Software Stack Investing @StackInvesting
Deep analysis of SaaS companies by technology leader who made software purchase decisions. CTO / VP Eng @Zoosk, @CBSNews, @CNET, @Boatsetter. CS @Princeton. softwarestackinvesting.com Sarasota, FL Joined January 2020-
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The hyperscalers delivered better than expected results in Q4, reflecting a moderation of optimization headwinds and increased demand for AI services. I review the earnings reports and consider the implications for the rest of software infrastructure. softwarestackinvesting.com/q4-2023-hypers…
With cloud spend optimization moderating and support for AI workloads, data infrastructure providers have a better outlook in 2024. I examine how Snowflake, MongoDB and Confluent are positioned and potential growth drivers this year. $SNOW $MDB $CFLT softwarestackinvesting.com/data-infrastru…
Cloudflare delivered a better than expected earnings report in Q2, with particular strength in large customer additions and improved operating leverage. In this post, I review the results and gauge the impact of their expanding product offerings. $NET softwarestackinvesting.com/cloudflare-net…
Driven by growth in large customers, elevated NRR and improving operating leverage, Confluent delivered another quarter of strong results in Q2. In this post, I review the report and check in on their evolving product strategy. $CFLT commonstock.com/post/7dbe790d-…
Hyperscaler Q2 earnings were better than expected, with management commentary reflecting a moderation in customer workload optimization. In this post, I review the results and examine implications for the rest of software infrastructure. commonstock.com/post/64964522-…
Snowflake and Databricks held their annual user conferences during the last week of June. In this post, I parse through all the product announcements and try to infer how each is positioning their platform relative to the evolving AI opportunity. $SNOW commonstock.com/post/8b20c5fd-…
MongoDB expands relationship with Microsoft. Expected to increase workload migrations to MongoDB Atlas on MS Azure. $MDB investors.mongodb.com/news-releases/…
MongoDB's recent user conference included some exciting product announcements, with a particular focus on supporting AI workloads. In this post, I revisit their product positioning and review the strong Q1 earnings report. $MDB commonstock.com/post/7f75e45c-…
Investors appear to be looking past Snowflake's Q1 results for a new growth catalyst from AI. In this post, I review the Q1 report and how Snowflake's product offerings are evolving to capitalize on the opportunity. $SNOW commonstock.com/post/31a4a58c-…
Confluent's cloud business is growing rapidly and projected to contribute half of total revenue by end of 2023. In this post, I review the company's Q1 earnings report and examine their latest product announcements. $CFLT commonstock.com/post/733accec-…
In their Q1 report, Cloudflare discussed elongated sales cycles and a GTM restructuring, followed by more detail during Investor Day. In this post, I review the Q1 results and examine how their product strategy is aligning with enterprise adoption. $NET softwarestackinvesting.com/cloudflare-net…
Earnings reports from the hyperscalers last week reflected ongoing headwinds from customer workload optimization. In this post, I cover the results, the potential tailwind from AI and then try to project a path forward. commonstock.com/post/4c0ec76d-…
New product launch from Datadog. This brings total monetized product modules to 20, double the count available just two years ago. $DDOG
New product launch from Datadog. This brings total monetized product modules to 20, double the count available just two years ago. $DDOG
With an increased interest from enterprises in modernizing their data infrastructure, Confluent appears favorably positioned. In this post, I revisit their product offering, the Immerok acquisition and the potential for sustained growth. $CFLT commonstock.com/post/d406dfa4-…
MongoDB set a low bar for revenue growth this year as part of their Q4 earnings report. In this post, I review the results, as well as loop back on their product vision, competitive position and expanded collaboration with the hyperscalers. $MDB commonstock.com/post/d952b3aa-…
In their Q4 earnings report, Snowflake surprised the market by lowering their full year product revenue guidance to 40%. In this post, I review the results, discuss several recent announcements and revisit their broader product positioning. $SNOW commonstock.com/post/ee5c22a9-…
I just published "Snowflake tables on Cloudflare R2". When replicating data to multiple regions, egress costs can be quite significant. So this is exciting: Now @SnowflakeDB can use @Cloudflare R2 as external storage for tables— featuring 0 egress fees❄️ medium.com/@hoffa/snowfla…
Puru Saxena @saxena_puru
353K Followers 128 Following Retired money manager/founder of money management firms in Hong Kong. My posts are views; not investment advice. Do your own due diligence.
