05-14T20:06Z 18.4K followers, [---] engagements


"$NET Anyone who bought shares of $RIVN after their IPO is disconnected from reality Btw I had bought shares of $TSLA after their IPO & once again its my largest position. After reading this its making more sense that I sold my tiny position in $NET πŸ˜€ When $RIVN went public a couple months later I bought shares in the IPO. That's turned out to be among my worse decisions on a stock but again I really don't care. I haven't sold a share. I believe in @RJScaringe's vision and I'm in for the long term. 6/N When $RIVN went public a couple months later I bought shares in the IPO. That's turned out"  
[X Link](https://x.com/ronjonbSaaS/status/1657977379170693121)  2023-05-15T05:13Z 18.4K followers, 14.5K engagements


"Btw this is the $RIVN chart since IPO & the $TSLA one πŸ˜€"  
[X Link](https://x.com/ronjonbSaaS/status/1658024303772966913)  2023-05-15T08:19Z 18.4K followers, [----] engagements


"$NET Shifted from the Security bandwagon to sell AI now πŸ˜€ Words go only that far Theres a reason Cloudflare is the most common cloud in the stack across a majority of the leading AI companies. Theres a reason Cloudflare is the most common cloud in the stack across a majority of the leading AI companies"  
[X Link](https://x.com/ronjonbSaaS/status/1658029271905091584)  2023-05-15T08:39Z 18.4K followers, [----] engagements


"$MDB has a beautiful YTD chart"  
[X Link](https://x.com/ronjonbSaaS/status/1658123349199839232)  2023-05-15T14:53Z 18.3K followers, [----] engagements


"Rare day Everything green βœ… $MDB $CRWD $ZS $DDOG $SNOW $HCP $TSLA $NVDA"  
[X Link](https://x.com/ronjonbSaaS/status/1658160575409713152)  2023-05-15T17:21Z 18K followers, [----] engagements


"Wasn't that a "timely tweet" $MDB $CRWD $ZS $DDOG $SNOW $HCP 5/12/23: "Somehow I feel the worst for high growth SaaS is behind us." πŸ‘‡πŸ‘‡"  
[X Link](https://x.com/ronjonbSaaS/status/1658171924135153664)  2023-05-15T18:06Z 13K followers, [--] engagements


"@nouvictor You missed the point of the tweet. This tweet is about my SaaS holdings. $TSLA isn't SaaS πŸ˜„"  
[X Link](https://x.com/ronjonbSaaS/status/1658179510523809792)  2023-05-15T18:36Z 18.4K followers, [---] engagements


"@nouvictor $TSLA is my largest position"  
[X Link](https://x.com/ronjonbSaaS/status/1658180213178789888)  2023-05-15T18:39Z 13K followers, [--] engagements


"$MDB ASEAN AWS Global Software Partner of the Year. πŸŽ‰"  
[X Link](https://x.com/ronjonbSaaS/status/1658355738044145665)  2023-05-16T06:16Z 13K followers, [--] engagements


"Following me into $TSLA & $NVDA My non SaaS stocks Appaloosa opened a new 150000-share position in Tesla a new 150000-share position in Nvidia"  
[X Link](https://x.com/ronjonbSaaS/status/1658513734908911616)  2023-05-16T16:44Z 13K followers, [--] engagements


"On a side note Ive never seen folks worried about their careers as much. This is mainly talking to my friends over the past few weekends and they work at $MSFT $GOOG $AMZN & $META"  
[X Link](https://x.com/ronjonbSaaS/status/1658540867349774336)  2023-05-16T18:32Z 13K followers, [--] engagements


"I almost joined $GOOG after leaving $MSFT in [----]. On hindsight glad I didnt πŸ˜€"  
[X Link](https://x.com/ronjonbSaaS/status/1658542348694093824)  2023-05-16T18:38Z 13K followers, [--] engagements


"$MDB Nice .global expansion of MongoDB Atlas on AWS in the Middle East Europe and APAC. The launch of regions in the United Arab Emirates (UAE) Zurich Spain Hyderabad and Melbourne expands availability of MongoDB Atlas to 27+ AWS regions around the world"  
[X Link](https://x.com/ronjonbSaaS/status/1658557165798555648)  2023-05-16T19:36Z 13K followers, [--] engagements


"$TSLA FSD beta is growing hyper-exponentially Elon just now at the Annual Shareholders Meeting"  
[X Link](https://x.com/ronjonbSaaS/status/1658573091063349248)  2023-05-16T20:40Z 13K followers, [--] engagements


"$TSLA Anyone who is a long term investor will do extremely well - Elon 40% of my portfolio is in $TSLA I wish one of my SaaS stocks does insanely well in the next [--] months so that I dont need to trim $TSLA to bring it to 30%"  
[X Link](https://x.com/ronjonbSaaS/status/1658575261376614400)  2023-05-16T20:48Z 13K followers, [--] engagements


"$TSLA Elon just said In addition to Cybertruck later this year which will exceed expectations therell be [--] new products thatll will probably make in excess of [--] million units a year combined Optimus πŸš€"  
[X Link](https://x.com/ronjonbSaaS/status/1658577865485750280)  2023-05-16T20:59Z 13K followers, [--] engagements


"$TSLA Optimus will be the real deal πŸ‘"  
[X Link](https://x.com/ronjonbSaaS/status/1658693051248943104)  2023-05-17T04:36Z 13K followers, [--] engagements


"Bet against/short my portfolio of $TSLA $MDB $CRWD $ZS $DDOG $SNOW $NVDA & tiny positions in $HCP $S πŸ€”"  
[X Link](https://x.com/ronjonbSaaS/status/1658729099005923328)  2023-05-17T07:00Z 13K followers, [--] engagements


"$ZS Happy with this"  
[X Link](https://x.com/ronjonbSaaS/status/1658742391761948672)  2023-05-17T07:52Z 13K followers, [--] engagements


"Nice YTD charts $MDB $NVDA"  
[X Link](https://x.com/ronjonbSaaS/status/1658903096431452198)  2023-05-17T18:31Z 18K followers, [----] engagements


"$SNOW If talks about acquiring Neeva is true it can be great for Snowflake's AI journey. I think Neeva already has around 1M users"  
[X Link](https://x.com/ronjonbSaaS/status/1658950185106673665)  2023-05-17T21:38Z 13K followers, [--] engagements


"$MDB This should be nice"  
[X Link](https://x.com/ronjonbSaaS/status/1659055222625550338)  2023-05-18T04:36Z 13.1K followers, [--] engagements


"$TSLA being my largest position I may be biased but not too far away therell be a ChatGPT Moment for Tesla And then"  
[X Link](https://x.com/ronjonbSaaS/status/1659058533709803520)  2023-05-18T04:49Z 13K followers, [--] engagements


"And then $TSLA s market cap will be $AAPL + $MSFT"  
[X Link](https://x.com/ronjonbSaaS/status/1659068114410278913)  2023-05-18T05:27Z 13K followers, [--] engagements


"I had bought $BTC & $ETH some years ago and sold them at a profit. In fact when I bought $ETH very few knew about Vitalik Buterin. Now should I"  
[X Link](https://x.com/ronjonbSaaS/status/1659093116203290624)  2023-05-18T07:06Z 13K followers, [--] engagements


"IMPORTANT: The reason $TSLA is 40% of my portfolio πŸ’Ό Lets say you want to increase your portfolio 5x in the next [--] years. So your $10K becomes $50K $50K becomes $250K $250K becomes $1.25M $1.25M becomes $6.35M & you retire πŸ’ƒπŸ•Ί To get to that outcome youll need to"  
[X Link](https://x.com/ronjonbSaaS/status/1659099860245819392)  2023-05-18T07:33Z 13K followers, [--] engagements


"$NVDA Wasnt a very bad decision to get into around a month ago. My goal was to get out with 40% returns & put that cash back into my other positions. Lets see if it gets there. Its up about 15% for me πŸ˜€"  
[X Link](https://x.com/ronjonbSaaS/status/1659251495488081920)  2023-05-18T17:35Z 13K followers, [--] engagements


"$NET No other company can beat these guys when it comes to pumping The 4th cloud $ZS $PANW killer AWS killer & now everything AI 🀣 If the last Q wasnt an eye opener just watch the dumping after the next Q. Until then enjoy the ride πŸ˜ƒ"  
[X Link](https://x.com/ronjonbSaaS/status/1659252613492113414)  2023-05-18T17:40Z 18K followers, 10.8K engagements


"$NVDA Read my thoughts about Nvidia again. Their Accelerated Computing is a big differentiator & Generative AI is the killer app for Accelerated Computing. I'm up 15% since taking the $NVDA position. If the stock runs up another 10-15% before earnings I'll trim. If it tanks"  
[X Link](https://x.com/ronjonbSaaS/status/1659464255719239681)  2023-05-19T07:41Z 13K followers, [--] engagements


"@sv_techie Hope they dont land up in this situation. boolean talkAi = true; while ( talkAi ) // talk more AI $NET"  
[X Link](https://x.com/ronjonbSaaS/status/1659577690935140352)  2023-05-19T15:12Z 13K followers, [--] engagements


"$NET This didnt age well. Im long $ZS and added a little more"  
[X Link](https://x.com/ronjonbSaaS/status/1659625756203565056)  2023-05-19T18:23Z 13K followers, [--] engagements


"$NET Now its suddenly all about AI This interview looks well rehearsed as promotional content & is essentially a joke 🀣 with the clowns @CNBC It helps to temporarily bump up the share price thoughπŸ˜ƒ"  
[X Link](https://x.com/ronjonbSaaS/status/1659816467901353985)  2023-05-20T07:00Z 13K followers, [--] engagements


""Microsoft = MacroHard" ChatGPT is only the trailer. $TSLA is on it's way to become the greatest AI company. Let that sink in @elonmusk"  
[X Link](https://x.com/ronjonbSaaS/status/1659837297188311041)  2023-05-20T08:23Z 13K followers, [--] engagements


"$MDB Look at my profile picture. I shipped SQL Server at $MSFT. And $MDB is one of my largest positions after $TSLA"  
[X Link](https://x.com/ronjonbSaaS/status/1659838226402779136)  2023-05-20T08:27Z 18.2K followers, 17.2K engagements


"@sv_techie and the models that will enable the next gen breakthroughs in fields like drug discovery ( which is a huge market) will need to be powered by a lot of advanced compute. Accelerated computing who does this better than $NVDA today"  
[X Link](https://x.com/ronjonbSaaS/status/1659843675856453633)  2023-05-20T08:49Z 13K followers, [--] engagements


"@BulldozerBob @elonmusk πŸ’― $TSLA has another hidden advantage that very few understand. In addition to the FSD software most of the software they use for running the business is written in house and they don't really have to pay to other SaaS providers"  
[X Link](https://x.com/ronjonbSaaS/status/1660040249127616512)  2023-05-20T21:50Z 13K followers, [--] engagements


"Interesting $NVDA chart. Thanks @ecommerceshares The last peak was driven by ZIRP & crypto frenzy. This time it's fueled by AI. Everyone now want's a share of the pie. $MSFT will be building chips. $AMZN already had them. But $NVDA will rule for a while"  
[X Link](https://x.com/ronjonbSaaS/status/1660697816921161728)  2023-05-22T17:23Z 13K followers, [--] engagements


"And AI is here to stay. I'm long $NVDA with a 5% position. If it tanks after earnings I may add a little"  
[X Link](https://x.com/ronjonbSaaS/status/1660698465993887745)  2023-05-22T17:25Z 13K followers, [--] engagements


