[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@SergeyCYW](/creator/twitter/SergeyCYW) "How CoreWeave Makes Money: Powering the AI Infrastructure Arms Race CoreWeave $CRWV makes money by providing GPU-based cloud infrastructure for large-scale training and inference workloadsessentially selling compute capacity to AI giants like OpenAI and Microsoft. Its model blends long-term client contracts with sophisticated financing enabling it to scale faster than traditional data center operators. Analysts estimate CoreWeaves revenue to rise +130% YoY in 2026 fueled by XX global data centers and over 250000 $NVDA NVIDIA GPUs across the U.S. and Europe. Its $XXXX billion partnership with" [X Link](https://x.com/SergeyCYW/status/1978845966745952261) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T15:30Z 9201 followers, 1416 engagements "$TSM TSMC Q325: Growth Reaccelerates with XX% Gross Margin and XX% EPS Surge Revenue jumped XX% YoY to $33.1B topping estimates ($31.5B). EPS surged XX% to $XXXX or $XXXX on ADR basis also well above expectations. Operating margin expanded 310bps to XX% while net margin climbed nearly X points to 46%. Profitability continues to impress powered by strong product mix and scale efficiency. High-performance computing was the growth engine up XX% YoY now making up XX% of total revenue. Smartphones also rebounded sharply +33% YoY signaling cyclical recovery. Every major segment but consumer" [X Link](https://x.com/SergeyCYW/status/1979035437990842833) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T04:03Z 9201 followers, 1487 engagements "@BourbonCap I think $MELI $DUOL and $NOW are the most attractive buys now" [X Link](https://x.com/SergeyCYW/status/1979192140325384695) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T14:25Z 9201 followers, 1475 engagements "$BKNG Outpaces $ABNB in Growth & Margins but Why Did Profits Collapse Booking Holdings $BKNG posted Q225 revenue of $6.8B up XX% YoY accelerating from last quarters XXX% growth. Gross margin hit XX% slightly higher YoY and operating income climbed XX% YoY with margin expanding 1.7pp to 34%. Free cash flow margin soared to XX% up 5.5pp. But despite all that net income plunged XX% YoY taking net margin down to 13%. Airbnb $ABNB also delivered solid growth. Revenue rose XXXX% YoY to $3.1B beating estimates by XXX% with gross margin at XXXX% and adjusted EBITDA margin at 33.7%. Net margin" [X Link](https://x.com/SergeyCYW/status/1955988296116658538) [@SergeyCYW](/creator/x/SergeyCYW) 2025-08-14T13:42Z 9109 followers, 1541 engagements "$IOT Samsara Partners with First Student to Equip 46000 Buses with AI-Powered Safety Tech Scale like this doesnt just drive top-line growthit deepens margin resilience. Every additional fleet onboarded strengthens Samsaras recurring revenue base while expanding the moat around its Connected Operations Platform. Efficiency gains from AI automation and fuel savings compound into stronger economics for customers creating sticky adoption and durable growth for Samsara. But is rapid global expansion in transit and safety solutions exposing Samsara to higher integration and support costs that could" [X Link](https://x.com/SergeyCYW/status/1972662420733845790) [@SergeyCYW](/creator/x/SergeyCYW) 2025-09-29T13:59Z 9095 followers, 1530 engagements "$MNDY MondayCom Launches AI Agents with No-Code Builder to Automate Workflows AI agents that execute tasks end-to-end shift Monday from a work management tool to a work execution platform. Automating lead engagement enrichment and qualification directly in CRM expands the revenue opportunity while strengthening margins through customer stickiness. Growth dynamics improve as AI replaces manual workflows with always-on execution. But is the breadth of AI innovation happening so quickly that enterprises may struggle to absorb and operationalize it all at scale" [X Link](https://x.com/SergeyCYW/status/1972993092946100332) [@SergeyCYW](/creator/x/SergeyCYW) 2025-09-30T11:53Z 9117 followers, 1852 engagements "How $SE makes money: $5259.5M rev (+38.2% YoY +8.6% QoQ) GM (45.8% +4.2 PPs YoY) Operating Margin (9.3% +7.1 PPs YoY) Operating Cash Flow Margin (30.7% +16.2 PPs YoY)🟢 Net Margin (7.9% +5.8 PPs YoY) EPS $0.65" [X Link](https://x.com/SergeyCYW/status/1975228576506266003) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-06T15:56Z 9098 followers, 3404 engagements "$IOT Samsara Beats Again and Scales Profitably But why Is the Stock Lagging S&P500 Samsara is down -XXX% YTD while S&P500 up +146%. Should you invest now Lets examine the valuation revenue growth rate key metrics profitability and expenses. A short 🧵👇" [X Link](https://x.com/SergeyCYW/status/1975517233117094139) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:03Z 9095 followers, 2251 engagements "Analysts forecast +27.3% revenue growth for $IOT in 2025 and +20.6% in 2026. Based on these projections the valuationusing the EV/Gross Profit multipleappears slightly undervalued compared to other SaaS companies. While the non-GAAP operating margin is positive the GAAP operating margin remains negative" [X Link](https://x.com/SergeyCYW/status/1975517283180323150) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:03Z 9124 followers, XXX engagements "$IOT Samsara possesses a narrow but strengthening economic moat with switching costs serving as the primary defensive mechanism. The combination of growing economies of scale improving network effects and substantial switching costs creates a competitive advantage that becomes more defensible as the company scales. While individual moat elements face competitive pressures their combined effect provides meaningful protection in the rapidly evolving IoT and connected operations market" [X Link](https://x.com/SergeyCYW/status/1975517349613826285) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:03Z 9117 followers, XXX engagements "$IOT Samsara reported +30.4% YoY revenue growth in Q2 maintaining a high growth level. Based on guidance for the next quarter if the company beats by XXX% again as it did in Q2 Q3 revenue growth would reach XXXX% indicating a stabilization in growth. RPO growth accelerated to +38.0% outpacing revenue while cRPO growth slightly decelerated to +28.8%. Billings growth stabilized at +27.2% though it still trails revenue growth" [X Link](https://x.com/SergeyCYW/status/1975517366835671347) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:03Z 9095 followers, XXX engagements "$IOT Samsara added XXX new $100K+ ARR customers in Q2 fewer additions than a year ago but still reflecting solid +31% YoY growth. Samsaras added XX customers exceeding $X million in ARR setting a quarterly record. This cohort now generates XX% of total ARR roughly $XXX million and grew XX% year over year" [X Link](https://x.com/SergeyCYW/status/1975517383730339897) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:03Z 9106 followers, XXX engagements "$IOT Samsara reported a Net Revenue Retention (NRR) of XXX% for customers with ARR over $10K" [X Link](https://x.com/SergeyCYW/status/1975517398959845733) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:03Z 9095 followers, XXX engagements "$IOT Samsara is seeing a slowdown in Annual Recurring Revenue (ARR) growth which came in at +29.8% YoY in Q2 roughly in line with the companys revenue growth" [X Link](https://x.com/SergeyCYW/status/1975517416097755569) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:03Z 9110 followers, XXX engagements "$IOT Samsara added $XXX million in net new ARR for Q2 2025 which is XX% higher than the previous year. Q2 net new ARR addition at record level" [X Link](https://x.com/SergeyCYW/status/1975517432820474028) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:03Z 9110 followers, XXX engagements "$IOT Samsaras return on S&M spending is XXXX with a CAC Payback Period roughly in line with the SaaS median of XXXX indicating a healthy efficiency level. The R&D Index (RDI Score) for Q2 is XXXX up from XXXX in Q1 well above the SaaS median of XXX and significantly higher than the industry median of XXX reflecting strong and consistent investment in innovation. An RDI Score above XXX is considered indicative of best-in-class performance. The industry median of XXX highlights the importance of efficient R&D investment" [X Link](https://x.com/SergeyCYW/status/1975517449299894487) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:03Z 9117 followers, XXX engagements "Over the past year $IOT Samsara has significantly improved its margins: Gross Margin rose from XXXX% to 78.1%. Operating Margin increased from XXX% to 15.2%. FCF margin increased from XXX% to 11.3%" [X Link](https://x.com/SergeyCYW/status/1975517465418605052) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:04Z 9120 followers, XXX engagements "$IOT Samsara has seen a gradual decline in non-GAAP operating expenses primarily driven by a reduction in Sales & Marketing (S&M) spend. S&M expenses dropped from XX% to XX% over the past two years showing improved efficiency. R&D remains elevated at XX% though down from XX% reflecting Samsaras continued investment in innovation and long-term product development. General & Administrative (G&A) expenses also declined to XX% down from XX% contributing to overall margin improvement" [X Link](https://x.com/SergeyCYW/status/1975517482392989961) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:04Z 9110 followers, XXX engagements "$IOT Balance Sheet: Total debt stands at $77M while Samsara holds $702M in cash and cash equivalents exceeding its total debt and ensuring a healthy balance sheet reflects a virtually debt-free balance sheet" [X Link](https://x.com/SergeyCYW/status/1975517497408557360) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:04Z 9095 followers, XXX engagements "$IOT Samsara Shareholder Dilution: Stock-based compensation (SBC) expenses have been gradually declining over the past two years to XX% of revenue which is still a relatively high level compared to typical SaaS benchmarks. Shareholder dilution remains elevated with a modest improvement in Q2. The weighted-average basic shares outstanding increased by XXX% YoY" [X Link](https://x.com/SergeyCYW/status/1975517513770504419) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:04Z 9095 followers, XXX engagements "Conclusion $IOT Samsara delivered a strong Q2 2025 showing stabilization in revenue growth which remains at a robust level. Leading Indicators RPO growth of +38.0% which is above revenue growth Billings growth of +27.2% slightly below revenue ARR growth at +29.8% YoY roughly in line with revenue Net new ARR additions at record level up +18.6% YoY Customer additions with $100K+ ARR were around average but $1M+ ARR additions at record level Key Metrics Net Dollar Retention (NDR) held steady at XXX% The CAC Payback Period slightly improved to XXXX months and remains roughly in line with the SaaS" [X Link](https://x.com/SergeyCYW/status/1975517528773566811) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T11:04Z 9095 followers, XXX engagements "Portfolio changes: Trim $SNOW $SHOP $MDB $ZS Add $APP $DUOL $MELI More detailed information on portfolio changes can be found here:" [X Link](https://x.com/SergeyCYW/status/1975559322861248825) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T13:50Z 9126 followers, XXX engagements "Samsara $IOT posted a strong Q2 FY25: XX% YoY revenue growth a X% beat and clear signs of stabilization. Leading indicators firmed with RPO +38% ARR +29.8% record net new ARR and a push upmarket via record $1M+ ARR lands. Efficiency remains healthyNDR XXX% 21.7-month CAC paybackwhile product velocity shines with an RDI XXXX. Profitability trends improved including XX% operating margin and expanding gross margin. Valuation reset leaves EV/Sales 12.4x modestly below recent norms against a vast Connected Operations TAM and accelerating AI features. Yet billings trail revenue GAAP operating" [X Link](https://x.com/SergeyCYW/status/1975561269362249936) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T13:58Z 9106 followers, 1278 engagements "@fools_gd $IOT looks interesting margins have improved significantly and revenue growth remains strong and appears to have stabilized" [X Link](https://x.com/SergeyCYW/status/1975587292698796233) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T15:41Z 9095 followers, XX engagements "$IOT Samsara has established commanding market leadership positions across numerous IoT and connected operations categories. G2's Summer 2025 Report awarded Samsara the No.1 Leader position in Fleet Management marking another consecutive recognition based on thousands of verified user reviews. The company uniquely leads three critical categories simultaneously: Fleet Management Fleet Tracking and Video Surveillancean achievement no other platform has replicated" [X Link](https://x.com/SergeyCYW/status/1975895029312061945) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T12:04Z 9117 followers, XXX engagements "Trusted Brand Leadership. A 2025 industry study ranked $IOT Samsara the most trusted brand in fleet management technology. XX% of customers reported high satisfaction and XX% are likely to recommend. Samsara leads in customer service brand awareness and overall satisfaction proving its reputation as the top choice for large-scale fleet operators" [X Link](https://x.com/SergeyCYW/status/1975895044843594184) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T12:04Z 9117 followers, XXX engagements "Fleet managers rated $IOT Samsara highest for customer support and service the single most crucial factor in purchasing decisions with XX% of respondents considering it extremely or very important. Samsara achieved XX% satisfaction in support and service outperforming all competitors in the study including Geotab Motive and Lytx. Overall satisfaction reached XX% for Samsara compared to Geotab at XX% Motive at XX% and Lytx at 68%an eight percentage point lead over the nearest competitor" [X Link](https://x.com/SergeyCYW/status/1975895063260774478) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T12:04Z 9110 followers, XXX engagements "Independent research firm IDC published a comprehensive business value study in June 2024 quantifying $IOT Samsara's customer impact. Organizations using Samsara realized average annual benefits worth $XXXX million per organization translating to an XXX% return on investment. Customers reduced overall vehicle fleet operating costs by X% achieved XX% fewer crashes extended vehicle lifespan by XX% lowered fuel costs by X% and reduced maintenance costs by 9%" [X Link](https://x.com/SergeyCYW/status/1975895079954035131) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T12:04Z 9117 followers, XXX engagements "How AppLovin Makes Money: AI Scale and Data Flywheels $APP AppLovin runs one of the largest AI-driven adtech ecosystems in the world. Its AXON and MAX platforms power a massive marketplace that matches advertisers and publishers in real time. Every ad served every click tracked and every conversion predicted feeds the data engine that drives the next campaign. But can valuation multiples north of 35x EV/Sales stay justified if ad spend growth cools 🧵👇" [X Link](https://x.com/SergeyCYW/status/1975931208342351959) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T14:28Z 9106 followers, 7068 engagements "Margins tell the story of scale. Gross margin expanded from XXXX% to 87.6%. EBITDA margin reached 80.8%. Net margin climbed to 65%. Few software platforms have expanded profitability at this pace while growing revenue XX% year over year. AppLovins moat runs deep. AXON processes billions of daily ad requests at near-zero marginal cost while MAX mediates inventory across thousands of apps. Network effects compound as more advertisers join improving prediction accuracy and ad yield. With 1.4B daily active users across 2M apps every impression makes the AI smarter" [X Link](https://x.com/SergeyCYW/status/1975931274201305597) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T14:28Z 9109 followers, XXX engagements "The company divested its low-margin Apps unit in mid-2025 fully pivoting to software. The new Axon Ads Managerits most important launch yetopens the self-serve floodgates to small businesses and global markets starting October 2025. International rollout will extend reach into Japan Korea and beyond. Operating efficiency keeps strengthening. Sales and marketing spend dropped from XX% to X% of revenue. R&D fell to 3%. SBC is just X% of revenue and dilution remains minimal. Despite $3.5B in debt strong free cash flow and $1.2B cash position provide stability" [X Link](https://x.com/SergeyCYW/status/1975931286356467829) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T14:28Z 9106 followers, XXX engagements "AppLovins model thrives on AI leverage not headcount. Each ad dollar spent refines its algorithms widens its moat and compounds margin efficiency. The question now isnt whether it can scaleit's how much more profitable it can become while doing so" [X Link](https://x.com/SergeyCYW/status/1975931298217914483) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T14:28Z 9106 followers, XXX engagements "$MELI Balance Sheet: Total debt stands at $9010 million while MercadoLibre holds $11326 million in cash on hand. This includes cash and cash equivalents short-term investments and customer funds held due to regulatory requirements and other restrictions. The cash on hand exceeds total debt so the balance sheet can be considered healthy. Since the company offers various credit products it's important to monitor repayment performance and credit quality" [X Link](https://x.com/SergeyCYW/status/1976242564698423320) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-09T11:05Z 9106 followers, XXX engagements "$MELI Shareholder Dilution: MercadoLibre's stock-based compensation (SBC) expenses are at a low X% of revenue which is notable for a high-growth company. Shareholder dilution remains well-controlled with the weighted-average number of basic common shares outstanding flat YoY" [X Link](https://x.com/SergeyCYW/status/1976242582675214824) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-09T11:05Z 9106 followers, XXX engagements "$NBIS Nebius: Demand is running hot as enterprise adoption and AI partnerships surge Growth momentum is translating directly into customer traction. Enterprise adoption accelerated in Q2 with Cloudflare Process and Shopify joining Nebius expanding portfolio. Utilization ran at full capacity through the quarter a signal that demand continues to exceed supply and may stay that way into 2025. The real question is whether Nebius can scale infrastructure fast enough to meet that appetite without eroding margins. Oversold capacity is a great problemuntil it tests delivery. Shopify is integrating" [X Link](https://x.com/SergeyCYW/status/1976667511446982789) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-10T15:13Z 9106 followers, 1681 engagements "SaaS companies* are typically evaluated based on the EV/Sales multiple relative to their projected revenue growth for the next year. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future potential rather than just its current performance. Additionally understanding forward growth helps investors make informed decisions by comparing a companys projections with its industry peers and market expectations providing a clearer view of its growth trajectory. I also include data on Operating Margin in the chart" [X Link](https://x.com/SergeyCYW/status/1976988925362348090) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-11T12:31Z 9125 followers, 2790 engagements "How $RBRK Rubrik makes money: $309.9M rev (+51.2% YoY +11.3% QoQ) GM* (81.6% +4.6 PPs YoY)🟢 Operating Margin* (-1.4% +33.3 PPs YoY)🟢 FCF Margin (18.6% +34.2 PPs YoY) Net Margin (-31.0% +55.3 PPs YoY)🟢 EPS* -$0.03 🟢 *non-GAAP" [X Link](https://x.com/SergeyCYW/status/1977343045810176315) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-12T11:58Z 9125 followers, 2231 engagements "$EOSE (Eos Energy Enterprises) Eos Energy manufactures zinc-based battery storage systems connecting to electrical grids pivoting toward AI data center power solutions. The company signed an initial memorandum of understanding with a large-scale data center developer in May 2025 with CEO Joe Mastrangelo confirming data center agreements represent approximately XX% of potential deals. Stock surged over XXX% in the past year as power-hungry AI facilities drive battery demand. Q2 2025 revenue reached $XXXX million nearly matching full-year 2024 sales with shipments climbing 122%" [X Link](https://x.com/SergeyCYW/status/1977748132449734878) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-13T14:47Z 9106 followers, 2452 engagements "$APLD (Applied Digital) Applied Digital operates blockchain data centers cloud services and HPC infrastructure with revenue mix shifting toward AI workloads. The company is building a XXX MW HPC data center in North Dakota with a letter of intent for XXX MW hyperscaler capacity. Current revenue composition includes approximately XX% digital asset mining (decreasing) XX% hosting services (increasing) and X% AI cloud services (increasing). Applied Digital announced in October 2025 an agreement with Macquarie Asset Management to execute hyperscaler deals. Craig-Hallum analyst George Sutton" [X Link](https://x.com/SergeyCYW/status/1977748296920957258) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-13T14:48Z 9106 followers, 1511 engagements "$CIFR (Cipher Mining) Cipher Mining announced a landmark 10-year Google-backed agreement with Fluidstack in October 2025 to provide XXX MW of high-performance computing hosting at its new Barber Lake data center. The deal is expected to generate $X billion in revenue over the decade. Google backs $XXX billion of Fluidstack's lease obligations and receives warrants for approximately XXX% pro forma equity in Cipher. The company issued a $XXX billion zero-coupon convertible note to fund Barber Lake buildout marking aggressive capital deployment for HPC expansion. Stock surged XXXX% to 18.4%" [X Link](https://x.com/SergeyCYW/status/1977748311420649500) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-13T14:48Z 9106 followers, 2122 engagements "$PANW Palo Alto is trading at a Forward EV/Sales multiple of XXXX above the median of XXX. The company's Forward EV/Sales multiple is near its historical highs" [X Link](https://x.com/SergeyCYW/status/1978416705417445619) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:04Z 9110 followers, XX engagements "$PANW Palo Alto trades at a Forward P/E of XXXX with a revenue growth of XXXX% YoY in the last quarter. This forward P/E ratio is XXX times the anticipated revenue growth rate. The EPS growth forecast for 2026 is XXXX% and P/E of XXXX with a 2026 PEG ratio of XXX. According to PEG ratio valuation is high" [X Link](https://x.com/SergeyCYW/status/1978416720357531950) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:04Z 9110 followers, XX engagements "Analysts' revenue growth forecast for $PANW in 2025 is +16.3% and +13.4% for 2026. Considering this forecast the valuation based on the EV/Sales multiple appears fair when compared to other companies in the cybersecurity sector" [X Link](https://x.com/SergeyCYW/status/1978416737789042705) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:04Z 9116 followers, XX engagements "$PANW Palo Alto Networks' wide economic moat is built on multiple reinforcing competitive advantages with switching costs and network effects providing the strongest protection. The combination of these moats creates a formidable defensive position that should enable sustained profitability and market leadership in the growing cybersecurity market" [X Link](https://x.com/SergeyCYW/status/1978416806617625059) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:04Z 9115 followers, XX engagements "$PANW revenue growth in Q2 accelerated to +15.8% YoY continuing the recovery from Q2 2024 when growth had slowed to +12.1% YoY. If the company beats next quarters guidance by XXX% as it did in Q2 Q3 growth could reach +16.7% signaling continued revenue acceleration. RPO growth in Q2 accelerated to +24.2% YoY well ahead of revenue indicating strong forward demand. On the flip side billings grew +6.5% YoY which is slower than both last quarter and overall revenue growth" [X Link](https://x.com/SergeyCYW/status/1978416823562625143) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:05Z 9120 followers, XX engagements "$PANW Revenue by Segment: XXX% of the companys revenue comes from Subscription and Support while XXX% is from Product Revenue. Subscription and Support revenue growth continues to slow reaching +14.8% YoY in Q2 with a gross margin of 75.5%. Product Revenue growth showed a recovery at +19.4% YoY after a decline in Q2 2024 though the gross margin slightly decreased to 76.8%" [X Link](https://x.com/SergeyCYW/status/1978416842579583415) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:05Z 9118 followers, XX engagements "The Americas region accounts for XX% of total revenue making it $PANW Palo Altos largest market with revenue growth accelerated to +15% YoY in Q2. The EMEA region contributes XX% of total revenue with growth stabilizing at +19% YoY. The APAC region remains the smallest by revenue and its growth decelerated to +13% YoY from +23% in Q1. Both EMEA and APAC are growing faster than the company's overall revenue growth rate a sign of expanding international momentum" [X Link](https://x.com/SergeyCYW/status/1978416861806293070) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:05Z 9115 followers, XX engagements "Palo Alto $PANW NGS ARR growth is slowing reaching +32% YoY in Q2 which is above the companys revenue growth" [X Link](https://x.com/SergeyCYW/status/1978416878264664164) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:05Z 9119 followers, XX engagements "Palo Alto $PANW added $XXX million in net new NGS ARR in Q2 2025 reflecting +11% YoY growth. This was the highest net new NGS ARR in the companys history" [X Link](https://x.com/SergeyCYW/status/1978416896530862156) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:05Z 9107 followers, XX engagements "$PANW's return on S&M spending is XXX. The CAC Payback Period has improved compared to the previous quarter and remains better than the average for SaaS companies (the median among those I track is XXXX months). The R&D Index (RDI Score) has significantly declined over the past two years and currently stands at XXXX for Q2 which is below the median of XXX for the SaaS companies I monitor but above the industry median of XXX. An RDI Score above XXX is considered indicative of best-in-class performance. The low industry median of XXX highlights the importance of efficient R&D investment" [X Link](https://x.com/SergeyCYW/status/1978416913278705917) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:05Z 9109 followers, XX engagements "Over the past year $PANW Palo Alto margins has changed: Gross Margin slightly decreased from XXXX% to 75.8%. Operating Margin increased from XXXX% to 30.3%. Free Cash Flow (FCF) Margin increased from XXXX% to 36.8%" [X Link](https://x.com/SergeyCYW/status/1978416929351348343) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:05Z 9110 followers, XX engagements "$PANW's non-GAAP operating expenses have slightly decreased primarily due to reduced Sales & Marketing (S&M) spending which declined from XX% two years ago to 28%. R&D expenses remain high at XX% as the company continues to invest in future growth through product enhancements and updates. General & Administrative (G&A) expenses have slightly decreased and are now at a relatively low level of 3%" [X Link](https://x.com/SergeyCYW/status/1978416945017098295) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:05Z 9110 followers, XX engagements "$PANW Balance Sheet: Total debt stands at $417M while Palo Alto holds $2903M in cash and cash equivalents exceeding total debt and ensuring a healthy balance sheet" [X Link](https://x.com/SergeyCYW/status/1978416962146558277) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:05Z 9110 followers, XX engagements "$PANW Shareholder Dilution: Palo Alto's stock-based compensation (SBC) expenses have slightly increased over the past two quarters reaching XX% of revenue in the last quarter which is relatively low for SaaS companies. Shareholder dilution remains elevateddespite a slight decline the weighted-average number of basic common shares outstanding is still relatively high having increased by XXX% YoY" [X Link](https://x.com/SergeyCYW/status/1978416979687153752) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:05Z 9109 followers, XX engagements "CoreWeave: The AI Hyperscaler Powering OpenAIs Next Generation CoreWeave $CRWV is redefining GPU infrastructure at hyperscale. With XX data centers and over 250000 NVIDIA GPUs spread across the U.S. and Europe the company has become the backbone of advanced AI workloads. Its expanded partnership with OpenAI now totaling $XXXX billion in contract value makes CoreWeave a central player in the GPU-as-a-Service revolution. Analysts expect +130% YoY revenue growth in 2026. Margins are improving as CoreWeave moves deeper into high-value long-duration contracts. Backed by $NVDA NVIDIAs X% equity" [X Link](https://x.com/SergeyCYW/status/1978423422561739174) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:31Z 9110 followers, 1713 engagements "CyberArk $CYBR owns the identity security layer. Named a Leader in the 2025 Forrester Wave it secures human and machine identities across cloud SaaS and AI agents. In August 2025 KuppingerCole also ranked it Overall Leader in Identity Fabrics. With machine identities now outnumbering human XX% of orgs reported breaches tied to compromised API keys and TLS certs. CyberArk protects secrets service accounts and credentials. In Q2 2025 Palo Alto Networks announced plans to acquire CyberArk to expand into identity" [X Link](https://x.com/SergeyCYW/status/1978461228122140927) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T14:01Z 9109 followers, XXX engagements "$S SentinelOne Crosses $1B ARR: Growth Fueled by Flex Purple AI and Platform Expansion SentinelOne reported ARR above $X billion (+24% YoY) with $53M in net new ARR revenue up XX% to $242M and international growth of 27%. Gross margin held at XX% operating margin turned positive at X% and net margin reached 5%marking the fifth straight profitable quarter. Growth was broad-based. The Singularity Flex model secured an eight-figure multinational deal spanning endpoint cloud AI SIEM Purple AI and hyperautomation. Purple AI posted triple-digit growth with attach rates above XX% and seven-figure" [X Link](https://x.com/SergeyCYW/status/1961429400337223821) [@SergeyCYW](/creator/x/SergeyCYW) 2025-08-29T14:03Z 9134 followers, 4000 engagements "Samsara Expands With OEM-Integrated Telematics Samsara $IOT is accelerating adoption with Daimler Truck North America and Fontaine Modification through pre-delivery installation of AI Dash Cams Vehicle Gateways and Multicam systems. Subscriptions activate before delivery giving fleets immediate integration lowering overhead and ensuring OEM-level quality. With fleets turning over XX% annually this program scales multi-product adoption and positions Samsara as the default standard for OEM-integrated telematics" [X Link](https://x.com/SergeyCYW/status/1962877442605158578) [@SergeyCYW](/creator/x/SergeyCYW) 2025-09-02T13:57Z 9163 followers, 1907 engagements "Portfolio Update Sep 2025 MTD: +2.5% YTD: +18.2% Holdings: X. $NET XXXX% X. $SNOW XXX% X. $CRWD XXX% X. $DDOG XXX% X. $SHOP XXX% X. $MELI XXX% X. $MNDY XXX% X. $ZS XXX% X. $NOW XXX% XX. $AXON XXX% XX. $MDB XXX% XX. $DUOL XXX% XX. $IOT XXX% XX. $APP XXX% XX. $TTD XXX% Historical performance (TWR): 2020: +110.2%(since 15.04.2020) 2021: +23.7% 2022: -XXXX% 2023: +57.3% 2024: +24.9% Cumulative: +143.7% 👉 Subscribe to my newsletter for a monthly portfolio review. Past recaps:" [X Link](https://x.com/SergeyCYW/status/1973343013767122970) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-01T11:03Z 9125 followers, 5848 engagements "A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $SHOP $ETSY $JMIA. Fairly valued: $GLBE $SE $PINS Trading below average valuation: $CVNA $MELI $CPNG" [X Link](https://x.com/SergeyCYW/status/1975153095555645662) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-06T10:56Z 9125 followers, XXX engagements "@StockSavvyShay $SOFI Revenue growth in Q2 accelerated to +43.9% YoY. 🙌" [X Link](https://x.com/SergeyCYW/status/1975206366534054266) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-06T14:27Z 9124 followers, 2005 engagements "@StockSavvyShay Analysts forecast strong revenue growth for $IREN in 2026 +36% YoY highlighting continued momentum in the business" [X Link](https://x.com/SergeyCYW/status/1975514052009865708) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T10:50Z 9126 followers, 2059 engagements "@mvcinvesting Analysts forecast strong revenue growth for $IREN in 2026 +36% YoY. 💪" [X Link](https://x.com/SergeyCYW/status/1975514554730738032) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T10:52Z 9125 followers, 2944 engagements "@DividendTalks Analysts forecast strong revenue growth across cybersecurity companies in 2025 with the fastest growth expected from $RBRK (+36% YoY) and $CYBR (+35% YoY)" [X Link](https://x.com/SergeyCYW/status/1975538857627295926) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T12:29Z 9140 followers, XXX engagements "Valuation spreads tell the story: $NET trades at a premium $NBIS $IREN and $DOCN near fair value and $CRWV below peers despite leadership scale. With GPU supply chains tightening and enterprise AI workloads surging re-rating potential for underpriced operators remains substantial. The question is no longer if Neo-Clouds are the next frontierbut how long before the market fully prices in their structural advantage" [X Link](https://x.com/SergeyCYW/status/1975591516233150547) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T15:58Z 9144 followers, 1100 engagements "@MMMTwealth $PYPL valuation looks attractive while the company delivered solid +5.1% YoY revenue growth in Q2" [X Link](https://x.com/SergeyCYW/status/1975909859641167895) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T13:03Z 9125 followers, XXX engagements "@nataninvesting $PYPL revenue growth accelerated to +5% YoY up from +1% in Q1 2025" [X Link](https://x.com/SergeyCYW/status/1975910521779220572) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T13:05Z 9126 followers, XXX engagements "How $DUOL Duolingo makes money: $252.3M rev (+41.5% YoY +9.3% QoQ) GM* (72.4% -XXX PPs YoY)🟡 Operating Margin* (29.7% +2.9 PPs YoY)🟢 FCF Margin (34.2% +2.4 PPs YoY) Net Margin (17.7% +4.1 PPs YoY)🟢 EPS* $XXXX 🟢 *non-GAAP" [X Link](https://x.com/SergeyCYW/status/1976614729629241783) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-10T11:44Z 9179 followers, 1501 engagements "How $AVGO Broadcom Makes Money: record margins and accelerating profit growth Broadcom is firing on all cylinders. Revenue climbed XXXX% YoY in Q225 to $15B led by semiconductor demand and double-digit expansion in software. Operating income surged nearly XX% YoY pushing the operating margin to XX% up more than XX points. Net income jumped XXX% lifting net margin to 33%. Free cash flow reached $6.4B a XX% marginrare territory for a hardware-driven company. Gross margin hit XX% up X points from last year proving Broadcoms pricing power and efficient integration of high-value silicon and" [X Link](https://x.com/SergeyCYW/status/1977002765009535280) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-11T13:26Z 9160 followers, 1977 engagements "Conclusion $NFLX Netflixs revenue growth accelerated to +15.9% YoY compared to Q1. The company exceeded its revenue forecast and issued a strong outlook for next quarter expecting further acceleration in Q3. According to Statista Netflix firmly holds the position of the second most popular SVOD (subscription video on demand) platform in the U.S. with a XX% market share slightly behind Amazon Prime at 22%. Nielsen data confirms that Netflix accounted for XXX% of total U.S. TV viewing in August 2025 up from XXX% in June. The company has improved its profitability all margin metrics increased in" [X Link](https://x.com/SergeyCYW/status/1977689040137912594) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-13T10:53Z 9124 followers, XXX engagements "How IREN Makes Money From Bitcoin to the Backbone of AI Compute $IREN turned a volatile Bitcoin mining business into a powerhouse for AI infrastructure. FY25 marked a breakout year: 10x EBITDA growth record net income and cash flow strong enough to fund a massive pivot into high-demand AI cloud compute. The company expanded its grid-connected power to nearly X gigawatts and tripled data center capacity to XXX megawatts securing a unique position at the intersection of energy and compute. Margins are climbing fast operating margin improved XX points YoY EBITDA turned positive and free cash" [X Link](https://x.com/SergeyCYW/status/1977705234014286016) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-13T11:57Z 9163 followers, 4023 engagements "$NBIS (Nebius Group) Nebius operates specialized AI cloud infrastructure providing GPU clusters for model training and inference. The company announced a multi-billion dollar agreement with Microsoft in September 2025 delivering dedicated capacity from its new Vineland New Jersey data center starting late 2025. The multi-year contract is projected to generate $XXXX billion through 2031 with optional expansions potentially reaching $XXXX billion total value. NVIDIA holds approximately XXX% equity in Nebius. Stock surged nearly XX% following the Microsoft announcement validating demand for" [X Link](https://x.com/SergeyCYW/status/1977748201483764049) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-13T14:48Z 9123 followers, 2772 engagements "Conclusion $PANW is leaning into platformization offering select products for free short-term to drive long-term customer lock-in. The strategy seems to be working: revenue growth has re-accelerated over the past year reaching +15.8% YoY in Q2. Its likely that the slowest point of revenue growth (+12.1% YoY in Q2 FY2024) is now behind us as Palo Altos platformization strategy begins to show real traction. The cybersecurity TAM is massive at around $110B growing at roughly +14% CAGR. With only about X% market share captured via $5.1B in ARR Palo Alto Networks still has plenty of room to grow." [X Link](https://x.com/SergeyCYW/status/1978416993473843581) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:05Z 9124 followers, XXX engagements "Neo Clouds: The Fastest-Growing Frontier in AI Infrastructure Neo Clouds are reshaping the cloud economy. With GPU scarcity driving record demand enterprises are racing to secure compute for AI model training and inference. Analysts forecast GPU-as-a-Service revenues to exceed $65B by 2030 growing 2330% annuallythe fastest rate of any cloud segment. Cost efficiency amplifies the story: Neo clouds deliver 2550% savings compared to hyperscalers plus an additional XXX% margin boost from optimized deployments. Still can this sector sustain triple-digit growth as competition heats up and GPU" [X Link](https://x.com/SergeyCYW/status/1978467954963706308) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T14:28Z 9165 followers, 2878 engagements "CoreWeave $CRWV unveiled AI Object Storage a next-gen fully managed storage service built for AI workloads. Powered by LOTA technology it delivers instant global dataset access with no egress or transaction fees cutting storage costs by up to 75%. The platform scales performance automatically with workload size and connects via XXX GBps ports direct cloud peering and private interconnectssupporting trillions of objects across distributed GPU nodes. The launch follows ServerlessRL and complements acquisitions like OpenPipe Weights & Biases and Monolith AI solidifying CoreWeaves position as the" [X Link](https://x.com/SergeyCYW/status/1978782917603312027) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T11:19Z 9187 followers, 1738 engagements "Applied Digital $APLD is reshaping its mix from digital asset mining toward HPC and AI services now building a XXX MW data center in North Dakota with hyperscaler partnerships and new GPU deployments. Revenue from AI workloads continues to rise as the company aligns with NVIDIA-powered infrastructure" [X Link](https://x.com/SergeyCYW/status/1978830222830231627) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T14:27Z 9196 followers, XXX engagements "Cipher Mining $CIFR signed a 10-year $X billion agreement with Fluidstack backed by Google to host XXX MW of AI compute. The deal provides multi-year visibility and diversifies the business from Bitcoin mining into high-margin AI hosting" [X Link](https://x.com/SergeyCYW/status/1978830237237698722) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T14:27Z 9196 followers, XXX engagements "$META (Meta Platforms) Meta scales open AI with Llama. By Oct 2025 200000+ derivative models existed. Llama X launched Apr 2025; Meta AI runs free across apps serving 3.27B DAUs. Advantage Plus campaigns lift conversions X% via automated targeting and creative. Talks with Oracle target a $20B multi-year cloud deal for AI compute. Movie Gen expands into video generation and editing. Focus remains on efficient training safety and monetization uplift from AI-enhanced ads and creator tools" [X Link](https://x.com/SergeyCYW/status/1979163433288495210) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:31Z 9195 followers, XXX engagements "$GOOGL (Alphabet/Google) Gemini and Vertex AI anchor Googles stack. Gemini XXX Pro launched Jun XX 2025 with 1000000-token context windows. Oct X 2025 brought Computer Use via API outperforming peers on browser/mobile tasks. Tiers include Pro Flash Flash-Lite. Gemini Advanced bundles with 2TB Drive at $19.99/mo; students received free access through Oct X. Integration across Search YouTube Android Workspace and DeepMind research creates leverage. Focus: agent frameworks enterprise controls and safe monetization" [X Link](https://x.com/SergeyCYW/status/1979163478566015083) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:31Z 9195 followers, XXX engagements "$TSLA (Tesla) AI shifts Tesla toward autonomy and robotics. Master Plan Part X unveiled Sep 2025 places Optimus at the center; robots could represent XX% of value. Reports in Oct 2025 cite a $685M Sanhua actuator order supporting roughly 180000 units. Volume goals: several thousand in 2025 50k100k in 2026 500k1M annually by decade end. Expected unit cost $20k$30k in a humanoid market projected $218B by 2030. Execution across safety reliability and regulation remains the hurdle" [X Link](https://x.com/SergeyCYW/status/1979163524879519779) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:32Z 9196 followers, XXX engagements "$TTD The Trade Desk: Set for a $X Trillion Market Yet Crushed XXXX% from Highs The Trade Desk has long been seen as the premier independent DSP a neutral alternative to the walled gardens of Google and Amazon. The global advertising market is closing in on $X trillion and connected TV alone is forecast to grow at XXXX% CAGR hitting $31.5B by 2027. Few companies are better positioned to capture this shift. After a weak Q4 2024 miss of -XXX% the company roared back with a record +7.1% Q1 2025 beat restoring confidence. But momentum cooled in Q2 with only a XXX% beat and a cautious Q3 outlook." [X Link](https://x.com/SergeyCYW/status/1968677411098345856) [@SergeyCYW](/creator/x/SergeyCYW) 2025-09-18T14:04Z 9204 followers, 7728 engagements "$SHOP Shopify drives global commerce with a model where merchant success fuels platform revenue. Q2 2025 revenue increased XX% YoY to $XXX billion with GMV at $XX billion. Merchant Solutions surged XX% as Shop Pay GMV grew XX% now used by XX% of eligible merchants. Shopify holds XX% of U.S. e-commerce hosting XXX million stores worldwide. Over 16000 apps generate $X billion in annual developer payouts reinforcing network effects. Infrastructure