Cloud Developer @CloudCompounder

Christ follower. Husband and dad. CTO building cloud software. Amateur investor looking for quality companies that compound over long time periods. Joined January 2022

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Cloud Developer @CloudCompounder

9 hours ago

Athletic clothing brands a hot mess over the last 5 years: $LULU $NKE $UA $ADDYY all down 30%+. All seemingly popular brands and yet all horrible investments. Pick the industries you invest in wisely.

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Cloud Developer @CloudCompounder

2 days ago

$CRM overpaying for M&A without the growth story + competition chipping away at their overpriced offerings. Been saying this for a while now...

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Cloud Developer @CloudCompounder

6 days ago

What a terrible call

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Cloud Developer @CloudCompounder

a week ago

Like most investment strategies, this could be really good advice for some and really bad for others. Context is everything....

Sidecar Investor @sidecarcap

a week ago

Like most investment strategies, this could be really good advice for some and really bad for others. Context is everything....

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Cloud Developer @CloudCompounder

a week ago

$CELH x $PEP x Rockstar -PEP adds $585M via conv pref → ~11% stake -CELH buys US/CA rights to Rockstar; PEP keeps intl -CELH to lead US energy (Celsius, Alani Nu, Rockstar); $PEP = distro US/CA -Alani Nu shifts to PEP distro

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Cloud Developer @CloudCompounder

a week ago

Doing more selling these days then usual. Trimmed $CELH way down and totally out of $MDB after the big bump today. Nibbling a bit on Topicus $TOI.V $TOITF dip and a bit more $UNH but mostly boosting cash position

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Cloud Developer @CloudCompounder

a week ago

$MDB Q2: -Atlas accel +29% y/y -now 74% of rev; total rev $591.4M (+24%) -Prof stepping up: non-GAAP op inc $86.8M (~14.7% margin); FCF $69.9M -FY26 guide raised: rev $2.34–$2.36B; non-GAAP op inc $321–$331M (~14% margin for the year) Cust surge tied to AI app builds

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Cloud Developer @CloudCompounder

2 weeks ago

Used the nice bump today to trim some of $CELH. Always fun when you can double your money on the same stock more than once. Market efficiency 😂

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Cloud Developer @CloudCompounder

3 weeks ago

Buffett agrees $UNH

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Cloud Developer @CloudCompounder

3 weeks ago

What happened to $TVK.TO and $CSU.TO today? Did something happen in Canada or is it time to buy?

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Cloud Developer @CloudCompounder

3 weeks ago

Big business is still running on mainframes and suddenly we think SaaS is dead

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Cloud Developer @CloudCompounder

a month ago

AND… Like clockwork $CFLT is back in the teens again, which means I’ll buy again UNTIL… it’s in ~$30 range again, at which point I’ll sell again Rinse and repeat. Same story with all these PaaS plays

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CELSIUS Energy Drink @CelsiusOfficial

a month ago

@highnoonsunsips Did we just become best friends?

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Cloud Developer @CloudCompounder

a month ago

Dejavu? Looks like $MSFT continues to gobble up the enterprise a year later…

Cloud Developer @CloudCompounder

a year ago

Dejavu? Looks like $MSFT continues to gobble up the enterprise a year later…

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Cloud Developer @CloudCompounder

a month ago

Sat in a waiting room for my son’s X-Ray today for about 1.5 hours while a group (4-5) of healthcare workers sat in their shared office gossiping from the time we got there til we left. Didn’t even pretend to be busy. And we wonder why our healthcare is so broken…

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Cloud Developer @CloudCompounder

a month ago

$UNH for $280

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Cloud Developer @CloudCompounder

a month ago

RIP Hulkster

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Cloud Developer @CloudCompounder

a month ago

"Treat Google like a mountain. You can climb the mountain, but you can't move it" -Bezos

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Cloud Developer @CloudCompounder

a month ago

$GOOGL Q2: 👀 -Cloud: 2nd straight Q of +30% growth and >20% margin -Search: Double dig growth (what AI?) -YT: Shorts watch-time grew >20% YoY -Subsc. engine: >$11 bn revenue, +20% -Capex: ≈ $85B '25 to fund AI TPUs + H100s -Market must not like the capex story but wow!

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Cloud Developer @CloudCompounder

2 months ago

$DHR Q2 FY25 -Rev $5.94B (+3.5 % Y/Y) beat -Core rev +1.5% -Adj EPS $1.80 vs $1.64 est -Bio +6%, LifeSci -2.5%, Dx +2% -Adj op marg 27.3% (flat) -FY25 EPS guide raised to $7.70–7.80 -Matthew Gugino will succeed CFO Matt McGrew next year