BITUISTIC

@CoryTV Absolutely lovely interview! Love how you said "if the rest of the world is looking at MAG7, I'm looking somewhere else". Contrarian and forward thinking. Great interview

👇👇👇

@ArgonautGames_ just patiently waiting for I-ninja 2

It's great to see our boys back in action, and we even get a very brief cameo in the video at 12m41s We designed the Super FX chip and the technology which brought real-time polygonal 3D to the SNES. We then programmed the original Star Fox, beginning the legacy which continues with this game ⭐🦊

@salmaogs @salmaogs could you please share flows for $P and $APH ?

Pretty large darkpool transaction on $SNDK $SNDK $1.01B+ @ $1409.98

@BITUISTIC We appreciate the enthusiasm, but we'll do whatever we want, however we want, whenever we want 👁️🥷

🔔 Ring the Beany Gong, it's Bird Day! 🐦 Beany the Bird is the magical yellow companion who rescues Croc from Baron Dante's chaos and carries him across Gobbo Valley. Small in size, enormous in heart. Today we celebrate her 💛 #BirdDay #CrocLegendOfTheGobbos #Croc #retrogaming

Bullish $NOW

Wild to see my initial $DOCN position up ~5x in less than a year after spending the summer building in the $20s around a thesis nobody was talking about. Analysts expected ~13% growth but I thought AI inference could drive a major reacceleration by 2027 and today DigitalOcean just guided to 50% growth. Conviction before the market sees it is the whole game.

We'll see who's right! The current pattern matches the weekly chart from Aug 2021 to Jan 2022. We either ripping or dipping!

$NOW & $NVDA launched Project Arc which is an autonomous enterprise AI agent that can think, write code & execute complex work. It runs on Nvidia OpenShell and is governed by ServiceNow’s AI Control Tower giving enterprises a secure control layer for agentic AI.

Boris Cherny, Head of Claude Code, on the importance of ServiceNow $NOW

@StockSavvyShay @StockSavvyShay you underestimated your own day one stock

$DOCN Delivered 😏 • Revenue $258M vs Est. $250M • EPS $0.44 vs Est. $0.26 • EBITDA $105M vs Est. $91M • ARR: $1.03B vs Est. $994M • AI Customer ARR: $170M (+221% YoY) FY26 Guidance • Revenue $1.14B vs. Est. $1.09B • EPS $1.10 vs Est. $0.97 FY27 Guidance • Revenue 50% vs. Est. 31% DigitalOcean expands credit facility to $413M.

$NOW financial analyst day: $30 bn subscription revenue by 2030, rule of 60+ (revenue growth % + FCF margin % > 60%), SBC as % of revenue from 15% → 10% by 2029. By my math this means FCF after SBC of nearly 1/3 of the current market cap in next 5 years, stock could >3x by then

@woolworths @MR0808 Tell me U asked him to take down the picture

@MR0808 Hey there, we're disappointed to see this, and we appreciate you bringing this to our attention. Could you please send us a PM, when you get the chance? - Solána.

The easiest and best way for these AI models to scale and achieve the eye watering growth is to work and sign deals with these SAAS companies... And not by reinventing the wheel by replacing SAAS!

@StockSavvyShay $QCOM has a lot of potential. Transition in custom silicon chips will create more opportunities but more competition in the market too.

Last week I told the subscriber community $QCOM looked like the next name that could rerate this earnings because the market was still treating it like a discounted handset supplier. Today the stock is up 18% after earnings as markets start pricing in a broader platform story across automotive compute, edge AI, AI PCs, robotics, on-device inference & AI200/AI250.

Commentary: Atlassian just blew out Q3: cloud revenue +29 percent year over year, RPO +37 percent for the fourth straight quarter of acceleration, FY26 cloud guide raised to ~24 percent, and Service Collection (their ITSM line) above $1B ARR up 30 percent. NOW is my largest position at ~12 percent and walks into May 4 Analyst Day with the same bear case priced in. The SaaSpocalypse claim is that AI agents replace per-seat economics, growth permanently breaks below 15 percent, multiples re-rate down. The mechanism the bear case assumes is wrong. Both vendors price AI as a hybrid model: seats stay and AI features layer on top through credits or consumption assists that bill into overage. Rovo runs $0.01 per credit on overage. Now Assist sits as a consumption add-on adding 20 to 40 percent uplift to per-user cost. AI usage shows up as wallet expansion inside the same accounts. TEAM is the cleanest live test of that model. Jira and Confluence were the seats analysts said would erode first. Instead the largest customers are buying more, RPO is accelerating four quarters in a row, and net revenue retention sits above 120 percent. NOW already showed the same shape in Q1: Now Assist's >$1M ACV cohort up +130 percent year over year, RPO +23.5 percent, subscription revenue +22 percent. NOW trades at 18x forward EPS, the lowest since 2019, only because the market never priced the consumption-overlay model into the bear case. May 4 is a binary thesis-reset event. Today TEAM gave Wall Street a fresh data point in the right direction four days before NOW gets the microphone. Posting my reasoning, not a recommendation.

@StockSavvyShay Time for $GOOG to take over $DOCN

$GOOGL CEO Sundar Pichai said Google is still compute constrained. “Our cloud revenue would have been higher if we had more compute.”

@StockSavvyShay @StockSavvyShay $CSCO ?!???

KEY FIB LEVELS FOR POPULAR GROWTH STOCKS Space • $RKLB -- $69 • $ASTS -- $63 • $PL -- $27 • $BKSY -- $29 Photonics • $AAOI -- $112 • $LITE -- $615 • $COHR -- $249 • $AEHR -- $66 Drones • $ONDS -- $10 • $UMAC -- $12 • $AVAV -- $170 • $KTOS -- $50 Nuclear • $OKLO -- $69 • $UUUU -- $20 • $GEV -- $867 • $LEU -- $183 CPU Bottleneck • $AMD -- $253 • $INTC -- $60 • $ARM -- $185 • $AMKR-- $55 AI Utility • $IREN -- $43 • $NBIS -- $113 • $CIFR -- $17 • $CRWV -- $96 AI Power • $VST -- $140 • $BE -- $118 • $NVTS -- $257 • $VRT -- $192 AI Hardware • $NVDA -- $71 • $TSM -- $314 • $ASML -- $1,205 • $MU -- $341 AI Applications • $PLTR -- $138 • $SNOW -- $134 • $CRWD -- $433 • $ZETA -- $17 AI Inference • $AVGO -- $336 • $ALAB -- $186 • $CRDO -- $148 • $MRVL -- $126 Agentic AI • $NET -- $205 • $DOCN -- $71 • $FSLY -- $17 • $PATH -- $10 Physical AI • $TSLA -- $351 • $AMZN -- $232 • $GOOGL -- $272 • $ISRG -- $466