"Hang in there. It's never easy to make πŸ€‘ by being anxious overly focussed on QoQ results or worst selling out Nothing has really changed in the underlying business of the SaaS names I owned since the start of the year. $MDB $DDOG $SNOW $ZS $CRWD $HCP+ a little $S & $GTLB πŸ‘‡ 1/ Happy New Year [----] was hard & [----] may be worse In the past [--] years the best stocks I owned were $AAPL $AMZN $GOOG $NVDA & $MSFT ( being an employee πŸ™‚). They've grown to the biggest tech names today Now I'm invested in $MDB $DDOG $SNOW $TSLA $ZS $CRWD $HCP. #fintwit 1/ Happy New Year [----] was hard & [----] may be"  
[X Link](https://x.com/ronjonbSaaS/status/1660758106559893505)  2023-05-22T21:22Z 18.2K followers, 14.9K engagements


"@RedDevi52539977 What is $NET"  
[X Link](https://x.com/ronjonbSaaS/status/1660766528495812609)  2023-05-22T21:56Z 18.4K followers, [---] engagements


"@MoritzMDrews @LisaOnCloouud9 @Laneylawyer The fact that $SNOW has been growing on Azure is a good thing. And while AWS is still their largest its worthwhile to note that AWS needs them more than ever ( specially for larger accounts). Even if it means losing some Redshift business they open up opportunities to upsell"  
[X Link](https://x.com/ronjonbSaaS/status/1661056527636238336)  2023-05-23T17:08Z 13K followers, [--] engagements


"$CRWD I like this πŸ‘ AI-powered IoAs use machine intelligence to stop breaches detecting and predicting malicious patterns of behavior in real time regardless of tools or malware used"  
[X Link](https://x.com/ronjonbSaaS/status/1661116941304729601)  2023-05-23T21:08Z 13K followers, [--] engagements


"@MoritzMDrews Awesome Not sure if you know but $SNOW was a 20% position for me for a while and its still a very decent 10%. Waiting for tomorrow 🀞"  
[X Link](https://x.com/ronjonbSaaS/status/1661207053191516160)  2023-05-24T03:06Z 18.4K followers, [----] engagements


"If you love disruption innovation AI software sustainable energy & a cleaner planet & poised to become the greatest of all and YET dont own $TSLA youre doing a disservice to yourself $TSLA βœ… Super long with a 40% position"  
[X Link](https://x.com/ronjonbSaaS/status/1661209299392290816)  2023-05-24T03:15Z 13K followers, [--] engagements


"Ill retweet this exactly [--] year from now $TSLA"  
[X Link](https://x.com/ronjonbSaaS/status/1661210788873506817)  2023-05-24T03:21Z 18.4K followers, [----] engagements


"@sv_techie @BigBullCap @BigCForever Trust $SNOW"  
[X Link](https://x.com/ronjonbSaaS/status/1661212349439840257)  2023-05-24T03:27Z 13K followers, [--] engagements


"@sv_techie @BigBullCap @BigCForever Let thy trust not be shaken so soon in $SNOW 😊"  
[X Link](https://x.com/ronjonbSaaS/status/1661212560417521664)  2023-05-24T03:28Z 13K followers, [--] engagements


"@sv_techie @BigBullCap @BigCForever I hold both $SNOW 10% & $NVDA 5%. So yes an interesting day tomorrow shall be. If $NVDA tanks might add a little or buy a few calls. Lets see"  
[X Link](https://x.com/ronjonbSaaS/status/1661213403657154563)  2023-05-24T03:31Z 13K followers, [--] engagements


"$SNOW Time for the all important poll. After earnings tomorrow"  
[X Link](https://x.com/ronjonbSaaS/status/1661216278579933188)  2023-05-24T03:43Z 13K followers, [--] engagements


"$NVDA Time for the poll After earnings tomorrow"  
[X Link](https://x.com/ronjonbSaaS/status/1661216627134971910)  2023-05-24T03:44Z 13K followers, [--] engagements


"$NVDA earnings outcome in one sentence. If demand for Nvidia GPUs supply $NVDA soars"  
[X Link](https://x.com/ronjonbSaaS/status/1661247007225438209)  2023-05-24T05:45Z 13K followers, [--] engagements


"$TSLA If the next factory is built in India & FSD is tested on Indian roads itll be a guarantee that FSD can work anywhere. This would be the ultimate stress/load test for FSD. I havent yet seen my Tesla detecting a πŸ„ yet ( no pun intended) Things are looking positive πŸ‘€"  
[X Link](https://x.com/ronjonbSaaS/status/1661260577367523329)  2023-05-24T06:39Z 10.9K followers, [--] engagements


"If $PANW earnings are any indication $ZS & $CRWD should do very well. Both of these are large holdings for me"  
[X Link](https://x.com/ronjonbSaaS/status/1661267148143034369)  2023-05-24T07:05Z 18K followers, [----] engagements


"$NVDA I have a 5% position. Up +14% after hours πŸš€πŸš€ $SNOW I have a 10% position. Down -11% after hours. Nothing to worry itll be higher in a week πŸ˜€"  
[X Link](https://x.com/ronjonbSaaS/status/1661469913062715392)  2023-05-24T20:31Z 17.3K followers, 52K engagements


"$NVDA Please say a thanks if you followed along Up +19% after hours πŸš€πŸš€πŸš€ Read this once again πŸ‘‡πŸ‘‡πŸ‘‡"  
[X Link](https://x.com/ronjonbSaaS/status/1661472552836009984)  2023-05-24T20:41Z 13K followers, [--] engagements


"$NVDA Up +26% as I type. This single sentence from yesterday sums up everything $NVDA earnings outcome in one sentence. If demand for Nvidia GPUs supply $NVDA soars $NVDA earnings outcome in one sentence. If demand for Nvidia GPUs supply $NVDA soars"  
[X Link](https://x.com/ronjonbSaaS/status/1661486457356451841)  2023-05-24T21:36Z 18.4K followers, [----] engagements


"One for $NVDA shorts. We will we will f*ck you"  
[X Link](https://x.com/ronjonbSaaS/status/1661487892005543936)  2023-05-24T21:42Z 13K followers, [--] engagements


"Update: $NVDA 5% position AH +24% $SNOW 10% position AF -12% Tomorrow I plan to trim $NVDA to keep it at 5% May add a little $SNOW if it's down around 15% to maintain it at 10%. I don't see any red flags except guidance ( which is prudent imo). Generative AI will be a"  
[X Link](https://x.com/ronjonbSaaS/status/1661580910901485568)  2023-05-25T03:52Z 13K followers, [--] engagements


"@amoros77 I think you did a wise thing to buy $TSLA. My Tesla position is way bigger than my $NVDA position for a reason 😊"  
[X Link](https://x.com/ronjonbSaaS/status/1661585779553075200)  2023-05-25T04:11Z 13K followers, [--] engagements


"$NVDA Hard to imagine I owned this since 2007-2008 I had sold out during the bitcoin frenzy for a great profit & here Im making profits on this againπŸš€πŸš€πŸš€"  
[X Link](https://x.com/ronjonbSaaS/status/1661748817803497476)  2023-05-25T14:59Z 13K followers, [--] engagements


"$NVDA $SNOW Please sell me some of your $SNOW shares πŸ™ πŸ‘‡ Update: $NVDA 5% position AH +24% $SNOW 10% position AF -12% Tomorrow I plan to trim $NVDA to keep it at 5% May add a little $SNOW if it's down around 15% to maintain it at 10%. I don't see any red flags except guidance ( which is prudent imo). Generative AI will be a Update: $NVDA 5% position AH +24% $SNOW 10% position AF -12% Tomorrow I plan to trim $NVDA to keep it at 5% May add a little $SNOW if it's down around 15% to maintain it at 10%. I don't see any red flags except guidance ( which is prudent imo). Generative AI will be a"  
[X Link](https://x.com/ronjonbSaaS/status/1661750152628178951)  2023-05-25T15:04Z 18.4K followers, [----] engagements


"$MDB I like this πŸ‘"  
[X Link](https://x.com/ronjonbSaaS/status/1661753584621617153)  2023-06-26T06:52Z 13K followers, [----] engagements


"$NVDA My thesis was built on * An Inflection Point in Generative AI * End of Moores law But never thought it would be up +27% today So Im trimming a bit Cheers 🍻 πŸ‘‡"  
[X Link](https://x.com/ronjonbSaaS/status/1661760736581013504)  2023-05-25T15:46Z 13K followers, [--] engagements


"@BigBullCap Most of the time I've been super long $CRWD and still am. However I have restarted a small position in $S some weeks back. The endpoint security market is huge and they should do pretty well"  
[X Link](https://x.com/ronjonbSaaS/status/1661762047858860032)  2023-05-25T15:52Z 13K followers, [--] engagements


"@ItmustbeDNS Buying a little $SNOW"  
[X Link](https://x.com/ronjonbSaaS/status/1661764090384240642)  2023-05-25T16:00Z 13K followers, [--] engagements


"$SNOW Okay I added a little more today to maintain my 10% position at a nice discount. Next year this time we shall be doing the happy dance πŸ•ΊπŸ’ƒ"  
[X Link](https://x.com/ronjonbSaaS/status/1661785143684784128)  2023-05-25T17:23Z 13K followers, [--] engagements


"@sv_techie "trust/confidentiality/security/guard rails". I think this is where $SNOW with all the data on their platform should have an advantage. All the work they've done around data governance policy sharing should pay off"  
[X Link](https://x.com/ronjonbSaaS/status/1661786126624120832)  2023-05-25T17:27Z 13K followers, [--] engagements


"@JoshS1017 Position sizes in my portfolio. I want $NVDA to be 5% & $SNOW to be 10%"  
[X Link](https://x.com/ronjonbSaaS/status/1661786313388097536)  2023-05-25T17:28Z 13K followers, [--] engagements


"$MDB This partnership with Alibaba cloud is great Collaboration enables Alibaba Cloud customers to use MongoDB's flexible and highly scalable document-based data model and has led to 8x growth in usage since [----] Done well YTD. Looking forward to 6/1 1st Q [--] earnings"  
[X Link](https://x.com/ronjonbSaaS/status/1661796257705369600)  2023-05-25T18:07Z 18K followers, [----] engagements


"@altcap @CNBC @Downtown @ScottWapnerCNBC @nvidia @sama True Glad that $NVDA is in my portfolio. Also the sell off in $SNOW looks like a good opportunity to own a company that should benefit from Gen AI"  
[X Link](https://x.com/ronjonbSaaS/status/1661829800783380480)  2023-05-25T20:21Z 13K followers, [--] engagements


"@demdj757 @simpleinvest01 @BluSuitDillon @FIREDUpWealth @davey_juice @StockMarketNerd Thanks πŸ™"  
[X Link](https://x.com/ronjonbSaaS/status/1661881400352702466)  2023-05-25T23:46Z 13K followers, [--] engagements


"@FinallyFoolin @SnowflakeDB Be sure to check on their $NVDA RAPIDS status"  
[X Link](https://x.com/ronjonbSaaS/status/1661882176546443264)  2023-05-25T23:49Z 18.4K followers, [---] engagements


"$TSLA Its not easy to allocate a huge portion of a portfolio to a single stock. The reason I bought a ton at $107 at the beginning of the year when every negative thing was working against Tesla is perhaps the best move I made in years Time will tell"  
[X Link](https://x.com/anyuser/status/1661935118775369730)  2023-05-26T03:19Z [--] followers, [--] engagements


"The ONLY lesson you need to learn if investing in tech Dont focus on Quarterly earnings. Understand the * [--] to [--] Disruption * Moat & ability to create TAM * Sales model Many have lost fortunes by selling out of $AAPL $AMZN $NVDA $TSLA"  
[X Link](https://x.com/ronjonbSaaS/status/1662022136582795264)  2023-05-26T09:05Z 13K followers, [--] engagements


"It amazes me when folks are invested in the likes of $BILL $MNDY etc. πŸ˜„ Folks have got a lot to learn πŸ˜„"  
[X Link](https://x.com/ronjonbSaaS/status/1662041664666603520)  2023-05-26T10:23Z 18.4K followers, [----] engagements


