AkhenOsiris @akhenosiris Twitter profile

Last Seen Profiles

@JeffHenrie

@GecklesMya34123

@Seanymac03

@ynjarch

@kyaku42731

@hr_monarch

@Jacobnoah0107

@tilll_collins

@Pambos0710

@alaisary

@yunihenmang

@gaudtp

@Jackerler2001

@KirklistonPS

@frostfiresoul

@cottonclubjapan

@Minjoox

@YannisEst

@fannybonill

@SleeptimusPRIME

@badodaisukikun

@chenxingfe8508

@JonahMGilmore

@stw_pdg

@AquaG_Lab

@Belightegolf

@amida7676

@Mark_J_Perry

@stwmaniax

@gdOnRepeat

@TransHub2022

@ExtremistBurner

@dailyXmatter

@DuffmanLoL

@2345Cletus16781

@neurotorium

AkhenOsiris

@akhenosiris

2 years

$SNOW CFO: When we mentioned 80% of our business is on AWS during last earnings, it got the Microsoft execs to call us and negotiate better pricing.

16

31

568

AkhenOsiris

@akhenosiris

4 months

$NVDA CFO Kress at MS TMT Conference Q: Did you foresee this DC demand a year ago? A: Intro of Gen-AI was still ramping. We had been working with Open AI for years. We saw it as part of our long planned journey. Things have definitely changed, because of the interest

6

27

193

AkhenOsiris

@akhenosiris

2 years

$SNOW @ Barclays TMT Conference Opening: - Really strong FCF - We try to have 3-5% beats on revenue

4

26

136

AkhenOsiris

@akhenosiris

10 months

$SNOW CFO Scarpelli at Goldman Communacopia & Technology Conference - Recent consumption patterns are encouraging. Top 10 customers, 7 are above my expectations. - Feel very good about hitting $10B Product Revenue FY29 target, especially in light of our new products like

6

15

129

AkhenOsiris

@akhenosiris

2 months

$META $NVDA Zuckerberg on buying H100s back in 2022, initially for Reels: "The corpus of content candidates that we could potentially show you expanded from on the order of thousands to on the order of hundreds of millions. It needed a completely different infrastructure. We

5

14

109

AkhenOsiris

@akhenosiris

6 months

$NVDA WSJ: Chinese cloud companies—some of Nvidia’s biggest customers globally—aren’t so keen on buying its lower-powered AI chips. Alibaba Group and Tencent are among China’s biggest cloud companies that have been testing Nvidia samples since November. They have indicated to

6

12

90

AkhenOsiris

@akhenosiris

2 years

$DDOG Another insider BUY by Director Jacobson, $20M after $50M last week @ashwinibirla @BigBullCap SEC Form 4: Jacobson Matthew bought $19,999,978 worth of shares (296,965 units at $67.35)

4

6

90

AkhenOsiris

@akhenosiris

7 months

$CRWD CFO at Jefferies Cybersecurity Summit On Gross Margins: - big picture, ability to collect data once and re-use it many times - each additional module that customers costs very little incrementally for us - I think I am only CFO in the valley, invites my devops team

2

90

AkhenOsiris

@akhenosiris

10 months

@dnystedt Cleveland Research note from yest. was the original source of this rumor. It painted a very rosy picture for GPU demand for NVDA for 2024 (3x 2023) while stating that MSFT would still grow meaningfully but pull back slightly. Not sure if this Chinese article is add'l news.

5

8

83

AkhenOsiris

@akhenosiris

1 year

$SNOW CFO Scarpelli at JMP Tech Conference Competitive landscape: GCP #1 competitor, MSFT #2 , Databricks #3 . We partnered with Databricks in our early accounts before we released SnowPark, but now the release of SnowPark is to handle Spark workloads directly in Snowflake

5

9

81

AkhenOsiris

@akhenosiris

10 months

$AMD CEO Su at GS Communacopia + Tech Conference Key Priorities - We are all about high performance computing. We spend a lot on roadmaps, big strategic bets. - I spend a lot of time with customers, where market inflection points are. - And today, it is AI, AI, and AI

2

11

77

AkhenOsiris

@akhenosiris

5 months

NVDA air pocket probably pushed out to sometime in 2025 based on AMZN and META AI investment talk. It's an arms race.

