SV_Techie @sv_techie Twitter profile

Last Seen Profiles

@mojitodefavela

@crawk_cray21147

@MarionBothorel

@ly907107945

@AWorldies

@t3TaDHkrZk13179

@TCUNeeley

@Ncqdn8EsMHbRZUQ

@aardvarktumult

@Its_rajasthani

@eva_nice15

@tarantulaes

@onotetu1

@abanaangakana

@Biigw1nAsyik_

@wenixstudios

@UniversityACES

@MuratPolater2

@coolguy80101

@tarantulaes

@bokeplokalmalam

@JonahWilson_

@DiegoFusaro

@AguilarT_CA

@arincboi

@Priyank63185718

@prasad69_99

@GabrielAlter666

@chizhov_s

@xcvook155

@RFAHeadquarters

@SCJmurphy

@zgwTardjftqNiAU

@OscarGu10912376

@BrasilCibele

@macisaclay

SV_Techie

@sv_techie

2 years

Nice overview of companies in the payment space

11

93

707

SV_Techie

@sv_techie

3 years

$TWLO $CRM are screaming for buy.

55

13

245

SV_Techie

@sv_techie

3 years

@aliceseba @rishmishra Good one. 3 strikes, you are out.😀

1

226

SV_Techie

@sv_techie

4 years

@Acosta The best thing Media can do is stop talking about him -- that is going to hurt him. Why is this hard for you all to understand?

10

18

214

SV_Techie

@sv_techie

3 years

What an epic year for $AMD. $AMD takes over $INTC on the marketcap. Amazing leadership by Lisa Su.

11

16

193

SV_Techie

@sv_techie

3 years

$FB is valued lesser than $TSLA, with 3 times more revenue than Tesla and Gross Margin of 80% vs 20%. Go Figure!!

34

9

151

SV_Techie

@sv_techie

4 years

@ProjectLincoln We talk about foreign influence on the elections, when we have "enemies" right under our nose..

0

14

130

SV_Techie

@sv_techie

2 years

All I hear from $MSFT's CFO is decelerating, slowness, revenue to decline -- am I missing something?

18

5

126

SV_Techie

@sv_techie

2 months

So it is starting .. CSPs are going to start taming expectations

12

15

123

SV_Techie

@sv_techie

2 years

Unbelievable on how people pumped $AFRM to $176 (now at $9) and $UPST to $400 (now at $12) -- Massive wealth transfer. People projected BNPL and subprime lending as the next big thing since the sliced bread.

17

5

100

SV_Techie

@sv_techie

2 years

I am warming upto $pltr after talking to few folks who know that space reasonably well. I will monitor and see if I can catch at $10.

13

0

100

SV_Techie

@sv_techie

2 months

People are underestimating the damage $crwd has done in hospitals which are mostly windows PCs. Working through each PC having BSOD is going to take multiple weeks if not a month. This is going to result in massive loss of rev, productivity and dissatisfaction.

18

11

95

SV_Techie

@sv_techie

2 years

$TSLA and $BTC

18

21

89

SV_Techie

@sv_techie

7 months

Some thoughts around chasing AI hardware/server growth stocks: 1/3 1. AI Hardware sales do not generate recurring revenue. 2. Most of the AI Hardware are bought by CSPs, who all have been building their own and in 12-18 months you can expect them to be deployed at scale

16

9

87

SV_Techie

@sv_techie

2 months

If your fund manager sends a memo "Don't worry we have got you enough trading loss in your account and that should offset all other gains you will have for years" you better take your $ out and run the other way...

13

5

86

SV_Techie

@sv_techie

2 years

How are these stocks $BUD $PEP $KO all sitting at 26-27 P/E. I don't get it.

24

9

80

SV_Techie

@sv_techie

2 years

Take a look at Database market. AWS is taking the lead, followed by Microsoft and leaving Oracle in 3rd place close to Google. Anyone who thinks $MDB is taking over the world, I have a news for you - it ain't.

