# ![@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, ai, $asml 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)  41% [technology brands](/list/technology-brands)  32% [finance](/list/finance)  14% [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%, [ai](/topic/ai) 6%, [$asml](/topic/$asml) 6%, [in the](/topic/in-the) 4%, [$ttd](/topic/$ttd) 3%, [$snow](/topic/$snow) 3%, [open ai](/topic/open-ai) 3%, [$ddog](/topic/$ddog) 2%, [$gtlb](/topic/$gtlb) 2%

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

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

"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


"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


"$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


"$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


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


"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


"$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


"@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


"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


"@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


"@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


"@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


"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


"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


"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


"@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


"@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


"@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


"@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


"@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


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


"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


"@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 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


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


"@convequity You like $ntsk"  
[X Link](https://x.com/sv_techie/status/2016427477858713729)  2026-01-28T08:25Z [----] 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/anyuser/status/2019892756492247297)  2026-02-06T21:55Z [----] followers, [----] engagements


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


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


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


"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


"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


"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


"$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


"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


"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


"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


"$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


"@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


"@GuesWat @formula1champ @Alex_Intel_ I think companies like CRM WDAY will likely work closely w/ Anthropic and openAI to accelerate the journey. I recall Anthropic CEO in his private talk mentioned about how he wants to go after by helping "Boring enterprise". My bet is Anthropic will heavily partner w/ large ent"  
[X Link](https://x.com/sv_techie/status/2007522141399597166)  2026-01-03T18:39Z [----] followers, [--] engagements


"This goes back to how market is evaluating SW companies. Either you are cool and setup nicely for AI wave or you are not due to legacy SW stack. That is what has been happening right now. $CSU.TO is no exeception and we already see it w/ CRM/NOW/etc. https://x.com/realroseceline/status/2012915627250618578s=20 Thoughts on $CSU: $CSU is dealing with something it has almost never dealt with before a roughly 40% percent drawdown. The largest in the companys history. That alone feels strange because this has been a business that for decades has done nothing but compound"  
[X Link](https://x.com/sv_techie/status/2014415753450291565)  2026-01-22T19:11Z [----] followers, [----] engagements


"What's up w/ $GTLB [-----] to [-----] in a single trading session"  
[X Link](https://x.com/sv_techie/status/2014432931448815873)  2026-01-22T20:20Z [----] 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


"$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


"$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


"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


"why limit to $1T. Ask for $100T - it is all like throwing dart in vaccum right empty statements. https://x.com/Investingcom/status/1882470505099522384 https://x.com/Investingcom/status/1882470505099522384"  
[X Link](https://x.com/sv_techie/status/1882495473996763163)  2025-01-23T18:27Z [----] 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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