"Couldnt resist tweeting this In other words folks who think $MNDY & $BILL are the future of SaaS are doomed & so are their followers. I sincerely wish those folks dont follow me 😊"  
[X Link](https://x.com/ronjonbSaaS/status/1662045107061927937)  2023-05-26T10:36Z 13K followers, [--] engagements


"$SNOW Hope you picked up some shares like me yesterday πŸ˜€ πŸ‘‡"  
[X Link](https://x.com/ronjonbSaaS/status/1662111125461434368)  2023-05-26T14:59Z 13K followers, [--] engagements


"@MoritzMDrews I respect your opinion but keep in mind that many newbies got influenced by hall of fame investors into the likes of $UPST $LSPD $ZI who would talk great things about them as long as they were invested. My fairness has been disliked by many in the past & Im okay with that"  
[X Link](https://x.com/ronjonbSaaS/status/1662114452446253056)  2023-05-26T15:12Z 13K followers, [--] engagements


"$NET Who says Cramer cant move stonks Btw I dont own this pos"  
[X Link](https://x.com/anyuser/status/1662117187669348352)  2023-05-26T15:23Z [--] followers, [--] engagements


"$TSLA Feeling blessed with my largest position today πŸš€"  
[X Link](https://x.com/ronjonbSaaS/status/1662153504943931392)  2023-05-26T17:47Z 13K followers, [--] engagements


"@xrpmickle Yes hopefully in the next few years we shall see a ChatGPT moment for $TSLA 😊"  
[X Link](https://x.com/ronjonbSaaS/status/1662277315165052928)  2023-05-27T01:59Z 13K followers, [--] engagements


"@FinallyFoolin @BulldozerBob Robert eats lives and breathes $TSLA πŸ‘"  
[X Link](https://x.com/ronjonbSaaS/status/1662277614877413377)  2023-05-27T02:00Z 18.4K followers, [---] engagements


"$SNOW These shares I added on 5/25/23 will someday tell a story Stop slicing & dicing this incredible company with top class management & perhaps the best CEO in the world. How many CEOs can write a book about how other CEOs & leaders can Amp It Up Of course I like"  
[X Link](https://x.com/ronjonbSaaS/status/1662361444476919808)  2023-05-27T07:33Z 13K followers, [--] engagements


"Btw I have spend weekends talking to my ex $MSFT friends who now work at $SNOW 😊"  
[X Link](https://x.com/ronjonbSaaS/status/1662361869049528321)  2023-05-27T07:35Z 13K followers, [--] engagements


"Many had sliced & diced $AAPL $AMZN $TSLA $NVDA for many many years focusing on a quarters result/guidance & none of those folks made any πŸ’°πŸ’°πŸ’° If you dont like $SNOW simply sell out Ill buy your shares πŸ˜€"  
[X Link](https://x.com/ronjonbSaaS/status/1662368700400566274)  2023-05-27T08:02Z 11K followers, [--] engagements


"@thinktangy Thats a great question. If I can be certain the market will tank in the next few months Ill trim some but no one knows how the market will behave. But I did trim $NVDA a little after its incredible rise"  
[X Link](https://x.com/ronjonbSaaS/status/1662377007991373826)  2023-05-27T08:35Z 13K followers, [--] engagements


"MAGMAN is my proposal with all due credit to @ylecun πŸ‘‡ MAGMAN $MSFT $AAPL $GOOG $META $AMZN $NVDA"  
[X Link](https://x.com/ronjonbSaaS/status/1662383665152929792)  2023-05-27T09:02Z 13K followers, [--] engagements


"@Dennis27020130 Invest in great companies that are more probable of being successful with less risk. Ive a 40% investment in $TSLA"  
[X Link](https://x.com/ronjonbSaaS/status/1662387773419196416)  2023-05-27T09:18Z 18.4K followers, [----] engagements


"@BulldozerBob @Edwin_png Well it sometimes takes a bit to realize someone is a troll. This person claims to invest only in companies they used as a consumer and not SaaS. And talked about owning $PLTR a few days ago πŸ˜€ and why follow someone who talks about SaaS Blocked"  
[X Link](https://x.com/ronjonbSaaS/status/1662648931581575168)  2023-05-28T02:36Z 13K followers, [--] engagements


"$ZS I like the synergy $ZS built up with these names. $CRWD AWS & $MSFT"  
[X Link](https://x.com/ronjonbSaaS/status/1662664033328328704)  2023-05-28T03:36Z 13K followers, [--] engagements


"$NVDA There are times when you sit back & feel rewarded Almost everyone of the top investors and smart folks who host the @theallinpod missed $NVDA & are taking about it ex post facto πŸ˜€ πŸ‘‡πŸ‘‡πŸ‘‡"  
[X Link](https://x.com/ronjonbSaaS/status/1662699015883091971)  2023-05-28T05:55Z 13K followers, [--] engagements


"$SNOW If some went from 24% to 16% to 8% to 1% to selling out in a few months Is that an"  
[X Link](https://x.com/ronjonbSaaS/status/1662726307153846274)  2023-05-28T07:43Z 13K followers, [--] engagements


"@thinktangy And he had bashed $ZS to a great degree as well"  
[X Link](https://x.com/ronjonbSaaS/status/1662748539750080512)  2023-05-28T09:11Z 13K followers, [--] engagements


"Conviction & understanding what you invest in are imp That list hasnt changed much since the beginning of the year $TSLA $CRWD $ZS $MDB $DDOG $SNOW $NVDA $HCP & a little $S added recently. This btw isnt Conviction 1/ Happy New Year [----] was hard & [----] may be worse In the past [--] years the best stocks I owned were $AAPL $AMZN $GOOG $NVDA & $MSFT ( being an employee πŸ™‚). They've grown to the biggest tech names today Now I'm invested in $MDB $DDOG $SNOW $TSLA $ZS $CRWD $HCP. #fintwit 1/ Happy New Year [----] was hard & [----] may be worse In the past [--] years the best stocks I owned were $AAPL"  
[X Link](https://x.com/ronjonbSaaS/status/1663245612941447168)  2023-05-29T18:07Z 17.6K followers, 15.8K engagements


"Also Im thankful to those who follow me πŸ˜€ Its nice to see 8500+ followers in a relatively short time. Also for sticking with me on names like $ZS $CRWD $MDB $SNOW when many sold out. Btw youll rarely see me asking to like or retweet. So I feel people follow for a reason πŸ™"  
[X Link](https://x.com/ronjonbSaaS/status/1663246924680675328)  2023-05-29T18:12Z 13K followers, [--] engagements


"@slmyers13371 $TSLA is a high conviction name for me and is 40% of my portfolio. Some things are easier said than done"  
[X Link](https://x.com/ronjonbSaaS/status/1663247720172363776)  2023-05-29T18:15Z 18.4K followers, [---] engagements


"$ZS This is called ROI πŸ‘ Wheres descaler $NET"  
[X Link](https://x.com/ronjonbSaaS/status/1663261470472421376)  2023-05-29T19:10Z 11K followers, [--] engagements


"$NVDA When I posted the info on April [--] I was hoping for making a 50% in a year. I was wrong πŸ˜‘ I made 40% in a month πŸ˜€ Though I took some profits & trimmed it to maintain a 5% position it appears this is headed higher πŸš€ Long $NVDA Read this πŸ‘‡πŸ‘‡πŸ‘‡"  
[X Link](https://x.com/ronjonbSaaS/status/1663284264576913408)  2023-05-29T20:40Z 10.8K followers, [--] engagements


"@Veuepoint They are complementary and work great together. Primarily $CRWD for endpoint security & $ZS for network security"  
[X Link](https://x.com/ronjonbSaaS/status/1663287594103476224)  2023-05-29T20:53Z 13K followers, [--] engagements


"@BulldozerBob Youre πŸ’― correct See the section under Inflection point in Generative AI in this link And yes companies like $SNOW that allow data storage & sharing with the guard rails of governance policies security should benefit hugely And $TSLA of course"  
[X Link](https://x.com/ronjonbSaaS/status/1663294242553475073)  2023-05-29T21:20Z 13K followers, [--] engagements


"$SNOW More intelligent search at scale leveraging Generative AI I like this πŸ‘ Now we know it's true ☺ πŸ‘‡"  
[X Link](https://x.com/ronjonbSaaS/status/1663298251637018624)  2023-05-29T21:36Z 13K followers, [--] engagements


"@rahulchahal Well even today most folks think of $TSLA as a car company. The car is just one manifestation. With the billions of miles of data from the cars their AI is perhaps the best on the planet. And that AI is going to drive a lot of future products. Optimus is one example"  
[X Link](https://x.com/ronjonbSaaS/status/1663299626961887233)  2023-05-29T21:41Z 13K followers, [--] engagements


"On the other hand if $TSLA 2x/3x s before $SNOW I'll need to think of another problem to solve πŸ˜„"  
[X Link](https://x.com/ronjonbSaaS/status/1663306433226772480)  2023-05-29T22:08Z 11K followers, [--] engagements

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

@ronjonbSaaS Avatar @ronjonbSaaS FinXKing

FinXKing posts on X about $tsla, $nvda, $mdb, nvda the most. They currently have [------] followers and [----] posts still getting attention that total [----------] engagements in the last [--] hours.

Engagements: [----------] #

Engagements Line Chart

  • [--] Week [----------] +36,841%
  • [--] Month [----------] +24,912%
  • [--] Months [----------] +3,567%
  • [--] Year [----------] +238%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -13%
  • [--] Month [---] +31%
  • [--] Months [---] -19%
  • [--] Year [---] -57%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +0.02%
  • [--] Month [------] +0.46%
  • [--] Months [------] +3%
  • [--] Year [------] +6.50%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks technology brands automotive brands finance celebrities cryptocurrencies countries exchanges social networks us election

Social topic influence $tsla #132, $nvda, $mdb, nvda, tsla, $crwd, $zs, tesla #1007, $snow, $pltr

Top accounts mentioned or mentioned by @elonmusk @chamath @xai @amoros77 @tesla @billackman @tempocap @svtechie @bulldozerbob @altcap @finallyfoolin @iamskalra @crowdstrike @robotaxi @wholemarsblog @sawyermerritt @amitisinvesting @cloudwatch199 @zscaler @mongodb

Top assets mentioned Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) MongoDB, Inc. (MDB) Crowdstrike Holdings Inc (CRWD) Zscaler Inc (ZS) Snowflake Inc. (SNOW) Palantir Technologies Inc. (PLTR) Datadog Inc (DDOG) Confluent, Inc. (CFLT) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) BITMINE IMMERSION TECH (BMNR) Cloudflare, Inc. (NET) HashiCorp, Inc. (HCP) Klaviyo, Inc. (KVYO) Apple, Inc. (AAPL) Palo Alto Networks Inc (PANW) Salesforce Inc (CRM) Sandisk Corporation (SNDK) Now Coin (NOW) Super Micro Computer, Inc. Common Stock (SMCI) Mario Coin (COIN) RAI Finance (SOFI) Metadium (META) Oracle Corporation (ORCL) Uber Technologies, Inc. (UBER) Celsius Holdings, Inc. Common Stock (CELH) Upstart Holdings, Inc. (UPST) GitLab Inc. (GTLB) Dell Technologies, Inc. (DELL) SoFi Technologies, Inc. Common Stock (SOFI) Arm Holdings plc (ARM) Bitcoin (BTC) Optimus (OPTIMUS) Bill.com Holdings, Inc. (BILL) Shopify Inc (SHOP) Helium IOT (IOT) Rivian Automotive, Inc. (RIVN) Lightspeed Commerce Inc. (LSPD) Ethereum (ETH) Robot Consulting Co., Ltd. (LAWR) April (APRIL) Coinbase Global Inc. (COIN) ZoomInfo Technologies Inc. (ZI)

