[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 Sergey Sergey posts on X about iot, $iot, eps, $googl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1343459213004173312/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX +6% - X Months XXXXXXXXX +25% - X Year XXXXXXXXX +1,511% ### Mentions: XXX [#](/creator/twitter::1343459213004173312/posts_active)  - X Week XXX +15% - X Month XXX +35% - X Months XXXXX +60% - X Year XXXXX +749% ### Followers: XXXXX [#](/creator/twitter::1343459213004173312/followers)  - X Week XXXXX +1.60% - X Month XXXXX +14% - X Months XXXXX +76% - X Year XXXXX +764% ### CreatorRank: XXXXXXX [#](/creator/twitter::1343459213004173312/influencer_rank)  ### Social Influence [#](/creator/twitter::1343459213004173312/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [iot](/topic/iot) 3.02%, [$iot](/topic/$iot) 2.7%, [eps](/topic/eps) #214, [$googl](/topic/$googl) #2113, [$panw](/topic/$panw) 2.38%, [googl](/topic/googl) #251, [$now](/topic/$now) #39, [networks](/topic/networks) 1.75%, [$nflx](/topic/$nflx) 1.43%, [agentic](/topic/agentic) #67 **Top accounts mentioned or mentioned by** [@stocksavvyshay](/creator/undefined) [@bigbullcap](/creator/undefined) [@dividenddudex](/creator/undefined) [@investingvisual](/creator/undefined) [@jonahlupton](/creator/undefined) [@ftrinvestors](/creator/undefined) [@bourboncap](/creator/undefined) [@bethkindig](/creator/undefined) [@jessecoheninv](/creator/undefined) [@daveyjuice](/creator/undefined) [@qualityinvest5](/creator/undefined) [@mmmtwealth](/creator/undefined) [@dividendtalks](/creator/undefined) [@fools_gd](/creator/undefined) [@davey_juice](/creator/undefined) [@lovinapplovin](/creator/undefined) [@stockopine](/creator/undefined) [@garyblack00](/creator/undefined) [@fiscalai](/creator/undefined) [@stockmarketnerd](/creator/undefined) **Top assets mentioned** [Helium IOT (IOT)](/topic/$iot) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Now Coin (NOW)](/topic/$now) [Netflix Inc (NFLX)](/topic/$nflx) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [MercadoLibre Inc (MELI)](/topic/$meli) [MongoDB, Inc. (MDB)](/topic/$mdb) [Palantir (PLTR)](/topic/$pltr) [Atlassian Corporation PLC (TEAM)](/topic/$team) [NuCypher (NU)](/topic/$nu) [Toast, Inc. (TOST)](/topic/$tost) [Tesla, Inc. (TSLA)](/topic/$tsla) [Roku, Inc. (ROKU)](/topic/$roku) [Microsoft Corp. (MSFT)](/topic/$msft) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Snowflake, Inc. (SNOW)](/topic/$snow) [Intel Corporation (INTC)](/topic/$intc) [Intuit Inc. (INTU)](/topic/$intu) [4 (FOUR)](/topic/$four) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [Salesforce Inc (CRM)](/topic/salesforce) [RAI Finance (SOFI)](/topic/$sofi) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Apple, Inc. (AAPL)](/topic/$aapl) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Cloudflare, Inc. (NET)](/topic/$net) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Shopify Inc (SHOP)](/topic/$shop) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Datadog Inc (DDOG)](/topic/$ddog) [ServiceNow Inc (NOW)](/topic/servicenow) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Adobe, Inc. (ADBE)](/topic/$adbe) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Micron Technology, Inc. (MU)](/topic/$mu) [BILL THE BEAR (BILL)](/topic/$bill) [Sea Limited (SE)](/topic/$se) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Cream (CRM)](/topic/$crm) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [UiPath, Inc. (PATH)](/topic/$path) [Asana, Inc. Class A Common Stock (ASAN)](/topic/$asan) [Zscaler Inc (ZS)](/topic/$zs) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [IBM (IBM)](/topic/$ibm) ### Top Social Posts [#](/creator/twitter::1343459213004173312/posts) --- Top posts by engagements in the last XX hours "$IOT Samsara Shareholder Dilution: Stock-based compensation (SBC) expenses have been gradually declining over the past two years but in Q1 ticked up slightly to XX% of revenue which is still a relatively high level compared to typical SaaS benchmarks. Shareholder dilution remains elevated but still within acceptable limits with a modest improvement in Q1. The weighted-average basic shares outstanding increased by XXX% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492433246310481) 2025-07-16 14:35:16 UTC 6303 followers, XXX engagements "$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 6314 followers, 1746 engagements "Marvell Technology $MRVL Marvell Technology delivers data infrastructure semiconductor solutions for accelerated compute connectivity networking and storage in the AI era. It developed the industry's first 2nm custom SRAM for next-generation AI infrastructure silicon and launched optimized integrated power solutions to enhance infrastructure efficiency. Marvells competitive position comes from a broad infrastructure portfolio spanning compute to storage tailored for AI workloads. The company expanded its custom compute platform with UALink scale-up solutions becoming a key enabler of AI data"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860627677020472) 2025-07-17 14:58:20 UTC 6301 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/1944041069626503476) 2025-07-12 14:28:04 UTC 6297 followers, 1868 engagements "Atlassian Corporation $TEAM Atlassian integrates its DevOps platform through the Atlassian Cloud Platform and Teamwork Graph linking work across Jira Bitbucket and other tools. It was named a Leader in The 2025 Forrester Wave DevOps Platforms scoring highest in Vision Innovation and Roadmap. Atlassian Intelligence automates pull request summaries and release notes. The cloud-first platform delivers XX% faster performance while Bitbucket Pipelines removes external CI dependencies and provides built-in security. Predictive DevOps analytics detect deployment risks proactively. Users report 2x"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944740747779125323) 2025-07-14 12:48:20 UTC 6313 followers, XXX engagements "Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1941505609339387920) 2025-07-05 14:33:03 UTC 6303 followers, 3442 engagements "$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 6297 followers, 1043 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 6307 followers, 9104 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 6312 followers, XXX engagements "A valuation chart based on the PS ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $INTU. Fairly valued: $NU $SE $BILL $PYPL Trading below average valuation: $FOUR $TOST $MELI $STNE"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1939683750599946483) 2025-06-30 13:53:38 UTC 6302 followers, 1380 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 $XXX million the prior year. Its portfolio spans wafer fabrication to advanced packaging and leadership in electron beam inspection and AI-enabled process"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860874780205461) 2025-07-17 14:59:19 UTC 6306 followers, XXX engagements "$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 6314 followers, 1250 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 6302 followers, XXX engagements "@DividendDude_X The market is finally starting to recognize that $GOOGL looks undervalued especially with +12% YoY revenue growth"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945510379439706401) 2025-07-16 15:46:34 UTC 6305 followers, XXX engagements "$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 6305 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 6303 followers, 1198 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 6314 followers, XXX engagements "@InvestingVisual I will be watching $TSLA $GOOGL $NOW 🧐"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946182217245266143) 2025-07-18 12:16:13 UTC 6297 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/1947634776208519577) 2025-07-22 12:28:10 UTC 6297 followers, X engagements "NVIDIA Corporation $NVDA NVIDIA enables agentic AI infrastructure through its H100 and Blackwell B200 GPUs. The CUDA and NeMo frameworks allow agent development at enterprise scale. Its Omniverse platform enables agent simulation and collaboration especially in industrial and robotics use cases. NVIDIAs dominance in AI computing is built on over a decade of parallel processing R&D giving it a lead few can match. Its integrated hardware-software stack forms a critical backbone for the AI agent economy"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036307277824070) 2025-07-23 15:03:43 UTC 6314 followers, XXX engagements "$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 6304 followers, XXX engagements "Amazon Inc. $AMZN Amazon integrates agentic AI via AWS Bedrock Agent Amazon Lex and its consumer-facing Alexa platform. The Nova Act initiative built by ex-Adept engineers powers agents to complete web-based tasks like email and form entry. Amazons edge comes from real-world operational data logistics scale and global cloud reach. Its ecosystem including e-commerce and Prime services generates agent training data that rivals cant replicate. Switching costs are high given the breadth of AWS integrations"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036527659110817) 2025-07-23 15:04:35 UTC 6312 followers, XX engagements "$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 6297 followers, 1009 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 6304 followers, 2889 engagements "A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for next year. Trading at a premium: $MSFT $NOW. Trading below average valuation: $MNDY $TEAM $ASAN"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945123875492331680) 2025-07-15 14:10:45 UTC 6314 followers, XXX engagements "Disney $DIS Disney leads the streaming sector with XXXXX million total subscribers across Disney+ (126 million) Hulu (54.7 million) and ESPN+ as of Q2 2025. Its strength comes from its content engineDisney Pixar Marvel Star Warsand strategic integration of ESPN into Disney+ to broaden appeal. Streaming operations delivered $XXX million in operating income in Q2 up sharply from $XX million YoY. Films like Moana and Inside Out X fuel streaming engagement and drive revenue across theme parks and merchandise. Bundling and local content development support sustained global growth"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636221473394850) 2025-07-22 12:33:55 UTC 6311 followers, XXX engagements "Portfolio changes: Trim $ZS $AXON $NET Add $DUOL $MDB More detailed information on portfolio changes can be found here:"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944794969190895869) 2025-07-14 16:23:47 UTC 6303 followers, XXX 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 6314 followers, XXX engagements "@unusual_whales Analysts expect the highest revenue growth among streaming companies for $NFLX"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947662620653195423) 2025-07-22 14:18:49 UTC 6311 followers, XXX engagements "SoFi Technologies $SOFI SoFi is a direct U.S. bank and an all-in-one digital finance platform. With XX million members SoFi covers everything from banking and investing to loans and credit cards. Its bank charter lets it hold $XXXX billion in deposits slashing funding costs by $XXX million annually and enabling higher APYs and lower loan rates. XX% of new product adoptions come from existing members highlighting its cross-sell strength. The Galileo platform which powers third-party fintechs gives SoFi tech leverage without credit risk. It's also a zero-fee business in a fee-heavy industry"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1939683829897367644) 2025-06-30 13:53:57 UTC 6298 followers, XXX engagements "$FI Fiserv Fiserv provides payments and financial services technology solutions globally. In the first quarter of 2025 the company's GAAP revenue increased X% to $XXXX billion compared to the prior year. This growth was composed of a X% increase in its Merchant Solutions segment and a X% increase in the Financial Solutions segment. The company's structure with two major segments catering to merchants and financial institutions provides a key competitive advantage by serving interconnected business needs"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547499795046706) 2025-07-08 11:33:09 UTC 6298 followers, XXX 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 $XXX billion in AI"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860729648873919) 2025-07-17 14:58:44 UTC 6313 followers, XXX engagements "$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 6303 followers, XXX engagements "$MNDY Monday's revenue growth remains consistently strong reaching +30.1% YoY in Q1. Based on the guidance for the next quarter if the company exceeds its forecast by XXX% as it did in Q1 Q2 growth would reach XXXX% indicating a slight deceleration in revenue growth. Billings growth slowed to +29.2% growing slower than revenue growth"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945088639207399610) 2025-07-15 11:50:44 UTC 6306 followers, XXX 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 6314 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 6304 followers, XXX engagements "Analysts forecast +28.4% revenue growth for $MNDY in 2025 and +23.3% in 2026. Given these projections the EV/Sales valuation appears undervalued relative to other CRM companies especially considering $MNDY has the highest expected revenue growth in the CRM sector"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945088556327981161) 2025-07-15 11:50:24 UTC 6306 followers, XXX engagements "$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 6305 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 6306 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 6314 followers, XXX engagements "Microsoft Corporation $MSFT Microsoft's Azure DevOps GitHub and Visual Studio suite form a complete enterprise DevOps solution. Azure DevOps pipelines enhanced in 2025 reduce testing cycle time and increase code accuracy. Security tools meet regulatory standards and reduce breach risks. Deeper GitHub integration enables smoother Azure pipeline operations. AI capabilities drive workflow optimization issue prediction and automation. Microsoft supports multi-cloud environments across Azure AWS and GCP. Gartner reports Azure DevOps reduces deployment time by up to XX% helping organizations"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944740825520566443) 2025-07-14 12:48:38 UTC 6305 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 6314 followers, 1946 engagements "Revenue growth for $SHOP slowed to +26.8% YoY in Q1. Based on guidance for the next quarter if the company beats by XXX% again as it did in Q1 Q2 growth would reach XXXX% indicating a reacceleration in revenue growth"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944720939939418428) 