Dave Vellante

I agree....SaaS is dead - Long live agentic SaaS! https://t.co/W3pB3V6sfO

I get a lot of questions about whether we're in a bubble & if so when will it pop. Many feel that "Bubble" is a pejorative. I see it differently. To me a bubble is an economic event where asset prices & valuations in a new or growing market rise far above their current value>> https://t.co/us0iYoaJxk

Looks like the Bulls are back in control of $NVDA. Things can happen-eg China invades Taiwan-but my tech gurus say the bears have capitulated (for now). Pullbacks likely & normal. My fundamental analysis says Vera Rubin changes the economics & confers major advantage to @nvidia https://t.co/5XOiRWOnGM

My #1 prediction in our annual predictions post was that @Nvidia would completely reset token economics in 2026 with the ramp of Vera Rubin; & it would dominate inference; *And* the market would recognize its advantage. Nvidia w/ the @GroqInc deal has reset the tension between throughput and latency. Market hasn't responded (yet). But it will @NVIDIAGTC

“A few short mos after GTC DC - I see, thru 2027, at least 1$T of demand…" - and "I am going to be short" @NVIDIAGTC https://t.co/tJT7UeAl0E

Very strong earnings print from @Oracle - stock on the move after hours. Double digit revenue growth in all key sectors. RPO grows in triple digits $ORCL @sarbjeetjohal https://t.co/WM7bb7lu0j