Top Social Posts

Top posts by engagements in the last [--] hours

"UPDATE 🚨 I might build a small position $SNDK"
X Link 2025-09-22T03:11Z 20.4K followers, 67K engagements

"Except $DDOG all my top [--] closed green today $DDOG $ZS $MDB $SNOW $CRWD πŸ‘‡ With the current environment & how the future is looking how can anyone not be invested in Quality names like $DDOG $ZS $MDB $SNOW $CRWD and instead invest in speculative names like $MNDY $BILL $AMPL The outcome will be harsh this quarter and going forward With the current environment & how the future is looking how can anyone not be invested in Quality names like $DDOG $ZS $MDB $SNOW $CRWD and instead invest in speculative names like $MNDY $BILL $AMPL The outcome will be harsh this quarter and going forward"
X Link 2022-04-08T00:45Z 18.4K followers, [--] engagements

"$DDOG delivered Now it's the turn of my next [--] $SNOW $ZS $MDB $CRWD & confident they'll do well I've also built up my $TSLA position & sold $AFRM & $SHOP & tweeted about those moves asap I don't publish End of Month/ Mid of month reports with surprises That's easy to do"
X Link 2022-05-13T02:37Z 18.4K followers, [---] engagements

"$ZS the walk turned out good πŸ‘"
X Link 2022-05-26T20:24Z 18.4K followers, [--] engagements

"Nice day today for my basket. $DDOG $ZS $SNOW $MDB $CRWD $TSLA $S $NET Next week we'll talk about $MDB & $CRWD Time to open my old fav in a while. Happy Weekend & Cheers"
X Link 2022-05-27T17:59Z 18.4K followers, [--] engagements

"Being greedy when everyone is greedy. Remember the $UPST exuberance last Nov [--] How we got here: https://t.co/fQ0UG7CWwr How we got here: https://t.co/fQ0UG7CWwr"
X Link 2022-06-16T20:43Z 19.7K followers, [--] engagements

"My top five $DDOG $MDB $SNOW $CRWD $ZS"
X Link 2022-06-17T18:21Z 18.4K followers, [--] engagements

"Added $DDOG $SNOW $CRWD today Recession is for real & things are likely to get more ugly. If gas prices don't come down we're headed into a lot more pain. However like I said some days back growth SaaS has probably seen the worst. The carnage will now bleed into other sectors"
X Link 2022-06-28T19:21Z 18.4K followers, [---] engagements

"$DDOG Looks like weak hands got shaken out in early trading today at a low of $102"
X Link 2022-08-04T19:18Z 18.4K followers, [--] engagements

"I use a Narrative Meter to gauge my investments. If Narrative Numbers : I dont invest. If Narrative == Numbers : I invest If Numbers Narrative : Hard to find. You can judge where names like $MDB $SNOW $DDOG $CRWD $ZS $S $NET $BILL $UPST and many others would fall"
X Link 2022-08-11T19:35Z 18.4K followers, [--] engagements

"This is how my top [--] are doing today $MDB $SNOW $DDOG"
X Link 2022-08-25T16:38Z 18.4K followers, [--] engagements

"$CRWD And the bears seem to be slowing losing the after hours game"
X Link 2022-08-30T23:00Z 18.4K followers, [--] engagements

"Perspective. Why I believe in the long term. It's been [--] years since Oracle's IPO. And now we have a serious contender. Opportunity $MDB vs $ORCL"
X Link 2022-08-31T08:06Z 18.3K followers, [--] engagements

"$ZS Just FYI βš™πŸ” ThreatLabz extracted the most recent #PostgreSQL and #Redis bruteforce password attack lists from the #DreamBus #botnet. If you use any of these passwords change them immediately. PostgreSQL: https://t.co/O9T5KVVCWW Redis: https://t.co/PqvS31VdEx https://t.co/4BKdpNgIzF βš™πŸ” ThreatLabz extracted the most recent #PostgreSQL and #Redis bruteforce password attack lists from the #DreamBus #botnet. If you use any of these passwords change them immediately. PostgreSQL: https://t.co/O9T5KVVCWW Redis: https://t.co/PqvS31VdEx https://t.co/4BKdpNgIzF"
X Link 2022-09-12T23:05Z 18.4K followers, [--] engagements

"The clowns @themotleyfool have reduced investing ideas on their boards to a few individuals with major blunders like going all in $UPST $LSPD at the peak of [----]. They disregard Inclusiveness & New Ideas. Not worth spending your $$"
X Link 2022-09-26T11:07Z 19.7K followers, [--] engagements

"Just go and check what the rockstars owned as their highest conviction stocks in their portfolios prior to to [----] crash. $USPT $LSPD $AMPL and the list goes on"
X Link 2022-09-26T11:22Z 19.7K followers, [--] engagements

"1/ $MDB The best strategically positioned cloud company. Let me explain why. The Hyperscalers ( AWS Azure GCP) cloud business growth is clearly showing us how businesses/enterprises are moving to the cloud in an ever increasing way"
X Link 2022-10-12T18:50Z 18.4K followers, [---] engagements

"$CRWD vs $S In a day like today the price action in these two names is definitely saying something about the markets sentiment towards them"
X Link 2022-10-13T17:49Z 18.4K followers, [--] engagements

"My top [--]. $SNOW $CRWD $ZS $DDOG $MDB $TSLA"
X Link 2022-10-25T15:48Z 18.2K followers, [--] engagements

"$CRWD $ZS are my 2nd & 3rd largest positions. This picture today says a lot if you read between the lines. $MSFT $GOOG"
X Link 2022-10-26T15:12Z 18.4K followers, [--] engagements

"$ZI Anyone still in this one I remember this being a favorite for some few months ago 😊"
X Link 2022-11-02T14:30Z 18.4K followers, [--] engagements

"I can only control what I own. Glad that I don't own names like $ZI $TWLO $TEAM $BILL Will sell my tiny recent position in $NET Will be adding more to my higher priority names like $SNOW $CRWD $ZS πŸ‘‡ 1/ Macro conditions won't abate soon & with Software spending under pressure I made some small adjustments to position sizes Tier1 $SNOW 21% $CRWD 20% $ZS 18% Tier [--] $MDB 13% $DDOG 13% $NET 4% Radar $HCP 1% Non-Saas $TSLA 10% NOTE: Not investing advice Do your own DD 1/ Macro conditions won't abate soon & with Software spending under pressure I made some small adjustments to position sizes Tier1"
X Link 2022-11-03T21:27Z 18.4K followers, [--] engagements

"$NET glad to have sold off my small position & added to $SNOW & $CRWD last week with much better FCF margins & way ahead in the Rule of [--] $NET is a good company & may do very well & really hope they do. However I see a huge delta between narratives aspirations vs numbers"
X Link 2022-11-07T15:49Z 18.2K followers, [--] engagements

"$SNOW $CRWD $ZS $DDOG $MDB Remember what I said yesterday. Look at my tweets"
X Link 2022-11-10T15:06Z 18.2K followers, [--] engagements

"@BTC_noobarino It's now been proved that crypto suffers from the same problems it promised to fix. Unless regulations are in place nothing improves. $BTC won't go to $0 which means $COIN can emerge as the trusted exchanges after this mess. @brian_armstrong"
X Link 2022-11-21T17:27Z 18.8K followers, [--] engagements

"@149Dominik It's now been proved that crypto suffers from the same problems it promised to fix. Unless regulations are in place nothing improves. $BTC won't go to $0 which means $COIN can emerge as the trusted exchanges after this mess. @brian_armstrong"
X Link 2022-11-21T17:27Z 18.8K followers, [--] engagements

"Eye opener πŸ‘€ Hyper growth SaaS companies please takeaway imp lessons from this & do epic shit @SnowflakeDB @CrowdStrike @zscaler @datadoghq @MongoDB $SNOW $CRWD $ZS $DDOG $MDB"
X Link 2022-11-27T00:47Z 18.4K followers, [--] engagements

"Real-time update: I added to $ZS $SNOW $DDOG today. Probably my final buys for this year All funded by $MSFT. Hope Im not making a big mistake 😊"
X Link 2022-12-02T18:30Z 18.4K followers, [--] engagements

"Weekend Thought: The macro is Stress Testing SaaS/Cloud pricing models. [----] will be interesting. Usage $SNOW $DDOG $MDB Seat-based $CRWD $ZS Flexibility in scaling up/down is key in optimizing ROI. Like Databases/Data warehouses "usage" doesn't fit Security solutions well. πŸ‘‡ Sometime ago I said that Seat/user /endpoint based pricing SaaS models might be less optimal than usage based. Think $CRWD $ZS vs $DDOG $SNOW & $MDB The question is if Usage models are the future not all SaaS solutions are fit/optimized for usage. Sometime ago I said that Seat/user /endpoint based pricing SaaS models"
X Link 2022-12-03T02:38Z 18.4K followers, [--] engagements

"2023 will be hard for SaaS stocks & as someone said expect 2x to be the new 3x Of my top [--]. $SNOW $DDOG $MDB are usage based & makes me feel good. $CRWD & $ZS non-usage based but in a key Security space so I'm okay. Do your DD & Invest wisely in seat-based SaaS in [----] πŸ‘‡"
X Link 2022-12-05T19:43Z 18.4K followers, [--] engagements

"$CRM the pioneer of SaaS. See what a 57% drop from the Peak of Nov-2021 can do to SaaS stocks. Isn't that just 2x in [--] years That's why consider to be lucky to do a 2x on any SaaS stock in [----]. Of course if you're in the best names for the next 5-10 years should be fine. Salesforce Growth: [----] $31B (guidance) [----] $26.5B [----] $21.25B [----] $17.1B [----] $13.2B [----] $10.5B [----] $8.4B [----] $6.7B [----] $5.4B [----] $4.1B Thank you Ohana ❀ (Love you forever BT) Salesforce Growth: [----] $31B (guidance) [----] $26.5B [----] $21.25B [----] $17.1B [----] $13.2B [----] $10.5B [----] $8.4B [----] $6.7B [----] $5.4B 2014"
X Link 2022-12-05T20:46Z 18.4K followers, [--] engagements

"$CRWD Listen to CEO George Kurtz talk about the market share I mentioned some days ago. πŸ‘‡πŸ‘‡ https://finance.yahoo.com/video/cybersecurity-spending-difficult-cut-despite-161738054.html https://finance.yahoo.com/video/cybersecurity-spending-difficult-cut-despite-161738054.html"
X Link 2022-12-06T04:17Z 18.2K followers, [--] engagements

"$MDB $HCP Nice to see these green on a day like this Even if $MDB reaches half of $ORCL s market cap someday itll be an 8x And $MDB is the choice for the next gen cloud apps with unstructured data. So thats not a far fetched goal RDBMS wasnt built for that"
X Link 2022-12-16T20:50Z 18.4K followers, [----] engagements

"$ZS $DDOG At this point rationality appears to have left the board I just couldnt ignore the prices & upped my positions. Sadly again funded by $MSFT. If $COUP gets acquired at $8B were taking about [--] of my best SaaS names here Look at their Rev + NRR + FCF + Rule of 40"
X Link 2022-12-23T16:57Z 18.3K followers, 17.2K engagements

"Over 90% found my posts helpful I shared my insights in [----]. Perhaps the most difficult year for Tech stocks. Trying to invest in the best & avoid costly mistakes Will wind up this incredible year with some thoughts on $DDOG $MDB $SNOW $ZS $CRWD $TSLA $HCP on Friday πŸ‘"
X Link 2022-12-29T06:17Z 18.4K followers, 12.5K engagements

"At least [--] of my [--] stocks closed in green on the last trading day of [----]. $SNOW $TSLA $ZS $CRWD $HCP"
X Link 2022-12-30T21:18Z 18.2K followers, [----] engagements

