# ![@sv_techie Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3024612006.png) @sv_techie SV_Techie

SV_Techie posts on X about databricks, asml, $asml, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::3024612006/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3024612006/c:line/m:interactions.svg)

- [--] Week [---------] +189%
- [--] Month [---------] +1,167%
- [--] Months [----------] +4,466%
- [--] Year [----------] +786%

### Mentions: [--] [#](/creator/twitter::3024612006/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3024612006/c:line/m:posts_active.svg)

- [--] Month [--] -90%
- [--] Months [---] +14%
- [--] Year [---] -56%

### Followers: [-----] [#](/creator/twitter::3024612006/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3024612006/c:line/m:followers.svg)

- [--] Week [-----] +0.29%
- [--] Month [-----] +0.69%
- [--] Months [-----] +2.60%
- [--] Year [-----] +6.40%

### CreatorRank: [---------] [#](/creator/twitter::3024612006/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3024612006/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  40% [technology brands](/list/technology-brands)  32% [finance](/list/finance)  15% [cryptocurrencies](/list/cryptocurrencies)  6% [currencies](/list/currencies)  4% [countries](/list/countries)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[databricks](/topic/databricks) 7%, [asml](/topic/asml) 7%, [$asml](/topic/$asml) 6%, [ai](/topic/ai) 5%, [$snow](/topic/$snow) 3%, [$ttd](/topic/$ttd) 3%, [$ampl](/topic/$ampl) 2%, [$ntsk](/topic/$ntsk) #10, [data](/topic/data) 2%, [meta](/topic/meta) 2%

**Top accounts mentioned or mentioned by**
[@merovingianman](/creator/undefined) [@gueswat](/creator/undefined) [@cursorai](/creator/undefined) [@ajacksonhole](/creator/undefined) [@conversetech](/creator/undefined) [@converse_tech_](/creator/undefined) [@sergeycyw](/creator/undefined) [@riceforthought](/creator/undefined) [@convequity](/creator/undefined) [@hasitran](/creator/undefined) [@jrichlive](/creator/undefined) [@hobietweets](/creator/undefined) [@widemoatczar](/creator/undefined) [@merovingian_man](/creator/undefined) [@techprosv](/creator/undefined) [@zerohedge](/creator/undefined) [@sleepysolcap](/creator/undefined) [@dalibali2](/creator/undefined) [@levie](/creator/undefined) [@puneetsinghcto](/creator/undefined)

**Top assets mentioned**
[Snowflake Inc. (SNOW)](/topic/$snow) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Ampleforth (AMPL)](/topic/$ampl) [Netskope, Inc. (NTSK)](/topic/$ntsk) [Datadog Inc (DDOG)](/topic/$ddog) [Klarna Group plc (KLAR)](/topic/$klar) [Cisco Systems Inc (CSCO)](/topic/$csco) [Apple, Inc. (AAPL)](/topic/$aapl) [Zillow Group, Inc. (ZG)](/topic/$zg) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Figma, Inc. (FIG)](/topic/$fig) [SPDR GOLD ETF (GLD)](/topic/$gld) [GameStop, Corp. (GME)](/topic/$gme) [Netflix Inc (NFLX)](/topic/$nflx) [PepsiCo, Inc. (PEP)](/topic/$pep) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Shopify Inc (SHOP)](/topic/$shop) [Duolingo, Inc.  (DUOL)](/topic/$duol) [T-Mobile (TMUS)](/topic/$tmus) [AT&T Inc. (T)](/topic/$t) [Verizon Communications Inc. (VZ)](/topic/$vz) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Atlassian Corporation PLC (TEAM)](/topic/$team)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I like Databricks (and $snow) but their AI value additions are fading. They are becoming basically "data store" as you start to derive insights from outside using LLMs across hetergenous data - no vendor lock in. Their price could start to fade soon. https://x.com/Beth_Kindig/status/2020991903156797816s=20 Databricks completed a $7 billion funding round including $5 billion in equity and $2 billion in debt valuing the firm at $134 billion. Databricks added that its revenue run rate surpassed $5.4 billion up 65% YoY with AI products reaching a $1.4 billion run rate. $SNOW"  
[X Link](https://x.com/sv_techie/status/2021051266433212708)  2026-02-10T02:39Z [----] followers, 17.3K engagements