3

7

71

AkhenOsiris

@akhenosiris

2 years

$DDOG Director Jacobson bought another $1.4M worth of shares (price = $70.42). Smaller buy than the earlier monsters before, but he keeps going anytime the shares get close to $70

2

3

72

AkhenOsiris

@akhenosiris

1 month

@BillAckman @Uber Slapping this up on X without waiting to do proper due diligence seems almost as bad as what Business Insider did with your wife. Should you not be making sure about lags and other factors? Maybe wait for Dara or someone else from Uber to respond and explain? Stealing by Uber

8

1

73

AkhenOsiris

@akhenosiris

2 months

$META The Verge: Meta’s ‘set it and forget it’ AI ad tools are misfiring and blowing through cash / Advertisers report that costs per impressions on the automated ad platform Advantage Plus have skyrocketed and performance has dropped. The Verge spoke to several marketers and

6

5

70

AkhenOsiris

@akhenosiris

1 year

$AMZN Jassy: AWS faces short term headwinds. Jassy: Companies are being more cautious in their spending. Jassy: Confident about plans to lower costs, reduce delivery times, and build "meaningfully larger" retail business with healthy operating margins.

3

6

65

AkhenOsiris

@akhenosiris

3 months

$AVGO $GOOGL WSJ: Broadcom’s custom-chip division had a surge in business after Google rapidly increased production of TPUs recently, Chief Executive Hock Tan said during a March internal presentation. The increase, he said, was partly in response to Microsoft incorporating AI

1

10

65

AkhenOsiris

@akhenosiris

4 months

CNBC now giving buyside estimates on the visual

3

2

61

AkhenOsiris

@akhenosiris

10 months

$GOOGL new features for Google Flights today, including pilot in U.S.: Some flights will also feature a price guarantee badge, which means Google is confident the fare won’t get any lower before departure. If it does, Google will refund the difference via Google Play. This is

5

2

58

AkhenOsiris

@akhenosiris

15 days

$NET Morgan Stanley said it estimates low-mid single digit percentage tailwind to Cloudflare's topline growth from FY25-27 as AI penetration within Apple's base grows. At the Worldwide Developers Conference 2024, Apple announced its Private Cloud Compute, or PCC, its cloud

1

8

56

AkhenOsiris

@akhenosiris

10 months

$NVDA $AMZN The Information: Last year, Nvidia made an unusual proposal to Amazon Web Services and other cloud providers that have long been the biggest buyers of Nvidia’s specialized artificial intelligence server chips. Nvidia wanted to lease Nvidia-powered servers in the

3

53

AkhenOsiris

@akhenosiris

2 months

$AMD $NVDA AMD replaces Nvidia on Wolfe's top stocks list Wolfe Research said Thursday it has made a tactical shift by replacing Nvidia stock with AMD on its top selection of stocks known as Wolfe Alpha List. “Our views on NVDA and AMD haven't changed, but the relative move in

1

8

51

AkhenOsiris

@akhenosiris

6 months

$CRWD Insider Sale CEO Kurtz sold $28,396,016 worth of shares (100,000 shares at $283.96), decreasing direct ownership by 9%

7

1

48

AkhenOsiris

@akhenosiris

3 years

@jimcramer mentioned today on Mad Money, during his game plan for next week: $UPST has been hired by Wells Fargo...also shown in text on this link: This is massive if true, what does Jim know???

