[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) "$IOT Samsara Shareholder Dilution: Stock-based compensation (SBC) expenses have been gradually declining over the past two years but in Q1 ticked up slightly to XX% of revenue which is still a relatively high level compared to typical SaaS benchmarks. Shareholder dilution remains elevated but still within acceptable limits with a modest improvement in Q1. The weighted-average basic shares outstanding increased by XXX% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492433246310481) 2025-07-16 14:35:16 UTC 6334 followers, XXX engagements "$PANW Is the Growth Cycle Re-Accelerating Palo Alto is down -XXX% in past month while S&P500 up +4.5%. Should you invest now Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309617429750037) 2025-07-21 14:56:06 UTC 6333 followers, 1952 engagements "Thoughts on Google Earnings Report $GOOGL: 🟢 Positive Revenue grew +13.8% YoY to $96.4B beating estimates by XXX% EPS rose +22% YoY to $XXXX beating estimates by XXX% Net income increased +19% YoY to $28.2B Google Cloud revenue jumped +31.7% YoY to $13.6B with XXXX% operating margin Google subscriptions revenue surged +20.3% YoY to $11.2B Free cash flow for trailing XX months: $66.7B Cloud backlog reached $106B up +38% YoY YouTube Ads grew +13.1% YoY to $9.8B Shorts monetization exceeded in-stream in some regions Gemini app MAUs hit 450M daily usage up +50% QoQ Diluted shares down -XXX% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948367926001852805) 2025-07-24 13:01:27 UTC 6335 followers, 1912 engagements "@davey_juice $PLTR is more than twice as expensive as the most expensive stock on the chart $NET. 🤪"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1949142990896677337) 2025-07-26 16:21:17 UTC 6336 followers, XXX engagements "@smartfinapp Agreed strong quarter from $GOOGL. The increase in CapEx investment is a move to strengthen its competitive position and in my view thats a positive long-term signal"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948390154323824688) 2025-07-24 14:29:46 UTC 6328 followers, XX engagements "Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1941505609339387920) 2025-07-05 14:33:03 UTC 6337 followers, 3735 engagements "$GOOGL $GOOG Q2'25 Results: $96428M rev (+13.8% YoY +6.9% QoQ) beat est by XXX% 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 $XXXX beat est by XXX% Dilution SBC/rev X% +0.1 PPs QoQ Basic shares down -XXX% YoY +0.1 PPs QoQ🟢 Diluted shares down -XXX% YoY -XXX PPs QoQ🟢 Pros Revenue beat with XXXX% YoY growth shows strong momentum. Cloud growth +32% YoY highlights expanding AI demand. EPS beat by XXX% reinforces efficient profit scaling. Operating margin held strong at XXXX% amid legal charges."  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948221821012344898) 2025-07-24 03:20:52 UTC 6334 followers, 1375 engagements "$MELI MercadoLibre MercadoLibre a Latin American e-commerce leader has a rapidly expanding fintech arm Mercado Pago. The synergy between its commerce and financial services creates a powerful ecosystem with strong network effects. In the first quarter of 2025 the fintech business grew its monthly active users by XX% year-over-year to XX million. Fintech revenues reached $XXXX billion in the quarter accounting for XXXX% of the company's total revenue. This integration is MercadoLibre's key competitive advantage; users engaged with the fintech platform tend to use more financial products and"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547290482434467) 2025-07-08 11:32:19 UTC 6334 followers, 1051 engagements "Semiconductor industry continues a robust trajectory with global sales projected to reach $XXXXX billion in 2025 reflecting XXXX% growth from 2024. Current market size reached $XXX billion in 2024 with expectations of $XXX billion in 2025. Long-term projections indicate the market will exceed $X trillion by 2030 requiring only a XXX% compound annual growth rate (CAGR) between 2025 and 2030. forecasts XXXX% growth in 2025 and XXXX% in 2026. From 2021 to 2026 analysts forecast a XXX% CAGR for total sales. Alternative projections suggest a XXX% CAGR through 2029 with market expansion of $157.1"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860557577576811) 2025-07-17 14:58:03 UTC 6335 followers, 9174 engagements "A valuation chart based on the Forward P/E ratio relative to analysts' EPS growth forecasts for next year. Trading at a premium: $MU $ARM. Trading below average valuation: $INTC"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860576342847538) 2025-07-17 14:58:08 UTC 6337 followers, 1078 engagements "KLA Corporation $KLAC KLA specializes in process control and yield management systems for semiconductor manufacturing holding approximately XX% market share in inspection and metrology. In Q2 2025 revenue reached a record $XXXX billion at the upper end of guidance. Stock is up XX% year-to-date driven by rising demand in advanced semiconductors and AI. The company projects $XXX million in advanced packaging revenue for 2025 up XX% from $XXX million the prior year. Its portfolio spans wafer fabrication to advanced packaging and leadership in electron beam inspection and AI-enabled process"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860874780205461) 2025-07-17 14:59:19 UTC 6336 followers, XXX engagements "$PANW Palo Alto Networks maintains dominant market leadership across cybersecurity consistently recognized by premier industry analysts. The company's comprehensive platform approach delivers sustained competitive advantages validated by multiple rating agencies. Palo Alto Networks achieved unprecedented recognition as a three-time Leader across multiple 2025 Gartner Magic Quadrants demonstrating platform breadth unmatched by competitors. The company earned Leader status in Security Service Edge for the third consecutive year in SASE Platforms as the only three-time Leader and in Endpoint"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947297027450347667) 2025-07-21 14:06:05 UTC 6334 followers, 1275 engagements "Salesforce $CRM Salesforce leads CRM with XXXX% market share and over 100000 global customers. Marketing Cloud commands XXXX% Sales Cloud XXXX% and Service Cloud XXXX% of their respective markets. Its AI layer Einstein AI XXX enables accurate predictions churn modeling and lead scoring. Salesforce Data Cloud unifies profiles for personalized customer experiences. Slack GPT powers in-workflow engagement summaries and automates follow-ups. Predictive analytics voice-activated CRM and blockchain-secured interactions reinforce Salesforces leadership. Clients report XX% ROI increases from adoption"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945124065930600471) 2025-07-15 14:11:30 UTC 6321 followers, XXX engagements "$SOFI SoFi Technologies SoFi Technologies is a digital personal finance company that has achieved significant growth and profitability. In the first quarter of 2025 SoFi reported record net revenue of $XXX million a XX% increase year-over-year and a net income of $XX million. Its member base expanded by XX% to XXXX million. The company's competitive edge lies in its "Financial Services Productivity Loop" a strategy of attracting customers with one product and then cross-selling from its wide array of offerings including loans investing and banking. A rapidly growing deposit base which reached"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547365174600066) 2025-07-08 11:32:37 UTC 6336 followers, XXX engagements "@StockSavvyShay $NVDA is one of the most successful stocks backed by strong fundamental performance"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948690228987802095) 2025-07-25 10:22:10 UTC 6334 followers, XXX engagements "@StockSavvyShay $HOOD is one of the fastest-growing companies in the fintech sector with analysts projecting +15% revenue growth in 2026"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942532924642910694) 2025-07-08 10:35:14 UTC 6333 followers, 1202 engagements "UiPath Inc. $PATH UiPath bridges RPA and agentic AI with its Agent Builder and Agentic Automation framework. Agents handle knowledge workreasoning judgment and decision-making. According to its 2025 report XX% of enterprises deploy agentic AI and XX% express strong interest. UiPaths neutral platform integrates with other vendors and its automation library accelerates deployment. It evolves from RPA into full-stack agent orchestration enabling end-to-end enterprise automation"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036575625146606) 2025-07-23 15:04:47 UTC 6333 followers, XXX engagements "$GOOGL Key points from Googles Second Quarter 2025 Earnings Call: Financial Overview: Alphabet posted Q2 2025 revenue of $96.4B up XX% YoY. Net income rose XX% to $28.2B EPS climbed XX% to $XXXX and operating income hit $31.3B with a XXXX% margin despite a $1.4B legal charge. Free cash flow was $5.3B in Q2 and $66.7B over the trailing year. Paid subscriptions drove $11.2B in revenue up XX% YoY. Google Cloud: Revenue reached $13.6B up XX% YoY supported by AI infrastructure upgrades and enterprise tools. Products like Anywhere Cache (70% latency cut) and Rapid Storage (5x improvement) fueled"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948381943097340145) 2025-07-24 13:57:09 UTC 6337 followers, 1396 engagements "NVIDIA Corporation $NVDA NVIDIA enables agentic AI infrastructure through its H100 and Blackwell B200 GPUs. The CUDA and NeMo frameworks allow agent development at enterprise scale. Its Omniverse platform enables agent simulation and collaboration especially in industrial and robotics use cases. NVIDIAs dominance in AI computing is built on over a decade of parallel processing R&D giving it a lead few can match. Its integrated hardware-software stack forms a critical backbone for the AI agent economy"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036307277824070) 2025-07-23 15:03:43 UTC 6331 followers, XXX engagements "$IOT Samsara added XXX new $100K+ ARR customers in Q1 which is in line with the companys two-year average and represents +35% YoY growth. However management did not disclose figures for larger customers exceeding $1M+ in ARR this quarter"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492293743779849) 2025-07-16 14:34:42 UTC 6334 followers, XXX engagements "Amazon Inc. $AMZN Amazon integrates agentic AI via AWS Bedrock Agent Amazon Lex and its consumer-facing Alexa platform. The Nova Act initiative built by ex-Adept engineers powers agents to complete web-based tasks like email and form entry. Amazons edge comes from real-world operational data logistics scale and global cloud reach. Its ecosystem including e-commerce and Prime services generates agent training data that rivals cant replicate. Switching costs are high given the breadth of AWS integrations"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036527659110817) 2025-07-23 15:04:35 UTC 6337 followers, XXX engagements "$ADYEN Adyen Adyen offers a unified global commerce platform that streamlines the entire payment process for large enterprise clients. The companys integrated solution manages everything from payment processing and risk management to settlement across all channels. In the first quarter of 2025 Adyens net revenue grew XX% year-over-year to XXXXX million. The company's Unified Commerce segment showed particular strength with net revenue climbing XX% to XXXXX million. Adyens competitive advantage is its single global platform which simplifies payment operations for international businesses and"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547305154085277) 2025-07-08 11:32:22 UTC 6334 followers, 1017 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"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946910224167907667) 2025-07-20 12:29:03 UTC 6334 followers, 2929 engagements "Palantir Technologies $PLTR Palantir positions itself as core infrastructure for agentic AI through its Artificial Intelligence Platform (AIP). Agents built on AIP operate autonomously on proprietary data trigger ERP actions and execute multi-step workflows under strict security and governance. Its edge comes from decades of classified government work building unmatched capabilities in secure AI deployment. AIP ensures data sovereignty critical for regulated industries. Its ontology-driven design lets agents interpret complex business logic and automate decisions that go beyond traditional AI"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036236087824655) 2025-07-23 15:03:26 UTC 6331 followers, XXX engagements "@davey_juice Ill likely remove $DOCN from this listoriginally $KSPI was in that spot and now its unclear when exactly the swap happened 😄. Mustve been the summer heat getting to me 😅"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942588246187299000) 2025-07-08 14:15:04 UTC 6333 followers, XXX engagements "@HolySmokas Mixed Q2 fom $TSLA. Revenue -XX% YoY beat est by XXX% Inventory days climbed to XX Free cash flow cratered to $146M -XX% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948228657853415744) 2025-07-24 03:48:03 UTC 6334 followers, 2203 engagements "Broadcom $AVGO Broadcom designs semiconductor and software solutions across networking wireless and data center markets. It launched the Tomahawk Ultra networking processor connecting 4x more chips than rivals using advanced Ethernet protocols. In Q2 2025 Broadcom generated $XXX billion in AI semiconductor revenue up XX% YoY. Its edge lies in custom ASICs and networking chip leadership making it essential for hyperscalers scaling AI workloads. The semiconductor segment posted XX% gross margins and XX% operating margins reflecting strong pricing power. Broadcom expects $XXX billion in AI"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860729648873919) 2025-07-17 14:58:44 UTC 6334 followers, XXX engagements "$IOT Samsara's return on S&M spending is XXXX the CAC Payback Period better than the median for SaaS companies is at a healthy level (the median for the SaaS companies I track is 26.9). The R&D Index (RDI Score) for Q1 stands at XXXX above the median of XXX for the SaaS companies I monitor and significantly higher than the industry median of XXX. 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"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492365248283035) 2025-07-16 14:35:00 UTC 6334 followers, XXX engagements "$SNOW Q3'24 Results: $942M rev (+28.3% YoY +28.9% LQ) beat est by XXX% GM* (72.9% -XXX PPs YoY)🟡 Operating Margin* (6.3% -XXX PPs YoY)🟡 FCF Margin (8.3% -XXX PPs YoY)🟡 EPS* $XXXX beat est by XXXX% *non-GAAP Product Product Revenue $900M (+28.9% YoY) GM* (76.3% -XXX PPs YoY) Key Metrics ➡NDR XXX% (127% LQ) RPO $5.70B (+54.1% YoY)🟢 Billings $1068M (+30.9% YoY)🟢 Data sharing XXXX% (+2.0 PPs QoQ) ➡2946 Marketplace Listings (+26.3% YoY +143) Customers ➡10618 customers (+19.2% YoY +369) ➡542 $1M+ customers (+25.2% YoY +32) Operating expenses S&M*/Revenue XXXX% (-0.5 PPs YoY) R&D*/Revenue 23.9%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1859441784096698652) 2024-11-21 03:40:42 UTC 6337 followers, 5173 engagements "Paramount Global $PARA Paramount+ added XXX million subscribers in Q1 2025 reaching XX million globally. Direct-to-consumer revenue rose X% YoY to $XXXX billion. Domestic profitability remains the 2025 goal with narrowing losses. Strength comes from CBS content Nickelodeon Star Trek and sports. The dual strategy combines subscription streaming via Paramount+ with free ad-supported Pluto TV. Q1 2025 revenue was $XXXX billion exceeding expectations. The pending $X billion merger with Skydance Media closing in H1 2025 is expected to accelerate profitability through content synergies and"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636273142735226) 2025-07-22 12:34:07 UTC 6337 followers, XXX engagements "@BigBullCap If $GOOGL beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +11.9% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947274331458867363) 2025-07-21 12:35:53 UTC 6334 followers, XXX engagements "$TOST Toast Toast operates an all-in-one digital platform tailored specifically for the restaurant industry. As of the first quarter of 2025 its Annual Recurring Revenue (ARR) hit $XXX billion a XX% increase from the prior year while Gross Payment Volume (GPV) grew XX% to $XXXX billion. The company serves approximately 140000 restaurant locations a XX% year-over-year increase. Toast's key advantage is its restaurant-first focus offering a deeply integrated suite of tools for point-of-sale operations and financial management that scales from small businesses to large enterprise clients"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547349982831036) 2025-07-08 11:32:33 UTC 6336 followers, XXX engagements "An alternative perspective would be a valuation chart based on the Forward P/E ratio relative to analysts' revenue growth forecasts for next year which tends to be more appropriate for margin-rebuilding and capex-heavy companies. Based on this chart due to lower forecasted revenue growth $INTC are trading at a premium. On the other hand $TSM $MRVL and $NVDA are currently trading below their average valuation levels"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860594655240232) 2025-07-17 14:58:12 UTC 6334 followers, XXX engagements "International Business Machines $IBM IBMs watsonx ai powers agentic AI in regulated industries with strong governance compliance and explainability. Its Agent Lab integrated with LangChain supports low-code development. Granite foundation models are optimized for enterprise use. The AI Book of Business has surpassed $X billion reflecting demand for secure deployments. IBMs long-standing industry presence and regulatory expertise create trust-based adoption in mission-critical use cases"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036590661755115) 2025-07-23 15:04:50 UTC 6331 followers, XXX engagements "@InvestingVisual $TSM looks more attractive to me with stronger revenue growth at +38.6% YoY and a higher net margin compared $ASML"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946259132434075824) 2025-07-18 17:21:51 UTC 6336 followers, 2288 engagements "Thoughts on ServiceNow Earnings Report $NOW: 🟢Positive Revenue: Total revenue reached $3215M up +22.4% YoY beating estimates by XXX% Subscription Revenue: Grew +22.5% YoY to $3113M EPS: Non-GAAP EPS of $XXXX beat by XXXX% Operating Margin: Improved to XXXX% up +2.3 PPs YoY Free Cash Flow Margin: Increased to XXXX% up +3.0 PPs YoY Net New ARR: Surged +468.4% YoY to $432M cRPO: Reached $10.92B up +24.4% YoY RPO: Hit $23.90B up +28.5% YoY Customer Growth: XXX customers with $5M+ ACV up +19.7% YoY CAC Payback: Improved to XXXX months down -XXXXX months YoY AI Momentum: Now Assist pack usage up"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948351987600462030) 2025-07-24 11:58:07 UTC 6336 followers, XXX engagements "$NOW Management comments on the earnings call. Financial Performance Gina Mastantuono President and Chief Financial Officer Q2 was a spectacular quarter across the board. We significantly beat the high end of our guidance across all top line and profitability metrics. Technology Workflows Gina Mastantuono President and Chief Financial Officer ITAM landed its largest deal to date with net new ACV growth of over XX% year over year. Autonomous AI Agents Bill McDermott Chairman and Chief Executive Officer We have 450000 AI agents in workflow right now. Over XX% of support functionsIT risk"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948405587030732832) 2025-07-24 15:31:06 UTC 6336 followers, 1104 engagements "Microsoft Corporation $MSFT Microsoft leads the horizontal AI agent landscape through Azure AI and Microsoft XXX Copilot. Copilot Studio enables multi-agent orchestration across enterprise workflows automating tasks such as email management document creation and data analysis. Its exclusive access to GPT-4 via OpenAI gives Microsoft a unique advantage in agent reasoning across business contexts. Azure AI Studio provides retrieval-augmented generation and prompt orchestration capabilities. Microsofts strength lies in its deeply integrated ecosystem and enterprise reach positioning it