"VC Bros going on and on about context engineering for AI is funny to see - did they not know people had identity graph profiles click stream etc. to stitch customer journey before"  
[X Link](https://x.com/sv_techie/status/2017797374169780521)  2026-02-01T03:09Z [----] followers, [---] engagements


"Once the interest rate drops we should see upswing in real estate (commercial and residential) and [--] names comes to my mind. $ZG $CSGP -- latter is very strong in commercial and international"  
[X Link](https://x.com/sv_techie/status/2010922040275108129)  2026-01-13T03:49Z [----] followers, [---] engagements


"@riceforthought abs true"  
[X Link](https://x.com/sv_techie/status/2022583173641871858)  2026-02-14T08:06Z [----] followers, [--] engagements


"$FIG is trading at 30% discount on $ADBE's offer. What a twist. Huge fan of Figma but market conditions are cold"  
[X Link](https://x.com/sv_techie/status/2014523190463365342)  2026-01-23T02:18Z [----] followers, [----] engagements


"Been using $AMPL Amplitude (MCP) with Cursor and unbelievable insights you can gather when you map them to voice of customers to pinpoint issues. Even use cursor to look at sentiments on reddit Cursor is becoming my operations console for many things. Kudos to @cursor_ai team"  
[X Link](https://x.com/sv_techie/status/2015829421287223523)  2026-01-26T16:49Z [----] followers, [----] engagements


"Is there a bottom for $ttd - I wonder"  
[X Link](https://x.com/sv_techie/status/2016200516796350534)  2026-01-27T17:23Z [----] followers, [----] engagements


"INR is smoked. I am sure Modi will declare success on USD/INR at ATH😂"  
[X Link](https://x.com/sv_techie/status/2016399473753416007)  2026-01-28T06:34Z [----] followers, [---] engagements


"@convequity You like $ntsk"  
[X Link](https://x.com/sv_techie/status/2016427477858713729)  2026-01-28T08:25Z [----] followers, [---] engagements


"$GLD $SLV are the modern meme stocks like $GME🤣. [---] - [---] [---] [---]. Wonder how many people lost their shirts and pants"  
[X Link](https://x.com/sv_techie/status/2018179333337346498)  2026-02-02T04:27Z [----] followers, [---] engagements


"@SergeyCYW Remember when I said them training their own model was a dead end Same with Databricks. People these days connect snow and Databricks from cursor/claude. Snow will become just a data layer thats it"  
[X Link](https://x.com/sv_techie/status/2018693211355582959)  2026-02-03T14:29Z [----] followers, [---] engagements


"How many are shopping last few days are most fully invested"  
[X Link](https://x.com/sv_techie/status/2019137476024308103)  2026-02-04T19:54Z [----] followers, [----] engagements


"@AJacksonHole I rode this baby from [---] to [---] and exited. this was me seeing competion from databricks and how good DBRX is. BTW I use heavily cursor and databricks MCP (plus you can connect splunk MCP etc.) unbelievable insights you can get. good bye to Tableau/qlik/etc"  
[X Link](https://x.com/sv_techie/status/2019311499043606717)  2026-02-05T07:25Z [----] followers, [---] engagements


"Following are down from their ATH MSFT -27% AMZN -15% META [----] NFLX -44% while index is near ATH -- ls sector rotation in full swing"  
[X Link](https://x.com/sv_techie/status/2019892756492247297)  2026-02-06T21:55Z [----] followers, [----] engagements


"It is clear sector rotation has started"  
[X Link](https://x.com/sv_techie/status/2019917777977634903)  2026-02-06T23:35Z [----] followers, [----] engagements


"$PEP [---] to [---]. do you need more proof on why sell of on tech and where that money went"  
[X Link](https://x.com/sv_techie/status/2019918994485170461)  2026-02-06T23:39Z [----] followers, [---] engagements