handles 10000+ checkouts per minute with near-perfect uptime. Positioning as a partner not competitor Shopify offers scalability and brand control" [X Link](https://x.com/SergeyCYW/status/1975153297800798630) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-06T10:56Z 9204 followers, XXX engagements "$MELI Mercado Libre: Still the E-Commerce Powerhouse of Latin America Margins and growth momentum remain strong. In Brazil the company leads with a commanding XX% sharemore than double Amazonsand pulls over XXX million monthly visits and XX million app users. Scale and engagement still anchor the story. In Mexico the next growth frontier Mercado Libre controls XX% of the market trailing Amazons 40%. Yet its deploying $3.4B in 2025 to expand logistics and hire 10000 people. That level of investment signals long-term intent not retreat. Can it defend dominance across every market as competition" [X Link](https://x.com/SergeyCYW/status/1976621587429536076) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-10T12:11Z 9204 followers, 1712 engagements "MercadoLibre $MELI: Latin Americas E-Commerce & Fintech Powerhouse Trading at 2019 Valuations $MELI continues to dominate Latin America with a flywheel between commerce and fintech few can match. Revenue grew +33.8% YoY (+53% FX-neutral) in Q2 while operating income hit a record $825M. Despite the growth the stock is up only +10% in six months leaving its Forward EV/Sales at XXX near historic lows. Margins remain resilient. Free cash flow margin expanded to XXXX% even as sales & marketing spend surged. Fintech revenue +40.3% YoY outpaced total growth driven by Mercado Pagos 68M active users" [X Link](https://x.com/SergeyCYW/status/1976648688274657426) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-10T13:59Z 9204 followers, 3230 engagements "A valuation chart based on the PS ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $HOOD $V $MA $INTU. Fairly valued: $SOFI $DOCN $BILL $PYPL Trading below average valuation: $SE $DLO $NU $FOUR $TOST $MELI $STNE" [X Link](https://x.com/SergeyCYW/status/1942547243363622954) [@SergeyCYW](/creator/x/SergeyCYW) 2025-07-08T11:32Z 9196 followers, 5445 engagements "$CRWD CrowdStrike Unveils Agentic Security Platform and Expands AI Detection & Response CrowdStrike is not just layering AI onto securityits rearchitecting the SOC itself. The launch of the Agentic Security Platform with an AI-ready data layer no-code agent builder and multi-agent orchestration points to a future where machine-driven detection and response scale far faster than human teams. That efficiency translates into margin expansion as enterprises consolidate spend and accelerate time-to-remediation on one unified platform" [X Link](https://x.com/SergeyCYW/status/1973026322978132231) [@SergeyCYW](/creator/x/SergeyCYW) 2025-09-30T14:05Z 9195 followers, 1602 engagements "How $CRWD CrowdStrike makes money: $1169M rev (+21.3% YoY +5.9% QoQ) GM* (77.6% -XXX PPs YoY)🟡 Operating Margin* (21.8% -XXX PPs YoY)🟡 FCF Margin (24.3% -XXX PPs YoY)🟡 Net Margin (-9.7% -XXXX PPs YoY)🟡 EPS* $XXXX 🟢 *non-GAAP" [X Link](https://x.com/SergeyCYW/status/1975946554549977187) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T15:29Z 9196 followers, 1415 engagements "Iris Limited $IREN operates XXX MW of renewable-powered data centers with 23000 NVIDIA GPUs in operation or on order. Contracted capacity represents $XXX million in annualized AI Cloud revenue by late 2025 with targets exceeding $XXX million by 2026. The companys XXX GW secured power and NVIDIA Preferred Partner status position it among the few vertically integrated AI infrastructure providers globally" [X Link](https://x.com/SergeyCYW/status/1978830306632401407) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T14:28Z 9196 followers, XXX engagements "$ORCL (Oracle) Oracle fuses database strength with AI cloud demand. In Q1 FY2026 OCI secured $65B in new commitments over XX days. On Sep XX 2025 a $300B multi-year OpenAI agreement signaled unprecedented compute needs. Oracle AI Data Platform GAd Oct XX 2025 unifying vector GenAI and Autonomous AI DB on NVIDIA-accelerated OCI. Partners pledged $1.5B+ and 8000+ practitioner trainings. Contract backlog near $455B offers visibility as multicloud programs with Google expand" [X Link](https://x.com/SergeyCYW/status/1979163448467722543) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:31Z 9196 followers, XXX engagements "$MDB (MongoDB) MongoDB brings a developer-first data platform to AI. On Sep XX 2025 full-text and vector search expanded to Community and Enterprise Server. IDC reports XX% plan integrated vector databases. Atlas Vector Search keeps vectors with operational data cutting sync and latency. Hybrid retrieval mixes vectors metadata graph geo and lexical in one pipeline. Supports up to 4096-dim embeddings with quantization. Footprint spans 125+ regions enabling consistent secure high-availability deployments for agentic apps" [X Link](https://x.com/SergeyCYW/status/1979163493535486160) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:32Z 9195 followers, XXX engagements "$CART Instacart evolved into a retail tech platform serving XX% of the U.S. online grocery market. Caper Carts launched at Wegmans in July 2025 use computer vision to automate checkout and integrate loyalty programs. Early pilots achieved NPS above XX. Retail media revenue is projected at $XXXX billion in 2025 expanding margins. FY2024 net income reached $XXX million on $XXXX billion revenue marking a profitability inflection. With R&D at XXXX% of revenue Instacart invests heavily in AI-enabled retail innovation" [X Link](https://x.com/SergeyCYW/status/1975153389039386668) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-06T10:57Z 9200 followers, XXX engagements "$DOCN DigitalOcean launched GradientAI in July 2025 empowering developers to create GenAI agents using foundation models from major providers. It invested $42M in AI infrastructure and expanded its AI Partner Program at Deploy London 2025 targeting digital-native enterprises. Focused on simplicity DigitalOcean delivers scalable GPU instances and HPC infrastructure optimized for startups deploying AI without complex DevOps overhead" [X Link](https://x.com/SergeyCYW/status/1975200343148691700) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-06T14:03Z 9201 followers, 2038 engagements "$FSLY Fastly supports AI edge workloads through Compute@Edge achieving sub-50ms latency for global inference. Q2 2025 revenue hit $148.7M up XXXX% YoY with $10.9M FCF and narrowing losses nearing profitability. Security revenue grew XX% to $29.3M driven by AI-enhanced bot and DDoS protection. Positioned in a $261B edge computing market Fastlys KV Store enables real-time decisioning and personalization across a multi-terabit global network" [X Link](https://x.com/SergeyCYW/status/1975200358147486004) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-06T14:03Z 9199 followers, XXX engagements "$NVDA Nvidia Revenue by Segment: $46.7B rev (+55.6% YoY) Data Center $41096M (+56.4% YoY XXXX% of Rev) ➡Gaming $4287M (+48.9% YoY XXX% of Rev)🟡 ➡Professional Visualization $601M (+32.4% YoY)🟡 Auto $586M (+69.4% YoY) OEM & Other $173M (+96.6% YoY)🟢" [X Link](https://x.com/SergeyCYW/status/1975902013369258015) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T12:32Z 9200 followers, 1249 engagements "MercadoLibre: Dominant in LatAm E-Commerce and Fintech So Why Is the Stock Lagging $MELI is up only XX% over the past X months while S&P500 up 23%. Should you invest now Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇" [X Link](https://x.com/SergeyCYW/status/1976242258254188813) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-09T11:04Z 9200 followers, 5378 engagements "@StockSavvyShay $MELI valuation by multiples looks attractive MercadoLibre dominates the LATAM market" [X Link](https://x.com/SergeyCYW/status/1977018269380100509) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-11T14:27Z 9200 followers, 6404 engagements "Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative" [X Link](https://x.com/SergeyCYW/status/1977019121494851875) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-11T14:31Z 9201 followers, 1938 engagements "@PhotonCap $APP is fairly valued with high revenue growth. Id highlight $MNDY $DUOL and $RBRK as fast-growing and undervalued stocks" [X Link](https://x.com/SergeyCYW/status/1977251282848301456) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-12T05:53Z 9200 followers, XXX engagements "The Rule of XX is a pivotal financial metric used to evaluate the performance of SaaS and other growth-oriented software companies. It serves as a benchmark that balances revenue growth and profitability providing a comprehensive snapshot of a company's overall financial health. A company that meets or exceeds the XX% threshold is generally considered to be performing well making it potentially more attractive to investors looking for balanced growth and profitability. In this case I used the GAAP EBITDA Margin TTM combined with revenue growth estimates for the next year. The Rule of 40" [X Link](https://x.com/SergeyCYW/status/1977380253346758852) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-12T14:26Z 9199 followers, 2571 engagements "Netflix is increasing its share in the fast-growing Streaming platform market. $NFLX is up +71.1% over the past while S&P500 up just 11.8%. Is it overvalued Should you invest now Lets examine the valuation revenue growth rate by regions key metrics profitability and expenses. A short 🧵👇" [X Link](https://x.com/SergeyCYW/status/1977688836114370585) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-13T10:52Z 9200 followers, 2443 engagements "A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $NBIS. Fairly valued: $IREN $WULF. Trading below average valuation: $CRWV $EOSE" [X Link](https://x.com/SergeyCYW/status/1977748116834258999) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-13T14:47Z 9200 followers, 4176 engagements "$CRWV (CoreWeave) CoreWeave provides specialized GPU cloud infrastructure as an "AI Hyperscaler" operating XX data centers with over 250000 NVIDIA GPUs across the United States United Kingdom Spain and Sweden. The company expanded its OpenAI partnership in September 2025 with a $XXX billion agreement bringing total OpenAI contract value to approximately $XXXX billion across deals announced in March May and September. CoreWeave powers OpenAI's most advanced next-generation model training and inference workloads. The company went public in March 2025 at $XX per share and surged XXX% to around" [X Link](https://x.com/SergeyCYW/status/1977748265509769565) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-13T14:48Z 9201 followers, 1926 engagements "$ZETA Data AI and the Shift from Legacy MarTech Zeta Global is turning marketing software into a high-margin AI-powered data business. In Q225 revenue hit $308M up XX% YoY driven by the Direct Platform now XX% of sales and growing XX% YoY. Gross margin expanded to XX% signaling the benefits of scale and data leverage. The business is tightening across the board SG&A fell XXX points as a share of revenue R&D held steady near XX% and free cash flow margin climbed to 13%. Even with operating income still slightly negative margin trends are decisively upward turning EBITDA positive at 4%" [X Link](https://x.com/SergeyCYW/status/1977767059221348714) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-13T16:03Z 9202 followers, 4780 engagements "$NFLX Flywheel Accelerates But Is It Enough to Justify a Premium Valuation Netflixs revenue growth accelerated to +15.9% YoY and management guides to further acceleration in Q3. Profitability hit new heights with a record XXXX% operating margin while ads are on pace to roughly double and product velocity ramps across a revamped UI live events and strategic AI. Market position remains formidable21% U.S. SVOD share XXX% of U.S. TV viewingbacked by a deep slate and $18B content spend. The runway is massive with a TAM of 700M1B households and buybacks continue to tighten the share count." [X Link](https://x.com/SergeyCYW/status/1978068040370847774) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-14T11:59Z 9199 followers, 1588 engagements "$PANW Palo Alto trades at a Forward P/E of XXXX with a revenue growth of XXXX% YoY in the last quarter. This forward P/E ratio is XXX times the anticipated revenue growth rate. The EPS growth forecast for 2026 is XXXX% and P/E of XXXX with a 2026 PEG ratio of XXX. According to PEG ratio valuation is high" [X Link](https://x.com/SergeyCYW/status/1978416147495334200) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:02Z 9199 followers, XXX engagements "$PANW Palo Alto trades at a Forward P/E of XXXX with a revenue growth of XXXX% YoY in the last quarter. This forward P/E ratio is XXX times the anticipated revenue growth rate. The EPS growth forecast for 2026 is XXXX% and P/E of XXXX with a 2026 PEG ratio of XXX. According to PEG ratio valuation is high" [X Link](https://x.com/SergeyCYW/status/1978416168290631970) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:02Z 9200 followers, XXX engagements "Rubrik $RBRK leads in cyber recovery and data resilience with AI-driven capabilities built for the modern assume-breach reality. Named a Leader in the October 2025 IDC MarketScape for Worldwide Cyber Recovery Rubrik is recognized for deep ecosystem integration identity resilience and patented threat detection. Turbo Threat Hunting scans 75000 backups in XX seconds compared to legacy players needing 50+ days. Rubrik Security Cloud integrates with M365 Salesforce AWS Azure GCP CrowdStrike Okta Splunk ServiceNow. The August 2025 launch of Agent Rewind post-Predibase acquisition enables rollback" [X Link](https://x.com/SergeyCYW/status/1978461067543290038) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T14:00Z 9200 followers, 1031 engagements "@StockSavvyShay Analysts project strong revenue growth for $CRWV expecting +130% YoY in 2026" [X Link](https://x.com/SergeyCYW/status/1978783454935314721) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T11:21Z 9199 followers, 1775 engagements "Full Deep Dive:" [X Link](https://x.com/SergeyCYW/status/1978785030051876950) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T11:28Z 9198 followers, XXX engagements "Full Deep Dive:" [X Link](https://x.com/SergeyCYW/status/1978792076138692802) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T11:56Z 9201 followers, XXX engagements "How $NET Cloudflare Makes Money: $512.3M rev (+27.8% YoY +6.9% QoQ) GM* (76.3% -XXX PPs YoY)🟡 Operating Margin* (14.1% -XXX PPs YoY)🟡 FCF Margin (6.5% -XXX PPs YoY)🟡 Net Margin (-9.8% -XXX PPs YoY)🟡 EPS* $XXXX 🟢 *non-GAAP" [X Link](https://x.com/SergeyCYW/status/1978823363981394340) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T14:00Z 9200 followers, 1304 engagements "Looking through Forward GP/Sales $PLTR again commands a premium and $TSLA trades at premium while $NVDA $TSM and $META and $AMZN trade below averages" [X Link](https://x.com/SergeyCYW/status/1979163152119140563) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:30Z 9202 followers, XXX engagements "$PLTR (Palantir Technologies) Palantir now operates a dual-engine model: Gotham for defense Foundry and AIP for enterprise. AIP bootcamps compress time-to-value. U.S. commercial revenue rose XX% YoY in Q2 2025; remaining deal value reached $2.79B (+222% YoY). On Oct XX 2025 the VA awarded $385.4M for a national patient database serving 5M+ users. Valuation sits above XXX forward P/E. Confidence rests on net new ACV margin durability and proving premium multiples map to sustained cash generation" [X Link](https://x.com/SergeyCYW/status/1979163235162165671) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:31Z 9201 followers, XXX engagements "$AMZN (Amazon) AWS scales enterprise AI via Amazon Bedrock. On Oct XX 2025 Claude Haiku XXX joined Sonnet XXX and Opus XXX prioritizing speed and cost for high-volume tasks. Bedrock customers grew XXX in 2024. AWS posted +17.5% YoY revenue $123B run rate. Capex 2025 exceeds $100B for AI infrastructure. Mix: retail XX% AWS XX% ads 510%; international 2530% of non-AWS revenue across DE/UK/JP. Goal: convert POCs into scaled governed production" [X Link](https://x.com/SergeyCYW/status/1979163508932776318) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:32Z 9199 followers, XXX engagements "$MDB Q2'25 Earnings Preview Consensus Estimates: Revenue $551M (+15.2% YoY) EPS $XXXX (-7.1% YoY) If $MDB beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +20.1% YoY Management Guidance: Q2'25 $XXX - $553M guide (+15.1% YoY) $2250 - $2290M FY guide (+13.1% YoY) raised by 0.44%" [X Link](https://x.com/SergeyCYW/status/1960313767629365565) [@SergeyCYW](/creator/x/SergeyCYW) 2025-08-26T12:09Z 9201 followers, 2570 engagements "$TTD The Trade Desk announced Audience Unlimited a new data marketplace designed to make third-party data more effective and cost-efficient for advertisers. The platform uses AI to score thousands of segments across hundreds of providers removing cost complexity and enabling precision targeting at scale. Advertisers can now integrate all relevant data sources for a single inclusive cost avoiding traditional unpredictable a la carte pricing. Alongside the marketplace the company is introducing Koa Adaptive Trading Modes. - Performance Mode: full AI-driven co-pilot that dynamically optimizes" [X Link](https://x.com/SergeyCYW/status/1973319237168144542) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-01T09:29Z 9201 followers, 2140 engagements "$MELI MercadoLibre dominates Latin American digital commerce through an integrated ecosystem spanning marketplace fintech logistics and advertising. Over XX% of Latin American retail remains offline creating vast headroom as e-commerce volume is projected to reach $X trillion by 2027 at a XX% CAGR. In Q2 2025 commerce revenue rose XX% YoY to $XXX billion with GMV at $XXXX billion fueled by Argentinas XXX% surge and Mexicos continued strength. Advertising grew XX% FX-neutral as display penetration deepened. Scale efficiency lifted EBIT margin to XXXX% reflecting leverage across its expanding" [X Link](https://x.com/SergeyCYW/status/1975153182830727532) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-06T10:56Z 9203 followers, XXX engagements "$GLBE Global-e powers cross-border commerce by managing currency conversion local payments tax compliance and logistics. Its renewed three-year Shopify partnership strengthens long-term revenue visibility. With Shopifys XXX million merchants Global-e captures rising share of a $XXX trillion market. Q1 2025 GMV climbed XX% YoY to $XXXX billion revenue grew XX% to $XXX million proving resilience despite tariff headwinds. The platform localizes experiences reduces merchant costs and expands reach through partnerships with payment logistics and marketing providers reinforcing its role as the" [X Link](https://x.com/SergeyCYW/status/1975153213713375447) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-06T10:56Z 9201 followers, XXX engagements "$SE Sea Limiteds Shopee leads Southeast Asia and Brazil through integrated gaming e-commerce and digital finance. H1 2025 GMV rose XX% YoY driven by higher frequency and ad monetizationsellers using ads up XX% spend per seller up XX% lifting take rates by XX bps to 2%. Brazil exemplifies execution: logistics costs per order down XX% delivery times shorter by two days and monthly active buyers up 30%. E-commerce adjusted EBITDA reached $XXXXX million in Q2 2025 reversing a prior $XXX million loss proving margin scalability without compromising growth" [X Link](https://x.com/SergeyCYW/status/1975153227743265271) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-06T10:56Z 9201 followers, XXX engagements "$SNOW Snowflake operating a $79.64B market cap AI Data Cloud platform generating $4.12B revenue. Now available on AWS Africa Snowflake connects 10000+ enterprises enabling AI insights and compliance with regional data laws. Its Cortex AI suite integrates managed models such as Arctic and Mistral for text and sentiment analysis. The Snowflake Copilot and Document AI tools enhance productivity while Horizon Catalog ensures governance and security. Clients report XX% cost savings and XXX% faster data refresh across hybrid cloud environments" [X Link](https://x.com/SergeyCYW/status/1975200328372134225) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-06T14:03Z 9201 followers, XXX engagements "Samsara: Profitable growth meets scale But why Is the Stock Lagging S&P500 $IOT delivered revenue growth at +30.4% YoY in Q2 2025 RPO +38% and record $1M+ ARR wins signaling durable enterprise traction. Margins surged with operating margin hitting XXXX% and FCF margin XXXX% while valuation compressed below SaaS medianscreating quiet upside. Yet with GAAP margins still negative and SBC dilution at XX% can growth efficiency offset premium expectations" [X Link](https://x.com/SergeyCYW/status/1976257358276985052) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-09T12:04Z 9201 followers, 1537 engagements "$MELI: Latin Americas E-Commerce & Fintech Powerhouse Trading at Attractive Valuation MercadoLibre remains the leading e-commerce and fintech ecosystem in Latin America compounding advantages across marketplace payments logistics credit and ads. Execution is visible in the numbers: commerce items sold up strongly and GMV growth re-accelerating while fintech revenue outpaced the group with healthy take-rate and rising active users. Credit momentum is intact with a larger book and improving short-term delinquencies; 5090 day NPLs dipped below X% signaling tighter risk controls and better" [X Link](https://x.com/SergeyCYW/status/1977705646574440671) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-13T11:59Z 9201 followers, 8312 engagements "$WULF (TeraWulf) TeraWulf operates dual subsidiaries WULF Mining for Bitcoin operations and WULF Compute for AI/HPC workloads pursuing a hybrid business model. Stock doubled from $XXXX to $XXXX over the past year. The company received