Adrian

3.9K posts

Adrian

Adrian

@adrian__csc

Cofounder & COO @fiscal_ai | Investor | CPA | Weightlifting

🇨🇦 Katılım Haziran 2019
403 Takip Edilen2.8K Takipçiler
Tannor Manson
Tannor Manson@Futurenvesting·
I asked @fiscal_ai to change the color of financials that were estimated rather than Actual on WEDNESDAY... Two days later, they updated it! You guys are fast.
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Braden Dennis 📊
Braden Dennis 📊@BradoCapital·
I've always had a dream of markets where investors can focus on core business results and ignore the noise. A focus on the KPIs that actually matter. 🎉 So excited to share that @fiscal_ai @Kalshi @Benzinga have partnered up to make this a reality. Kalshi KPI markets are now powered by the Fiscal API. 🔥 There are now 15 KPI markets live on Kalshi and will continue to grow. "Predict The Fundamentals."
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Mykyta Pavlenko
Mykyta Pavlenko@mktpavlenko·
@BradoCapital this is the kind of integration that looks obvious right after it ships. clean move
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Braden Dennis 📊
Braden Dennis 📊@BradoCapital·
Are you a cracked engineer and live in 🇨🇦 ? We're growing really damn fast. DM me.
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Braden Dennis 📊
Braden Dennis 📊@BradoCapital·
I'm pleased to announce we've expanded our partnership between @Perplexity_ai and @Fiscal_ai. Fiscal AI's Data API now gives investors on Perplexity and Perplexity Computer accurate, source-backed financial data when performing research or vibing customized dashboards.
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Braden Dennis 📊
Braden Dennis 📊@BradoCapital·
You can now view any open positions right on our twitter page. We love hiring from our network on here and have done so many times.
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Maestro Invest
Maestro Invest@MaestroInvest·
JÄVLAR vilket bra erbjudande av Montrose!! Fiscal.AI PRO (ett värde om 588 USD per år, motsvarighet till Börsdata) ingår nu om man är Premium eller högre nivå på Montrose. Ruggigt bra. 🔥 Använder FiscalAI sedan innan men nu slipper jag betala🫡 @montrose_io
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Nicklas Andersson
Nicklas Andersson@Investeraren·
BREAKING NEWS‼️🔥 Nu får alla våra Premium och Platinum-kunder kostnadsfri access till analysplattformen Fiscal AI Pro till ett värde om $588 per år 🥳🙌 Ett riktigt vasst verktyg som förhoppningsvis kommer underlätta analysarbetet när du letar guldkorn där ute! ✅ Täckning på över 100 000 aktier, ETF:er och fonder samt 20 000 datapunkter som kan studeras och jämföras på korsen och tvärsen. ✅ Avancerade möjligheter till jämförelser av bolag, deras fundamenta och nycketal/multiplar. ✅ All bolagsrapportering samlad, såsom kvartalsrapporter, confcalls, slide decks, regulatoriska dokument m.m. samt möjlighet till AI-sammanfattningar. ✅ Avancerade visualiseringsmöjligheter av alla möjliga datapunkter från resultaträkning, balansräkning, kassaflödesanalys, segmentsrapportering och mycket mer! Dessutom kan du skapa egna nyckeltal. ✅ Modelera med egna scenarioanalyser där förändringar i exempelvis tillväxttakt, rörelsemarginal och kapitalkostnad (WACC) visar hur bolagets värde påverkas. ✅ Inspireras av välkända investerare såsom Warren Buffett, Joel Greenblatt, Howard Marks, Ray Dalio, Stanley Druckenmiller m.fl. och se vad de äger samt hur deras portföljer förändrats över tid. "The most intuitive platform I've ever seen for tracking business fundamentals." - @BrianFeroldi Detta är HELT kostnadsfritt för Premium & Platinum! Ytterligare ett starkt argument för att de som älskar börsen hör hemma hos Montrose ❤️ Mer info kommer via e-post inom kort. Du kan även följa @fiscal_ai för mer inspiration! Avkstning på dig! 🍻
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Braden Dennis 📊
Braden Dennis 📊@BradoCapital·
You can now audit each number and flag any inconsistencies. We take data quality very seriously. I don't expect you to have to use this, but anything we can do to build the best data set in equity markets, consider it done.
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Architect of Alpha ▲
Architect of Alpha ▲@ondrejslunecko·
What’s with all the Canadians following me? 👀
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Braden Dennis 📊
Braden Dennis 📊@BradoCapital·
This week has our BIGGEST launch in a while... UK and EU coverage is coming to the Fiscal Data Feed. This means the financials for 🇬🇧 🇪🇺 will have: ⚡ Instant data deliverability 📊 As-reported and Standardized 🔍 Click-thru audit number to filing 📈 20 years of history
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kelplosh
kelplosh@Kelplosh·
Hi Braden, I just wanted to let you know that I've found some errors in the financial ratios for $TIGR. For example, in the P/S ratio. I wanted to take this opportunity to thank you for your platform—it's really useful and a great help. @BradoCapital
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Braden Dennis 📊
Braden Dennis 📊@BradoCapital·
I'm pleased to announce @fiscal_ai is partnering with @Aiera to continue to build the future of investment research in the AI era. Aiera empowers research providers to embrace AI while retaining full control over their intellectual property, while giving buy-side firms centralized, entitlement-aware access to AI-ready research content. The Fiscal AI API strengthens this ecosystem by serving as a dependable foundation for AI-driven insights, analytics, and distribution.