"@jrichlive yeah I looked at several ones MCD KO PEP JNJ PG all have been rising while tech is getting slaughtered"  
[X Link](https://x.com/sv_techie/status/2019923437704400927)  2026-02-06T23:57Z [----] followers, [---] engagements


"@converse_tech_ @merovingian_man Building basic is easy but building for enterprise grade with many integrations providing resiliency scale performance is another ballgame Second core vs context - why does a company want to spend on crm/wday/etc instead focusing on their biz"  
[X Link](https://x.com/sv_techie/status/2020185686964625567)  2026-02-07T17:19Z [----] followers, [--] engagements


"@converse_tech_ @merovingian_man I can see new workflows and custom being done ontop of these but I dont see them being replaced - just my 2c"  
[X Link](https://x.com/sv_techie/status/2020185910818803930)  2026-02-07T17:20Z [----] followers, [--] engagements


"RT @zerohedge: *HIMS & HERS TO STOP OFFERING WEIGHT LOSS PILL"  
[X Link](https://x.com/sv_techie/status/2020219255934128434)  2026-02-07T19:32Z [----] followers, [--] engagements


"Some good thoughts here. "Nvidia CEO Jensen said software is a tool for AI to use rather than replace. It is the most illogical thing in the world to say AI will replace SaaS and this will become evident over time." I couldn't agree more. https://www.linkedin.com/posts/muddusudhakar_agenticai-ai-genai-activity-7426037355175886848-TbViutm_source=share&utm_medium=member_desktop&rcm=ACoAAACmvNUBv4TD4NzXS8C7gm80Do5XzMdOlZg"  
[X Link](https://x.com/sv_techie/status/2020289883907190898)  2026-02-08T00:13Z [----] followers, [---] engagements


"@hobie_tweets anyway you need to operate on varuious data sources spread across so not all are in databricks"  
[X Link](https://x.com/sv_techie/status/2021060833648968039)  2026-02-10T03:17Z [----] followers, [---] engagements


"@hobie_tweets real world is never that"  
[X Link](https://x.com/sv_techie/status/2021064399629451374)  2026-02-10T03:31Z [----] followers, [--] engagements


"What is happening CEOs are giving motivational speeches and philosophical speeches 😉 Market does weird things to people.😂"  
[X Link](https://x.com/sv_techie/status/2021065877844787462)  2026-02-10T03:37Z [----] followers, [----] engagements


"Rumor is that OpenAI was considering displacing $ddog with chronosphere ( $Panw now) but decided against it - $ddog 🚀 and $panw paid premium for something that is no longer true🤷♂ Go $ddog"  
[X Link](https://x.com/sv_techie/status/2021236429272039910)  2026-02-10T14:54Z [----] followers, [----] engagements


"@SergeyCYW I was confident ddog was going to knock the ball out of the park and proved. One of the best companies but doesnt get much love"  
[X Link](https://x.com/sv_techie/status/2021237609226268888)  2026-02-10T14:59Z [----] followers, [---] engagements


"@merovingian_man Continues to impress"  
[X Link](https://x.com/sv_techie/status/2021238722226766227)  2026-02-10T15:03Z [----] followers, [---] engagements


"@AJacksonHole that is true for any data product. $snow as well"  
[X Link](https://x.com/sv_techie/status/2021245145400676472)  2026-02-10T15:29Z [----] followers, [---] engagements


"@hasitran yes their unity catalog is good notebook sorta.now I do all that from cursor. I am using databricks as catalog/datalake access layer"  
[X Link](https://x.com/sv_techie/status/2021247968196567480)  2026-02-10T15:40Z [----] followers, [--] engagements


"@Sleepysolcap WebMCP works only if pages fire signal. PlaywrightMCP works just without any of these and you can hook it up to cursor - vola"  
[X Link](https://x.com/sv_techie/status/2021466139000438987)  2026-02-11T06:07Z [----] followers, [---] engagements


"@WideMoatCzar True"  
[X Link](https://x.com/sv_techie/status/2021793677757362323)  2026-02-12T03:49Z [----] followers, [---] engagements


