[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.] [@FundaBottom](/creator/twitter/FundaBottom) "I agree with Guggenheim's calculations about $DDOG. From our research OpenAI indeed intends to do exactly this. So it's better to wait until DDOG proactively mentions this matter or until OpenAI's latest renewal is completed"  [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1944790847217864768) 2025-07-14 16:07:25 UTC 2493 followers, 2468 engagements "Before diving into our formal analysis let's discuss Datadog and OpenAI. $DDOG We previously noted in our Snowflake report that OpenAI has been implementing a Grafana/Clickhouse + Clickhouse/SNOW/Databricks architecture to replace Datadog. By late last year they were pushing for a complete transition but this triggered significant outage. Consequently the replacement pace has slowed though the migration efforts continue. This makes Guggenheim's research report from yesterday particularly valuable. From an investment perspective once the OpenAI risk factor is fully priced in Datadog presents a"  [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1942949010689651068) 2025-07-09 14:08:37 UTC 2494 followers, 4561 engagements "Preview $GOOG 2Q25: Will AI Overview Generate Incremental Revenue for Google XX Expert Interviews Agency Survey AI Overview AI Mode Performance Max ChatGPT Antitrust After writing a report on Google Gemini and Coding Agent in June I still had many questions about AI Overview's impact on Google's ad revenue especially given its low ad load in 2Q25-3Q25 despite strong CPC. This comprehensive report is based on interviews with XX experts and provides updates on: -Overall ad revenue trends for Q2 2025 and full-year 2025 expectations -AI Overview performance and implementation -AI Mode rollout and"  [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1947327731378847869) 2025-07-21 16:08:05 UTC 2494 followers, 1573 engagements "Deep $DDOG: BitsAI A Hidden AI Agent Play New Growth Driver could Drive Revenue Upside and Re-rating Datadogs share price has corrected sharply since late 2024 on fear of its largest customer OpenAI cutting off from them and has fully recovered since bottoming in April. The strong rebound was partially driven by the stabilized relationship with OpenAI tailwind from AI agent adoption as well as the unexpected S&P500 index inclusion. We sense that market has been desperate to find another AI winner in infra software space besides SNOW and DDOG has become a ideal candidate as AI agents bring"  [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1942948907832561677) 2025-07-09 14:08:12 UTC 2490 followers, 5859 engagements "If Kellanova had been successfully acquired a spot would have opened up in the S&P XXX. Now with the EU antitrust investigation there's no position available for $APP this Q"  [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1935373402879181071) 2025-06-18 16:25:51 UTC 2493 followers, 5694 engagements "After Mark Zuckerberg announced the 5GW data center construction plan we quickly interviewed a data center expert to understand the latest developments. $Meta Prometheus is expected to bring 1GW online in 2H26 equipped with GB300 GPUs for training scenarios. Hyperion is expected to bring 1.4GW online in 2027 equipped with Vera Rubin GPUs expanding to 5GW by 2030. This project has a training:inference ratio of 35%:65% with experts projecting AMD could secure a XX% share of the inference portion. Meta Prometheus in Ohio: Total 1GW capacity expected to be fully online by 2H26. This cluster is"  [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1945835399131406499) 2025-07-17 13:18:05 UTC 2495 followers, 1954 engagements "I still want to emphasize that I hope friends discussing $DDOG with me these past few days will look at the report we published last week. Actually I'm very fond of Data Infrastructure - in Q3 last year we captured $SNOW's reversal through very detailed research and during that research we were surprised to discover that OpenAI's self-built Monitor Stack used SNOW to store Log Data from Azure GPU Instances. So OpenAI's self-built Monitor Stack also benefits SNOW which you can all find in my report from last year. I also really like DDOG - Agents call processes XX times more frequently than"  [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1945658513935773824) 2025-07-17 01:35:12 UTC 2493 followers, 1374 engagements "Our source also confirms Alchip being selected for Tranium X. Marvell could be providing the analog part of the serdes IP. $MRVL"  [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1924808512515014754) 2025-05-20 12:44:45 UTC 2493 followers, 1592 engagements "$META's 5GW is truly of significant importance X GW data center corresponds to approximately $27Bn in CAPEX including GPUs $15bn (400K GB300) + Networking $2bn + storage $0.8-0.9bn + power/cooling/HVAC $9bn. Besides Hyperion there are also Prometheus under construction and the future Titan. This suggests that the current $64Bn CAPEX may grow to $100Bn within X years. In fact I believe it might reach that in just X years That means XX% CAPEX growth annually from 2026-2028 Such high CAPEX will put significant pressure on costs. What will META use to offset the decline in gross margin"  [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1945128241553080820) 2025-07-15 14:28:06 UTC 2494 followers, 1262 engagements "Preview $META 2Q25: Product Innovations Drive Potential Revenue Acceleration-Part1 Agency Survey Tariffs TEMU/SHEIN Product Innovation Recommendation System Progress We publish META previews each quarter. Last quarter we successfully bet against consensus and identified META's significant beat opportunity in 1Q25. This quarter we remain excited. After investing more resources in our research we've strengthened our confidence in META's revenue growth for this quarter and the second half of the year. While CAPEX investments may lead to gross margin decline next year considering AI is the most"  [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1945502552352764004) 2025-07-16 15:15:28 UTC 2490 followers, 1481 engagements "The reason for such significant overages is because $DDOG's trace pricing model is based on the number of processes multiplied by monitored metrics. But now the number of process calls per single Agent is 10x that of a human so the ARR is growing extremely quickly"  [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1945474933477593281) 2025-07-16 13:25:43 UTC 2493 followers, 1711 engagements "OpenAI's $DDOG budget is growing too rapidly and they will soon undergo a second early renewal. The renewal will reduce unit pricing but increase usage volume. However in the long term OpenAI's determination to replace DDOG is very strong. You cannot calculate using Clickhouse revenue as OpenAI utilizes many open-source systems"  [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1945128637587653038) 2025-07-15 14:29:40 UTC 2495 followers, 3418 engagements "Preview $NOW 2Q25:A Quarter Not Likely to Steer Away Market Concerns X Experts Input We conducted channel checks with four leading ServiceNow partners this quarter. Overallchannel feedback indicates stable Q2 performance and Q3 outlookwith full-year targets remaining unchanged. On the product side CRM modules are experiencing the fastest growth and beginning to compete head to head with Salesforce in select segments while Federal business shows limited DOGE impact. However Al product adoption continues to progress slowlywhich may perpetuate near-term market concerns about Al disruption to"  [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1947327965781766232) 2025-07-21 16:09:01 UTC 2496 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@FundaBottom
"I agree with Guggenheim's calculations about $DDOG. From our research OpenAI indeed intends to do exactly this. So it's better to wait until DDOG proactively mentions this matter or until OpenAI's latest renewal is completed"
@FundaBottom on X 2025-07-14 16:07:25 UTC 2493 followers, 2468 engagements
"Before diving into our formal analysis let's discuss Datadog and OpenAI. $DDOG We previously noted in our Snowflake report that OpenAI has been implementing a Grafana/Clickhouse + Clickhouse/SNOW/Databricks architecture to replace Datadog. By late last year they were pushing for a complete transition but this triggered significant outage. Consequently the replacement pace has slowed though the migration efforts continue. This makes Guggenheim's research report from yesterday particularly valuable. From an investment perspective once the OpenAI risk factor is fully priced in Datadog presents a" @FundaBottom on X 2025-07-09 14:08:37 UTC 2494 followers, 4561 engagements
"Preview $GOOG 2Q25: Will AI Overview Generate Incremental Revenue for Google XX Expert Interviews Agency Survey AI Overview AI Mode Performance Max ChatGPT Antitrust After writing a report on Google Gemini and Coding Agent in June I still had many questions about AI Overview's impact on Google's ad revenue especially given its low ad load in 2Q25-3Q25 despite strong CPC. This comprehensive report is based on interviews with XX experts and provides updates on: -Overall ad revenue trends for Q2 2025 and full-year 2025 expectations -AI Overview performance and implementation -AI Mode rollout and" @FundaBottom on X 2025-07-21 16:08:05 UTC 2494 followers, 1573 engagements
"Deep $DDOG: BitsAI A Hidden AI Agent Play New Growth Driver could Drive Revenue Upside and Re-rating Datadogs share price has corrected sharply since late 2024 on fear of its largest customer OpenAI cutting off from them and has fully recovered since bottoming in April. The strong rebound was partially driven by the stabilized relationship with OpenAI tailwind from AI agent adoption as well as the unexpected S&P500 index inclusion. We sense that market has been desperate to find another AI winner in infra software space besides SNOW and DDOG has become a ideal candidate as AI agents bring" @FundaBottom on X 2025-07-09 14:08:12 UTC 2490 followers, 5859 engagements