"3/ I'm NOT focused on applications that build on top of that data BUT in those "special" companies that are enabling that digital shift to the cloud That's a reason why I'm not invested in companies like $ZI or $BILL but invested in the following companies. #fintwit"
X Link 2023-01-01T10:13Z 18.4K followers, [----] engagements

"$MDB Once again a most popular DB in the Stack Overflow [----] survey * MongoDB used by both Professional Devs & newbies * Support for a large number of languages & application development platforms Good work @MongoDB https://survey.stackoverflow.co/2022/#technology https://survey.stackoverflow.co/2022/#technology"
X Link 2023-01-04T00:24Z 18.3K followers, [----] engagements

"All my stocks are doing well today but $HCP $TSLA and $SNOW are performing better than the others like $MDB $DDOG $ZS $CRWD"
X Link 2023-01-09T15:52Z 18.4K followers, [----] engagements

"I love the synergy among $ZS $CRWD AWS and $OKTA in working towards enabling a more secured architecture for organizations. 80% of all breaches use compromised identities and can take up to [---] days to identify. Join experts from CrowdStrike @okta @zscaler and @awscloud to learn how you can activate a strong security architecture to protect your organization. πŸ—“: https://t.co/Xrc4leiZEr https://t.co/3lHyYBo0yD 80% of all breaches use compromised identities and can take up to [---] days to identify. Join experts from CrowdStrike @okta @zscaler and @awscloud to learn how you can activate a strong"
X Link 2023-01-12T20:13Z 18.4K followers, [----] engagements

"Thanks for your vote The results are out. So do your DD & be careful whom you follow with your investment decisions if youre putting your hard earned πŸ’΅ on the table in software stocks like $SNOW $S $NET $DDOG $UPST $ZS $CRWD See pinned tweet for my holdings. #fintwit πŸ‘‡"
X Link 2023-01-14T03:11Z 18.3K followers, [----] engagements

"Nice to see all my names in green for a change. $DDOG $TSLA $ZS $SNOW $MDB $HCP $CRWD"
X Link 2023-01-17T17:17Z 18.3K followers, [----] engagements

"$ZS and $NET Does the picture say anything"
X Link 2023-01-18T17:52Z 18.4K followers, 11.3K engagements

"$HCP I really like the direction Vault is heading. with integrations with the likes of $NOW $PANW $PD $VMW & more. πŸ‘‡ The HashiCorp #Vault ecosystem continues to grow with the addition of [--] new integrations this past quarter. The additions include @VMware @PaloAltoNtwks @pagerduty @ServiceNow and more. https://t.co/KjP9XljqzG The HashiCorp #Vault ecosystem continues to grow with the addition of [--] new integrations this past quarter. The additions include @VMware @PaloAltoNtwks @pagerduty @ServiceNow and more. https://t.co/KjP9XljqzG"
X Link 2023-01-20T01:16Z 18.4K followers, [----] engagements

"Well see my post from yesterday. Crazy times indeed $DDOG $TSLA $SNOW $ZS $CRWD $MDB $HCP If H2 [----] Irrational Exuberance Today Irrational Despair No one knows what to make of $DDOG $MDB $SNOW $ZS $CRWD $HCP & also $TSLA If today proved H2 [----] was right [----] will prove today was right. Super long all the above names. If H2 [----] Irrational Exuberance Today Irrational Despair No one knows what to make of $DDOG $MDB $SNOW $ZS $CRWD $HCP & also $TSLA If today proved H2 [----] was right [----] will prove today was right. Super long all the above names"
X Link 2023-01-20T20:46Z 18.3K followers, [----] engagements

"The non SaaS stock $TSLA won this poll And $SNOW was a strong 2nd Both of them are top positions for me 😊 πŸ‘‡"
X Link 2023-01-22T19:25Z 18.4K followers, [----] engagements

"January [----] Portfolio Update: FANTASTIC πŸš€πŸš€πŸš€ $TSLA currently 25% in my portfolio. My Jan 1/6 options skyrocketed 200% & the stocks were up 70% My SaaS stocks $SNOW $MDB $DDOG $HCP $ZS $CRWD did well I beat the $NDX the S&P500 & most investors hands down πŸ˜€ #fintwit"
X Link 2023-02-01T08:50Z 18.4K followers, [----] engagements

"Nice day for my portfolio $TSLA $DDOG $MDB $SNOW $ZS $CRWD $HCP #fintwit"
X Link 2023-02-01T20:48Z 18.4K followers, [----] engagements

"$TSLA Getting there. Up +272% today"
X Link 2023-02-02T17:06Z 18.4K followers, [----] engagements

"Another good day $TSLA $HCP $MDB $SNOW $DDOG $ZS $CRWD"
X Link 2023-02-02T17:11Z 18.3K followers, [----] engagements

"$BILL I hope those of you who follow me didnt invest in this name. Ive said many times I dont like it. Stay invested in my best names like $TSLA $DDOG $ZS $MDB etc Heres $BILL down 22% after hours"
X Link 2023-02-02T21:58Z 18.3K followers, 15.2K engagements

"$BILL Glad that I never liked this one. Down more than 24%. Feel sorry for those with large positions 😞 Dont understand why folks invest in these kind of names when there are so many high quality SaaS businesses. See my pinned tweet"
X Link 2023-02-03T16:09Z 18.4K followers, [----] engagements

"$BILL I made +27% despite it being down 27% Remember it was down about 27% after earnings. This is a name I never liked but made 27% in [--] days with these calls. NOTE: Using the market volatility for a little fun πŸ˜„ & it's not to be taken seriously like my $TSLA long calls $BILL Will post something very interesting in the coming weeks. Stay tuned πŸ™‚ $BILL Will post something very interesting in the coming weeks. Stay tuned πŸ™‚"
X Link 2023-02-07T17:40Z 18.4K followers, [----] engagements

"Though both $DDOG & $MDB are usage based investors need to understand this important subtle difference that drives consumption. $DDOG Lesser devs may mean less usage. $MDB usage comes from their Customers Customer ( which can be consumers & business apps). Less devs may not matter. BTW: This tweet was [---] characters πŸ˜€"
X Link 2023-02-10T22:00Z 18.4K followers, 47.8K engagements

"$DDOG $SNOW $MDB $ZS What does this picture say Even after an absurdly poor guidance from $DDOG they are down about the same as the other names These are some of the best names in SaaS. Either you own them or not. The choice is yours 😊"
X Link 2023-02-16T21:32Z 18.3K followers, 18K engagements

"Please dont think Im leaving or abandoning our investment ideas. Its just that I need to focus on an AI project demanding a lot of my time. Ill post my thoughts on the upcoming earnings days for $SNOW $MDB $ZS $CRWD & let you know if I add/sell/trim. Have a nice weekend πŸ˜€ I'll be away from Twitter for a few months. During the worst of times for SaaS/Tech I've tried to guide you & helped staying invested in the best names. I'll post occasionally. As of today I own $TSLA $MDB $DDOG $SNOW $ZS $CRWD $HCP $NET but might sell some & increase others. I'll be away from Twitter for a few months."
X Link 2023-02-24T22:23Z 18.4K followers, 18.2K engagements

"These [--] stocks I own will be reporting earnings soon. Mar-1: $SNOW Mar-2: $ZS Mar-7: $CRWD Mar-8: $MDB Which do you think will rise the most after earnings $CRWD $SNOW $ZS $MDB $CRWD $SNOW $ZS $MDB"
X Link 2023-02-27T06:10Z 18.4K followers, [----] engagements

"Feb-2023: Who say's it's a bad year My portfolio is up +47% YTD πŸš€ I'm long $TSLA $SNOW $ZS $DDOG $MDB $CRWD"
X Link 2023-02-28T17:45Z 18.3K followers, 18.9K engagements

"Lessons worth learning. 2000: I mostly watched the dotcom crash but learned a lot. 2007-08: I used that experience to invest heavily during the GFC in names like $AMZN $AAPL $NFLX $NVDA 2022-23: Now I'm invested mostly in $TSLA $SNOW $MDB $DDOG $ZS $CRWD"
X Link 2023-03-01T08:00Z 18.2K followers, 11.2K engagements

"While $SNOW surely didn't do what most expected in this poll let's see what $ZS does today. 🀞"
X Link 2023-03-02T20:17Z 18.4K followers, [----] engagements

"My stocks mostly green πŸ˜ƒ $TSLA $MDB $SNOW $DDOG $ZS $CRWD $HCP $NET Added some $ZS today"
X Link 2023-03-03T18:13Z 18.3K followers, [----] engagements

"$MDB For those who thought this would go down 20% today. Its still higher than what it was last week 😊"
X Link 2023-03-09T16:44Z 18.4K followers, [----] engagements

"Nice to see an all green today. My portfolio $TSLA $SNOW $MDB $ZS $DDOG $CRWD $HCP $NET"
X Link 2023-03-13T19:16Z 18.3K followers, 12.3K engagements

"$S Security software is doing better than other segments in this environment so although I don't invest in $S anymore I bought some Mar [--] calls yesterday & they're up +26% today πŸ˜ƒ Let's see what tomorrow brings. I own $CRWD + $ZS Reasons here. https://x.com/ronjonbSaaS/status/1513339629818183688 $CRWD $S & $ZS The companies looking for the best solution with $ZS either want $CRWD for end point sec or just use $MSFT That's the reality $ZS & $CRWD have "Complementary" Sales Teams helping each other My [--] reasons for increasing $CRWD & trimming $S sometime ago."
X Link 2023-03-15T01:55Z 18.3K followers, 21.4K engagements

"$MDB someday I think this will be bigger than $ORCL. Its one of my favorites"
X Link 2023-03-18T08:34Z 18.4K followers, 19.5K engagements

"Im including $NET with the rest $SNOW $MDB $ZS $CRWD $DDOG in this wake-up call. Either they double down on AI & disrupt or be incumbents who will be disrupted. Complacency will kill. # Reduce costs # Embrace AI # Innovate @SnowflakeDB @datadoghq @zscaler @CrowdStrike @MongoDB You cant be complacent & need to prioritize AI now OR ELSE youll be the incumbent $SNOW $DDOG $ZS $CRWD $MDB @SnowflakeDB @datadoghq @zscaler @CrowdStrike @MongoDB You cant be complacent & need to prioritize AI now OR ELSE youll be the incumbent $SNOW $DDOG $ZS $CRWD $MDB"
X Link 2023-03-21T13:47Z 18.4K followers, 13.8K engagements

"Feels good to see some green 😊 $TSLA $SNOW $ZS $MDB $DDOG $CRWD $HCP $NET"
X Link 2023-03-21T18:56Z 18.4K followers, [----] engagements

"$S vs $CRWD I'm glad to have moved away from $S a long time ago except using it to make some quick $$. Looking back that tweet ( see below ) almost a year ago why I decided to go with $CRWD seems prescient πŸ™‚ $S Ive made my +68% on this name buying some calls. However $S is not what Im invested in. Its days are numbered. I own $CRWD & $ZS for the long term. $S Ive made my +68% on this name buying some calls. However $S is not what Im invested in. Its days are numbered. I own $CRWD & $ZS for the long term"
X Link 2023-03-22T06:51Z 18.4K followers, [----] engagements

"$MDB This is great Thanks to @EdwardAJones80 for bringing it to my notice. πŸ‘‡ @EdwardAJones80 @MongoDB Yes this is great I had written a long time ago how a lightweight analytics engine will work great with MongoDB $MDB ( as you're working closest to the data) without having to move it to a warehouse ( $SNOW ) or a data lake ( like Databricks). This will support many use cases @EdwardAJones80 @MongoDB Yes this is great I had written a long time ago how a lightweight analytics engine will work great with MongoDB $MDB ( as you're working closest to the data) without having to move it to a"
X Link 2023-03-26T21:07Z 18.4K followers, [----] engagements

