FinXKing
@ronjonbSaaS
Followers
17,881
Following
12
Media
1,006
Statuses
9,305
Ex Software Dev @Microsoft , 20+ years | MS in Software & Nuclear Physics |The Best SaaS/Cloud + Tesla Investor with 97% + recs @ Motley Fool boards | Do your DD
Joined January 2022
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Flamengo
• 261764 Tweets
#LaCasaDeLosFamososMx
• 157459 Tweets
#MHA430
• 142602 Tweets
無課金おじさん
• 102884 Tweets
トルコのおじさん
• 100131 Tweets
Yuji
• 89005 Tweets
ROCKSTAR SPECIAL STAGE
• 84599 Tweets
Jamaican
• 79634 Tweets
Sukuna
• 77411 Tweets
#MHASpoilers
• 71947 Tweets
Corinthians
• 71795 Tweets
Ricardo
• 66864 Tweets
Gala
• 62893 Tweets
Karime
• 57793 Tweets
Happy New Month
• 46719 Tweets
Saint Dr MSG
• 46334 Tweets
Deku
• 43746 Tweets
Mariana
• 40000 Tweets
Gomita
• 35190 Tweets
Amad
• 34023 Tweets
My Hero Academia
• 30227 Tweets
#ピッコマでマンガ読んでポイ活
• 24579 Tweets
Izuku
• 24326 Tweets
Shanik
• 23734 Tweets
संसद भवन
• 19372 Tweets
Brigitte
• 19218 Tweets
Arath
• 19090 Tweets
Vegetti
• 17997 Tweets
Sian
• 17691 Tweets
リーリヤ
• 16138 Tweets
#総額3億円分
• 13470 Tweets
Reinaldo
• 12711 Tweets
Yuri Alberto
• 11329 Tweets
Pinned Tweet
$NVDA The saga continues... Kicking off An Industrial Revolution!
If you invested when I posted about Nvidia last year, you’d be up ~ +286% today 🚀🚀
Last year, on April-28-2023, I wrote...
"During the past 10 years or so the development in AI was mostly about perception and
16
27
174
We're witnessing a paradigm shift enabled by AI...
$SNOW Databricks $ZS $CRWD $DDOG Some thoughts & concerns...
Let me start by saying that I'm long Snowflake with a decent sized position ( about 10%). There's a lot to like about them as I had written in a previous tweet ( find
48
71
458
@Uber_Comms
@BillAckman
@Uber
@dkhos
Looks like the cab driver took Bill for a ride! Be careful what drivers say 😊
19
2
433
My prediction for the best 5 performers in 2024
$ZS
$CRWD
$MDB
$NVDA
$AMD
Not in any particular order.
20
39
350
$PLTR I’ve warned before and am warning again ⚠️
This company is doing NOTHING special that Databricks or Snowflake $SNOW can’t do.
A maverick CEO is never my reason for investment. Mark my words…many of the influencers who’re pumping $PLTR now are gonna fade into oblivion!
185
33
336
My Updated Portfolio 💼 GOING ALL IN!
The past few weeks have been tumultuous & I made hard decisions & broke my own rules!
For the first time I'm giving you the percentages instead of shirt sizes 👕
$TSLA 35% (Broke my rule of > 20% in any stock)
$CRWD 20%
$ZS 13%
$CFLT 10%
27
34
328
$SNOW SOMETHING I RARELY DO!**
I had a cursory look at the earnings & don't see any red flags. I like what I see.
**I bought $SNOW after hours at $176- $177 I think it's a gift 🎁 for long term holders.
Infact, I'm happy to see Frank Slootman go. He's passed his prime and
47
40
317
$TSLA Despite all the noise, I’m perhaps the only person who nailed everything about $TSLA in the past couple of years. Like loading up the truck 🛻 when Mr. Market offered opportunities… like $105 - $107 in Jan 2023 and $139 in April!
While I feel good about the daily gains
26
38
299
$SNOW A CONFESSION: I've never got any company wrong as much as I've got $SNOW
I know, I'm not alone and many elite investors like Brad Gerstner must also be scratching their heads!
I'm beginning to lose patience with this company. For those of you who don't know, Frank
We're witnessing a paradigm shift enabled by AI...
$SNOW Databricks $ZS $CRWD $DDOG Some thoughts & concerns...
Let me start by saying that I'm long Snowflake with a decent sized position ( about 10%). There's a lot to like about them as I had written in a previous tweet ( find
48
71
458
68
27
284
$CRWD > My Take!
THE FACT THAT THE STOCK WAS DOWN "ONLY" 11% after causing the largest outage in modern times is TESTIMONY TO WHAT THIS COMPANY DOES!!!
What am I going to do with my position which is 2nd largest after $TSLA?
Well some history first...
When I bought $CRWD
42
59
291
My Current Portfolio!!!
In the the past few weeks I had taken some small trial positions in $CRM $NOW $DELL but decided to let them go. I've again broken my own rules by having > 20% in $TSLA & $CRWD ( but there's a reason)
$TSLA 37%
$CRWD 23%
$ZS 13%
$NVDA 10%
$CFLT 10%
$MDB
29
30
273
Unwavering conviction in my Top 5!
