Rayno in the Clouds💨🤓 @rayno
R. Scott Raynovich, Principal Analyst @futuriom following #cloud #security #networking #techstocks. Ex. Light Reading, Red Herring. Views my own futuriom.com/join/ Bozeman, MT Joined April 2008-
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Alphabet joins the $2 trillion market-cap club — and could vault above Nvidia marketwatch.com/story/alphabet…
YouTube is the best acquisition ever (Android right there with it) and it keeps getting better today's HowieTown newsletter ... howardlindzon.com/p/youtube-best…
Haha
This is the definition of flagrant 2. He should have been ejected. I think there is a secret @NBA officials code that says you can’t eject a former MVP in a playoff game. @TheDunkCentral
This is the definition of flagrant 2. He should have been ejected. I think there is a secret @NBA officials code that says you can’t eject a former MVP in a playoff game. @TheDunkCentral
"The important thing is to learn a lesson every time you lose." ~ John McEnroe
Alphabet’s stock surges on Triple Crown of first-ever cash dividend, $70 billion stock buyback, strong results via @jswartz marketwatch.com/story/alphabet…
What IBM’s Deal For HashiCorp Means For The Cloud Infra Battle via @Forbes $IBM $HCP forbes.com/sites/rscottra…
.@rubrik prices the IPO at $32.00 per share, will sell 23.5 million shares, not 23 million as stated earlier in the filing. This price puts the market cap of Rubrik at $5.6 billion. @theCUBE @RealStrech @dvellante @furrier @dhinchcliffe @bipulsinha @vGazza @robhof…
The deal is done! Why @IBM wants @HashiCorp $HCP $IBM #techdeals #acquisitions #IaC futuriom.com/articles/news/…
How @LogitechBiz is Redefining the Future Workspace. Discover how cultural insights fuel innovation in tech w/ @Logitech’s leader in Personal Workspace Solutions. Dive into how global perspectives shape local solutions #FutureofWork #HybridWork x.com/i/broadcasts/1…
Bright Futures in Digital Health: Explore the synergy between @Brightinsightco and @fpt_software in advancing biopharma digital solutions and transforming DigitalHealth with groundbreaking apps with @IrmaRaste of @eViRaHealth #Healthcare #HealthIT x.com/i/broadcasts/1…
Whao. Microsoft-Backed Rubrik’s IPO Is 20 Times Oversubscribed finance.yahoo.com/news/microsoft… via @YahooFinance
The price of @HashiCorp appears to be climbing in realtime, making it look as if the bidding situation is fluid. $IBM $HCP #cloudtech investing.com/equities/hashi…
News reports say @HashiCorp is going to be purchased, possibly by @IBM. The stock is still moving up... there is no news... is there a bidding war? #Markets #technology #deals $IBM $HCP futuriom.com/articles/news/…
Apparently IBM is in talks to acquire Hashicorp, so they can CloudNative this AI wave to sell more z/OS.
Whoa dude.. more Mozilla dude.. or whomever
Nice!
The old line about how markets don't bottom on Fridays has been in my head while watching today's tech carnage unfold. Maybe we see one more drop on Monday (aided by margin calls) before markets find their footing ahead of big-tech earnings. Time will tell.
This is wild. And when we asked about things a few months back they said everything’s fine.
