Bullfight Cap @BullfightCap
Long term tech bull but sometimes cynical bear Joined September 2020-
Tweets2K
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Followers995
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Following1K
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Likes4K
@ContrarianCurse What happens to the market if they’re both linear?
Hyperscalers knowing they need to rip debt and capex after seeing Google
A game that has no winners >> who will hire the most Salesforce execs and employees in 3 months?
Another Anthropic vs OpenAI 🍿showdown happening right now… who will hire the most Salesforce execs and employees in 3 months? will Enterprise sales then outnumber the research teams at the frontier labs? And how will that change their company cultures? Just asking
@TheStalwart @MarysRoommate @citrini San Junipero dot AI
@viggy_krishnan Alt data providers rn:
@viggy_krishnan Not helping that these companies seem to be leaking ARR on a bi-weekly basis
Is tokenmaxxing already becoming tokenminning?
🦔Uber's COO Andrew Macdonald said on Saturday that the company is having a harder time justifying its AI spend. After CTO Praveen Neppalli Naga went viral in April for admitting Uber burned through its 2026 Claude Code budget in four months, senior engineering leaders concluded
@dalibali2 Think that’s working much better for fund managers than SaaS cos
Growth mode evolves with each SW generation: Originally was Sales Led Growth (SLG) Then Product Led Growth (PLG) Now it’s Token Led Growth (TLG)
$50b by end of next month means only adding $6b in May + June combined after >$10b or more last few months? Impressive… but still
Cabinet members dropping faster than SaaS analysts… already lost one Kash, seems destined to lose another
@no_peru10381 Hah… Marks move might suggest the bottom is nigh
Kash, Keith and now Mark… dropping like flies
J.P. Morgan software equity research analyst Mark Murphy is leaving the firm. He is joining Salesforce as Head of Investor Relations, according to my sources. This is second high-profile sell-side analyst departure for the software sector this year after the departure of Keith
@rich_toad Now he can finally cover HUBS
Probably starts by not thinking about friends as “net new” or “non-transactional”
but seriously has anyone in the bay area figured out how to make net new, non-transactional friendships as an adult?
Are “neutral FDEs” just GSIs?
Once again @sytaylor tells people where the puck is going. Our B2B customers dating back to Q4 confirm that companies want “neutral FDEs” and infra.
@CousinGraig @viggy_krishnan @satyanadella Amen... things on a better path since Satya jumped deeper into product last October. Think we will hear about more momentum soon.
Hemingway Capital @lfg_cap
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Bucket Shop Capital @bucketshopcap
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Contrary Research @Contrary_Res
15K Followers 130 Following The best starting point for understanding private tech companies. Powered by @contrary. Subscribe to our newsletter below:
circling_bake @circling_bake
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Good Hands Capital @goodhandscap
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Hammerhead Research @hammerhead_res
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Tree Climber @techtreeclimb
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Sgt. Pepper's Capital @SgtPepperCap
302 Followers 1K Following Founder, owner, CEO and CIO of this Twitter account
Brandon Hightower @1HighTower
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Kent Clarke Capital @Kente_Clarke
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Bryan @yipb
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Alexis @Alexis190510
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Oisin O Callaghan @TheArbiter__
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Kal Vepuri @kalvepuri
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Stewart Royds @HM_Capital
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user123454321 @bvk782npzx21
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Ulf Larsen @UlfLarsen6
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Evelyn @meeeeelu
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Brian Conrad @BrianConrasm9q
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Kuaku @Kuaku11
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Divit @divitmalkan
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Julia Schottenstein @j_schottenstein
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✪ @Indrastock
20 Followers 1K Following Looking for quality with promising long term equilibrium. Opinions irrelevant, but argue with me anyways. Working on @Clarity_Markets
CJ @c_j_47
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Chris Barber @chrisbarber
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MapOfTheCat @MapOfTheCat1
177 Followers 1K Following Buyside analyst here to learn & grow together. Separated identity from achievements. Tweets not investment advice. Profile image source: unknown
Jeanne @Huluava139858
21 Followers 937 Following Dream big, work hard, stay focused, and surround yourself with good people.
Leilani @28nYhI786lNR3B
168 Followers 6K Following There is no limit to what we, as women, can accomplish.
J3 @dudewheresmyirr
0 Followers 20 Following
Endowment Eddie @endowment_eddie
7K Followers 1K Following Investment generalist seeking elite asset managers. Unlimited time horizon. Views are my own, some parody.