"If you thought $LSPD $UPST were losers wait until you see the next $IOT Samsara. I wonder how this company is even in this list πŸ™‚"
X Link 2023-03-28T07:28Z 19.5K followers, 10.6K engagements

"$ZS Nice πŸ‘ The Zscaler Zero Trust Exchange platform is the latest step in Colts digital transformation journey supporting Colts Flexible First hybrid work strategy. See why Colt relies on Zscaler to protect its [----] workers in over [--] countries. https://t.co/6GMmIFvyil https://t.co/o9U4w5nLl0 The Zscaler Zero Trust Exchange platform is the latest step in Colts digital transformation journey supporting Colts Flexible First hybrid work strategy. See why Colt relies on Zscaler to protect its [----] workers in over [--] countries. https://t.co/6GMmIFvyil https://t.co/o9U4w5nLl0"
X Link 2023-03-30T16:44Z 18.3K followers, [----] engagements

"$HCP "HashiCorp Terraform now supports more than [----] integrations with more than [---] partners including Amazon Web Services (AWS) Microsoft Azure Google Cloud Confluent Datadog MongoDB Palo Alto Networks ServiceNow and Zscaler." The HashiCorp #Terraform integrations ecosystem has reached a new milestone surpassing [----] providers in the registry. πŸ™Œ πŸ’œ https://t.co/WYjdYiCHMK The HashiCorp #Terraform integrations ecosystem has reached a new milestone surpassing [----] providers in the registry. πŸ™Œ πŸ’œ https://t.co/WYjdYiCHMK"
X Link 2023-03-31T06:50Z 19.1K followers, [----] engagements

"Was yesterdays tweet a timely one ☝ Long $TSLA $CRWD $MDB $DDOG $SNOW $NET $HCP πŸ‘‡ This might be the best time to add to my SaaS names like $CRWD $MDB $DDOG $ZS $HCP $NET $SNOW. Why No one is talking about this or perhaps missing it. ChatGPT GitHub Copilot & the power of AI is a great blessing for our SaaS stocks. This tectonic change using AI will This might be the best time to add to my SaaS names like $CRWD $MDB $DDOG $ZS $HCP $NET $SNOW. Why No one is talking about this or perhaps missing it. ChatGPT GitHub Copilot & the power of AI is a great blessing for our SaaS stocks. This tectonic"
X Link 2023-03-31T16:48Z 18.3K followers, 18.6K engagements

"Portfolio Update: 4/1/2023 [--] years has taught me a lot I saw the dot com implosion in [----]. Invested in $AMZN $AAPL $NFLX $NVDA during the GFC in 2007-08. Today here's how my portfolio of $TSLA $SNOW $MDB $CRWD $DDOG $ZS $NET $HCP has done YTD. Up +37% πŸš€ *Bonus: All my $TSLA calls + the ones bought just in March [----] has performed extremely well. The Jan-23 ones are up +300% πŸš€πŸš€πŸš€ *I've multiple brokerage accounts this is a snapshot of just one"
X Link 2023-04-01T08:01Z 18.3K followers, 38.8K engagements

"What a day Thanks to Mr. Market & the dumb algos & machines. I bought more $TSLA $CRWD $ZS & $MDB today. Building my portfolio while the Gov/Fed figures out how to fix the economy. By the time they figure out I'll probably make some good profit in [--] years"
X Link 2023-04-05T16:03Z 18.3K followers, 18.7K engagements

"$MDB You know how much I like this one ☝ Performing the best today among all I names I own. πŸ‘‡"
X Link 2023-04-12T16:13Z 18.4K followers, [----] engagements

"My comment about Databricks was quite timely This is an excellent move by Databricks πŸ‘ Someday Ill probably own more Databricks than $SNOW. Free Dolly Introducing the first commercially viable open source instruction-following LLM. Dolly [---] is available for commercial applications without having to pay for API access or sharing data with 3rd parties. https://t.co/HtRVSmArFU Free Dolly Introducing the first commercially viable open source instruction-following LLM. Dolly [---] is available for commercial applications without having to pay for API access or sharing data with 3rd parties."
X Link 2023-04-12T23:40Z 18.4K followers, 18.5K engagements

"$LSPD $AMPL $UPST $ZI $BILL $MNDY $IOT Anything in common Answer: Herd mentality/ Echo chamber. Keep away"
X Link 2023-04-13T09:19Z 18.4K followers, 11K engagements

"$CRWD $ZS. This should be πŸ‘ Were stronger together with our partners"
X Link 2023-04-16T20:10Z 18.3K followers, 10.7K engagements

"$TSLA $MDB $CRWD $SNOW $ZS $DDOG $NET $HCP Keep calm 😌 This is why $TSLA is 40% of my portfolio & why I call it as a hedge for my SaaS stocks"
X Link 2023-04-25T16:42Z 18.3K followers, 20.5K engagements

"$ENPH down -25% πŸ”» YOU WERE WARNED [--] DAYS AGO πŸ‘‡πŸ‘‡πŸ‘‡ If someone is not invested in $TSLA for the next 5-10 years what kind of investors are they Id like to know 😊 Bias has and always will be costly Go buy $ENPH 🀑 If someone is not invested in $TSLA for the next 5-10 years what kind of investors are they Id like to know 😊 Bias has and always will be costly Go buy $ENPH 🀑"
X Link 2023-04-26T16:23Z 18.4K followers, 14.5K engagements

"$ENPH Now down more than 26% πŸ”» If you havent learned a lesson with $UPST $LSPD etc be super careful whom you follow Anyone who heeded my warning [--] days ago would be saved some pain today"
X Link 2023-04-26T19:53Z 18.4K followers, 12.6K engagements

"$DDOG Ive owned this 🐢 since its IPO. Hope youve stayed in the game with me"
X Link 2023-04-27T02:25Z 18.4K followers, [----] engagements

"$NET proved me right Those of you who follow me know how much skepticism Ive had for this name. See my pinned tweet at the beginning of the year. It wasnt a part of my portfolio. Recently I had started a very small position to keep them on my radar. Now Im convinced this one doesnt deserve that Ill sell off my tiny position. $NET thanks for proving my thesis correct that this is just another CDN company that is overly hyped Much talk and less Work Good riddance πŸ‘‡πŸ‘‡πŸ‘‡ 1/ Happy New Year [----] was hard & [----] may be worse In the past [--] years the best stocks I owned were $AAPL $AMZN $GOOG $NVDA"
X Link 2023-04-27T21:50Z 18.2K followers, 34.6K engagements

"$NET Heres how a [--] year disaster looks like. Ive been disliked by many for bashing $NET for a long time. During the last Q I took a tiny position to keep it on my radar but now my initial skepticism has been proven correct. The AWS & $ZS killer is mostly talk & less work"
X Link 2023-04-28T16:21Z 18.3K followers, 14.9K engagements

"$TSLA & $NVDA made my portfolio look a little better on Friday as all the SaaS names $MDB $CRWD $ZS $SNOW $DDOG were red. Now with my SaaS and Non-SaaS holdings almost at an even 1:1 ratio I feel good. Lets see what next week brings up"
X Link 2023-04-30T16:43Z 18.4K followers, [----] engagements

"$DDOG $MDB $SNOW Three names I own and hope helped in keeping you invested during these tough times πŸ˜€"
X Link 2023-05-04T14:43Z 18.4K followers, [----] engagements

"$TSLA $MDB $CRWD are my top [--] positions making up about 70% of my portfolio This is how theyve done YTD"
X Link 2023-05-05T15:01Z 18.4K followers, [----] engagements

"$ZS +20% πŸš€believe I truly deserve a thanks to keep you in this name all along. Its my 4th largest position after $TSLA $MDB & $CRWD You should also thank me for helping to stay away from $NET. What I had bee harping all along is showing up now 😊"
X Link 2023-05-08T15:15Z 18.4K followers, 24.4K engagements

"$TSLA killers $LCID $RIVN πŸ˜‚ Not too long before both of these go belly up 😊 YTD charts"
X Link 2023-05-10T06:15Z 18.4K followers, [----] engagements

"$ZS What a beast πŸš€"
X Link 2023-05-10T16:10Z 18.4K followers, [----] engagements

"My top SaaS stocks $MDB $CRWD $ZS $DDOG $SNOW"
X Link 2023-05-10T16:14Z 18.3K followers, [----] engagements

"I feel great 😊 with $MDB $CRWD and $ZS being almost equal sized positions right after $TSLA. If any on my stocks have the potential to 10x within the next [--] years itll probably be $MDB. Great YTD run"
X Link 2023-05-11T17:42Z 18.4K followers, [----] engagements

"$MDB $CRWD $ZS $DDOG $SNOW The markets were bleak the future unsure Investors anxious profits obscure. But now the winds are shifting a change in the air High growth SaaS profits to bear. The sun shines ahead a bright new dawn Investors rejoice the good days are born. Somehow I feel the worst for high growth SaaS is behind us"
X Link 2023-05-12T17:26Z 18.4K followers, 22.8K engagements

"$NVDA https://www.cnbc.com/2023/05/09/stanley-druckenmiller-says-ai-could-win-big-coming-out-of-a-recession-likes-nvidia.html https://www.cnbc.com/2023/05/09/stanley-druckenmiller-says-ai-could-win-big-coming-out-of-a-recession-likes-nvidia.html"
X Link 2023-05-13T00:31Z 18.4K followers, [----] engagements

"$NET All that talk about being milliseconds away from a customer doesnt matter. CDN players will not have any advantage of running AI models on the edge. AI is all about compute and inferencing. $MSFT (OpenAI) $GOOG $AMZN & $META are going to win"
X Link 2023-05-13T08:53Z 18.3K followers, 13.8K engagements

"Yes running something like ChatGPT/ Bard will mean significantly increasing compute & storage which will increase the cost of running the CDN business. And you're right model sizes will be limited ( which negates the usefulness). At this point most of the stuff that $NET talks about is attention seeking. like $ZS $PANW killer in security. AWS S3 killer in storage. Now AI/ML. Unfortunately they haven't been able to prove any of that with their numbers"
X Link 2023-05-14T20:06Z 18.4K followers, [---] engagements

"$NET Anyone who bought shares of $RIVN after their IPO is disconnected from reality Btw I had bought shares of $TSLA after their IPO & once again its my largest position. After reading this its making more sense that I sold my tiny position in $NET πŸ˜€ When $RIVN went public a couple months later I bought shares in the IPO. That's turned out to be among my worse decisions on a stock but again I really don't care. I haven't sold a share. I believe in @RJScaringe's vision and I'm in for the long term. 6/N When $RIVN went public a couple months later I bought shares in the IPO. That's turned out"
X Link 2023-05-15T05:13Z 18.4K followers, 14.5K engagements

"Btw this is the $RIVN chart since IPO & the $TSLA one πŸ˜€"
X Link 2023-05-15T08:19Z 18.4K followers, [----] engagements

"$NET Shifted from the Security bandwagon to sell AI now πŸ˜€ Words go only that far Theres a reason Cloudflare is the most common cloud in the stack across a majority of the leading AI companies. Theres a reason Cloudflare is the most common cloud in the stack across a majority of the leading AI companies"
X Link 2023-05-15T08:39Z 18.4K followers, [----] engagements

"$MDB has a beautiful YTD chart"
X Link 2023-05-15T14:53Z 18.3K followers, [----] engagements

"Rare day Everything green βœ… $MDB $CRWD $ZS $DDOG $SNOW $HCP $TSLA $NVDA"
X Link 2023-05-15T17:21Z 18K followers, [----] engagements

"Wasn't that a "timely tweet" $MDB $CRWD $ZS $DDOG $SNOW $HCP 5/12/23: "Somehow I feel the worst for high growth SaaS is behind us." πŸ‘‡πŸ‘‡"
X Link 2023-05-15T18:06Z 13K followers, [--] engagements