to"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036482113155177) 2025-07-23 15:04:24 UTC 6334 followers, XXX engagements "Conclusion $IOT Samsara saw a slowdown in revenue growth in Q1 FY2025 but it remains at a strong level overall. Management now expects to expand its TAM to $XXX billion by 2026 signaling long-term opportunity. Leading Indicators RPO growth of +28.4% which is below revenue growth Billings growth of +27.7% also below revenue growth ARR growth at +30.6% YoY roughly in line with revenue Net new ARR additions up +5% YoY Customer growth was average in line with the companys two-year trend Key Metrics Net Dollar Retention (NDR) held steady at XXX% CAC Payback Period worsened slightly to XXXX months"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492451202068524) 2025-07-16 14:35:20 UTC 6334 followers, XXX engagements "@DividendDude_X @EconomyApp Strong Q2 from $GOOGL revenue growth +13.8% YoY Cloud growth +32% YoY highlights expanding AI demand"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948222267378270398) 2025-07-24 03:22:39 UTC 6334 followers, XXX engagements "@InvestingVisual $ASML investors were spooked by soft guidance even though the fundamentals for Q2 were strong"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948006080388190328) 2025-07-23 13:03:36 UTC 6329 followers, XXX engagements "@StockSavvyShay $GOOGL is strengthening its position in AI through Gemini. If it beats estimates by XXX% (same as last quarter) Q225 revenue growth would come in at +11.9% YoY a solid acceleration"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947669756464476655) 2025-07-22 14:47:10 UTC 6333 followers, 1300 engagements "Alphabet Inc. $GOOGL Alphabet drives its horizontal AI agent strategy through Gemini models and Vertex AI Agent Builder. Gemini agents execute multi-step tasks autonomously using advanced memory planning and tool-use. Vertex AI supports low-code agent deployment and model compatibility. The Agent2Agent (A2A) protocol allows secure agent collaboration across platforms. Alphabets scale in search data and researchespecially via DeepMindcreates powerful training and deployment advantages across both enterprise and consumer verticals"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036512337322299) 2025-07-23 15:04:31 UTC 6337 followers, XXX engagements "Roku $ROKU Roku bridges streaming hardware and software with a focus on accessibility and user experience. Its 2025 lineup features affordable streaming sticks and advanced Pro Series TVs with mini-LED tech and Smart Picture Max. Roku OS stands out for speed and intuitive navigation. The Roku Channel ranks among the most engaged apps on the platform supported by robust ad tech and exclusive originals. Licensing Roku OS to TV brands while expanding hardware broadens device reach. Platform stickiness is reinforced by simplicity cross-device integration and a broad ecosystem that raises"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636115709825188) 2025-07-22 12:33:29 UTC 6336 followers, XXX engagements "@StockSavvyShay $ALAB revenue jumping +144.3% YoY in Q1. Gross profit followed closely growing +136.4% YoY with a XX% gross margin"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947298681109041333) 2025-07-21 14:12:39 UTC 6329 followers, 1986 engagements "@BigBullCap $GOOGL Search revenue growth accelerated to +12% YoY compared to last quarter despite investor concerns"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948343049597182303) 2025-07-24 11:22:36 UTC 6334 followers, XXX engagements "@StockSavvyShay @YahooFinance @FuturumEquities $GOOGL and $NOW delivered strong Q2 results. 💪"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948409833868218847) 2025-07-24 15:47:58 UTC 6335 followers, XXX engagements "$S Q1'25 Earnings Preview Consensus Estimates: Revenue $228M (+22.3% YoY) EPS $XXXX (+100% YoY) If $S beat estimates by XXX% (same as last quarter) Q1'25 Revenue Growth will be +24.3% YoY Management Guidance: Q1'25 $228M guide (+22.3% YoY) $1007 - $1012M FY guide (+22.9% YoY)"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1927696899227972005) 2025-05-28 12:02:10 UTC 6322 followers, 2050 engagements "Portfolio Update Jun 2025 MTD: +5.2% YTD: +22.5% Holdings: X. $NET XXXX% X. $MNDY XXX% X. $SNOW XXX% X. $CRWD XXX% X. $MELI XXX% X. $DDOG XXX% X. $SHOP XXX% X. $ZS XXX% X. $AXON XXX% XX. $DUOL XXX% XX. $NOW XXX% XX. $TTD XXX% XX. $IOT XXX% XX. $GTLB XXX% XX. $MDB XXX% Historical performance (TWR): 2020: +110.2%(since 15.04.2020) 2021: +23.7% 2022: -XXXX% 2023: +57.3% 2024: +24.9% Cumulative: +152.6% 👉 Subscribe to my newsletter for a monthly portfolio review. Past recaps:"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1939996032135221752) 2025-07-01 10:34:32 UTC 6336 followers, 10K engagements "FuboTV $FUBO FuboTV leads the sports-first live TV streaming category. Q1 2025 results beat guidance with XXXX million North American subscribers generating $XXXXX million in revenue up XXX% YoY. Its edge lies in sports content aggregation offering over XXX live networks including exclusive sports feeds. Features like Cloud DVR and Lookback are optimized for sports. In January 2025 Disney announced a merger combining FuboTV with Hulu + Live TV under XX% Disney ownership while maintaining operational independence. This partnership expands reach to XXX million subscribers. FuboTV targets 8%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636150966870465) 2025-07-22 12:33:38 UTC 6320 followers, XXX engagements "$SNOW Balance Sheet: Total debt stands at $2688M. The company's debt increased in Q3 2024 due to the issuance of $XXX billion in X% convertible senior notes split into $XXXX billion due in 2027 and $XXXX billion due in 2029. However Snowflake holds $3911M in cash and cash equivalents keeping the balance sheet stable"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1934574924355785140) 2025-06-16 11:32:59 UTC 6330 followers, XXX engagements "$MELI Q1'25 Results: $5935M rev (+37.0% YoY +37.4% LQ) beat est by XXX% GM (46.7% -XXX PPs YoY)🟡 Operating Margin (12.9% +0.7 PPs YoY) FCF Margin (12.8% -XXXX PPs YoY)🟡 Net Margin (8.3% +0.4 PPs YoY) EPS $XXXX beat est by XXXX% Dilution Basic shares down XXX% YoY -XXX PPs QoQ🟢 Diluted shares down XXX% YoY +0.6 PPs QoQ🟢 Pros Revenue up +37% YoY beat est. by XXX% EPS $XXXX crushed est. by XXXX% FX-neutral revenue growth +64% YoY Fintech MAUs surged +31% YoY to 64M TPV grew +43% YoY to $58.3B Argentina FX-neutral GMV +126% YoY Cons FCF margin dropped to XXXX% -18.7pp Provision for credit"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1920316486360707159) 2025-05-08 03:15:02 UTC 6333 followers, 1288 engagements "$PLTR Q4'24 Results: $828M rev (+36.0% YoY +30.0% LQ) beat est by XXX% Gross Margin* (82.9% -XXX PPs YoY)🟡 Operating Margin* (35.4% +1.0 PPs YoY) Adj FCF Margin (62.5% +12.4 PPs YoY)🟢 Net Margin (9.5% -XXX PPs YoY)🟡 EPS* $XXXX beat est by 27.3%🟢 *non-GAAP Dilution SBC/rev XX% +14.4 PPs QoQ Basic shares up XXX% YoY +1.3 PPs QoQ🔴 Diluted shares up XXX% YoY +1.5 PPs QoQ🔴 Guidance Q1'25 $XXXXX - $862.0M guide (+35.6% YoY) beat est by XXX% $3741.0 - $3757.0M FY guide (+30.8% YoY) beat est by XXX% Pros: U.S. revenue grew XX% YoY strong commercial gains. Closed $803M in U.S. commercial TCV up"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1886631975479599347) 2025-02-04 04:24:49 UTC 6334 followers, 3551 engagements "Micron Technology $MU Micron Technology is a global provider of memory and storage solutions specializing in DRAM NAND flash and emerging memory technologies. The company recently broke ground on a new High-Bandwidth Memory (HBM) advanced packaging facility in Singapore with a $X billion investment over several years to meet AI data center demand. Its strategic edge lies in advanced memory technologies including the worlds first X (1-gamma) node-based LPDDR5X for flagship smartphones and 12-layer stacked 36GB HBM4 samples delivered to major customers. Micron also announced expanded U.S."  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860611902255549) 2025-07-17 14:58:16 UTC 6334 followers, XXX engagements "Analog Devices $ADI Analog Devices generates over $X billion in annual revenue with approximately 24000 employees worldwide. It operates under a hybrid manufacturing model combining internal fabs with external foundry partnerships including an expanded collaboration with TSMC for advanced 300mm capacity in Japan. Its analog portfolio delivers 12+ bits of resolution and 50+ MHz bandwidth with XX% of revenue coming from high-performance analog products. ADI targets growth in 5G infrastructure automotive electronics and industrial automation. A diversified base of 100000+ customers across"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860779116499183) 2025-07-17 14:58:56 UTC 6335 followers, XXX engagements "Intuit Inc. $INTU Intuit deploys AI agents across QuickBooks TurboTax and Credit Karma automating accounting tax filing and financial recommendations. Agents autonomously manage reports transactions and insights for SMBs. Its competitive edge stems from massive financial datasets enabling highly trained domain-specific agents. Intuit targets an underserved market with automation that reduces manual financial work creating strong cross-product network effects"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036496994537915) 2025-07-23 15:04:28 UTC 6334 followers, XXX engagements "@thexcapitalist $GOOGL still appears undervalued based on multiples while every segment of the company showed growth acceleration in Q2"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948750953835868529) 2025-07-25 14:23:28 UTC 6336 followers, 1126 engagements "Agentic AI Market Set to 10x by 2032Enterprise Automation Is Entering a New Phase Agentic AI revolution is the biggest shift in AI since the rise of LLMs. Unlike traditional models agentic AI systems act autonomouslyplanning reasoning and executing multi-step tasks with little to no human input. According to MarketsandMarkets the global agentic AI market will grow from $13.8B in 2025 to $140.8B by 2032 driven by real-world enterprise adoption. Margins could expand as companies shift from rule-based automation to autonomous systems that drive higher productivity with less oversight. But is"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036182866296970) 2025-07-23 15:03:13 UTC 6333 followers, 4297 engagements "$HOOD Robinhood Robinhood offers a commission-free trading platform for stocks and cryptocurrencies. In the first quarter of 2025 the company generated total net revenues of $XXX million a XX% increase year-over-year and a net income of $XXX million. Its funded customer base grew by X% to XXXX million. Robinhood's user-friendly interface and commission-free model provide a key competitive advantage attracting a large number of retail investors"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547394899714376) 2025-07-08 11:32:44 UTC 6333 followers, XXX engagements "@StockMarketNerd Mixed Q2 fom $TSLA. Revenue -XX% YoY beat est by XXX% but Inventory days climbed to 24demand pacing concern"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948228422548787314) 2025-07-24 03:47:06 UTC 6334 followers, XXX engagements "$TTD Q1'25 Results: $616M rev (+25.5% YoY +22.3% LQ) beat est by XXX% GM* (78.3% -XXX PPs YoY)🟡 Adj EBITDA Margin (33.8% +0.8 PPs YoY) Operating Margin* (29.7% +1.3 PPs YoY) FCF Margin (37.7% +1.8 PPs YoY) Net Margin (26.8% +0.1 PPs YoY) EPS* $XXXX beat est by XXXX% *non-GAAP ➡Customer Retention XX% (95% LQ) Operating expenses S&M*/Revenue XXXX% (-0.6 PPs YoY) R&D*/Revenue XXXX% (-1.4 PPs YoY) G&A*/Revenue XXXX% (-1.1 PPs YoY) Dilution SBC/rev XX% +3.4 PPs QoQ Basic shares up XXX% YoY +0.4 PPs QoQ Diluted shares down -XXX% YoY -XXX PPs QoQ🟢 Guidance Q2'25 $682.0M guide (+16.6% YoY) missed"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1920681645440725184) 2025-05-09 03:26:03 UTC 6331 followers, 1680 engagements "ASML Holding $ASML ASML leads the global lithography market essential for advanced semiconductor manufacturing. In Q2 2025 the company reported XXX billion in total net sales and XXX billion in net income fueled by persistent demand for extreme ultraviolet (EUV) systems. ASML maintains a monopoly position in EUV lithography having shipped its first TWINSCAN EXE:5200B High NA system. It continues to push litho performance especially for DRAM production. For 2025 ASML expects net sales to grow XX% year-over-year with XX% gross margins supported by strong AI-related demand. Its moat is built on"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860826193367071) 2025-07-17 14:59:07 UTC 6334 followers, XXX engagements "$IOT Samsara reported a Net Revenue Retention (NRR) of XXX% for customers with ARR over $10K. For customers with ARR over $100K NRR stood at XXX% in Q4 FY2024. In Q1 FY2025 management did not provide updated NRR data for large customers. For context the median NRR among SaaS companies I track is around XXX% so Samsara remains competitive on retention metrics"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492309686317082) 2025-07-16 14:34:46 UTC 6334 followers, XXX engagements "Intel $INTC Q2'25: Revenue Beat but Earnings Miss and Margins Under Pressure Intel reported Q2 revenue of $12.86B edging past estimates of $11.95B and up slightly YoY. The top-line growth was supported by continued momentum in its Data Center & AI (+3.5% YoY) and Foundry (+3.2%) segments. Client Computing however declined 3.3%. Gross margin came in at XX% down XXX percentage points YoY. Notably Intel is investing aggressively in R&D29% of revenue this quarter the highest in recent memory. This long-term orientation aligns with its foundry and AI ambitions. EBITDA margin improved slightly to"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948691971381526565) 2025-07-25 10:29:05 UTC 6336 followers, 1632 engagements "@StockSavvyShay @fiscal_ai $GOOGL Cloud revenue growth accelerated to +32% YoY and operating margin expanded to 21%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948383444989358503) 2025-07-24 14:03:07 UTC 6333 followers, XXX engagements "Thoughts on Netflix Earnings Report $NFLX: 🟢 Positive Revenue reached $11.079B in Q2 up +15.9% YoY and +5.1% QoQ beating estimates by 0.3%. EPS of $XXXX up YoY and beating estimates by 1.6%. Operating margin rose to XXXX% up +6.8 percentage points YoY. Gross margin expanded to XXXX% (+6.1 pps YoY) and free cash flow margin reached XXXX% (+7.8 pps YoY). Net margin improved to XXXX% up +5.7 pps YoY. Q3 revenue guidance of $11.5B +17.0% YoY above consensus by 2.2%. Ad business on track to double revenue in 2025; global ad tech stack rollout completed. Netflix Ad Suite fully deployed;"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946171361464095184) 2025-07-18 11:33:05 UTC 6337 followers, 2168 engagements "@MMMTwealth Google Cloud revenue growth accelerated to +32% YoY and operating margin expanded to 21%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948365773073768666) 2025-07-24 12:52:53 UTC 6336 followers, 3306 engagements "@Beth_Kindig $ORCL could very well become the next $X trillion company with its infrastructure cloud services revenue growing +19.4% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946259536613929341) 2025-07-18 17:23:27 UTC 6333 followers, 1134 engagements "$ASML Q225: Margin Expansion & XX% Bottom Line Growth ASML just delivered a solid Q2 print with both growth and profitability moving in the right direction. Revenue came in at $7.69B up XXXX% YoY an acceleration from +16% last quarter. Gross margins expanded XXX bps to XX% with operating income growing XXXX% YoY reaching XX% margin. Net income followed suit up XXXX% YoY clocking in at XX% net margin. EPS surged XXXX% to $XXXX. The margin improvement story is hard to ignore. R&D intensity fell XXX bps YoY and SG&A decreased as a % of revenue as well. EBITDA margin reached XX% up nearly 500"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945448472532135980) 2025-07-16 11:40:35 UTC 6329 followers, 1870 engagements "$PANW Revenue by Segment: XX% of the companys revenue comes from Subscription and Support while XX% is from Product Revenue. Subscription and Support revenue growth continues to slow reaching +15.2% YoY in Q1 with a gross margin of 75.4%. Product Revenue growth showed a recovery at +15.8% YoY after a decline in Q2 2024 though the gross margin increased to 78.4%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309777752887457) 2025-07-21 14:56:44 UTC 6334 followers, XX engagements "Qualcomm Incorporated $QCOM Qualcomm designs technologies across 5G AI and wireless communications. In Q2 2025 GAAP revenue hit $XXXXXX billion up XX% year-over-year fueled by diversification beyond handsets. The company targets $XX billion in non-handset revenues by fiscal 2029. Qualcomm acquired Alphawave Semi for $XXX billion on June XX 2025 expanding data center AI capabilities. Its Cloud AI XXX Ultra chipset supports hyperscalers and AI inference. Snapdragon platforms now power on-device AI across PCs XR headsets and automotive with AI-enabled chips projected to generate over $XX billion"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860906468130949) 2025-07-17 14:59:27 UTC 6337 followers, XXX engagements "$TSLA Key points from Teslas Second Quarter 2025 Earnings Call: Financial Performance: Tesla reported XX% QoQ growth in automotive revenue for Q2 2025 exceeding a XX% rise in deliveries. Gains were driven by higher ASPs led by the refreshed Model Y. A $284M Bitcoin gain offset a prior $125M Q1 loss. Gross margins improved supported by model mix and fixed-cost leverage though impacted by tariffs. Free cash flow was $146M and CapEx was raised to over $9B for AI robotics and manufacturing. Automotive: The refreshed Model Y led global sales in June in several European countries. Tesla began early"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948375165391561126) 2025-07-24 13:30:13 UTC 6334 followers, 1221 engagements "$NFLX Management comments on the earnings call. Product Innovations Greg Peters Co-Chief Executive Officer Our new experience is already delivering better performance than we saw in prelaunch testing. That gives us increased confidence that this new UI will drive improved content discovery and engagement in relatively short order. Streaming Platform Greg Peters Co-Chief Executive Officer Retention remains stable and industry-leading. Plan mix and take rates have seen no significant shifts and the price changes since last quarter have landed as expected. Live Events and Sports Ted Sarandos"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946207856963031329) 2025-07-18 13:58:06 UTC 6331 followers, 1321 engagements "Salesforce Inc. $CRM Salesforce powers agentic AI through Einstein and its Agentforce initiative automating sales service and marketing workflows. Agents qualify leads run campaigns and manage escalations while maintaining lifecycle context. With low-code tools and pre-built agents deployment is fast. Salesforces strength lies in its customer data platform and vertical integrations supported by a vast ecosystem of partners. Agentforce drives value through high context retention and vertical customization"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036559577772203) 2025-07-23 15:04:43 UTC 6335 followers, XXX engagements "Snowflake Inc. $SNOW Snowflake has evolved into a full data cloud platform with DevOps capabilities. Its unified data-centric architecture removes the need for fragmented tooling across data engineering app development and AI/ML workflows. In 2024 Snowflake introduced Database Change Management and Git integration allowing declarative development and simplified pipeline states. Snowflake Trail provides built-in telemetry and observability without agent setup. AI-powered SQL cuts query dev time by 3040% and reduces syntax errors. Integration with Datadog Grafana and PagerDuty enhances its"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944740717408260334) 2025-07-14 12:48:13 UTC 6333 followers, XXX engagements "How Google Makes Money: $96B in a Quarter and Still Accelerating $GOOGL Google posted $96.4B in Q225 revenue up +13.8% YoY and comfortably ahead of estimates. Growth came from nearly