Cramer's week ahead: Strong earnings may help market overcome a historically tough period

"We need to see if this rosy action can hold up through next week, a period that historically tends to produce some ugly sell-offs," the "Mad Money" host said.

www.cnbc.com

5

6

46

AkhenOsiris

@akhenosiris

4 months

$AMD $NVDA Robert Hormuth, corporate VP of architecture and strategy for AMD’s Data Center Solutions Group, told Silverlinings there are millions of old servers gumming up the works in data centers. That’s a big problem for data centers, which are already struggling with power

0

5

47

AkhenOsiris

@akhenosiris

10 months

@buccocapital @chamath Even Chamath's dad @ParikPatelCFA disowned him

0

47

AkhenOsiris

@akhenosiris

1 year

$CRWD insider buying 😂 SEC Form 4: Henry Shawn bought $458 worth of shares (2 units at $229.11), increasing direct ownership by 0.00% to 170,125 units

6

3

43

AkhenOsiris

@akhenosiris

1 year

"I did a press release with $NVDA...how about you?"

3

1

44

AkhenOsiris

@akhenosiris

3 years

@TheStalwart There is no reason to laud the Afghanistan hasty departure as a positive...was a downright mess.

24

0

42

AkhenOsiris

@akhenosiris

7 months

$SNOW CFO Scarpelli at Barclays Global Technology Conference Highlights: - September after Labour Day, had some of the strongest growth in last 2 years. - Not saying this is a recovery where we will see a big acceleration now, but things have stabilized as well as

0

6

42

AkhenOsiris

@akhenosiris

10 months

$CRWD CEO Kurtz at GS Communacopia + Tech Conference Charlotte AI - A Tier1 analyst today in their 8 hour day, logs in, goes through alerts, priorities, takes actions. A lot of work even though we have some automation, but a lot of triage. - Charlotte will help create more of

1

4

41

AkhenOsiris

@akhenosiris

2 years

$DDOG CFO @ Barclays TMT Conference Land and expand, most of our customers stay short relative to what they will evolve to. Second concept is we have been a value increaser through investment. We have gotten clients to increase wallet share with through workload expansion.

2

7

41

AkhenOsiris

@akhenosiris

1 year

$SNOW $NVDA Snowflake Summit June 26-29, will include keynote by Snowflake CEO Slootman and Nvidia CEO Huang

4

7

37

AkhenOsiris

@akhenosiris

1 year

$MSFT $SNOW Conceptually, Microsoft Fabric seems formidable and presents another option to Databricks and Snowflake. But it's basically a rebranding, stitching together a bunch of services...lipstick on the Synapse pig. Let's see how traction goes.

3

2

37

AkhenOsiris

@akhenosiris

9 months

$AMZN Insider: Amazon expects the ad tier of Prime Video to reach more than 115 million people in the US each month, according to a briefing document sent by Amazon to ad buyers and viewed by Insider. The document cites internal Amazon data revealing that 54% of Prime Video

1

6

35

AkhenOsiris

@akhenosiris

10 months

$CRWD updated 3-5 year targets

2

5

35

AkhenOsiris

@akhenosiris

2 months

$GOOGL Post-I/O Notes: Oppenheimer said Google I/O event should assuage fears over AI competitive position. Relative to OpenAI's limited product demo the day before, the firm believes Alphabet demonstrated its strong competitive position, driven by an essentially unlimited R&D

0

7

35

AkhenOsiris

@akhenosiris

1 year

Reuters on the story, hitting mainstream news now $AMD $NVDA (Reuters) - Artificial intelligence chips from Advanced Micro Devices are about 80% as fast as those from Nvidia Corp, with a future path to matching their performance, according a Friday report by an AI software firm

2

4

35

AkhenOsiris

@akhenosiris

2 years

$SNOW To be clear, the exact quotes: "we are in the midst of renegotiating our contract with AWS, Microsoft will follow". The "80% of our business with AWS" comment on the earnings call got Microsoft execs to call Snowflake to "tighten the relationship"

0

1

31

AkhenOsiris

@akhenosiris

4 months

$NVDA CFO Kress at MS TMT Conference Q: How have you managed to grow this quickly. This scale, size, complexity. Growing 4-5x is remarkable. A: Ramping up supply, had to come from many different perspectives. Decades long supplier relationships, seeked out new suppliers to

