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“we're actually seeing some reacceleration this year from 8.7% to 9.6% to 10.8% … it feels like definitely too soon to— for the SaaSpocalypse narrative to show…”
@TBPN
Bears wrong on Salesforce: AI makes CRM more valuable, not replaced; revenue reaccelerating to 10%+.
CRMLONG@ $189.52
$186.24-1.73%
since call Apr 20
peak +1.6%
“AST said the satellite's altitude was too low to sustain operations and that it will be taken out of orbit. The cost is expected to be covered under its…”
@TBPN
AST satellite deployed to wrong orbit by Blue Origin; loss insured, stock rebounded from -16% to -6%.
ASTSSHORT@ $80.80
$59.98+25.76%
since call Apr 20
peak +34.1%
63:50SHORT
“Salesforce has increased their headless tax and they're ready to do a 2-year migration off … I need to free up money to set on GPUs, set GPUs on fire.”
@TBPN
Salesforce revenue still grows but the per-seat model hits a ceiling as enterprises plan migrations off to fund AI.
CRMSHORT@ $188.46
$186.24+1.18%
since call Apr 20
peak +16.0%
“It's not like they're going to another vendor. They're just like, I need to free up money to set on GPUs, set GPUs on fire. Sure. And I'll pay anybody to move…”
@TBPN
Enterprises rip out Snowflake to fund GPUs, migrating to cheap Postgres-on-cloud; consumption growth stalls.
SNOWSHORT@ $152.77
$290.33-90.05%
since call Apr 20
“Certainly the GLP-1 boom. One of the trends that's going on here is that the industry has to restock the shelves for new drugs. As drugs go off patent,…”
@TBPN
Patent-cliff M&A wave forces Big Pharma to buy small biotech innovators at premiums, lifting equal-weight XBI.
XBILONG@ $135.20
$148.48+9.83%
since call Apr 20
peak +13.1%
“there will be a Sphere in every major city … these types of like immersive experiences. The Sphere is unique because it grabs attention from all over the world.”
@TBPN
Sphere is the most important architecture in 100 years; one in every major city; already crushed NVDA's return.
SPHRLONG@ $131.66
$145.67+10.64%
since call Apr 20
peak +14.4%
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