every directionSearch YouTube Cloud Subscriptionsall clicking at double-digit rates. Margins remain strong: Gross margin hit XXXX% up +1.4pps YoY. Operating margin came in at XXXX% stable and efficient for a business of this scale. Net margin expanded to XXXX% adding another 1.4pps. EPS of $XXXX beat by XXX% even with heavier R&D and G&A spend. Dig into the revenue mix: Search is still the king: $54.2B (+11.7%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948722679156273164) 2025-07-25 12:31:06 UTC 6336 followers, 1516 engagements "@davey_juice Do you mean a similar chart EV/Sales relative to projected revenue growth but adjusted by subtracting share dilution from the growth rate Or something else"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1949145034231615872) 2025-07-26 16:29:24 UTC 6336 followers, XX engagements "$ISRG Q2: Strong Top-Line Beat +21.4% Revenue Growth Margins Rebound Intuitive Surgical delivered a solid Q2 with revenue up +21.4% YoY to $2.44B beating estimates of $2.35B. EPS of $XXXX crushed the $XXXX consensus. Net income rose +25% YoY while EPS climbed +24%. Operating leverage showed throughoperating income jumped +31% pushing operating margin to XX% (+2.2pps YoY). EBITDA margin expanded to XX% (+2.5pps) supporting the case for improving profitability as scale continues to build. SG&A and R&D as a percentage of revenue declined by 3.1pps and 1.1pps respectivelyshowing disciplined"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947973132742189559) 2025-07-23 10:52:41 UTC 6328 followers, 2133 engagements "@nataninvesting Strong Q2 from $GOOGL Revenue growth +13.8% YoY YouTube ads +13.1% YoY Cloud growth +32% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948341657247563979) 2025-07-24 11:17:04 UTC 6334 followers, XXX engagements "Google $GOOGL Googles streaming dominance is driven by YouTube the worlds largest video platform. In 2025 AI-enhanced recommendations and vertical video formats extend its reach across devices and demographics. YouTube's role in connected TV surges delivering value in younger harder-to-reach audiences. Googles proprietary AI optimizes creative measurement and ad targeting at scale. Enhanced infrastructure through Google Cloud boosts video delivery performance. Competitive edge comes from YouTubes creator ecosystem cross-platform integration and data-driven monetization"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636134080610789) 2025-07-22 12:33:34 UTC 6322 followers, XXX engagements "JFrog Ltd. $FROG JFrog powers the software supply chain with universal repository management across 40+ package types. Artifactory and Xray deliver continuous security scanning and license compliance. JFrogs hybrid model supports open-source SaaS and self-managed deployments across all major clouds. The company has 100+ enterprise customers in China underscoring APAC expansion. Integrations with major CI/CD tools reinforce its ecosystem strength. JFrog optimizes SDLC via robust artifact management version control and automated delivery. Security integration addresses shifting compliance left"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944740794768011636) 2025-07-14 12:48:31 UTC 6337 followers, XXX engagements "$TSM: Net Income Surges +61% as HPC Demand Powers Record Margins TSMC just dropped a blowout Q2 XX. Net income rose XXXX% YoY to NT$398B. EPS hit $XXXX beating by 16%. Revenue came in at $30.1B slightly above the Street but its the margin profile that really tells the story. Gross margin expanded to XX% (+540bps YoY) and operating margin hit 50%a staggering 710bps improvement. Net margin climbed to XX% up 590bps YoY. EBITDA margin reached 70%. This is the highest quality earnings leverage in the foundry space right now. Whats driving it High Performance Computing (HPC). Revenue from HPC"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946180985877610759) 2025-07-18 12:11:19 UTC 6334 followers, XXX engagements "@StockMarketNerd Strong Q2 from $GOOGL revenue growth +13.8% YoY YouTube ads +13.1% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948223103336628325) 2025-07-24 03:25:58 UTC 6333 followers, XXX engagements "$TSLA Tesla Management comments on the earnings call. Financial Performance Vaibhav Taneja Chief Financial Officer "Despite reduction in regulatory credit revenue total automotive revenue increased by XX% sequentially even though total deliveries only improved 14%. This was primarily due to improved ASPs because of the new Model Y." Capital Allocation Vaibhav Taneja Chief Financial Officer "Our latest expectation for the year in terms of CapEx is in excess of $X billion." Robotaxi Deployment Elon Musk Chief Executive Officer "We were able to successfully launch RoboTaxi providing our first"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948413645354107047) 2025-07-24 16:03:07 UTC 6334 followers, 1251 engagements "A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for next year. Trading at a premium: $MSFT. Trading below average valuation: $GTLB $MDB $TEAM $AMZN"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944740700874227986) 2025-07-14 12:48:09 UTC 6334 followers, XXX engagements "@InvestingVisual Ill be closely watching the quarterly reports from $MSFT $AMZN $AAPL and $MELI. $MELI is one of the largest positions in my portfolio"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948727342349562132) 2025-07-25 12:49:38 UTC 6336 followers, XXX engagements "@StockSavvyShay Mixed Q2 fom $TSLA. Revenue -XX% YoY beat est by XXX% but Free cash flow cratered to $146M -XX% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948229573486797014) 2025-07-24 03:51:41 UTC 6334 followers, XXX engagements "Asana $ASAN Asana supports task-based CRM use cases through a flexible work management platform serving teams across the customer lifecycle. It integrates with Salesforce Zendesk and HubSpot streamlining sales workflows. CRM functionality is embedded through project templates custom pipelines and automated triggers tied to events in Salesforce. Asanas flexible architecture allows tracking deals linking goals to business outcomes and enabling cross-functional collaboration. Automation kicks off onboarding workflows and syncs teams across sales support and service. Asanas lightweight CRM model"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945124081478852670) 2025-07-15 14:11:34 UTC 6322 followers, XXX engagements "$TSLA Q2'25 Earnings Preview Consensus Estimates: Revenue $21940M (-14.0% YoY) EPS $XXXX (-23.1% YoY) If $TSLA missed estimates by -XXX% (same as last quarter) Q2'25 Revenue Growth will be -XXXX% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947605066011353593) 2025-07-22 10:30:07 UTC 6331 followers, 4558 engagements "Thoughts on Tesla Earnings Report $TSLA: 🟢 Positive +19% QoQ automotive revenue vs. +14% deliveries; ASP gains led by refreshed Model Y Record energy gross profit and 9600 MWh deployed (+2.1% YoY) XX% FSD adoption growth post v12/v13; internal data: 10x safer than human driving $2789M energy revenue +5.8 pp energy GM YoY to XXXX% Dojo X and AI5 chip launching in 2026 targeting 100000 H100-equivalent scale CyberCab cost target: $0.25$0.30 per mile below human-driven ride-hailing Optimus prototypes due end-2025; scaling to 100000 units/month in X years $284M Bitcoin gain in Q2 reversing prior"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948360542713962786) 2025-07-24 12:32:06 UTC 6335 followers, 1333 engagements "SaaS companies* are typically evaluated based on the EV/Sales multiple relative to their projected revenue growth for the next year. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future potential rather than just its current performance. Additionally understanding forward growth helps investors make informed decisions by comparing a companys projections with its industry peers and market expectations providing a clearer view of its growth trajectory. I also include data on Operating Margin in the chart"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1949084830005960842) 2025-07-26 12:30:10 UTC 6336 followers, XXX engagements "$MNDY: Undervalued Founder-Led Scaling $1B+ ARR Into a $101B Market. Monday is up XXXX% YTD while S&P500 +6.5%. Should you invest now Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945088506285711616) 2025-07-15 11:50:12 UTC 6321 followers, 3874 engagements "$NFLX Q2'25 Earnings Preview Consensus Estimates: Revenue $11041M (+15.5% YoY) EPS $XXXX (+45.1% YoY) If $NFLX beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +15.9% YoY Management Guidance: Q2'25 $11.0B guide (+15.4% YoY)"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945482835860902237) 2025-07-16 13:57:08 UTC 6333 followers, 2363 engagements "@ZaStocks $RDDT +61.5% YoY revenue growth in Q1 is impressive"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948777337077502180) 2025-07-25 16:08:18 UTC 6336 followers, 2123 engagements "@BourbonCap Analysts are forecasting the highest revenue growth for DLocal $DLO among fintech companies next year"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948744544641499393) 2025-07-25 13:58:00 UTC 6336 followers, XXX engagements "$FOUR Shift4 Payments Shift4 Payments provides a comprehensive ecosystem of commerce technologies simplifying complex payment environments for businesses globally. In the first quarter of 2025 the companys gross revenue less network fees grew XX% to $XXX million while payment volume increased XX% year-over-year to $XX billion. This performance is driven by its end-to-end integrated payments solution which serves hundreds of thousands of businesses across diverse industries from major stadiums and hotels to restaurants and online brands"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547320056561776) 2025-07-08 11:32:26 UTC 6337 followers, XXX engagements "@BigBullCap Long $TTD. Analysts forecast revenue growth at +18.0% for 2025 and +18.8% for 2026. 💪"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947641452512563703) 2025-07-22 12:54:42 UTC 6333 followers, XXX engagements "MongoDB Inc. $MDB MongoDB now operates as a comprehensive data platform aligned with DevOps and AI/ML workflows. The document model supports both transactional and analytical workloads. MongoDB Atlas Data Lake enables federated querying across S3 and cloud environments. Real-time processing through sharding and aggregation pipelines supports built-in ETL operations. Change streams provide real-time data modification alerts. Multi-cloud deployment spans 115+ regions with flexible support for AWS Azure and GCP. MongoDB supports diverse data types including text images and video streamlining"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944740778552775012) 2025-07-14 12:48:27 UTC 6334 followers, XXX 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"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547243363622954) 2025-07-08 11:32:08 UTC 6337 followers, 4800 engagements "@Brian_Stoffel_ Mixed Q2 fom $TSLA. Revenue beat est by XXX% but Inventory days climbed to XX and Gross margin slipped to 17.2%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948229793528308151) 2025-07-24 03:52:33 UTC 6334 followers, XXX engagements "$PLTR Q4'24 Earnings Preview Consensus Estimates: Revenue $771M (+26.7% YoY) EPS $XXXX (+37.5% YoY) If $PLTR beat estimates by XXX% (same as last quarter) Q4'24 Revenue Growth will be +31.3% YoY Management Guidance: Q4'24 $XXX - $771M guide (+26.4% YoY) $2805 - $2809M FY guide (+26.2% YoY) raised by 2.15%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1886258425610535207) 2025-02-03 03:40:28 UTC 6330 followers, 1318 engagements "The Americas region accounts for XX% of total revenue making it $PANW Palo Altos largest market with revenue growing +12% YoY in Q1. The EMEA region contributes XX% of total revenue with growth accelerating to +20% YoY. The APAC region remains the smallest by revenue but its growth also accelerated to +23% YoY. Both EMEA and APAC are growing faster than the company's overall revenue growth rate a sign of expanding international momentum"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309799059943740) 2025-07-21 14:56:50 UTC 6334 followers, XXX engagements "$GOOGL $GOOG Q2'25 Results: $96428M rev (+13.8% YoY +6.9% QoQ) beat est by XXX% 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 $XXXX beat est by XXX% Segment Revenue ➡Google Search $54190M rev (+11.7% YoY XXXX% of Rev)🟡 ➡YouTube ads $9796M rev (+13.1% YoY XXXX% of Rev)🟡 Google Network $7354M rev (-1.2% YoY XXX% of Rev)🟡 ➡Google advertising $71340M rev (+10.4% YoY XXXX% of Rev)🟡 Google subscriptions $11203M rev (+20.3% YoY XXXX% of Rev)🟢 ➡Google Services $82543M rev (+11.7% YoY XXXX% Op Margin"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948344430337081502) 2025-07-24 11:28:05 UTC 6334 followers, 1694 engagements "Thank you. According to SBC I believe it's important to evaluate the level of SBC relative to expected growth and also to track the SBC/Revenue trend over time. If the ratio is decreasing thats a healthy dynamic. A good example of poor SBC discipline is $CFLT they have one of the highest SBC/Revenue ratios among SaaS companies combined with slowing revenue growth which makes it even more concerning"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945106850619232277) 2025-07-15 13:03:06 UTC 6333 followers, XXX engagements "CrowdStrike Holdings Inc. $CRWD CrowdStrikes Falcon platform runs autonomous endpoint agents that detect investigate and neutralize threats using behavioral AI. Agents work at the kernel level allowing real-time system-wide monitoring. With coverage of millions of endpoints its global intelligence improves continuously. CrowdStrikes lightweight agent design ensures rapid deployment and minimal system impact offering operational efficiency and superior protection"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036338189754757) 2025-07-23 15:03:50 UTC 6333 followers, XXX engagements "Amazon $AMZN Amazon Prime Video operates as the most visited pay TV platform tied to over XXX million Prime members across 9000+ devices. It serves as both a content provider and subscription aggregator. The unified billing system and app integration simplify access to premium channels like HBO Max Apple TV+ and Paramount+. In one year XXX million HBO Max subscribers joined via Prime Video. Heavy AI investment drives personalized recommendations and channel customization. Starting October 2025 Prime Video will stream NBA games expanding into live sports. Full Prime membership at $14.99/month"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636166934860196) 2025-07-22 12:33:42 UTC 6329 followers, XXX engagements "$PANW's non-GAAP operating expenses have decreased primarily due to reduced Sales & Marketing (S&M) spending which declined from XX% two years ago to 30%. 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 4%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309884695019890) 2025-07-21 14:57:10 UTC 6334 followers, XXX engagements "$NOW Q2'25 Results: $3215M rev (+22.4% YoY +18.6% LQ) beat est by XXX% Gross Margin* (81.0% -XXX PPs YoY)🟡 Operating Margin* (29.7% +2.3 PPs YoY) FCF Margin (16.6% +3.0 PPs YoY) Net Margin (12.0% +2.0 PPs YoY) EPS* $XXXX beat est by 14.2%🟢 *non-GAAP Subscription Revenue $3113.0M Subscription rev (+22.5% YoY) Subscription GM* (80.6% -XXX PPs YoY) Key Metrics RPO $10.92B (+24.4% YoY)🟢 RPO $23.90B (+28.5% YoY)🟢 ➡Renewal Rate XX% (98% LQ) Average ACV of $5M+ ACV Customers $14.50M (+7.4% YoY) Customers XXX customers $5M+ ACV (+19.7% YoY +20) Operating expenses S&M*/Revenue XXXX% (-0.9 PPs YoY)"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948330842130207103) 2025-07-24 10:34:05 UTC 6333 followers, 1164 engagements "$IOT Samsara trades at a Forward P/E of XXXX with revenue growth of XXXX% YoY in the last quarter. The EPS growth forecast for 2026 is +25.3% with a P/E of XXXX resulting in a 2026 PEG ratio of XXX. For 2027 EPS is expected to grow +26.8% with a P/E of XXXX and a PEG ratio of XXX still on the higher side. That said Samsara only became non-GAAP profitable in 2023 and remains in the early stages of its growth story which partly justifies the premium valuation"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492172620566863) 2025-07-16 14:34:14 UTC 6333 followers, XXX engagements "Let's consider the Rule of XX metric for evaluating SaaS* companies compared to valuation by EV/S multiple (next year). The Rule of XX helps investors balance growth and profitability offering deeper insights into company efficiency unlike EV/S multiples which reflect only revenue expectations. Combining both metrics ensures you're paying a fair price for sustainable high-quality growth rather than chasing top-line expansion alone. A company meeting or exceeding the XX% threshold is generally viewed positively attracting investors who value both growth and profitability. In this analysis I've"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944765597147099582) 2025-07-14 14:27:05 UTC 6333 followers, 4750 engagements "@BigBullCap Strong Q2 from $GOOGL revenue growth +13.8% YoY beat est by 2.7%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948222135555481951) 2025-07-24 03:22:07 UTC 6334 followers, XXX engagements "Palo Alto Networks Inc. $PANW Palo Altos AI agents continuously monitor user behavior endpoint activity and network traffic to coordinate real-time threat response. Agents act independently to detect and mitigate complex attacks while maintaining audit trails and explainability. Trained on decades of threat intelligence the system learns from a vast customer base creating strong network effects. Its integrated security architecture and low-friction automation provide a powerful defensible position"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036465969213670) 2025-07-23 15:04:20 UTC 6329 followers, XXX engagements "$IOT Balance Sheet: Total debt stands at $82M while Samsara holds $698M in cash and cash equivalents exceeding its total debt and ensuring a healthy balance sheet reflects a virtually debt-free balance sheet"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492416963969510) 2025-07-16 14:35:12 UTC 6334 followers, XXX engagements "@StockSavvyShay @Polymarket $GOOGL Cloud showed accelerating growth in Q2 reaching +32% YoY while Google is successfully driving its horizontal AI agent strategy through Gemini models and Vertex AI Agent Builder"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948799214051270983) 2025-07-25 17:35:14 UTC 6335 followers, 1552 engagements "Streaming platform industry remains one of the fastest-growing areas in digital entertainment with strong momentum across multiple segments. According to ResearchAndMarkets the global video streaming market is expected to grow from $XXXXXX billion in 2024 to $XXXXXX billion in 2025 reflecting a XXXX% CAGR. Within the category Subscription Video-on-Demand (SVoD) is projected to generate $XXXXXX billion in global revenue by 2025. Meanwhile the live streaming platform segment valued at $XXXXX billion in 2024 is growing even faster with a XXXX% CAGR outpacing traditional VOD models. The growth is"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947635986927915066) 2025-07-22 12:32:59 UTC 6337 followers, 2339 engagements "$TTD The Trade Desk holds a strong competitive moat built on economies of scale a very strong network effect and high switching costs. Its $616M Q1 2025 revenue and XX% retention rate reflect operational scale and customer loyalty. As the leading independent DSP it benefits from a self-reinforcing ecosystem across the open internet especially in CTV. The Kokai platform and UID2 strengthen its IP position though rapid tech shifts demand constant innovation. Deep platform integration and mission-critical performance create substantial frictionfor clients to switch"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1943653885794820604) 2025-07-11 12:49:32 UTC 6331 followers, XXX engagements "Datadog Inc. $DDOG Datadog supports AI agent observability via its AI Agents Console offering performance monitoring decision path analytics and behavior insights. LLM Experiments allow testing and debugging prior to deployment. Datadogs real-time metrics are critical for