2025-07-14 11:29:37 UTC 6297 followers, XXX engagements "@BigBullCap If $NOW beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +18.9% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947274090647023784) 2025-07-21 12:34:56 UTC 6312 followers, XXX engagements "Palo Alto Networks is named a Leader in The Forrester Wave: Enterprise Firewall Solutions Q4 2024 with top scores in Current Offering Vision Innovation and Roadmap. Pioneered next-generation firewall (NGFW); continuously adapts to evolving network security. Strata Network Security Platform delivers centralized management for both hardware and software firewalls supporting hybrid enterprise environments. Precision AI system automates security tasks with advanced machine learning deep learning and AIdriving a roadmap aligned with secure future-ready enterprise needs"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947297107284799862) 2025-07-21 14:06:24 UTC 6314 followers, XXX 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 6313 followers, XX 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 6303 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 6314 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 6314 followers, 1289 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 6312 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 6314 followers, 1946 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 6314 followers, XXX 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 6312 followers, 9656 engagements "@BourbonCap @theTIKR I will be watching $ASML ER ASML looks interesting with impressive revenue growth of +46.4% YoY in Q1"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944743797784727633) 2025-07-14 13:00:27 UTC 6297 followers, XXX 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 6314 followers, XXX engagements "DevOps market is among the fastest-growing segments in enterprise technology fueled by the urgent demand for faster more reliable software delivery and the continued acceleration of digital transformation initiatives. Market size estimates for 2025 range from $XXXXX billion to $XXXXX billion highlighting broad consensus on strong growth. According to Research and Markets the DevOps market grew from $XXXXX billion in 2024 to $XXXXX billion in 2025 a XXXX% year-over-year increase. IMARC Group values the 2024 market at $XXXXX billion while Mordor Intelligence projects $XXXXX billion in 2025."  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944740682608120229) 2025-07-14 12:48:04 UTC 6304 followers, 1893 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 6302 followers, XXX engagements "Analog Devices $ADI Analog Devices generates over $X billion in annual revenue with approximately 24000 employees worldwide. It operates under a hybrid manufacturing model combining internal fabs with external foundry partnerships including an expanded collaboration with TSMC for advanced 300mm capacity in Japan. Its analog portfolio delivers 12+ bits of resolution and 50+ MHz bandwidth with XX% of revenue coming from high-performance analog products. ADI targets growth in 5G infrastructure automotive electronics and industrial automation. A diversified base of 100000+ customers across"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860779116499183) 2025-07-17 14:58:56 UTC 6306 followers, XXX engagements "$MNDY trades at a Forward P/E of XXXX with revenue growth of +30.1% YoY in the last quarter. The EPS growth forecast for 2026 is XX% with a P/E of XX and a PEG ratio of XXX. The EPS growth forecast for 2027 is XX% with a P/E of XX and a PEG ratio of XXX. Monday became GAAP profitable at the end of 2023 and is rapidly increasing its profitability"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945088538833494143) 2025-07-15 11:50:20 UTC 6306 followers, XXX engagements "Palo Alto $PANW NGS ARR growth is slowing reaching +35% YoY in Q1 which is above the companys revenue growth"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309816449466456) 2025-07-21 14:56:54 UTC 6312 followers, XX 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 6313 followers, XX 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/1944420066109640888) 2025-07-13 15:34:03 UTC 6306 followers, 1362 engagements "@dividendology I will be watching $TSLA $GOOGL $NOW"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946258709794951633) 2025-07-18 17:20:10 UTC 6300 followers, XXX 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 6314 followers, 2728 engagements "@BigBullCap $RBRK and $S looks undervalued in cubersecurity sector"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1938600480529092840) 2025-06-27 14:09:06 UTC 6300 followers, 1873 engagements "Magnite Inc. $MGNI Magnite'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 $XXXXX million representing X% year-over-year growth with contribution ex-TAC reaching $XXXXX million up XX% year-over-year. The platform's competitive edge strengthens through Connected TV market dominance. Magnite holds the X position in CTV SSP market share in both the US and Canada capturing XX% of Roku traffic and XX% of Amazon Fire TV traffic in the US. CTV"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1943634518050828662) 2025-07-11 11:32:34 UTC 6303 followers, XXX engagements "$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 6303 followers, XXX engagements "ASML Holding $ASML ASML leads the global lithography market essential for advanced semiconductor manufacturing. In Q2 2025 the company reported XXX billion in total net sales and XXX billion in net income fueled by persistent demand for extreme ultraviolet (EUV) systems. ASML maintains a monopoly position in EUV lithography having shipped its first TWINSCAN EXE:5200B High NA system. It continues to push litho performance especially for DRAM production. For 2025 ASML expects net sales to grow XX% year-over-year with XX% gross margins supported by strong AI-related demand. Its moat is built on"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860826193367071) 2025-07-17 14:59:07 UTC 6306 followers, XXX engagements "$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 6303 followers, XXX engagements "Palo Alto Networks is the only vendor recognized as a Leader for the third consecutive year in the 2025 Gartner Magic Quadrant for SASE Platforms. Industry trends show XX% of large organizations will consolidate to a single SASE platform by 2028. Prisma SASE delivers a fully integrated cloud-native platform with advanced SSE and SD-WAN features providing secure efficient access to applications and data for users everywhere"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947297042772132224) 2025-07-21 14:06:08 UTC 6312 followers, XX 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 6305 followers, 2147 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 6314 followers, 1038 engagements "Intel Corporation $INTC Intel reported Q1 2025 revenue of $XXXX billion flat year-over-year while cutting operational expense targets from $XXXX billion to $XX billion. Its integrated modeldesign and fabricationsupports diverse markets from PCs to data centers. Intels foundry services are expanding allowing it to build chips for external clients and unlock new revenue streams. Longstanding dominance in x86 architecture and OEM relationships offer structural advantages though it faces mounting pressure from ARM-based rivals in AI and mobile segments"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860859479380330) 2025-07-17 14:59:15 UTC 6311 followers, XXX engagements "$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 $XXXX. The margin improvement story is hard to ignore. R&D intensity fell XXX bps YoY and SG&A decreased as a % of revenue as well. EBITDA margin reached XX% up nearly 500"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945448472532135980) 2025-07-16 11:40:35 UTC 6295 followers, 1862 engagements "$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 6314 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 $XX billion"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860906468130949) 2025-07-17 14:59:27 UTC 6314 followers, XXX engagements "$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 6304 followers, 1302 engagements "Salesforce Inc. $CRM Salesforce powers agentic AI through Einstein and its Agentforce initiative automating sales service and marketing workflows. Agents qualify leads run campaigns and manage escalations while maintaining lifecycle context. With low-code tools and pre-built agents deployment is fast. Salesforces strength lies in its customer data platform and vertical integrations supported by a vast ecosystem of partners. Agentforce drives value through high context retention and vertical customization"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036559577772203) 2025-07-23 15:04:43 UTC 6314 followers, XX engagements "$SHOP Scaling E-Commerce with Innovation but are Margins a Concern Shopify is up +74.6% past year while S&P500 up just +11.1%. Is it overvalued Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944720808561316345) 2025-07-14 11:29:06 UTC 6313 followers, 2921 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 6314 followers, 1860 engagements "@DividendDude_X If $GOOGL beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +11.9% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947299597589664237) 2025-07-21 14:16:17 UTC 6304 followers, XXX engagements "$AXON's Non-GAAP operating expenses have decreased due to reduced SG&M spending with SG&M expenses dropping from XX% two years ago to 25%. The R&D share remains high at XX% as the company actively invests in its future growth"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942923391482409387) 2025-07-09 12:26:48 UTC 6313 followers, XXX engagements "NVIDIA Corporation $NVDA NVIDIA leads the AI semiconductor market through its GPU architecture and integrated software ecosystem. The recent GeForce RTX XX Series powered by Blackwell architecture and DLSS X boosts AI performance for gaming and creative work. NVIDIAs strength comes from a platform model that combines hardware software and developer tools creating high switching costs. The CUDA ecosystem and constant AI innovation sustain its leadership. The Blackwell architecture marks a generational leap delivering AI-powered capabilities in real-time applications. Its ecosystem spans beyond"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860695473668192) 2025-07-17 14:58:36 UTC 6313 followers, XXX engagements "Palo Alto Networks' wide economic moat is built on multiple reinforcing competitive advantages with switching costs and network effects providing the strongest protection. The combination of these moats creates a formidable defensive position that should enable sustained profitability and market leadership in the growing cybersecurity market"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309739387547803) 2025-07-21 14:56:35 UTC 6312 followers, XX 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 6307 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 6312 followers, XXX engagements "@BourbonCap Mexico is one of the key markets for $MELI. Mercado Libre is the dominant e-commerce player in Latin America with strong growth potential across the region"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944059780177215649) 2025-07-12 15:42:25 UTC 6298 followers, XXX engagements "$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 6295 followers, XXX engagements "@BigBullCap Analysts are forecasting strong revenue growth for $GTLB next year +21% YoY which is among the highest growth rates in the DevOps sector"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945094328600211602) 2025-07-15 12:13:20 UTC 6307 followers, XXX engagements "$STNE StoneCo StoneCo is a provider of financial technology solutions in Brazil. The company's total revenue for the first quarter of 2025 grew by XXXX% to $XXXX billion while net income rose XXXX% to $XXXXXX million. StoneCo's competitive strength lies in its strategic focus on profitability over volume demonstrated by repricing efforts and operational efficiencies that led to a XX% increase in gross profit in the first quarter of 2025"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547514533765372) 2025-07-08 11:33:12 UTC 6298 followers, XXX engagements "GitLab Inc. $GTLB GitLab delivers an all-in-one DevSecOps platform covering the full software development lifecycle. In Q2 2025 GitLab was named a Leader in the Forrester Wave DevOps Platforms with perfect scores in AI infusion AI risk mitigation and platform cohesion. The unified platform removes tool sprawl with a day-zero experience fast migration and full lifecycle coverage. GitLabs Duo strategy blends enterprise adoption with automation reducing operational time by XX% and vulnerability detection by 50%. FedRAMP Moderate certification enables U.S. federal contracts while single-tenant"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944740732616708214) 2025-07-14 12:48:16 UTC 6301 followers, XXX engagements "$NOW ServiceNow's non-GAAP operating expenses have remained nearly unchanged over the past two years. S&M expenses slightly decreased from XX% to 30%. R&D spending remains high at XX% as the company continues to invest in future growth through enhancements and updates to its core platform. G&A expenses have remained stable at 7%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1909954450128777446) 2025-04-09 13:00:00 UTC 6311 followers, XX 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 6306 followers, XXX engagements "Pinterest Inc. $PINS Pinterest's advertising revenue reached $XXX million in Q1 2025 representing XX% year-over-year growth. The company's strategic advantage centers on its high-intent visual discovery platform where users actively search for products and inspiration. Pinterest's unique positioning as a visual search engine creates superior conversion rates compared to traditional social media platforms. Monthly active users reached a record XXX million in Q1 2025 with XX% year-over-year growth. Gen Z remains Pinterest's largest and fastest-growing demographic accounting for XX% of all"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1943634472689397833) 2025-07-11 11:32:23 UTC 6306 followers, XXX engagements "Toast $TOST Toast is the operating system for restaurants delivering an all-in-one cloud-based platform for POS payment processing online orders and team management. The vertical-specific focus gives it a deep moat as no generic POS provider can match its integration or functionality. By embedding fintech into the heart of operationsespecially payment processingToast turns every swipe into recurring revenue. Its clients are locked in not by contracts but by the sheer efficiency and necessity of the platform"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1939683814479212970) 2025-06-30 13:53:53 UTC 6303 followers, XXX engagements "$IOT Samsara reported +30.7% YoY revenue growth in Q1 a slowdown from the adjusted +35% YoY in Q4 FY2024 (excluding the extra week in 2023). Based on guidance for next quarter if the company beats by XXX% again as it did in Q1 Q2 revenue growth would be XXXX% signaling a stabilization in growth. RPO growth slowed to +28.4% and cRPO growth also decelerated to +29.4% both now growing slower than revenue. Billings growth accelerated to +27.7% but still lags revenue growth"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492276538712193) 2025-07-16 14:34:38 UTC 6303 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 6302 followers, XXX engagements "Datadog Inc. $DDOG Datadog remains the leading observability platform named a Leader in the 2025 Gartner Magic Quadrant for Observability for the fifth consecutive year. The platform unifies infrastructure application performance logging and security. Datadogs real-time monitoring and predictive analytics reduce downtime and accelerate resolution. 