1

0

29

AkhenOsiris

@akhenosiris

10 months

$META $MSFT $NVDA WSJ: Meta is currently building up the data centers necessary for the job and acquiring more H100s, the most advanced of the Nvidia chips used for such AI training. While Meta joined with Microsoft to make Llama 2 available on Microsoft’s cloud-computing

1

29

AkhenOsiris

@akhenosiris

3 months

$AMD $INTC $MSFT FT: China has introduced new guidelines that will mean US microprocessors from Intel and AMD are phased out of government PCs and servers, as Beijing ramps up a campaign to replace foreign technology with homegrown solutions. The stricter government

2

3

25

AkhenOsiris

@akhenosiris

4 months

$MSFT at MS TMT conference On Copilot: It hasn't been that long, but let me just kind of recap where we are right now. Very, very exciting time. At the individual level, we've done quite a bit of work that you may have seen published Microsoft that people are definitely seeing

1

3

27

AkhenOsiris

@akhenosiris

1 year

$AMD Just presented at BofA. For Data Center biz: - current climate still one of caution - 2H will be better, keeping 50% growth guide - will be a combo of ASP growth and unit growth - MI300 wins to be unveiled June 13th event as well as broader AI strategy

2

4

27

AkhenOsiris

@akhenosiris

2 years

Notes from $DDOG presents at Needham Big Data Q: Feels like you are seeing less pressure on growth vs hyperscalers, why? A: 1. We are indexed to the highest growth segment in cloud workloads 2. Our platform as expanded, prevents a cushion against cloud optimization

1

3

26

AkhenOsiris

@akhenosiris

2 months

$NVDA Q1 Revenue Estimates: Sell-Side: $21-23B Buy-Side: $23-25B SemiAnalysis: $27B How much will flow through to the bottom line? Super tough compares coming in future quarters, growth will come in significantly (consensus already there but won't stop the sensationalist

1

26

AkhenOsiris

@akhenosiris

1 year

$SHOP $AMZN Interesting $SHOP President: We are going to make a deal for "Buy with Prime" with Amazon if it is in the best interest of merchants - post earnings comments

1

2

26

AkhenOsiris

@akhenosiris

1 year

Something about the 80s (not the decade, but the price) Trough prices: $META - $88 $GOOGL - $83 $AMZN - $81 Today: $META - $237 $GOOGL - $117 $AMZN - $112

7

1

26

AkhenOsiris

@akhenosiris

10 months

$NVDA From FT now, adding 2024 H100 estimate: Nvidia now plans to at least triple the production of its top H100 AI processor, according to three people close to Nvidia, with shipments of between 1.5mn and 2mn H100s in 2024 representing a massive jump from the 500K this year.

5

3

25

AkhenOsiris

@akhenosiris

11 months

Snowflake's GTM strategy:

1

0

25

AkhenOsiris

@akhenosiris

6 months

$META $NVDA Zuckerberg: We're building a massive amount of infrastructure. At the end of this year, we'll have ~350k Nvidia H100s -- and overall ~600k H100s H100 equivalents of compute if you include other GPUs The two major parts of our vision -- AI and the metaverse -- are

0

2

25

AkhenOsiris

@akhenosiris

1 year

$SNOW Growth durability: - Some investors don't appreciate how long the migration takes with customers. Some will take 10 years to move their on-prem data,they are big and move slower. - Less than 20% of our customers are big on-prem - There is a long tail of data to be moved.

0

25

AkhenOsiris

@akhenosiris

21 days

$ZS Zscaler today announced a collaboration with NVIDIA to accelerate AI-powered copilot technologies. Zscaler will leverage NVIDIA AI technologies to deliver new user experience and security-centric copilot services to the enterprise. The introduction of new AI capabilities,

0

5

24

AkhenOsiris

@akhenosiris

2 months

$META $NVDA By when will the Llama models be trained on your own custom silicon? Zuckerberg: "Soon, not Llama-4. The approach that we took is we first built custom silicon that could handle inference for our ranking and recommendation type stuff, so Reels, News Feed ads, etc.