"@nouvictor You missed the point of the tweet. This tweet is about my SaaS holdings. $TSLA isn't SaaS πŸ˜„"
X Link 2023-05-15T18:36Z 18.4K followers, [---] engagements

"@nouvictor $TSLA is my largest position"
X Link 2023-05-15T18:39Z 13K followers, [--] engagements

"$MDB ASEAN AWS Global Software Partner of the Year. πŸŽ‰"
X Link 2023-05-16T06:16Z 13K followers, [--] engagements

"Following me into $TSLA & $NVDA My non SaaS stocks Appaloosa opened a new 150000-share position in Tesla a new 150000-share position in Nvidia"
X Link 2023-05-16T16:44Z 13K followers, [--] engagements

"On a side note Ive never seen folks worried about their careers as much. This is mainly talking to my friends over the past few weekends and they work at $MSFT $GOOG $AMZN & $META"
X Link 2023-05-16T18:32Z 13K followers, [--] engagements

"I almost joined $GOOG after leaving $MSFT in [----]. On hindsight glad I didnt πŸ˜€"
X Link 2023-05-16T18:38Z 13K followers, [--] engagements

"$MDB Nice .global expansion of MongoDB Atlas on AWS in the Middle East Europe and APAC. The launch of regions in the United Arab Emirates (UAE) Zurich Spain Hyderabad and Melbourne expands availability of MongoDB Atlas to 27+ AWS regions around the world"
X Link 2023-05-16T19:36Z 13K followers, [--] engagements

"$TSLA FSD beta is growing hyper-exponentially Elon just now at the Annual Shareholders Meeting"
X Link 2023-05-16T20:40Z 13K followers, [--] engagements

"$TSLA Anyone who is a long term investor will do extremely well - Elon 40% of my portfolio is in $TSLA I wish one of my SaaS stocks does insanely well in the next [--] months so that I dont need to trim $TSLA to bring it to 30%"
X Link 2023-05-16T20:48Z 13K followers, [--] engagements

"$TSLA Elon just said In addition to Cybertruck later this year which will exceed expectations therell be [--] new products thatll will probably make in excess of [--] million units a year combined Optimus πŸš€"
X Link 2023-05-16T20:59Z 13K followers, [--] engagements

"$TSLA Optimus will be the real deal πŸ‘"
X Link 2023-05-17T04:36Z 13K followers, [--] engagements

"Bet against/short my portfolio of $TSLA $MDB $CRWD $ZS $DDOG $SNOW $NVDA & tiny positions in $HCP $S πŸ€”"
X Link 2023-05-17T07:00Z 13K followers, [--] engagements

"$ZS Happy with this"
X Link 2023-05-17T07:52Z 13K followers, [--] engagements

"Nice YTD charts $MDB $NVDA"
X Link 2023-05-17T18:31Z 18K followers, [----] engagements

"$SNOW If talks about acquiring Neeva is true it can be great for Snowflake's AI journey. I think Neeva already has around 1M users"
X Link 2023-05-17T21:38Z 13K followers, [--] engagements

"$MDB This should be nice"
X Link 2023-05-18T04:36Z 13.1K followers, [--] engagements

"$TSLA being my largest position I may be biased but not too far away therell be a ChatGPT Moment for Tesla And then"
X Link 2023-05-18T04:49Z 13K followers, [--] engagements

"And then $TSLA s market cap will be $AAPL + $MSFT"
X Link 2023-05-18T05:27Z 13K followers, [--] engagements

"I had bought $BTC & $ETH some years ago and sold them at a profit. In fact when I bought $ETH very few knew about Vitalik Buterin. Now should I"
X Link 2023-05-18T07:06Z 13K followers, [--] engagements

"IMPORTANT: The reason $TSLA is 40% of my portfolio πŸ’Ό Lets say you want to increase your portfolio 5x in the next [--] years. So your $10K becomes $50K $50K becomes $250K $250K becomes $1.25M $1.25M becomes $6.35M & you retire πŸ’ƒπŸ•Ί To get to that outcome youll need to"
X Link 2023-05-18T07:33Z 13K followers, [--] engagements

"$NVDA Wasnt a very bad decision to get into around a month ago. My goal was to get out with 40% returns & put that cash back into my other positions. Lets see if it gets there. Its up about 15% for me πŸ˜€"
X Link 2023-05-18T17:35Z 13K followers, [--] engagements

"$NET No other company can beat these guys when it comes to pumping The 4th cloud $ZS $PANW killer AWS killer & now everything AI 🀣 If the last Q wasnt an eye opener just watch the dumping after the next Q. Until then enjoy the ride πŸ˜ƒ"
X Link 2023-05-18T17:40Z 18K followers, 10.8K engagements

"$NVDA Read my thoughts about Nvidia again. Their Accelerated Computing is a big differentiator & Generative AI is the killer app for Accelerated Computing. I'm up 15% since taking the $NVDA position. If the stock runs up another 10-15% before earnings I'll trim. If it tanks"
X Link 2023-05-19T07:41Z 13K followers, [--] engagements

"@sv_techie Hope they dont land up in this situation. boolean talkAi = true; while ( talkAi ) // talk more AI $NET"
X Link 2023-05-19T15:12Z 13K followers, [--] engagements

"$NET This didnt age well. Im long $ZS and added a little more"
X Link 2023-05-19T18:23Z 13K followers, [--] engagements

"$NET Now its suddenly all about AI This interview looks well rehearsed as promotional content & is essentially a joke 🀣 with the clowns @CNBC It helps to temporarily bump up the share price thoughπŸ˜ƒ"
X Link 2023-05-20T07:00Z 13K followers, [--] engagements

""Microsoft = MacroHard" ChatGPT is only the trailer. $TSLA is on it's way to become the greatest AI company. Let that sink in @elonmusk"
X Link 2023-05-20T08:23Z 13K followers, [--] engagements

"$MDB Look at my profile picture. I shipped SQL Server at $MSFT. And $MDB is one of my largest positions after $TSLA"
X Link 2023-05-20T08:27Z 18.2K followers, 17.2K engagements

"@sv_techie and the models that will enable the next gen breakthroughs in fields like drug discovery ( which is a huge market) will need to be powered by a lot of advanced compute. Accelerated computing who does this better than $NVDA today"
X Link 2023-05-20T08:49Z 13K followers, [--] engagements

"@BulldozerBob @elonmusk πŸ’― $TSLA has another hidden advantage that very few understand. In addition to the FSD software most of the software they use for running the business is written in house and they don't really have to pay to other SaaS providers"
X Link 2023-05-20T21:50Z 13K followers, [--] engagements

"Interesting $NVDA chart. Thanks @ecommerceshares The last peak was driven by ZIRP & crypto frenzy. This time it's fueled by AI. Everyone now want's a share of the pie. $MSFT will be building chips. $AMZN already had them. But $NVDA will rule for a while"
X Link 2023-05-22T17:23Z 13K followers, [--] engagements

"And AI is here to stay. I'm long $NVDA with a 5% position. If it tanks after earnings I may add a little"
X Link 2023-05-22T17:25Z 13K followers, [--] engagements

"Hang in there. It's never easy to make πŸ€‘ by being anxious overly focussed on QoQ results or worst selling out Nothing has really changed in the underlying business of the SaaS names I owned since the start of the year. $MDB $DDOG $SNOW $ZS $CRWD $HCP+ a little $S & $GTLB πŸ‘‡ 1/ Happy New Year [----] was hard & [----] may be worse In the past [--] years the best stocks I owned were $AAPL $AMZN $GOOG $NVDA & $MSFT ( being an employee πŸ™‚). They've grown to the biggest tech names today Now I'm invested in $MDB $DDOG $SNOW $TSLA $ZS $CRWD $HCP. #fintwit 1/ Happy New Year [----] was hard & [----] may be"
X Link 2023-05-22T21:22Z 18.2K followers, 14.9K engagements

"@RedDevi52539977 What is $NET"
X Link 2023-05-22T21:56Z 18.4K followers, [---] engagements

"@MoritzMDrews @LisaOnCloouud9 @Laneylawyer The fact that $SNOW has been growing on Azure is a good thing. And while AWS is still their largest its worthwhile to note that AWS needs them more than ever ( specially for larger accounts). Even if it means losing some Redshift business they open up opportunities to upsell"
X Link 2023-05-23T17:08Z 13K followers, [--] engagements

"$CRWD I like this πŸ‘ AI-powered IoAs use machine intelligence to stop breaches detecting and predicting malicious patterns of behavior in real time regardless of tools or malware used"
X Link 2023-05-23T21:08Z 13K followers, [--] engagements

"@MoritzMDrews Awesome Not sure if you know but $SNOW was a 20% position for me for a while and its still a very decent 10%. Waiting for tomorrow 🀞"
X Link 2023-05-24T03:06Z 18.4K followers, [----] engagements

"If you love disruption innovation AI software sustainable energy & a cleaner planet & poised to become the greatest of all and YET dont own $TSLA youre doing a disservice to yourself $TSLA βœ… Super long with a 40% position"
X Link 2023-05-24T03:15Z 13K followers, [--] engagements

"Ill retweet this exactly [--] year from now $TSLA"
X Link 2023-05-24T03:21Z 18.4K followers, [----] engagements

"@sv_techie @BigBullCap @BigCForever Trust $SNOW"
X Link 2023-05-24T03:27Z 13K followers, [--] engagements

"@sv_techie @BigBullCap @BigCForever Let thy trust not be shaken so soon in $SNOW 😊"
X Link 2023-05-24T03:28Z 13K followers, [--] engagements

"@sv_techie @BigBullCap @BigCForever I hold both $SNOW 10% & $NVDA 5%. So yes an interesting day tomorrow shall be. If $NVDA tanks might add a little or buy a few calls. Lets see"
X Link 2023-05-24T03:31Z 13K followers, [--] engagements

"$SNOW Time for the all important poll. After earnings tomorrow"
X Link 2023-05-24T03:43Z 13K followers, [--] engagements

"$NVDA Time for the poll After earnings tomorrow"
X Link 2023-05-24T03:44Z 13K followers, [--] engagements

"$NVDA earnings outcome in one sentence. If demand for Nvidia GPUs supply $NVDA soars"
X Link 2023-05-24T05:45Z 13K followers, [--] engagements

"$TSLA If the next factory is built in India & FSD is tested on Indian roads itll be a guarantee that FSD can work anywhere. This would be the ultimate stress/load test for FSD. I havent yet seen my Tesla detecting a πŸ„ yet ( no pun intended) Things are looking positive πŸ‘€"
X Link 2023-05-24T06:39Z 10.9K followers, [--] engagements

"If $PANW earnings are any indication $ZS & $CRWD should do very well. Both of these are large holdings for me"
X Link 2023-05-24T07:05Z 18K followers, [----] engagements

"$NVDA I have a 5% position. Up +14% after hours πŸš€πŸš€ $SNOW I have a 10% position. Down -11% after hours. Nothing to worry itll be higher in a week πŸ˜€"
X Link 2023-05-24T20:31Z 17.3K followers, 52K engagements

"$NVDA Please say a thanks if you followed along Up +19% after hours πŸš€πŸš€πŸš€ Read this once again πŸ‘‡πŸ‘‡πŸ‘‡"
X Link 2023-05-24T20:41Z 13K followers, [--] engagements

"$NVDA Up +26% as I type. This single sentence from yesterday sums up everything $NVDA earnings outcome in one sentence. If demand for Nvidia GPUs supply $NVDA soars $NVDA earnings outcome in one sentence. If demand for Nvidia GPUs supply $NVDA soars"
X Link 2023-05-24T21:36Z 18.4K followers, [----] engagements

"One for $NVDA shorts. We will we will f*ck you"
X Link 2023-05-24T21:42Z 13K followers, [--] engagements