Chris Perruna @cperruna
150K Followers 663 Following Owner's Rep, investor & weather enthusiast. Husband, dad, dogs & sports. My only account has a blue checkmark. Beware of impersonators. No investment advice!
Kaushik @BigBullCap
89K Followers 535 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Austin Lieberman @LiebermanAustin
54K Followers 3K Following Father, husband, veteran, investor | Tweets about underfollowed small & microcap stocks.
Jamin Ball @jaminball
74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advice
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Pythia Capital, Baron.. @PythiaR
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Leandro @Invesquotes
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CapitalGuy🇺🇦 @Crussian17
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Thomas Chua @SteadyCompound
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The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Prepared Remarks @Rebrand_As_Y
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Ophir Gottlieb @OphirGottlieb
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Dhaval Kotecha @dhaval_kotecha
32K Followers 1K Following Talk about AdTech & Software companies. Occasionally, talk about cricket. Anything I say is NFA! 🇮🇳
Blurpseighsl @blurpseigh34466
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Smarty @SmartyPantsBeat
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ks @kasthurisan
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Digital Transformatio.. @mongodb2024
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2 Followers 208 Following Software Solutions and Digital marketer passionate and content creation. Exercise and Technology lover. Always learning and exploring new trends. Let's connect
0xICHIMOKU (💷, �.. @0xICHIMOKU
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LionKing2030 @SaudiLion2030
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sedato @sedato15
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PIAPIAPIA @PIAPIAPIA8888
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Ruchit Mehta @mehtaRuchit
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Jordan Nguyen @JordanN22525680
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SLEEK CODED® @SleekCoded
261 Followers 537 Following Investor, Coder, & Blogger • Getting Money Out Of The Market 📈💰💹 l “The cheaper stocks get, the better I like to buy them." $PLTR $NVDA #BITCOIN #GOLD 💵🖨️
Sornram Juljue @sornramjuljue
98 Followers 308 Following
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The Ledger Sage @theledgersage
33 Followers 147 Following Old roots, new transactions. Branching into every block. #CryptoWisdom #LedgerLore | My tweets are not endorsements or financial advice
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Puru Saxena @saxena_puru
353K Followers 128 Following Retired money manager/founder of money management firms in Hong Kong. My posts are views; not investment advice. Do your own due diligence.
Kaushik @BigBullCap
89K Followers 535 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Austin Lieberman @LiebermanAustin
54K Followers 3K Following Father, husband, veteran, investor | Tweets about underfollowed small & microcap stocks.
Jamin Ball @jaminball
74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advice
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Ophir Gottlieb @OphirGottlieb
151K Followers 215 Following Unpaid Verified. CEO @CMLviz. Contrib @Reuters @Factset @Refinitiv. Stanford Trained Mathematician. Former Option Market Maker; Hedge Fund Manager. AI/ML.
Dhaval Kotecha @dhaval_kotecha
32K Followers 1K Following Talk about AdTech & Software companies. Occasionally, talk about cricket. Anything I say is NFA! 🇮🇳
Jonah Lupton @JonahLupton
557K Followers 2K Following CEO/CIO at https://t.co/BgU67oTYtX - https://t.co/Z2k5DpcCBj (investing portfolio), https://t.co/PnPQ8HA1qa (trading portfolio), https://t.co/bkHuFy56di (both)
Beth Kindig @Beth_Kindig
130K Followers 5K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Rihard Jarc @RihardJarc
39K Followers 3K Following Investor & writer @uncoveralpha. Tweets are only opinions. Researching and sharing the findings of the technology sector in detail (+11k subscribers).
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
Francis @InvestiAnalyst
33K Followers 878 Following Founder, Software Analyst Cyber Research | Tweets on Cybersecurity & AI/ML | Catholic. Distance Runner. | Ex Cyber Research @contrary @Contrary_Res, Ex AI PM.
Luosheng Peng @LuoshengPeng
61K Followers 276 Following Engineer. Entrepreneur. Investor. Tweets are not advices. Never initiate DM to followers from my side. Don’t have a Telegram account. Do your own due diligence.
muji @ hhhypergrowth @hhhypergrowth
55K Followers 660 Following Hypergrowth investor doing research into the tech behind the SaaS. Now with a premium newsletter, plus free articles monthly. -muji
Matthew Cochrane @TheMattCochrane
38K Followers 984 Following Investor | Writer | Detective | Sinner saved by grace I tweet about investing in the stock market.