safe large-scale agent rollouts. Its platform neutrality enables observability regardless of backend infrastructure making it essential for production-grade agent governance"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036383291122143) 2025-07-23 15:04:01 UTC 6336 followers, XXX engagements "PubMatic Inc. $PUBM PubMatic's strategic advantage centers on its independent supply-side platform status positioning it as the largest independent sell-side advertising company globally. The company reported Q1 2025 revenue of $XXXX million representing X% year-over-year growth with contribution ex-TAC reaching $XXXXX million up XX% year-over-year. The platform's competitive edge strengthens through Connected TV market dominance. PubMatic holds the X position in CTV SSP market share in both the US and Canada with CTV revenue growing over XX% year-over-year in Q1 2025. Supply Path"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1943634564573970434) 2025-07-11 11:32:45 UTC 6333 followers, XXX engagements "@StockSavvyShay Long $CRWD $TTD $NET $SHOP and $AXON"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1949067718138732863) 2025-07-26 11:22:10 UTC 6336 followers, 1207 engagements "Fintech sector is one of the fastest-growing and most promising attracting a wave of high-tech companies. However competition is intense and identifying the market leaders is key. The global fintech market is valued between $209.7B and $340.1B in 2024 with forecasts projecting it will exceed $X trillion over the next decade. Analysts estimate a CAGR between XX% and XX% driven by rapid digital transformation and innovation. According to Market Data Forecast the market could grow from $209.7B to $1.58T by 2033 reflecting a XXXXX% CAGR. Digital adoption is the core growth driver. In 2024 digital"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547224996765909) 2025-07-08 11:32:03 UTC 6334 followers, 65.9K engagements "HubSpot Inc. $HUBS HubSpot integrates agents through Breeze Agents supporting SMBs with automation across support marketing and sales. Agents manage interactions content workflows and campaign orchestration. HubSpots UI simplicity and unified CRM stack deliver agent utility across the full customer lifecycle. Its integration ecosystem broadens function and reach enabling highly tailored automation for small businesses lacking large-scale IT support"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036398352843191) 2025-07-23 15:04:04 UTC 6336 followers, XXX engagements "AMC Entertainment $AMC AMC operates XXX theaters and 10000 screens globally offering a unique value within the streaming ecosystem through theatrical distribution. In July 2025 AMC reached a creditor agreement to strengthen its balance sheet supported by strong box office performance. Its competitive edge lies in premium format offerings and theater upgrades. AMC enhances content visibility and cultural relevance through exclusive theatrical windows complementing streaming releases. Focus on large format experiences and improved food services positions AMC as a differentiated entertainment"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636189709930708) 2025-07-22 12:33:47 UTC 6329 followers, XXX engagements "Warner Bros Discovery $WBD In June 2025 WBD announced it will split into two public companies by mid-2026: one for streaming and studios (HBO Max Warner Bros) and another for global linear networks (CNN Discovery TNT). The restructuring allows the streaming unit to scale without legacy cable drag. Its strength lies in its premium content portfolio: HBO originals Warner films and DC content. Following its 2023 Max rebrand subscribers dropped by XXX million but strategic content remains a draw. In March 2025 WBD acquired a XX% stake in OSN Streaming for $XX million signaling global ambitions"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636256004878734) 2025-07-22 12:34:03 UTC 6337 followers, XXX engagements "$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 $XX million. The company's competitive edge is its simplicity predictable pricing and strong community support making it an accessible alternative to larger cloud providers"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547409458061584) 2025-07-08 11:32:47 UTC 6333 followers, XXX engagements "$GOOGL Management comments on the earnings call. Financial Momentum Anat Ashkenazi Chief Financial Officer We had another solid quarter in Q2. Consolidated revenue of $XXXX billion increased by 14%. Net income increased XX% to $XXXX billion and earnings per share increased XX% to $XXXX. Cloud Acceleration Sundar Pichai Chief Executive Officer We are seeing significant demand for our comprehensive AI product portfolio. The breadth of our offerings has been really driving demand. Cloud Scale & Commitment Anat Ashkenazi Chief Financial Officer Google Cloud backlog reached $XXX billion up 38%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948419677623140824) 2025-07-24 16:27:05 UTC 6336 followers, 1348 engagements "Synopsys $SNPS Synopsys leads in EDA software and semiconductor IP enabling chip design from concept to production. It received regulatory approval to acquire ANSYS enhancing simulation capabilities and completed advanced tape-outs with Samsung. The company forecasts Q3 revenue of $1.76$1.79 billion driven by demand for AI chip design tools. In Q3 2024 Synopsys posted $XXXXX billion in revenue up XX% YoY with non-GAAP EPS up XX% to $XXXX. Its AI-driven design automation and silicon-proven IP solutions reinforce its critical role across the semiconductor industry"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860795730182408) 2025-07-17 14:59:00 UTC 6337 followers, XXX engagements "$PANW Balance Sheet: Total debt stands at $806M while Palo Alto holds $3300M in cash and cash equivalents exceeding total debt and ensuring a healthy balance sheet"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309902642430030) 2025-07-21 14:57:14 UTC 6334 followers, XXX engagements "@Stock_Opine Great breakdown on $GOOGL and nice format for earnings analysis. 👍"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948745975436100094) 2025-07-25 14:03:41 UTC 6335 followers, XXX engagements "$NOW Q2'25 Earnings Preview Consensus Estimates: Revenue $3122M (+18.8% YoY) EPS $XXXX (+14.4% YoY) If $NOW beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +18.9% YoY Management Guidance: Q2'25 $3030 - $3035M guide (+19.3% YoY) $12640 - $12680M FY guide (+18.9% YoY) raised by 0.04%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947258771094548777) 2025-07-21 11:34:04 UTC 6334 followers, 5731 engagements "@BigBullCap If $GOOGL beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +11.9% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947630643053047838) 2025-07-22 12:11:45 UTC 6334 followers, XXX engagements "Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946577787713937803) 2025-07-19 14:28:04 UTC 6334 followers, 1899 engagements "$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 also remains elevateddespite a slight decline the weighted-average number of basic common shares outstanding is still relatively high having increased by XXX% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309922401788376) 2025-07-21 14:57:19 UTC 6334 followers, XXX engagements "$IOT Samsara is seeing a slowdown in Annual Recurring Revenue (ARR) growth which came in at +30.6% YoY in Q1 roughly in line with the companys revenue growth"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492327222620492) 2025-07-16 14:34:50 UTC 6334 followers, XXX engagements "$TSLA Q2'25 Financial Results $22496M rev (-11.8% YoY -XXX% LQ) beat est by XXX% GM (17.2% -XXX PPs YoY)🟡 Adjusted EBITDA Margin (15.1% +0.7 PPs YoY) Operating Margin (4.1% -XXX PPs YoY)🟡 FCF Margin (0.6% -XXX PPs YoY)🟡 Net Margin (5.2% -XXX PPs YoY)🟡 ➡EPS $XXXX in line with est Operating expenses S&M+G&A/Revenue XXX% (+1.1 PPs YoY) R&D/Revenue XXX% (+2.9 PPs YoY) Dilution SBC/rev X% -XXX PPs QoQ Basic shares up XXX% YoY -XXX PPs QoQ Diluted shares up XXX% YoY +0.0 PPs QoQ Pros EBITDA margin rose YoY to XXXX% showing op strength. $XXXX EPS matched street supported by cost mix shift."  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948227779415392328) 2025-07-24 03:44:33 UTC 6334 followers, 1714 engagements "Analysts forecast +21.8% revenue growth for $IOT in 2026 and +21.1% in 2027. 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"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492189938942144) 2025-07-16 14:34:18 UTC 6337 followers, XXX engagements "Arm Holdings $ARM Arm Holdings licenses processor architectures that power most mobile devices and is expanding into data centers. It recently surpassed $X billion in quarterly revenue for the first time driven by growing demand for Arm-based AI processors. Arms strategic advantage is its ubiquitous architecture and expanding platform including the Armv9 Edge AI for IoT. The company is evolving beyond IP licensing positioning for greater AI value capture. Analysts believe Arm may move into ASIC production potentially becoming a major player in custom AI chips. Strong partnerships and"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860713261785260) 2025-07-17 14:58:41 UTC 6334 followers, XXX engagements "$NFLX Q2'25 Results: $11.079B rev (+15.9% YoY +12.5% LQ) beat est by XXX% GM (51.9% +6.1 PPs YoY)🟢 EBIT Margin (34.1% +6.8 PPs YoY)🟢 FCF Margin (20.5% +7.8 PPs YoY) Net Margin (28.2% +5.7 PPs YoY)🟢 EPS $XXXX beat est by 1.6%🟢 KPI XXX% Share of US TV Viewing (-0.1 PPs YoY) Regional Breakdown $4.929B UCAN rev (+14.7% YoY XX% of Rev) $3.538B EMEA rev (+17.6% YoY XX% of Rev) $1.307B LATAM rev (+8.5% YoY XX% of Rev) $1.305B APAC rev (+24.1% YoY XX% of Rev) Operating expenses S&M/Revenue XXX% (-0.3 PPs YoY) R&D/Revenue XXX% (+0.0 PPs YoY) G&A/Revenue XXX% (-0.8 PPs YoY) Dilution SBC/rev X% -0.0"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946050907537584394) 2025-07-18 03:34:26 UTC 6334 followers, 1464 engagements "Over the past year $IOT Samsara has significantly improved its margins: Gross Margin rose from XXXX% to 78.5%. Operating Margin increased from XXX% to 13.9%. FCF margin increased from XXX% to 12.4%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492383002759549) 2025-07-16 14:35:04 UTC 6334 followers, XXX 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"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1949115766558904460) 2025-07-26 14:33:06 UTC 6335 followers, 1363 engagements "@StockSavvyShay @fiscal_ai $GOOGL Revenue by segments"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948341859220173201) 2025-07-24 11:17:52 UTC 6334 followers, XXX engagements "Texas Instruments $TXN Texas Instruments announced a $XX billion investment to build seven fabs in Texas and Utahthe largest foundational semiconductor buildout in U.S. history. The expansion will create 60000+ jobs and provide low-cost 300mm capacity for analog and embedded chips vital to most electronics. The Sherman Texas mega-site alone is receiving up to $XX billion for four fabs spanning XXX million square feet of cleanroom space. TI's vertically integrated model and long-standing partnerships with Apple Ford Medtronic NVIDIA and SpaceX provide a strong moat. Its domestic manufacturing"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860811026817176) 2025-07-17 14:59:04 UTC 6337 followers, XXX engagements "Lam Research Corporation $LRCX Lam Research supplies wafer fabrication equipment focused on deposition etch and clean technologies. In Q1 2025 revenue rose to $XXXX billion up XXX% sequentially with record foundry performance and XXXX% gross margin. Guidance for June 2025 projects $XXXX billion revenue and XXXX% non-GAAP gross margin. Lams strategic edge comes from its Striker SPARC ALD product and expanded use of ALTUS Halo Mo in 3D NAND. Its alignment with AI and memory innovation positions it well for the expected $XXX billion in 2025 wafer fabrication equipment spending"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860890018168908) 2025-07-17 14:59:23 UTC 6337 followers, XXX engagements "GitLab Inc. $GTLB GitLabs Duo Workflow now in private beta allows autonomous agents to manage DevOps pipelinescode refactoring testing deployment and vulnerability remediation. Agents operate across the full SDLC with visibility into decisions. GitLabs integrated platform reduces tool-switching and leverages project context for more effective agent-driven automation. It differentiates by embedding agentic functionality within a unified DevOps environment"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036352727293982) 2025-07-23 15:03:53 UTC 6329 followers, XXX engagements "Adobe Inc. $ADBE Adobe's strategic advantage lies in its comprehensive AI-powered marketing cloud platform that unites creativity and marketing capabilities. The company reported record Q2 2025 revenue of $XXXX billion representing XX% year-over-year growth with Digital Experience segment revenue reaching $XXXX billion. Adobe's competitive moat deepens through GenStudio for Performance Marketing a generative AI-first application that enables businesses to create on-brand paid social ads display ads and marketing emails at scale. The platform's extensibility framework connects with third-party"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1943634579648401715) 2025-07-11 11:32:49 UTC 6334 followers, XXX engagements "$IOT Q1'25 Results: $366.9M rev (+30.7% YoY +25.3% LQ) beat est by XXX% GM* (78.5% +1.6 PPs YoY)🟢 Operating Margin* (13.9% +11.7 PPs YoY) FCF Margin (12.5% +5.8 PPs YoY) Net Margin (-6.0% +7.7 PPs YoY) EPS* $XXXX beat est by 83.3%🟢 *non-GAAP Key Metrics ➡NRR $10K+ ARR XXX% (115% LQ) ➡ARR $1.54B (+30.6% YoY +78 net new ARR)🟡 ➡Billings $387M (+27.7% YoY)🟡 Customers ➡2638 $100k+ customers (+35.1% YoY +154) Operating expenses S&M*/Revenue XXXX% (-7.1 PPs YoY) R&D*/Revenue XXXX% (-2.0 PPs YoY) G&A*/Revenue XXXX% (-1.1 PPs YoY) Quarterly Performance Highlights Net New ARR $78M (+5.2% YoY) CAC*"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1930934707484786727) 2025-06-06 10:28:03 UTC 6329 followers, 1826 engagements "Key points from $NOW ServiceNows Second Quarter 2025 Earnings Call: Financial Performance: Q2 2025 subscription revenue was $3.113B up XXXX% YoY beating guidance by XXX bps. CRPO also rose 21.5%. Operating margin hit XXXX% (+250 bps) and free cash flow margin was XXXX% (+300 bps YoY). ServiceNow closed XX deals $1M including XX $5M. RPO ended at $23.9B (+25.5% YoY); current RPO reached $10.92B (+21.5%). Renewal rate remained 98%. Technology Workflows: Growth was driven by adoption across ITSM ITOM ITAM and Security. ITAM hit a record deal with XX% YoY ACV growth. ITOM Plus deal volume"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948367087573082488) 2025-07-24 12:58:07 UTC 6336 followers, 1013 engagements "A valuation chart based on the Forward EV/GP ratio relative to analysts' revenue growth forecasts for next year. Trading at a premium: $PLTR. Trading below average valuation: $GTLB $SNOW $HUBS $AMZN $PATH"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036201291960330) 2025-07-23 15:03:17 UTC 6337 followers, XXX engagements "@DividendDude_X $GOOGL showed growth acceleration across all segments in Q2. 💪"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948410322395488688) 2025-07-24 15:49:55 UTC 6335 followers, XXX engagements "@samsolid57 Long $NET it's my largest position in the portfolio. 🥳"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948778001010733274) 2025-07-25 16:10:56 UTC 6334 followers, XXX engagements "Snowflake Inc. $SNOW Snowflakes Intelligence platform enables business users to deploy autonomous agents that query and reason across structured and unstructured data. Its Data Science Agent automates analytics and ML workflows via conversational interfaces. Agents operate natively across AWS Azure and Google Cloud eliminating vendor lock-in. Snowflakes position at the data layer allows agents to access and reason over enterprise-wide information securely and at scale"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036323090350100) 2025-07-23 15:03:46 UTC 6333 followers, XXX engagements "SaaS companies* are typically evaluated based on the EV/Sales multiple relative to their projected revenue growth for the next year. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future potential rather than just its current performance. Additionally understanding forward growth helps investors make informed decisions by comparing a companys projections with its industry peers and market expectations providing a clearer view of its growth trajectory. I also include data on Operating Margin in the chart"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946548342655451201) 2025-07-19 12:31:04 UTC 6334 followers, 2928 engagements "$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"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492400794898890) 2025-07-16 14:35:08 UTC 6334 followers, XXX engagements "Taiwan Semiconductor Manufacturing Company $TSMC TSMC is the worlds largest dedicated semiconductor foundry holding a mid-60s market share. In Q2 2025 it posted record net revenue of NT$933.80 billion up XXXXX% YoY and net income of NT$398.3 billion up XX% driven by AI chip demand. Its strength lies in cutting-edge process tech. It currently manufactures 5nm chips in Arizona and is advancing 3nm and 2nm technologies. TSMC raised its 2025 revenue growth outlook to XX% in USD terms citing strong AI infrastructure demand. With fabs in Taiwan China and the U.S. and plans to open Japan Advanced"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860763127853477) 2025-07-17 14:58:52 UTC 6337 followers, XXX engagements "Applied Materials $AMAT Applied Materials is the global leader in materials engineering and chip manufacturing equipment. In Q2 2025 the company posted $XXX billion in revenue and $XXXX EPS slightly below estimates but demonstrating resilience. Its DRAM systems business grew to XX% of segment revenue in Q1 2025 up from XX% the prior quarter. Applied's strength lies in its broad portfoliowafer fabrication deposition and etch toolsenabling chipmakers to scale efficiently. Strategic partnerships with TSMC Samsung and Intel reinforce its leadership in AI chip production. Management flagged"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860842056241205) 2025-07-17 14:59:11 UTC 6334 followers, XXX engagements "$IOT Samsara is trading at a Forward EV/Sales multiple of XXXXX which is below its average of XXXXX. Currently Samsara is valued below its historical average Forward EV/Sales level and has declined from a local peak of 22x back in March 2025"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492156451627045) 2025-07-16 14:34:10 UTC 6334 followers, XXX engagements "Amazon Inc. $AMZN Amazon's advertising revenue reached $XXXXX billion in Q1 2025 representing XX% year-over-year growth and accounting for XXX% of total company revenue. The company's strategic advantage stems from its unique e-commerce data ecosystem and first-party purchase intent signals unavailable to competitors. Amazon's competitive moat expands through comprehensive first-party data capabilities spanning shopping behavior demographics and purchase history across 300+ million active customers. The platform's Demand-Side Platform (DSP) leverages proprietary approach to deterministic and"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1943634594944995727) 2025-07-11 11:32:53 UTC 6334 followers, XXX engagements "ServiceNow Inc. $NOW ServiceNow embeds agentic AI into its Now Platform via GenAI architecture and Now Assist agents. The AI Agent Studio launched in 2025 allows no-code low-code and pro-code agent creation. Agents automate ITSM HR and customer service workflows autonomously. AI Agent Orchestrator introduced in the Yokohama release chains agents across business modules for end-to-end workflow automation. ServiceNows value lies in zero-touch resolution proactive monitoring and deep integration into enterprise systems"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036368145518942) 2025-07-23 15:03:57 UTC 6334 followers, XXX engagements "@JonahLupton $APP has the highest Rule of XX among the companies Im currently tracking"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944991267206631744) 2025-07-15 05:23:48 UTC 6320 followers, 1750 engagements "The Trade Desks Competitive Advantage Is Widening The Trade Desk $TTD continues to build one of the most defensible moats in ad techsupported by economies of scale platform stickiness and strong network effects. With Q1 2025 revenue at $616M and customer retention above XX% the company's flywheel across the open internet looks increasingly hard to replicate. Lets break down Technology Leadership and Recognition 🧵👇"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1943687493746069941) 2025-07-11 15:03:05 UTC 6328 followers, 1927 engagements "Amazon Inc. $AMZN AWS leads cloud DevOps with services like CodePipeline CodeDeploy CodeCommit and CodeBuild. With XX regions and XX availability zones AWS offers unmatched global reach. The platform automates builds tests and deployments across industries enabling high-speed application delivery. Integration with 200+ managed services including Lambda SageMaker and IoT Core powers next-gen DevOps. Security features include encryption via KMS detection via GuardDuty and full compliance with ISO HIPAA and GDPR. AWS's pay-as-you-go pricing and Auto Scaling features reduce cost and complexity."  