muji @ hhhypergrowth

Reddit $RDDT up strong afterhours on news it is joining S&P500 on Aug 18

This AI thing seems to have legs. https://t.co/Qp6CcWDTYS

Agree ... time to find some deals out there. https://t.co/zzKOmMRePt

Anthropic has 10x'd revenue run rate over the past year, from $1B+ to now $14B https://t.co/YUYivuvPWX

Nebius $NBIS acquired Tavily, a web search layer for agentic AI. This will be tied into Token Factory inference-as-a-service layer. https://t.co/nmVfYQhJhf

i don't toot my horn much, but i feel like i've written some good in-depth research pieces on CoreWeave and Nebius $CRWV $NBIS over the past month, and how to read the signs for costs turning into revenue... sign up to Premium to see. a lot better entry prices of late! https://t.co/aDM2AOeRol

NVIDIA $NVDA just putting up the fastest seq growth in 2 years thanks to Blackwell Ultra Revenue $57B +22% seq (guided +15.5%) DC +25% seq Q4 Guide $65B +14% seq FCF $22B, 39% margin

BATTEN DOWN THE HATCHES IT IS TIME FOR $NVDA EARNINGS

Figma $FIG spiked up 7% on brief mention by Sam Altman in Open AI Dev Day keynote Okayyyyy

aww thx @plantmath1, ye ole fintwit days of Fastly $FSLY vs Cloudflare $NET still here with a premium and free blog with deep explorations of high-quality tech names like $NVDA $NET $RBRK $AXON $IOT $FIG $CYBR $MNDY $CRWD ... and finding issues in $OKTA $CFLT $S $TWLO https://t.co/nGwgvfcLxn