2025 innovations include autonomous AI agents for incident response and threat analysis. Prioritization algorithms reduce vulnerability noise by 82%. With 250+ integrations Datadog strengthens network effects and cross-stack data correlation. Agent"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944740763323211886) 2025-07-14 12:48:24 UTC 6307 followers, XXX engagements "$TSLA Q2'25 Earnings Preview Consensus Estimates: Revenue $21940M (-14.0% YoY) EPS $XXXX (-23.1% YoY) If $TSLA missed estimates by -XXX% (same as last quarter) Q2'25 Revenue Growth will be -XXXX% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947605066011353593) 2025-07-22 10:30:07 UTC 6314 followers, 4507 engagements "Palo Alto Networks is named a Leader in the 2025 Gartner Magic Quadrant for Endpoint Protection Platforms for the third consecutive year driven by its AI-powered Cortex XDR solution. Cortex XDR achieved XXX% detection with technique-level detail in the latest MITRE ATT&CK evaluation completed in real time with zero configuration changes. Customers rated Palo Alto Networks XX% Willingness to Recommend on Gartner Peer Insights based on XXX reviews as of January 2025"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947297075827470426) 2025-07-21 14:06:16 UTC 6312 followers, XX engagements "$PANW revenue growth is picking upQ1 landed at +13.3% YoY. If the company beats next quarters guidance by its recent average (+0.4%) we could see Q1 growth hit 15.1%a real sign of revenue stabilization. RPO growth in Q1 was +19.5% YoY comfortably outpacing revenue and suggesting strong forward demand. On the flip side billings grew +12.1% YoY slower than last quarter and now trailing revenue growth"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309757142024543) 2025-07-21 14:56:40 UTC 6303 followers, XX engagements "Conclusion $PANW is leaning into platformizationoffering select products for free short-term to drive long-term lock-in. The strategy appears to be working: revenue growth has re-accelerated over the past two quarters. With a $110B TAM growing at +14% CAGR and just X% market capture via $4.8B in ARR Palo Alto Networks has room to run. Its wide economic moatbuilt on switching costs network effects and deep integration across cloud network and security opscontinues to be its strongest defense in an increasingly competitive space. Leading Indicators: RPO growth of +19.5% outpaced revenue growth"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309936553374041) 2025-07-21 14:57:22 UTC 6313 followers, XXX engagements "Spotify Technology S.A. $SPOT Spotify's advertising revenue reached XXX million in Q1 2025 growing X% year-over-year. The company's strategic advantage centers on its audio-first advertising ecosystem and deep listener engagement data. Spotify's ad-supported tier serves XXX million monthly active users providing substantial reach for advertisers targeting younger demographics. The platform's Spotify Ad Exchange launched in Q1 2025 enabling real-time bidding with full addressability and measurement capabilities. Automated sales channels contributed the largest share of overall advertising"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1943634455475933191) 2025-07-11 11:32:19 UTC 6306 followers, XXX engagements "Comcast $CMCSA Comcasts Peacock platform reached XX million paid subscribers in Q1 2025 up XX% YoY. Adjusted EBITDA rose XX% to $XXX billion while operating losses dropped from $XXX million to $XXX million. Comcast leverages broadband and mobile offerings bundling Peacock with high-tier services to reduce churn and increase ARPU. Network upgrades using DOCSIS XXX aim to deliver multi-gig speeds to over XX% of its network by end of 2025. Revenue hit $XXXXX billion in Q1 driven by synergy between NBCUniversals content and Comcasts infrastructure footprint"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636238305149248) 2025-07-22 12:33:59 UTC 6314 followers, XXX engagements "Monday's primary competitive advantage lies in its multi-product platform that runs all core aspects of work within a single ecosystem. The company's Work OS allows organizations to build custom workflow applications without coding providing flexibility that traditional project management tools cannot match. The platform's visual and intuitive interface reduces adoption barriers significantly. The company's AI Vision for 2025 focuses on three strategic pillars: AI Blocks Product Power-ups and Digital Workforce. Monday observed a tenfold increase in AI feature usage reaching XX million"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945088621918470466) 2025-07-15 11:50:40 UTC 6306 followers, XXX engagements "$MNDY: Undervalued Founder-Led Scaling $1B+ ARR Into a $101B Market. Monday is up XXXX% YTD while S&P500 +6.5%. Should you invest now Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945088506285711616) 2025-07-15 11:50:12 UTC 6295 followers, 3855 engagements "$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 $11.0B guide (+15.4% YoY)"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945482835860902237) 2025-07-16 13:57:08 UTC 6303 followers, 2357 engagements "$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 6297 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 6314 followers, XXX engagements "MongoDB Inc. $MDB MongoDB now operates as a comprehensive data platform aligned with DevOps and AI/ML workflows. The document model supports both transactional and analytical workloads. MongoDB Atlas Data Lake enables federated querying across S3 and cloud environments. Real-time processing through sharding and aggregation pipelines supports built-in ETL operations. Change streams provide real-time data modification alerts. Multi-cloud deployment spans 115+ regions with flexible support for AWS Azure and GCP. MongoDB supports diverse data types including text images and video streamlining"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944740778552775012) 2025-07-14 12:48:27 UTC 6312 followers, XXX engagements "$ISRG Posts +28% Net Income Growth in Q125 But Shares Dip Slightly Intuitive Surgical reported another strong quarter. Net Income climbed +28.2% YoY with Net Margin expanding to XX% and EPS rose +27.2% YoY to $XXXX. Operating Income jumped +23.2% supported by margin expansion to XX% while EBITDA margin held at XX% signaling durable profitability. Revenue increased +19.1% YoY to $2.25B led by +25.0% growth in System sales and a +24.5% YoY rise in Da Vinci placements reflecting continued momentum in surgical adoption. Recurring revenue also climbed +18.9% showing strength in platform retention."  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1914893736628417018) 2025-04-23 04:06:58 UTC 6306 followers, 1248 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/1947634755799027990) 2025-07-22 12:28:05 UTC 6297 followers, X 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 $STNE"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547243363622954) 2025-07-08 11:32:08 UTC 6306 followers, 4726 engagements "$GOOGL Q2'25 Earnings Preview Consensus Estimates: Revenue $93876M (+10.8% YoY) EPS $XXXX (+15.9% YoY) 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/1947243133831610843) 2025-07-21 10:31:55 UTC 6314 followers, 8272 engagements "Shopify's economic moat is built on a combination of strong switching costs solid economies of scale and a powerful brand with moderate contributions from network effects and intellectual property"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944720923229303269) 2025-07-14 11:29:33 UTC 6297 followers, XXX 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 6312 followers, XX 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 6303 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 6314 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 6307 followers, XXX engagements "@InvestingVisual Comparing $NVDA and $AMD Nvidia clearly stands out as the market leader with impressive growth in its Data Center segment up +73.3% YoY in Q1"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944758334122229903) 2025-07-14 13:58:13 UTC 6297 followers, 1789 engagements "$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 6313 followers, XX engagements "$IOT Samsara trades at a Forward P/E of XXXX with revenue growth of XXXX% YoY in the last quarter. The EPS growth forecast for 2026 is +25.3% with a P/E of XXXX resulting in a 2026 PEG ratio of XXX. For 2027 EPS is expected to grow +26.8% with a P/E of XXXX and a PEG ratio of XXX still on the higher side. That said Samsara only became non-GAAP profitable in 2023 and remains in the early stages of its growth story which partly justifies the premium valuation"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492172620566863) 2025-07-16 14:34:14 UTC 6314 followers, XXX engagements "Let's consider the Rule of XX metric for evaluating SaaS* companies compared to valuation by EV/S multiple (next year). The Rule of XX helps investors balance growth and profitability offering deeper insights into company efficiency unlike EV/S multiples which reflect only revenue expectations. Combining both metrics ensures you're paying a fair price for sustainable high-quality growth rather than chasing top-line expansion alone. A company meeting or exceeding the XX% threshold is generally viewed positively attracting investors who value both growth and profitability. In this analysis I've"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944765597147099582) 2025-07-14 14:27:05 UTC 6304 followers, 4715 engagements "$NOW Balance Sheet: Total debt stands at $2278M while ServiceNow holds $5762M in cash and cash equivalents exceeding total debt and ensuring a healthy balance sheet"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1909954469040906398) 2025-04-09 13:00:05 UTC 6311 followers, XX 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 6314 followers, XX engagements "@MMMTwealth I'm long $CRWD and $MDB. Crowdstrike dominates endpoint security"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944758072687153271) 2025-07-14 13:57:11 UTC 6307 followers, XXX engagements "Snap Inc. $SNAP Snap's strategic advantage lies in its AI-powered direct response advertising capabilities with XX% of all ad revenue now coming from direct response campaigns as of Q1 2025. Revenue reached $XXXXX billion in Q1 2025 representing XX% year-over-year growth driven by enhanced targeting and AI-driven campaign optimization. The platform's competitive moat deepens through AI-powered attention measurement tools. Snap's partnership with Integral Ad Science launched the first AI-powered social attention measurement system in June 2025 leveraging eye-tracking and AI media quality"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1943634533901021241) 2025-07-11 11:32:38 UTC 6303 followers, XXX engagements "$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 6303 followers, XXX 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 6314 followers, 2256 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 6314 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 6305 followers, XXX 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 6313 followers, 65.8K 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 6314 followers, XX engagements "AMC Entertainment $AMC AMC operates XXX theaters and 10000 screens globally offering a unique value within the streaming ecosystem through theatrical distribution. In July 2025 AMC reached a creditor agreement to strengthen its balance sheet supported by strong box office performance. Its competitive edge lies in premium format offerings and theater upgrades. AMC enhances content visibility and cultural relevance through exclusive theatrical windows complementing streaming releases. Focus on large format experiences and improved food services positions AMC as a differentiated entertainment"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636189709930708) 2025-07-22 12:33:47 UTC 6306 followers, XXX engagements "$NU Nu Holdings Nu Holdings is a dominant digital banking force in Latin America with a customer base approaching XXX million across Brazil Mexico and Colombia. The company has achieved a rare combination of hypergrowth and profitability. First-quarter 2025 revenue expanded XX% year-over-year to $XXX billion generating $XXX million in net income. Nu's primary competitive advantage is its extreme efficiency and capital-light model. It produces $XXXX in monthly revenue per active user while its cost-to-serve is just $XXXX a ratio unmatched by most global peers. An advanced data infrastructure"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547274825097706) 2025-07-08 11:32:15 UTC 6302 followers, 1272 engagements "@StockSavvyShay Strengthening partnership between $UBER and $BIDU is a positive development for both companies"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945094733644058988) 2025-07-15 12:14:57 UTC 6313 followers, 2911 engagements "@StockSavvyShay $PLTR is one of the key beneficiaries of the AI wave with analysts forecasting the highest revenue growth among Big Data companies +29% YoY next year"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945130681119527248) 2025-07-15 14:37:47 UTC 6301 followers, XXX engagements "@DividendTalks $ASML investors were spooked by soft guidance even though the fundamentals for Q2 were strong"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947299311101903029) 2025-07-21 14:15:09 UTC 6314 followers, 1595 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 $XX million signaling global ambitions"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636256004878734) 2025-07-22 12:34:03 UTC 6314 followers, XXX engagements "$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 6303 followers, XXX engagements "@DivesTech @CNBCWEX @FrankCNBC @CNBC @CNBCtech Analysts expect the highest revenue growth in 2026 for $NET +26% and $RBRK +25%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944730275449065542) 2025-07-14 12:06:43 UTC 6303 followers, 1014 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 6306 followers, XXX engagements "@DividendTalks Long $TTD. Analysts forecast revenue growth at +18.0% for 2025 and +18.8% for 2026"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1944382017145110601) 2025-07-13 13:02:52 UTC 6312 followers, 4090 engagements "@TickerSymbolYOU @nvidia $NVDA leads the AI semiconductor market through its GPU architecture and integrated software ecosystem"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946965574732435947) 2025-07-20 16:09:00 UTC 6301 followers, XXX engagements "$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 6314 followers, XXX engagements "@DividendDude_X If $GOOGL beats estimates by XXX% (same as last quarter) Q225 revenue growth would come in at +11.9% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948037142979956744) 2025-07-23 15:07:02 UTC 6314 followers, XXX engagements "Palo Alto Networks received the highest overall score for Prisma Access in the Advanced SSE use case. Also named a Leader in the 2025 Gartner Magic Quadrant for Security Service Edge for the third year in a row. Recognized as a Leader in all three major Gartner Magic Quadrant reportsSSE (2025) Single-Vendor SASE (2024) and SD-WAN (2024)Palo Alto Networks demonstrates sustained innovation in unified cloud security precision AI and threat intelligence"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947297058379214904) 2025-07-21 14:06:12 UTC 6300 followers, XX engagements "$NOW Q1'25 Results: $3088M rev (+18.6% YoY +21.3% LQ) beat est by XXX% Gross Margin* (82.1% -XXX PPs YoY)🟡 Operating Margin* (30.9% +0.5 PPs YoY) FCF Margin (47.8% +0.8 PPs YoY) Net Margin (14.9% +1.6 PPs YoY) EPS* $XXXX beat est by 4.9%🟢 *non-GAAP Subscription Revenue $3005.0M Subscription rev (+19.1% YoY) Subscription GM* (82.0% -XXX PPs YoY) Key Metrics ➡Renewal Rate XX% (98% LQ) RPO $10.31B (+22.0% YoY)🟢 RPO $22.10B (+24.9% YoY)🟢 Customers ➡508customers $5M+ ACV (+19.5% YoY +10) Revenue by Geography North America $1963M (+19.9% YoY XXXX% of Rev) ➡EMEA $782M (+15.7% YoY XXXX% of Rev)"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1915351525943370022) 2025-04-24 10:26:03 UTC 6306 followers, XXX engagements "$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 - $12680M FY guide (+18.9% YoY) raised by 0.04%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947258771094548777) 2025-07-21 11:34:04 UTC 6314 followers, 5569 engagements "$DLO DLocal DLocal provides a technology-first payments platform connecting global merchants to consumers in emerging markets. The company operates as a crucial link for international businesses seeking to navigate the complex payment landscapes of developing nations. In the first quarter of 2025 DLocal processed a Total Payment Volume of $XXX billion a XX% increase year-over-year. Revenue grew XX% to $XXXXX million fueling a XXX% surge in net income to $XXXX million. Its competitive edge lies in its singular focus on emerging economies a strategy supported by continuous product innovation"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1942547259452973377) 2025-07-08 11:32:12 UTC 6302 followers, 1418 engagements "@BigBullCap If $GOOGL beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +11.9% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947630643053047838) 2025-07-22 12:11:45 UTC 6314 followers, XXX engagements "Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946577787713937803) 2025-07-19 14:28:04 UTC 6311 followers, 1865 engagements "$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 6313 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 6303 followers, XXX engagements "Nu Holdings $NU Nu Holdings known as Nubank is Latin Americas largest digital bank serving over XXX million customers across Brazil Mexico and Colombia. Its app-driven platform offers digital accounts fee-free international credit cards personal loans and investment services. The companys mission is simple yet powerful: reduce financial complexity and empower both consumers and SMEs. Nus operating model is its edge. It boasts a monthly cost-to-serve of just $XXXX per active customer while generating $XXXXX in monthly revenue per customer. The monetization-to-cost ratio it achieves is"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1939683768010494217) 2025-06-30 13:53:42 UTC 6302 followers, XXX 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 6314 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 $X billion in quarterly revenue for the first time driven by growing demand for Arm-based AI processors. Arms strategic advantage is its ubiquitous architecture and expanding platform including the Armv9 Edge AI for IoT. The company is evolving beyond IP licensing positioning for greater AI value capture. Analysts believe Arm may move into ASIC production potentially becoming a major player in custom AI chips. Strong partnerships and"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860713261785260) 2025-07-17 14:58:41 UTC 6314 followers, XXX engagements "$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 6304 followers, 1450 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 6303 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 6314 followers, XXX engagements "Apple $AAPL Apple TV+ continues to gain ground reaching X% U.S. market share in Q1 2025 up from X% in Q4 2024 following the release of Severance Season X. The platform emphasizes high-budget star-led original content available ad-free in 4K HDR and Dolby Atmos. It costs $8.99/month with seamless integration across Apple devices. Notable upcoming titles include a Formula X drama starring Brad Pitt and adaptations like Neuromancer. While the platform lacks an Android app and has a smaller catalog it differentiates through quality and tight integration within Apples ecosystem"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636205405016549) 2025-07-22 12:33:51 UTC 6312 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 6314 followers, XXX engagements "CRM Total Addressable Market (TAM) is one of the largest and fastest-growing segments in enterprise software. Global CRM revenue is projected to reach $XXXXX billion by 2027 with current 2025 valuations ranging from $XXXX billion to $XXXXX billion. The most comprehensive estimates place the market at approximately $XXXXX billion. A projected 1315% CAGR through 2030 supported by rising enterprise digitization and sustained investment in customer experience points to continued valuation expansion for CRM vendors. Market leaders Salesforce Microsoft SAP and Oracle control around XX% of global"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945123857557545238) 2025-07-15 14:10:40 UTC 6306 followers, 2561 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 $XXXX billion. Adobe's competitive moat deepens through GenStudio for Performance Marketing a generative AI-first application that enables businesses to create on-brand paid social ads display ads and marketing emails at scale. The platform's extensibility framework connects with third-party"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1943634579648401715) 2025-07-11 11:32:49 UTC 6303 followers, XXX engagements "$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 6313 followers, 1824 engagements "Netflix $NFLX Netflix leads the global streaming content market in 2025 maintaining unmatched scale and reach. Its platform delivers a steady pipeline of originals including event-driven series like the final season of Squid Game new franchise installments and major live-streamed events. A massive data-driven content strategy powers high member retention and global subscriber growth. Netflixs ability to create cultural moments localize content and harness user data ensures relevance across markets. Its proprietary tech stack enables seamless streaming supports interactive storytelling and"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947636051637637454) 2025-07-22 12:33:14 UTC 6312 followers, XXX 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 $PATH"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1948036201291960330) 2025-07-23 15:03:17 UTC 6314 followers, XXX engagements "$IOR Samsara strengthening economic moat with switching costs serving as the primary defensive mechanism. The combination of growing economies of scale improving network effects and substantial switching costs creates a competitive advantage that becomes more defensible as the company scales. While individual moat elements face competitive pressures their combined effect provides meaningful protection in the rapidly evolving IoT and connected operations market"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492259102949497) 2025-07-16 14:34:34 UTC 6303 followers, XXX engagements "Analysts' revenue growth forecast for $PANW in 2025 is +16.7% and +14.0% for 2026. Considering this forecast the valuation based on the EV/Sales multiple appears fair when compared to other companies in the cybersecurity sector"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309669929943218) 2025-07-21 14:56:19 UTC 6312 followers, XX engagements "@BourbonCap Waymo part of $GOOGL is expanding its robotaxi network rapidly and could become a key growth driver for Google in the future"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946596764309504382) 2025-07-19 15:43:29 UTC 6294 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 6314 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 6305 followers, 2891 engagements "Key points from $NFLX Netflixs Second Quarter 2025 Earnings Call: Financial Performance: Raised revenue guide to $45.2B; margin forecast up to 30%. Operating expenses flat QoQ boosting operating leverage. Streaming Platform: Redesigned UI live; real-time recs and voice search launched. Late Q2 member surge tied to paid sharing and H2 slate. Live Events: Global live infra proven; Taylor-Serrano and WWE ran smoothly. Canelo-Crawford and NFL Christmas games will test reach. Advertising: Netflix Ad Suite fully rolled out; upfronts beat expectations. Ad tier gaining traction on track to double"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946185446368944489) 2025-07-18 12:29:03 UTC 6295 followers, XXX engagements "$IOT Samsara has seen a gradual decline in non-GAAP operating expenses primarily driven by a reduction in Sales & Marketing (S&M) spend. S&M expenses dropped from XX% to XX% over the past two years showing improved efficiency. R&D remains elevated at XX% though down from XX% reflecting Samsaras continued investment in innovation and long-term product development. General & Administrative (G&A) expenses also declined to XX% down from XX% contributing to overall margin improvement"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492400794898890) 2025-07-16 14:35:08 UTC 6304 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 6305 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 $XXXX EPS slightly below estimates but demonstrating resilience. Its DRAM systems business grew to XX% of segment revenue in Q1 2025 up from XX% the prior quarter. Applied's strength lies in its broad portfoliowafer fabrication deposition and etch toolsenabling chipmakers to scale efficiently. Strategic partnerships with TSMC Samsung and Intel reinforce its leadership in AI chip production. Management flagged"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945860842056241205) 2025-07-17 14:59:11 UTC 6307 followers, XXX engagements "$MNDY Monday added XXX customers with ARR over $50K representing +38% YoY growth and XXX customers with ARR over $100K reflecting an even stronger +46% YoY growth. New customer additions are near record levels with customer growth outpacing revenue growtha positive signal for future expansion and market demand"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945088655330304282) 2025-07-15 11:50:48 UTC 6304 followers, XXX engagements "$PANW Palo Alto trades at a Forward P/E of XXXX with a revenue growth of XXXX% YoY in the last quarter. The EPS growth forecast for 2026 is XXXX% and P/E of XXXX with a 2026 PEG ratio of XXX. The EPS growth forecast for 2027 is XXXX% and P/E of XXXX with a 2027 PEG ratio of 3.3"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309652355797394) 2025-07-21 14:56:15 UTC 6312 followers, XX engagements "@JesseCohenInv I will be watching $TSLA $GOOGL $IBM and $NOW 🧐"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946964966281540053) 2025-07-20 16:06:35 UTC 6301 followers, XXX engagements "@DividendDude_X @Similarweb $GOOGL is actually strengthening its position in AI through Gemini"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1946965290471817605) 2025-07-20 16:07:52 UTC 6300 followers, XXX engagements "@InvestingVisual $PLTR is a great company but trading at a huge premium compared to other high-growth Big Data companies"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945146298367135940) 2025-07-15 15:39:51 UTC 6313 followers, 1932 engagements "@BigBullCap $FICO has a wide economic moat and strong pricing power"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945522689512296639) 2025-07-16 16:35:29 UTC 6303 followers, XXX engagements "$PANW's return on S&M spending is XXX. The CAC Payback Period has slightly improved compared to the previous quarter and remains better than the average for SaaS companies (the median among those I track is XXXX months). The R&D Index (RDI Score) has significantly declined over the past two years and currently stands at XXXX for Q1 which is below the median of XXX for the SaaS companies I monitor but above the industry median of XXX. An RDI Score above XXX is considered indicative of best-in-class performance. The low industry median of XXX highlights the importance of efficient R&D investment"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309851169972730) 2025-07-21 14:57:02 UTC 6312 followers, XX engagements "$IOT Samsara is trading at a Forward EV/Sales multiple of XXXXX which is below its average of XXXXX. Currently Samsara is valued below its historical average Forward EV/Sales level and has declined from a local peak of 22x back in March 2025"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492156451627045) 2025-07-16 14:34:10 UTC 6303 followers, XXX engagements "$PANW Palo Alto is trading at a Forward EV/Sales multiple of XXXX above the median of XXX. The company's Forward EV/Sales multiple is near its historical highs"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309636266406231) 2025-07-21 14:56:11 UTC 6312 followers, XX engagements "Over the past year $PANW Palo Alto margins has changed: Gross Margin decreased from XXXX% to 76.0%. Operating Margin slightly increased from XXXX% to 27.4%. Free Cash Flow (FCF) Margin increased from XXXX% to 27.4%"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309868463087740) 2025-07-21 14:57:06 UTC 6307 followers, XX 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 6314 followers, XXX engagements "@BigBullCap If $NOW beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +18.9% YoY"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947299821007622607) 2025-07-21 14:17:11 UTC 6312 followers, XXX engagements "$IOT Samsara added $XX million in net new ARR for Q1 2025 which is X% higher than the previous year"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945492348185817576) 2025-07-16 14:34:55 UTC 6303 followers, XXX engagements "Palo Alto Networks is recognized as a Leader in The Forrester Wave: Zero Trust Platforms Q3 2025 earning the highest score in the Current Offering category. The platform received a score of 5the highest possiblein XX criteria including innovation workforce security identity and analytics. With a unified approach to zero trust SASE and network security Palo Alto Networks continues to set benchmarks for proactive cyber defense and operational resilience"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947297091837161745) 2025-07-21 14:06:20 UTC 6314 followers, XX engagements "Atlassian $TEAM Atlassian serves over 300000 customers in 190+ countries with 12000+ employees. The company maintains a $50B+ market cap with global offices in Sydney San Francisco London and Amsterdam. Its CRM functionality emerges through Jira Service Management and third-party CRM integrations. Atlassian Rovo a new AI-powered search and automation tool supports users across all cloud plans. Rovos semantic indexing and the platform's teamwork graph streamline decision-making and reduce context switching. Atlassian Intelligence automates ticket triage and delivers real-time insights."  