Cory Johnson ⚡️

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@elerianm @elErian: I couldn't disagree more strongly, respectfully. Short sellers will emerge as buyers when no one else in the market would dare put a bid in for the worst of these assets on their worst day.

This, from Bloomberg, is not good news for a market segment that is already challenged to separate signal from noise, let alone properly differentiate among funds/firms in this space. #markets #privatecredit

Great catching up with $AAOI CFO Stefan Murry at #OFC. With that #Amazon investment and all those optical tailwinds the stock has been on fire -- it’s been something to watch. #

Big #OFC announcement: this morning $LITE purchased a new UHP laser fab plant from $QRVO -- will start adding billions to revenue and it's NOT in the new guidance.

Attendance at #OFC 2026 is jaw dropping. There were over 100 investors at the $CSCO investor briefing this morning. @NVIDIA #GTC feels very much like yesterday's news.

@Rubrik reported 2,805 customers with $100K+ subscription ARR, up 25% YoY, with 32 new $1M ARR customers added in Q4. Here's why that matters: instagram.com/p/DVzxaKYgCRd/ $RBRK 🎙️ @DrillDownPod #DrillDownEarnings #Navitas

Rubrik launched Rubrik Agent Cloud, integrating with @Amazon Bedrock AgentCore and @Microsoft Copilot Studio to monitor and control AI agents. “Agent guardrails” are a trip. We explain. youtu.be/QJNb1YjIr58 $RBRK 🎙️ @DrillDownPod #DrillDownEarnings #Navitas

Rubrik Security Cloud helped drive Cloud ARR to $1.29B, up 48% YoY, now 88% of subscription ARR. Cloud-native protection sounds cool, but what is it? We take a look. @drilldownpod/video/7616571536861842701" target="_blank" rel="nofollow noopener">tiktok.com/@drilldownpod/… $RBRK 🎙️ @DrillDownPod #DrillDownEarnings #Navitas

@Rubrik is imagining a world where data "embassies" create new sovereign IT data troves. A wild concept illustrating the sovereign cloud. Here's what CEO Bipul Sinha said: youtu.be/QJNb1YjIr58 $RBRK 🎙️ @DrillDownPod #DrillDownEarnings #Navitas

A big day for Synopsys Converge and CEO Sassine Ghazi after announcing Multiphysics Fusion, the AgentEngineer AI platform and the start of “Synopsys 2.0” following the Ansys merger. @synopsyslife #SNPS #Semiconductors #EDA $SNPS #CEOSelfie

Oracle says AI agents are already embedded across Fusion applications and industry SaaS suites. Here's just a minute on why that matters: instagram.com/p/DVuJHjBADfS/ $ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle

Oracle’s Remaining Performance Obligations hit $553B, up 325% YoY, driven by AI infrastructure contracts BEYOND OpenAI. How is that driiving the overall business? We explain. youtu.be/OVf1A5xCIjU $ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle

What no one was expecting from $ORCL was improvingoperating leverage admist the data center buildout. One-minute on what we got 👉 @drilldownpod/video/7615760054813297934" target="_blank" rel="nofollow noopener">tiktok.com/@drilldownpod/… $ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle

Admittedly biased, but here's why I've been pounding the table on $ORCL -- it's the business success, not the 📈: youtu.be/OVf1A5xCIjU $ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle

@steve_e Now look at the PIK interest.

@CoryTV Much less diversified…

At some point attention will come to Silicon Valley's #PrivateCredit -- venture debt -- which not free of cockroaches. $TPVG is a publicly-traded poster child, and I'm looking for others. #VentureDebt

@dee_bosa @Downtown Now match it with @Markzandi's great chart this week:

this chart from Anthropic on AI and job displacement is basically the HALO trade visualized (the bet that physical economy stocks are the safe haven from AI disruption, coined by @Downtown) Construction, agriculture, transportation: barely touched. Computer & math, office & admin, finance: already getting eaten.

"Mom, how did we get so poor?" "Your father decided to open a Robinhood account and followed Chamath on Twitter back in 2020"

@AdamoMancino Thanks man. It's not investment advice, to be clear, but the developments over there @elastic are hard to miss.

@CoryTV I been out of $ESTC for a long time now but just see too many positives for them and re-entered. Also kudos on your show Drill Down. I remember you back in the day on Yahoo/Bloomberg. I have been here since the late 90s and what a cycle we all have witnessed!