TechStockFundamentals @TechFundies
Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice. NYC Joined July 2018-
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$GOOGL: Just took a Waymo home from dinner and watched my friend's jaw drop bc of the experience. But then our babysitter, who is a lovely high-school girl and our family friend's daughter, took an $UBER home. And I have to admit I felt on edge until I received a text that…
META put up a decent qtr (beating slightly) and guided more or less in-line but highlighted they will enter an AI investment cycle. Seems to me story is getting better (core engines chugging along w/ potential ban of TikTok reducing competition, AI under development) while…
Some thoughts on $TSLA after the quarter - moreso on the numbers and the stock. I generally model to 75% conviction. Always can construct a wildly bullish or bearish case, but find it useful to simply model an output in which I have 75% confidence which has worked well for me…
If you want to learn more about the next generation robotaxi you will actually get to ride in, highly recommend watching the talk starting at around 1:30 in this video youtu.be/U9P4rM9Fhgs?si…
If you want to learn more about the next generation robotaxi you will actually get to ride in, highly recommend watching the talk starting at around 1:30 in this video youtu.be/U9P4rM9Fhgs?si…
$TSLA missed. Automotive story seems to be getting tougher as EV adoption is slowing meaningfully and numbers are moving lower. Company focused on autonomous robo-taxi story from here. Revenues of 21.3b was down -9% yy and < street at 22.2b. Gross profit of 3.7b was down -18%…
Initial work on $RBRK IPO leaves me with a few questions. Company is newest backup / recovery player in enterprise storage. So basically the product takes corporate data, creates a backup, and is able to restore it in the event of a security event / hardware failure. They are…
My occasional reminder that 99% of investors cannot beat these incredible passive ETFs that provide exposure to the best companies in the strongest economy in the world, automatically rebalance to add winners / remove losers, can be held forever, and require you to pay little to…
Few highlights from Musk's appearance on the Norges Bank podcast last week. Was muted on near-term EV demand and was rather complimentary of / realistic about Chinese competitors. I'm guessing this is a preview of the tone we hear next week - muted on near-term demand /…
$CRM acquiring $INFA could make sense. $CRM historically sells productivity software to front-office execs -> Sales cloud sold to VP Sales, Marketing cloud sold to VP Marketing, Support cloud sold to VP Support / VP Sales, etc. Company also sells "business transformation" at…
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newbie 2021 @newbie60062155
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🇮🇳143❤️❤�.. @P143143143v
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Nancy Pelosi Stock Tr.. @PelosiTracker_
560K Followers 223 Following Highlighting Politicians' trades so we can invest alongside Goal: get them banned from trading Powered by @joinautopilot_
Min Choi @minchoi
65K Followers 762 Following AI Educator. 𝕏 about AI, solutions and interesting things. Showing how to leverage AI in practical ways for you and your business.
Boston Dynamics @BostonDynamics
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Bojan Tunguz @tunguz
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Kourosh @kouroshshafi
7K Followers 2K Following archiving business tidbits “Make ‘em think, make ‘em laugh, make ‘em money.”
FuzzyPanda 🇺🇦 @FuzzyPandaShort
25K Followers 181 Following Short-only. Exposing Stock Promotions, Frauds, BK's is what we do best. Nothing is investment advice. Assume we are talking our own book - do your own work!
ManagementTrack by Pa.. @ParagonIntelNYC
517 Followers 107 Following Unbiased and objective analysis of management teams and how they impact performance through data and research. 7 years of uncorrelated alpha for top investors.
kenshin9000 @kenshin9000_
6K Followers 312 Following Working on Computer Vision and AI Safety. Twitter browsing account.
Edge Case @edgecase411
10K Followers 371 Following FSD Beta testing V12 through the wild and dangerous streets of Westwood California / only positive vibes with a side of sarcastic humor. Love everything Tesla!