1

6

24

AkhenOsiris

@akhenosiris

10 months

$AMD at Deutsche Tech Conference On Macro: - PC one of the worst down cycle in 3 decades. Definitely Q1 is the bottom. Q2 grew sequentially, and 2H PC is better. Next year is Windows 10 EOL and AI applications will help refresh cycle. Inventory and sell-through has been

2

5

24

AkhenOsiris

@akhenosiris

2 months

$AMD $MSFT Microsoft will launch its custom Cobalt 100 chips to customers as a public preview at its Build conference next week, TechCrunch has learned. In an analyst briefing ahead of Build, Scott Guthrie, Microsoft’s executive VP of the Microsoft Cloud and AI group, directly

0

5

24

AkhenOsiris

@akhenosiris

11 months

$AMZN Analysts asking about grocery should be banned from future calls

3

2

23

AkhenOsiris

@akhenosiris

1 year

$SNOW Highlights from MS TMT Conference - Just crossed 3B queries a day - Unistore in private preview, will be public preview by end of year - We do not have any large optimizations planned for this year Cont'd

1

4

21

AkhenOsiris

@akhenosiris

3 months

$SNOW INSIDER BUY CEO Ramaswamy Sridhar bought $5,000,038 worth of shares (31,542 units at $158.52)

0

2

23

AkhenOsiris

@akhenosiris

4 months

$NVDA CFO Kress at MS TMT Conference Q: Regarding longer term prospects, TAM. A: Lots of different #s out there regarding the accelerator market. Let's step back and our position. We have talked about the installed base in DC and our focus on being a DC computing company.

0

2

23

AkhenOsiris

@akhenosiris

1 month

Hindsight: Hyperscalers cloud re-accel didn't mean jackshit for saas, except maybe DDOG/SNOW (latter smoked on margins)

4

2

23

AkhenOsiris

@akhenosiris

2 months

$NVDA EPS and Revenue Raised Higher, EPS to $41 for CY2025 UBS raised its price target for NVIDIA to $1,150 from $1,200 in a note Tuesday, maintaining a Buy rating on the stock ahead of the company's next earnings release on May 22. The bank cited strong demand for its target

1

6

21

AkhenOsiris

@akhenosiris

4 months

$CRWD $NVDA CrowdStrike today announced a strategic collaboration with NVIDIA to deliver NVIDIA's AI computing services on the industry-leading AI-native CrowdStrike Falcon® XDR platform. Combining Falcon platform data with NVIDIA's GPU-optimized AI pipelines and software,

3

2

23

AkhenOsiris

@akhenosiris

1 year

@DanielTNiles so let me get this straight...ORCL is a buy here, and will not be caught in the vicious S&P sell-off to 3,200....ok 😂

7

0

22

AkhenOsiris

@akhenosiris

1 year

$PANW Highlights from MS TMT Conference - Pace of digital transformation is not letting up - On the margin, we have seen a tick up, not tick down - No let up in the demand env - Scrutiny, deals taking longer, all happening, just means we need to work harder.

0

2

22

AkhenOsiris

@akhenosiris

2 months

$NVDA NVIDIA Raised to $1,100 at New Street Research

2

1

22

AkhenOsiris

@akhenosiris

1 year

$CRWD insider buy SEC Form 4: Austin Roxanne S bought $1,534,500 worth of shares (15,500 shares at $99.00), increasing direct ownership by 15% to 115,919 units

0

1

22

AkhenOsiris

@akhenosiris

1 year

$DDOG BTIG analyst Gray Powell downgraded Datadog to Neutral from Buy without a price target. The analyst continues to view Datadog as a "best in class player" in the observability space, but says field checks have worsened over the last few weeks. Cont'd

1

22

AkhenOsiris

@akhenosiris

3 months

$ZS acquires Airgap Networks Combining Zscaler's Zero Trust SD-WAN and Airgap Networks' agentless segmentation technology will transform how enterprises implement Zero Trust Segmentation to IoT/OT devices, and critical infrastructure across branches, campuses, factories, and

2

4

22

AkhenOsiris

@akhenosiris

3 months

Jensen Huang, CEOs best friend: "The more you buy, the more you save" "We don't take market share, we make markets"

2

3

22

AkhenOsiris

@akhenosiris

1 year

Snowflake $SNOW, the Data Cloud company, and $NVDA today announced at Snowflake Summit 2023 that they are partnering to provide businesses of all sizes with an accelerated path to create customized generative AI applications using their own proprietary data, all securely.