"If Kellanova had been successfully acquired a spot would have opened up in the S&P XXX. Now with the EU antitrust investigation there's no position available for $APP this Q" @FundaBottom on X 2025-06-18 16:25:51 UTC 2493 followers, 5694 engagements
"After Mark Zuckerberg announced the 5GW data center construction plan we quickly interviewed a data center expert to understand the latest developments. $Meta Prometheus is expected to bring 1GW online in 2H26 equipped with GB300 GPUs for training scenarios. Hyperion is expected to bring 1.4GW online in 2027 equipped with Vera Rubin GPUs expanding to 5GW by 2030. This project has a training:inference ratio of 35%:65% with experts projecting AMD could secure a XX% share of the inference portion. Meta Prometheus in Ohio: Total 1GW capacity expected to be fully online by 2H26. This cluster is" @FundaBottom on X 2025-07-17 13:18:05 UTC 2495 followers, 1954 engagements
"I still want to emphasize that I hope friends discussing $DDOG with me these past few days will look at the report we published last week. Actually I'm very fond of Data Infrastructure - in Q3 last year we captured $SNOW's reversal through very detailed research and during that research we were surprised to discover that OpenAI's self-built Monitor Stack used SNOW to store Log Data from Azure GPU Instances. So OpenAI's self-built Monitor Stack also benefits SNOW which you can all find in my report from last year. I also really like DDOG - Agents call processes XX times more frequently than" @FundaBottom on X 2025-07-17 01:35:12 UTC 2493 followers, 1374 engagements
"Our source also confirms Alchip being selected for Tranium X. Marvell could be providing the analog part of the serdes IP. $MRVL" @FundaBottom on X 2025-05-20 12:44:45 UTC 2493 followers, 1592 engagements
"$META's 5GW is truly of significant importance X GW data center corresponds to approximately $27Bn in CAPEX including GPUs $15bn (400K GB300) + Networking $2bn + storage $0.8-0.9bn + power/cooling/HVAC $9bn. Besides Hyperion there are also Prometheus under construction and the future Titan. This suggests that the current $64Bn CAPEX may grow to $100Bn within X years. In fact I believe it might reach that in just X years That means XX% CAPEX growth annually from 2026-2028 Such high CAPEX will put significant pressure on costs. What will META use to offset the decline in gross margin" @FundaBottom on X 2025-07-15 14:28:06 UTC 2494 followers, 1262 engagements
"Preview $META 2Q25: Product Innovations Drive Potential Revenue Acceleration-Part1 Agency Survey Tariffs TEMU/SHEIN Product Innovation Recommendation System Progress We publish META previews each quarter. Last quarter we successfully bet against consensus and identified META's significant beat opportunity in 1Q25. This quarter we remain excited. After investing more resources in our research we've strengthened our confidence in META's revenue growth for this quarter and the second half of the year. While CAPEX investments may lead to gross margin decline next year considering AI is the most" @FundaBottom on X 2025-07-16 15:15:28 UTC 2490 followers, 1481 engagements
"The reason for such significant overages is because $DDOG's trace pricing model is based on the number of processes multiplied by monitored metrics. But now the number of process calls per single Agent is 10x that of a human so the ARR is growing extremely quickly" @FundaBottom on X 2025-07-16 13:25:43 UTC 2493 followers, 1711 engagements
"OpenAI's $DDOG budget is growing too rapidly and they will soon undergo a second early renewal. The renewal will reduce unit pricing but increase usage volume. However in the long term OpenAI's determination to replace DDOG is very strong. You cannot calculate using Clickhouse revenue as OpenAI utilizes many open-source systems" @FundaBottom on X 2025-07-15 14:29:40 UTC 2495 followers, 3418 engagements
"Preview $NOW 2Q25:A Quarter Not Likely to Steer Away Market Concerns X Experts Input We conducted channel checks with four leading ServiceNow partners this quarter. Overallchannel feedback indicates stable Q2 performance and Q3 outlookwith full-year targets remaining unchanged. On the product side CRM modules are experiencing the fastest growth and beginning to compete head to head with Salesforce in select segments while Federal business shows limited DOGE impact. However Al product adoption continues to progress slowlywhich may perpetuate near-term market concerns about Al disruption to" @FundaBottom on X 2025-07-21 16:09:01 UTC 2496 followers, XXX engagements