Thomas @Thomas602244791
35 Followers 321 Following
xxzycw @xxzycw
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2.5charl @awaldy6
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Gromitcap @gromitcap
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Alethea Lin @alphelephant
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Patrick OShaughnessy @patrick_oshag
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Marc Andreessen 🇺�... @pmarca
3.6M Followers 31K Following You’re not talking to someone who woke up a loser. That loser attitude, that loser premise makes no sense to me.
Prepared Remarks @P_Remarks
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Paul Graham @paulg
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Hemingway Capital @lfg_cap
15K Followers 1K Following Global Tech investor. definitely not important and definitely not investment advice.
Jamin Ball @jaminball
90K Followers 1K Following Altimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal
Gavin Baker @GavinSBaker
248K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Bucket Shop Capital @bucketshopcap
26K Followers 1K Following Private investor. Former allocator and buyside TMT analyst.
David Sacks @DavidSacks
1.5M Followers 3K Following Tech founder & investor @Craft_Ventures @theallinpod. Co-Chair, President’s Council of Advisers on Science & Technology.
OnlyCFO @OnlyCFO
32K Followers 583 Following Finance stuff for tech companies. Sign up 👉 https://t.co/Yu5VD1ZuJt and https://t.co/A2k3dVe4l4
@jason @Jason
1.3M Followers 7K Following Host: @twistartups @theallinpod @thisweeknai; I invest in 100 startups a year @launch & @founderuni [email protected] for life
Bayesian Lad @bayesian_lad
738 Followers 155 Following I tweet about valuations, stocks, and occasionally Bayesian stats
Subbu @subbdue
867 Followers 35 Following I develop AI inference Chips/SoCs for a living. Read my work and subscribe to my newsletter at https://t.co/RGu9NKu1Ze
Ferros Capital @FerrosCapital
3K Followers 98 Following Stoic Pragmatism X Lynchian Growth | Wealth Manager | Tech/AI/SaaS | Con. Disc. | Industrials | Financials | Pharma | No financial advice.
Gabagool Capital @MortadellaCap
649 Followers 924 Following Tech L/S equity. Be a wolf not a sheep. No panicans. Not financial advice.
boymanrobshit @boymanrobshit
581 Followers 198 Following AI Inference Product/GTM. Rambling thoughts. Market focused. Philosophy-driven. Phish. Nothing for sale
kokycpcb @pcbanalysis
6K Followers 78 Following Senior PCB Industry analyst in Taiwan. Our team offers unmatched expertise in executing deep-dive, fundamental analysis of the global PCB supply chain.
Wolf Capital @wolfgangkasper
45K Followers 178 Following Hunting market asymmetries | Risk-reward obsessed | NFA
data dependent dave @data_dependent
54 Followers 67 Following TMT investor. Looking for the next missed bogey. not financial advice
Regarding Semi @regardingsemi
39K Followers 506 Following The data visualization layer for the semiconductor market.
P Equity Research �... @pequityresearch
5K Followers 216 Following Research 📃 | PMs open 👇 |Sharing my knowledge & insights with the world 🌍 | Deep dives posted on my substack! 📍
47fucb4r8curb4fc8f8r4... @47fucb4r8c69323
3K Followers 1K Following Whatever is achieved is not final; whatever we call fulfillment is a description from inside one form of life, not an endpoint for all forms of life.
Ehrmantraut Capital @EhrmantrautCap_
14K Followers 141 Following Investor from the Netherlands | AI, memory, photonics and space. Not financial advice.
Compute King @Compute_King
28K Followers 680 Following Husband & Father | Lifelong Learner | Creator & Innovator Semi · AI · HPC · GPU Computing Guru Global Compute Infrastructure & Bare-Metal Compute
Han Tang @Archieboytom
49 Followers 69 Following Han Tang|Acceleration Notes Carbon | Silicon | Cycle AI, markets, architecture, and systems change.