2

3

21

AkhenOsiris

@akhenosiris

2 months

$CELH at GS Conference "Last week (post earnings call), which was another record week. The data came in at a 12.1 share in the category and it was another record week. So right now, we've had 2 back to back weeks of record sales at the register. So demand is there, momentum is

1

3

22

AkhenOsiris

@akhenosiris

10 months

$NVDA Price target raises $590 at Mizuho $600 at Wedbush, Raymond James $620 at Piper $670 at Keybanc $750 at Baird $1100 at Rosenblatt

3

21

AkhenOsiris

@akhenosiris

1 year

$SNOW - Neeva shutting down consumer facing search - Shifting to enterprise focus with their LLM expertise * Note Snowflake rumored to be in talks to acquire Neeva

1

21

AkhenOsiris

@akhenosiris

2 years

$SNOW CFO: Most common use case is putting all CRM data into Snowflake

0

20

AkhenOsiris

@akhenosiris

26 days

$ZS at BofA Global Tech Conference: "So we still don't run into Fortinet much. They have been talking about SD-WAN for a little while, and now zero trust SASE. But in the end, architecturally at the large enterprise, that isn't what they are looking for. It's not the true zero

3

2

20

AkhenOsiris

@akhenosiris

11 months

$AMD From Digitimes overnight, as recapped by Tom's Hardware. Sell-side, and more importantly buy-side, not expecting AMD to capture much of the accelerator market. Any surprise on that front would be...huge I would say: In a bid to meet the demand for compute GPUs and other

2

3

20

AkhenOsiris

@akhenosiris

10 months

@GavinSBaker The organized crime rings are shorting the stocks to raise capital, so they won't be joining any calls 👎🏼

1

0

20

AkhenOsiris

@akhenosiris

11 months

$AMD July 17th: Citi opens 'downside catalyst watch' July 27th: Citi says Big Tech earnings 'bad news' for AMD August 2nd: Citi upgrades to Buy This is an example of the old adage 'keep the emotions' out of investing. Sell-side can be just as guilty of it.

2

0

20

AkhenOsiris

@akhenosiris

1 month

$AMD "The recent report from Baird regarding Instinct MI300X demand is inaccurate. The analyst has falsely attributed statements to Samsung that were actually from unnamed third party suppliers. Our engagements with Samsung and our other HBM suppliers are progressing as planned.

1

2

19

AkhenOsiris

@akhenosiris

13 days

CELH NVDA research

1

19

AkhenOsiris

@akhenosiris

2 months

$NVDA NVIDIA Raised to $1,350 at HSBC, 'NVL36/NVL72 server rack pricing power major driver in 2025'

0

2

19

AkhenOsiris

@akhenosiris

1 year

$SNOW Public Sector opportunity: - FedRAMP certification very soon, within 2-3 months. - Public sector is < 1% of current biz, so meaningful upside, we think up to 10% - Not just in U.S., but seeing interest outside, i.e. Korea, U.K.

1

0

19

AkhenOsiris

@akhenosiris

4 months

$NVDA CFO Kress at MS TMT Conference Q: Inference 40% of DC revenue, is it really that big? How do you know? A: It was a great exercise for us to work on, our work that we did, we do know our largest systems and we know engineering teams at all the customers. And we can

4

2

19

AkhenOsiris

@akhenosiris

10 months

$AMZN In 2022, Amazon hired 150K during the holiday period In 2023, Amazon hiring 250K during the holiday period. Interesting.