RyanTorres @RyanTorresTesla
2K Followers 242 Following North America Special Projects @tesla - Opinions are my own.
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349K Followers 9K Following Beauty is truth, truth beauty; that is all ye know on earth, and all ye need to know.
Figure @Figure_robot
72K Followers 1 Following Figure is an AI Robotics company building the world's first commercially viable autonomous humanoid robot.
Corey Lynch @coreylynch
10K Followers 1K Following AI at @figure_robot, previously research scientist at @GoogleDeepMind.
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30K Followers 2K Following Tesla Policy and Bizdev. Fmr Special Asst to @potus44 and senior advisor for climate policy. Elkhart, IN born and raised.
TechStockFundamentals @TechFundies
6K Followers 356 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
Lars @larsmoravy
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DrKnowItAll @DrKnowItAll16
52K Followers 1K Following YouTube channel on Tesla, AI, etc. UGA professor. CEO of https://t.co/Kq9SjojMIz. Biological AI Bootloader. Call me John.
Palantir Source 𝕏 @PalantirSource
3K Followers 160 Following Easily digestible @PalantirTech news, updates, & tidbits. Not affiliated
Jay Kreps @jaykreps
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The AI Investor @The_AI_Investor
25K Followers 653 Following NVDA TSLA | NVIDIA Daily | Join my Patreon for AI/NVIDIA/Tesla Investing | A fan of Jensen Huang & Elon Musk | My posts are not investment advice |
Herbert Ong @herbertong
49K Followers 3K Following “The $TSLA Milestones Guy” | Follow me for lists of catalysts for $TSLA, Robotaxi, Bot etc. | $TSLA since 2012 |
Elon Musk @elonmusk
181.6M Followers 586 Following
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22K Followers 6K Following EIR at Balderton Capital, principal at Dave Kellogg Consulting, and author of Kellblog. See FAQ for disclaimers. RT != endorsement.
stevenmarkryan @stevenmarkryan
292K Followers 155 Following I make the occasional video and own a bit of $TSLA. SOLVING THE MONEY PROBLEM. Subscribe for early access to daily videos. Alt account: @SMR420 #TSLA
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130K Followers 100 Following Daily AI newsletter with over 500,000+ readers. Get the latest in AI and learn how to apply it in 5 minutes. By @rowancheung
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136K Followers 314 Following Being smart isn’t as important as being smart in a different way than others. The $20k to $60M guy in Unknown Market Wizards whose going all in on AI/humanoids
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20K Followers 987 Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Tesla Optimus @Tesla_Optimus
189K Followers 11 Following A general purpose, bi-pedal, humanoid robot capable of performing tasks that are unsafe, repetitive or boring.
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497K Followers 376 Following Founder @therundownai. Sharing the latest developments in the world of artificial intelligence.
Freda Duan @FredaDuan
11K Followers 319 Following Investing @ Altimeter Capital. No investment advice
Redpanda Data @redpandadata
5K Followers 176 Following Redpanda is a simple, high throughput, and cost-efficient streaming data platform that's compatible with Kafka® APIs without the Kafka complexity.
Yonezu Investing @SteveYonezu
16K Followers 265 Following Head of Research at Stock Talk Insiders. Swing/day trade ideas w/ asymmetric risk/reward. Passed all 3 levels of CFA exam in 18 mos. Not Financial Advice
DAG Investments @DAG_Investments
2K Followers 694 Following Private family office of long-only, true long-term investors (inter-generational). Only tweet/follow about stock market and/or our holdings (see pinned thread).
Micro2Macr0 @Micro2Macr0
58K Followers 3K Following Macro Economist - Self-made multimillionaire - Formerly Retired at 42 - Always trying to find companies and investments that are solving tomorrows problems
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47K Followers 463 Following Koyfin is a financial data and analytics platform for researching global stocks, ETFs, Mutual Funds, macro trends, and portfolios. Sign up for free.