6

5

84

SV_Techie

@sv_techie

2 years

Databricks vs $snow: Good read for those who are not familiar with the course these two are on.

Databricks vs Snowflake: The race to build one-stop-shop for your data

With enterprises racing to build out their data infrastructure, one foundational piece these enterprise companies all need is an easy place to store their data., Databricks and Snowflake are locked...

venturebeat.com

3

7

77

SV_Techie

@sv_techie

4 years

@Tabz75 @meridithmcgraw it is the cutest dog I have ever seen 😀

7

0

64

SV_Techie

@sv_techie

2 years

Super Apps (one app to handle all your financial needs). A race in fintech segment. Source:

3

15

65

SV_Techie

@sv_techie

4 years

@DaveBenjamin @amandacarpenter I agree. Once you belong to a Cult, it is hard to see what is real/factual and what is NOT. Good examples are, Charles Manson, Jim Jones. We still haven't learnt anything from the past..😢😢

6

3

65

SV_Techie

@sv_techie

4 months

If it wasn’t for $Msft’s investment in OAI it would have been way behind compared to $goog - only Google has everything natively - LLMs, AI HW and infra to train/tune/host models - most don’t even realize this.

5

3

63

SV_Techie

@sv_techie

3 years

@ParrotStock Parrot is one of the most sincere, transparent persons out there. Kudos!!

3

0

63

SV_Techie

@sv_techie

1 year

@charliebilello We have the best printing machine in the world 😂

12

2

56

SV_Techie

@sv_techie

15 days

Unpopular take on $snow by my friend @pgosavi7056 I kinda agree w/ him on these takes. I used to tweet about datalake (I am a huge fan of datalake and lakehouse for long time) as serious threat to $snow 's business. What further helped is really AI acceleration in last 2 years.

13

5

58

SV_Techie

@sv_techie

3 months

- $HIMS sells hairloss treatment to male population, which has ED side effects. - $HIMS sells ED medication to mitigate this issue. net-net: - No improvement on Hair loss, now you have ED issue to deal with - $HIMS makes $ from both sides. Did I get this right?

16

0

55

SV_Techie

@sv_techie

2 months

May be saying something obv. $goog is the only company/CSP that has complete Data and AI stack, including LLM and HW that goes with it. All organic.. not even $msft or $amzn. it is a fact and Market is seeing it...

9

1

55

SV_Techie

@sv_techie

2 years

Rumor is due to lower AWS rev and lower guidance, rumor is $snow is going to take a hit. It was flying last few days, let us see where that ends up at. As you know, AWS is the main source of rev for $SNOW. Fun times starts for $SNOW $ESTC $NET etc.,

12

3

54

SV_Techie

@sv_techie

2 years

@JayArlington @buccocapital 100%. Day of taking over and people gets fired 'for cause' - given the past. This is likely another L.

0

52

SV_Techie

@sv_techie

1 year

Very inspiring story. Yesterday as I was leaving Gym, opened the door,an old man was standing outside, and I asked him if needs help and he asked for ride and gave him ride home.While driving, I learnt that he is 97 years old, legally blind but yet he shows up to gym every day.♥️

7

2

52

SV_Techie

@sv_techie

1 year

$msft introduces end-end data analytics platform. Now $snow is fully cornered to aws $snow storm ?🤔

8

5

52

SV_Techie

@sv_techie

1 year

$amd dropped nearly 20% since their announcement of AI chip.

13

6

49

SV_Techie

@sv_techie

24 days

oops. Buffett dumps $snow - exits all his position. Probably heading lower again...

5

2

52

SV_Techie

@sv_techie

1 month

who bought at $727 and sold at $526? 😂 $smci

6

1

50

SV_Techie

@sv_techie

2 years

$TWLO is sitting on amazing products - w/ their flex multichannel communication, segmemt connections/persona, SendGrid, etc., Could they turn around their ops story? Could this be a multi-bagger in 3-5 years?