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945123988239474945) 2025-07-15 14:11:12 UTC 6305 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 6312 followers, 1653 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 6305 followers, XXX engagements "A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $APP. Fairly valued: $GOOGL $SPOT $META $TTD Trading below average valuation: $ROKU $PUBM $SNAP $PINS"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1943634408797544826) 2025-07-11 11:32:08 UTC 6295 followers, 1868 engagements "$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 6303 followers, 3633 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 6311 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 6312 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 6314 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 6314 followers, XXX engagements "HubSpot $HUBS HubSpot serves over 248000 customers in 135+ countries with full-year 2025 revenue expected at $3.036$3.044 billion representing +16% YoY growth. Its AI-powered CRM automates marketing sales and service processes. HubSpot centralizes customer data eliminating silos and streamlining operations. Differentiators include AI content generation predictive campaign targeting and smart workflows for lead nurturing and ticket routing. Customers report XX% higher retention XX% lower CAC and 2x revenue growth without added headcount. Forecast accuracy reaches XX% and over 1500 native"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1945124003791954266) 2025-07-15 14:11:15 UTC 6305 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 6314 followers, XX engagements "Palo Alto $PANW added $XXX million in net new NGS ARR in Q1 FY2025 reflecting +8% YoY growth"  [@SergeyCYW](/creator/x/SergeyCYW) on [X](/post/tweet/1947309833855934674) 2025-07-21 14:56:58 UTC 6312 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@SergeyCYW Sergey
Sergey posts on X about iot, $iot, eps, $googl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX +6%
- X Months XXXXXXXXX +25%
- X Year XXXXXXXXX +1,511%
Mentions: XXX #
- X Week XXX +15%
- X Month XXX +35%
- X Months XXXXX +60%
- X Year XXXXX +749%
Followers: XXXXX #
- X Week XXXXX +1.60%
- X Month XXXXX +14%
- X Months XXXXX +76%
- X Year XXXXX +764%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% countries XXXX% automotive brands XXXX% social networks XXXX% currencies XXXX% travel destinations XXXX% fashion brands XXXX%
Social topic influence iot 3.02%, $iot 2.7%, eps #214, $googl #2113, $panw 2.38%, googl #251, $now #39, networks 1.75%, $nflx 1.43%, agentic #67
Top accounts mentioned or mentioned by @stocksavvyshay @bigbullcap @dividenddudex @investingvisual @jonahlupton @ftrinvestors @bourboncap @bethkindig @jessecoheninv @daveyjuice @qualityinvest5 @mmmtwealth @dividendtalks @fools_gd @davey_juice @lovinapplovin @stockopine @garyblack00 @fiscalai @stockmarketnerd
Top assets mentioned Helium IOT (IOT) Alphabet Inc Class A (GOOGL) Palo Alto Networks Inc (PANW) Now Coin (NOW) Netflix Inc (NFLX) monday.com Ltd. Ordinary Shares (MNDY) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) GitLab Inc. Class A Common Stock (GTLB) MercadoLibre Inc (MELI) MongoDB, Inc. (MDB) Palantir (PLTR) Atlassian Corporation PLC (TEAM) NuCypher (NU) Toast, Inc. (TOST) Tesla, Inc. (TSLA) Roku, Inc. (ROKU) Microsoft Corp. (MSFT) Trade Desk, Inc. (TTD) Snowflake, Inc. (SNOW) Intel Corporation (INTC) Intuit Inc. (INTU) 4 (FOUR) StoneCo Ltd. Class A Common Shares (STNE) Salesforce Inc (CRM) RAI Finance (SOFI) Robinhood Markets, Inc. (HOOD) Apple, Inc. (AAPL) AMC Entertainment Holdings, Inc. (AMC) Cloudflare, Inc. (NET) Taiwan Semiconductor (TSM) Shopify Inc (SHOP) Crowdstrike Holdings Inc (CRWD) Datadog Inc (DDOG) ServiceNow Inc (NOW) HUBSPOT, INC. (HUBS) Adobe, Inc. (ADBE) Marvell Technology Inc (MRVL) Micron Technology, Inc. (MU) BILL THE BEAR (BILL) Sea Limited (SE) PayPal Holdings Inc (PYPL) Cream (CRM) SoFi Technologies, Inc. Common Stock (SOFI) UiPath, Inc. (PATH) Asana, Inc. Class A Common Stock (ASAN) Zscaler Inc (ZS) Axon Enterprise, Inc. (AXON) Duolingo, Inc. Class A Common Stock (DUOL) IBM (IBM)
Top Social Posts #
Top posts by engagements in the last XX hours
"$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 6303 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 6314 followers, 1746 engagements
"Marvell Technology $MRVL Marvell Technology delivers data infrastructure semiconductor solutions for accelerated compute connectivity networking and storage in the AI era. It developed the industry's first 2nm custom SRAM for next-generation AI infrastructure silicon and launched optimized integrated power solutions to enhance infrastructure efficiency. Marvells competitive position comes from a broad infrastructure portfolio spanning compute to storage tailored for AI workloads. The company expanded its custom compute platform with UALink scale-up solutions becoming a key enabler of AI data" @SergeyCYW on X 2025-07-17 14:58:20 UTC 6301 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 2025-07-12 14:28:04 UTC 6297 followers, 1868 engagements
"Atlassian Corporation $TEAM Atlassian integrates its DevOps platform through the Atlassian Cloud Platform and Teamwork Graph linking work across Jira Bitbucket and other tools. It was named a Leader in The 2025 Forrester Wave DevOps Platforms scoring highest in Vision Innovation and Roadmap. Atlassian Intelligence automates pull request summaries and release notes. The cloud-first platform delivers XX% faster performance while Bitbucket Pipelines removes external CI dependencies and provides built-in security. Predictive DevOps analytics detect deployment risks proactively. Users report 2x" @SergeyCYW on X 2025-07-14 12:48:20 UTC 6313 followers, XXX engagements
"Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative" @SergeyCYW on X 2025-07-05 14:33:03 UTC 6303 followers, 3442 engagements
"$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 6297 followers, 1043 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 6307 followers, 9104 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 6312 followers, XXX engagements
"A valuation chart based on the PS ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $INTU. Fairly valued: $NU $SE $BILL $PYPL Trading below average valuation: $FOUR $TOST $MELI $STNE" @SergeyCYW on X 2025-06-30 13:53:38 UTC 6302 followers, 1380 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 $XXX million the prior year. Its portfolio spans wafer fabrication to advanced packaging and leadership in electron beam inspection and AI-enabled process" @SergeyCYW on X 2025-07-17 14:59:19 UTC 6306 followers, XXX engagements
"$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 6314 followers, 1250 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 6302 followers, XXX engagements
"@DividendDude_X The market is finally starting to recognize that $GOOGL looks undervalued especially with +12% YoY revenue growth" @SergeyCYW on X 2025-07-16 15:46:34 UTC 6305 followers, XXX engagements
"$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 6305 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 6303 followers, 1198 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 6314 followers, XXX engagements
"@InvestingVisual I will be watching $TSLA $GOOGL $NOW 🧐" @SergeyCYW on X 2025-07-18 12:16:13 UTC 6297 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 12:28:10 UTC 6297 followers, X engagements
"NVIDIA Corporation $NVDA NVIDIA enables agentic AI infrastructure through its H100 and Blackwell B200 GPUs. The CUDA and NeMo frameworks allow agent development at enterprise scale. Its Omniverse platform enables agent simulation and collaboration especially in industrial and robotics use cases. NVIDIAs dominance in AI computing is built on over a decade of parallel processing R&D giving it a lead few can match. Its integrated hardware-software stack forms a critical backbone for the AI agent economy" @SergeyCYW on X 2025-07-23 15:03:43 UTC 6314 followers, XXX engagements
"$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 6304 followers, XXX engagements
"Amazon Inc. $AMZN Amazon integrates agentic AI via AWS Bedrock Agent Amazon Lex and its consumer-facing Alexa platform. The Nova Act initiative built by ex-Adept engineers powers agents to complete web-based tasks like email and form entry. Amazons edge comes from real-world operational data logistics scale and global cloud reach. Its ecosystem including e-commerce and Prime services generates agent training data that rivals cant replicate. Switching costs are high given the breadth of AWS integrations" @SergeyCYW on X 2025-07-23 15:04:35 UTC 6312 followers, XX engagements
"$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 6297 followers, 1009 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 6304 followers, 2889 engagements
"A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for next year. Trading at a premium: $MSFT $NOW. Trading below average valuation: $MNDY $TEAM $ASAN" @SergeyCYW on X 2025-07-15 14:10:45 UTC 6314 followers, XXX engagements
"Disney $DIS Disney leads the streaming sector with XXXXX million total subscribers across Disney+ (126 million) Hulu (54.7 million) and ESPN+ as of Q2 2025. Its strength comes from its content engineDisney Pixar Marvel Star Warsand strategic integration of ESPN into Disney+ to broaden appeal. Streaming operations delivered $XXX million in operating income in Q2 up sharply from $XX million YoY. Films like Moana and Inside Out X fuel streaming engagement and drive revenue across theme parks and merchandise. Bundling and local content development support sustained global growth" @SergeyCYW on X 2025-07-22 12:33:55 UTC 6311 followers, XXX engagements
"Portfolio changes: Trim $ZS $AXON $NET Add $DUOL $MDB More detailed information on portfolio changes can be found here:" @SergeyCYW on X 2025-07-14 16:23:47 UTC 6303 followers, XXX 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 6314 followers, XXX engagements
"@unusual_whales Analysts expect the highest revenue growth among streaming companies for $NFLX" @SergeyCYW on X 2025-07-22 14:18:49 UTC 6311 followers, XXX engagements
"SoFi Technologies $SOFI SoFi is a direct U.S. bank and an all-in-one digital finance platform. With XX million members SoFi covers everything from banking and investing to loans and credit cards. Its bank charter lets it hold $XXXX billion in deposits slashing funding costs by $XXX million annually and enabling higher APYs and lower loan rates. XX% of new product adoptions come from existing members highlighting its cross-sell strength. The Galileo platform which powers third-party fintechs gives SoFi tech leverage without credit risk. It's also a zero-fee business in a fee-heavy industry" @SergeyCYW on X 2025-06-30 13:53:57 UTC 6298 followers, XXX engagements
"$FI Fiserv Fiserv provides payments and financial services technology solutions globally. In the first quarter of 2025 the company's GAAP revenue increased X% to $XXXX billion compared to the prior year. This growth was composed of a X% increase in its Merchant Solutions segment and a X% increase in the Financial Solutions segment. The company's structure with two major segments catering to merchants and financial institutions provides a key competitive advantage by serving interconnected business needs" @SergeyCYW on X 2025-07-08 11:33:09 UTC 6298 followers, XXX 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 $XXX billion in AI" @SergeyCYW on X 2025-07-17 14:58:44 UTC 6313 followers, XXX engagements
"$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 6303 followers, XXX engagements
"$MNDY Monday's revenue growth remains consistently strong reaching +30.1% YoY in Q1. Based on the guidance for the next quarter if the company exceeds its forecast by XXX% as it did in Q1 Q2 growth would reach XXXX% indicating a slight deceleration in revenue growth. Billings growth slowed to +29.2% growing slower than revenue growth" @SergeyCYW on X 2025-07-15 11:50:44 UTC 6306 followers, XXX 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 6314 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 6304 followers, XXX engagements
"Analysts forecast +28.4% revenue growth for $MNDY in 2025 and +23.3% in 2026. Given these projections the EV/Sales valuation appears undervalued relative to other CRM companies especially considering $MNDY has the highest expected revenue growth in the CRM sector" @SergeyCYW on X 2025-07-15 11:50:24 UTC 6306 followers, XXX engagements
"$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 6305 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 6306 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 6314 followers, XXX engagements