Google backing for its pivot from pure Bitcoin mining to AI infrastructure hosting. TeraWulf provides energy solutions supporting Bitcoin mining alongside emerging AI and HPC data center services. The Maryland-based company benefits from existing power infrastructure and data center expertise positioning it to capture secular AI growth trends while maintaining" [X Link](https://x.com/SergeyCYW/status/1977748281632624902) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-13T14:48Z 9201 followers, 1745 engagements "$ASML Q325: Margins Hold Strong Amid Mixed Revenue Trends Gross margin edged up to XX% with operating and net margins also expanding slightly YoY XX% and XX% respectively. Profitability remains the quiet strength here: even as growth moderates efficiency continues to improve. EPS climbed XXX% YoY to XXXX driven by higher margins and a XXX% reduction in share count. Revenue came in at 7.52B a modest +0.7% YoY slightly below expectations (7.65B). The real bright spot: services and field options revenue jumped XXXX% YoY signaling stronger recurring business momentum a solid cushion as system" [X Link](https://x.com/SergeyCYW/status/1979025977184522629) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T03:25Z 9201 followers, 1832 engagements "$DOCN DigitalOcean DigitalOcean provides cloud infrastructure primarily for developers and small-to-medium-sized businesses. Although not exclusively a fintech company its services are critical for many fintech startups. For the first quarter of 2025 revenue increased by XX% year-over-year to $XXX million with net income rising XXX% to $XX million. The company's competitive edge is its simplicity predictable pricing and strong community support making it an accessible alternative to larger cloud providers" [X Link](https://x.com/SergeyCYW/status/1942547409458061584) [@SergeyCYW](/creator/x/SergeyCYW) 2025-07-08T11:32Z 9204 followers, XXX engagements "$TTD The Trade Desk: Strong Competitive Moat in a $X Trillion Market but can it keep pace with rapid tech shifts The Trade Desks strength lies in its alignment with client interests. It does not own ad inventory avoiding conflicts while customers retain ownership of their data. The platform integrates over 1200 machine learning models reaching XX% AI-powered targeting accuracy. Unified ID XXX with 200M+ authenticated users offers a privacy-forward alternative to third-party cookies and a scalable identity framework for the open internet. Scale and loyalty are evident. Q2 2025 revenue reached" [X Link](https://x.com/SergeyCYW/status/1968992912307609679) [@SergeyCYW](/creator/x/SergeyCYW) 2025-09-19T10:57Z 9204 followers, 9015 engagements "Cybersecurity Is Quietly Becoming the Most Powerful Growth Story in Tech The global cybersecurity market is now estimated between $225B$300B for 20242025 making it one of the largest and fastest-growing segments in all of technology. According to Gartner end-user security and risk management spending will hit $212B in 2025 up XX% YoY. But heres the question: can gross margins stay resilient as vendors chase more use cases and offer more bundled deals Analysts expect revenue growth in FY 2026 from $NET (+26%) $RBRK (+26%) $CRWD (+22%) $S (+21%) $ZS (+20%) and $CYBR (+19%). Mid-tier" [X Link](https://x.com/SergeyCYW/status/1978460949263872351) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T14:00Z 9201 followers, 66.3K engagements "@StockSavvyShay $NBIS AI Cloud XXX marks a major step forward for Nebius. Analysts expect revenue growth of +215% YoY in 2026" [X Link](https://x.com/SergeyCYW/status/1978804317197865383) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T12:44Z 9201 followers, 3236 engagements "Nebius Group $NBIS is leading with scale and precision. The company inked a multi-billion-dollar Microsoft contract in 2025 worth up to $XXXX billion delivering dedicated GPU clusters from its New Jersey data center. With +215% projected revenue growth in 2026 and NVIDIAs XXX% equity stake Nebius has secured long-term visibility through cash flowbacked financing and locked-in hyperscaler demand" [X Link](https://x.com/SergeyCYW/status/1978830128924037592) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T14:27Z 9202 followers, XXX engagements "Profitability remains robust. Most leading vendors maintain gross margins above XX% supported by recurring revenue models AI automation and platform consolidation. With security budgets increasingly tied to mission-critical infrastructure recurring ARR expansion continues to outpace overall revenue growth. Vendors like $CRWD $ZS $CYBR and $NET have built platforms that extend far beyond point solutions positioning themselves for sustained margin strength. Still a question hangs over the sectorcan gross margins hold as vendors bundle more products and expand use cases to chase growth Price" [X Link](https://x.com/SergeyCYW/status/1979139362471448867) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T10:56Z 9201 followers, XXX engagements "Growth leadership remains clear. Analysts forecast FY2026 revenue growth of +26% for $NET and $RBRK +22% for $CRWD +21% for $S +20% for $ZS and +19% for $CYBR. Mid-tier expectations center on $PANW (+13%) and $FTNT (+12%) while slower expansion continues at $GEN (+5%) $CSCO (+5%) and $FFIV (+11%). The trend highlights a widening performance gap between next-gen cloud-native players and legacy incumbents" [X Link](https://x.com/SergeyCYW/status/1979139374290997659) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T10:56Z 9201 followers, XXX engagements "How $IOT Samsara Makes Money: $391.5M rev (+30.4% YoY +6.7% QoQ) GM* (78.1% +1.2 PPs YoY) Operating Margin* (15.2% +9.4 PPs YoY) FCF Margin (11.3% +6.9 PPs YoY) Net Margin (-4.3% +7.8 PPs YoY) EPS* $XXXX 🟢 *non-GAAP" [X Link](https://x.com/SergeyCYW/status/1979193701353296147) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T14:32Z 9201 followers, 1442 engagements "Neo-Clouds Could Define the Next $65B AI Infrastructure WaveBut Can Growth Outrun Valuations Neo-Cloud infrastructure has become the fastest-growing corner of cloud computing fueled by insatiable demand for GPU capacity. ABI Research projects the space to surpass $65B in GPU-as-a-Service revenue by 2030 with other forecasts ranging between $12.26B and $31.89B compounding at 22.9%30% annually. Cost advantages are decisiveneoclouds deliver 2550% savings on AI infrastructure versus hyperscalers with Uptime Institute estimating another XXX% potential efficiency gain. Margins remain attractive and" [X Link](https://x.com/SergeyCYW/status/1975577373212090556) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T15:02Z 9201 followers, 1999 engagements "Neo-Clouds Could Define the Next $65B AI Infrastructure WaveBut Can Growth Outrun Valuations Neo-Cloud infrastructure has become the fastest-growing corner of cloud computing fueled by insatiable demand for GPU capacity. ABI Research projects the space to surpass $65B in GPU-as-a-Service revenue by 2030 with other forecasts ranging between $12.26B and $31.89B compounding at 22.9%30% annually. Cost advantages are decisiveneoclouds deliver 2550% savings on AI infrastructure versus hyperscalers with Uptime Institute estimating another XXX% potential efficiency gain. A short 🧵👇" [X Link](https://x.com/SergeyCYW/status/1975591472562053445) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-07T15:58Z 9201 followers, 3304 engagements "E-commerce TAM set to hit $XXXXX trillion by 2030but can the sector maintain this growth curve Many leading names trade at stretched multiples while revenue acceleration begins to normalize. The top performers for 2026 $MELI +26% $CVNA +25% $GLBE +24% $SE +22% and $SHOP +22%set a high bar for execution. Meanwhile mature leaders such as $AMZN +10% show stability but slower velocity signaling the sectors gradual maturation" [X Link](https://x.com/SergeyCYW/status/1975879617320992930) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T11:03Z 9201 followers, 20.3K engagements "Samsara: The trusted leader redefining connected operations $IOT commands the IoT landscape with No.1 rankings across Fleet Management Tracking and Video Surveillance earning top marks for customer satisfaction and service. An IDC study quantified an XXX% ROI and millions in annual savings for clients. Samsaras dominance is built on measurable impact and brand trust few can rival. Can competitors close the gap as the market expands 🧵👇" [X Link](https://x.com/SergeyCYW/status/1975895013415682322) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T12:04Z 9201 followers, 1730 engagements "@mvcinvesting Analysts forecasting the highest revenue growth for $DLO at +27% in 2026" [X Link](https://x.com/SergeyCYW/status/1975916364146823322) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-08T13:29Z 9200 followers, 6228 engagements "$NBIS AI Infrastructure Leadership Nebius positions itself as one of the fastest-scaling independent AI infrastructure providers globally bridging the gap between hyperscalers and emerging AI cloud entrants. The companys one-gigawatt power roadmap deep integration with NVIDIA and advanced software stack have established it as a credible platform for both AI labs and enterprise workloads. The management reiterated its mid-term goal of achieving multi-billion-dollar annual revenue within the next few years. This forecast excludes potential hyperscaler or frontier AI lab contracts which are" [X Link](https://x.com/SergeyCYW/status/1976293093973668011) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-09T14:26Z 9201 followers, 35.2K engagements "AI Clouds Are Becoming the Fastest-Growing Layer of the Cloud Economy The AI-Cloud market is expanding at breakneck speed powered by the global shortage of GPU capacity and surging enterprise demand for model training and inference. Analysts project GPU-as-a-Service revenues to exceed $XX billion by 2030 with growth rates ranging between XX% and XX% CAGRa pace unmatched by any other cloud segment. The economics are shifting fast. AI clouds deliver 2550% cost savings on infrastructure budgets compared to hyperscalers while the Uptime Institute estimates another XXX% margin improvement through" [X Link](https://x.com/SergeyCYW/status/1977748099440529891) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-13T14:47Z 9201 followers, 79K engagements "Nielsen data confirms $NFLX leads all subscription video services by a wide margin with competitors capturing materially lower shares. The platform accounted for XXX% of total U.S. television viewing in August 2025 securing second place among all streaming platforms behind only YouTube. In July 2025 Netflix reached a record XXX% share building momentum from Junes XXX% when it ranked among the top three media companies for the first time. In June Netflix delivered the largest monthly share gain across all media rising XXX percentage points from May while total streaming time grew just 5.4%." [X Link](https://x.com/SergeyCYW/status/1978099002056036450) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-14T14:02Z 9201 followers, 1722 engagements "Palo Alto Is the Growth Cycle Re-Accelerating $PANW is up +10.8% over the past year while S&P500 up +14.2%. Is it undervalued Should you invest now Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇" [X Link](https://x.com/SergeyCYW/status/1978416689420357992) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T11:04Z 9201 followers, 2284 engagements "@mvcinvesting Analysts project the highest revenue growth among neo-clouds for $NBIS at +215% YoY in 2026" [X Link](https://x.com/SergeyCYW/status/1978431591962587464) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T12:03Z 9201 followers, 4377 engagements "A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for current year. Trading at a premium: $NET. Trading below average valuation: $S $RBRK" [X Link](https://x.com/SergeyCYW/status/1978460966859022429) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T14:00Z 9201 followers, 1877 engagements "A valuation chart based on the EV/Gross Profit ratio relative to analysts' revenue growth forecasts for current year. Trading at a premium: $NET $CRWD. Trading below average valuation: $S $RBRK" [X Link](https://x.com/SergeyCYW/status/1978460985355833484) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T14:00Z 9201 followers, 1204 engagements "Cloudflare $NET dominates through unmatched network scale and edge infrastructure. As of March 2025 it ranks #1 in XX% of the top 1000 networks globally by TCP connection time up from XX% in September 2024. Continuous network expansion and strategic peering drive performance across Africa Asia and Europe. Operating in 330+ cities worldwide Cloudflare processes traffic closer to end users minimizing latency and maximizing security. The convergence of security and AI positions it well as enterprises seek unified solutions for DDoS mitigation threat detection and zero-trust architecture. Scale" [X Link](https://x.com/SergeyCYW/status/1978461051604943185) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T14:00Z 9201 followers, 1054 engagements "CrowdStrike $CRWD maintains clear market leadership in endpoint detection and response while aggressively expanding into adjacent markets. Stock is up +42.1% YTD and +54.2% YoY (2025). Its platform consolidates security tools and leverages intelligence from a vast customer base for real-time high-precision detection. CrowdStrike extends its reach beyond endpoint protection into cloud workload security identity protection and XDR supporting both growth and retention" [X Link](https://x.com/SergeyCYW/status/1978461131556724797) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T14:01Z 9201 followers, XXX engagements "SentinelOne $S differentiates through autonomous AI-powered endpoint protection. Recognized as a Leader in Gartners 2025 Magic Quadrant for Endpoint Protection for the fifth year running the company delivers measurable efficiency gains. Using Singularity Endpoint and Purple AI organizations detect threats XX% faster cut MTTR by XX% and reduce incident likelihood by 60%. Customers report XXX% ROI over three years. Purple AI acts as an AI analysttranslating natural language into threat queries guiding hunts and auto-generating reports. Built on the Open Cybersecurity Schema Framework it ensures" [X Link](https://x.com/SergeyCYW/status/1978461147331539432) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T14:01Z 9201 followers, XXX engagements "Zscaler $ZS leads zero trust architecture with the largest security cloud processing traffic across XXX data centers. Its Zero Trust Exchange makes apps invisible and inspects all traffic including TLS/SSL at scale. The June 2025 update extended protection to branches campuses and factoriessegregating OT/IoT without downtime or firewalls. Disposable jumpboxes now allow secure time-bound access. Zscaler remained SSE market leader through 2025 (DellOro) and its October 2025 healthcare initiative targets smart medical devices and data protection with AI" [X Link](https://x.com/SergeyCYW/status/1978461211777024415) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T14:01Z 9201 followers, XXX engagements "Palo Alto Networks $PANW serves 85000+ orgs including XX% of the Fortune XXX with XXXX% market share in network security. It processes 1.5T+ events/day with XXXX% detection accuracy powered by 12PB/day XSIAM ingestion detecting threats 180x faster than peers. With 1200+ active patents and a $5600/minute downtime cost anchoring switching risk its platform locks in customers. Protect AI acquisition (April 2025) boosts AI security capabilities" [X Link](https://x.com/SergeyCYW/status/1978461292395745587) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T14:01Z 9201 followers, XXX engagements "Fortinet $FTNT scales via its Security Fabric which reached 3000+ integrations with 400+ partners by July 2025 up 36x since 2015. Named Overall Leader in IT/OT security (Westlands 2025) and Gartner LAN MQ Leader for the second year Fortinet merges networking with AI-driven security. FortiCloud Fabric XXX launched June X 2025 enhancing cloud security. Fabric Connectors automate workflows and FortiCNAPP was named 2025 CNAPP Leader by KuppingerCole" [X Link](https://x.com/SergeyCYW/status/1978461308401143986) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-15T14:01Z 9201 followers, 1041 engagements "$PANW : Platformization Is Paying Off Palo Alto Networks just printed one of its strongest stretches in years. Revenue growth re-accelerated to +15.8% YoY signaling the slowdown from FY2024s +12.1% trough is behind it. The companys platformization strategyoffering select products free short term to drive long-term customer lock-inis working. Margins tell the same story. Operating margin climbed to XXXX% up from XXXX% a year ago while free cash flow margin surged to 36.8%. Efficiency gains are visible across the board: CAC payback now just XXX months among the best in enterprise software and" [X Link](https://x.com/SergeyCYW/status/1978785016277762559) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T11:28Z 9201 followers, 1253 engagements "How Palo Alto Networks $PANW Makes Money Palo Alto Networks builds its business around one ideasecurity as a unified platform. Instead of selling standalone firewalls the company sells integrated cybersecurity platforms across network cloud and security operations driving recurring revenue through subscriptions and support. About XXXX% of total revenue comes from subscription and support with the remaining XXXX% from product sales. Revenue growth has re-accelerated to +15.8% YoY signaling recovery from the mid-2024 slowdown. The shift toward platformization where customers adopt multiple PANW" [X Link](https://x.com/SergeyCYW/status/1978792063065002291) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T11:56Z 9201 followers, 1201 engagements "@StockSavvyShay Great news Long $SNOW" [X Link](https://x.com/SergeyCYW/status/1978803930126520340) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T12:43Z 9201 followers, 1198 engagements "Neo Clouds: The Fastest-Growing Layer of the AI Infrastructure Economy Neo CloudsGPU-powered infrastructure purpose-built for AIare becoming the backbone of modern compute. Analysts project GPU-as-a-Service revenues to exceed $XX billion by 2030 growing at 2330% CAGR faster than any other cloud segment. Neo Clouds offer 2550% cost savings versus hyperscalers and deliver an additional XXX% margin boost from optimized deployment creating a compelling case for enterprise adoption. But can the industry sustain this pace as capital floods in and GPU supply chains strain under demand 🧵👇" [X Link](https://x.com/SergeyCYW/status/1978830059755700254) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T14:27Z 9201 followers, 1898 engagements "CoreWeave $CRWV operating as an AI hyperscaler runs XX data centers and 250000+ NVIDIA GPUs across the U.S. and Europe. Its expanded $XXXX billion partnership with OpenAI positions it as a cornerstone of frontier model training. Since its IPO in 2025 shares have surged XXX% driven by massive contract wins and NVIDIAs X% ownership" [X Link](https://x.com/SergeyCYW/status/1978830192786428352) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T14:27Z 9200 followers, XXX engagements "TeraWulf $WULF is pivoting from Bitcoin to AI with a dual-track model. Its partnership with Google accelerated the shift to high-performance compute hosting doubling its share price in a year. The company leverages existing energy infrastructure blending exposure to both AI compute growth and Bitcoin economics" [X Link](https://x.com/SergeyCYW/status/1978830208464830700) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T14:27Z 9200 followers, XXX engagements "The shift toward Neo Clouds is more than a technology cycleits a structural reordering of compute economics. Power GPUs and geography now define competitive advantage. The race is no longer about renting cloud spaceits about owning the foundation of intelligence itself" [X Link](https://x.com/SergeyCYW/status/1978830318762361032) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T14:28Z 9201 followers, XXX engagements "How $GOOGL Google Makes Money: $96428M rev (+13.8% YoY +6.9% QoQ) Gross Margin (59.5% +1.4 PPs YoY) Operating Margin (32.4% +0.1 PPs YoY) FCF Margin (5.5% -XXXX PPs YoY)🟡 Net Margin (29.2% +1.4 PPs YoY) EPS $2.31" [X Link](https://x.com/SergeyCYW/status/1978843755961831853) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-16T15:21Z 9201 followers, 1569 engagements "Cybersecurity Is Becoming the Strongest Growth Story in Tech The global cybersecurity market is expanding into one of the largest and fastest-growing sectors in technologynow valued between $225B and $300B for 20242025. Gartner projects $212B in end-user spend by 2025 growing roughly +15% YoY signaling unrelenting enterprise demand for digital defense. Growth is being fueled by cloud adoption identity security and AI-driven protectionsectors now defining the next decade of infrastructure" [X Link](https://x.com/SergeyCYW/status/1979139348521247137) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T10:56Z 9201 followers, 29.5K engagements "Valuations tell a similar story. Based on EV/Sales $NET trades at a premium while $S and $RBRK sit below peer averages" [X Link](https://x.com/SergeyCYW/status/1979139391965818998) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T10:56Z 9201 followers, XXX engagements "On EV/Gross Profit $NET and $CRWD command premiums while $S and $RBRK again appear undervalued relative to their growth. The divergence suggests investors are paying up for network scale and brand leadership but leaving room for high-growth challengers to re-rate" [X Link](https://x.com/SergeyCYW/status/1979139409871278097) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T10:56Z 9201 followers, XXX engagements "The strategic narratives behind the numbers are compelling. Cloudflare $NET dominates through unmatched global network coverage across 330+ cities processing traffic closer to end users and reducing latency worldwide. Rubrik $RBRK redefines data resilience with AI-driven recovery75000 backups in XX seconds targeting credential-based breaches that comprise XX% of attacks. CrowdStrike $CRWD and SentinelOne $S continue to lead in endpoint defense with AI agents slashing mean time to response by over 50%" [X Link](https://x.com/SergeyCYW/status/1979139423561474327) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T10:56Z 9201 followers, XXX engagements "Meanwhile Zscaler $ZS and CyberArk $CYBR anchor the zero-trust and identity layersthe structural backbone of cloud security. Palo Alto Networks $PANW and Fortinet $FTNT dominate enterprise-scale infrastructure leveraging massive datasets and unified control planes to lock in clients" [X Link](https://x.com/SergeyCYW/status/1979139435427172755) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T10:56Z 9201 followers, XXX engagements "AI Is Set To Create TrillionsWho Captures It AI isnt a side quest anymore. Its the operating layer of the global economy. PwC pegs the prize at $15.7T by 2030; McKinseys cumulative tally reaches $25.6T. Adoption already crossed the chasm: XX% of small businesses use AI XX% of companies deploy it today and market growth tracks 30%+ CAGR into the 2030s. Analysts expect NTM revenue growth of +50% for $PLTR and $NVDA +57% for $ALAB +34% for $TSM and +30% for $AVGO. Enterprise platforms like $NOW $SNOW and $ORCL post +1924% while hyperscalers $MSFT $GOOGL and $AMZN sustain double-digit expansion" [X Link](https://x.com/SergeyCYW/status/1979163116115300585) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:30Z 9201 followers, 12.9K engagements "Based on Forward EV/Sales relative to growth forecasts $PLTR trade at premiums $NVDA $TSM and $META and $AMZN trade below peer averages" [X Link](https://x.com/SergeyCYW/status/1979163134129770626) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:30Z 9201 followers, XXX engagements "$ALAB (Astera Labs) Astera Labs builds the connective tissue of AI data centers. Founded 2017 in Santa Clara it solves data memory and networking bottlenecks with PCIe/CXL retimers smart fabric switches CXL memory controllers and Ethernet modules. Q2 2025 revenue hit $191.9M (+150% YoY) operating cash flow $135.4M cash $900M+ minimal debt. PCIe XXX ramp began May 2025. OCP Oct 2025 demos underscored UALink momentum. Architecture neutrality plus rack-scale focus supports durable share despite hyperscaler procurement swings" [X Link](https://x.com/SergeyCYW/status/1979163168166576389) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:30Z 9201 followers, XXX engagements "$NVDA (NVIDIA) Blackwell resets AI compute. The GB200 links two B200 GPUs to Grace over 900GB/s NVLink; NVL72 acts as one GPU with XXX exaflops and 30TB fast memory. Inference can rise XX vs H100 while cutting cost/energy XX. Pricing reflects leadership: GB200 $60K$70K DGX B200 40%+ premium NVL36 near $1.8M. Shipments scaled to 150k200k servers in Q4 2024 500k550k in Q1 2025. CUDA gravity and networking keep NVIDIA central as alternatives mature" [X Link](https://x.com/SergeyCYW/status/1979163301654466915) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:31Z 9201 followers, XXX engagements "$TSM (Taiwan Semiconductor Manufacturing Company) TSMC powers AI at scale. N2 (2nm) secured XX customers XX in HPC; early participants include Apple AMD Qualcomm MediaTek Broadcom Intel. Mass production starts 2H 2025 with wafers near $30000 and 2530% power savings vs 3nm at equal performance. Capex 2025 about $31B $18B+ for advanced nodes. U.S. expansion accelerates; partial 3nm Arizona output targeted 1H 2026. Yield leadership and diversified fabs form a durable moat amid historic AI demand" [X Link](https://x.com/SergeyCYW/status/1979163321002791161) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:31Z 9201 followers, XXX engagements "$AVGO (Broadcom) Broadcom spans AI silicon and software. Semis XX% of revenue; software XX% after the $69B VMware deal. VMware delivered $6.8B in Q3 2025 (+17% YoY) supporting XX% gross margin and XX% segment operating margin. AI revenue surged with guidance implying XX% YoY growth in Q4 FY2025. Cash $11.1B debt $40.5B levered FCF $23.1B. Integration of Blackwell into VCF places AVGO at the center of private AI clouds while deleveraging and software monetization progress" [X Link](https://x.com/SergeyCYW/status/1979163337419297055) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:31Z 9201 followers, XXX engagements "$SNOW (Snowflake) Snowflakes AI Data Cloud unifies warehousing lakes engineering data science and AI on usage-based economics. Customer count tops 12000. In Oct 2025 partnerships with Palantir and Cognite enabled trusted pipelines and zero-copy industrial data sharing for agentic AI. Multi-cloud across AWS Azure Google Cloud avoids lock-in. Moat rests on governance native semi-structured support and zero-copy sharing. Key levers: consumption trends AI workload attach and margins as production agents scale" [X Link](https://x.com/SergeyCYW/status/1979163401537610209) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:31Z 9201 followers, XXX engagements "$NOW (ServiceNow) ServiceNow positions as the enterprise AI operating layer. Q2 2025 revenue grew 22.5%. XX deals included five-plus Now Assist products; AI Pro Plus rose 50%+ sequentially. AI Control Tower beat full-year net new ACV goals in XX days. Zurich platform and AI Experience (Oct 2025) add multi-agent dev security and autonomous workflows. Voice/Web Agents automate tasks; Data Explorer and AI Lens accelerate insight capture. Integration with Microsoft and NVIDIA deepens workflow advantage" [X Link](https://x.com/SergeyCYW/status/1979163418079957298) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:31Z 9200 followers, XXX engagements "$CRM (Salesforce) Salesforce launched Agentforce XXX on Oct XX 2025 uniting humans agents and trusted data. Partnerships with OpenAI and Anthropic on Oct XX integrate GPT-5 and Claude. Agentforce Commerce enables ChatGPT Instant Checkout while preserving data control. Agent Script (beta Nov 2025) and Agentforce Builder streamline design-to-deployment. Two decades of CRM data supply rich context. Focus now shifts to measurable lift: faster responses higher win rates safer automation in regulated industries" [X Link](https://x.com/SergeyCYW/status/1979163541686095883) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-17T12:32Z 9201 followers, XXX engagements "SaaS companies* are typically evaluated based on the EV/Sales multiple relative to their projected revenue growth for the next year. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future potential rather than just its current performance. Additionally understanding forward growth helps investors make informed decisions by comparing a companys projections with its industry peers and market expectations providing a clearer view of its growth trajectory. I also include data on Operating Margin in the chart" [X Link](https://x.com/SergeyCYW/status/1979524883941044255) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-18T12:28Z 9201 followers, 1795 engagements "Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative" [X Link](https://x.com/SergeyCYW/status/1979555838043078916) [@SergeyCYW](/creator/x/SergeyCYW) 2025-10-18T14:31Z 9201 followers, 1398 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@SergeyCYW
"How CoreWeave Makes Money: Powering the AI Infrastructure Arms Race CoreWeave $CRWV makes money by providing GPU-based cloud infrastructure for large-scale training and inference workloadsessentially selling compute capacity to AI giants like OpenAI and Microsoft. Its model blends long-term client contracts with sophisticated financing enabling it to scale faster than traditional data center operators. Analysts estimate CoreWeaves revenue to rise +130% YoY in 2026 fueled by XX global data centers and over 250000 $NVDA NVIDIA GPUs across the U.S. and Europe. Its $XXXX billion partnership with"
X Link @SergeyCYW 2025-10-16T15:30Z 9201 followers, 1416 engagements
"$TSM TSMC Q325: Growth Reaccelerates with XX% Gross Margin and XX% EPS Surge Revenue jumped XX% YoY to $33.1B topping estimates ($31.5B). EPS surged XX% to $XXXX or $XXXX on ADR basis also well above expectations. Operating margin expanded 310bps to XX% while net margin climbed nearly X points to 46%. Profitability continues to impress powered by strong product mix and scale efficiency. High-performance computing was the growth engine up XX% YoY now making up XX% of total revenue. Smartphones also rebounded sharply +33% YoY signaling cyclical recovery. Every major segment but consumer"
X Link @SergeyCYW 2025-10-17T04:03Z 9201 followers, 1487 engagements
"@BourbonCap I think $MELI $DUOL and $NOW are the most attractive buys now"
X Link @SergeyCYW 2025-10-17T14:25Z 9201 followers, 1475 engagements
"$BKNG Outpaces $ABNB in Growth & Margins but Why Did Profits Collapse Booking Holdings $BKNG posted Q225 revenue of $6.8B up XX% YoY accelerating from last quarters XXX% growth. Gross margin hit XX% slightly higher YoY and operating income climbed XX% YoY with margin expanding 1.7pp to 34%. Free cash flow margin soared to XX% up 5.5pp. But despite all that net income plunged XX% YoY taking net margin down to 13%. Airbnb $ABNB also delivered solid growth. Revenue rose XXXX% YoY to $3.1B beating estimates by XXX% with gross margin at XXXX% and adjusted EBITDA margin at 33.7%. Net margin"
X Link @SergeyCYW 2025-08-14T13:42Z 9109 followers, 1541 engagements
"$IOT Samsara Partners with First Student to Equip 46000 Buses with AI-Powered Safety Tech Scale like this doesnt just drive top-line growthit deepens margin resilience. Every additional fleet onboarded strengthens Samsaras recurring revenue base while expanding the moat around its Connected Operations Platform. Efficiency gains from AI automation and fuel savings compound into stronger economics for customers creating sticky adoption and durable growth for Samsara. But is rapid global expansion in transit and safety solutions exposing Samsara to higher integration and support costs that could"
X Link @SergeyCYW 2025-09-29T13:59Z 9095 followers, 1530 engagements
"$MNDY MondayCom Launches AI Agents with No-Code Builder to Automate Workflows AI agents that execute tasks end-to-end shift Monday from a work management tool to a work execution platform. Automating lead engagement enrichment and qualification directly in CRM expands the revenue opportunity while strengthening margins through customer stickiness. Growth dynamics improve as AI replaces manual workflows with always-on execution. But is the breadth of AI innovation happening so quickly that enterprises may struggle to absorb and operationalize it all at scale"
X Link @SergeyCYW 2025-09-30T11:53Z 9117 followers, 1852 engagements
"How $SE makes money: $5259.5M rev (+38.2% YoY +8.6% QoQ) GM (45.8% +4.2 PPs YoY) Operating Margin (9.3% +7.1 PPs YoY) Operating Cash Flow Margin (30.7% +16.2 PPs YoY)🟢 Net Margin (7.9% +5.8 PPs YoY) EPS $0.65"
X Link @SergeyCYW 2025-10-06T15:56Z 9098 followers, 3404 engagements
"$IOT Samsara Beats Again and Scales Profitably But why Is the Stock Lagging S&P500 Samsara is down -XXX% YTD while S&P500 up +146%. Should you invest now Lets examine the valuation revenue growth rate key metrics profitability and expenses. A short 🧵👇"
X Link @SergeyCYW 2025-10-07T11:03Z 9095 followers, 2251 engagements
"Analysts forecast +27.3% revenue growth for $IOT in 2025 and +20.6% in 2026. Based on these projections the valuationusing the EV/Gross Profit multipleappears slightly undervalued compared to other SaaS companies. While the non-GAAP operating margin is positive the GAAP operating margin remains negative"
X Link @SergeyCYW 2025-10-07T11:03Z 9124 followers, XXX engagements
"$IOT Samsara possesses a narrow but strengthening economic moat with switching costs serving as the primary defensive mechanism. The combination of growing economies of scale improving network effects and substantial switching costs creates a competitive advantage that becomes more defensible as the company scales. While individual moat elements face competitive pressures their combined effect provides meaningful protection in the rapidly evolving IoT and connected operations market"
X Link @SergeyCYW 2025-10-07T11:03Z 9117 followers, XXX engagements
"$IOT Samsara reported +30.4% YoY revenue growth in Q2 maintaining a high growth level. Based on guidance for the next quarter if the company beats by XXX% again as it did in Q2 Q3 revenue growth would reach XXXX% indicating a stabilization in growth. RPO growth accelerated to +38.0% outpacing revenue while cRPO growth slightly decelerated to +28.8%. Billings growth stabilized at +27.2% though it still trails revenue growth"
X Link @SergeyCYW 2025-10-07T11:03Z 9095 followers, XXX engagements
"$IOT Samsara added XXX new $100K+ ARR customers in Q2 fewer additions than a year ago but still reflecting solid +31% YoY growth. Samsaras added XX customers exceeding $X million in ARR setting a quarterly record. This cohort now generates XX% of total ARR roughly $XXX million and grew XX% year over year"
X Link @SergeyCYW 2025-10-07T11:03Z 9106 followers, XXX engagements
"$IOT Samsara reported a Net Revenue Retention (NRR) of XXX% for customers with ARR over $10K"
X Link @SergeyCYW 2025-10-07T11:03Z 9095 followers, XXX engagements
"$IOT Samsara is seeing a slowdown in Annual Recurring Revenue (ARR) growth which came in at +29.8% YoY in Q2 roughly in line with the companys revenue growth"
X Link @SergeyCYW 2025-10-07T11:03Z 9110 followers, XXX engagements
"$IOT Samsara added $XXX million in net new ARR for Q2 2025 which is XX% higher than the previous year. Q2 net new ARR addition at record level"
X Link @SergeyCYW 2025-10-07T11:03Z 9110 followers, XXX engagements
"$IOT Samsaras return on S&M spending is XXXX with a CAC Payback Period roughly in line with the SaaS median of XXXX indicating a healthy efficiency level. The R&D Index (RDI Score) for Q2 is XXXX up from XXXX in Q1 well above the SaaS median of XXX and significantly higher than the industry median of XXX reflecting strong and consistent investment in innovation. An RDI Score above XXX is considered indicative of best-in-class performance. The industry median of XXX highlights the importance of efficient R&D investment"
X Link @SergeyCYW 2025-10-07T11:03Z 9117 followers, XXX engagements
"Over the past year $IOT Samsara has significantly improved its margins: Gross Margin rose from XXXX% to 78.1%. Operating Margin increased from XXX% to 15.2%. FCF margin increased from XXX% to 11.3%"
X Link @SergeyCYW 2025-10-07T11:04Z 9120 followers, XXX engagements
"$IOT Samsara has seen a gradual decline in non-GAAP operating expenses primarily driven by a reduction in Sales & Marketing (S&M) spend. S&M expenses dropped from XX% to XX% over the past two years showing improved efficiency. R&D remains elevated at XX% though down from XX% reflecting Samsaras continued investment in innovation and long-term product development. General & Administrative (G&A) expenses also declined to XX% down from XX% contributing to overall margin improvement"
X Link @SergeyCYW 2025-10-07T11:04Z 9110 followers, XXX engagements
"$IOT Balance Sheet: Total debt stands at $77M while Samsara holds $702M in cash and cash equivalents exceeding its total debt and ensuring a healthy balance sheet reflects a virtually debt-free balance sheet"
X Link @SergeyCYW 2025-10-07T11:04Z 9095 followers, XXX engagements
"$IOT Samsara Shareholder Dilution: Stock-based compensation (SBC) expenses have been gradually declining over the past two years to XX% of revenue which is still a relatively high level compared to typical SaaS benchmarks. Shareholder dilution remains elevated with a modest improvement in Q2. The weighted-average basic shares outstanding increased by XXX% YoY"
X Link @SergeyCYW 2025-10-07T11:04Z 9095 followers, XXX engagements
"Conclusion $IOT Samsara delivered a strong Q2 2025 showing stabilization in revenue growth which remains at a robust level. Leading Indicators RPO growth of +38.0% which is above revenue growth Billings growth of +27.2% slightly below revenue ARR growth at +29.8% YoY roughly in line with revenue Net new ARR additions at record level up +18.6% YoY Customer additions with $100K+ ARR were around average but $1M+ ARR additions at record level Key Metrics Net Dollar Retention (NDR) held steady at XXX% The CAC Payback Period slightly improved to XXXX months and remains roughly in line with the SaaS"
X Link @SergeyCYW 2025-10-07T11:04Z 9095 followers, XXX engagements
"Portfolio changes: Trim $SNOW $SHOP $MDB $ZS Add $APP $DUOL $MELI More detailed information on portfolio changes can be found here:"
X Link @SergeyCYW 2025-10-07T13:50Z 9126 followers, XXX engagements
"Samsara $IOT posted a strong Q2 FY25: XX% YoY revenue growth a X% beat and clear signs of stabilization. Leading indicators firmed with RPO +38% ARR +29.8% record net new ARR and a push upmarket via record $1M+ ARR lands. Efficiency remains healthyNDR XXX% 21.7-month CAC paybackwhile product velocity shines with an RDI XXXX. Profitability trends improved including XX% operating margin and expanding gross margin. Valuation reset leaves EV/Sales 12.4x modestly below recent norms against a vast Connected Operations TAM and accelerating AI features. Yet billings trail revenue GAAP operating"
X Link @SergeyCYW 2025-10-07T13:58Z 9106 followers, 1278 engagements
"@fools_gd $IOT looks interesting margins have improved significantly and revenue growth remains strong and appears to have stabilized"
X Link @SergeyCYW 2025-10-07T15:41Z 9095 followers, XX engagements
"$IOT Samsara has established commanding market leadership positions across numerous IoT and connected operations categories. G2's Summer 2025 Report awarded Samsara the No.1 Leader position in Fleet Management marking another consecutive recognition based on thousands of verified user reviews. The company uniquely leads three critical categories simultaneously: Fleet Management Fleet Tracking and Video Surveillancean achievement no other platform has replicated"
X Link @SergeyCYW 2025-10-08T12:04Z 9117 followers, XXX engagements
"Trusted Brand Leadership. A 2025 industry study ranked $IOT Samsara the most trusted brand in fleet management technology. XX% of customers reported high satisfaction and XX% are likely to recommend. Samsara leads in customer service brand awareness and overall satisfaction proving its reputation as the top choice for large-scale fleet operators"
X Link @SergeyCYW 2025-10-08T12:04Z 9117 followers, XXX engagements
"Fleet managers rated $IOT Samsara highest for customer support and service the single most crucial factor in purchasing decisions with XX% of respondents considering it extremely or very important. Samsara achieved XX% satisfaction in support and service outperforming all competitors in the study including Geotab Motive and Lytx. Overall satisfaction reached XX% for Samsara compared to Geotab at XX% Motive at XX% and Lytx at 68%an eight percentage point lead over the nearest competitor"
X Link @SergeyCYW 2025-10-08T12:04Z 9110 followers, XXX engagements
"Independent research firm IDC published a comprehensive business value study in June 2024 quantifying $IOT Samsara's customer impact. Organizations using Samsara realized average annual benefits worth $XXXX million per organization translating to an XXX% return on investment. Customers reduced overall vehicle fleet operating costs by X% achieved XX% fewer crashes extended vehicle lifespan by XX% lowered fuel costs by X% and reduced maintenance costs by 9%"
X Link @SergeyCYW 2025-10-08T12:04Z 9117 followers, XXX engagements
"How AppLovin Makes Money: AI Scale and Data Flywheels $APP AppLovin runs one of the largest AI-driven adtech ecosystems in the world. Its AXON and MAX platforms power a massive marketplace that matches advertisers and publishers in real time. Every ad served every click tracked and every conversion predicted feeds the data engine that drives the next campaign. But can valuation multiples north of 35x EV/Sales stay justified if ad spend growth cools 🧵👇"
X Link @SergeyCYW 2025-10-08T14:28Z 9106 followers, 7068 engagements
"Margins tell the story of scale. Gross margin expanded from XXXX% to 87.6%. EBITDA margin reached 80.8%. Net margin climbed to 65%. Few software platforms have expanded profitability at this pace while growing revenue XX% year over year. AppLovins moat runs deep. AXON processes billions of daily ad requests at near-zero marginal cost while MAX mediates inventory across thousands of apps. Network effects compound as more advertisers join improving prediction accuracy and ad yield. With 1.4B daily active users across 2M apps every impression makes the AI smarter"
X Link @SergeyCYW 2025-10-08T14:28Z 9109 followers, XXX engagements
"The company divested its low-margin Apps unit in mid-2025 fully pivoting to software. The new Axon Ads Managerits most important launch yetopens the self-serve floodgates to small businesses and global markets starting October 2025. International rollout will extend reach into Japan Korea and beyond. Operating efficiency keeps strengthening. Sales and marketing spend dropped from XX% to X% of revenue. R&D fell to 3%. SBC is just X% of revenue and dilution remains minimal. Despite $3.5B in debt strong free cash flow and $1.2B cash position provide stability"
X Link @SergeyCYW 2025-10-08T14:28Z 9106 followers, XXX engagements
"AppLovins model thrives on AI leverage not headcount. Each ad dollar spent refines its algorithms widens its moat and compounds margin efficiency. The question now isnt whether it can scaleit's how much more profitable it can become while doing so"
X Link @SergeyCYW 2025-10-08T14:28Z 9106 followers, XXX engagements
"$MELI Balance Sheet: Total debt stands at $9010 million while MercadoLibre holds $11326 million in cash on hand. This includes cash and cash equivalents short-term investments and customer funds held due to regulatory requirements and other restrictions. The cash on hand exceeds total debt so the balance sheet can be considered healthy. Since the company offers various credit products it's important to monitor repayment performance and credit quality"