Amazon is Hiring 150,000 Employees to Help Deliver Great Holiday Experiences

Full-time, seasonal, and part-time roles available across Amazon’s operations—sign-on bonuses up to $3,000 in select locations, and seasonal employees will have an opportunity to transition to...

press.aboutamazon.com

1

3

18

AkhenOsiris

@akhenosiris

11 months

$NVDA FT: The most advanced LLMs are owned by US companies including Microsoft-backed OpenAI and Google. These groups are also the primary buyers of Nvidia’s H100 and A100 chips. According to multiple sources close to Nvidia and its manufacturer, Taiwan Semiconductor

4

1

19

AkhenOsiris

@akhenosiris

3 years

$SE DZ Bank initiated coverage of Sea Limited with a Buy rating and $400 price target. @skaushi @EMparadigmshift @punchcardinvest

0

18

AkhenOsiris

@akhenosiris

2 years

$DDOG CFO on 5 yr vision: Very early on digital transformation, most companies are potential customers. Monitoring, security, workflows, all these things, we want to be the one platform that they can rely on.

1

2

18

AkhenOsiris

@akhenosiris

2 months

$SNOW $MSFT TechCrunch: Microsoft will announce a partnership with Snowflake. Fabric will now support Snowflake’s Iceberg format (in addition to Databrick’s Parquet), which will enable “seamless interoperability with Snowflake and enable any data that’s in Snowflake to show up

2

1

17

AkhenOsiris

@akhenosiris

11 months

$AMZN Going full Zuck to start call, all about how they cutting costs

6

3

18

AkhenOsiris

@akhenosiris

3 months

$NVDA UBS raises to $1,100 - sees $150B revs in CY2025, 30% growth - “We anticipate NVDA is at the verge of experiencing increased demand from global enterprises and governments, with each government potentially having as much impact as a major US cloud customer.”

2

0

18

AkhenOsiris

@akhenosiris

4 months

$NVDA CFO Kress at MS TMT Conference did not really hold back on what is in front of the company, demand-wise and overall TAM. Interesting, was wondering if she might temper the enthusiasm a bit.

1

2

18

AkhenOsiris

@akhenosiris

3 years

@skaushi missed $MELI before, time to start on that one too

3

0

18

AkhenOsiris

@akhenosiris

1 year

Since this tweet by Damn Niles: SNOW +24% MDB +21% DDOG +42% CFLT +27% GOOGL +14% META +16% MSFT +12%

Dan Niles

@DanielTNiles

1 year

Recap: Sold $NVDA $INTC on weak IT spending concerns. Plan is to be not involved/short into earnings this week on concerns over online ad spend- $GOOGL $META, weak PC demand recovery- $MSFT, cloud spend- $AMZN $MSFT $GOOGL. $TSLA $T $NFLX earnings reactions are warnings.

43

42

311

2

18

AkhenOsiris

@akhenosiris

1 year

$SNOW price target raises $180 at JPM $190 at Mizuho $195 at Wells Fargo $200 at Baird $205 at TD Cowen $210 at Goldman Sachs $235 at MoffetNathanson

0

2

18

AkhenOsiris

@akhenosiris

2 years

@ashwinibirla @BigBullCap $SNOW showing their muscle!

1

17

AkhenOsiris

@akhenosiris

1 year

$AFRM Affirm to reduce workforce by 19%, effective today Stock might follow suit and be down 19%

2

1

16

AkhenOsiris

@akhenosiris

1 year

Piper chasing some software names $CFLT raised to $40 from $30 $ZS raised to $145 from $130 $DDOG raised to $88 from $75 $PANW raised to $250 from $240 (also raised to $260 at TD Cowen)

1

17

AkhenOsiris

@akhenosiris

1 year

$DDOG Barclays analyst Raimo Lenschow raised the price target on Datadog to $134 from $90 while maintaining an Overweight rating. Chase it.

0

1

17

AkhenOsiris

@akhenosiris

1 year

$PANW $CRWD $S All initiated with Overweight at JPMorgan, $PANW added to Focus List

0

1

17