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101K Followers 388 Following Stoic trader and investor | since 2013 | driven by Philosophy & Psychology | VC & PE|Tweets are purely for entertainment purposes and not investment advice
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Pauline Yang @paulinebhyang
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Pete @nonmayorpete
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Thoughts for the weekend... $TSLA $NVDA We're on the cusp of a tech revolution that'll change the world forever! The magnitude of the disruption from AI + Robotics that's on the way will be unlike anything we've seen before. AND it'll arrive sooner than we're expecting! I see…
Everyone is now witnessing INSANE growth numbers from $NVDA, validating the 1st stage of the AI revolution driven by hardware advancements The 2nd stage, representing the next major shift, will focus on enterprise software -- bullish for $SNOW, $CRWD, $MDB, $PLTR, $DDOG, $CFLT
$CFLT Stifel Starts at Buy PT $40 Confluent's real-time data streaming platform, built on open-source software (Kafka & Flink), plays a pivotal role in the ongoing secular trend of modernizing data architectures as more companies view data as a core asset. Kafka has cemented…
$CFLT Data in motion is super important with a $60 B TAM "Confluent Cloud—a 10x better, fully managed, and truly cloud-native service for Apache Kafka, powered by Kora engine." I've been accumulating shares from Nov-23 up until Feb-24 & they're up from +118% to +43% 🚀
Things are about to get interesting. $NET $SNOW cc @StackInvesting
The hyperscalers delivered better than expected results in Q4, reflecting a moderation of optimization headwinds and increased demand for AI services. I review the earnings reports and consider the implications for the rest of software infrastructure. softwarestackinvesting.com/q4-2023-hypers…
The top 3 YTD performers in my portfolio 💼 $NVDA +50% $CFLT +46% $CRWD +34% $CFLT might turn out to be the best investment for the next couple of years. Streaming data is super important & Confluent is well positioned to capture the $60B market!
re: $AMZN $GOOG $MSFT One of the best long-form pieces I read last night ...
The hyperscalers delivered better than expected results in Q4, reflecting a moderation of optimization headwinds and increased demand for AI services. I review the earnings reports and consider the implications for the rest of software infrastructure. softwarestackinvesting.com/q4-2023-hypers…
@StackInvesting Great work! Thanks Peter for sharing
$CFLT What a difference a month can make! Up +41% in a month!
@StackInvesting Hope you liked the latest $NET results. Always look forward to your write ups :)
$CFLT Hope you stayed around with me on this one 🚀🚀 $CFTLT up +30% 🚀 The calls I bought 2 days ago are up +86% 😊
$CFLT Cleared a low bar, but the call was the highlight ...some high-profile customer wins/use cases. Got the sense that not many of the analysts understand Flink & the GTM change.
Just listened to the $CFLT call. To be honest, after the report dropped, I thought, "pretty good, still leaning towards selling out". However, after listening to the call, I think I'm going to hang on to my small position. CONGRATS to those who had the guts to buy more after…
Outstanding results from Confluent. Operating Non-GAAP profitable now while seeing revenue acceleration. Goes to show how almost every company has a bad quarter now and then.
$CFLT - Confluent Non-GAAP EPS of $0.09 beats by $0.04, revenue of $213M beats by $7.72M seekingalpha.com/news/4064130-c…
To follow up from $MSFT & $GOOGL impressive cloud beat, $AMZN just said cloud optimization trends continued to attenuate & that existing clients are renewing at larger deal sizes and cloud migrations are accelerating. Absolute bullish sign for $SNOW, $DDOG, $MDB & $CFLT 🤩
Google cloud, Microsoft Azure and AWS all came in above expectations. Very good sign for the growth and software market
Just like my other combo of $CRWD + $ZS Here's another combo I own $MDB + $CFLT
🎉🎊 We’ve been named @confluentinc’s Global ISV Partner of the Year! Together, we’re revolutionizing data streaming for the modern data stack.
$MSFT just said they expect 28% Azure growth beating expectation of 26% -- this is bullish news for $SNOW, $DDOG, $MDB & $CFLT 🤩
$SNOW Snowpark ML is cool! I personally think 2024 is going to be a great year for Snowflake, specially H2. I may increase my allocation in the coming months.
Learn how @Fidelity Investments improved performance of feature engineering by 17 to 77x with #Snowpark ML Modeling API. okt.to/klq2ej
88% in 2023! Spear Alpha significantly outperformed the S&P 500 up 26% and Nasdaq Composite up 45%. Below is our detailed fact sheet outlining our strategy and holdings👇 For disclosures & performance, visit spear-funds.com $SPRX learn.spear-invest.com/alpha-fact-she…
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