Jehoshaphat Research @JehoshaphatRsch
5K Followers 507 Following I'm really glad you corrected me, Lisa. People are always really glad when they're corrected. - Homer Simpson Join our short ideas mailing list at link below
Deep Moat Society @DeepMoatSociety
1K Followers 3K Following Multi decade holds only. https://t.co/BTdcmLFaJs
Tesla AI @Tesla_AI
148K Followers 14 Following Developing & deploying autonomy at scale in vehicles, robots & more
Cluseau Investments @blondesnmoney
8K Followers 599 Following Not Financial Advice Insert extremely corny quote here
Pranav Rawal @PranavRawal23
2K Followers 803 Following Buyside investor; forever learner! Focus on TMT, Renewables/Clean Tech, Energy! No investment advice; opinions my own. Retweets = Bookmarks.
Sholto Douglas @_sholtodouglas
15K Followers 856 Following Scaling Gemini @Deepmind - working towards intelligence too cheap to meter
Gabriel Tamez @deusexdividend
2K Followers 990 Following Value Investor | Work is a prerequisite for opinions
Jonathan Frankle @jefrankle
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Siddharth @sid_thinketh
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Optionsly @optionsly
507 Followers 430 Following Mid cap US Consumer Tech. 110% long, 10% short. Using options to optimize fundamental positions. Previously at 3 public tech co. Ex-Uber
Darrow Andromedus (Pe.. @The_M_Agrippa
122 Followers 103 Following New here. Buy side asset manager ($1bn AUM). Not investment advice.
1517 Fund @1517fund
13K Followers 336 Following We back dropouts, renegade students, and deep tech scientists at the earliest stages, before anybody else. Want to chat? Reach out:👇
Pernas Research @pernasresearch
3K Followers 591 Following Former Deputy Chief Investment Officer of a 3.5B investment firm | Add your email to https://t.co/0QX5aQA2e6 to receive our research | Stock Ideas & Investing
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L.A. STEVENS @LA_stevens_
1K Followers 5 Following Actionable investment ideas in software, consumer discretionary, and financial technology (some philosophy/political theory). Subscribe for free in link below.
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Rev Cap @rev_cap
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Brian Wilt @brianwilt
2K Followers 870 Following Eng/ML/cheerleader at @Waymo. Ex data at @Meta + @Jawbone. @Stanford and @MIT physics. Living in Phoenix come visit!
Fintool.com (ChatGPT+.. @fintoolx
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Nicolas Bustamante @nicbstme
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Bank of Braavos @BankBraavos
1K Followers 1K Following Investor. Looking for growing oligopolies at reasonable prices. Mostly Advertising, Cloud/SaaS, Marketplaces, Fintech. Not investment advice.
Waymo @Waymo
91K Followers 222 Following Creating a new way forward with Waymo One in #PHX, #SF, #LA, & #ATX 🤖🚘 Hear from our co-CEOs: @dmitri_dolgov and @TechTekedra. Download the Waymo One app: 👇
Jared Spataro @jared_spataro
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The AI Investor @The_AI_Investor
25K Followers 653 Following NVDA TSLA | NVIDIA Daily | Join my Patreon to learn about AI/NVIDIA/Tesla Investing | A fan of Jensen Huang & Elon Musk | My posts are not investment advice |
Kyle Asay @KyleAsay_
2K Followers 186 Following VP @MongoDB │ Sales Introverts | Thousands of sellers are selling more and promoting faster with my Frameworks (link in bio)
Tech Fund @techfund1
5K Followers 858 Following Early $NVDA $ASML $AMZN $META etc investor, among many others. Long-term tech investor. Helped oversee $20bn for 15 years, now retired.
Fede Sandler @FedexSTi
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Radnor Capital @RadnorCapital
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DAG Investments @DAG_Investments
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Anthropic @AnthropicAI
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Sam Morril @sammorril
214K Followers 930 Following Stand-up Comic. Knicks fan. See me in your city: https://t.co/NGdY2cYtXP
Compounding Quality @QCompounding
365K Followers 352 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.In happier news people are spotting the LA wraps
There are some growing pains as we operationalize the service Accidentally shuffling an SF art car down to LA is one of the funnier ones 🫠
After Google $GOOGL, Microsoft $MSFT and Meta $META, cloud Capex for 2024 is trending ~$220bn, or up 35% y/y. We still have to hear from Amazon $AMZN, Oracle $ORCL and China hyper-scalers, but I’d imagine they will follow a similar trend. Microsoft also pointed out that demand…
I don’t know how you can look at the volatility in stocks like $GOOGL and $META over the last few years and conclude that there is not any alpha in large caps. ‘There are too many following it.’ - Yes, and they’re manic depressive lunatics.