"@WideMoatCzar Being an $asml holder I rember celebrating going to $1600 only to see it evaporate 😭"  
[X Link](https://x.com/sv_techie/status/2021794133288136866)  2026-02-12T03:50Z [----] followers, [---] engagements


"Who are the potentials acquirer's of $NTSK @dalibali2"  
[X Link](https://x.com/sv_techie/status/2007171371013681501)  2026-01-02T19:25Z [----] followers, [---] engagements


"OF + $KLAR news $KLAR 🚀"  
[X Link](https://x.com/sv_techie/status/2020250260342555076)  2026-02-07T21:36Z [----] followers, [---] engagements


"$shop $127 to $143 to $112 . What a nasty market it is"  
[X Link](https://x.com/sv_techie/status/2021614782806471096)  2026-02-11T15:58Z [----] followers, [----] engagements


"Comments made by AI figures that we have to come back to check in a year and see where we are"  
[X Link](https://x.com/sv_techie/status/2022088579925819736)  2026-02-12T23:21Z [----] followers, [---] engagements


"@GuesWat My thesis has been SaaS: SOR/SOT + some workflows agentic and non-agentic. then give hige optionality for people to build custom agentic workflows using MCP/APIs + WebMCP + CUA (e.g. Playwright comet etc)"  
[X Link](https://x.com/sv_techie/status/2022123819163623878)  2026-02-13T01:41Z [----] followers, [--] engagements


"here is another ata point. https://x.com/GunjanJS/status/2019911040520102186s=20 Wild inflows to sectors outside of technology this year "Sector funds excluding Tech have seen a record $62bn in inflows in the first five weeks of the year. To put that in context thats more than they saw in all of [----] (just over $50bn)" --DB https://x.com/GunjanJS/status/2019911040520102186s=20 Wild inflows to sectors outside of technology this year "Sector funds excluding Tech have seen a record $62bn in inflows in the first five weeks of the year. To put that in context thats more than they saw in all of"  
[X Link](https://x.com/sv_techie/status/2019918033071071717)  2026-02-06T23:36Z [----] followers, [---] engagements


"YOLO on $TTD Make ads great again https://x.com/MacroEdgeRes/status/2020966280640213104s=20 OpenAI begins testing ads on users within ChatGPT interface CNBC Here comes the slop #MacroEdge https://x.com/MacroEdgeRes/status/2020966280640213104s=20 OpenAI begins testing ads on users within ChatGPT interface CNBC Here comes the slop #MacroEdge"  
[X Link](https://x.com/sv_techie/status/2021249981689057300)  2026-02-10T15:48Z [----] followers, [----] engagements


"Why are people surprised by this. Many of us have mentioned this in the past and there is no moat here in $DUOL as generative text/audio/video has become mainstream in last [--] years. https://x.com/ConsensusGurus/status/2021574489214013837s=20 *DUOLINGO FALLS 6% PREMARKET AS T-MOBILE SET TO BEGIN AI-TRANSLATION FOR PHONE CALLS $DUOL $TMUS $T $VZ You know all the carriers will be rolling this out in rapid succession. https://x.com/ConsensusGurus/status/2021574489214013837s=20 *DUOLINGO FALLS 6% PREMARKET AS T-MOBILE SET TO BEGIN AI-TRANSLATION FOR PHONE CALLS $DUOL $TMUS $T $VZ You know all the"  
[X Link](https://x.com/sv_techie/status/2021630780347445412)  2026-02-11T17:01Z [----] followers, [----] engagements


"$PYPL [--] year period looks lot like $CSCO from [----] to 2006"  
[X Link](https://x.com/sv_techie/status/2021803516441047168)  2026-02-12T04:28Z [----] followers, [----] engagements


"@GuesWat this ofc means earnings revision top line and bottom line but that is what market also feels. Def not for all but I expect some compression. Look at $TEAM it is in shambles"  
[X Link](https://x.com/sv_techie/status/2022126666907365734)  2026-02-13T01:52Z [----] followers, [---] engagements


"@GuesWat Depends on whether custom agentic workflows take off or not. I feel SaaS will continue to have some pricing power where biz criticality is way too important. But there will be pockets where pricing pressure will exist"  
[X Link](https://x.com/sv_techie/status/2022126968146391076)  2026-02-13T01:53Z [----] followers, [--] engagements


