BoxLongs
10.6K posts
BoxLongs
@BoxLongs
Asymmetric Stock Ideas, MEME powered. Not Advice.
Katılım Aralık 2020
1.3K Takip Edilen4.5K Takipçiler
$API dark arts, $6-10-15 price levels significant for C suite comp. continue to like this one into China+Trump summit, +Voice AI theme long term (see $TWLO). positive news on Trump Xi summit= gas on the fire for Chinese themed tech names.
BoxLongs@BoxLongs
$API ($3.45) analysis of tonight's filings- gives hints to much higher price targets $6-15 USA China Summit on May 14-15th is coming, there is a chance some positive cooperation comes out of it - if so, might be nice to have some AI related "asymmetric" plays on the sheets...
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@MrMojoRisinX Jim Morrison had an IQ of 149. Getting kinda uppity in here ? Why not ?
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$SNAP IT WOULD NOT SURPRISE ME. WHAT IF MSFT BUYS 50K SPECS UNITS FOR ITS ENGINEERS.
Max the VC 👨🚀@mreiffy
$SNAP about to be the next $OPEN
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1x ARR for for $400M of this. Growing 15-30% depending on which kpi you look at. Make it make sense. Openai paid $7 million per engineer to acquire statsig. $AMPL at 1/10th the price (?)
BoxLongs@BoxLongs
$AMPL understanding Amplitude and rising demand. Amplitude is a software platform that tells companies what their users are doing inside their digital products — websites, apps, AI agents — and why. Think of it as a behavioral x-ray machine. Every tap, click, search, purchase, drop-off, and return visit gets captured, organized, and made queryable. Product teams, marketers, and engineers use this to answer questions like: Why are users abandoning checkout? Which feature drives retention? Is this new AI chatbot actually solving problems or just generating noise? The core product stack spans analytics, experimentation (A/B testing), session replay, and a customer data platform (CDP) — all built on the same behavioral data layer. Why demand is increasing: Three structural forces are compounding simultaneously: 1.Software is eating itself with AI agents. Companies are deploying AI agents (customer support bots, coding assistants, autonomous workflows) at accelerating rates. These agents generate orders of magnitude more behavioral events than human users — a single agent prompt can trigger dozens of backend tool calls. Every one of those interactions needs to be tracked and measured. Amplitude built Agent Analytics specifically for this, and agent-originated queries already account for roughly 25% of total platform queries as of Q1 FY26. This is net-new TAM that didn’t exist 18 months ago. 2.The MCP infrastructure standard. Model Context Protocol is becoming the wiring that connects AI agents to enterprise data. Amplitude’s MCP server lets agents query behavioral data natively — meaning as more agents get deployed across the enterprise, more of them route queries through Amplitude’s behavioral layer. It’s an ingestion flywheel: more agents, more events, more data, more queries, more value. 3.Digital products are the business. The secular shift from physical to digital channels means behavioral analytics isn’t a nice-to-have anymore — it’s the operating system for product decisions. Every company with a digital product needs to understand user behavior, and the complexity of multi-product, multi-platform, multi-agent environments makes the problem harder, not easier. That favors purpose-built platforms over DIY solutions. The short version: Amplitude sells the measurement layer for digital products, and the number of things that need measuring is exploding — driven primarily by AI agent proliferation and the expanding surface area of digital experiences.
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$AMPL understanding Amplitude and rising demand.
Amplitude is a software platform that tells companies what their users are doing inside their digital products — websites, apps, AI agents — and why.
Think of it as a behavioral x-ray machine. Every tap, click, search, purchase, drop-off, and return visit gets captured, organized, and made queryable. Product teams, marketers, and engineers use this to answer questions like: Why are users abandoning checkout? Which feature drives retention? Is this new AI chatbot actually solving problems or just generating noise?
The core product stack spans analytics, experimentation (A/B testing), session replay, and a customer data platform (CDP) — all built on the same behavioral data layer.
Why demand is increasing:
Three structural forces are compounding simultaneously:
1.Software is eating itself with AI agents. Companies are deploying AI agents (customer support bots, coding assistants, autonomous workflows) at accelerating rates. These agents generate orders of magnitude more behavioral events than human users — a single agent prompt can trigger dozens of backend tool calls. Every one of those interactions needs to be tracked and measured. Amplitude built Agent Analytics specifically for this, and agent-originated queries already account for roughly 25% of total platform queries as of Q1 FY26. This is net-new TAM that didn’t exist 18 months ago.
2.The MCP infrastructure standard. Model Context Protocol is becoming the wiring that connects AI agents to enterprise data. Amplitude’s MCP server lets agents query behavioral data natively — meaning as more agents get deployed across the enterprise, more of them route queries through Amplitude’s behavioral layer. It’s an ingestion flywheel: more agents, more events, more data, more queries, more value.