Macro_Lin | 市场�... @LinQingV
50K Followers 2K Following Ex-quant & PM|AI chip design|Semis × Capital Markets|Not Financial Advice
CFB INSIDER @InsiderJrob
471 Followers 2K Following Football guy, Rick Pitino Ryder, cookie cake + Calamari fanatic, M&A lover, investor, my tweets ARE investment advice, Permanent underclass escapee
tailrisked @tailrisked
1K Followers 725 Following Amongst the blind the crosseyed can see Not investment advice, may be long or short positions that I discuss.
christiano boria @christianoboria
4K Followers 4K Following AI and semis investor | @coatuemgmt @goldmansachs @brownuniversity @nyu_courant 🇺🇸
Investor @pricing_power__
2K Followers 710 Following Analyst turning over rocks [email protected] https://t.co/9TabDExgoV
Semi Doped @semidoped
3K Followers 5 Following Daily takes: https://t.co/QbBWKXz7aE Podcast: https://t.co/ZbC7r4fkZp YouTube: https://t.co/3o2BY2nYWW
Melius Research @MeliusResearch
1K Followers 142 Following Better research. Better data. Continuous improvement. @analyticsMelius
George Hadjia @GHadjia
11K Followers 2K Following Founder & Chief Investment Officer - Bristlemoon Capital Global L/S equities Subscribe https://t.co/qMdR4HXhka Views not investment advice
Jeff Pu @sssjeffpu
29K Followers 46 Following Tech Enthusiast. 20 years tech equity research + industry.
Johan Ekroth @ekroth
2K Followers 499 Following Private investor. I analyze structural bottlenecks in AI infrastructure, space, and defense. I post the work and take positions when the opening is there.
Anni @anni_sen
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川沐|Trumoo🐮 @xiaomustock
256K Followers 529 Following 一个自由的AI股票大宗期权纯二级韭菜交易员 -所有内容不构成任何投资建议-不会参与接受任何推广和广告-不会私聊任何人不碰任何人资金-任何借我名义私聊或者推广或者收费或其他地方假借助理顾问也都是诈骗,谨防上当。 推特只用作自身投资笔记,悉知。
Pushkar Ranade @magicsilicon
10K Followers 2K Following Silicon technologist. I write about the evolution of the semiconductor industry in the next wave of computing.
Fabian @iamfabian
3K Followers 3K Following Fabian, first (ever) of his name. T&M, optics, copper, photonics, DCI, art, music, & endurance sports. NFA. Not investment advice. Not any advice. My own views.
Tree Climber @techtreeclimb
16 Followers 570 Following swe intern @ BigCo looking for another internship i tweet about AI/ML, finance
Renny @rennyzucker
12K Followers 2K Following 28. A little long here, some short there. Head of trading, fintwit sarcasm desk.
Sohn Conference Found... @SohnConf
6K Followers 363 Following The Sohn Conference Foundation is dedicated to the treatment and cure of today’s most pressing public health priorities.
9 Ventures @ThematicTrader
11K Followers 131 Following 25 | Thematic trader synthesizing deep fundamental research & themes with leading HTF chart setups | Focus: Physical AI / Humanoids, AI Infrastructure & Semis
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3K Followers 882 Following Founder & CEO @ Destiny ($DXYZ | https://t.co/JXar7RbKcb) Founder, fmr CEO @ Forge ($FRGE | https://t.co/jD5HNkvGj9) Seed Investor in 150+ startups, 10+ unicorns YC S12. Thiel Fellow. 30u30.
Craig Horlbeck @craighorlbeck
31K Followers 442 Following host / producer @ringer @spotify The Rewatchables | The Town | The Ringer Fantasy Football Show #SDSU
Matteo Trentini @_matteotrentini
1K Followers 5K Following Something new. Prev. @Bytedancetalk, @ftpartners, tech holdco.
Buzz Black @Buzz_Black
55 Followers 488 Following shaping the future of tech and AI M&A at AXOM Partners
AXOM Partners @AxomPartners
46 Followers 2 Following Strategic M&A Advisors to Tech's Founders, Builders and Investors
Brandon Hightower @1HighTower
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Fred Chen @DrFrederickChen
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479K Followers 1 Following Macro analysis, market structure, and the trades nobody else is showing you.



