13

1

49

SV_Techie

@sv_techie

1 year

DoorDash is a complete rip off - take a look at the markup (not even counting the service fee and other fees and tips - which adds up another $15). Left is online order and right is DoorDash.

18

2

50

SV_Techie

@sv_techie

7 months

I had a fantastic meeting today with a CEO of a startup CEO that I have invested in, and have seen him grow from $0 to $30m in ARR and on course to get $50m by 2026. Just amazing to see the grit, hussle, resilency and proud to be backing him from early days. My #1 Angel inv.

6

2

48

SV_Techie

@sv_techie

4 years

@mattgaetz @RepThomasMassie I can't wait to see another GOP rep run against you at the next election. There are lots of people willing to fund from both sides. Go @ProjectLincoln !!

1

44

SV_Techie

@sv_techie

4 years

@Acyn @gtconway3d @realDonaldTrump Looks like it was under 6200 people. So from 1M to 6200, I hope you don't fire Brad for making you look bad in front of the nation.

3

8

38

SV_Techie

@sv_techie

3 months

SaaS getting impacted and guess who is next? Semis. I can't see any logical argument that semis are immune...

11

0

48

SV_Techie

@sv_techie

2 years

I just played around w/ my colleague on $meta horizon workroom. Unbelievable experience (granted it takes time to get used to, also wearing the device is bit heavier) but the whole experience is just amazing. I can see a lot of potential w/ this app from collaboration pov.

7

1

46

SV_Techie

@sv_techie

1 year

Market basically said China banning MU is nothing burger. As I said, everything is bullish right now. Even Puru changed his stance.

7

1

43

SV_Techie

@sv_techie

6 months

How do you like it boys? Channa Masala Peas/Carror Pulav Cucumber Raita.

11

2

46

SV_Techie

@sv_techie

4 years

@Hierophant33 @Acosta I agree. Why is media even spending time on what is happening around @realDonaldTrump . Election is done, we know @JoeBiden will be taking over on Jun 20. Let us start to spend time on real issues that matter.

1

2

41

SV_Techie

@sv_techie

7 months

$BILL trading at same level as precovid and it has 10x more rev since then.

13

4

43

SV_Techie

@sv_techie

3 years

@ItayDonanhirsh @rakyll Have you sampled top SaaS companies to find out how much of their code base is Java based? You might be surprised. I didn’t realize until I saw the amount of ecosystem built around Java. It is way too deep to get replaced anytime soon. It is ranked as. #1 I believe.

6

1

44

SV_Techie

@sv_techie

8 months

@laurenbalik Damn. How do you know so much on variety of topics - Impressive Lauren.

1

0

41

SV_Techie

@sv_techie

4 months

Wow. This is bigger than I thought. I was originally thinking it is doing HW for its devices, perhaps it is attacking both "server" side as well as "client" side. Brilliant. I am glad to see Apple joining $meta and CSPs in this race to go after $nvda

Kaushik

@BigBullCap

4 months

$AAPL to Use Own Chips in Cloud to Power AI Features in 2024 - Bloomberg

13

6

76

10

2

43

SV_Techie

@sv_techie

6 months

Guys, AI demand is so much that instead of beating the expectations on guidance, $snow guided down “Looking at the full fiscal year, Snowflake is calling for $3.25 billion in product revenue, whereas analysts had been modeling $3.43 billion.”

12

3

42

SV_Techie

@sv_techie

5 months

Mind boggling that folks think Tesla robotaxis is going to eat $uber and $lyft, as if this is some SW that you deploy on the cloud and you use it from your browser. Totally delusional.

7

1

43

SV_Techie

@sv_techie

2 years

Database choices - There are few missing here (such graphDB) but fairly comprehensive to cover the DB options. @ashwinibirla if you think $MDB is going to rule the world, I have a surprise for you. 😀

6

7

42

SV_Techie

@sv_techie

2 years

Here are S&GA spending over GP for popular companies. $ESTC $MDB $SNOW $CRWD $OKTA $ZS $NET Contrary to what I thought $OKTA and $ZS is buring through the roof that it makes $SNOW look better. $CRWD and $NET are doing better with $SNOW in the middle.