"Fwiw I havent been seeing a lot of tweets posting YTD charts in the last couple of weeks 😀"  
[X Link](https://x.com/sv_techie/status/2022237621913813340)  2026-02-13T09:13Z [----] followers, [---] engagements


"@converse_tech_ @cursor_ai need to check if we have full license. but for everything I have tried. cursor has satisfied way beyond my expectations and made wow"  
[X Link](https://x.com/sv_techie/status/2022471225675804825)  2026-02-14T00:41Z [----] followers, [--] engagements


"@converse_tech_ @cursor_ai all these 2x and 5x do not matter really -- as bulk of the time you spend really in thinking designing planning etc. so long as both these do well it doesn't matter. it is like arguing if java is better than C++ etc. use whatever works for you"  
[X Link](https://x.com/sv_techie/status/2022491992090120559)  2026-02-14T02:04Z [----] followers, [--] engagements


"@converse_tech_ @cursor_ai I am using it on daily basis at work. not watching some demos. As I said don't get religious about it. Use whatever works for you"  
[X Link](https://x.com/sv_techie/status/2022499775611048355)  2026-02-14T02:34Z [----] followers, [--] engagements


"@riceforthought what are your thoughts seems like the right move"  
[X Link](https://x.com/sv_techie/status/2022583653331800502)  2026-02-14T08:08Z [----] followers, [--] engagements


"While many companies have been going down -- $CSCO has been going up in case anyone missed it"  
[X Link](https://x.com/sv_techie/status/2019665375370317940)  2026-02-06T06:52Z [----] followers, [---] engagements


"Cursor has become my fav tool for doing coding comprehending other's code analyzing arch design implementaion issues doing multi-source data analysis (using MCP) and doing even web navigation using Playwright. @cursor_ai you rock"  
[X Link](https://x.com/sv_techie/status/2022447803822456872)  2026-02-13T23:08Z [----] followers, [---] engagements


"$PD ($650m MC) and $AMPL ($800m MC) at current valuations is screaming for PE"  
[X Link](https://x.com/sv_techie/status/2022578998627217914)  2026-02-14T07:49Z [----] followers, [----] engagements


"Nice article on how to leverage on device local LLM vs external cloud using adaptive dual backends https://badarinath.substack.com/p/why-my-app-uses-two-ai-backends https://badarinath.substack.com/p/why-my-app-uses-two-ai-backends"  
[X Link](https://x.com/sv_techie/status/2022588332606394642)  2026-02-14T08:26Z [----] followers, [---] engagements


"@levie @puneetsinghCTO But didnt Anthropic CEO say this 😉 Anthropic CEO Dario Amodei has stated that software engineering could be largely automated and essentially "obsolete" within [---] months"  
[X Link](https://x.com/sv_techie/status/2022958045693915147)  2026-02-15T08:55Z [----] followers, [--] engagements


"Hope $asml breaks $1500"  
[X Link](https://x.com/sv_techie/status/2016333127678111913)  2026-01-28T02:10Z [----] followers, [----] engagements


"$ASML $1585. https://x.com/sv_techie/status/2016333127678111913s=20 Hope $asml breaks $1500 https://x.com/sv_techie/status/2016333127678111913s=20 Hope $asml breaks $1500"  
[X Link](https://x.com/sv_techie/status/2016392872673870103)  2026-01-28T06:08Z [----] followers, [----] engagements


"@merovingian_man rebranding exercise by calling http "AI Traffic""  
[X Link](https://x.com/sv_techie/status/2016393437407543748)  2026-01-28T06:10Z [----] followers, [---] engagements


"@KreizJordy @paurooteri ARM's footprint is not big in servers plus most of the existing apps may have to undergo changes and certifications and perf measurements due to micro-architectural changes between x86 vs ARM. AMD is a better choice in that sense. But Intel still holds 70% there"  
[X Link](https://x.com/sv_techie/status/2016394930885996873)  2026-01-28T06:16Z [----] followers, [---] engagements