"Update: $NVDA 5% position AH +24% $SNOW 10% position AF -12% Tomorrow I plan to trim $NVDA to keep it at 5% May add a little $SNOW if it's down around 15% to maintain it at 10%. I don't see any red flags except guidance ( which is prudent imo). Generative AI will be a"
X Link 2023-05-25T03:52Z 13K followers, [--] engagements

"@amoros77 I think you did a wise thing to buy $TSLA. My Tesla position is way bigger than my $NVDA position for a reason 😊"
X Link 2023-05-25T04:11Z 13K followers, [--] engagements

"$NVDA Hard to imagine I owned this since 2007-2008 I had sold out during the bitcoin frenzy for a great profit & here Im making profits on this againπŸš€πŸš€πŸš€"
X Link 2023-05-25T14:59Z 13K followers, [--] engagements

"$NVDA $SNOW Please sell me some of your $SNOW shares πŸ™ πŸ‘‡ Update: $NVDA 5% position AH +24% $SNOW 10% position AF -12% Tomorrow I plan to trim $NVDA to keep it at 5% May add a little $SNOW if it's down around 15% to maintain it at 10%. I don't see any red flags except guidance ( which is prudent imo). Generative AI will be a Update: $NVDA 5% position AH +24% $SNOW 10% position AF -12% Tomorrow I plan to trim $NVDA to keep it at 5% May add a little $SNOW if it's down around 15% to maintain it at 10%. I don't see any red flags except guidance ( which is prudent imo). Generative AI will be a"
X Link 2023-05-25T15:04Z 18.4K followers, [----] engagements

"$MDB I like this πŸ‘"
X Link 2023-06-26T06:52Z 13K followers, [----] engagements

"$NVDA My thesis was built on * An Inflection Point in Generative AI * End of Moores law But never thought it would be up +27% today So Im trimming a bit Cheers 🍻 πŸ‘‡"
X Link 2023-05-25T15:46Z 13K followers, [--] engagements

"@BigBullCap Most of the time I've been super long $CRWD and still am. However I have restarted a small position in $S some weeks back. The endpoint security market is huge and they should do pretty well"
X Link 2023-05-25T15:52Z 13K followers, [--] engagements

"@ItmustbeDNS Buying a little $SNOW"
X Link 2023-05-25T16:00Z 13K followers, [--] engagements

"$SNOW Okay I added a little more today to maintain my 10% position at a nice discount. Next year this time we shall be doing the happy dance πŸ•ΊπŸ’ƒ"
X Link 2023-05-25T17:23Z 13K followers, [--] engagements

"@sv_techie "trust/confidentiality/security/guard rails". I think this is where $SNOW with all the data on their platform should have an advantage. All the work they've done around data governance policy sharing should pay off"
X Link 2023-05-25T17:27Z 13K followers, [--] engagements

"@JoshS1017 Position sizes in my portfolio. I want $NVDA to be 5% & $SNOW to be 10%"
X Link 2023-05-25T17:28Z 13K followers, [--] engagements

"$MDB This partnership with Alibaba cloud is great Collaboration enables Alibaba Cloud customers to use MongoDB's flexible and highly scalable document-based data model and has led to 8x growth in usage since [----] Done well YTD. Looking forward to 6/1 1st Q [--] earnings"
X Link 2023-05-25T18:07Z 18K followers, [----] engagements

"@altcap @CNBC @Downtown @ScottWapnerCNBC @nvidia @sama True Glad that $NVDA is in my portfolio. Also the sell off in $SNOW looks like a good opportunity to own a company that should benefit from Gen AI"
X Link 2023-05-25T20:21Z 13K followers, [--] engagements

"@demdj757 @simpleinvest01 @BluSuitDillon @FIREDUpWealth @davey_juice @StockMarketNerd Thanks πŸ™"
X Link 2023-05-25T23:46Z 13K followers, [--] engagements

"@FinallyFoolin @SnowflakeDB Be sure to check on their $NVDA RAPIDS status"
X Link 2023-05-25T23:49Z 18.4K followers, [---] engagements

"$TSLA Its not easy to allocate a huge portion of a portfolio to a single stock. The reason I bought a ton at $107 at the beginning of the year when every negative thing was working against Tesla is perhaps the best move I made in years Time will tell"
X Link 2023-05-26T03:19Z [--] followers, [--] engagements

"The ONLY lesson you need to learn if investing in tech Dont focus on Quarterly earnings. Understand the * [--] to [--] Disruption * Moat & ability to create TAM * Sales model Many have lost fortunes by selling out of $AAPL $AMZN $NVDA $TSLA"
X Link 2023-05-26T09:05Z 13K followers, [--] engagements

"It amazes me when folks are invested in the likes of $BILL $MNDY etc. πŸ˜„ Folks have got a lot to learn πŸ˜„"
X Link 2023-05-26T10:23Z 18.4K followers, [----] engagements

"Couldnt resist tweeting this In other words folks who think $MNDY & $BILL are the future of SaaS are doomed & so are their followers. I sincerely wish those folks dont follow me 😊"
X Link 2023-05-26T10:36Z 13K followers, [--] engagements

"$SNOW Hope you picked up some shares like me yesterday πŸ˜€ πŸ‘‡"
X Link 2023-05-26T14:59Z 13K followers, [--] engagements

"@MoritzMDrews I respect your opinion but keep in mind that many newbies got influenced by hall of fame investors into the likes of $UPST $LSPD $ZI who would talk great things about them as long as they were invested. My fairness has been disliked by many in the past & Im okay with that"
X Link 2023-05-26T15:12Z 13K followers, [--] engagements

"$NET Who says Cramer cant move stonks Btw I dont own this pos"
X Link 2023-05-26T15:23Z [--] followers, [--] engagements

"$TSLA Feeling blessed with my largest position today πŸš€"
X Link 2023-05-26T17:47Z 13K followers, [--] engagements

"@xrpmickle Yes hopefully in the next few years we shall see a ChatGPT moment for $TSLA 😊"
X Link 2023-05-27T01:59Z 13K followers, [--] engagements

"@FinallyFoolin @BulldozerBob Robert eats lives and breathes $TSLA πŸ‘"
X Link 2023-05-27T02:00Z 18.4K followers, [---] engagements

"$SNOW These shares I added on 5/25/23 will someday tell a story Stop slicing & dicing this incredible company with top class management & perhaps the best CEO in the world. How many CEOs can write a book about how other CEOs & leaders can Amp It Up Of course I like"
X Link 2023-05-27T07:33Z 13K followers, [--] engagements

"Btw I have spend weekends talking to my ex $MSFT friends who now work at $SNOW 😊"
X Link 2023-05-27T07:35Z 13K followers, [--] engagements

"Many had sliced & diced $AAPL $AMZN $TSLA $NVDA for many many years focusing on a quarters result/guidance & none of those folks made any πŸ’°πŸ’°πŸ’° If you dont like $SNOW simply sell out Ill buy your shares πŸ˜€"
X Link 2023-05-27T08:02Z 11K followers, [--] engagements

"@thinktangy Thats a great question. If I can be certain the market will tank in the next few months Ill trim some but no one knows how the market will behave. But I did trim $NVDA a little after its incredible rise"
X Link 2023-05-27T08:35Z 13K followers, [--] engagements

"MAGMAN is my proposal with all due credit to @ylecun πŸ‘‡ MAGMAN $MSFT $AAPL $GOOG $META $AMZN $NVDA"
X Link 2023-05-27T09:02Z 13K followers, [--] engagements

"@Dennis27020130 Invest in great companies that are more probable of being successful with less risk. Ive a 40% investment in $TSLA"
X Link 2023-05-27T09:18Z 18.4K followers, [----] engagements

"@BulldozerBob @Edwin_png Well it sometimes takes a bit to realize someone is a troll. This person claims to invest only in companies they used as a consumer and not SaaS. And talked about owning $PLTR a few days ago πŸ˜€ and why follow someone who talks about SaaS Blocked"
X Link 2023-05-28T02:36Z 13K followers, [--] engagements

"$ZS I like the synergy $ZS built up with these names. $CRWD AWS & $MSFT"
X Link 2023-05-28T03:36Z 13K followers, [--] engagements

"$NVDA There are times when you sit back & feel rewarded Almost everyone of the top investors and smart folks who host the @theallinpod missed $NVDA & are taking about it ex post facto πŸ˜€ πŸ‘‡πŸ‘‡πŸ‘‡"
X Link 2023-05-28T05:55Z 13K followers, [--] engagements

"$SNOW If some went from 24% to 16% to 8% to 1% to selling out in a few months Is that an"
X Link 2023-05-28T07:43Z 13K followers, [--] engagements

"@thinktangy And he had bashed $ZS to a great degree as well"
X Link 2023-05-28T09:11Z 13K followers, [--] engagements

"Conviction & understanding what you invest in are imp That list hasnt changed much since the beginning of the year $TSLA $CRWD $ZS $MDB $DDOG $SNOW $NVDA $HCP & a little $S added recently. This btw isnt Conviction 1/ Happy New Year [----] was hard & [----] may be worse In the past [--] years the best stocks I owned were $AAPL $AMZN $GOOG $NVDA & $MSFT ( being an employee πŸ™‚). They've grown to the biggest tech names today Now I'm invested in $MDB $DDOG $SNOW $TSLA $ZS $CRWD $HCP. #fintwit 1/ Happy New Year [----] was hard & [----] may be worse In the past [--] years the best stocks I owned were $AAPL"
X Link 2023-05-29T18:07Z 17.6K followers, 15.8K engagements

"Also Im thankful to those who follow me πŸ˜€ Its nice to see 8500+ followers in a relatively short time. Also for sticking with me on names like $ZS $CRWD $MDB $SNOW when many sold out. Btw youll rarely see me asking to like or retweet. So I feel people follow for a reason πŸ™"
X Link 2023-05-29T18:12Z 13K followers, [--] engagements

"@slmyers13371 $TSLA is a high conviction name for me and is 40% of my portfolio. Some things are easier said than done"
X Link 2023-05-29T18:15Z 18.4K followers, [---] engagements

"$ZS This is called ROI πŸ‘ Wheres descaler $NET"
X Link 2023-05-29T19:10Z 11K followers, [--] engagements

"$NVDA When I posted the info on April [--] I was hoping for making a 50% in a year. I was wrong πŸ˜‘ I made 40% in a month πŸ˜€ Though I took some profits & trimmed it to maintain a 5% position it appears this is headed higher πŸš€ Long $NVDA Read this πŸ‘‡πŸ‘‡πŸ‘‡"
X Link 2023-05-29T20:40Z 10.8K followers, [--] engagements

"@Veuepoint They are complementary and work great together. Primarily $CRWD for endpoint security & $ZS for network security"
X Link 2023-05-29T20:53Z 13K followers, [--] engagements

"@BulldozerBob Youre πŸ’― correct See the section under Inflection point in Generative AI in this link And yes companies like $SNOW that allow data storage & sharing with the guard rails of governance policies security should benefit hugely And $TSLA of course"
X Link 2023-05-29T21:20Z 13K followers, [--] engagements

"$SNOW More intelligent search at scale leveraging Generative AI I like this πŸ‘ Now we know it's true ☺ πŸ‘‡"
X Link 2023-05-29T21:36Z 13K followers, [--] engagements

"@rahulchahal Well even today most folks think of $TSLA as a car company. The car is just one manifestation. With the billions of miles of data from the cars their AI is perhaps the best on the planet. And that AI is going to drive a lot of future products. Optimus is one example"
X Link 2023-05-29T21:41Z 13K followers, [--] engagements

"On the other hand if $TSLA 2x/3x s before $SNOW I'll need to think of another problem to solve πŸ˜„"
X Link 2023-05-29T22:08Z 11K followers, [--] engagements

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

@ronjonbSaaS
/creator/twitter::ronjonbSaaS