8

1

38

SV_Techie

@sv_techie

2 years

The next froth build up.

3

11

42

SV_Techie

@sv_techie

2 years

@charliebilello @ycharts wow, we went from 8.96T to 8.723T - big deal. We went from 4.5T to 9T in 2 years and we are celebrating 242B down. LOL.

3

1

39

SV_Techie

@sv_techie

1 month

I don't understand how analysts didn't know how server businesses work - it is a low margin and it has always been.. These guys now wake up and starting to get concerned on margin issues... these guys are total 🤡

Super Micro’s 10-for-1 stock split can’t mask its tough new reality

Super Micro Computer Inc. is still seeing fantastic revenue growth, thanks to the AI boom, but investors are clearly starting to worry about margins and competition.

www.marketwatch.com

7

2

41

SV_Techie

@sv_techie

5 months

I was at costco this noon. Unbelievable crowd. They have pretty much all kind of Indian house hold Dahls you care (Toor, Moong, etc) - these are high margin items (almost 200-300% profit on these). $COST is a beast.

18

0

41

SV_Techie

@sv_techie

6 months

@qcapital2020 what if they told you that customer is a front shop for someone in china? even more fun.

5

0

40

SV_Techie

@sv_techie

10 months

Was driving this eve, reflecting on my childhood to where I am now, thinking of people who helped me over the years - balancing chemical equation to learning English. How fortunate I was, getting their help,while recognizing luck playing a huge role, despite all the hard work.🙏

8

3

39

SV_Techie

@sv_techie

2 years

My take on 3 top growth SaaS companies: Besides overall SaaS spend slowdown, here is what I think their potential headwinds are. $DDOG - Expensive pricing model $CRWD - Stiff competition from $MSFT $SNOW - Stiff competition from cloud vendors and Databricks. CC: @IrnestKaplan

13

5

37

SV_Techie

@sv_techie

2 years

@buccocapital I didn't know anything about this until now. Looks like this thread has some details.

Halli

@iamharaldur

2 years

Hi again @elonmusk 👋 I hope you are well. I’m fine too. I’m thankful for your interest in my health. But since you mentioned it, I wanted to give you more info. I have muscular dystrophy. It has many effects on my body. Let me tell you what they are:

3K

45K

314K

0

3

38

SV_Techie

@sv_techie

1 year

Interesting to see some Bulls making fun of some bears. Table can turn and Market always humbles everyone. Be humble and agile.

5

1

35

SV_Techie

@sv_techie

1 year

@AJamesMcCarthy Does this count?

1

0

37

SV_Techie

@sv_techie

1 year

Leaving kids at college and saying ‘good luck’ is hard, even if the college is only an hour drive from home.

7

3

38

SV_Techie

@sv_techie

2 years

someone thinks $NET is 20x bagger from here in 5 years (i.e $300B in MC).. These are the kind of folks people shouldn't be listening to 😂

Carlos Valadez (Charlie)

@itscharliemar

2 years

$NET is an easy 10X-20X bagger in the next 5 years.

39

3

84

17

1

37

SV_Techie

@sv_techie

8 months

$crwd has 180% since last year. I like the company but it is in a bubble valuation territory w/ huge risk and I don't get who is pumping this.

14

2

34

SV_Techie

@sv_techie

1 month

Who said $nvda is the only game in town for AI chips? $goog 🚀 Apple uses Google's AI HW (TPUs).

Apple says its AI models were trained on Google's custom chips

Apple is using chips designed by Google in building its advanced AI models, according to a paper published on Monday.

www.cnbc.com

6

2

36

SV_Techie

@sv_techie

1 year

I am surprised that $snow is not impacted w/ slowdown narrative coming from AWS, considering pretty much most of its deployments are AWS.