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944740840553001275) 2025-07-14 12:48:42 UTC 6333 followers, XXX engagements "$IOT Leads Connected OpsBut why Is the Stock Lagging S&P500 Samsara is down -XXXX% YTD while S&P500 up 62%. Should you invest now Lets examine the valuation revenue growth rate key metrics profitability and expenses. A short 🧵👇"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492138458062879) 2025-07-16 14:34:05 UTC 6334 followers, 3659 engagements "Advanced Micro Devices $AMD AMD provides high-performance computing solutions across CPUs GPUs and data center processors. It became the first company to tape out a 2nm chip using TSMCs advanced process for its next-gen EPYC Venice processor set for 2026. Its portfolio addresses both gaming and enterprise computing. Successful 5th Gen EPYC bring-up at TSMCs Arizona facility marked its first U.S. manufacturing push. The acquisition of ZT Systems strengthens AMDs AI server capacity and supply chain across Taiwan and the U.S. Focus on multi-core processing and energy efficiency distinguishes AMD"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860745302024599) 2025-07-17 14:58:48 UTC 6337 followers, XXX engagements "A valuation chart based on the Forward EV/Sales ratio relative to analysts' revenue growth forecasts for next year. Trading at a premium: $NFLX $AAPL. Trading below average valuation: $ROKU $FUBO $AMC"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636015373410533) 2025-07-22 12:33:06 UTC 6336 followers, XXX engagements "Valuation based on the Forward P/E ratio relative to analysts' EPS growth forecasts for next year. Trading at a premium: $PLTR $SNOW. Trading below average valuation: $NVDA $AMZN $ADBE"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036219637833951) 2025-07-23 15:03:22 UTC 6329 followers, XXX engagements "@Beth_Kindig If $GOOGL delivers a XXX% beat on estimates just like it did last quarter its Q225 revenue growth would reach +11.9% year-over-year"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948051461205815736) 2025-07-23 16:03:56 UTC 6331 followers, XXX engagements "Adobe Inc. $ADBE Adobes Firefly agents automate design content generation and campaign optimization in Creative and Experience Cloud. Agents assist with asset creation design refinement and brand consistency. Adobes massive creative dataset and deep user behavior insights power uniquely capable agents. Its vertical integration across creation delivery and optimization positions Adobe to dominate AI-enhanced creative workflows. The Creative Cloud ecosystem amplifies agent performance with scale and feedback"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036543224152078) 2025-07-23 15:04:39 UTC 6336 followers, XXX engagements "Analysts forecast $TTD's revenue growth at +18.0% for 2025 and +18.8% for 2026. Based on these projections The Trade Desk appears fairly valued on an EV/Sales basis relative to other digital advertising companies"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1943653819940012148) 2025-07-11 12:49:16 UTC 6328 followers, XXX engagements
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@SergeyCYW
"$IOT Samsara Shareholder Dilution: Stock-based compensation (SBC) expenses have been gradually declining over the past two years but in Q1 ticked up slightly to XX% of revenue which is still a relatively high level compared to typical SaaS benchmarks. Shareholder dilution remains elevated but still within acceptable limits with a modest improvement in Q1. The weighted-average basic shares outstanding increased by XXX% YoY"
@SergeyCYW on X 2025-07-16 14:35:16 UTC 6334 followers, XXX engagements
"$PANW Is the Growth Cycle Re-Accelerating Palo Alto is down -XXX% in past month while S&P500 up +4.5%. Should you invest now Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇" @SergeyCYW on X 2025-07-21 14:56:06 UTC 6333 followers, 1952 engagements
"Thoughts on Google Earnings Report $GOOGL: 🟢 Positive Revenue grew +13.8% YoY to $96.4B beating estimates by XXX% EPS rose +22% YoY to $XXXX beating estimates by XXX% Net income increased +19% YoY to $28.2B Google Cloud revenue jumped +31.7% YoY to $13.6B with XXXX% operating margin Google subscriptions revenue surged +20.3% YoY to $11.2B Free cash flow for trailing XX months: $66.7B Cloud backlog reached $106B up +38% YoY YouTube Ads grew +13.1% YoY to $9.8B Shorts monetization exceeded in-stream in some regions Gemini app MAUs hit 450M daily usage up +50% QoQ Diluted shares down -XXX% YoY" @SergeyCYW on X 2025-07-24 13:01:27 UTC 6335 followers, 1912 engagements
"@davey_juice $PLTR is more than twice as expensive as the most expensive stock on the chart $NET. 🤪" @SergeyCYW on X 2025-07-26 16:21:17 UTC 6336 followers, XXX engagements
"@smartfinapp Agreed strong quarter from $GOOGL. The increase in CapEx investment is a move to strengthen its competitive position and in my view thats a positive long-term signal" @SergeyCYW on X 2025-07-24 14:29:46 UTC 6328 followers, XX engagements
"Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative" @SergeyCYW on X 2025-07-05 14:33:03 UTC 6337 followers, 3735 engagements
"$GOOGL $GOOG Q2'25 Results: $96428M rev (+13.8% YoY +6.9% QoQ) beat est by XXX% 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 $XXXX beat est by XXX% Dilution SBC/rev X% +0.1 PPs QoQ Basic shares down -XXX% YoY +0.1 PPs QoQ🟢 Diluted shares down -XXX% YoY -XXX PPs QoQ🟢 Pros Revenue beat with XXXX% YoY growth shows strong momentum. Cloud growth +32% YoY highlights expanding AI demand. EPS beat by XXX% reinforces efficient profit scaling. Operating margin held strong at XXXX% amid legal charges." @SergeyCYW on X 2025-07-24 03:20:52 UTC 6334 followers, 1375 engagements
"$MELI MercadoLibre MercadoLibre a Latin American e-commerce leader has a rapidly expanding fintech arm Mercado Pago. The synergy between its commerce and financial services creates a powerful ecosystem with strong network effects. In the first quarter of 2025 the fintech business grew its monthly active users by XX% year-over-year to XX million. Fintech revenues reached $XXXX billion in the quarter accounting for XXXX% of the company's total revenue. This integration is MercadoLibre's key competitive advantage; users engaged with the fintech platform tend to use more financial products and" @SergeyCYW on X 2025-07-08 11:32:19 UTC 6334 followers, 1051 engagements
"Semiconductor industry continues a robust trajectory with global sales projected to reach $XXXXX billion in 2025 reflecting XXXX% growth from 2024. Current market size reached $XXX billion in 2024 with expectations of $XXX billion in 2025. Long-term projections indicate the market will exceed $X trillion by 2030 requiring only a XXX% compound annual growth rate (CAGR) between 2025 and 2030. forecasts XXXX% growth in 2025 and XXXX% in 2026. From 2021 to 2026 analysts forecast a XXX% CAGR for total sales. Alternative projections suggest a XXX% CAGR through 2029 with market expansion of $157.1" @SergeyCYW on X 2025-07-17 14:58:03 UTC 6335 followers, 9174 engagements
"A valuation chart based on the Forward P/E ratio relative to analysts' EPS growth forecasts for next year. Trading at a premium: $MU $ARM. Trading below average valuation: $INTC" @SergeyCYW on X 2025-07-17 14:58:08 UTC 6337 followers, 1078 engagements
"KLA Corporation $KLAC KLA specializes in process control and yield management systems for semiconductor manufacturing holding approximately XX% market share in inspection and metrology. In Q2 2025 revenue reached a record $XXXX billion at the upper end of guidance. Stock is up XX% year-to-date driven by rising demand in advanced semiconductors and AI. The company projects $XXX million in advanced packaging revenue for 2025 up XX% from $XXX million the prior year. Its portfolio spans wafer fabrication to advanced packaging and leadership in electron beam inspection and AI-enabled process" @SergeyCYW on X 2025-07-17 14:59:19 UTC 6336 followers, XXX engagements
"$PANW Palo Alto Networks maintains dominant market leadership across cybersecurity consistently recognized by premier industry analysts. The company's comprehensive platform approach delivers sustained competitive advantages validated by multiple rating agencies. Palo Alto Networks achieved unprecedented recognition as a three-time Leader across multiple 2025 Gartner Magic Quadrants demonstrating platform breadth unmatched by competitors. The company earned Leader status in Security Service Edge for the third consecutive year in SASE Platforms as the only three-time Leader and in Endpoint" @SergeyCYW on X 2025-07-21 14:06:05 UTC 6334 followers, 1275 engagements
"Salesforce $CRM Salesforce leads CRM with XXXX% market share and over 100000 global customers. Marketing Cloud commands XXXX% Sales Cloud XXXX% and Service Cloud XXXX% of their respective markets. Its AI layer Einstein AI XXX enables accurate predictions churn modeling and lead scoring. Salesforce Data Cloud unifies profiles for personalized customer experiences. Slack GPT powers in-workflow engagement summaries and automates follow-ups. Predictive analytics voice-activated CRM and blockchain-secured interactions reinforce Salesforces leadership. Clients report XX% ROI increases from adoption" @SergeyCYW on X 2025-07-15 14:11:30 UTC 6321 followers, XXX engagements
"$SOFI SoFi Technologies SoFi Technologies is a digital personal finance company that has achieved significant growth and profitability. In the first quarter of 2025 SoFi reported record net revenue of $XXX million a XX% increase year-over-year and a net income of $XX million. Its member base expanded by XX% to XXXX million. The company's competitive edge lies in its "Financial Services Productivity Loop" a strategy of attracting customers with one product and then cross-selling from its wide array of offerings including loans investing and banking. A rapidly growing deposit base which reached" @SergeyCYW on X 2025-07-08 11:32:37 UTC 6336 followers, XXX engagements
"@StockSavvyShay $NVDA is one of the most successful stocks backed by strong fundamental performance" @SergeyCYW on X 2025-07-25 10:22:10 UTC 6334 followers, XXX engagements
"@StockSavvyShay $HOOD is one of the fastest-growing companies in the fintech sector with analysts projecting +15% revenue growth in 2026" @SergeyCYW on X 2025-07-08 10:35:14 UTC 6333 followers, 1202 engagements
"UiPath Inc. $PATH UiPath bridges RPA and agentic AI with its Agent Builder and Agentic Automation framework. Agents handle knowledge workreasoning judgment and decision-making. According to its 2025 report XX% of enterprises deploy agentic AI and XX% express strong interest. UiPaths neutral platform integrates with other vendors and its automation library accelerates deployment. It evolves from RPA into full-stack agent orchestration enabling end-to-end enterprise automation" @SergeyCYW on X 2025-07-23 15:04:47 UTC 6333 followers, XXX engagements
"$GOOGL Key points from Googles Second Quarter 2025 Earnings Call: Financial Overview: Alphabet posted Q2 2025 revenue of $96.4B up XX% YoY. Net income rose XX% to $28.2B EPS climbed XX% to $XXXX and operating income hit $31.3B with a XXXX% margin despite a $1.4B legal charge. Free cash flow was $5.3B in Q2 and $66.7B over the trailing year. Paid subscriptions drove $11.2B in revenue up XX% YoY. Google Cloud: Revenue reached $13.6B up XX% YoY supported by AI infrastructure upgrades and enterprise tools. Products like Anywhere Cache (70% latency cut) and Rapid Storage (5x improvement) fueled" @SergeyCYW on X 2025-07-24 13:57:09 UTC 6337 followers, 1396 engagements
"NVIDIA Corporation $NVDA NVIDIA enables agentic AI infrastructure through its H100 and Blackwell B200 GPUs. The CUDA and NeMo frameworks allow agent development at enterprise scale. Its Omniverse platform enables agent simulation and collaboration especially in industrial and robotics use cases. NVIDIAs dominance in AI computing is built on over a decade of parallel processing R&D giving it a lead few can match. Its integrated hardware-software stack forms a critical backbone for the AI agent economy" @SergeyCYW on X 2025-07-23 15:03:43 UTC 6331 followers, XXX engagements
"$IOT Samsara added XXX new $100K+ ARR customers in Q1 which is in line with the companys two-year average and represents +35% YoY growth. However management did not disclose figures for larger customers exceeding $1M+ in ARR this quarter" @SergeyCYW on X 2025-07-16 14:34:42 UTC 6334 followers, XXX engagements
"Amazon Inc. $AMZN Amazon integrates agentic AI via AWS Bedrock Agent Amazon Lex and its consumer-facing Alexa platform. The Nova Act initiative built by ex-Adept engineers powers agents to complete web-based tasks like email and form entry. Amazons edge comes from real-world operational data logistics scale and global cloud reach. Its ecosystem including e-commerce and Prime services generates agent training data that rivals cant replicate. Switching costs are high given the breadth of AWS integrations" @SergeyCYW on X 2025-07-23 15:04:35 UTC 6337 followers, XXX engagements
"$ADYEN Adyen Adyen offers a unified global commerce platform that streamlines the entire payment process for large enterprise clients. The companys integrated solution manages everything from payment processing and risk management to settlement across all channels. In the first quarter of 2025 Adyens net revenue grew XX% year-over-year to XXXXX million. The company's Unified Commerce segment showed particular strength with net revenue climbing XX% to XXXXX million. Adyens competitive advantage is its single global platform which simplifies payment operations for international businesses and" @SergeyCYW on X 2025-07-08 11:32:22 UTC 6334 followers, 1017 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" @SergeyCYW on X 2025-07-20 12:29:03 UTC 6334 followers, 2929 engagements
"Palantir Technologies $PLTR Palantir positions itself as core infrastructure for agentic AI through its Artificial Intelligence Platform (AIP). Agents built on AIP operate autonomously on proprietary data trigger ERP actions and execute multi-step workflows under strict security and governance. Its edge comes from decades of classified government work building unmatched capabilities in secure AI deployment. AIP ensures data sovereignty critical for regulated industries. Its ontology-driven design lets agents interpret complex business logic and automate decisions that go beyond traditional AI" @SergeyCYW on X 2025-07-23 15:03:26 UTC 6331 followers, XXX engagements
"@davey_juice Ill likely remove $DOCN from this listoriginally $KSPI was in that spot and now its unclear when exactly the swap happened 😄. Mustve been the summer heat getting to me 😅" @SergeyCYW on X 2025-07-08 14:15:04 UTC 6333 followers, XXX engagements
"@HolySmokas Mixed Q2 fom $TSLA. Revenue -XX% YoY beat est by XXX% Inventory days climbed to XX Free cash flow cratered to $146M -XX% YoY" @SergeyCYW on X 2025-07-24 03:48:03 UTC 6334 followers, 2203 engagements
"Broadcom $AVGO Broadcom designs semiconductor and software solutions across networking wireless and data center markets. It launched the Tomahawk Ultra networking processor connecting 4x more chips than rivals using advanced Ethernet protocols. In Q2 2025 Broadcom generated $XXX billion in AI semiconductor revenue up XX% YoY. Its edge lies in custom ASICs and networking chip leadership making it essential for hyperscalers scaling AI workloads. The semiconductor segment posted XX% gross margins and XX% operating margins reflecting strong pricing power. Broadcom expects $XXX billion in AI" @SergeyCYW on X 2025-07-17 14:58:44 UTC 6334 followers, XXX engagements
"$IOT Samsara's return on S&M spending is XXXX the CAC Payback Period better than the median for SaaS companies is at a healthy level (the median for the SaaS companies I track is 26.9). The R&D Index (RDI Score) for Q1 stands at XXXX above the median of XXX for the SaaS companies I monitor and significantly higher than the industry median of XXX. 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" @SergeyCYW on X 2025-07-16 14:35:00 UTC 6334 followers, XXX engagements
"$SNOW Q3'24 Results: $942M rev (+28.3% YoY +28.9% LQ) beat est by XXX% GM* (72.9% -XXX PPs YoY)🟡 Operating Margin* (6.3% -XXX PPs YoY)🟡 FCF Margin (8.3% -XXX PPs YoY)🟡 EPS* $XXXX beat est by XXXX% non-GAAP Product Product Revenue $900M (+28.9% YoY) GM (76.3% -XXX PPs YoY) Key Metrics ➡NDR XXX% (127% LQ) RPO $5.70B (+54.1% YoY)🟢 Billings $1068M (+30.9% YoY)🟢 Data sharing XXXX% (+2.0 PPs QoQ) ➡2946 Marketplace Listings (+26.3% YoY +143) Customers ➡10618 customers (+19.2% YoY +369) ➡542 $1M+ customers (+25.2% YoY +32) Operating expenses S&M*/Revenue XXXX% (-0.5 PPs YoY) R&D*/Revenue 23.9%" @SergeyCYW on X 2024-11-21 03:40:42 UTC 6337 followers, 5173 engagements
"Paramount Global $PARA Paramount+ added XXX million subscribers in Q1 2025 reaching XX million globally. Direct-to-consumer revenue rose X% YoY to $XXXX billion. Domestic profitability remains the 2025 goal with narrowing losses. Strength comes from CBS content Nickelodeon Star Trek and sports. The dual strategy combines subscription streaming via Paramount+ with free ad-supported Pluto TV. Q1 2025 revenue was $XXXX billion exceeding expectations. The pending $X billion merger with Skydance Media closing in H1 2025 is expected to accelerate profitability through content synergies and" @SergeyCYW on X 2025-07-22 12:34:07 UTC 6337 followers, XXX engagements
"@BigBullCap If $GOOGL beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +11.9% YoY" @SergeyCYW on X 2025-07-21 12:35:53 UTC 6334 followers, XXX engagements
"$TOST Toast Toast operates an all-in-one digital platform tailored specifically for the restaurant industry. As of the first quarter of 2025 its Annual Recurring Revenue (ARR) hit $XXX billion a XX% increase from the prior year while Gross Payment Volume (GPV) grew XX% to $XXXX billion. The company serves approximately 140000 restaurant locations a XX% year-over-year increase. Toast's key advantage is its restaurant-first focus offering a deeply integrated suite of tools for point-of-sale operations and financial management that scales from small businesses to large enterprise clients" @SergeyCYW on X 2025-07-08 11:32:33 UTC 6336 followers, XXX engagements
"An alternative perspective would be a valuation chart based on the Forward P/E ratio relative to analysts' revenue growth forecasts for next year which tends to be more appropriate for margin-rebuilding and capex-heavy companies. Based on this chart due to lower forecasted revenue growth $INTC are trading at a premium. On the other hand $TSM $MRVL and $NVDA are currently trading below their average valuation levels" @SergeyCYW on X 2025-07-17 14:58:12 UTC 6334 followers, XXX engagements