"Microsoft Corporation $MSFT Microsoft's Azure DevOps GitHub and Visual Studio suite form a complete enterprise DevOps solution. Azure DevOps pipelines enhanced in 2025 reduce testing cycle time and increase code accuracy. Security tools meet regulatory standards and reduce breach risks. Deeper GitHub integration enables smoother Azure pipeline operations. AI capabilities drive workflow optimization issue prediction and automation. Microsoft supports multi-cloud environments across Azure AWS and GCP. Gartner reports Azure DevOps reduces deployment time by up to XX% helping organizations" @SergeyCYW on X 2025-07-14 12:48:38 UTC 6305 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 6314 followers, 1946 engagements
"Revenue growth for $SHOP slowed to +26.8% YoY in Q1. Based on guidance for the next quarter if the company beats by XXX% again as it did in Q1 Q2 growth would reach XXXX% indicating a reacceleration in revenue growth" @SergeyCYW on X 2025-07-14 11:29:37 UTC 6297 followers, XXX engagements
"@BigBullCap If $NOW beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +18.9% YoY" @SergeyCYW on X 2025-07-21 12:34:56 UTC 6312 followers, XXX engagements
"Palo Alto Networks is named a Leader in The Forrester Wave: Enterprise Firewall Solutions Q4 2024 with top scores in Current Offering Vision Innovation and Roadmap. Pioneered next-generation firewall (NGFW); continuously adapts to evolving network security. Strata Network Security Platform delivers centralized management for both hardware and software firewalls supporting hybrid enterprise environments. Precision AI system automates security tasks with advanced machine learning deep learning and AIdriving a roadmap aligned with secure future-ready enterprise needs" @SergeyCYW on X 2025-07-21 14:06:24 UTC 6314 followers, XXX 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 6313 followers, XX 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 6303 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 6314 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 6314 followers, 1289 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 6312 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 6314 followers, 1946 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 6314 followers, XXX 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 6312 followers, 9656 engagements
"@BourbonCap @theTIKR I will be watching $ASML ER ASML looks interesting with impressive revenue growth of +46.4% YoY in Q1" @SergeyCYW on X 2025-07-14 13:00:27 UTC 6297 followers, XXX 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 6314 followers, XXX engagements
"DevOps market is among the fastest-growing segments in enterprise technology fueled by the urgent demand for faster more reliable software delivery and the continued acceleration of digital transformation initiatives. Market size estimates for 2025 range from $XXXXX billion to $XXXXX billion highlighting broad consensus on strong growth. According to Research and Markets the DevOps market grew from $XXXXX billion in 2024 to $XXXXX billion in 2025 a XXXX% year-over-year increase. IMARC Group values the 2024 market at $XXXXX billion while Mordor Intelligence projects $XXXXX billion in 2025." @SergeyCYW on X 2025-07-14 12:48:04 UTC 6304 followers, 1893 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 6302 followers, XXX engagements
"Analog Devices $ADI Analog Devices generates over $X billion in annual revenue with approximately 24000 employees worldwide. It operates under a hybrid manufacturing model combining internal fabs with external foundry partnerships including an expanded collaboration with TSMC for advanced 300mm capacity in Japan. Its analog portfolio delivers 12+ bits of resolution and 50+ MHz bandwidth with XX% of revenue coming from high-performance analog products. ADI targets growth in 5G infrastructure automotive electronics and industrial automation. A diversified base of 100000+ customers across" @SergeyCYW on X 2025-07-17 14:58:56 UTC 6306 followers, XXX engagements
"$MNDY trades at a Forward P/E of XXXX with revenue growth of +30.1% YoY in the last quarter. The EPS growth forecast for 2026 is XX% with a P/E of XX and a PEG ratio of XXX. The EPS growth forecast for 2027 is XX% with a P/E of XX and a PEG ratio of XXX. Monday became GAAP profitable at the end of 2023 and is rapidly increasing its profitability" @SergeyCYW on X 2025-07-15 11:50:20 UTC 6306 followers, XXX engagements
"Palo Alto $PANW NGS ARR growth is slowing reaching +35% YoY in Q1 which is above the companys revenue growth" @SergeyCYW on X 2025-07-21 14:56:54 UTC 6312 followers, XX 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 6313 followers, XX 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 2025-07-13 15:34:03 UTC 6306 followers, 1362 engagements
"@dividendology I will be watching $TSLA $GOOGL $NOW" @SergeyCYW on X 2025-07-18 17:20:10 UTC 6300 followers, XXX 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 6314 followers, 2728 engagements
"@BigBullCap $RBRK and $S looks undervalued in cubersecurity sector" @SergeyCYW on X 2025-06-27 14:09:06 UTC 6300 followers, 1873 engagements
"Magnite Inc. $MGNI Magnite'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 $XXXXX million representing X% year-over-year growth with contribution ex-TAC reaching $XXXXX million up XX% year-over-year. The platform's competitive edge strengthens through Connected TV market dominance. Magnite holds the X position in CTV SSP market share in both the US and Canada capturing XX% of Roku traffic and XX% of Amazon Fire TV traffic in the US. CTV" @SergeyCYW on X 2025-07-11 11:32:34 UTC 6303 followers, XXX engagements
"$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 6303 followers, XXX engagements
"ASML Holding $ASML ASML leads the global lithography market essential for advanced semiconductor manufacturing. In Q2 2025 the company reported XXX billion in total net sales and XXX billion in net income fueled by persistent demand for extreme ultraviolet (EUV) systems. ASML maintains a monopoly position in EUV lithography having shipped its first TWINSCAN EXE:5200B High NA system. It continues to push litho performance especially for DRAM production. For 2025 ASML expects net sales to grow XX% year-over-year with XX% gross margins supported by strong AI-related demand. Its moat is built on" @SergeyCYW on X 2025-07-17 14:59:07 UTC 6306 followers, XXX engagements
"$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 6303 followers, XXX engagements
"Palo Alto Networks is the only vendor recognized as a Leader for the third consecutive year in the 2025 Gartner Magic Quadrant for SASE Platforms. Industry trends show XX% of large organizations will consolidate to a single SASE platform by 2028. Prisma SASE delivers a fully integrated cloud-native platform with advanced SSE and SD-WAN features providing secure efficient access to applications and data for users everywhere" @SergeyCYW on X 2025-07-21 14:06:08 UTC 6312 followers, XX 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 6305 followers, 2147 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 6314 followers, 1038 engagements
"Intel Corporation $INTC Intel reported Q1 2025 revenue of $XXXX billion flat year-over-year while cutting operational expense targets from $XXXX billion to $XX billion. Its integrated modeldesign and fabricationsupports diverse markets from PCs to data centers. Intels foundry services are expanding allowing it to build chips for external clients and unlock new revenue streams. Longstanding dominance in x86 architecture and OEM relationships offer structural advantages though it faces mounting pressure from ARM-based rivals in AI and mobile segments" @SergeyCYW on X 2025-07-17 14:59:15 UTC 6311 followers, XXX engagements
"$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 $XXXX. The margin improvement story is hard to ignore. R&D intensity fell XXX bps YoY and SG&A decreased as a % of revenue as well. EBITDA margin reached XX% up nearly 500" @SergeyCYW on X 2025-07-16 11:40:35 UTC 6295 followers, 1862 engagements
"$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 6314 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 $XX billion" @SergeyCYW on X 2025-07-17 14:59:27 UTC 6314 followers, XXX engagements
"$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 6304 followers, 1302 engagements
"Salesforce Inc. $CRM Salesforce powers agentic AI through Einstein and its Agentforce initiative automating sales service and marketing workflows. Agents qualify leads run campaigns and manage escalations while maintaining lifecycle context. With low-code tools and pre-built agents deployment is fast. Salesforces strength lies in its customer data platform and vertical integrations supported by a vast ecosystem of partners. Agentforce drives value through high context retention and vertical customization" @SergeyCYW on X 2025-07-23 15:04:43 UTC 6314 followers, XX engagements
"$SHOP Scaling E-Commerce with Innovation but are Margins a Concern Shopify is up +74.6% past year while S&P500 up just +11.1%. Is it overvalued Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇" @SergeyCYW on X 2025-07-14 11:29:06 UTC 6313 followers, 2921 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 6314 followers, 1860 engagements
"@DividendDude_X If $GOOGL beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +11.9% YoY" @SergeyCYW on X 2025-07-21 14:16:17 UTC 6304 followers, XXX engagements
"$AXON's Non-GAAP operating expenses have decreased due to reduced SG&M spending with SG&M expenses dropping from XX% two years ago to 25%. The R&D share remains high at XX% as the company actively invests in its future growth" @SergeyCYW on X 2025-07-09 12:26:48 UTC 6313 followers, XXX engagements
"NVIDIA Corporation $NVDA NVIDIA leads the AI semiconductor market through its GPU architecture and integrated software ecosystem. The recent GeForce RTX XX Series powered by Blackwell architecture and DLSS X boosts AI performance for gaming and creative work. NVIDIAs strength comes from a platform model that combines hardware software and developer tools creating high switching costs. The CUDA ecosystem and constant AI innovation sustain its leadership. The Blackwell architecture marks a generational leap delivering AI-powered capabilities in real-time applications. Its ecosystem spans beyond" @SergeyCYW on X 2025-07-17 14:58:36 UTC 6313 followers, XXX engagements
"Palo Alto Networks' wide economic moat is built on multiple reinforcing competitive advantages with switching costs and network effects providing the strongest protection. The combination of these moats creates a formidable defensive position that should enable sustained profitability and market leadership in the growing cybersecurity market" @SergeyCYW on X 2025-07-21 14:56:35 UTC 6312 followers, XX 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 6307 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 6312 followers, XXX engagements
"@BourbonCap Mexico is one of the key markets for $MELI. Mercado Libre is the dominant e-commerce player in Latin America with strong growth potential across the region" @SergeyCYW on X 2025-07-12 15:42:25 UTC 6298 followers, XXX engagements
"$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 6295 followers, XXX engagements
"@BigBullCap Analysts are forecasting strong revenue growth for $GTLB next year +21% YoY which is among the highest growth rates in the DevOps sector" @SergeyCYW on X 2025-07-15 12:13:20 UTC 6307 followers, XXX engagements
"$STNE StoneCo StoneCo is a provider of financial technology solutions in Brazil. The company's total revenue for the first quarter of 2025 grew by XXXX% to $XXXX billion while net income rose XXXX% to $XXXXXX million. StoneCo's competitive strength lies in its strategic focus on profitability over volume demonstrated by repricing efforts and operational efficiencies that led to a XX% increase in gross profit in the first quarter of 2025" @SergeyCYW on X 2025-07-08 11:33:12 UTC 6298 followers, XXX engagements
"GitLab Inc. $GTLB GitLab delivers an all-in-one DevSecOps platform covering the full software development lifecycle. In Q2 2025 GitLab was named a Leader in the Forrester Wave DevOps Platforms with perfect scores in AI infusion AI risk mitigation and platform cohesion. The unified platform removes tool sprawl with a day-zero experience fast migration and full lifecycle coverage. GitLabs Duo strategy blends enterprise adoption with automation reducing operational time by XX% and vulnerability detection by 50%. FedRAMP Moderate certification enables U.S. federal contracts while single-tenant" @SergeyCYW on X 2025-07-14 12:48:16 UTC 6301 followers, XXX engagements
"$NOW ServiceNow's non-GAAP operating expenses have remained nearly unchanged over the past two years. S&M expenses slightly decreased from XX% to 30%. R&D spending remains high at XX% as the company continues to invest in future growth through enhancements and updates to its core platform. G&A expenses have remained stable at 7%" @SergeyCYW on X 2025-04-09 13:00:00 UTC 6311 followers, XX 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 6306 followers, XXX engagements
"Pinterest Inc. $PINS Pinterest's advertising revenue reached $XXX million in Q1 2025 representing XX% year-over-year growth. The company's strategic advantage centers on its high-intent visual discovery platform where users actively search for products and inspiration. Pinterest's unique positioning as a visual search engine creates superior conversion rates compared to traditional social media platforms. Monthly active users reached a record XXX million in Q1 2025 with XX% year-over-year growth. Gen Z remains Pinterest's largest and fastest-growing demographic accounting for XX% of all" @SergeyCYW on X 2025-07-11 11:32:23 UTC 6306 followers, XXX engagements
"Toast $TOST Toast is the operating system for restaurants delivering an all-in-one cloud-based platform for POS payment processing online orders and team management. The vertical-specific focus gives it a deep moat as no generic POS provider can match its integration or functionality. By embedding fintech into the heart of operationsespecially payment processingToast turns every swipe into recurring revenue. Its clients are locked in not by contracts but by the sheer efficiency and necessity of the platform" @SergeyCYW on X 2025-06-30 13:53:53 UTC 6303 followers, XXX engagements
"$IOT Samsara reported +30.7% YoY revenue growth in Q1 a slowdown from the adjusted +35% YoY in Q4 FY2024 (excluding the extra week in 2023). Based on guidance for next quarter if the company beats by XXX% again as it did in Q1 Q2 revenue growth would be XXXX% signaling a stabilization in growth. RPO growth slowed to +28.4% and cRPO growth also decelerated to +29.4% both now growing slower than revenue. Billings growth accelerated to +27.7% but still lags revenue growth" @SergeyCYW on X 2025-07-16 14:34:38 UTC 6303 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 6302 followers, XXX engagements