🇺🇦Evan Kirstel .. @EvanKirstel
362K Followers 322K Following Tech influencer, contentcreator/Industry Expert w/550K Social followers focused on Enterprise 💻 Cloud ☁️5G 📡AI 🤖Telecom ☎️ CX 🔑 Cyber https://t.co/OtwbCuhoMXDean Bubley @disruptivedean
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293 Followers 2K Following Financial Markets. Fund Manager /Trader. PMs, Gold, Silver, Equities. You need to call it. I cant’t call it for you. It wouldn’t be fair. ASU Alum ☀️😈🔱🇺🇦Evan Kirstel .. @EvanKirstel
362K Followers 322K Following Tech influencer, contentcreator/Industry Expert w/550K Social followers focused on Enterprise 💻 Cloud ☁️5G 📡AI 🤖Telecom ☎️ CX 🔑 Cyber https://t.co/OtwbCuhoMXKeith Townsend @CTOAdvisor
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262K Followers 237K Following Hip Hop Artist, LDaVice. DISABLE BODIEZ Rappers with disabilities I have seizures, whatz urz? Tell meh! Listen, 2oo good to ignore! YouTube, Spotify, SC.GauchoRico @GauchoRico
13K Followers 32 Following Regular dude sharing opinions, analysis to discuss (no advice). Discussion topics: growth stocks, options, port mgmt, personal finance.Lina Colucci, PhD @lina_colucci
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20K Followers 1K Following I post about my journey as an immigrant female founder @typedreamhq • @ycombinator W20 • @forbes U30Evan @StockMKTNewz
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2.5M Followers 630 Following Lead Magician (and CEO) at Box (@box); Huge ABBA fan. I don't fully endorse anything I say below. Go ☁jack @jack
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47K Followers 119 Following investing @lightspeedindia, past: @a16z prod/engg @Google @AMD; @supabase @pixxelspace @gorattle @sarvamai @solana @pintuID. Poetry, physics & 🎹MATT GRAY @matt_gray_
311K Followers 152 Following “The Systems Guy” | Proven systems to grow a profitable audience with organic content. Founder & CEO @founderosSheel Mohnot @pitdesi
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432K Followers 4K Following President & CEO @ycombinator —Founder @Initialized—PM/designer/engineer who helps founders—YouTuber—San Francisco Democrat accelerating the boom loop—e/accNikita Bier @nikitabier
321K Followers 2K Following I make apps grow really fast. founder @gasappteam (acq by discord), ex-founder @thetbhapp (acq by facebook), ex-new products @metaSuhail @Suhail
295K Followers 464 Following Founder: @playground_ai, @mixpanel Pizzatarian, programmer, music maker@rayno Thanks for the positive and constructive comments. 11% was at time of writing. Finding out more as this evolves. Getting a detailed briefing by IBM later. I’m bullish on synergies though.
Compare 36+ Vector Databases on features, performance and price ⚖️
Exact same, I mean word to word same motivational mushy quotes by A billionaire, a startup CEO, a wannabe guru trying too hard. Arey they copying each other or sourcing from same website ?
Alphabet joins the $2 trillion market-cap club — and could vault above Nvidia marketwatch.com/story/alphabet…
If I put $500 in a memecoin, sell for $20,000. Buy a Rolex for $20,000. Did I just buy a Rolex for $500?
YouTube is the best acquisition ever (Android right there with it) and it keeps getting better today's HowieTown newsletter ... howardlindzon.com/p/youtube-best…
This is likely my most "Boomer" tweet ever, but: People unreliable at responding are annoying as hell. It's not hard for an intelligent person to stay on top of emails and texts with the right tools and systems. (Also, here's a live shot of me writing this tweet.)
Did a call with a bunch of CTO/CIOs of mid size companies this morning. Asked them how is GenAI/LLMs impacting your work? All said, its not something we are thinking about right now. AI hype seems like a Fortune 100 thing.
@rayno Maybe if/when the AI spend peaks but no signs of that right now- hard to see that happening unless big cap tech, esp $NVDA cooperates- that said, plenty of reasons to take some air out and at least have some reasonable corrections
@rayno Yeah I get all that- just referring to what’s propping up the indices- just a weighting thing and math- also just perpetuates animal spirits- things overall are just very out of synch given crazy fiscal spending and the Fed
What is the appeal of owning a large dog? Do people enjoy picking up gigantic handfuls of shit everyday?
Elon is purging the bots and follower counts are dropping by the second Live look at influencers whose egos are being completely shattered as their follower count plummets:
@rayno Weak FMF means you don’t understand the market. If you scaled to $1M you understand it so you should be raising $3M But people may say this is not a venture scale market - maybe valid point but not the point I was focusing on.
"The important thing is to learn a lesson every time you lose." ~ John McEnroe
Yesterday talking with a friend. “The reason my business isn’t profitable is because I pay for my wife’s Tahoe through it as well as my truck.” Why do people do these things 🤦♂️
it's done. Rubrik is now trading under the ticker symbol RBRK cnbc.com/2024/04/25/rub…
Chilling post-Google was nice, but I'm elated to tell y'all that I've accepted a position in the @java Platform Group at Oracle! In the libraries team I'll be working with people like @stuartmarks @viktorklang @PaulSandoz @biboudis @jddarcy @PMinborg and the list goes on...
What would happen if we lowered the top US income tax rate to 20%, and raised the tax on all capital gains to 40%. Wouldn't this benefit most Americans and small business owners who tend to recognize profits as ordinary income?
Alphabet’s stock surges on Triple Crown of first-ever cash dividend, $70 billion stock buyback, strong results via @jswartz marketwatch.com/story/alphabet…
On April 24th, @IBM announced it is acquiring @HashiCorp for $6.4B - a deal with significant implications for open source automation. @chris_a_wade shared his thoughts with @rayno on what the deal means for the market. Read the @Forbes article: bit.ly/4aO4txT