X Link @SergeyCYW 2025-10-09T11:05Z 9106 followers, XXX engagements
"$MELI Shareholder Dilution: MercadoLibre's stock-based compensation (SBC) expenses are at a low X% of revenue which is notable for a high-growth company. Shareholder dilution remains well-controlled with the weighted-average number of basic common shares outstanding flat YoY"
X Link @SergeyCYW 2025-10-09T11:05Z 9106 followers, XXX engagements
"$NBIS Nebius: Demand is running hot as enterprise adoption and AI partnerships surge Growth momentum is translating directly into customer traction. Enterprise adoption accelerated in Q2 with Cloudflare Process and Shopify joining Nebius expanding portfolio. Utilization ran at full capacity through the quarter a signal that demand continues to exceed supply and may stay that way into 2025. The real question is whether Nebius can scale infrastructure fast enough to meet that appetite without eroding margins. Oversold capacity is a great problemuntil it tests delivery. Shopify is integrating"
X Link @SergeyCYW 2025-10-10T15:13Z 9106 followers, 1681 engagements
"SaaS companies* are typically evaluated based on the EV/Sales multiple relative to their projected revenue growth for the next year. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future potential rather than just its current performance. Additionally understanding forward growth helps investors make informed decisions by comparing a companys projections with its industry peers and market expectations providing a clearer view of its growth trajectory. I also include data on Operating Margin in the chart"
X Link @SergeyCYW 2025-10-11T12:31Z 9125 followers, 2790 engagements
"How $RBRK Rubrik makes money: $309.9M rev (+51.2% YoY +11.3% QoQ) GM* (81.6% +4.6 PPs YoY)🟢 Operating Margin* (-1.4% +33.3 PPs YoY)🟢 FCF Margin (18.6% +34.2 PPs YoY) Net Margin (-31.0% +55.3 PPs YoY)🟢 EPS* -$0.03 🟢 *non-GAAP"
X Link @SergeyCYW 2025-10-12T11:58Z 9125 followers, 2231 engagements
"$EOSE (Eos Energy Enterprises) Eos Energy manufactures zinc-based battery storage systems connecting to electrical grids pivoting toward AI data center power solutions. The company signed an initial memorandum of understanding with a large-scale data center developer in May 2025 with CEO Joe Mastrangelo confirming data center agreements represent approximately XX% of potential deals. Stock surged over XXX% in the past year as power-hungry AI facilities drive battery demand. Q2 2025 revenue reached $XXXX million nearly matching full-year 2024 sales with shipments climbing 122%"
X Link @SergeyCYW 2025-10-13T14:47Z 9106 followers, 2452 engagements
"$APLD (Applied Digital) Applied Digital operates blockchain data centers cloud services and HPC infrastructure with revenue mix shifting toward AI workloads. The company is building a XXX MW HPC data center in North Dakota with a letter of intent for XXX MW hyperscaler capacity. Current revenue composition includes approximately XX% digital asset mining (decreasing) XX% hosting services (increasing) and X% AI cloud services (increasing). Applied Digital announced in October 2025 an agreement with Macquarie Asset Management to execute hyperscaler deals. Craig-Hallum analyst George Sutton"
X Link @SergeyCYW 2025-10-13T14:48Z 9106 followers, 1511 engagements
"$CIFR (Cipher Mining) Cipher Mining announced a landmark 10-year Google-backed agreement with Fluidstack in October 2025 to provide XXX MW of high-performance computing hosting at its new Barber Lake data center. The deal is expected to generate $X billion in revenue over the decade. Google backs $XXX billion of Fluidstack's lease obligations and receives warrants for approximately XXX% pro forma equity in Cipher. The company issued a $XXX billion zero-coupon convertible note to fund Barber Lake buildout marking aggressive capital deployment for HPC expansion. Stock surged XXXX% to 18.4%"
X Link @SergeyCYW 2025-10-13T14:48Z 9106 followers, 2122 engagements
"$PANW Palo Alto is trading at a Forward EV/Sales multiple of XXXX above the median of XXX. The company's Forward EV/Sales multiple is near its historical highs"
X Link @SergeyCYW 2025-10-15T11:04Z 9110 followers, XX engagements
"$PANW Palo Alto trades at a Forward P/E of XXXX with a revenue growth of XXXX% YoY in the last quarter. This forward P/E ratio is XXX times the anticipated revenue growth rate. The EPS growth forecast for 2026 is XXXX% and P/E of XXXX with a 2026 PEG ratio of XXX. According to PEG ratio valuation is high"
X Link @SergeyCYW 2025-10-15T11:04Z 9110 followers, XX engagements
"Analysts' revenue growth forecast for $PANW in 2025 is +16.3% and +13.4% for 2026. Considering this forecast the valuation based on the EV/Sales multiple appears fair when compared to other companies in the cybersecurity sector"
X Link @SergeyCYW 2025-10-15T11:04Z 9116 followers, XX engagements
"$PANW Palo Alto Networks' wide economic moat is built on multiple reinforcing competitive advantages with switching costs and network effects providing the strongest protection. The combination of these moats creates a formidable defensive position that should enable sustained profitability and market leadership in the growing cybersecurity market"
X Link @SergeyCYW 2025-10-15T11:04Z 9115 followers, XX engagements
"$PANW revenue growth in Q2 accelerated to +15.8% YoY continuing the recovery from Q2 2024 when growth had slowed to +12.1% YoY. If the company beats next quarters guidance by XXX% as it did in Q2 Q3 growth could reach +16.7% signaling continued revenue acceleration. RPO growth in Q2 accelerated to +24.2% YoY well ahead of revenue indicating strong forward demand. On the flip side billings grew +6.5% YoY which is slower than both last quarter and overall revenue growth"
X Link @SergeyCYW 2025-10-15T11:05Z 9120 followers, XX engagements
"$PANW Revenue by Segment: XXX% of the companys revenue comes from Subscription and Support while XXX% is from Product Revenue. Subscription and Support revenue growth continues to slow reaching +14.8% YoY in Q2 with a gross margin of 75.5%. Product Revenue growth showed a recovery at +19.4% YoY after a decline in Q2 2024 though the gross margin slightly decreased to 76.8%"
X Link @SergeyCYW 2025-10-15T11:05Z 9118 followers, XX engagements
"The Americas region accounts for XX% of total revenue making it $PANW Palo Altos largest market with revenue growth accelerated to +15% YoY in Q2. The EMEA region contributes XX% of total revenue with growth stabilizing at +19% YoY. The APAC region remains the smallest by revenue and its growth decelerated to +13% YoY from +23% in Q1. Both EMEA and APAC are growing faster than the company's overall revenue growth rate a sign of expanding international momentum"
X Link @SergeyCYW 2025-10-15T11:05Z 9115 followers, XX engagements
"Palo Alto $PANW NGS ARR growth is slowing reaching +32% YoY in Q2 which is above the companys revenue growth"
X Link @SergeyCYW 2025-10-15T11:05Z 9119 followers, XX engagements
"Palo Alto $PANW added $XXX million in net new NGS ARR in Q2 2025 reflecting +11% YoY growth. This was the highest net new NGS ARR in the companys history"
X Link @SergeyCYW 2025-10-15T11:05Z 9107 followers, XX engagements
"$PANW's return on S&M spending is XXX. The CAC Payback Period has improved compared to the previous quarter and remains better than the average for SaaS companies (the median among those I track is XXXX months). The R&D Index (RDI Score) has significantly declined over the past two years and currently stands at XXXX for Q2 which is below the median of XXX for the SaaS companies I monitor but above the industry median of XXX. An RDI Score above XXX is considered indicative of best-in-class performance. The low industry median of XXX highlights the importance of efficient R&D investment"
X Link @SergeyCYW 2025-10-15T11:05Z 9109 followers, XX engagements
"Over the past year $PANW Palo Alto margins has changed: Gross Margin slightly decreased from XXXX% to 75.8%. Operating Margin increased from XXXX% to 30.3%. Free Cash Flow (FCF) Margin increased from XXXX% to 36.8%"
X Link @SergeyCYW 2025-10-15T11:05Z 9110 followers, XX engagements
"$PANW's non-GAAP operating expenses have slightly decreased primarily due to reduced Sales & Marketing (S&M) spending which declined from XX% two years ago to 28%. R&D expenses remain high at XX% as the company continues to invest in future growth through product enhancements and updates. General & Administrative (G&A) expenses have slightly decreased and are now at a relatively low level of 3%"
X Link @SergeyCYW 2025-10-15T11:05Z 9110 followers, XX engagements
"$PANW Balance Sheet: Total debt stands at $417M while Palo Alto holds $2903M in cash and cash equivalents exceeding total debt and ensuring a healthy balance sheet"
X Link @SergeyCYW 2025-10-15T11:05Z 9110 followers, XX engagements
"$PANW Shareholder Dilution: Palo Alto's stock-based compensation (SBC) expenses have slightly increased over the past two quarters reaching XX% of revenue in the last quarter which is relatively low for SaaS companies. Shareholder dilution remains elevateddespite a slight decline the weighted-average number of basic common shares outstanding is still relatively high having increased by XXX% YoY"
X Link @SergeyCYW 2025-10-15T11:05Z 9109 followers, XX engagements
"CoreWeave: The AI Hyperscaler Powering OpenAIs Next Generation CoreWeave $CRWV is redefining GPU infrastructure at hyperscale. With XX data centers and over 250000 NVIDIA GPUs spread across the U.S. and Europe the company has become the backbone of advanced AI workloads. Its expanded partnership with OpenAI now totaling $XXXX billion in contract value makes CoreWeave a central player in the GPU-as-a-Service revolution. Analysts expect +130% YoY revenue growth in 2026. Margins are improving as CoreWeave moves deeper into high-value long-duration contracts. Backed by $NVDA NVIDIAs X% equity"
X Link @SergeyCYW 2025-10-15T11:31Z 9110 followers, 1713 engagements
"CyberArk $CYBR owns the identity security layer. Named a Leader in the 2025 Forrester Wave it secures human and machine identities across cloud SaaS and AI agents. In August 2025 KuppingerCole also ranked it Overall Leader in Identity Fabrics. With machine identities now outnumbering human XX% of orgs reported breaches tied to compromised API keys and TLS certs. CyberArk protects secrets service accounts and credentials. In Q2 2025 Palo Alto Networks announced plans to acquire CyberArk to expand into identity"
X Link @SergeyCYW 2025-10-15T14:01Z 9109 followers, XXX engagements
"$S SentinelOne Crosses $1B ARR: Growth Fueled by Flex Purple AI and Platform Expansion SentinelOne reported ARR above $X billion (+24% YoY) with $53M in net new ARR revenue up XX% to $242M and international growth of 27%. Gross margin held at XX% operating margin turned positive at X% and net margin reached 5%marking the fifth straight profitable quarter. Growth was broad-based. The Singularity Flex model secured an eight-figure multinational deal spanning endpoint cloud AI SIEM Purple AI and hyperautomation. Purple AI posted triple-digit growth with attach rates above XX% and seven-figure"
X Link @SergeyCYW 2025-08-29T14:03Z 9134 followers, 4000 engagements
"Samsara Expands With OEM-Integrated Telematics Samsara $IOT is accelerating adoption with Daimler Truck North America and Fontaine Modification through pre-delivery installation of AI Dash Cams Vehicle Gateways and Multicam systems. Subscriptions activate before delivery giving fleets immediate integration lowering overhead and ensuring OEM-level quality. With fleets turning over XX% annually this program scales multi-product adoption and positions Samsara as the default standard for OEM-integrated telematics"
X Link @SergeyCYW 2025-09-02T13:57Z 9163 followers, 1907 engagements
"Portfolio Update Sep 2025 MTD: +2.5% YTD: +18.2% Holdings: X. $NET XXXX% X. $SNOW XXX% X. $CRWD XXX% X. $DDOG XXX% X. $SHOP XXX% X. $MELI XXX% X. $MNDY XXX% X. $ZS XXX% X. $NOW XXX% XX. $AXON XXX% XX. $MDB XXX% XX. $DUOL XXX% XX. $IOT XXX% XX. $APP XXX% XX. $TTD XXX% Historical performance (TWR): 2020: +110.2%(since 15.04.2020) 2021: +23.7% 2022: -XXXX% 2023: +57.3% 2024: +24.9% Cumulative: +143.7% 👉 Subscribe to my newsletter for a monthly portfolio review. Past recaps:"
X Link @SergeyCYW 2025-10-01T11:03Z 9125 followers, 5848 engagements
"A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $SHOP $ETSY $JMIA. Fairly valued: $GLBE $SE $PINS Trading below average valuation: $CVNA $MELI $CPNG"
X Link @SergeyCYW 2025-10-06T10:56Z 9125 followers, XXX engagements
"@StockSavvyShay $SOFI Revenue growth in Q2 accelerated to +43.9% YoY. 🙌"
X Link @SergeyCYW 2025-10-06T14:27Z 9124 followers, 2005 engagements
"@StockSavvyShay Analysts forecast strong revenue growth for $IREN in 2026 +36% YoY highlighting continued momentum in the business"
X Link @SergeyCYW 2025-10-07T10:50Z 9126 followers, 2059 engagements
"@mvcinvesting Analysts forecast strong revenue growth for $IREN in 2026 +36% YoY. 💪"
X Link @SergeyCYW 2025-10-07T10:52Z 9125 followers, 2944 engagements
"@DividendTalks Analysts forecast strong revenue growth across cybersecurity companies in 2025 with the fastest growth expected from $RBRK (+36% YoY) and $CYBR (+35% YoY)"
X Link @SergeyCYW 2025-10-07T12:29Z 9140 followers, XXX engagements
"Valuation spreads tell the story: $NET trades at a premium $NBIS $IREN and $DOCN near fair value and $CRWV below peers despite leadership scale. With GPU supply chains tightening and enterprise AI workloads surging re-rating potential for underpriced operators remains substantial. The question is no longer if Neo-Clouds are the next frontierbut how long before the market fully prices in their structural advantage"
X Link @SergeyCYW 2025-10-07T15:58Z 9144 followers, 1100 engagements
"@MMMTwealth $PYPL valuation looks attractive while the company delivered solid +5.1% YoY revenue growth in Q2"
X Link @SergeyCYW 2025-10-08T13:03Z 9125 followers, XXX engagements
"@nataninvesting $PYPL revenue growth accelerated to +5% YoY up from +1% in Q1 2025"
X Link @SergeyCYW 2025-10-08T13:05Z 9126 followers, XXX engagements
"How $DUOL Duolingo makes money: $252.3M rev (+41.5% YoY +9.3% QoQ) GM* (72.4% -XXX PPs YoY)🟡 Operating Margin* (29.7% +2.9 PPs YoY)🟢 FCF Margin (34.2% +2.4 PPs YoY) Net Margin (17.7% +4.1 PPs YoY)🟢 EPS* $XXXX 🟢 *non-GAAP"
X Link @SergeyCYW 2025-10-10T11:44Z 9179 followers, 1501 engagements
"How $AVGO Broadcom Makes Money: record margins and accelerating profit growth Broadcom is firing on all cylinders. Revenue climbed XXXX% YoY in Q225 to $15B led by semiconductor demand and double-digit expansion in software. Operating income surged nearly XX% YoY pushing the operating margin to XX% up more than XX points. Net income jumped XXX% lifting net margin to 33%. Free cash flow reached $6.4B a XX% marginrare territory for a hardware-driven company. Gross margin hit XX% up X points from last year proving Broadcoms pricing power and efficient integration of high-value silicon and"
X Link @SergeyCYW 2025-10-11T13:26Z 9160 followers, 1977 engagements
"Conclusion $NFLX Netflixs revenue growth accelerated to +15.9% YoY compared to Q1. The company exceeded its revenue forecast and issued a strong outlook for next quarter expecting further acceleration in Q3. According to Statista Netflix firmly holds the position of the second most popular SVOD (subscription video on demand) platform in the U.S. with a XX% market share slightly behind Amazon Prime at 22%. Nielsen data confirms that Netflix accounted for XXX% of total U.S. TV viewing in August 2025 up from XXX% in June. The company has improved its profitability all margin metrics increased in"
X Link @SergeyCYW 2025-10-13T10:53Z 9124 followers, XXX engagements
"How IREN Makes Money From Bitcoin to the Backbone of AI Compute $IREN turned a volatile Bitcoin mining business into a powerhouse for AI infrastructure. FY25 marked a breakout year: 10x EBITDA growth record net income and cash flow strong enough to fund a massive pivot into high-demand AI cloud compute. The company expanded its grid-connected power to nearly X gigawatts and tripled data center capacity to XXX megawatts securing a unique position at the intersection of energy and compute. Margins are climbing fast operating margin improved XX points YoY EBITDA turned positive and free cash"
X Link @SergeyCYW 2025-10-13T11:57Z 9163 followers, 4023 engagements
"$NBIS (Nebius Group) Nebius operates specialized AI cloud infrastructure providing GPU clusters for model training and inference. The company announced a multi-billion dollar agreement with Microsoft in September 2025 delivering dedicated capacity from its new Vineland New Jersey data center starting late 2025. The multi-year contract is projected to generate $XXXX billion through 2031 with optional expansions potentially reaching $XXXX billion total value. NVIDIA holds approximately XXX% equity in Nebius. Stock surged nearly XX% following the Microsoft announcement validating demand for"
X Link @SergeyCYW 2025-10-13T14:48Z 9123 followers, 2772 engagements
"Conclusion $PANW is leaning into platformization offering select products for free short-term to drive long-term customer lock-in. The strategy seems to be working: revenue growth has re-accelerated over the past year reaching +15.8% YoY in Q2. Its likely that the slowest point of revenue growth (+12.1% YoY in Q2 FY2024) is now behind us as Palo Altos platformization strategy begins to show real traction. The cybersecurity TAM is massive at around $110B growing at roughly +14% CAGR. With only about X% market share captured via $5.1B in ARR Palo Alto Networks still has plenty of room to grow."
X Link @SergeyCYW 2025-10-15T11:05Z 9124 followers, XXX engagements
"Neo Clouds: The Fastest-Growing Frontier in AI Infrastructure Neo Clouds are reshaping the cloud economy. With GPU scarcity driving record demand enterprises are racing to secure compute for AI model training and inference. Analysts forecast GPU-as-a-Service revenues to exceed $65B by 2030 growing 2330% annuallythe fastest rate of any cloud segment. Cost efficiency amplifies the story: Neo clouds deliver 2550% savings compared to hyperscalers plus an additional XXX% margin boost from optimized deployments. Still can this sector sustain triple-digit growth as competition heats up and GPU"
X Link @SergeyCYW 2025-10-15T14:28Z 9165 followers, 2878 engagements
"CoreWeave $CRWV unveiled AI Object Storage a next-gen fully managed storage service built for AI workloads. Powered by LOTA technology it delivers instant global dataset access with no egress or transaction fees cutting storage costs by up to 75%. The platform scales performance automatically with workload size and connects via XXX GBps ports direct cloud peering and private interconnectssupporting trillions of objects across distributed GPU nodes. The launch follows ServerlessRL and complements acquisitions like OpenPipe Weights & Biases and Monolith AI solidifying CoreWeaves position as the"
X Link @SergeyCYW 2025-10-16T11:19Z 9187 followers, 1738 engagements
"Applied Digital $APLD is reshaping its mix from digital asset mining toward HPC and AI services now building a XXX MW data center in North Dakota with hyperscaler partnerships and new GPU deployments. Revenue from AI workloads continues to rise as the company aligns with NVIDIA-powered infrastructure"
X Link @SergeyCYW 2025-10-16T14:27Z 9196 followers, XXX engagements
"Cipher Mining $CIFR signed a 10-year $X billion agreement with Fluidstack backed by Google to host XXX MW of AI compute. The deal provides multi-year visibility and diversifies the business from Bitcoin mining into high-margin AI hosting"
X Link @SergeyCYW 2025-10-16T14:27Z 9196 followers, XXX engagements
"$META (Meta Platforms) Meta scales open AI with Llama. By Oct 2025 200000+ derivative models existed. Llama X launched Apr 2025; Meta AI runs free across apps serving 3.27B DAUs. Advantage Plus campaigns lift conversions X% via automated targeting and creative. Talks with Oracle target a $20B multi-year cloud deal for AI compute. Movie Gen expands into video generation and editing. Focus remains on efficient training safety and monetization uplift from AI-enhanced ads and creator tools"
X Link @SergeyCYW 2025-10-17T12:31Z 9195 followers, XXX engagements
"$GOOGL (Alphabet/Google) Gemini and Vertex AI anchor Googles stack. Gemini XXX Pro launched Jun XX 2025 with 1000000-token context windows. Oct X 2025 brought Computer Use via API outperforming peers on browser/mobile tasks. Tiers include Pro Flash Flash-Lite. Gemini Advanced bundles with 2TB Drive at $19.99/mo; students received free access through Oct X. Integration across Search YouTube Android Workspace and DeepMind research creates leverage. Focus: agent frameworks enterprise controls and safe monetization"
X Link @SergeyCYW 2025-10-17T12:31Z 9195 followers, XXX engagements
"$TSLA (Tesla) AI shifts Tesla toward autonomy and robotics. Master Plan Part X unveiled Sep 2025 places Optimus at the center; robots could represent XX% of value. Reports in Oct 2025 cite a $685M Sanhua actuator order supporting roughly 180000 units. Volume goals: several thousand in 2025 50k100k in 2026 500k1M annually by decade end. Expected unit cost $20k$30k in a humanoid market projected $218B by 2030. Execution across safety reliability and regulation remains the hurdle"
X Link @SergeyCYW 2025-10-17T12:32Z 9196 followers, XXX engagements
"$TTD The Trade Desk: Set for a $X Trillion Market Yet Crushed XXXX% from Highs The Trade Desk has long been seen as the premier independent DSP a neutral alternative to the walled gardens of Google and Amazon. The global advertising market is closing in on $X trillion and connected TV alone is forecast to grow at XXXX% CAGR hitting $31.5B by 2027. Few companies are better positioned to capture this shift. After a weak Q4 2024 miss of -XXX% the company roared back with a record +7.1% Q1 2025 beat restoring confidence. But momentum cooled in Q2 with only a XXX% beat and a cautious Q3 outlook."