"$ASML announces Share Buyback for 12B. Sales beat $11.4B vs $11.11B"  
[X Link](https://x.com/sv_techie/status/2016395801287950452)  2026-01-28T06:19Z [----] followers, [----] engagements


"@merovingian_man lot of bros went and invested in fixed deposit paying 10% few years ago. All the gains are probably whiped out now with currency and re-patriating tax"  
[X Link](https://x.com/sv_techie/status/2016400822356344847)  2026-01-28T06:39Z [----] followers, [--] engagements


"@anandragn @wey_how12640 dude wen is SaaS going to be the GPU 🤣"  
[X Link](https://x.com/sv_techie/status/2016401799994122406)  2026-01-28T06:43Z [----] followers, [---] engagements


"@merovingian_man I thought India said BRICS etc. Hoarding USD wow. Gold makes a lot of sense"  
[X Link](https://x.com/sv_techie/status/2016402298424164388)  2026-01-28T06:45Z [----] followers, [--] engagements


"@merovingian_man ty - it is interesting. buying gold (hedge against USD/inflation) and buying USD at the same time.nice hedge"  
[X Link](https://x.com/sv_techie/status/2016403402062991731)  2026-01-28T06:50Z [----] followers, [--] engagements


"$ASML -3% for posting rev beat and 12B share purchase. Looks like semis are peaking🤷♂"  
[X Link](https://x.com/sv_techie/status/2016557817864573256)  2026-01-28T17:03Z [----] followers, [----] engagements


"While I was hoping $asml chips making device to save the world but it was $meta reels that saved the world 😂"  
[X Link](https://x.com/sv_techie/status/2016644665173545169)  2026-01-28T22:48Z [----] followers, [---] engagements


"@InaneCamus Dude I am torn apart - asml went -ve despite buybacks and rev beat 😭"  
[X Link](https://x.com/sv_techie/status/2016644888490852676)  2026-01-28T22:49Z [----] followers, [--] engagements


"Lol. Been saying one-by-one capex throttle. this is no surprise. Supply always front runs then demand discovery happens then supply settles at health growth phase after a while. We are in demand discover phase. This blue print happens every new tech phase. $MSFT expects capex to decrease sequentially for March Q $MSFT expects capex to decrease sequentially for March Q"  
[X Link](https://x.com/sv_techie/status/2016655490051428545)  2026-01-28T23:31Z [----] followers, [----] engagements


"New norm. 2% inflation - 3% inflation 20+ P/E - 30+ P/E"  
[X Link](https://x.com/sv_techie/status/2016903301493936459)  2026-01-29T15:56Z [----] followers, [---] engagements


"Is it $AMZN that is going to push SPY $700🤔"  
[X Link](https://x.com/sv_techie/status/2017079795365126399)  2026-01-30T03:37Z [----] followers, [---] engagements


"$SNDK. I hope people didn't invest in peak"  
[X Link](https://x.com/sv_techie/status/2017333917276377353)  2026-01-30T20:27Z [----] followers, [---] engagements


"@WisemanCap are you in $NOW"  
[X Link](https://x.com/sv_techie/status/2017647966899867712)  2026-01-31T17:15Z [----] followers, [---] engagements


"@netcapgirl @jamesbulltard7 Tesla fans are going to say $TSLA ( $AAPL + $Aramco)"  
[X Link](https://x.com/sv_techie/status/1673019602669043712)  2023-06-25T17:25Z [----] followers, [----] engagements


"would you own $CRM or $ADBE or $WDAY or none Why"  
[X Link](https://x.com/sv_techie/status/2000435541750235641)  2025-12-15T05:19Z [----] followers, [----] engagements


"$KVYO 25% since its recent low. Good company and I hope they will move up as rate cuts happen"  
[X Link](https://x.com/sv_techie/status/2001711462067433509)  2025-12-18T17:49Z [----] followers, [---] engagements


"I think there are some good companies getting towards attractive valuations. $IOT $KLAR $TTD $MNDY"  
[X Link](https://x.com/sv_techie/status/2010584926807371997)  2026-01-12T05:29Z [----] followers, [----] engagements