A good friend of mine who holds an influential position at Apple $AAPL was with leadership this week and shared this comment with me: "Apple may be mute, but we’re certainly not deaf..." Obviously referring to AI and Apple's push into inference at the edge, running LLMs locally…
@TechFundies I agree. At first I thought Waymo should be cheaper. Then I realize it’s actually a premium experience. No weird smells, smoother driving, cleaner.
@TechFundies A few items to consider regarding Cloud+YT $100B run rate exit: 1) Q1 seasonally slowest ad qtr and Q4 seasonally upticks, 2) Olympics + US elections worth a couple percent growth boost in Q3 and Q4, 3) AI acceleration happening w/in Cloud, 4) maybe run rate exit is mo. of Dec.
@TechFundies @cognition_labs Basically - automates / obviates most of the marketing and support functions within the ads org
@TechFundies Maybe the 100B includes Youtube subscriptions? Only way this makes any sense... and then GOOG once again providing an unhelpful guide
@TechFundies Can’t believe this is free - thank you sir
👀
Looks like it’s designed to be autonomous 👀 Michigan Plates in San Francisco
@TechFundies This will answer many prayers. Probably negates my need for Mongo. "You can create vector values such as text embeddings from your Firestore data, and store them in Firestore documents." cloud.google.com/firestore/docs…
@TechFundies On ARR - key to distinguish between cloud and non-cloud. Cloud getting tailwind from conversion of non-cloud, and non-cloud getting a tailwind from conversion of existing maintenance. Laying nums out, net new ARR ex maintenance contribution falling substantially. And looks like…
Rubrik. The seller sentiment for inbound lead flow has been tracking very closely with Veeam (pink line) over the past several quarters. Rubrik's score of 84.41 puts it in the top 20% overall of tech companies and their inbound lead flow is in the 68th percentile (decent there…
@NeilPassero @DAG_Investments @TradeMod If your price target for Nvidia a couple years out is attractive enough for you to hold the stock now, why try to get cute and trade around it? I’m just not sure anyone is smart enough to execute this strategy consistently. Add taxes to the equation and the odds of these being…
Really insightful interview with a Digital Ad Expert on $META whose clients spend over $120M in Q4 on $META alone: 1. Their spend on $META in Q4 23 was +25% in Q1 2024 was +32%. In terms of verticals, he sees strong performance in retail and e-commerce, +53%. Fashion and beauty…
Insightful interview by a Former $META employee who worked there for over 10 years (also worked on WA): - The culture at $META has always been to build and launch fast. He mentions that in the early days, when $META first started to support video on FB, they shipped that feature…
Excerpts of large org CIO commentary on GenAI experiences, including MSFT Copilot Via MS CIO transcript
People that critique LLMs as "dumb" just don't have a good mental model of what they are. We are so close to a revolution. An LLM is like a powerful CPU pre-loaded with vast knowledge, capable of processing prompts and generating responses in complex ways. However, it has key…
Planning is a key agentic AI design pattern in which we use a large language model (LLM) to autonomously decide on what sequence of steps to execute to accomplish a larger task. For example, if we ask an agent to do online research on a given topic, we might use an LLM to break…
ChatGPT paid user count continues to grow at nice month over month rate. But does seem on margin it is slowing. From Barclay's:
It’s a gold rush to build AI data centers for $MSFT $GOOG and $ORCL. The # of new data center engineer jobs in Q1 was up 180% from last year for Google, 43% for Microsoft and 578% for Oracle. All 3 had the most job openings for data center engineers ever in Q1 (1/2)
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