"International Business Machines $IBM IBMs watsonx ai powers agentic AI in regulated industries with strong governance compliance and explainability. Its Agent Lab integrated with LangChain supports low-code development. Granite foundation models are optimized for enterprise use. The AI Book of Business has surpassed $X billion reflecting demand for secure deployments. IBMs long-standing industry presence and regulatory expertise create trust-based adoption in mission-critical use cases" @SergeyCYW on X 2025-07-23 15:04:50 UTC 6331 followers, XXX engagements
"@InvestingVisual $TSM looks more attractive to me with stronger revenue growth at +38.6% YoY and a higher net margin compared $ASML" @SergeyCYW on X 2025-07-18 17:21:51 UTC 6336 followers, 2288 engagements
"Thoughts on ServiceNow Earnings Report $NOW: 🟢Positive Revenue: Total revenue reached $3215M up +22.4% YoY beating estimates by XXX% Subscription Revenue: Grew +22.5% YoY to $3113M EPS: Non-GAAP EPS of $XXXX beat by XXXX% Operating Margin: Improved to XXXX% up +2.3 PPs YoY Free Cash Flow Margin: Increased to XXXX% up +3.0 PPs YoY Net New ARR: Surged +468.4% YoY to $432M cRPO: Reached $10.92B up +24.4% YoY RPO: Hit $23.90B up +28.5% YoY Customer Growth: XXX customers with $5M+ ACV up +19.7% YoY CAC Payback: Improved to XXXX months down -XXXXX months YoY AI Momentum: Now Assist pack usage up" @SergeyCYW on X 2025-07-24 11:58:07 UTC 6336 followers, XXX engagements
"$NOW Management comments on the earnings call. Financial Performance Gina Mastantuono President and Chief Financial Officer Q2 was a spectacular quarter across the board. We significantly beat the high end of our guidance across all top line and profitability metrics. Technology Workflows Gina Mastantuono President and Chief Financial Officer ITAM landed its largest deal to date with net new ACV growth of over XX% year over year. Autonomous AI Agents Bill McDermott Chairman and Chief Executive Officer We have 450000 AI agents in workflow right now. Over XX% of support functionsIT risk" @SergeyCYW on X 2025-07-24 15:31:06 UTC 6336 followers, 1104 engagements
"Microsoft Corporation $MSFT Microsoft leads the horizontal AI agent landscape through Azure AI and Microsoft XXX Copilot. Copilot Studio enables multi-agent orchestration across enterprise workflows automating tasks such as email management document creation and data analysis. Its exclusive access to GPT-4 via OpenAI gives Microsoft a unique advantage in agent reasoning across business contexts. Azure AI Studio provides retrieval-augmented generation and prompt orchestration capabilities. Microsofts strength lies in its deeply integrated ecosystem and enterprise reach positioning it to" @SergeyCYW on X 2025-07-23 15:04:24 UTC 6334 followers, XXX engagements
"Conclusion $IOT Samsara saw a slowdown in revenue growth in Q1 FY2025 but it remains at a strong level overall. Management now expects to expand its TAM to $XXX billion by 2026 signaling long-term opportunity. Leading Indicators RPO growth of +28.4% which is below revenue growth Billings growth of +27.7% also below revenue growth ARR growth at +30.6% YoY roughly in line with revenue Net new ARR additions up +5% YoY Customer growth was average in line with the companys two-year trend Key Metrics Net Dollar Retention (NDR) held steady at XXX% CAC Payback Period worsened slightly to XXXX months" @SergeyCYW on X 2025-07-16 14:35:20 UTC 6334 followers, XXX engagements
"@DividendDude_X @EconomyApp Strong Q2 from $GOOGL revenue growth +13.8% YoY Cloud growth +32% YoY highlights expanding AI demand" @SergeyCYW on X 2025-07-24 03:22:39 UTC 6334 followers, XXX engagements
"@InvestingVisual $ASML investors were spooked by soft guidance even though the fundamentals for Q2 were strong" @SergeyCYW on X 2025-07-23 13:03:36 UTC 6329 followers, XXX engagements
"@StockSavvyShay $GOOGL is strengthening its position in AI through Gemini. If it beats estimates by XXX% (same as last quarter) Q225 revenue growth would come in at +11.9% YoY a solid acceleration" @SergeyCYW on X 2025-07-22 14:47:10 UTC 6333 followers, 1300 engagements
"Alphabet Inc. $GOOGL Alphabet drives its horizontal AI agent strategy through Gemini models and Vertex AI Agent Builder. Gemini agents execute multi-step tasks autonomously using advanced memory planning and tool-use. Vertex AI supports low-code agent deployment and model compatibility. The Agent2Agent (A2A) protocol allows secure agent collaboration across platforms. Alphabets scale in search data and researchespecially via DeepMindcreates powerful training and deployment advantages across both enterprise and consumer verticals" @SergeyCYW on X 2025-07-23 15:04:31 UTC 6337 followers, XXX engagements
"Roku $ROKU Roku bridges streaming hardware and software with a focus on accessibility and user experience. Its 2025 lineup features affordable streaming sticks and advanced Pro Series TVs with mini-LED tech and Smart Picture Max. Roku OS stands out for speed and intuitive navigation. The Roku Channel ranks among the most engaged apps on the platform supported by robust ad tech and exclusive originals. Licensing Roku OS to TV brands while expanding hardware broadens device reach. Platform stickiness is reinforced by simplicity cross-device integration and a broad ecosystem that raises" @SergeyCYW on X 2025-07-22 12:33:29 UTC 6336 followers, XXX engagements
"@StockSavvyShay $ALAB revenue jumping +144.3% YoY in Q1. Gross profit followed closely growing +136.4% YoY with a XX% gross margin" @SergeyCYW on X 2025-07-21 14:12:39 UTC 6329 followers, 1986 engagements
"@BigBullCap $GOOGL Search revenue growth accelerated to +12% YoY compared to last quarter despite investor concerns" @SergeyCYW on X 2025-07-24 11:22:36 UTC 6334 followers, XXX engagements
"@StockSavvyShay @YahooFinance @FuturumEquities $GOOGL and $NOW delivered strong Q2 results. 💪" @SergeyCYW on X 2025-07-24 15:47:58 UTC 6335 followers, XXX engagements
"$S Q1'25 Earnings Preview Consensus Estimates: Revenue $228M (+22.3% YoY) EPS $XXXX (+100% YoY) If $S beat estimates by XXX% (same as last quarter) Q1'25 Revenue Growth will be +24.3% YoY Management Guidance: Q1'25 $228M guide (+22.3% YoY) $1007 - $1012M FY guide (+22.9% YoY)" @SergeyCYW on X 2025-05-28 12:02:10 UTC 6322 followers, 2050 engagements
"Portfolio Update Jun 2025 MTD: +5.2% YTD: +22.5% Holdings: X. $NET XXXX% X. $MNDY XXX% X. $SNOW XXX% X. $CRWD XXX% X. $MELI XXX% X. $DDOG XXX% X. $SHOP XXX% X. $ZS XXX% X. $AXON XXX% XX. $DUOL XXX% XX. $NOW XXX% XX. $TTD XXX% XX. $IOT XXX% XX. $GTLB XXX% XX. $MDB XXX% Historical performance (TWR): 2020: +110.2%(since 15.04.2020) 2021: +23.7% 2022: -XXXX% 2023: +57.3% 2024: +24.9% Cumulative: +152.6% 👉 Subscribe to my newsletter for a monthly portfolio review. Past recaps:" @SergeyCYW on X 2025-07-01 10:34:32 UTC 6336 followers, 10K engagements
"FuboTV $FUBO FuboTV leads the sports-first live TV streaming category. Q1 2025 results beat guidance with XXXX million North American subscribers generating $XXXXX million in revenue up XXX% YoY. Its edge lies in sports content aggregation offering over XXX live networks including exclusive sports feeds. Features like Cloud DVR and Lookback are optimized for sports. In January 2025 Disney announced a merger combining FuboTV with Hulu + Live TV under XX% Disney ownership while maintaining operational independence. This partnership expands reach to XXX million subscribers. FuboTV targets 8%" @SergeyCYW on X 2025-07-22 12:33:38 UTC 6320 followers, XXX engagements
"$SNOW Balance Sheet: Total debt stands at $2688M. The company's debt increased in Q3 2024 due to the issuance of $XXX billion in X% convertible senior notes split into $XXXX billion due in 2027 and $XXXX billion due in 2029. However Snowflake holds $3911M in cash and cash equivalents keeping the balance sheet stable" @SergeyCYW on X 2025-06-16 11:32:59 UTC 6330 followers, XXX engagements
"$MELI Q1'25 Results: $5935M rev (+37.0% YoY +37.4% LQ) beat est by XXX% GM (46.7% -XXX PPs YoY)🟡 Operating Margin (12.9% +0.7 PPs YoY) FCF Margin (12.8% -XXXX PPs YoY)🟡 Net Margin (8.3% +0.4 PPs YoY) EPS $XXXX beat est by XXXX% Dilution Basic shares down XXX% YoY -XXX PPs QoQ🟢 Diluted shares down XXX% YoY +0.6 PPs QoQ🟢 Pros Revenue up +37% YoY beat est. by XXX% EPS $XXXX crushed est. by XXXX% FX-neutral revenue growth +64% YoY Fintech MAUs surged +31% YoY to 64M TPV grew +43% YoY to $58.3B Argentina FX-neutral GMV +126% YoY Cons FCF margin dropped to XXXX% -18.7pp Provision for credit" @SergeyCYW on X 2025-05-08 03:15:02 UTC 6333 followers, 1288 engagements
"$PLTR Q4'24 Results: $828M rev (+36.0% YoY +30.0% LQ) beat est by XXX% Gross Margin* (82.9% -XXX PPs YoY)🟡 Operating Margin* (35.4% +1.0 PPs YoY) Adj FCF Margin (62.5% +12.4 PPs YoY)🟢 Net Margin (9.5% -XXX PPs YoY)🟡 EPS* $XXXX beat est by 27.3%🟢 *non-GAAP Dilution SBC/rev XX% +14.4 PPs QoQ Basic shares up XXX% YoY +1.3 PPs QoQ🔴 Diluted shares up XXX% YoY +1.5 PPs QoQ🔴 Guidance Q1'25 $XXXXX - $862.0M guide (+35.6% YoY) beat est by XXX% $3741.0 - $3757.0M FY guide (+30.8% YoY) beat est by XXX% Pros: U.S. revenue grew XX% YoY strong commercial gains. Closed $803M in U.S. commercial TCV up" @SergeyCYW on X 2025-02-04 04:24:49 UTC 6334 followers, 3551 engagements
"Micron Technology $MU Micron Technology is a global provider of memory and storage solutions specializing in DRAM NAND flash and emerging memory technologies. The company recently broke ground on a new High-Bandwidth Memory (HBM) advanced packaging facility in Singapore with a $X billion investment over several years to meet AI data center demand. Its strategic edge lies in advanced memory technologies including the worlds first X (1-gamma) node-based LPDDR5X for flagship smartphones and 12-layer stacked 36GB HBM4 samples delivered to major customers. Micron also announced expanded U.S." @SergeyCYW on X 2025-07-17 14:58:16 UTC 6334 followers, XXX engagements
"Analog Devices $ADI Analog Devices generates over $X billion in annual revenue with approximately 24000 employees worldwide. It operates under a hybrid manufacturing model combining internal fabs with external foundry partnerships including an expanded collaboration with TSMC for advanced 300mm capacity in Japan. Its analog portfolio delivers 12+ bits of resolution and 50+ MHz bandwidth with XX% of revenue coming from high-performance analog products. ADI targets growth in 5G infrastructure automotive electronics and industrial automation. A diversified base of 100000+ customers across" @SergeyCYW on X 2025-07-17 14:58:56 UTC 6335 followers, XXX engagements
"Intuit Inc. $INTU Intuit deploys AI agents across QuickBooks TurboTax and Credit Karma automating accounting tax filing and financial recommendations. Agents autonomously manage reports transactions and insights for SMBs. Its competitive edge stems from massive financial datasets enabling highly trained domain-specific agents. Intuit targets an underserved market with automation that reduces manual financial work creating strong cross-product network effects" @SergeyCYW on X 2025-07-23 15:04:28 UTC 6334 followers, XXX engagements
"@thexcapitalist $GOOGL still appears undervalued based on multiples while every segment of the company showed growth acceleration in Q2" @SergeyCYW on X 2025-07-25 14:23:28 UTC 6336 followers, 1126 engagements
"Agentic AI Market Set to 10x by 2032Enterprise Automation Is Entering a New Phase Agentic AI revolution is the biggest shift in AI since the rise of LLMs. Unlike traditional models agentic AI systems act autonomouslyplanning reasoning and executing multi-step tasks with little to no human input. According to MarketsandMarkets the global agentic AI market will grow from $13.8B in 2025 to $140.8B by 2032 driven by real-world enterprise adoption. Margins could expand as companies shift from rule-based automation to autonomous systems that drive higher productivity with less oversight. But is" @SergeyCYW on X 2025-07-23 15:03:13 UTC 6333 followers, 4297 engagements
"$HOOD Robinhood Robinhood offers a commission-free trading platform for stocks and cryptocurrencies. In the first quarter of 2025 the company generated total net revenues of $XXX million a XX% increase year-over-year and a net income of $XXX million. Its funded customer base grew by X% to XXXX million. Robinhood's user-friendly interface and commission-free model provide a key competitive advantage attracting a large number of retail investors" @SergeyCYW on X 2025-07-08 11:32:44 UTC 6333 followers, XXX engagements
"@StockMarketNerd Mixed Q2 fom $TSLA. Revenue -XX% YoY beat est by XXX% but Inventory days climbed to 24demand pacing concern" @SergeyCYW on X 2025-07-24 03:47:06 UTC 6334 followers, XXX engagements
"$TTD Q1'25 Results: $616M rev (+25.5% YoY +22.3% LQ) beat est by XXX% GM* (78.3% -XXX PPs YoY)🟡 Adj EBITDA Margin (33.8% +0.8 PPs YoY) Operating Margin* (29.7% +1.3 PPs YoY) FCF Margin (37.7% +1.8 PPs YoY) Net Margin (26.8% +0.1 PPs YoY) EPS* $XXXX beat est by XXXX% non-GAAP ➡Customer Retention XX% (95% LQ) Operating expenses S&M/Revenue XXXX% (-0.6 PPs YoY) R&D*/Revenue XXXX% (-1.4 PPs YoY) G&A*/Revenue XXXX% (-1.1 PPs YoY) Dilution SBC/rev XX% +3.4 PPs QoQ Basic shares up XXX% YoY +0.4 PPs QoQ Diluted shares down -XXX% YoY -XXX PPs QoQ🟢 Guidance Q2'25 $682.0M guide (+16.6% YoY) missed" @SergeyCYW on X 2025-05-09 03:26:03 UTC 6331 followers, 1680 engagements
"ASML Holding $ASML ASML leads the global lithography market essential for advanced semiconductor manufacturing. In Q2 2025 the company reported XXX billion in total net sales and XXX billion in net income fueled by persistent demand for extreme ultraviolet (EUV) systems. ASML maintains a monopoly position in EUV lithography having shipped its first TWINSCAN EXE:5200B High NA system. It continues to push litho performance especially for DRAM production. For 2025 ASML expects net sales to grow XX% year-over-year with XX% gross margins supported by strong AI-related demand. Its moat is built on" @SergeyCYW on X 2025-07-17 14:59:07 UTC 6334 followers, XXX engagements
"$IOT Samsara reported a Net Revenue Retention (NRR) of XXX% for customers with ARR over $10K. For customers with ARR over $100K NRR stood at XXX% in Q4 FY2024. In Q1 FY2025 management did not provide updated NRR data for large customers. For context the median NRR among SaaS companies I track is around XXX% so Samsara remains competitive on retention metrics" @SergeyCYW on X 2025-07-16 14:34:46 UTC 6334 followers, XXX engagements
"Intel $INTC Q2'25: Revenue Beat but Earnings Miss and Margins Under Pressure Intel reported Q2 revenue of $12.86B edging past estimates of $11.95B and up slightly YoY. The top-line growth was supported by continued momentum in its Data Center & AI (+3.5% YoY) and Foundry (+3.2%) segments. Client Computing however declined 3.3%. Gross margin came in at XX% down XXX percentage points YoY. Notably Intel is investing aggressively in R&D29% of revenue this quarter the highest in recent memory. This long-term orientation aligns with its foundry and AI ambitions. EBITDA margin improved slightly to" @SergeyCYW on X 2025-07-25 10:29:05 UTC 6336 followers, 1632 engagements
"@StockSavvyShay @fiscal_ai $GOOGL Cloud revenue growth accelerated to +32% YoY and operating margin expanded to 21%" @SergeyCYW on X 2025-07-24 14:03:07 UTC 6333 followers, XXX engagements
"Thoughts on Netflix Earnings Report $NFLX: 🟢 Positive Revenue reached $11.079B in Q2 up +15.9% YoY and +5.1% QoQ beating estimates by 0.3%. EPS of $XXXX up YoY and beating estimates by 1.6%. Operating margin rose to XXXX% up +6.8 percentage points YoY. Gross margin expanded to XXXX% (+6.1 pps YoY) and free cash flow margin reached XXXX% (+7.8 pps YoY). Net margin improved to XXXX% up +5.7 pps YoY. Q3 revenue guidance of $11.5B +17.0% YoY above consensus by 2.2%. Ad business on track to double revenue in 2025; global ad tech stack rollout completed. Netflix Ad Suite fully deployed;" @SergeyCYW on X 2025-07-18 11:33:05 UTC 6337 followers, 2168 engagements
"@MMMTwealth Google Cloud revenue growth accelerated to +32% YoY and operating margin expanded to 21%" @SergeyCYW on X 2025-07-24 12:52:53 UTC 6336 followers, 3306 engagements
"@Beth_Kindig $ORCL could very well become the next $X trillion company with its infrastructure cloud services revenue growing +19.4% YoY" @SergeyCYW on X 2025-07-18 17:23:27 UTC 6333 followers, 1134 engagements
"$ASML Q225: Margin Expansion & XX% Bottom Line Growth ASML just delivered a solid Q2 print with both growth and profitability moving in the right direction. Revenue came in at $7.69B up XXXX% YoY an acceleration from +16% last quarter. Gross margins expanded XXX bps to XX% with operating income growing XXXX% YoY reaching XX% margin. Net income followed suit up XXXX% YoY clocking in at XX% net margin. EPS surged XXXX% to $XXXX. The margin improvement story is hard to ignore. R&D intensity fell XXX bps YoY and SG&A decreased as a % of revenue as well. EBITDA margin reached XX% up nearly 500" @SergeyCYW on X 2025-07-16 11:40:35 UTC 6329 followers, 1870 engagements
"$PANW Revenue by Segment: XX% of the companys revenue comes from Subscription and Support while XX% is from Product Revenue. Subscription and Support revenue growth continues to slow reaching +15.2% YoY in Q1 with a gross margin of 75.4%. Product Revenue growth showed a recovery at +15.8% YoY after a decline in Q2 2024 though the gross margin increased to 78.4%" @SergeyCYW on X 2025-07-21 14:56:44 UTC 6334 followers, XX engagements
"Qualcomm Incorporated $QCOM Qualcomm designs technologies across 5G AI and wireless communications. In Q2 2025 GAAP revenue hit $XXXXXX billion up XX% year-over-year fueled by diversification beyond handsets. The company targets $XX billion in non-handset revenues by fiscal 2029. Qualcomm acquired Alphawave Semi for $XXX billion on June XX 2025 expanding data center AI capabilities. Its Cloud AI XXX Ultra chipset supports hyperscalers and AI inference. Snapdragon platforms now power on-device AI across PCs XR headsets and automotive with AI-enabled chips projected to generate over $XX billion" @SergeyCYW on X 2025-07-17 14:59:27 UTC 6337 followers, XXX engagements
"$TSLA Key points from Teslas Second Quarter 2025 Earnings Call: Financial Performance: Tesla reported XX% QoQ growth in automotive revenue for Q2 2025 exceeding a XX% rise in deliveries. Gains were driven by higher ASPs led by the refreshed Model Y. A $284M Bitcoin gain offset a prior $125M Q1 loss. Gross margins improved supported by model mix and fixed-cost leverage though impacted by tariffs. Free cash flow was $146M and CapEx was raised to over $9B for AI robotics and manufacturing. Automotive: The refreshed Model Y led global sales in June in several European countries. Tesla began early" @SergeyCYW on X 2025-07-24 13:30:13 UTC 6334 followers, 1221 engagements
"$NFLX Management comments on the earnings call. Product Innovations Greg Peters Co-Chief Executive Officer Our new experience is already delivering better performance than we saw in prelaunch testing. That gives us increased confidence that this new UI will drive improved content discovery and engagement in relatively short order. Streaming Platform Greg Peters Co-Chief Executive Officer Retention remains stable and industry-leading. Plan mix and take rates have seen no significant shifts and the price changes since last quarter have landed as expected. Live Events and Sports Ted Sarandos" @SergeyCYW on X 2025-07-18 13:58:06 UTC 6331 followers, 1321 engagements
"Salesforce Inc. $CRM Salesforce powers agentic AI through Einstein and its Agentforce initiative automating sales service and marketing workflows. Agents qualify leads run campaigns and manage escalations while maintaining lifecycle context. With low-code tools and pre-built agents deployment is fast. Salesforces strength lies in its customer data platform and vertical integrations supported by a vast ecosystem of partners. Agentforce drives value through high context retention and vertical customization" @SergeyCYW on X 2025-07-23 15:04:43 UTC 6335 followers, XXX engagements
"Snowflake Inc. $SNOW Snowflake has evolved into a full data cloud platform with DevOps capabilities. Its unified data-centric architecture removes the need for fragmented tooling across data engineering app development and AI/ML workflows. In 2024 Snowflake introduced Database Change Management and Git integration allowing declarative development and simplified pipeline states. Snowflake Trail provides built-in telemetry and observability without agent setup. AI-powered SQL cuts query dev time by 3040% and reduces syntax errors. Integration with Datadog Grafana and PagerDuty enhances its" @SergeyCYW on X 2025-07-14 12:48:13 UTC 6333 followers, XXX engagements