X Link @SergeyCYW 2025-09-18T14:04Z 9204 followers, 7728 engagements
"$SHOP Shopify drives global commerce with a model where merchant success fuels platform revenue. Q2 2025 revenue increased XX% YoY to $XXX billion with GMV at $XX billion. Merchant Solutions surged XX% as Shop Pay GMV grew XX% now used by XX% of eligible merchants. Shopify holds XX% of U.S. e-commerce hosting XXX million stores worldwide. Over 16000 apps generate $X billion in annual developer payouts reinforcing network effects. Infrastructure handles 10000+ checkouts per minute with near-perfect uptime. Positioning as a partner not competitor Shopify offers scalability and brand control"
X Link @SergeyCYW 2025-10-06T10:56Z 9204 followers, XXX engagements
"$MELI Mercado Libre: Still the E-Commerce Powerhouse of Latin America Margins and growth momentum remain strong. In Brazil the company leads with a commanding XX% sharemore than double Amazonsand pulls over XXX million monthly visits and XX million app users. Scale and engagement still anchor the story. In Mexico the next growth frontier Mercado Libre controls XX% of the market trailing Amazons 40%. Yet its deploying $3.4B in 2025 to expand logistics and hire 10000 people. That level of investment signals long-term intent not retreat. Can it defend dominance across every market as competition"
X Link @SergeyCYW 2025-10-10T12:11Z 9204 followers, 1712 engagements
"MercadoLibre $MELI: Latin Americas E-Commerce & Fintech Powerhouse Trading at 2019 Valuations $MELI continues to dominate Latin America with a flywheel between commerce and fintech few can match. Revenue grew +33.8% YoY (+53% FX-neutral) in Q2 while operating income hit a record $825M. Despite the growth the stock is up only +10% in six months leaving its Forward EV/Sales at XXX near historic lows. Margins remain resilient. Free cash flow margin expanded to XXXX% even as sales & marketing spend surged. Fintech revenue +40.3% YoY outpaced total growth driven by Mercado Pagos 68M active users"
X Link @SergeyCYW 2025-10-10T13:59Z 9204 followers, 3230 engagements
"A valuation chart based on the PS ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $HOOD $V $MA $INTU. Fairly valued: $SOFI $DOCN $BILL $PYPL Trading below average valuation: $SE $DLO $NU $FOUR $TOST $MELI $STNE"
X Link @SergeyCYW 2025-07-08T11:32Z 9196 followers, 5445 engagements
"$CRWD CrowdStrike Unveils Agentic Security Platform and Expands AI Detection & Response CrowdStrike is not just layering AI onto securityits rearchitecting the SOC itself. The launch of the Agentic Security Platform with an AI-ready data layer no-code agent builder and multi-agent orchestration points to a future where machine-driven detection and response scale far faster than human teams. That efficiency translates into margin expansion as enterprises consolidate spend and accelerate time-to-remediation on one unified platform"
X Link @SergeyCYW 2025-09-30T14:05Z 9195 followers, 1602 engagements
"How $CRWD CrowdStrike makes money: $1169M rev (+21.3% YoY +5.9% QoQ) GM* (77.6% -XXX PPs YoY)🟡 Operating Margin* (21.8% -XXX PPs YoY)🟡 FCF Margin (24.3% -XXX PPs YoY)🟡 Net Margin (-9.7% -XXXX PPs YoY)🟡 EPS* $XXXX 🟢 *non-GAAP"
X Link @SergeyCYW 2025-10-08T15:29Z 9196 followers, 1415 engagements
"Iris Limited $IREN operates XXX MW of renewable-powered data centers with 23000 NVIDIA GPUs in operation or on order. Contracted capacity represents $XXX million in annualized AI Cloud revenue by late 2025 with targets exceeding $XXX million by 2026. The companys XXX GW secured power and NVIDIA Preferred Partner status position it among the few vertically integrated AI infrastructure providers globally"
X Link @SergeyCYW 2025-10-16T14:28Z 9196 followers, XXX engagements
"$ORCL (Oracle) Oracle fuses database strength with AI cloud demand. In Q1 FY2026 OCI secured $65B in new commitments over XX days. On Sep XX 2025 a $300B multi-year OpenAI agreement signaled unprecedented compute needs. Oracle AI Data Platform GAd Oct XX 2025 unifying vector GenAI and Autonomous AI DB on NVIDIA-accelerated OCI. Partners pledged $1.5B+ and 8000+ practitioner trainings. Contract backlog near $455B offers visibility as multicloud programs with Google expand"
X Link @SergeyCYW 2025-10-17T12:31Z 9196 followers, XXX engagements
"$MDB (MongoDB) MongoDB brings a developer-first data platform to AI. On Sep XX 2025 full-text and vector search expanded to Community and Enterprise Server. IDC reports XX% plan integrated vector databases. Atlas Vector Search keeps vectors with operational data cutting sync and latency. Hybrid retrieval mixes vectors metadata graph geo and lexical in one pipeline. Supports up to 4096-dim embeddings with quantization. Footprint spans 125+ regions enabling consistent secure high-availability deployments for agentic apps"
X Link @SergeyCYW 2025-10-17T12:32Z 9195 followers, XXX engagements
"$CART Instacart evolved into a retail tech platform serving XX% of the U.S. online grocery market. Caper Carts launched at Wegmans in July 2025 use computer vision to automate checkout and integrate loyalty programs. Early pilots achieved NPS above XX. Retail media revenue is projected at $XXXX billion in 2025 expanding margins. FY2024 net income reached $XXX million on $XXXX billion revenue marking a profitability inflection. With R&D at XXXX% of revenue Instacart invests heavily in AI-enabled retail innovation"
X Link @SergeyCYW 2025-10-06T10:57Z 9200 followers, XXX engagements
"$DOCN DigitalOcean launched GradientAI in July 2025 empowering developers to create GenAI agents using foundation models from major providers. It invested $42M in AI infrastructure and expanded its AI Partner Program at Deploy London 2025 targeting digital-native enterprises. Focused on simplicity DigitalOcean delivers scalable GPU instances and HPC infrastructure optimized for startups deploying AI without complex DevOps overhead"
X Link @SergeyCYW 2025-10-06T14:03Z 9201 followers, 2038 engagements
"$FSLY Fastly supports AI edge workloads through Compute@Edge achieving sub-50ms latency for global inference. Q2 2025 revenue hit $148.7M up XXXX% YoY with $10.9M FCF and narrowing losses nearing profitability. Security revenue grew XX% to $29.3M driven by AI-enhanced bot and DDoS protection. Positioned in a $261B edge computing market Fastlys KV Store enables real-time decisioning and personalization across a multi-terabit global network"
X Link @SergeyCYW 2025-10-06T14:03Z 9199 followers, XXX engagements
"$NVDA Nvidia Revenue by Segment: $46.7B rev (+55.6% YoY) Data Center $41096M (+56.4% YoY XXXX% of Rev) ➡Gaming $4287M (+48.9% YoY XXX% of Rev)🟡 ➡Professional Visualization $601M (+32.4% YoY)🟡 Auto $586M (+69.4% YoY) OEM & Other $173M (+96.6% YoY)🟢"
X Link @SergeyCYW 2025-10-08T12:32Z 9200 followers, 1249 engagements
"MercadoLibre: Dominant in LatAm E-Commerce and Fintech So Why Is the Stock Lagging $MELI is up only XX% over the past X months while S&P500 up 23%. Should you invest now Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇"
X Link @SergeyCYW 2025-10-09T11:04Z 9200 followers, 5378 engagements
"@StockSavvyShay $MELI valuation by multiples looks attractive MercadoLibre dominates the LATAM market"
X Link @SergeyCYW 2025-10-11T14:27Z 9200 followers, 6404 engagements
"Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative"
X Link @SergeyCYW 2025-10-11T14:31Z 9201 followers, 1938 engagements
"@PhotonCap $APP is fairly valued with high revenue growth. Id highlight $MNDY $DUOL and $RBRK as fast-growing and undervalued stocks"
X Link @SergeyCYW 2025-10-12T05:53Z 9200 followers, XXX engagements
"The Rule of XX is a pivotal financial metric used to evaluate the performance of SaaS and other growth-oriented software companies. It serves as a benchmark that balances revenue growth and profitability providing a comprehensive snapshot of a company's overall financial health. A company that meets or exceeds the XX% threshold is generally considered to be performing well making it potentially more attractive to investors looking for balanced growth and profitability. In this case I used the GAAP EBITDA Margin TTM combined with revenue growth estimates for the next year. The Rule of 40"
X Link @SergeyCYW 2025-10-12T14:26Z 9199 followers, 2571 engagements
"Netflix is increasing its share in the fast-growing Streaming platform market. $NFLX is up +71.1% over the past while S&P500 up just 11.8%. Is it overvalued Should you invest now Lets examine the valuation revenue growth rate by regions key metrics profitability and expenses. A short 🧵👇"
X Link @SergeyCYW 2025-10-13T10:52Z 9200 followers, 2443 engagements
"A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $NBIS. Fairly valued: $IREN $WULF. Trading below average valuation: $CRWV $EOSE"
X Link @SergeyCYW 2025-10-13T14:47Z 9200 followers, 4176 engagements
"$CRWV (CoreWeave) CoreWeave provides specialized GPU cloud infrastructure as an "AI Hyperscaler" operating XX data centers with over 250000 NVIDIA GPUs across the United States United Kingdom Spain and Sweden. The company expanded its OpenAI partnership in September 2025 with a $XXX billion agreement bringing total OpenAI contract value to approximately $XXXX billion across deals announced in March May and September. CoreWeave powers OpenAI's most advanced next-generation model training and inference workloads. The company went public in March 2025 at $XX per share and surged XXX% to around"
X Link @SergeyCYW 2025-10-13T14:48Z 9201 followers, 1926 engagements
"$ZETA Data AI and the Shift from Legacy MarTech Zeta Global is turning marketing software into a high-margin AI-powered data business. In Q225 revenue hit $308M up XX% YoY driven by the Direct Platform now XX% of sales and growing XX% YoY. Gross margin expanded to XX% signaling the benefits of scale and data leverage. The business is tightening across the board SG&A fell XXX points as a share of revenue R&D held steady near XX% and free cash flow margin climbed to 13%. Even with operating income still slightly negative margin trends are decisively upward turning EBITDA positive at 4%"
X Link @SergeyCYW 2025-10-13T16:03Z 9202 followers, 4780 engagements
"$NFLX Flywheel Accelerates But Is It Enough to Justify a Premium Valuation Netflixs revenue growth accelerated to +15.9% YoY and management guides to further acceleration in Q3. Profitability hit new heights with a record XXXX% operating margin while ads are on pace to roughly double and product velocity ramps across a revamped UI live events and strategic AI. Market position remains formidable21% U.S. SVOD share XXX% of U.S. TV viewingbacked by a deep slate and $18B content spend. The runway is massive with a TAM of 700M1B households and buybacks continue to tighten the share count."
X Link @SergeyCYW 2025-10-14T11:59Z 9199 followers, 1588 engagements
"$PANW Palo Alto trades at a Forward P/E of XXXX with a revenue growth of XXXX% YoY in the last quarter. This forward P/E ratio is XXX times the anticipated revenue growth rate. The EPS growth forecast for 2026 is XXXX% and P/E of XXXX with a 2026 PEG ratio of XXX. According to PEG ratio valuation is high"
X Link @SergeyCYW 2025-10-15T11:02Z 9199 followers, XXX engagements
"$PANW Palo Alto trades at a Forward P/E of XXXX with a revenue growth of XXXX% YoY in the last quarter. This forward P/E ratio is XXX times the anticipated revenue growth rate. The EPS growth forecast for 2026 is XXXX% and P/E of XXXX with a 2026 PEG ratio of XXX. According to PEG ratio valuation is high"
X Link @SergeyCYW 2025-10-15T11:02Z 9200 followers, XXX engagements
"Rubrik $RBRK leads in cyber recovery and data resilience with AI-driven capabilities built for the modern assume-breach reality. Named a Leader in the October 2025 IDC MarketScape for Worldwide Cyber Recovery Rubrik is recognized for deep ecosystem integration identity resilience and patented threat detection. Turbo Threat Hunting scans 75000 backups in XX seconds compared to legacy players needing 50+ days. Rubrik Security Cloud integrates with M365 Salesforce AWS Azure GCP CrowdStrike Okta Splunk ServiceNow. The August 2025 launch of Agent Rewind post-Predibase acquisition enables rollback"
X Link @SergeyCYW 2025-10-15T14:00Z 9200 followers, 1031 engagements
"@StockSavvyShay Analysts project strong revenue growth for $CRWV expecting +130% YoY in 2026"
X Link @SergeyCYW 2025-10-16T11:21Z 9199 followers, 1775 engagements
"Full Deep Dive:"
X Link @SergeyCYW 2025-10-16T11:28Z 9198 followers, XXX engagements
"Full Deep Dive:"
X Link @SergeyCYW 2025-10-16T11:56Z 9201 followers, XXX engagements
"How $NET Cloudflare Makes Money: $512.3M rev (+27.8% YoY +6.9% QoQ) GM* (76.3% -XXX PPs YoY)🟡 Operating Margin* (14.1% -XXX PPs YoY)🟡 FCF Margin (6.5% -XXX PPs YoY)🟡 Net Margin (-9.8% -XXX PPs YoY)🟡 EPS* $XXXX 🟢 *non-GAAP"
X Link @SergeyCYW 2025-10-16T14:00Z 9200 followers, 1304 engagements
"Looking through Forward GP/Sales $PLTR again commands a premium and $TSLA trades at premium while $NVDA $TSM and $META and $AMZN trade below averages"
X Link @SergeyCYW 2025-10-17T12:30Z 9202 followers, XXX engagements
"$PLTR (Palantir Technologies) Palantir now operates a dual-engine model: Gotham for defense Foundry and AIP for enterprise. AIP bootcamps compress time-to-value. U.S. commercial revenue rose XX% YoY in Q2 2025; remaining deal value reached $2.79B (+222% YoY). On Oct XX 2025 the VA awarded $385.4M for a national patient database serving 5M+ users. Valuation sits above XXX forward P/E. Confidence rests on net new ACV margin durability and proving premium multiples map to sustained cash generation"
X Link @SergeyCYW 2025-10-17T12:31Z 9201 followers, XXX engagements
"$AMZN (Amazon) AWS scales enterprise AI via Amazon Bedrock. On Oct XX 2025 Claude Haiku XXX joined Sonnet XXX and Opus XXX prioritizing speed and cost for high-volume tasks. Bedrock customers grew XXX in 2024. AWS posted +17.5% YoY revenue $123B run rate. Capex 2025 exceeds $100B for AI infrastructure. Mix: retail XX% AWS XX% ads 510%; international 2530% of non-AWS revenue across DE/UK/JP. Goal: convert POCs into scaled governed production"
X Link @SergeyCYW 2025-10-17T12:32Z 9199 followers, XXX engagements
"$MDB Q2'25 Earnings Preview Consensus Estimates: Revenue $551M (+15.2% YoY) EPS $XXXX (-7.1% YoY) If $MDB beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +20.1% YoY Management Guidance: Q2'25 $XXX - $553M guide (+15.1% YoY) $2250 - $2290M FY guide (+13.1% YoY) raised by 0.44%"
X Link @SergeyCYW 2025-08-26T12:09Z 9201 followers, 2570 engagements
"$TTD The Trade Desk announced Audience Unlimited a new data marketplace designed to make third-party data more effective and cost-efficient for advertisers. The platform uses AI to score thousands of segments across hundreds of providers removing cost complexity and enabling precision targeting at scale. Advertisers can now integrate all relevant data sources for a single inclusive cost avoiding traditional unpredictable a la carte pricing. Alongside the marketplace the company is introducing Koa Adaptive Trading Modes. - Performance Mode: full AI-driven co-pilot that dynamically optimizes"
X Link @SergeyCYW 2025-10-01T09:29Z 9201 followers, 2140 engagements
"$MELI MercadoLibre dominates Latin American digital commerce through an integrated ecosystem spanning marketplace fintech logistics and advertising. Over XX% of Latin American retail remains offline creating vast headroom as e-commerce volume is projected to reach $X trillion by 2027 at a XX% CAGR. In Q2 2025 commerce revenue rose XX% YoY to $XXX billion with GMV at $XXXX billion fueled by Argentinas XXX% surge and Mexicos continued strength. Advertising grew XX% FX-neutral as display penetration deepened. Scale efficiency lifted EBIT margin to XXXX% reflecting leverage across its expanding"
X Link @SergeyCYW 2025-10-06T10:56Z 9203 followers, XXX engagements
"$GLBE Global-e powers cross-border commerce by managing currency conversion local payments tax compliance and logistics. Its renewed three-year Shopify partnership strengthens long-term revenue visibility. With Shopifys XXX million merchants Global-e captures rising share of a $XXX trillion market. Q1 2025 GMV climbed XX% YoY to $XXXX billion revenue grew XX% to $XXX million proving resilience despite tariff headwinds. The platform localizes experiences reduces merchant costs and expands reach through partnerships with payment logistics and marketing providers reinforcing its role as the"
X Link @SergeyCYW 2025-10-06T10:56Z 9201 followers, XXX engagements
"$SE Sea Limiteds Shopee leads Southeast Asia and Brazil through integrated gaming e-commerce and digital finance. H1 2025 GMV rose XX% YoY driven by higher frequency and ad monetizationsellers using ads up XX% spend per seller up XX% lifting take rates by XX bps to 2%. Brazil exemplifies execution: logistics costs per order down XX% delivery times shorter by two days and monthly active buyers up 30%. E-commerce adjusted EBITDA reached $XXXXX million in Q2 2025 reversing a prior $XXX million loss proving margin scalability without compromising growth"
X Link @SergeyCYW 2025-10-06T10:56Z 9201 followers, XXX engagements
"$SNOW Snowflake operating a $79.64B market cap AI Data Cloud platform generating $4.12B revenue. Now available on AWS Africa Snowflake connects 10000+ enterprises enabling AI insights and compliance with regional data laws. Its Cortex AI suite integrates managed models such as Arctic and Mistral for text and sentiment analysis. The Snowflake Copilot and Document AI tools enhance productivity while Horizon Catalog ensures governance and security. Clients report XX% cost savings and XXX% faster data refresh across hybrid cloud environments"
X Link @SergeyCYW 2025-10-06T14:03Z 9201 followers, XXX engagements
"Samsara: Profitable growth meets scale But why Is the Stock Lagging S&P500 $IOT delivered revenue growth at +30.4% YoY in Q2 2025 RPO +38% and record $1M+ ARR wins signaling durable enterprise traction. Margins surged with operating margin hitting XXXX% and FCF margin XXXX% while valuation compressed below SaaS medianscreating quiet upside. Yet with GAAP margins still negative and SBC dilution at XX% can growth efficiency offset premium expectations"
X Link @SergeyCYW 2025-10-09T12:04Z 9201 followers, 1537 engagements
"$MELI: Latin Americas E-Commerce & Fintech Powerhouse Trading at Attractive Valuation MercadoLibre remains the leading e-commerce and fintech ecosystem in Latin America compounding advantages across marketplace payments logistics credit and ads. Execution is visible in the numbers: commerce items sold up strongly and GMV growth re-accelerating while fintech revenue outpaced the group with healthy take-rate and rising active users. Credit momentum is intact with a larger book and improving short-term delinquencies; 5090 day NPLs dipped below X% signaling tighter risk controls and better"
X Link @SergeyCYW 2025-10-13T11:59Z 9201 followers, 8312 engagements
"$WULF (TeraWulf) TeraWulf operates dual subsidiaries WULF Mining for Bitcoin operations and WULF Compute for AI/HPC workloads pursuing a hybrid business model. Stock doubled from $XXXX to $XXXX over the past year. The company received Google backing for its pivot from pure Bitcoin mining to AI infrastructure hosting. TeraWulf provides energy solutions supporting Bitcoin mining alongside emerging AI and HPC data center services. The Maryland-based company benefits from existing power infrastructure and data center expertise positioning it to capture secular AI growth trends while maintaining"
X Link @SergeyCYW 2025-10-13T14:48Z 9201 followers, 1745 engagements
"$ASML Q325: Margins Hold Strong Amid Mixed Revenue Trends Gross margin edged up to XX% with operating and net margins also expanding slightly YoY XX% and XX% respectively. Profitability remains the quiet strength here: even as growth moderates efficiency continues to improve. EPS climbed XXX% YoY to XXXX driven by higher margins and a XXX% reduction in share count. Revenue came in at 7.52B a modest +0.7% YoY slightly below expectations (7.65B). The real bright spot: services and field options revenue jumped XXXX% YoY signaling stronger recurring business momentum a solid cushion as system"
X Link @SergeyCYW 2025-10-17T03:25Z 9201 followers, 1832 engagements
"$DOCN DigitalOcean DigitalOcean provides cloud infrastructure primarily for developers and small-to-medium-sized businesses. Although not exclusively a fintech company its services are critical for many fintech startups. For the first quarter of 2025 revenue increased by XX% year-over-year to $XXX million with net income rising XXX% to $XX million. The company's competitive edge is its simplicity predictable pricing and strong community support making it an accessible alternative to larger cloud providers"
X Link @SergeyCYW 2025-07-08T11:32Z 9204 followers, XXX engagements
"$TTD The Trade Desk: Strong Competitive Moat in a $X Trillion Market but can it keep pace with rapid tech shifts The Trade Desks strength lies in its alignment with client interests. It does not own ad inventory avoiding conflicts while customers retain ownership of their data. The platform integrates over 1200 machine learning models reaching XX% AI-powered targeting accuracy. Unified ID XXX with 200M+ authenticated users offers a privacy-forward alternative to third-party cookies and a scalable identity framework for the open internet. Scale and loyalty are evident. Q2 2025 revenue reached"
X Link @SergeyCYW 2025-09-19T10:57Z 9204 followers, 9015 engagements
"Cybersecurity Is Quietly Becoming the Most Powerful Growth Story in Tech The global cybersecurity market is now estimated between $225B$300B for 20242025 making it one of the largest and fastest-growing segments in all of technology. According to Gartner end-user security and risk management spending will hit $212B in 2025 up XX% YoY. But heres the question: can gross margins stay resilient as vendors chase more use cases and offer more bundled deals Analysts expect revenue growth in FY 2026 from $NET (+26%) $RBRK (+26%) $CRWD (+22%) $S (+21%) $ZS (+20%) and $CYBR (+19%). Mid-tier"
X Link @SergeyCYW 2025-10-15T14:00Z 9201 followers, 66.3K engagements
"@StockSavvyShay $NBIS AI Cloud XXX marks a major step forward for Nebius. Analysts expect revenue growth of +215% YoY in 2026"
X Link @SergeyCYW 2025-10-16T12:44Z 9201 followers, 3236 engagements
"Nebius Group $NBIS is leading with scale and precision. The company inked a multi-billion-dollar Microsoft contract in 2025 worth up to $XXXX billion delivering dedicated GPU clusters from its New Jersey data center. With +215% projected revenue growth in 2026 and NVIDIAs XXX% equity stake Nebius has secured long-term visibility through cash flowbacked financing and locked-in hyperscaler demand"
X Link @SergeyCYW 2025-10-16T14:27Z 9202 followers, XXX engagements
"Profitability remains robust. Most leading vendors maintain gross margins above XX% supported by recurring revenue models AI automation and platform consolidation. With security budgets increasingly tied to mission-critical infrastructure recurring ARR expansion continues to outpace overall revenue growth. Vendors like $CRWD $ZS $CYBR and $NET have built platforms that extend far beyond point solutions positioning themselves for sustained margin strength. Still a question hangs over the sectorcan gross margins hold as vendors bundle more products and expand use cases to chase growth Price"
X Link @SergeyCYW 2025-10-17T10:56Z 9201 followers, XXX engagements
"Growth leadership remains clear. Analysts forecast FY2026 revenue growth of +26% for $NET and $RBRK +22% for $CRWD +21% for $S +20% for $ZS and +19% for $CYBR. Mid-tier expectations center on $PANW (+13%) and $FTNT (+12%) while slower expansion continues at $GEN (+5%) $CSCO (+5%) and $FFIV (+11%). The trend highlights a widening performance gap between next-gen cloud-native players and legacy incumbents"
X Link @SergeyCYW 2025-10-17T10:56Z 9201 followers, XXX engagements
"How $IOT Samsara Makes Money: $391.5M rev (+30.4% YoY +6.7% QoQ) GM* (78.1% +1.2 PPs YoY) Operating Margin* (15.2% +9.4 PPs YoY) FCF Margin (11.3% +6.9 PPs YoY) Net Margin (-4.3% +7.8 PPs YoY) EPS* $XXXX 🟢 *non-GAAP"
X Link @SergeyCYW 2025-10-17T14:32Z 9201 followers, 1442 engagements
"Neo-Clouds Could Define the Next $65B AI Infrastructure WaveBut Can Growth Outrun Valuations Neo-Cloud infrastructure has become the fastest-growing corner of cloud computing fueled by insatiable demand for GPU capacity. ABI Research projects the space to surpass $65B in GPU-as-a-Service revenue by 2030 with other forecasts ranging between $12.26B and $31.89B compounding at 22.9%30% annually. Cost advantages are decisiveneoclouds deliver 2550% savings on AI infrastructure versus hyperscalers with Uptime Institute estimating another XXX% potential efficiency gain. Margins remain attractive and"
X Link @SergeyCYW 2025-10-07T15:02Z 9201 followers, 1999 engagements
"Neo-Clouds Could Define the Next $65B AI Infrastructure WaveBut Can Growth Outrun Valuations Neo-Cloud infrastructure has become the fastest-growing corner of cloud computing fueled by insatiable demand for GPU capacity. ABI Research projects the space to surpass $65B in GPU-as-a-Service revenue by 2030 with other forecasts ranging between $12.26B and $31.89B compounding at 22.9%30% annually. Cost advantages are decisiveneoclouds deliver 2550% savings on AI infrastructure versus hyperscalers with Uptime Institute estimating another XXX% potential efficiency gain. A short 🧵👇"
X Link @SergeyCYW 2025-10-07T15:58Z 9201 followers, 3304 engagements
"E-commerce TAM set to hit $XXXXX trillion by 2030but can the sector maintain this growth curve Many leading names trade at stretched multiples while revenue acceleration begins to normalize. The top performers for 2026 $MELI +26% $CVNA +25% $GLBE +24% $SE +22% and $SHOP +22%set a high bar for execution. Meanwhile mature leaders such as $AMZN +10% show stability but slower velocity signaling the sectors gradual maturation"
X Link @SergeyCYW 2025-10-08T11:03Z 9201 followers, 20.3K engagements
"Samsara: The trusted leader redefining connected operations $IOT commands the IoT landscape with No.1 rankings across Fleet Management Tracking and Video Surveillance earning top marks for customer satisfaction and service. An IDC study quantified an XXX% ROI and millions in annual savings for clients. Samsaras dominance is built on measurable impact and brand trust few can rival. Can competitors close the gap as the market expands 🧵👇"
X Link @SergeyCYW 2025-10-08T12:04Z 9201 followers, 1730 engagements
"@mvcinvesting Analysts forecasting the highest revenue growth for $DLO at +27% in 2026"
X Link @SergeyCYW 2025-10-08T13:29Z 9200 followers, 6228 engagements
"$NBIS AI Infrastructure Leadership Nebius positions itself as one of the fastest-scaling independent AI infrastructure providers globally bridging the gap between hyperscalers and emerging AI cloud entrants. The companys one-gigawatt power roadmap deep integration with NVIDIA and advanced software stack have established it as a credible platform for both AI labs and enterprise workloads. The management reiterated its mid-term goal of achieving multi-billion-dollar annual revenue within the next few years. This forecast excludes potential hyperscaler or frontier AI lab contracts which are"
X Link @SergeyCYW 2025-10-09T14:26Z 9201 followers, 35.2K engagements
"AI Clouds Are Becoming the Fastest-Growing Layer of the Cloud Economy The AI-Cloud market is expanding at breakneck speed powered by the global shortage of GPU capacity and surging enterprise demand for model training and inference. Analysts project GPU-as-a-Service revenues to exceed $XX billion by 2030 with growth rates ranging between XX% and XX% CAGRa pace unmatched by any other cloud segment. The economics are shifting fast. AI clouds deliver 2550% cost savings on infrastructure budgets compared to hyperscalers while the Uptime Institute estimates another XXX% margin improvement through"
X Link @SergeyCYW 2025-10-13T14:47Z 9201 followers, 79K engagements
"Nielsen data confirms $NFLX leads all subscription video services by a wide margin with competitors capturing materially lower shares. The platform accounted for XXX% of total U.S. television viewing in August 2025 securing second place among all streaming platforms behind only YouTube. In July 2025 Netflix reached a record XXX% share building momentum from Junes XXX% when it ranked among the top three media companies for the first time. In June Netflix delivered the largest monthly share gain across all media rising XXX percentage points from May while total streaming time grew just 5.4%."
