TechInvestor123 @TechInvestor123

Investor. No investment advice, just opinions. Joined March 2021

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TechInvestor123 @TechInvestor123

12 hours ago

$BILL looks interesting at ~2.5x Sales / 14x EBITDA with DD growth. If #Starboard runs the Salesforce playbook, upside could be real. But sub-100% NRR is a red flag, and without a real AI strategy, risk from AI-native startups looms large. Execution on AI is the swing factor.

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TechInvestor123 @TechInvestor123

2 days ago

Does all the content being generated by AI make $STX a massive long? It’s quickly becoming the only viable option for high capacity storage with their HAMR break through. Durable mid teens growth at mid teens earning still seems pretty good

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TechInvestor123 @TechInvestor123

2 days ago

$GTLB trading at a mid teens CY26 FCF multiple growing rev ~30% with a sand bagged guide for the rest of the year makes no sense. If the market doesn’t appreciate this soon I think a strategic buyer will step in

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TechInvestor123 @TechInvestor123

4 days ago

$GTLB had a killer quarter with rev accelerating to 29% y/y, SaaS up 39% y/y, margins up 680bps y/y (Rule of 49 on FCF) and mgmt highlighting accelerating developer seats up DD. Conservative guide seems like a setup for new mgmt to beat raise, if they don't get bought first!

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TechInvestor123 @TechInvestor123

a week ago

$S posted a standout 2Q with net new ARR +85% q/q and +18% y/y, powered by broad adoption of its AI Security platform. With ARR compounding >20% and margins inflecting, it’s hard to justify $S trading at just ~3x CY26 EV/ARR. The multiple should be meaningfully higher 🚀🚀

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TechInvestor123 @TechInvestor123

2 weeks ago

$MDB atlas revenue accelerated to 29% y/y at scale, clearly this company is a AI beneficiary as more companies build out AI capabilities. I think this re-rates more like $SNOW as investors dream the dream from here

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TechInvestor123 @TechInvestor123

3 weeks ago

Citi upgraded $MDB today citing AI native contributions to growth. With Cursor and other AI native customers ramping and Anthropic rumored to be scaling, I think the market is overlooking this as an AI winner, it's too focused on the Wall Street Postgres bear narrative

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TechInvestor123 @TechInvestor123

3 weeks ago

Nice to see #GavinBaker as well as other well known hedge funds building large positions in $GTLB in the latest 13F filings. Recent survey data also shows developer headcount accelerating! 🚀🚀

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TechInvestor123 @TechInvestor123

4 weeks ago

I don't think many people would have believed 6 months ago $NVDA would be delaying their Rubin tape-out because $AMD's MI450 is so good. Lisa Su is not joking when she says there is a clear path to 10s of billions in revenue for their GPU business!

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TechInvestor123 @TechInvestor123

a month ago

$KD growth is now decelerating to -3% y/y cc, doesn’t sound like a turn around, more like a legacy tech player getting pressured by the cloud. How is this not the next $DXC?

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TechInvestor123 @TechInvestor123

a month ago

$WK remains undervalued despite the 25%+ move today. Trading at just 4.5x CY26 sales vs. software comps growing 20%+ trading at 10x+ sales. WDAY or PE should buy while they still can before rerating continues with margins and growth ramping

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Volonaut @Volonaut

2 months ago

We are excited to share this raw flight footage including take-off and landing, all with real sound. No special effects, no CGI, no AI, pure engineering. Enjoy the future! A fully functional real-world "speeder bike" that so far only existed in sci-fi movies is finally here.

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Earnings Season Capital @CapitalCold

2 months ago

$GTLB The slump in entry level software developer hiring has sharply reversed recently. “this doesn’t necessarily mean AI is not taking coding jobs: just that it may now be creating as many new openings in tech as it is erasing old ones” - FT

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OpenAI @OpenAI

2 months ago

ChatGPT agent is ready to introduce itself. openai.com/live

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TechInvestor123 @TechInvestor123

2 months ago

When is $WDAY going to buy $WK? Makes so much sense for both parties

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TechInvestor123 @TechInvestor123

2 months ago

What is the bear case on $MDB, Postgres concerns seem to be over blown and I am hearing meaningful traction in the enterprise as businesses build out AI applications?

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TechInvestor123 @TechInvestor123

a year ago

Just when you think #ZoomInfo (ZI) can't get any cheaper... Revenues are now declining with 85% NET retention, will this company survive as sales contact data gets more commoditized?

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TechInvestor123 @TechInvestor123

a year ago

#Dynatrace (DT) trading at 20x next year's FCF and growing 20%+ seems very underappreciated. 57% FCF margins this quarter! They will continue to benefit from resumption of cloud spend and AI deployments that need to be monitored by enterprise grade observability platforms