9

4

34

SV_Techie

@sv_techie

4 years

@justinamash But his base doesn’t know that we have three branches in this country to balance the power 😩

49

1

28

SV_Techie

@sv_techie

28 days

I have said this before and say it again. Databricks and $snow investing in having their own LLM is not going to create any durable advantage. They should instead focus on making abs. best data infra that connects to models of customers choice.

8

0

35

SV_Techie

@sv_techie

2 years

Look at the financial strength of $goog, looks too good with its debt at 1/10th of its cash position, while apple has more debt than the cash it carries.

4

6

35

SV_Techie

@sv_techie

1 month

None of the stocks listed in 10+ ev/s are high growth - as a matter of fact azure is growing better than these

10

2

34

SV_Techie

@sv_techie

4 years

@ZacharyDeWitt They are called spin-ins. Nothing wrong with this model as it’s one of the optimal “organic” ways to innovate fast.

0

35

SV_Techie

@sv_techie

29 days

Spoke to few friends at Intel. Morale is all time low. People have started to look for jobs outside and some have approached me for leads to apply for new jobs. I think dark days for $intc and I hope they come out of this and pop back up.

9

1

34

SV_Techie

@sv_techie

1 month

wow. Co-founder of OpenAI leaving and joing Anthropic.. That tells you everything for you to know about what happens inside OpenAI.. just saying..

John Schulman

@johnschulman2

1 month

I shared the following note with my OpenAI colleagues today: I've made the difficult decision to leave OpenAI. This choice stems from my desire to deepen my focus on AI alignment, and to start a new chapter of my career where I can return to hands-on technical work. I've decided

191

418

5K

5

0

34

SV_Techie

@sv_techie

5 months

once a while indulging in carbs is not bad😂

10

0

34

SV_Techie

@sv_techie

11 months

So excited to see my dear friend @rajkrsen ‘s company @ArcionLabs getting acquired by @databricks today. Congrats my friend. Another great founder and great technologist in the data space.

4

1

33

SV_Techie

@sv_techie

2 years

Rumor: $TWLO Twilio executives scheduled an unusual Sunday meeting right before the Super Bowl, and now employees are worried about a reorg or layoffs

Twilio executives scheduled an unusual Sunday meeting right before the Super Bowl, and now employ...

Twilio employees are concerned about more layoffs, or a reorganization. Co-Founder and CEO Jeff Lawson has also become interested in politics.

www.businessinsider.com

4

3

32

SV_Techie

@sv_techie

2 months

Why is American breakfast at hotels always filled with sugar and pastries and junk? Don’t they know to serve healthy food?

17

1

32

SV_Techie

@sv_techie

3 months

I think we are going to lookback on this when SaaS is hot once again. Most if not all, SaaS companies will have AI natively integrated into their products (vertical integration vs using chatgpt, etc). AI integrated SaaS products will be new SaaS.

SV_Techie

@sv_techie

3 months

Captures lot of things I was saying in the context of so-called “SaaS dead” narratives that are floating around

2

1

24

7

3

31

SV_Techie

@sv_techie

2 years

Wow. $mmm to cut 2500 mfg jobs after reporting bad earnings and weak consumer spend. Looks like first non tech set the domino.

2

1

31

SV_Techie

@sv_techie

3 years

@PamelaBrownCNN @Acosta @CawthornforNC I still don't understand why CNN is giving opportunity to these folks to amplify their false claims. This is exactly what they are looking for and CNN is playing right into their hands.

2

0

29

SV_Techie

@sv_techie

1 year

Databricks: - Generated $1 billion in annual revenue - Data warehouse product (Databricks SQL) tops $100 million in recurring revenue and fastest growing. (h/t @pgosavi7056 )

Databricks Says Annual Revenue Jumped 60% to Top $1 Billion

Databricks Inc. said it generated $1 billion in annual revenue and has diversified its business with new products and tools for artificial intelligence.

www.bloomberg.com

7

1

29

SV_Techie

@sv_techie

3 months

Something for people to realize how AI works - nothing is magic unless you deploy more smart people to train it. It is all in the data and data is in your brain, so unless you transfer it with lot of explanations, it is garbage in, garbage out.