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Braden Dennis 📊
Braden Dennis 📊@BradoCapital·
@Kelplosh checking now and flagging to data quality team! Thanks for the kind words!
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Adrian
Adrian@adrian__csc·
@zizujr Beast of a chart 💪
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Marios Valiandes
Marios Valiandes@zizujr·
🚀 Is AI Really Disrupting Enterprise Software? My Deep Dive Thesis as a CS Major – Spoiler: It's a Tailwind, Not a Killer! 🔍💎 Hey team – as someone majoring in Computer Science and obsessed with how tech evolves, I've been digging into this Fiscal.ai chart on enterprise software revenues (Q1 '16 to Q4 '25). It shows giants like $TEAM (Atlassian Corp PLC A), $WDAY (Workday Inc A), $NOW (ServiceNow Inc), $INTU (Intuit Inc), $ADP (Automatic Data Processing Inc), $ADBE (Adobe Systems Inc), $CRM (Salesforce Inc), and $SAP (SAP SE ADR) stacking billions in LTM revenues – total industry CAGR ~20% average, with standouts like TEAM at 30.9% and NOW at 29.3%. But with AI hype everywhere, the big question: Is AI disrupting or destroying enterprise software? My researched take: No, it's a powerful tool and tailwind for adapters – a headwind only for laggards. Let's break it down step by step, with data, analogies, and why I'm bullish on SaaS winners. This is long but detailed so grab coffee! 📊☕ 🔹 The Chart Tells a Story of Unstoppable Growth 📈 Look at the stacked bars: From ~$50B total in '16 to $175B+ in Q4 '25 – that's explosive! Breakdown: $TEAM (Atlassian): $1.2B LTM, +1196% change, 30.9% CAGR 🟢 – collab tools like Jira/Trello thriving. $WDAY (Workday): $8.3B LTM, +634% change, 23.3% CAGR 🟢 – HCM/Finance SaaS scaling with enterprises. $NOW (ServiceNow): $12.7B LTM, +1052% change, 29.3% CAGR 🟢 – workflow automation exploding. $INTU (Intuit): $18.7B LTM, +318% change, 16.3% CAGR 🟢 – QuickBooks/TurboTax steady. $ADP: $19.5B LTM, +82% change, 6.5% CAGR 🟡 – payroll giant holding firm. $ADBE (Adobe): $21.7B LTM, +357% change, 17.3% CAGR 🟢 – Creative Cloud AI-enhanced. $CRM (Salesforce): $37.8B LTM, +707% change, 20.1% CAGR 🟢 – CRM king with Agentforce. $SAP: $35.4B LTM, +78% change, 6.3% CAGR 🟡 – ERP legacy but adapting. Key insight: No slowdown from AI – if anything, growth's accelerating post-ChatGPT (2023+). Why? AI isn't replacing these platforms: it's supercharging them! 🔹 My CS Major Take: AI is a Tool, Not a Replacement 🛠️ From my studies in algorithms, ML, and software engineering, AI (like LLMs or neural nets) excels at pattern recognition and automation – but it's garbage in, garbage out. Precise input/data is everything; without it, results are catastrophic. AI can't "think" like humans – it hallucinates without structure. Tailwind for Adapters: Companies like $CRM (Agentforce AI agents) or $ADBE (Firefly in Photoshop) are integrating AI seamlessly, boosting efficiency. $NOW's Vancouver release uses AI for workflows – revenue up 29% CAGR! AI acts as a multiplier: Faster insights, personalized features, but the core SaaS provides the reliable backbone. Headwind for Laggards: If you don't adapt (e.g., ignoring AI for legacy ERP like some $SAP users), you fall behind. But that's bad management, not AI disruption. AI needs clean data pipelines, security, scalability – exactly what enterprise SaaS delivers out-of-box. Real-world example: Even AI leaders like Anthropic (Claude) rely on enterprise software – they use $CRM for sales, $WDAY for HR, $NOW for IT. The "AI geek" myth of "just build your own" ignores reality: Custom builds are expensive, buggy, non-compliant. SaaS offers reliability, safety net, and task efficiency – like why build a house solo when pros do it better/cheaper? Exactly! Data backs it: Gartner predicts enterprise AI spend hits $200B by 2025, but 85% will integrate into existing SaaS, not replace it. Chart shows no revenue cliff – if AI disrupted, we'd see flattening by now. 🔹 Why AI Enhances, Not Disrupts, Enterprise Software 🌟 Data & Integration Moat: Enterprise tools have years of proprietary data – AI thrives on that. $INTU's TurboTax AI suggests deductions based on billions of filings – irreplaceable! Compliance & Security: Regulated industries (finance, health) need audited systems. AI alone risks breaches; SaaS like $CRM ensures GDPR/HIPAA compliance. User Adoption: AI is "specific and detailed" – enterprises need user-friendly interfaces. SaaS wraps AI in intuitive apps, reducing errors. Cost Efficiency: Building AI in-house? Massive R&D. SaaS amortizes it across millions – e.g., $ADBE's Sensei AI free in Creative Cloud. Hybrid Future: AI as "co-pilot" – $WDAY's AI for HR predictions, but the platform handles execution. No full replacement; it's augmentation. From my CS perspective, AI's like a compiler – optimizes code but doesn't write software. Enterprises won't ditch proven SaaS for raw AI any more than devs ditch IDEs for assembly language. 🔹 Investment Angle: Bet on AI-Integrated SaaS Winners 💰 The chart proves resilience – total rev CAGR 15–30% for leaders. My picks: $NOW & $CRM: AI-native, high growth (29%/20% CAGR) – undervalued at 35x/28x forward. Thesis TL;DR: AI disrupts user-level, empowers enterprise level. Enterprises crave reliability - SaaS delivers, AI enhances. Chart shows growth intact; doubters miss the point. What's your take? Is AI a disruptor or enhancer? Drop thoughts below 👌
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