X Link @SergeyCYW 2025-10-14T14:02Z 9201 followers, 1722 engagements
"Palo Alto Is the Growth Cycle Re-Accelerating $PANW is up +10.8% over the past year while S&P500 up +14.2%. Is it undervalued Should you invest now Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇"
X Link @SergeyCYW 2025-10-15T11:04Z 9201 followers, 2284 engagements
"@mvcinvesting Analysts project the highest revenue growth among neo-clouds for $NBIS at +215% YoY in 2026"
X Link @SergeyCYW 2025-10-15T12:03Z 9201 followers, 4377 engagements
"A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for current year. Trading at a premium: $NET. Trading below average valuation: $S $RBRK"
X Link @SergeyCYW 2025-10-15T14:00Z 9201 followers, 1877 engagements
"A valuation chart based on the EV/Gross Profit ratio relative to analysts' revenue growth forecasts for current year. Trading at a premium: $NET $CRWD. Trading below average valuation: $S $RBRK"
X Link @SergeyCYW 2025-10-15T14:00Z 9201 followers, 1204 engagements
"Cloudflare $NET dominates through unmatched network scale and edge infrastructure. As of March 2025 it ranks #1 in XX% of the top 1000 networks globally by TCP connection time up from XX% in September 2024. Continuous network expansion and strategic peering drive performance across Africa Asia and Europe. Operating in 330+ cities worldwide Cloudflare processes traffic closer to end users minimizing latency and maximizing security. The convergence of security and AI positions it well as enterprises seek unified solutions for DDoS mitigation threat detection and zero-trust architecture. Scale"
X Link @SergeyCYW 2025-10-15T14:00Z 9201 followers, 1054 engagements
"CrowdStrike $CRWD maintains clear market leadership in endpoint detection and response while aggressively expanding into adjacent markets. Stock is up +42.1% YTD and +54.2% YoY (2025). Its platform consolidates security tools and leverages intelligence from a vast customer base for real-time high-precision detection. CrowdStrike extends its reach beyond endpoint protection into cloud workload security identity protection and XDR supporting both growth and retention"
X Link @SergeyCYW 2025-10-15T14:01Z 9201 followers, XXX engagements
"SentinelOne $S differentiates through autonomous AI-powered endpoint protection. Recognized as a Leader in Gartners 2025 Magic Quadrant for Endpoint Protection for the fifth year running the company delivers measurable efficiency gains. Using Singularity Endpoint and Purple AI organizations detect threats XX% faster cut MTTR by XX% and reduce incident likelihood by 60%. Customers report XXX% ROI over three years. Purple AI acts as an AI analysttranslating natural language into threat queries guiding hunts and auto-generating reports. Built on the Open Cybersecurity Schema Framework it ensures"
X Link @SergeyCYW 2025-10-15T14:01Z 9201 followers, XXX engagements
"Zscaler $ZS leads zero trust architecture with the largest security cloud processing traffic across XXX data centers. Its Zero Trust Exchange makes apps invisible and inspects all traffic including TLS/SSL at scale. The June 2025 update extended protection to branches campuses and factoriessegregating OT/IoT without downtime or firewalls. Disposable jumpboxes now allow secure time-bound access. Zscaler remained SSE market leader through 2025 (DellOro) and its October 2025 healthcare initiative targets smart medical devices and data protection with AI"
X Link @SergeyCYW 2025-10-15T14:01Z 9201 followers, XXX engagements
"Palo Alto Networks $PANW serves 85000+ orgs including XX% of the Fortune XXX with XXXX% market share in network security. It processes 1.5T+ events/day with XXXX% detection accuracy powered by 12PB/day XSIAM ingestion detecting threats 180x faster than peers. With 1200+ active patents and a $5600/minute downtime cost anchoring switching risk its platform locks in customers. Protect AI acquisition (April 2025) boosts AI security capabilities"
X Link @SergeyCYW 2025-10-15T14:01Z 9201 followers, XXX engagements
"Fortinet $FTNT scales via its Security Fabric which reached 3000+ integrations with 400+ partners by July 2025 up 36x since 2015. Named Overall Leader in IT/OT security (Westlands 2025) and Gartner LAN MQ Leader for the second year Fortinet merges networking with AI-driven security. FortiCloud Fabric XXX launched June X 2025 enhancing cloud security. Fabric Connectors automate workflows and FortiCNAPP was named 2025 CNAPP Leader by KuppingerCole"
X Link @SergeyCYW 2025-10-15T14:01Z 9201 followers, 1041 engagements
"$PANW : Platformization Is Paying Off Palo Alto Networks just printed one of its strongest stretches in years. Revenue growth re-accelerated to +15.8% YoY signaling the slowdown from FY2024s +12.1% trough is behind it. The companys platformization strategyoffering select products free short term to drive long-term customer lock-inis working. Margins tell the same story. Operating margin climbed to XXXX% up from XXXX% a year ago while free cash flow margin surged to 36.8%. Efficiency gains are visible across the board: CAC payback now just XXX months among the best in enterprise software and"
X Link @SergeyCYW 2025-10-16T11:28Z 9201 followers, 1253 engagements
"How Palo Alto Networks $PANW Makes Money Palo Alto Networks builds its business around one ideasecurity as a unified platform. Instead of selling standalone firewalls the company sells integrated cybersecurity platforms across network cloud and security operations driving recurring revenue through subscriptions and support. About XXXX% of total revenue comes from subscription and support with the remaining XXXX% from product sales. Revenue growth has re-accelerated to +15.8% YoY signaling recovery from the mid-2024 slowdown. The shift toward platformization where customers adopt multiple PANW"
X Link @SergeyCYW 2025-10-16T11:56Z 9201 followers, 1201 engagements
"@StockSavvyShay Great news Long $SNOW"
X Link @SergeyCYW 2025-10-16T12:43Z 9201 followers, 1198 engagements
"Neo Clouds: The Fastest-Growing Layer of the AI Infrastructure Economy Neo CloudsGPU-powered infrastructure purpose-built for AIare becoming the backbone of modern compute. Analysts project GPU-as-a-Service revenues to exceed $XX billion by 2030 growing at 2330% CAGR faster than any other cloud segment. Neo Clouds offer 2550% cost savings versus hyperscalers and deliver an additional XXX% margin boost from optimized deployment creating a compelling case for enterprise adoption. But can the industry sustain this pace as capital floods in and GPU supply chains strain under demand 🧵👇"
X Link @SergeyCYW 2025-10-16T14:27Z 9201 followers, 1898 engagements
"CoreWeave $CRWV operating as an AI hyperscaler runs XX data centers and 250000+ NVIDIA GPUs across the U.S. and Europe. Its expanded $XXXX billion partnership with OpenAI positions it as a cornerstone of frontier model training. Since its IPO in 2025 shares have surged XXX% driven by massive contract wins and NVIDIAs X% ownership"
X Link @SergeyCYW 2025-10-16T14:27Z 9200 followers, XXX engagements
"TeraWulf $WULF is pivoting from Bitcoin to AI with a dual-track model. Its partnership with Google accelerated the shift to high-performance compute hosting doubling its share price in a year. The company leverages existing energy infrastructure blending exposure to both AI compute growth and Bitcoin economics"
X Link @SergeyCYW 2025-10-16T14:27Z 9200 followers, XXX engagements
"The shift toward Neo Clouds is more than a technology cycleits a structural reordering of compute economics. Power GPUs and geography now define competitive advantage. The race is no longer about renting cloud spaceits about owning the foundation of intelligence itself"
X Link @SergeyCYW 2025-10-16T14:28Z 9201 followers, XXX engagements
"How $GOOGL Google Makes Money: $96428M rev (+13.8% YoY +6.9% QoQ) Gross Margin (59.5% +1.4 PPs YoY) Operating Margin (32.4% +0.1 PPs YoY) FCF Margin (5.5% -XXXX PPs YoY)🟡 Net Margin (29.2% +1.4 PPs YoY) EPS $2.31"
X Link @SergeyCYW 2025-10-16T15:21Z 9201 followers, 1569 engagements
"Cybersecurity Is Becoming the Strongest Growth Story in Tech The global cybersecurity market is expanding into one of the largest and fastest-growing sectors in technologynow valued between $225B and $300B for 20242025. Gartner projects $212B in end-user spend by 2025 growing roughly +15% YoY signaling unrelenting enterprise demand for digital defense. Growth is being fueled by cloud adoption identity security and AI-driven protectionsectors now defining the next decade of infrastructure"
X Link @SergeyCYW 2025-10-17T10:56Z 9201 followers, 29.5K engagements
"Valuations tell a similar story. Based on EV/Sales $NET trades at a premium while $S and $RBRK sit below peer averages"
X Link @SergeyCYW 2025-10-17T10:56Z 9201 followers, XXX engagements
"On EV/Gross Profit $NET and $CRWD command premiums while $S and $RBRK again appear undervalued relative to their growth. The divergence suggests investors are paying up for network scale and brand leadership but leaving room for high-growth challengers to re-rate"
X Link @SergeyCYW 2025-10-17T10:56Z 9201 followers, XXX engagements
"The strategic narratives behind the numbers are compelling. Cloudflare $NET dominates through unmatched global network coverage across 330+ cities processing traffic closer to end users and reducing latency worldwide. Rubrik $RBRK redefines data resilience with AI-driven recovery75000 backups in XX seconds targeting credential-based breaches that comprise XX% of attacks. CrowdStrike $CRWD and SentinelOne $S continue to lead in endpoint defense with AI agents slashing mean time to response by over 50%"
X Link @SergeyCYW 2025-10-17T10:56Z 9201 followers, XXX engagements
"Meanwhile Zscaler $ZS and CyberArk $CYBR anchor the zero-trust and identity layersthe structural backbone of cloud security. Palo Alto Networks $PANW and Fortinet $FTNT dominate enterprise-scale infrastructure leveraging massive datasets and unified control planes to lock in clients"
X Link @SergeyCYW 2025-10-17T10:56Z 9201 followers, XXX engagements
"AI Is Set To Create TrillionsWho Captures It AI isnt a side quest anymore. Its the operating layer of the global economy. PwC pegs the prize at $15.7T by 2030; McKinseys cumulative tally reaches $25.6T. Adoption already crossed the chasm: XX% of small businesses use AI XX% of companies deploy it today and market growth tracks 30%+ CAGR into the 2030s. Analysts expect NTM revenue growth of +50% for $PLTR and $NVDA +57% for $ALAB +34% for $TSM and +30% for $AVGO. Enterprise platforms like $NOW $SNOW and $ORCL post +1924% while hyperscalers $MSFT $GOOGL and $AMZN sustain double-digit expansion"
X Link @SergeyCYW 2025-10-17T12:30Z 9201 followers, 12.9K engagements
"Based on Forward EV/Sales relative to growth forecasts $PLTR trade at premiums $NVDA $TSM and $META and $AMZN trade below peer averages"
X Link @SergeyCYW 2025-10-17T12:30Z 9201 followers, XXX engagements
"$ALAB (Astera Labs) Astera Labs builds the connective tissue of AI data centers. Founded 2017 in Santa Clara it solves data memory and networking bottlenecks with PCIe/CXL retimers smart fabric switches CXL memory controllers and Ethernet modules. Q2 2025 revenue hit $191.9M (+150% YoY) operating cash flow $135.4M cash $900M+ minimal debt. PCIe XXX ramp began May 2025. OCP Oct 2025 demos underscored UALink momentum. Architecture neutrality plus rack-scale focus supports durable share despite hyperscaler procurement swings"
X Link @SergeyCYW 2025-10-17T12:30Z 9201 followers, XXX engagements
"$NVDA (NVIDIA) Blackwell resets AI compute. The GB200 links two B200 GPUs to Grace over 900GB/s NVLink; NVL72 acts as one GPU with XXX exaflops and 30TB fast memory. Inference can rise XX vs H100 while cutting cost/energy XX. Pricing reflects leadership: GB200 $60K$70K DGX B200 40%+ premium NVL36 near $1.8M. Shipments scaled to 150k200k servers in Q4 2024 500k550k in Q1 2025. CUDA gravity and networking keep NVIDIA central as alternatives mature"
X Link @SergeyCYW 2025-10-17T12:31Z 9201 followers, XXX engagements
"$TSM (Taiwan Semiconductor Manufacturing Company) TSMC powers AI at scale. N2 (2nm) secured XX customers XX in HPC; early participants include Apple AMD Qualcomm MediaTek Broadcom Intel. Mass production starts 2H 2025 with wafers near $30000 and 2530% power savings vs 3nm at equal performance. Capex 2025 about $31B $18B+ for advanced nodes. U.S. expansion accelerates; partial 3nm Arizona output targeted 1H 2026. Yield leadership and diversified fabs form a durable moat amid historic AI demand"
X Link @SergeyCYW 2025-10-17T12:31Z 9201 followers, XXX engagements
"$AVGO (Broadcom) Broadcom spans AI silicon and software. Semis XX% of revenue; software XX% after the $69B VMware deal. VMware delivered $6.8B in Q3 2025 (+17% YoY) supporting XX% gross margin and XX% segment operating margin. AI revenue surged with guidance implying XX% YoY growth in Q4 FY2025. Cash $11.1B debt $40.5B levered FCF $23.1B. Integration of Blackwell into VCF places AVGO at the center of private AI clouds while deleveraging and software monetization progress"
X Link @SergeyCYW 2025-10-17T12:31Z 9201 followers, XXX engagements
"$SNOW (Snowflake) Snowflakes AI Data Cloud unifies warehousing lakes engineering data science and AI on usage-based economics. Customer count tops 12000. In Oct 2025 partnerships with Palantir and Cognite enabled trusted pipelines and zero-copy industrial data sharing for agentic AI. Multi-cloud across AWS Azure Google Cloud avoids lock-in. Moat rests on governance native semi-structured support and zero-copy sharing. Key levers: consumption trends AI workload attach and margins as production agents scale"
X Link @SergeyCYW 2025-10-17T12:31Z 9201 followers, XXX engagements
"$NOW (ServiceNow) ServiceNow positions as the enterprise AI operating layer. Q2 2025 revenue grew 22.5%. XX deals included five-plus Now Assist products; AI Pro Plus rose 50%+ sequentially. AI Control Tower beat full-year net new ACV goals in XX days. Zurich platform and AI Experience (Oct 2025) add multi-agent dev security and autonomous workflows. Voice/Web Agents automate tasks; Data Explorer and AI Lens accelerate insight capture. Integration with Microsoft and NVIDIA deepens workflow advantage"
X Link @SergeyCYW 2025-10-17T12:31Z 9200 followers, XXX engagements
"$CRM (Salesforce) Salesforce launched Agentforce XXX on Oct XX 2025 uniting humans agents and trusted data. Partnerships with OpenAI and Anthropic on Oct XX integrate GPT-5 and Claude. Agentforce Commerce enables ChatGPT Instant Checkout while preserving data control. Agent Script (beta Nov 2025) and Agentforce Builder streamline design-to-deployment. Two decades of CRM data supply rich context. Focus now shifts to measurable lift: faster responses higher win rates safer automation in regulated industries"
X Link @SergeyCYW 2025-10-17T12:32Z 9201 followers, XXX engagements
"SaaS companies* are typically evaluated based on the EV/Sales multiple relative to their projected revenue growth for the next year. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future potential rather than just its current performance. Additionally understanding forward growth helps investors make informed decisions by comparing a companys projections with its industry peers and market expectations providing a clearer view of its growth trajectory. I also include data on Operating Margin in the chart"
X Link @SergeyCYW 2025-10-18T12:28Z 9201 followers, 1795 engagements
"Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative"
X Link @SergeyCYW 2025-10-18T14:31Z 9201 followers, 1398 engagements
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