Renny
@rennyzucker
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26. A little long here, some short there. Head of trading, fintwit sarcasm desk.
NYC
Joined August 2019
Really like these CSCO numbers. +13% since close on 1/27 (DeepSeek selloff). Demand very strong across the board and execution good enough. RPO +16%. New orders +29% (+11% ex-splunk).
Some really interesting opptys in networking coming out of the DeepSeek selloff. We called out ANET and CSCO in particular as unfairly sold during our institutional conference call on Monday 1/27 in the wake of the DeepSeek developments.
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That’s a spicy meataball
Anyone follow Esco (ESE US)? What a nice little co. 4bn cap diversified industrials with increasing part share of US/UK/AUS naval (surface and submarine). High voltage test equipment and some after mkt aircraft as well. RF test business bottoming Conserv FY25 Guide EPS+ y/y >MDD
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Some really interesting opptys in networking coming out of the DeepSeek selloff. We called out ANET and CSCO in particular as unfairly sold during our institutional conference call on Monday 1/27 in the wake of the DeepSeek developments.
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Masterful gambit, sir. Your cunning is on full display. Those wretched Canadians will never know what hit them.
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30-40 year old techie types realllllly don’t want to live in a state with draconian abortion laws
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Idk I thought AAPL was pretty good given the services beat and slight iPhone miss seeing as how bad iPhone checks and vibes were. Really easy to kick out units on “consumers waiting for the technology to mature.”
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You can’t just post a picture with no context and exp….
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@_fabknowledge_ “The Co-CEOs are trying to figure out who should answer the question” was a little bit too on the nose
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