"How Google Makes Money: $96B in a Quarter and Still Accelerating $GOOGL Google posted $96.4B in Q225 revenue up +13.8% YoY and comfortably ahead of estimates. Growth came from nearly every directionSearch YouTube Cloud Subscriptionsall clicking at double-digit rates. Margins remain strong: Gross margin hit XXXX% up +1.4pps YoY. Operating margin came in at XXXX% stable and efficient for a business of this scale. Net margin expanded to XXXX% adding another 1.4pps. EPS of $XXXX beat by XXX% even with heavier R&D and G&A spend. Dig into the revenue mix: Search is still the king: $54.2B (+11.7%" @SergeyCYW on X 2025-07-25 12:31:06 UTC 6336 followers, 1516 engagements
"@davey_juice Do you mean a similar chart EV/Sales relative to projected revenue growth but adjusted by subtracting share dilution from the growth rate Or something else" @SergeyCYW on X 2025-07-26 16:29:24 UTC 6336 followers, XX engagements
"$ISRG Q2: Strong Top-Line Beat +21.4% Revenue Growth Margins Rebound Intuitive Surgical delivered a solid Q2 with revenue up +21.4% YoY to $2.44B beating estimates of $2.35B. EPS of $XXXX crushed the $XXXX consensus. Net income rose +25% YoY while EPS climbed +24%. Operating leverage showed throughoperating income jumped +31% pushing operating margin to XX% (+2.2pps YoY). EBITDA margin expanded to XX% (+2.5pps) supporting the case for improving profitability as scale continues to build. SG&A and R&D as a percentage of revenue declined by 3.1pps and 1.1pps respectivelyshowing disciplined" @SergeyCYW on X 2025-07-23 10:52:41 UTC 6328 followers, 2133 engagements
"@nataninvesting Strong Q2 from $GOOGL Revenue growth +13.8% YoY YouTube ads +13.1% YoY Cloud growth +32% YoY" @SergeyCYW on X 2025-07-24 11:17:04 UTC 6334 followers, XXX engagements
"Google $GOOGL Googles streaming dominance is driven by YouTube the worlds largest video platform. In 2025 AI-enhanced recommendations and vertical video formats extend its reach across devices and demographics. YouTube's role in connected TV surges delivering value in younger harder-to-reach audiences. Googles proprietary AI optimizes creative measurement and ad targeting at scale. Enhanced infrastructure through Google Cloud boosts video delivery performance. Competitive edge comes from YouTubes creator ecosystem cross-platform integration and data-driven monetization" @SergeyCYW on X 2025-07-22 12:33:34 UTC 6322 followers, XXX engagements
"JFrog Ltd. $FROG JFrog powers the software supply chain with universal repository management across 40+ package types. Artifactory and Xray deliver continuous security scanning and license compliance. JFrogs hybrid model supports open-source SaaS and self-managed deployments across all major clouds. The company has 100+ enterprise customers in China underscoring APAC expansion. Integrations with major CI/CD tools reinforce its ecosystem strength. JFrog optimizes SDLC via robust artifact management version control and automated delivery. Security integration addresses shifting compliance left" @SergeyCYW on X 2025-07-14 12:48:31 UTC 6337 followers, XXX engagements
"$TSM: Net Income Surges +61% as HPC Demand Powers Record Margins TSMC just dropped a blowout Q2 XX. Net income rose XXXX% YoY to NT$398B. EPS hit $XXXX beating by 16%. Revenue came in at $30.1B slightly above the Street but its the margin profile that really tells the story. Gross margin expanded to XX% (+540bps YoY) and operating margin hit 50%a staggering 710bps improvement. Net margin climbed to XX% up 590bps YoY. EBITDA margin reached 70%. This is the highest quality earnings leverage in the foundry space right now. Whats driving it High Performance Computing (HPC). Revenue from HPC" @SergeyCYW on X 2025-07-18 12:11:19 UTC 6334 followers, XXX engagements
"@StockMarketNerd Strong Q2 from $GOOGL revenue growth +13.8% YoY YouTube ads +13.1% YoY" @SergeyCYW on X 2025-07-24 03:25:58 UTC 6333 followers, XXX engagements
"$TSLA Tesla Management comments on the earnings call. Financial Performance Vaibhav Taneja Chief Financial Officer "Despite reduction in regulatory credit revenue total automotive revenue increased by XX% sequentially even though total deliveries only improved 14%. This was primarily due to improved ASPs because of the new Model Y." Capital Allocation Vaibhav Taneja Chief Financial Officer "Our latest expectation for the year in terms of CapEx is in excess of $X billion." Robotaxi Deployment Elon Musk Chief Executive Officer "We were able to successfully launch RoboTaxi providing our first" @SergeyCYW on X 2025-07-24 16:03:07 UTC 6334 followers, 1251 engagements
"A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for next year. Trading at a premium: $MSFT. Trading below average valuation: $GTLB $MDB $TEAM $AMZN" @SergeyCYW on X 2025-07-14 12:48:09 UTC 6334 followers, XXX engagements
"@InvestingVisual Ill be closely watching the quarterly reports from $MSFT $AMZN $AAPL and $MELI. $MELI is one of the largest positions in my portfolio" @SergeyCYW on X 2025-07-25 12:49:38 UTC 6336 followers, XXX engagements
"@StockSavvyShay Mixed Q2 fom $TSLA. Revenue -XX% YoY beat est by XXX% but Free cash flow cratered to $146M -XX% YoY" @SergeyCYW on X 2025-07-24 03:51:41 UTC 6334 followers, XXX engagements
"Asana $ASAN Asana supports task-based CRM use cases through a flexible work management platform serving teams across the customer lifecycle. It integrates with Salesforce Zendesk and HubSpot streamlining sales workflows. CRM functionality is embedded through project templates custom pipelines and automated triggers tied to events in Salesforce. Asanas flexible architecture allows tracking deals linking goals to business outcomes and enabling cross-functional collaboration. Automation kicks off onboarding workflows and syncs teams across sales support and service. Asanas lightweight CRM model" @SergeyCYW on X 2025-07-15 14:11:34 UTC 6322 followers, XXX engagements
"$TSLA Q2'25 Earnings Preview Consensus Estimates: Revenue $21940M (-14.0% YoY) EPS $XXXX (-23.1% YoY) If $TSLA missed estimates by -XXX% (same as last quarter) Q2'25 Revenue Growth will be -XXXX% YoY" @SergeyCYW on X 2025-07-22 10:30:07 UTC 6331 followers, 4558 engagements
"Thoughts on Tesla Earnings Report $TSLA: 🟢 Positive +19% QoQ automotive revenue vs. +14% deliveries; ASP gains led by refreshed Model Y Record energy gross profit and 9600 MWh deployed (+2.1% YoY) XX% FSD adoption growth post v12/v13; internal data: 10x safer than human driving $2789M energy revenue +5.8 pp energy GM YoY to XXXX% Dojo X and AI5 chip launching in 2026 targeting 100000 H100-equivalent scale CyberCab cost target: $0.25$0.30 per mile below human-driven ride-hailing Optimus prototypes due end-2025; scaling to 100000 units/month in X years $284M Bitcoin gain in Q2 reversing prior" @SergeyCYW on X 2025-07-24 12:32:06 UTC 6335 followers, 1333 engagements
"SaaS companies* are typically evaluated based on the EV/Sales multiple relative to their projected revenue growth for the next year. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future potential rather than just its current performance. Additionally understanding forward growth helps investors make informed decisions by comparing a companys projections with its industry peers and market expectations providing a clearer view of its growth trajectory. I also include data on Operating Margin in the chart" @SergeyCYW on X 2025-07-26 12:30:10 UTC 6336 followers, XXX engagements
"$MNDY: Undervalued Founder-Led Scaling $1B+ ARR Into a $101B Market. Monday is up XXXX% YTD while S&P500 +6.5%. Should you invest now Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇" @SergeyCYW on X 2025-07-15 11:50:12 UTC 6321 followers, 3874 engagements
"$NFLX Q2'25 Earnings Preview Consensus Estimates: Revenue $11041M (+15.5% YoY) EPS $XXXX (+45.1% YoY) If $NFLX beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +15.9% YoY Management Guidance: Q2'25 $11.0B guide (+15.4% YoY)" @SergeyCYW on X 2025-07-16 13:57:08 UTC 6333 followers, 2363 engagements
"@ZaStocks $RDDT +61.5% YoY revenue growth in Q1 is impressive" @SergeyCYW on X 2025-07-25 16:08:18 UTC 6336 followers, 2123 engagements
"@BourbonCap Analysts are forecasting the highest revenue growth for DLocal $DLO among fintech companies next year" @SergeyCYW on X 2025-07-25 13:58:00 UTC 6336 followers, XXX engagements
"$FOUR Shift4 Payments Shift4 Payments provides a comprehensive ecosystem of commerce technologies simplifying complex payment environments for businesses globally. In the first quarter of 2025 the companys gross revenue less network fees grew XX% to $XXX million while payment volume increased XX% year-over-year to $XX billion. This performance is driven by its end-to-end integrated payments solution which serves hundreds of thousands of businesses across diverse industries from major stadiums and hotels to restaurants and online brands" @SergeyCYW on X 2025-07-08 11:32:26 UTC 6337 followers, XXX engagements
"@BigBullCap Long $TTD. Analysts forecast revenue growth at +18.0% for 2025 and +18.8% for 2026. 💪" @SergeyCYW on X 2025-07-22 12:54:42 UTC 6333 followers, XXX engagements
"MongoDB Inc. $MDB MongoDB now operates as a comprehensive data platform aligned with DevOps and AI/ML workflows. The document model supports both transactional and analytical workloads. MongoDB Atlas Data Lake enables federated querying across S3 and cloud environments. Real-time processing through sharding and aggregation pipelines supports built-in ETL operations. Change streams provide real-time data modification alerts. Multi-cloud deployment spans 115+ regions with flexible support for AWS Azure and GCP. MongoDB supports diverse data types including text images and video streamlining" @SergeyCYW on X 2025-07-14 12:48:27 UTC 6334 followers, XXX 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" @SergeyCYW on X 2025-07-08 11:32:08 UTC 6337 followers, 4800 engagements
"@Brian_Stoffel_ Mixed Q2 fom $TSLA. Revenue beat est by XXX% but Inventory days climbed to XX and Gross margin slipped to 17.2%" @SergeyCYW on X 2025-07-24 03:52:33 UTC 6334 followers, XXX engagements
"$PLTR Q4'24 Earnings Preview Consensus Estimates: Revenue $771M (+26.7% YoY) EPS $XXXX (+37.5% YoY) If $PLTR beat estimates by XXX% (same as last quarter) Q4'24 Revenue Growth will be +31.3% YoY Management Guidance: Q4'24 $XXX - $771M guide (+26.4% YoY) $2805 - $2809M FY guide (+26.2% YoY) raised by 2.15%" @SergeyCYW on X 2025-02-03 03:40:28 UTC 6330 followers, 1318 engagements
"The Americas region accounts for XX% of total revenue making it $PANW Palo Altos largest market with revenue growing +12% YoY in Q1. The EMEA region contributes XX% of total revenue with growth accelerating to +20% YoY. The APAC region remains the smallest by revenue but its growth also accelerated to +23% YoY. Both EMEA and APAC are growing faster than the company's overall revenue growth rate a sign of expanding international momentum" @SergeyCYW on X 2025-07-21 14:56:50 UTC 6334 followers, XXX engagements
"$GOOGL $GOOG Q2'25 Results: $96428M rev (+13.8% YoY +6.9% QoQ) beat est by XXX% 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 $XXXX beat est by XXX% Segment Revenue ➡Google Search $54190M rev (+11.7% YoY XXXX% of Rev)🟡 ➡YouTube ads $9796M rev (+13.1% YoY XXXX% of Rev)🟡 Google Network $7354M rev (-1.2% YoY XXX% of Rev)🟡 ➡Google advertising $71340M rev (+10.4% YoY XXXX% of Rev)🟡 Google subscriptions $11203M rev (+20.3% YoY XXXX% of Rev)🟢 ➡Google Services $82543M rev (+11.7% YoY XXXX% Op Margin" @SergeyCYW on X 2025-07-24 11:28:05 UTC 6334 followers, 1694 engagements
"Thank you. According to SBC I believe it's important to evaluate the level of SBC relative to expected growth and also to track the SBC/Revenue trend over time. If the ratio is decreasing thats a healthy dynamic. A good example of poor SBC discipline is $CFLT they have one of the highest SBC/Revenue ratios among SaaS companies combined with slowing revenue growth which makes it even more concerning" @SergeyCYW on X 2025-07-15 13:03:06 UTC 6333 followers, XXX engagements
"CrowdStrike Holdings Inc. $CRWD CrowdStrikes Falcon platform runs autonomous endpoint agents that detect investigate and neutralize threats using behavioral AI. Agents work at the kernel level allowing real-time system-wide monitoring. With coverage of millions of endpoints its global intelligence improves continuously. CrowdStrikes lightweight agent design ensures rapid deployment and minimal system impact offering operational efficiency and superior protection" @SergeyCYW on X 2025-07-23 15:03:50 UTC 6333 followers, XXX engagements
"Amazon $AMZN Amazon Prime Video operates as the most visited pay TV platform tied to over XXX million Prime members across 9000+ devices. It serves as both a content provider and subscription aggregator. The unified billing system and app integration simplify access to premium channels like HBO Max Apple TV+ and Paramount+. In one year XXX million HBO Max subscribers joined via Prime Video. Heavy AI investment drives personalized recommendations and channel customization. Starting October 2025 Prime Video will stream NBA games expanding into live sports. Full Prime membership at $14.99/month" @SergeyCYW on X 2025-07-22 12:33:42 UTC 6329 followers, XXX engagements
"$PANW's non-GAAP operating expenses have decreased primarily due to reduced Sales & Marketing (S&M) spending which declined from XX% two years ago to 30%. 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 4%" @SergeyCYW on X 2025-07-21 14:57:10 UTC 6334 followers, XXX engagements
"$NOW Q2'25 Results: $3215M rev (+22.4% YoY +18.6% LQ) beat est by XXX% Gross Margin* (81.0% -XXX PPs YoY)🟡 Operating Margin* (29.7% +2.3 PPs YoY) FCF Margin (16.6% +3.0 PPs YoY) Net Margin (12.0% +2.0 PPs YoY) EPS* $XXXX beat est by 14.2%🟢 non-GAAP Subscription Revenue $3113.0M Subscription rev (+22.5% YoY) Subscription GM (80.6% -XXX PPs YoY) Key Metrics RPO $10.92B (+24.4% YoY)🟢 RPO $23.90B (+28.5% YoY)🟢 ➡Renewal Rate XX% (98% LQ) Average ACV of $5M+ ACV Customers $14.50M (+7.4% YoY) Customers XXX customers $5M+ ACV (+19.7% YoY +20) Operating expenses S&M*/Revenue XXXX% (-0.9 PPs YoY)" @SergeyCYW on X 2025-07-24 10:34:05 UTC 6333 followers, 1164 engagements
"$IOT Samsara trades at a Forward P/E of XXXX with revenue growth of XXXX% YoY in the last quarter. The EPS growth forecast for 2026 is +25.3% with a P/E of XXXX resulting in a 2026 PEG ratio of XXX. For 2027 EPS is expected to grow +26.8% with a P/E of XXXX and a PEG ratio of XXX still on the higher side. That said Samsara only became non-GAAP profitable in 2023 and remains in the early stages of its growth story which partly justifies the premium valuation" @SergeyCYW on X 2025-07-16 14:34:14 UTC 6333 followers, XXX engagements
"Let's consider the Rule of XX metric for evaluating SaaS* companies compared to valuation by EV/S multiple (next year). The Rule of XX helps investors balance growth and profitability offering deeper insights into company efficiency unlike EV/S multiples which reflect only revenue expectations. Combining both metrics ensures you're paying a fair price for sustainable high-quality growth rather than chasing top-line expansion alone. A company meeting or exceeding the XX% threshold is generally viewed positively attracting investors who value both growth and profitability. In this analysis I've" @SergeyCYW on X 2025-07-14 14:27:05 UTC 6333 followers, 4750 engagements
"@BigBullCap Strong Q2 from $GOOGL revenue growth +13.8% YoY beat est by 2.7%" @SergeyCYW on X 2025-07-24 03:22:07 UTC 6334 followers, XXX engagements
"Palo Alto Networks Inc. $PANW Palo Altos AI agents continuously monitor user behavior endpoint activity and network traffic to coordinate real-time threat response. Agents act independently to detect and mitigate complex attacks while maintaining audit trails and explainability. Trained on decades of threat intelligence the system learns from a vast customer base creating strong network effects. Its integrated security architecture and low-friction automation provide a powerful defensible position" @SergeyCYW on X 2025-07-23 15:04:20 UTC 6329 followers, XXX engagements
"$IOT Balance Sheet: Total debt stands at $82M while Samsara holds $698M in cash and cash equivalents exceeding its total debt and ensuring a healthy balance sheet reflects a virtually debt-free balance sheet" @SergeyCYW on X 2025-07-16 14:35:12 UTC 6334 followers, XXX engagements
"@StockSavvyShay @Polymarket $GOOGL Cloud showed accelerating growth in Q2 reaching +32% YoY while Google is successfully driving its horizontal AI agent strategy through Gemini models and Vertex AI Agent Builder" @SergeyCYW on X 2025-07-25 17:35:14 UTC 6335 followers, 1552 engagements
"Streaming platform industry remains one of the fastest-growing areas in digital entertainment with strong momentum across multiple segments. According to ResearchAndMarkets the global video streaming market is expected to grow from $XXXXXX billion in 2024 to $XXXXXX billion in 2025 reflecting a XXXX% CAGR. Within the category Subscription Video-on-Demand (SVoD) is projected to generate $XXXXXX billion in global revenue by 2025. Meanwhile the live streaming platform segment valued at $XXXXX billion in 2024 is growing even faster with a XXXX% CAGR outpacing traditional VOD models. The growth is" @SergeyCYW on X 2025-07-22 12:32:59 UTC 6337 followers, 2339 engagements
"$TTD The Trade Desk holds a strong competitive moat built on economies of scale a very strong network effect and high switching costs. Its $616M Q1 2025 revenue and XX% retention rate reflect operational scale and customer loyalty. As the leading independent DSP it benefits from a self-reinforcing ecosystem across the open internet especially in CTV. The Kokai platform and UID2 strengthen its IP position though rapid tech shifts demand constant innovation. Deep platform integration and mission-critical performance create substantial frictionfor clients to switch" @SergeyCYW on X 2025-07-11 12:49:32 UTC 6331 followers, XXX engagements
"Datadog Inc. $DDOG Datadog supports AI agent observability via its AI Agents Console offering performance monitoring decision path analytics and behavior insights. LLM Experiments allow testing and debugging prior to deployment. Datadogs real-time metrics are critical for safe large-scale agent rollouts. Its platform neutrality enables observability regardless of backend infrastructure making it essential for production-grade agent governance" @SergeyCYW on X 2025-07-23 15:04:01 UTC 6336 followers, XXX engagements
"PubMatic Inc. $PUBM PubMatic's strategic advantage centers on its independent supply-side platform status positioning it as the largest independent sell-side advertising company globally. The company reported Q1 2025 revenue of $XXXX million representing X% year-over-year growth with contribution ex-TAC reaching $XXXXX million up XX% year-over-year. The platform's competitive edge strengthens through Connected TV market dominance. PubMatic holds the X position in CTV SSP market share in both the US and Canada with CTV revenue growing over XX% year-over-year in Q1 2025. Supply Path" @SergeyCYW on X 2025-07-11 11:32:45 UTC 6333 followers, XXX engagements
"@StockSavvyShay Long $CRWD $TTD $NET $SHOP and $AXON" @SergeyCYW on X 2025-07-26 11:22:10 UTC 6336 followers, 1207 engagements
"Fintech sector is one of the fastest-growing and most promising attracting a wave of high-tech companies. However competition is intense and identifying the market leaders is key. The global fintech market is valued between $209.7B and $340.1B in 2024 with forecasts projecting it will exceed $X trillion over the next decade. Analysts estimate a CAGR between XX% and XX% driven by rapid digital transformation and innovation. According to Market Data Forecast the market could grow from $209.7B to $1.58T by 2033 reflecting a XXXXX% CAGR. Digital adoption is the core growth driver. In 2024 digital" @SergeyCYW on X 2025-07-08 11:32:03 UTC 6334 followers, 65.9K engagements