"@KairosPraxis I know pstg and anet super well - I spent 2+ decades in storage and networking fwiw"  
[X Link](https://x.com/sv_techie/status/2011846929530175671)  2026-01-15T17:04Z [----] followers, [--] engagements


"Mission of $afrm is to make sure you have pile of debts. https://x.com/UnicusResearch/status/2013384803429585145s=20 BREAKING: $AFRM to offer buy now pay later option for rent payments. This is not good. This is very bad. Affirm will make those services available through a partnership with New York-based financial technology company Esusu which offers financial education credit reporting https://x.com/UnicusResearch/status/2013384803429585145s=20 BREAKING: $AFRM to offer buy now pay later option for rent payments. This is not good. This is very bad. Affirm will make those services available"  
[X Link](https://x.com/sv_techie/status/2013407182251770143)  2026-01-20T00:24Z [----] followers, [----] engagements


"Finally world is realizing iceberg has won the battle and few of us spotted almost [--] months ago @convequity Databricks blew $2b on tabular for likely nothing imo. It is interesting to note that Apache Iceberg (which used to be behind Delta and Hudi in the past) picked up more attention from cloud vendors in the recent past and likely to claim top spot as a vendor neutral format. It is interesting to note that Apache Iceberg (which used to be behind Delta and Hudi in the past) picked up more attention from cloud vendors in the recent past and likely to claim top spot as a vendor neutral format"  
[X Link](https://x.com/sv_techie/status/2013858723350118476)  2026-01-21T06:18Z [----] followers, [----] engagements


"Is someone buying $GTLB $GOOG or $DDOG price/action is impressive"  
[X Link](https://x.com/sv_techie/status/2014438429644525808)  2026-01-22T20:42Z [----] followers, [----] engagements


"$CMG has been steadily making progress. $34 to $41"  
[X Link](https://x.com/sv_techie/status/2014715302819594382)  2026-01-23T15:02Z [----] followers, [---] engagements


"Interestingly many SaaS got bid today but not for IOT and KLAR (though technically it is fintech)"  
[X Link](https://x.com/sv_techie/status/2014913690307604485)  2026-01-24T04:10Z [----] followers, [----] engagements


"$ABNB $DASH $SNOW"  
[X Link](https://x.com/sv_techie/status/2015501143691141548)  2026-01-25T19:04Z [----] followers, [----] engagements


"$CVLT from $200 to $85. $RBRK from $103 to $64 as of now but could go to $50.🤷♂"  
[X Link](https://x.com/sv_techie/status/2016168470443106662)  2026-01-27T15:16Z [----] followers, [----] engagements


"Look at $JNJ while all our eyes were stuck on Tech"  
[X Link](https://x.com/sv_techie/status/2016417948999762143)  2026-01-28T07:47Z [----] followers, [---] engagements


"$AAPL How many companies in our life time can report $143.8B/Quarter growing at 16% YoY Truly a legend (only feedback to them is please don't break User experience by doing periodic updates and set the bar high for product quality)"  
[X Link](https://x.com/sv_techie/status/2017132588176199933)  2026-01-30T07:07Z [----] followers, [----] engagements


"@Don7Spy I see -- you got me. I didn't pay attention - I admit. But my point still remains. 143B in one Qtr. I am not able to even imagine what that means. at this rate Apple in next [--] years $1T/year"  
[X Link](https://x.com/sv_techie/status/2017136487658410246)  2026-01-30T07:23Z [----] followers, [---] engagements


"LOL -- $ORCL is going to get busted next. May be good for bottom line. https://x.com/MacroEdgeRes/status/2018017648378851809s=20 Investment bank TD Cowen reports that Oracle is weighing cuts of [-----] to [-----] jobs its largest ever #MacroEdge https://x.com/MacroEdgeRes/status/2018017648378851809s=20 Investment bank TD Cowen reports that Oracle is weighing cuts of [-----] to [-----] jobs its largest ever #MacroEdge"  
[X Link](https://x.com/sv_techie/status/2018051992992788907)  2026-02-01T20:01Z [----] followers, [----] engagements