4

2

30

SV_Techie

@sv_techie

3 months

@NewsLambert @davevermilion Why do new homes need a buyer agent in the first place ? You see the ad, you know the area , schools all available online - just need to pick upgrades and stuff

14

0

31

SV_Techie

@sv_techie

4 years

@GretaGroots @GovHowardDean @harrisonjaime Same here - you have my support from CA. Get Graham out..

1

29

SV_Techie

@sv_techie

5 months

geopolitics impact: - Oil will move up - inflation will move up - overall stock index may be heading down - cybersec may go up - gold will move up

8

4

30

SV_Techie

@sv_techie

3 months

I was at a Dinner event w/ bunch of executives. Seems like $snow 's cortex is getting pretty good traction. Looks like all the snow users I interacted love the product and snow also seems to be providing some cool integrations, in this case, it was with coda.

1

0

30

SV_Techie

@sv_techie

1 year

@qcapital2020 Answer is often simple: Politician.

1

0

29

SV_Techie

@sv_techie

10 months

Looks like $ddog smoked all the shorts

5

2

28

SV_Techie

@sv_techie

2 years

Layoffs from $PYPL, $NTAP, $WDAY, $HUBS & $UPST marks today bit of a sad day for tech.

3

28

SV_Techie

@sv_techie

3 years

@tanayj Twitter DM is really a joke. Even if they spin out a team of 12 people they can build something better than what they have now. This company has so much potential but operated so badly.

2

1

28

SV_Techie

@sv_techie

11 months

one simple summary. - AWS flat. - Azure 1% up - GCP -6%

Jamin Ball

@jaminball

11 months

Cloud Giants Update: AWS (Amazon): $92B run rate growing 12% YoY (last Q grew 12%) Azure (Microsoft): ~$66B run rate (estimate) growing 28% YoY (last Q grew 27%) Google Cloud (includes GSuite): $34B run rate growing 22% YoY (last Q grew 28%, neither are cc)

10

35

196

5

3

28

SV_Techie

@sv_techie

3 months

Not something you hear often. Someone transitioned from AWS to GCP. IMHO, GCP has the best data and AI stack. AWS is good on compute but for newer SaaS (not a lot of legacy compute requirements), GCP is good and they are bridging that gap w/ Oracle partnership, etc.,

7

3

30

SV_Techie

@sv_techie

4 years

@tedlieu @CNBC @NBCNews @MSNBC @ABC @CBSNews @foxnewsalert @CNN @realDonaldTrump Isn’t this considered to be stock market manipulation? What is senate and house doing on holding people accountable ?

1

3

30

SV_Techie

@sv_techie

2 months

Google (GOOGL) Nears $23 Billion Deal For Cybersecurity Startup Wiz - WSJ Not sure how much this is true.. if this happens, probably the first massive deal for cybersec.

5

2

30

SV_Techie

@sv_techie

4 years

@burgessev @LiveSquawk Wahoo!! Glad to see congress putting country over @realDonaldTrump 's ego.

1

28

SV_Techie

@sv_techie

2 years

Looks like Cloud SaaS companies layoff wave has started: $gtlb github, $cftl, etc., Wen $crwd $snow $ddog $net $zs ?

12

4

29

SV_Techie

@sv_techie

2 years

A friend of mine shared - chaatGPT

3

2

28

SV_Techie

@sv_techie

1 year

Databricks raises 500m @43B valuation (33x P/S LTM assuming 1.3B in rev). Growing 30-35% YoY. $Snow is at 20x (assuming 2.6B in rev), growing 35% YoY.

8

4

28

SV_Techie

@sv_techie

10 months

Happy Thanksgiving to all my Twitter friends!!

6

1

29