"HubSpot Inc. $HUBS HubSpot integrates agents through Breeze Agents supporting SMBs with automation across support marketing and sales. Agents manage interactions content workflows and campaign orchestration. HubSpots UI simplicity and unified CRM stack deliver agent utility across the full customer lifecycle. Its integration ecosystem broadens function and reach enabling highly tailored automation for small businesses lacking large-scale IT support" @SergeyCYW on X 2025-07-23 15:04:04 UTC 6336 followers, XXX engagements
"AMC Entertainment $AMC AMC operates XXX theaters and 10000 screens globally offering a unique value within the streaming ecosystem through theatrical distribution. In July 2025 AMC reached a creditor agreement to strengthen its balance sheet supported by strong box office performance. Its competitive edge lies in premium format offerings and theater upgrades. AMC enhances content visibility and cultural relevance through exclusive theatrical windows complementing streaming releases. Focus on large format experiences and improved food services positions AMC as a differentiated entertainment" @SergeyCYW on X 2025-07-22 12:33:47 UTC 6329 followers, XXX engagements
"Warner Bros Discovery $WBD In June 2025 WBD announced it will split into two public companies by mid-2026: one for streaming and studios (HBO Max Warner Bros) and another for global linear networks (CNN Discovery TNT). The restructuring allows the streaming unit to scale without legacy cable drag. Its strength lies in its premium content portfolio: HBO originals Warner films and DC content. Following its 2023 Max rebrand subscribers dropped by XXX million but strategic content remains a draw. In March 2025 WBD acquired a XX% stake in OSN Streaming for $XX million signaling global ambitions" @SergeyCYW on X 2025-07-22 12:34:03 UTC 6337 followers, XXX engagements
"$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 $XX million. The company's competitive edge is its simplicity predictable pricing and strong community support making it an accessible alternative to larger cloud providers" @SergeyCYW on X 2025-07-08 11:32:47 UTC 6333 followers, XXX engagements
"$GOOGL Management comments on the earnings call. Financial Momentum Anat Ashkenazi Chief Financial Officer We had another solid quarter in Q2. Consolidated revenue of $XXXX billion increased by 14%. Net income increased XX% to $XXXX billion and earnings per share increased XX% to $XXXX. Cloud Acceleration Sundar Pichai Chief Executive Officer We are seeing significant demand for our comprehensive AI product portfolio. The breadth of our offerings has been really driving demand. Cloud Scale & Commitment Anat Ashkenazi Chief Financial Officer Google Cloud backlog reached $XXX billion up 38%" @SergeyCYW on X 2025-07-24 16:27:05 UTC 6336 followers, 1348 engagements
"Synopsys $SNPS Synopsys leads in EDA software and semiconductor IP enabling chip design from concept to production. It received regulatory approval to acquire ANSYS enhancing simulation capabilities and completed advanced tape-outs with Samsung. The company forecasts Q3 revenue of $1.76$1.79 billion driven by demand for AI chip design tools. In Q3 2024 Synopsys posted $XXXXX billion in revenue up XX% YoY with non-GAAP EPS up XX% to $XXXX. Its AI-driven design automation and silicon-proven IP solutions reinforce its critical role across the semiconductor industry" @SergeyCYW on X 2025-07-17 14:59:00 UTC 6337 followers, XXX engagements
"$PANW Balance Sheet: Total debt stands at $806M while Palo Alto holds $3300M in cash and cash equivalents exceeding total debt and ensuring a healthy balance sheet" @SergeyCYW on X 2025-07-21 14:57:14 UTC 6334 followers, XXX engagements
"@Stock_Opine Great breakdown on $GOOGL and nice format for earnings analysis. 👍" @SergeyCYW on X 2025-07-25 14:03:41 UTC 6335 followers, XXX engagements
"$NOW Q2'25 Earnings Preview Consensus Estimates: Revenue $3122M (+18.8% YoY) EPS $XXXX (+14.4% YoY) If $NOW beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +18.9% YoY Management Guidance: Q2'25 $3030 - $3035M guide (+19.3% YoY) $12640 - $12680M FY guide (+18.9% YoY) raised by 0.04%" @SergeyCYW on X 2025-07-21 11:34:04 UTC 6334 followers, 5731 engagements
"@BigBullCap If $GOOGL beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +11.9% YoY" @SergeyCYW on X 2025-07-22 12:11:45 UTC 6334 followers, XXX engagements
"Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative" @SergeyCYW on X 2025-07-19 14:28:04 UTC 6334 followers, 1899 engagements
"$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 also remains elevateddespite a slight decline the weighted-average number of basic common shares outstanding is still relatively high having increased by XXX% YoY" @SergeyCYW on X 2025-07-21 14:57:19 UTC 6334 followers, XXX engagements
"$IOT Samsara is seeing a slowdown in Annual Recurring Revenue (ARR) growth which came in at +30.6% YoY in Q1 roughly in line with the companys revenue growth" @SergeyCYW on X 2025-07-16 14:34:50 UTC 6334 followers, XXX engagements
"$TSLA Q2'25 Financial Results $22496M rev (-11.8% YoY -XXX% LQ) beat est by XXX% GM (17.2% -XXX PPs YoY)🟡 Adjusted EBITDA Margin (15.1% +0.7 PPs YoY) Operating Margin (4.1% -XXX PPs YoY)🟡 FCF Margin (0.6% -XXX PPs YoY)🟡 Net Margin (5.2% -XXX PPs YoY)🟡 ➡EPS $XXXX in line with est Operating expenses S&M+G&A/Revenue XXX% (+1.1 PPs YoY) R&D/Revenue XXX% (+2.9 PPs YoY) Dilution SBC/rev X% -XXX PPs QoQ Basic shares up XXX% YoY -XXX PPs QoQ Diluted shares up XXX% YoY +0.0 PPs QoQ Pros EBITDA margin rose YoY to XXXX% showing op strength. $XXXX EPS matched street supported by cost mix shift." @SergeyCYW on X 2025-07-24 03:44:33 UTC 6334 followers, 1714 engagements
"Analysts forecast +21.8% revenue growth for $IOT in 2026 and +21.1% in 2027. 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" @SergeyCYW on X 2025-07-16 14:34:18 UTC 6337 followers, XXX engagements
"Arm Holdings $ARM Arm Holdings licenses processor architectures that power most mobile devices and is expanding into data centers. It recently surpassed $X billion in quarterly revenue for the first time driven by growing demand for Arm-based AI processors. Arms strategic advantage is its ubiquitous architecture and expanding platform including the Armv9 Edge AI for IoT. The company is evolving beyond IP licensing positioning for greater AI value capture. Analysts believe Arm may move into ASIC production potentially becoming a major player in custom AI chips. Strong partnerships and" @SergeyCYW on X 2025-07-17 14:58:41 UTC 6334 followers, XXX engagements
"$NFLX Q2'25 Results: $11.079B rev (+15.9% YoY +12.5% LQ) beat est by XXX% GM (51.9% +6.1 PPs YoY)🟢 EBIT Margin (34.1% +6.8 PPs YoY)🟢 FCF Margin (20.5% +7.8 PPs YoY) Net Margin (28.2% +5.7 PPs YoY)🟢 EPS $XXXX beat est by 1.6%🟢 KPI XXX% Share of US TV Viewing (-0.1 PPs YoY) Regional Breakdown $4.929B UCAN rev (+14.7% YoY XX% of Rev) $3.538B EMEA rev (+17.6% YoY XX% of Rev) $1.307B LATAM rev (+8.5% YoY XX% of Rev) $1.305B APAC rev (+24.1% YoY XX% of Rev) Operating expenses S&M/Revenue XXX% (-0.3 PPs YoY) R&D/Revenue XXX% (+0.0 PPs YoY) G&A/Revenue XXX% (-0.8 PPs YoY) Dilution SBC/rev X% -0.0" @SergeyCYW on X 2025-07-18 03:34:26 UTC 6334 followers, 1464 engagements
"Over the past year $IOT Samsara has significantly improved its margins: Gross Margin rose from XXXX% to 78.5%. Operating Margin increased from XXX% to 13.9%. FCF margin increased from XXX% to 12.4%" @SergeyCYW on X 2025-07-16 14:35:04 UTC 6334 followers, XXX 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" @SergeyCYW on X 2025-07-26 14:33:06 UTC 6335 followers, 1363 engagements
"@StockSavvyShay @fiscal_ai $GOOGL Revenue by segments" @SergeyCYW on X 2025-07-24 11:17:52 UTC 6334 followers, XXX engagements
"Texas Instruments $TXN Texas Instruments announced a $XX billion investment to build seven fabs in Texas and Utahthe largest foundational semiconductor buildout in U.S. history. The expansion will create 60000+ jobs and provide low-cost 300mm capacity for analog and embedded chips vital to most electronics. The Sherman Texas mega-site alone is receiving up to $XX billion for four fabs spanning XXX million square feet of cleanroom space. TI's vertically integrated model and long-standing partnerships with Apple Ford Medtronic NVIDIA and SpaceX provide a strong moat. Its domestic manufacturing" @SergeyCYW on X 2025-07-17 14:59:04 UTC 6337 followers, XXX engagements
"Lam Research Corporation $LRCX Lam Research supplies wafer fabrication equipment focused on deposition etch and clean technologies. In Q1 2025 revenue rose to $XXXX billion up XXX% sequentially with record foundry performance and XXXX% gross margin. Guidance for June 2025 projects $XXXX billion revenue and XXXX% non-GAAP gross margin. Lams strategic edge comes from its Striker SPARC ALD product and expanded use of ALTUS Halo Mo in 3D NAND. Its alignment with AI and memory innovation positions it well for the expected $XXX billion in 2025 wafer fabrication equipment spending" @SergeyCYW on X 2025-07-17 14:59:23 UTC 6337 followers, XXX engagements
"GitLab Inc. $GTLB GitLabs Duo Workflow now in private beta allows autonomous agents to manage DevOps pipelinescode refactoring testing deployment and vulnerability remediation. Agents operate across the full SDLC with visibility into decisions. GitLabs integrated platform reduces tool-switching and leverages project context for more effective agent-driven automation. It differentiates by embedding agentic functionality within a unified DevOps environment" @SergeyCYW on X 2025-07-23 15:03:53 UTC 6329 followers, XXX engagements
"Adobe Inc. $ADBE Adobe's strategic advantage lies in its comprehensive AI-powered marketing cloud platform that unites creativity and marketing capabilities. The company reported record Q2 2025 revenue of $XXXX billion representing XX% year-over-year growth with Digital Experience segment revenue reaching $XXXX billion. Adobe's competitive moat deepens through GenStudio for Performance Marketing a generative AI-first application that enables businesses to create on-brand paid social ads display ads and marketing emails at scale. The platform's extensibility framework connects with third-party" @SergeyCYW on X 2025-07-11 11:32:49 UTC 6334 followers, XXX engagements
"$IOT Q1'25 Results: $366.9M rev (+30.7% YoY +25.3% LQ) beat est by XXX% GM* (78.5% +1.6 PPs YoY)🟢 Operating Margin* (13.9% +11.7 PPs YoY) FCF Margin (12.5% +5.8 PPs YoY) Net Margin (-6.0% +7.7 PPs YoY) EPS* $XXXX beat est by 83.3%🟢 non-GAAP Key Metrics ➡NRR $10K+ ARR XXX% (115% LQ) ➡ARR $1.54B (+30.6% YoY +78 net new ARR)🟡 ➡Billings $387M (+27.7% YoY)🟡 Customers ➡2638 $100k+ customers (+35.1% YoY +154) Operating expenses S&M/Revenue XXXX% (-7.1 PPs YoY) R&D*/Revenue XXXX% (-2.0 PPs YoY) G&A*/Revenue XXXX% (-1.1 PPs YoY) Quarterly Performance Highlights Net New ARR $78M (+5.2% YoY) CAC*" @SergeyCYW on X 2025-06-06 10:28:03 UTC 6329 followers, 1826 engagements
"Key points from $NOW ServiceNows Second Quarter 2025 Earnings Call: Financial Performance: Q2 2025 subscription revenue was $3.113B up XXXX% YoY beating guidance by XXX bps. CRPO also rose 21.5%. Operating margin hit XXXX% (+250 bps) and free cash flow margin was XXXX% (+300 bps YoY). ServiceNow closed XX deals $1M including XX $5M. RPO ended at $23.9B (+25.5% YoY); current RPO reached $10.92B (+21.5%). Renewal rate remained 98%. Technology Workflows: Growth was driven by adoption across ITSM ITOM ITAM and Security. ITAM hit a record deal with XX% YoY ACV growth. ITOM Plus deal volume" @SergeyCYW on X 2025-07-24 12:58:07 UTC 6336 followers, 1013 engagements
"A valuation chart based on the Forward EV/GP ratio relative to analysts' revenue growth forecasts for next year. Trading at a premium: $PLTR. Trading below average valuation: $GTLB $SNOW $HUBS $AMZN $PATH" @SergeyCYW on X 2025-07-23 15:03:17 UTC 6337 followers, XXX engagements
"@DividendDude_X $GOOGL showed growth acceleration across all segments in Q2. 💪" @SergeyCYW on X 2025-07-24 15:49:55 UTC 6335 followers, XXX engagements
"@samsolid57 Long $NET it's my largest position in the portfolio. 🥳" @SergeyCYW on X 2025-07-25 16:10:56 UTC 6334 followers, XXX engagements
"Snowflake Inc. $SNOW Snowflakes Intelligence platform enables business users to deploy autonomous agents that query and reason across structured and unstructured data. Its Data Science Agent automates analytics and ML workflows via conversational interfaces. Agents operate natively across AWS Azure and Google Cloud eliminating vendor lock-in. Snowflakes position at the data layer allows agents to access and reason over enterprise-wide information securely and at scale" @SergeyCYW on X 2025-07-23 15:03:46 UTC 6333 followers, XXX engagements
"SaaS companies* are typically evaluated based on the EV/Sales multiple relative to their projected revenue growth for the next year. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future potential rather than just its current performance. Additionally understanding forward growth helps investors make informed decisions by comparing a companys projections with its industry peers and market expectations providing a clearer view of its growth trajectory. I also include data on Operating Margin in the chart" @SergeyCYW on X 2025-07-19 12:31:04 UTC 6334 followers, 2928 engagements
"$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" @SergeyCYW on X 2025-07-16 14:35:08 UTC 6334 followers, XXX engagements
"Taiwan Semiconductor Manufacturing Company $TSMC TSMC is the worlds largest dedicated semiconductor foundry holding a mid-60s market share. In Q2 2025 it posted record net revenue of NT$933.80 billion up XXXXX% YoY and net income of NT$398.3 billion up XX% driven by AI chip demand. Its strength lies in cutting-edge process tech. It currently manufactures 5nm chips in Arizona and is advancing 3nm and 2nm technologies. TSMC raised its 2025 revenue growth outlook to XX% in USD terms citing strong AI infrastructure demand. With fabs in Taiwan China and the U.S. and plans to open Japan Advanced" @SergeyCYW on X 2025-07-17 14:58:52 UTC 6337 followers, XXX engagements
"Applied Materials $AMAT Applied Materials is the global leader in materials engineering and chip manufacturing equipment. In Q2 2025 the company posted $XXX billion in revenue and $XXXX EPS slightly below estimates but demonstrating resilience. Its DRAM systems business grew to XX% of segment revenue in Q1 2025 up from XX% the prior quarter. Applied's strength lies in its broad portfoliowafer fabrication deposition and etch toolsenabling chipmakers to scale efficiently. Strategic partnerships with TSMC Samsung and Intel reinforce its leadership in AI chip production. Management flagged" @SergeyCYW on X 2025-07-17 14:59:11 UTC 6334 followers, XXX engagements
"$IOT Samsara is trading at a Forward EV/Sales multiple of XXXXX which is below its average of XXXXX. Currently Samsara is valued below its historical average Forward EV/Sales level and has declined from a local peak of 22x back in March 2025" @SergeyCYW on X 2025-07-16 14:34:10 UTC 6334 followers, XXX engagements
"Amazon Inc. $AMZN Amazon's advertising revenue reached $XXXXX billion in Q1 2025 representing XX% year-over-year growth and accounting for XXX% of total company revenue. The company's strategic advantage stems from its unique e-commerce data ecosystem and first-party purchase intent signals unavailable to competitors. Amazon's competitive moat expands through comprehensive first-party data capabilities spanning shopping behavior demographics and purchase history across 300+ million active customers. The platform's Demand-Side Platform (DSP) leverages proprietary approach to deterministic and" @SergeyCYW on X 2025-07-11 11:32:53 UTC 6334 followers, XXX engagements
"ServiceNow Inc. $NOW ServiceNow embeds agentic AI into its Now Platform via GenAI architecture and Now Assist agents. The AI Agent Studio launched in 2025 allows no-code low-code and pro-code agent creation. Agents automate ITSM HR and customer service workflows autonomously. AI Agent Orchestrator introduced in the Yokohama release chains agents across business modules for end-to-end workflow automation. ServiceNows value lies in zero-touch resolution proactive monitoring and deep integration into enterprise systems" @SergeyCYW on X 2025-07-23 15:03:57 UTC 6334 followers, XXX engagements
"@JonahLupton $APP has the highest Rule of XX among the companies Im currently tracking" @SergeyCYW on X 2025-07-15 05:23:48 UTC 6320 followers, 1750 engagements
"The Trade Desks Competitive Advantage Is Widening The Trade Desk $TTD continues to build one of the most defensible moats in ad techsupported by economies of scale platform stickiness and strong network effects. With Q1 2025 revenue at $616M and customer retention above XX% the company's flywheel across the open internet looks increasingly hard to replicate. Lets break down Technology Leadership and Recognition 🧵👇" @SergeyCYW on X 2025-07-11 15:03:05 UTC 6328 followers, 1927 engagements
"Amazon Inc. $AMZN AWS leads cloud DevOps with services like CodePipeline CodeDeploy CodeCommit and CodeBuild. With XX regions and XX availability zones AWS offers unmatched global reach. The platform automates builds tests and deployments across industries enabling high-speed application delivery. Integration with 200+ managed services including Lambda SageMaker and IoT Core powers next-gen DevOps. Security features include encryption via KMS detection via GuardDuty and full compliance with ISO HIPAA and GDPR. AWS's pay-as-you-go pricing and Auto Scaling features reduce cost and complexity." @SergeyCYW on X 2025-07-14 12:48:42 UTC 6333 followers, XXX engagements
"$IOT Leads Connected OpsBut why Is the Stock Lagging S&P500 Samsara is down -XXXX% YTD while S&P500 up 62%. Should you invest now Lets examine the valuation revenue growth rate key metrics profitability and expenses. A short 🧵👇" @SergeyCYW on X 2025-07-16 14:34:05 UTC 6334 followers, 3659 engagements
"Advanced Micro Devices $AMD AMD provides high-performance computing solutions across CPUs GPUs and data center processors. It became the first company to tape out a 2nm chip using TSMCs advanced process for its next-gen EPYC Venice processor set for 2026. Its portfolio addresses both gaming and enterprise computing. Successful 5th Gen EPYC bring-up at TSMCs Arizona facility marked its first U.S. manufacturing push. The acquisition of ZT Systems strengthens AMDs AI server capacity and supply chain across Taiwan and the U.S. Focus on multi-core processing and energy efficiency distinguishes AMD" @SergeyCYW on X 2025-07-17 14:58:48 UTC 6337 followers, XXX engagements
"A valuation chart based on the Forward EV/Sales ratio relative to analysts' revenue growth forecasts for next year. Trading at a premium: $NFLX $AAPL. Trading below average valuation: $ROKU $FUBO $AMC" @SergeyCYW on X 2025-07-22 12:33:06 UTC 6336 followers, XXX engagements
"Valuation based on the Forward P/E ratio relative to analysts' EPS growth forecasts for next year. Trading at a premium: $PLTR $SNOW. Trading below average valuation: $NVDA $AMZN $ADBE" @SergeyCYW on X 2025-07-23 15:03:22 UTC 6329 followers, XXX engagements
"@Beth_Kindig If $GOOGL delivers a XXX% beat on estimates just like it did last quarter its Q225 revenue growth would reach +11.9% year-over-year" @SergeyCYW on X 2025-07-23 16:03:56 UTC 6331 followers, XXX engagements
"Adobe Inc. $ADBE Adobes Firefly agents automate design content generation and campaign optimization in Creative and Experience Cloud. Agents assist with asset creation design refinement and brand consistency. Adobes massive creative dataset and deep user behavior insights power uniquely capable agents. Its vertical integration across creation delivery and optimization positions Adobe to dominate AI-enhanced creative workflows. The Creative Cloud ecosystem amplifies agent performance with scale and feedback" @SergeyCYW on X 2025-07-23 15:04:39 UTC 6336 followers, XXX engagements
"Analysts forecast $TTD's revenue growth at +18.0% for 2025 and +18.8% for 2026. Based on these projections The Trade Desk appears fairly valued on an EV/Sales basis relative to other digital advertising companies" @SergeyCYW on X 2025-07-11 12:49:16 UTC 6328 followers, XXX engagements