"@hypersoren @SergeyCYW v. expensive. plus databricks is hurting them (without getting into the details)"  
[X Link](https://x.com/sv_techie/status/2018704684240769329)  2026-02-03T15:14Z [----] followers, [--] engagements


"What a market. Index ATH and SaaS companies and SW companies are trading like they are going out of Biz"  
[X Link](https://x.com/sv_techie/status/2018706380174045520)  2026-02-03T15:21Z [----] followers, [----] engagements


"@AJacksonHole @Sunrise202086 I own ddog - shitco too 😭"  
[X Link](https://x.com/sv_techie/status/2018764918691086474)  2026-02-03T19:13Z [----] followers, [--] engagements


"@janetyollen Depending on the risk tolerance - 50% atleast for me"  
[X Link](https://x.com/sv_techie/status/2019064401026768918)  2026-02-04T15:04Z [----] followers, [--] engagements


"Once cusror cowork everything becomes prevalent for accessing information on the web what is the role of the browser would you need the current security SW from CRWD ZS etc"  
[X Link](https://x.com/sv_techie/status/2019315171819417652)  2026-02-05T07:40Z [----] followers, [----] engagements


"@hamptonism I am going to bookmark this and revisit in 6-12 months or may be even start a bid on @Kalshi"  
[X Link](https://x.com/sv_techie/status/2019858659225059672)  2026-02-06T19:40Z [----] followers, [---] engagements


"Long time Google veteran Urs is stepping down from running Google cloud. The article says he will be playing an IC role tho. https://www.cnbc.com/2023/07/12/google-cloud-shakeup-urs-holzle-to-step-down-from-executive-management.html https://www.cnbc.com/2023/07/12/google-cloud-shakeup-urs-holzle-to-step-down-from-executive-management.html"  
[X Link](https://x.com/sv_techie/status/1678994527913398272)  2023-07-12T05:07Z [----] followers, [----] engagements


"Top engineers spend big % of their time thinking what can go wrong plan tests and test corner cases. that is where lot of your time goes - writing code for corner cases handling and testing them. so again POC is easy building high quality production grade is hard"  
[X Link](https://x.com/sv_techie/status/2007694887622455751)  2026-01-04T06:05Z [----] followers, [---] engagements


"@caleb_investTML Yeah I never understood things like Added/sold/reduced $blah - not useful"  
[X Link](https://x.com/sv_techie/status/1636091185470271488)  2023-03-15T19:45Z [----] followers, [---] engagements


"$trmr buys Amobee for $230m in Sep [----] and $trmr's market cap is $230m as of now"  
[X Link](https://x.com/sv_techie/status/1708964604133650726)  2023-10-02T21:58Z [----] followers, [---] engagements


"why limit to $1T. Ask for $100T - it is all like throwing dart in vaccum right empty statements. https://x.com/Investingcom/status/1882470505099522384 *TRUMP: WILL ASK SAUDI PRINCE TO INCREASE U.S. INVESTMENT TO $1 TRILLION https://t.co/9rFLIiFFcF https://x.com/Investingcom/status/1882470505099522384 *TRUMP: WILL ASK SAUDI PRINCE TO INCREASE U.S. INVESTMENT TO $1 TRILLION https://t.co/9rFLIiFFcF"  
[X Link](https://x.com/sv_techie/status/1882495473996763163)  2025-01-23T18:27Z [----] followers, [----] engagements


"@MaxTheComrade @tomsommer @YingjunWu sold 50%. Alphabet Inc. filed a 13F-HR form disclosing ownership of [-------] shares of GitLab Inc. (US:GTLB) valued at $128061464 USD as of March [--] [----]. The entity filed a previous 13F-HR on February [--] [----] disclosing [-------] shares of GitLab Inc"  
[X Link](https://x.com/sv_techie/status/1935744027363852322)  2025-06-19T16:58Z [----] followers, [---] engagements


"@qcapital2020 Thoma/Bravo is holding lot of old tech IMO. So they are more exposed. Remember qlik Talend etc"  
[X Link](https://x.com/sv_techie/status/2014463751056196003)  2026-01-22T22:22Z [----] followers, [---] engagements

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