"Datadog Inc. $DDOG Datadog remains the leading observability platform named a Leader in the 2025 Gartner Magic Quadrant for Observability for the fifth consecutive year. The platform unifies infrastructure application performance logging and security. Datadogs real-time monitoring and predictive analytics reduce downtime and accelerate resolution. 2025 innovations include autonomous AI agents for incident response and threat analysis. Prioritization algorithms reduce vulnerability noise by 82%. With 250+ integrations Datadog strengthens network effects and cross-stack data correlation. Agent" @SergeyCYW on X 2025-07-14 12:48:24 UTC 6307 followers, XXX engagements
"$TSLA Q2'25 Earnings Preview Consensus Estimates: Revenue $21940M (-14.0% YoY) EPS $XXXX (-23.1% YoY) If $TSLA missed estimates by -XXX% (same as last quarter) Q2'25 Revenue Growth will be -XXXX% YoY" @SergeyCYW on X 2025-07-22 10:30:07 UTC 6314 followers, 4507 engagements
"Palo Alto Networks is named a Leader in the 2025 Gartner Magic Quadrant for Endpoint Protection Platforms for the third consecutive year driven by its AI-powered Cortex XDR solution. Cortex XDR achieved XXX% detection with technique-level detail in the latest MITRE ATT&CK evaluation completed in real time with zero configuration changes. Customers rated Palo Alto Networks XX% Willingness to Recommend on Gartner Peer Insights based on XXX reviews as of January 2025" @SergeyCYW on X 2025-07-21 14:06:16 UTC 6312 followers, XX engagements
"$PANW revenue growth is picking upQ1 landed at +13.3% YoY. If the company beats next quarters guidance by its recent average (+0.4%) we could see Q1 growth hit 15.1%a real sign of revenue stabilization. RPO growth in Q1 was +19.5% YoY comfortably outpacing revenue and suggesting strong forward demand. On the flip side billings grew +12.1% YoY slower than last quarter and now trailing revenue growth" @SergeyCYW on X 2025-07-21 14:56:40 UTC 6303 followers, XX engagements
"Conclusion $PANW is leaning into platformizationoffering select products for free short-term to drive long-term lock-in. The strategy appears to be working: revenue growth has re-accelerated over the past two quarters. With a $110B TAM growing at +14% CAGR and just X% market capture via $4.8B in ARR Palo Alto Networks has room to run. Its wide economic moatbuilt on switching costs network effects and deep integration across cloud network and security opscontinues to be its strongest defense in an increasingly competitive space. Leading Indicators: RPO growth of +19.5% outpaced revenue growth" @SergeyCYW on X 2025-07-21 14:57:22 UTC 6313 followers, XXX engagements
"Spotify Technology S.A. $SPOT Spotify's advertising revenue reached XXX million in Q1 2025 growing X% year-over-year. The company's strategic advantage centers on its audio-first advertising ecosystem and deep listener engagement data. Spotify's ad-supported tier serves XXX million monthly active users providing substantial reach for advertisers targeting younger demographics. The platform's Spotify Ad Exchange launched in Q1 2025 enabling real-time bidding with full addressability and measurement capabilities. Automated sales channels contributed the largest share of overall advertising" @SergeyCYW on X 2025-07-11 11:32:19 UTC 6306 followers, XXX engagements
"Comcast $CMCSA Comcasts Peacock platform reached XX million paid subscribers in Q1 2025 up XX% YoY. Adjusted EBITDA rose XX% to $XXX billion while operating losses dropped from $XXX million to $XXX million. Comcast leverages broadband and mobile offerings bundling Peacock with high-tier services to reduce churn and increase ARPU. Network upgrades using DOCSIS XXX aim to deliver multi-gig speeds to over XX% of its network by end of 2025. Revenue hit $XXXXX billion in Q1 driven by synergy between NBCUniversals content and Comcasts infrastructure footprint" @SergeyCYW on X 2025-07-22 12:33:59 UTC 6314 followers, XXX engagements
"Monday's primary competitive advantage lies in its multi-product platform that runs all core aspects of work within a single ecosystem. The company's Work OS allows organizations to build custom workflow applications without coding providing flexibility that traditional project management tools cannot match. The platform's visual and intuitive interface reduces adoption barriers significantly. The company's AI Vision for 2025 focuses on three strategic pillars: AI Blocks Product Power-ups and Digital Workforce. Monday observed a tenfold increase in AI feature usage reaching XX million" @SergeyCYW on X 2025-07-15 11:50:40 UTC 6306 followers, XXX engagements
"$MNDY: Undervalued Founder-Led Scaling $1B+ ARR Into a $101B Market. Monday is up XXXX% YTD while S&P500 +6.5%. Should you invest now Lets examine the valuation revenue growth rate by segments key metrics profitability and expenses. A short 🧵👇" @SergeyCYW on X 2025-07-15 11:50:12 UTC 6295 followers, 3855 engagements
"$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 $11.0B guide (+15.4% YoY)" @SergeyCYW on X 2025-07-16 13:57:08 UTC 6303 followers, 2357 engagements
"$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 6297 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 6314 followers, XXX engagements
"MongoDB Inc. $MDB MongoDB now operates as a comprehensive data platform aligned with DevOps and AI/ML workflows. The document model supports both transactional and analytical workloads. MongoDB Atlas Data Lake enables federated querying across S3 and cloud environments. Real-time processing through sharding and aggregation pipelines supports built-in ETL operations. Change streams provide real-time data modification alerts. Multi-cloud deployment spans 115+ regions with flexible support for AWS Azure and GCP. MongoDB supports diverse data types including text images and video streamlining" @SergeyCYW on X 2025-07-14 12:48:27 UTC 6312 followers, XXX engagements
"$ISRG Posts +28% Net Income Growth in Q125 But Shares Dip Slightly Intuitive Surgical reported another strong quarter. Net Income climbed +28.2% YoY with Net Margin expanding to XX% and EPS rose +27.2% YoY to $XXXX. Operating Income jumped +23.2% supported by margin expansion to XX% while EBITDA margin held at XX% signaling durable profitability. Revenue increased +19.1% YoY to $2.25B led by +25.0% growth in System sales and a +24.5% YoY rise in Da Vinci placements reflecting continued momentum in surgical adoption. Recurring revenue also climbed +18.9% showing strength in platform retention." @SergeyCYW on X 2025-04-23 04:06:58 UTC 6306 followers, 1248 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 12:28:05 UTC 6297 followers, X 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 $STNE" @SergeyCYW on X 2025-07-08 11:32:08 UTC 6306 followers, 4726 engagements
"$GOOGL Q2'25 Earnings Preview Consensus Estimates: Revenue $93876M (+10.8% YoY) EPS $XXXX (+15.9% YoY) 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 10:31:55 UTC 6314 followers, 8272 engagements
"Shopify's economic moat is built on a combination of strong switching costs solid economies of scale and a powerful brand with moderate contributions from network effects and intellectual property" @SergeyCYW on X 2025-07-14 11:29:33 UTC 6297 followers, XXX 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 6312 followers, XX 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 6303 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 6314 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 6307 followers, XXX engagements
"@InvestingVisual Comparing $NVDA and $AMD Nvidia clearly stands out as the market leader with impressive growth in its Data Center segment up +73.3% YoY in Q1" @SergeyCYW on X 2025-07-14 13:58:13 UTC 6297 followers, 1789 engagements
"$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 6313 followers, XX engagements
"$IOT Samsara trades at a Forward P/E of XXXX with revenue growth of XXXX% YoY in the last quarter. The EPS growth forecast for 2026 is +25.3% with a P/E of XXXX resulting in a 2026 PEG ratio of XXX. For 2027 EPS is expected to grow +26.8% with a P/E of XXXX and a PEG ratio of XXX still on the higher side. That said Samsara only became non-GAAP profitable in 2023 and remains in the early stages of its growth story which partly justifies the premium valuation" @SergeyCYW on X 2025-07-16 14:34:14 UTC 6314 followers, XXX engagements
"Let's consider the Rule of XX metric for evaluating SaaS* companies compared to valuation by EV/S multiple (next year). The Rule of XX helps investors balance growth and profitability offering deeper insights into company efficiency unlike EV/S multiples which reflect only revenue expectations. Combining both metrics ensures you're paying a fair price for sustainable high-quality growth rather than chasing top-line expansion alone. A company meeting or exceeding the XX% threshold is generally viewed positively attracting investors who value both growth and profitability. In this analysis I've" @SergeyCYW on X 2025-07-14 14:27:05 UTC 6304 followers, 4715 engagements
"$NOW Balance Sheet: Total debt stands at $2278M while ServiceNow holds $5762M in cash and cash equivalents exceeding total debt and ensuring a healthy balance sheet" @SergeyCYW on X 2025-04-09 13:00:05 UTC 6311 followers, XX 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 6314 followers, XX engagements
"@MMMTwealth I'm long $CRWD and $MDB. Crowdstrike dominates endpoint security" @SergeyCYW on X 2025-07-14 13:57:11 UTC 6307 followers, XXX engagements
"Snap Inc. $SNAP Snap's strategic advantage lies in its AI-powered direct response advertising capabilities with XX% of all ad revenue now coming from direct response campaigns as of Q1 2025. Revenue reached $XXXXX billion in Q1 2025 representing XX% year-over-year growth driven by enhanced targeting and AI-driven campaign optimization. The platform's competitive moat deepens through AI-powered attention measurement tools. Snap's partnership with Integral Ad Science launched the first AI-powered social attention measurement system in June 2025 leveraging eye-tracking and AI media quality" @SergeyCYW on X 2025-07-11 11:32:38 UTC 6303 followers, XXX engagements
"$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 6303 followers, XXX 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 6314 followers, 2256 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 6314 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 6305 followers, XXX 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 6313 followers, 65.8K 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 6314 followers, XX engagements
"AMC Entertainment $AMC AMC operates XXX theaters and 10000 screens globally offering a unique value within the streaming ecosystem through theatrical distribution. In July 2025 AMC reached a creditor agreement to strengthen its balance sheet supported by strong box office performance. Its competitive edge lies in premium format offerings and theater upgrades. AMC enhances content visibility and cultural relevance through exclusive theatrical windows complementing streaming releases. Focus on large format experiences and improved food services positions AMC as a differentiated entertainment" @SergeyCYW on X 2025-07-22 12:33:47 UTC 6306 followers, XXX engagements
"$NU Nu Holdings Nu Holdings is a dominant digital banking force in Latin America with a customer base approaching XXX million across Brazil Mexico and Colombia. The company has achieved a rare combination of hypergrowth and profitability. First-quarter 2025 revenue expanded XX% year-over-year to $XXX billion generating $XXX million in net income. Nu's primary competitive advantage is its extreme efficiency and capital-light model. It produces $XXXX in monthly revenue per active user while its cost-to-serve is just $XXXX a ratio unmatched by most global peers. An advanced data infrastructure" @SergeyCYW on X 2025-07-08 11:32:15 UTC 6302 followers, 1272 engagements
"@StockSavvyShay Strengthening partnership between $UBER and $BIDU is a positive development for both companies" @SergeyCYW on X 2025-07-15 12:14:57 UTC 6313 followers, 2911 engagements
"@StockSavvyShay $PLTR is one of the key beneficiaries of the AI wave with analysts forecasting the highest revenue growth among Big Data companies +29% YoY next year" @SergeyCYW on X 2025-07-15 14:37:47 UTC 6301 followers, XXX engagements
"@DividendTalks $ASML investors were spooked by soft guidance even though the fundamentals for Q2 were strong" @SergeyCYW on X 2025-07-21 14:15:09 UTC 6314 followers, 1595 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 $XX million signaling global ambitions" @SergeyCYW on X 2025-07-22 12:34:03 UTC 6314 followers, XXX engagements
"$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 6303 followers, XXX engagements
"@DivesTech @CNBCWEX @FrankCNBC @CNBC @CNBCtech Analysts expect the highest revenue growth in 2026 for $NET +26% and $RBRK +25%" @SergeyCYW on X 2025-07-14 12:06:43 UTC 6303 followers, 1014 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 6306 followers, XXX engagements
"@DividendTalks Long $TTD. Analysts forecast revenue growth at +18.0% for 2025 and +18.8% for 2026" @SergeyCYW on X 2025-07-13 13:02:52 UTC 6312 followers, 4090 engagements
"@TickerSymbolYOU @nvidia $NVDA leads the AI semiconductor market through its GPU architecture and integrated software ecosystem" @SergeyCYW on X 2025-07-20 16:09:00 UTC 6301 followers, XXX engagements
"$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 6314 followers, XXX engagements
"@DividendDude_X If $GOOGL beats estimates by XXX% (same as last quarter) Q225 revenue growth would come in at +11.9% YoY" @SergeyCYW on X 2025-07-23 15:07:02 UTC 6314 followers, XXX engagements
"Palo Alto Networks received the highest overall score for Prisma Access in the Advanced SSE use case. Also named a Leader in the 2025 Gartner Magic Quadrant for Security Service Edge for the third year in a row. Recognized as a Leader in all three major Gartner Magic Quadrant reportsSSE (2025) Single-Vendor SASE (2024) and SD-WAN (2024)Palo Alto Networks demonstrates sustained innovation in unified cloud security precision AI and threat intelligence" @SergeyCYW on X 2025-07-21 14:06:12 UTC 6300 followers, XX engagements
"$NOW Q1'25 Results: $3088M rev (+18.6% YoY +21.3% LQ) beat est by XXX% Gross Margin* (82.1% -XXX PPs YoY)🟡 Operating Margin* (30.9% +0.5 PPs YoY) FCF Margin (47.8% +0.8 PPs YoY) Net Margin (14.9% +1.6 PPs YoY) EPS* $XXXX beat est by 4.9%🟢 non-GAAP Subscription Revenue $3005.0M Subscription rev (+19.1% YoY) Subscription GM (82.0% -XXX PPs YoY) Key Metrics ➡Renewal Rate XX% (98% LQ) RPO $10.31B (+22.0% YoY)🟢 RPO $22.10B (+24.9% YoY)🟢 Customers ➡508customers $5M+ ACV (+19.5% YoY +10) Revenue by Geography North America $1963M (+19.9% YoY XXXX% of Rev) ➡EMEA $782M (+15.7% YoY XXXX% of Rev)" @SergeyCYW on X 2025-04-24 10:26:03 UTC 6306 followers, XXX engagements