3.Digital products are the business. The secular shift from physical to digital channels means behavioral analytics isn’t a nice-to-have anymore — it’s the operating system for product decisions. Every company with a digital product needs to understand user behavior, and the complexity of multi-product, multi-platform, multi-agent environments makes the problem harder, not easier. That favors purpose-built platforms over DIY solutions.
The short version: Amplitude sells the measurement layer for digital products, and the number of things that need measuring is exploding — driven primarily by AI agent proliferation and the expanding surface area of digital experiences.
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$AMPL CEO - And so what's much more interesting to me is can we generate billions of dollars in revenue in this new world? And so whether that is changes on the organization in terms of leadership, whether that's changes on function of their roles, whether it's changing a product on pricing, on working with partnering with OpenAI and stats sake for the future of stats sake, we're just going to be really aggressive on making sure we reinvent the whole category. In my mind, the same thing that happened in the coding space over the last two years where it just looks fundamentally different today than it did two years ago.
BoxLongs@BoxLongs
$AMPL CEO on disruption from AI I mean look, just to be very candid and direct, I think vast majority of SaaS companies are being way too conservative with the change, and I've taken the opposite approach where it's like, look, market's spoken, but it's an opinion of what the future's going to look like. We know from talking to customers what they want. We see the innovations from technological standpoint and so we want to run as fast as possible to where the puck is going on all of this stuff as part of that acknowledging it is going to be bumpy and it's going to be chaotic and there will be things that we don't expect or can't perfectly plan for in advance. It is much more important to get there with a lot of speed for a lot of different reasons than it is to say, Hey, let's try to protect some existing thing we have the existing thing we have frankly isn't valued much. And so what's much more interesting to me is can we generate billions of dollars in revenue in this new world? And so whether that is changes on the organization in terms of leadership, whether that's changes on function of their roles, whether it's changing a product on pricing, on working with partnering with OpenAI and stats sake for the future of stats sake, we're just going to be really aggressive on making sure we reinvent the whole category. In my mind, the same thing that happened in the coding space over the last two years where it just looks fundamentally different today than it did two years ago. That is going to happen in our category with analytics, experimentation, sessions that play in the whole thing. And so it's a race to see who can be that the fastest. And so that's what I'm really focused on is not the close to 400 million in a R that we have. I'm much more focused on the billions and potential in the future that are going to be created.
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BoxLongs retweetledi
How AI is a beneficiary for $AMPL, I work at one of the hottest late stage startups and we are AI native, all engineers ship code with Claude code or codex.
But the more easy it is to write code the more important observability becomes.
Statsig is financial observability
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$AMPL when @OpenAI says hey, little $500M EV AI saas player, would you like the source code, the customers, and the brand behind this $1.1B deal we just did for free? you have to invest a few million bucks to transition it over, it has blue chip customers you can upsell. um let me think about it. My multiple is 1x ARR, why the hell not. we have the $5M investment required sitting in rapidly decaying cash. lets turn on a $50M revenue stream and increase the size of our company by 10% for 1% of the value of the company. absurd reaction. really. the more i dig into the metrics. the more its a gift. $AMPL should have been +30% yday. one of the dumbest but fumbles i have seen in some time. I love that everyone i talk to, the market is telling you its broken, wtf are u talking about, look at the numbers!
BoxLongs@BoxLongs
$AMPL this will go down as a stupid call. story has not changed one bit, they picked up a giant book of biz from statsig, they need to invest to pick up the clients and the platform, but its adjacent and brings them much closer to a $1T hyperscaler. for literally peanuts investment. $AMPL needs to scale to $1B in revenues, this gives them a faster path. I still cant believe the EV of this biz is sub $600M on $400M+ ARR run rate, with many KPIs accelerating and zero debt, $200M+ in cash, they dont need capital to grow. just nerd power and AI. which they have. A path to $15-20 a share in 12 months requires not a lot of creativity, just some basic execution, fueled by AI enablement, agents etc. Thank you for the stock yesterday in the $5s. fuggadaboutit
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$AMPL how fast can they hire to pick up the 400 statsig accounts. I wonder if it can work. 80 are over lapping. $AMPL might be more likely to 3-5x from here then OpenAI from here. Still cant believe $AMPL lost $200 million in EV by picking up statsig assets for free
MidCurveCapital@midwit_capital
@matt_slotnick Some context $AMPL gave last year.
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$AMPL So many thoughts. So much synergy. 320 new customers. ‘$16M ARR’. Wall street suits dont get it. Might buy a million shares on monday. Gotta thank @beaniemaxi for telling me about Spenser Skates. Ninja move getting Statsig under the $AMPL tent. “IPO” of $1.1B asset.
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Even though it’s only 16 million inc rev now, leading teams are using statsig to decide coming outcomes for ML products. It’s irreplaceable the same way datadog is.
Amplitude is a commodity product at this point but they have a shot at reinventing themselves.
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$AMPL has genuinely been gifted an amazing gift with statsig. It’s a best in class product for ML teams to run experimentation and also decide company outcome.
And they got it for FREE from OpenAI with caveat OpenAI is running an internal self hosted version now.
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