Mistake to infer consumption patterns of names that are part of the app stack ( $ESTC $MDB $BASE) from a visibility tool ( $DDOG) #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$DDOG beat & raise confirms cloud reacceleration $ESTC $MDB $BASE $ZS $CRWD #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$APLS Unless all prior retinal vasculitis cases were made up, recurrence was bound to happen. Wishful thinking vs a tail risk that was coded in the data. #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$ZS's newly announced AI powered ZDX offering for IT Ops and Service Desk validates $FRSH's opportunity in this space. zscaler.com/blogs/company-… #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$GOOGL $MSFT cloud acceleration a good leading indicator for increased consumption for $ESTC $MDB $CRWD $ZS #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$HCP - Deal to likely fetch >$35/shr Following the same logic, $IBM should also go after $CFLT #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61 wsj.com/business/deals…

#BTC - Modern day wars are military keynesianism. Highlights how unsafe everyone is and how more needs to be spent. #BTC hasn't got that correlation right. #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

#CPI Auto insurance inflation = more EVs, supply shortages, Rent inflation = more ppl, Energy inflation = more wars. Rest of the categories look ok. #FederalReserve $NDX #dot61

$VERV - Still expensive given the very limited data they have and so early in their innings. $BEAM #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$COIN - All alts will highly likely be declared as securities. $HOOD #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$FSR - could it get some state support? This going bankrupt not good for consumers' willingness to buy $RIVN $LCID vehicles either #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$AAPL and $GOOGL's potential AI partnership is likely negative for $META's larger ambitions in AI (personal chatbots) due to distribution leverage of Apple. #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$AAPL using $GOOGL's Gemini APIs could be a huge boost to its TPU volumes which is built by $AVGO #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$AMLX ratings - Blind faith? Conviction w/o much data. #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$BIIB's Leqembi likely ends up with a dominant market share. Most models have it at 60/40 split vs $LLY reuters.com/business/healt… #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$BASE Capella inflecting? Net customer adds (34) were the highest ever for the company with Capella now representing ~25% of the customer base. #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$ZS - clean print, $ESTC - Not much to nitpick on sequential cloud deceleration from 30% y/y to 29% y/y. Both are long-term holdings #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61

$SNOW is not really the AI play everyone was hoping for. Databricks (pvt) has a superior positioning in AI application stack. #wallstreetbets #Stocktwits #IBDinvestors #barronsonline #investors #CNBC #HedgeFund #Equity_Analyst #zerohedge #dot61