"$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 - $12680M FY guide (+18.9% YoY) raised by 0.04%" @SergeyCYW on X 2025-07-21 11:34:04 UTC 6314 followers, 5569 engagements
"$DLO DLocal DLocal provides a technology-first payments platform connecting global merchants to consumers in emerging markets. The company operates as a crucial link for international businesses seeking to navigate the complex payment landscapes of developing nations. In the first quarter of 2025 DLocal processed a Total Payment Volume of $XXX billion a XX% increase year-over-year. Revenue grew XX% to $XXXXX million fueling a XXX% surge in net income to $XXXX million. Its competitive edge lies in its singular focus on emerging economies a strategy supported by continuous product innovation" @SergeyCYW on X 2025-07-08 11:32:12 UTC 6302 followers, 1418 engagements
"@BigBullCap If $GOOGL beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +11.9% YoY" @SergeyCYW on X 2025-07-22 12:11:45 UTC 6314 followers, XXX engagements
"Let's examine SaaS companies* valuations by analyzing the EV/Gross Profit (GAAP) multiple relative to their projected revenue growth for the next year. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative" @SergeyCYW on X 2025-07-19 14:28:04 UTC 6311 followers, 1865 engagements
"$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 6313 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 6303 followers, XXX engagements
"Nu Holdings $NU Nu Holdings known as Nubank is Latin Americas largest digital bank serving over XXX million customers across Brazil Mexico and Colombia. Its app-driven platform offers digital accounts fee-free international credit cards personal loans and investment services. The companys mission is simple yet powerful: reduce financial complexity and empower both consumers and SMEs. Nus operating model is its edge. It boasts a monthly cost-to-serve of just $XXXX per active customer while generating $XXXXX in monthly revenue per customer. The monetization-to-cost ratio it achieves is" @SergeyCYW on X 2025-06-30 13:53:42 UTC 6302 followers, XXX 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 6314 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 $X billion in quarterly revenue for the first time driven by growing demand for Arm-based AI processors. Arms strategic advantage is its ubiquitous architecture and expanding platform including the Armv9 Edge AI for IoT. The company is evolving beyond IP licensing positioning for greater AI value capture. Analysts believe Arm may move into ASIC production potentially becoming a major player in custom AI chips. Strong partnerships and" @SergeyCYW on X 2025-07-17 14:58:41 UTC 6314 followers, XXX engagements
"$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 6304 followers, 1450 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 6303 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 6314 followers, XXX engagements
"Apple $AAPL Apple TV+ continues to gain ground reaching X% U.S. market share in Q1 2025 up from X% in Q4 2024 following the release of Severance Season X. The platform emphasizes high-budget star-led original content available ad-free in 4K HDR and Dolby Atmos. It costs $8.99/month with seamless integration across Apple devices. Notable upcoming titles include a Formula X drama starring Brad Pitt and adaptations like Neuromancer. While the platform lacks an Android app and has a smaller catalog it differentiates through quality and tight integration within Apples ecosystem" @SergeyCYW on X 2025-07-22 12:33:51 UTC 6312 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 6314 followers, XXX engagements
"CRM Total Addressable Market (TAM) is one of the largest and fastest-growing segments in enterprise software. Global CRM revenue is projected to reach $XXXXX billion by 2027 with current 2025 valuations ranging from $XXXX billion to $XXXXX billion. The most comprehensive estimates place the market at approximately $XXXXX billion. A projected 1315% CAGR through 2030 supported by rising enterprise digitization and sustained investment in customer experience points to continued valuation expansion for CRM vendors. Market leaders Salesforce Microsoft SAP and Oracle control around XX% of global" @SergeyCYW on X 2025-07-15 14:10:40 UTC 6306 followers, 2561 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 $XXXX billion. Adobe's competitive moat deepens through GenStudio for Performance Marketing a generative AI-first application that enables businesses to create on-brand paid social ads display ads and marketing emails at scale. The platform's extensibility framework connects with third-party" @SergeyCYW on X 2025-07-11 11:32:49 UTC 6303 followers, XXX engagements
"$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 6313 followers, 1824 engagements
"Netflix $NFLX Netflix leads the global streaming content market in 2025 maintaining unmatched scale and reach. Its platform delivers a steady pipeline of originals including event-driven series like the final season of Squid Game new franchise installments and major live-streamed events. A massive data-driven content strategy powers high member retention and global subscriber growth. Netflixs ability to create cultural moments localize content and harness user data ensures relevance across markets. Its proprietary tech stack enables seamless streaming supports interactive storytelling and" @SergeyCYW on X 2025-07-22 12:33:14 UTC 6312 followers, XXX 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 $PATH" @SergeyCYW on X 2025-07-23 15:03:17 UTC 6314 followers, XXX engagements
"$IOR Samsara strengthening economic moat with switching costs serving as the primary defensive mechanism. The combination of growing economies of scale improving network effects and substantial switching costs creates a competitive advantage that becomes more defensible as the company scales. While individual moat elements face competitive pressures their combined effect provides meaningful protection in the rapidly evolving IoT and connected operations market" @SergeyCYW on X 2025-07-16 14:34:34 UTC 6303 followers, XXX engagements
"Analysts' revenue growth forecast for $PANW in 2025 is +16.7% and +14.0% for 2026. Considering this forecast the valuation based on the EV/Sales multiple appears fair when compared to other companies in the cybersecurity sector" @SergeyCYW on X 2025-07-21 14:56:19 UTC 6312 followers, XX engagements
"@BourbonCap Waymo part of $GOOGL is expanding its robotaxi network rapidly and could become a key growth driver for Google in the future" @SergeyCYW on X 2025-07-19 15:43:29 UTC 6294 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 6314 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 6305 followers, 2891 engagements
"Key points from $NFLX Netflixs Second Quarter 2025 Earnings Call: Financial Performance: Raised revenue guide to $45.2B; margin forecast up to 30%. Operating expenses flat QoQ boosting operating leverage. Streaming Platform: Redesigned UI live; real-time recs and voice search launched. Late Q2 member surge tied to paid sharing and H2 slate. Live Events: Global live infra proven; Taylor-Serrano and WWE ran smoothly. Canelo-Crawford and NFL Christmas games will test reach. Advertising: Netflix Ad Suite fully rolled out; upfronts beat expectations. Ad tier gaining traction on track to double" @SergeyCYW on X 2025-07-18 12:29:03 UTC 6295 followers, XXX engagements
"$IOT Samsara has seen a gradual decline in non-GAAP operating expenses primarily driven by a reduction in Sales & Marketing (S&M) spend. S&M expenses dropped from XX% to XX% over the past two years showing improved efficiency. R&D remains elevated at XX% though down from XX% reflecting Samsaras continued investment in innovation and long-term product development. General & Administrative (G&A) expenses also declined to XX% down from XX% contributing to overall margin improvement" @SergeyCYW on X 2025-07-16 14:35:08 UTC 6304 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 6305 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 $XXXX EPS slightly below estimates but demonstrating resilience. Its DRAM systems business grew to XX% of segment revenue in Q1 2025 up from XX% the prior quarter. Applied's strength lies in its broad portfoliowafer fabrication deposition and etch toolsenabling chipmakers to scale efficiently. Strategic partnerships with TSMC Samsung and Intel reinforce its leadership in AI chip production. Management flagged" @SergeyCYW on X 2025-07-17 14:59:11 UTC 6307 followers, XXX engagements
"$MNDY Monday added XXX customers with ARR over $50K representing +38% YoY growth and XXX customers with ARR over $100K reflecting an even stronger +46% YoY growth. New customer additions are near record levels with customer growth outpacing revenue growtha positive signal for future expansion and market demand" @SergeyCYW on X 2025-07-15 11:50:48 UTC 6304 followers, XXX engagements
"$PANW Palo Alto trades at a Forward P/E of XXXX with a revenue growth of XXXX% YoY in the last quarter. The EPS growth forecast for 2026 is XXXX% and P/E of XXXX with a 2026 PEG ratio of XXX. The EPS growth forecast for 2027 is XXXX% and P/E of XXXX with a 2027 PEG ratio of 3.3" @SergeyCYW on X 2025-07-21 14:56:15 UTC 6312 followers, XX engagements
"@JesseCohenInv I will be watching $TSLA $GOOGL $IBM and $NOW 🧐" @SergeyCYW on X 2025-07-20 16:06:35 UTC 6301 followers, XXX engagements
"@DividendDude_X @Similarweb $GOOGL is actually strengthening its position in AI through Gemini" @SergeyCYW on X 2025-07-20 16:07:52 UTC 6300 followers, XXX engagements
"@InvestingVisual $PLTR is a great company but trading at a huge premium compared to other high-growth Big Data companies" @SergeyCYW on X 2025-07-15 15:39:51 UTC 6313 followers, 1932 engagements
"@BigBullCap $FICO has a wide economic moat and strong pricing power" @SergeyCYW on X 2025-07-16 16:35:29 UTC 6303 followers, XXX engagements
"$PANW's return on S&M spending is XXX. The CAC Payback Period has slightly improved compared to the previous quarter and remains better than the average for SaaS companies (the median among those I track is XXXX months). The R&D Index (RDI Score) has significantly declined over the past two years and currently stands at XXXX for Q1 which is below the median of XXX for the SaaS companies I monitor but above the industry median of XXX. An RDI Score above XXX is considered indicative of best-in-class performance. The low industry median of XXX highlights the importance of efficient R&D investment" @SergeyCYW on X 2025-07-21 14:57:02 UTC 6312 followers, XX engagements
"$IOT Samsara is trading at a Forward EV/Sales multiple of XXXXX which is below its average of XXXXX. Currently Samsara is valued below its historical average Forward EV/Sales level and has declined from a local peak of 22x back in March 2025" @SergeyCYW on X 2025-07-16 14:34:10 UTC 6303 followers, XXX engagements
"$PANW Palo Alto is trading at a Forward EV/Sales multiple of XXXX above the median of XXX. The company's Forward EV/Sales multiple is near its historical highs" @SergeyCYW on X 2025-07-21 14:56:11 UTC 6312 followers, XX engagements
"Over the past year $PANW Palo Alto margins has changed: Gross Margin decreased from XXXX% to 76.0%. Operating Margin slightly increased from XXXX% to 27.4%. Free Cash Flow (FCF) Margin increased from XXXX% to 27.4%" @SergeyCYW on X 2025-07-21 14:57:06 UTC 6307 followers, XX 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 6314 followers, XXX engagements
"@BigBullCap If $NOW beat estimates by XXX% (same as last quarter) Q2'25 Revenue Growth will be +18.9% YoY" @SergeyCYW on X 2025-07-21 14:17:11 UTC 6312 followers, XXX engagements
"$IOT Samsara added $XX million in net new ARR for Q1 2025 which is X% higher than the previous year" @SergeyCYW on X 2025-07-16 14:34:55 UTC 6303 followers, XXX engagements
"Palo Alto Networks is recognized as a Leader in The Forrester Wave: Zero Trust Platforms Q3 2025 earning the highest score in the Current Offering category. The platform received a score of 5the highest possiblein XX criteria including innovation workforce security identity and analytics. With a unified approach to zero trust SASE and network security Palo Alto Networks continues to set benchmarks for proactive cyber defense and operational resilience" @SergeyCYW on X 2025-07-21 14:06:20 UTC 6314 followers, XX engagements
"Atlassian $TEAM Atlassian serves over 300000 customers in 190+ countries with 12000+ employees. The company maintains a $50B+ market cap with global offices in Sydney San Francisco London and Amsterdam. Its CRM functionality emerges through Jira Service Management and third-party CRM integrations. Atlassian Rovo a new AI-powered search and automation tool supports users across all cloud plans. Rovos semantic indexing and the platform's teamwork graph streamline decision-making and reduce context switching. Atlassian Intelligence automates ticket triage and delivers real-time insights." @SergeyCYW on X 2025-07-15 14:11:12 UTC 6305 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 6312 followers, 1653 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 6305 followers, XXX engagements
"A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $APP. Fairly valued: $GOOGL $SPOT $META $TTD Trading below average valuation: $ROKU $PUBM $SNAP $PINS" @SergeyCYW on X 2025-07-11 11:32:08 UTC 6295 followers, 1868 engagements
"$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 6303 followers, 3633 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 6311 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 6312 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 6314 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 6314 followers, XXX engagements
"HubSpot $HUBS HubSpot serves over 248000 customers in 135+ countries with full-year 2025 revenue expected at $3.036$3.044 billion representing +16% YoY growth. Its AI-powered CRM automates marketing sales and service processes. HubSpot centralizes customer data eliminating silos and streamlining operations. Differentiators include AI content generation predictive campaign targeting and smart workflows for lead nurturing and ticket routing. Customers report XX% higher retention XX% lower CAC and 2x revenue growth without added headcount. Forecast accuracy reaches XX% and over 1500 native" @SergeyCYW on X 2025-07-15 14:11:15 UTC 6305 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 6314 followers, XX engagements
"Palo Alto $PANW added $XXX million in net new NGS ARR in Q1 FY2025 reflecting +8% YoY growth" @SergeyCYW on X 2025-07-21 14:56:58 UTC 6312 followers, XX engagements