Added to all 5 today.
$SNOW, $DDOG, $ZS, $MDB, $CRWD
This will "Age Well". Check back in 18 months.
40
18
261
$ZS, $CRWD, $MDB, $NVDA, $AMD
I’m a self made multi millionaire & don’t gain anything by sharing my insights. I may go dark for 2024. I need time for myself. May well be my last post!
👇
My prediction for the best 5 performers in 2024
$ZS
$CRWD
$MDB
$NVDA
$AMD
Not in any particular order.
20
39
350
49
23
256
Investing and life can be very simple... ONLY if you know that "ONE Stock"...
I own the best names like $CRWD, $NVDA, $TSLA, $ZS, $MDB, $SNOW
BUT...
Imagine going long on the best stock idea in the world & forgetting about it UNTIL some years later... when you hear everyone
33
22
252
From everything I know.
Most ideal Software/Tech portfolio going forward.
1. No Risk: $MSFT, $AMZN, $GOOG
2. Low Risk: $MSFT, $AMZN, $GOOG, $DDOG, $MDB, $SNOW, $CRWD, $ZS
3. Average Risk: $DDOG, $MDB, $SNOW, $CRWD, $ZS
4. High Risk? Names not in the above.
Invest Wisely.
45
27
247
Portfolio Update: I've been making adjustments ( including today) to my portfolio and this is how it looks like + the promised newest entry!
#EV
, Power, AI, Computing, Robotics
$TSLA 40%
$NVDA 5%*
#Data
Storage/ Warehouse/Analytics
$MDB 15%
$SNOW 10%
#Security
,
#Observability
43
35
245
$TSLA $NVDA AI & ROBOTICS... AND MY INVESTING THESIS.
Undoubtedly, this is the best time to be alive and investing.
Today, both $TSLA and $NVDA are my biggest investments ( alongside the SaaS champ $CRWD)
Why...?
Yes, Optimus ( and not FSD ) is the primary reason for my
29
36
241
MY VERY CONCENTRATED PORTFOLIO 💼 A 12x BET!
WHY? A concentrated port amplifies compounding. However, it's a double-edged sword ⚔️. Investing in the wrong names can be severe.
HOLDINGS:
👕L (11% - 20%) $TSLA*, $CRWD, $NVDA
👕M(5% - 10%) $ZS, $CFLT, $MDB, $CRM, $PANW
👕S
22
29
243
Prediction: The next big wave...
Billions will flow from...
$NVDA $AMD $SMCI to >>> $TSLA
Only a matter of time. The patient will be rewarded!
24
26
244
Update: It won't be fair to leave so many of you who wish me well in the dark. So, can't help but post this.
I added a little more $AMD today. I'm planning to make $NVDA and $AMD equal sized positions. I'm convinced that what we've witnessed in AI is just a glimpse! 2024 and
28
22
236
1/ Happy New Year!
2022 was hard & 2023 may be worse! In the past 20 years the best stocks I owned were $AAPL $AMZN $GOOG $NVDA & $MSFT ( being an employee 🙂). They've grown to the biggest tech names today!
Now I'm invested in $MDB $DDOG $SNOW $TSLA $ZS $CRWD $HCP...
#fintwit
12
26
235
UPDATE: My portfolio is up +119% YTD 🚀🚀🚀
and I'm happy 😊
in comparison...
$NDX +54.9%
$SPY +24.81%
$QQQ +54.84%
$ARKK +71.93%
The only significant change since the last update is that $NVDA is in the "medium" 👕 size bucket along with the reinstated $AMD position.
In
30
16
231
I bought & sold $NVDA 3 times over the years!
I first bought $NVDA during the GFC ( 2007 - 2008) along with names like $AMZN $AAPL $NFLX
I bought back again in 2017
And I bought once again in early 2023 as most of my followers know.
It’s my 4th largest position currently.
I
40
24
232
It’s been 2 years that I opened this X account to share my investment ideas.
My portfolio 💼 is up a lot since & I hope yours is as well!
Unlike most posters on X, I don’t repost, copy & paste stuff. I ACTUALLY SHARE MY INSIGHTS.
Long $CRWD $TSLA $MDB $NVDA $ARM $NOW $SNOW
25
10
216
A Big event in 2024!
I've had many invitations/requests to do spaces on X, YouTube and many podcasts.
FinXKing
@ronjonbSaaS
will do a spaces talking about SaaS $CRWD, $ZS, $MDB, $DDOG, $SNOW, $CFLT, Databricks, $KVYO, $TSLA, $NVDA, $AMD
Stay tuned!
24
12
197
I'm invested just 6 boring companies & since it's a small list, I don't have much work to do. So am bored most of the time.
$MDB, $SNOW, $DDOG, $CRWD, $ZS, $TSLA
I'm also very lazy & have delegated much of my work to some very smart leaders in those companies to run the show.
24
9
191
Last day of June and my portfolio is up +97% YTD!!! 2023 has been fantastic so far!!!
Thanks to my followers & well wishers.
Long $TSLA $MDB $ZS $CRWD $DDOG $SNOW
Smaller positions ( $NVDA $GTLB $HCP $CFLT)
Have a great weekend 🍻
22
7
189
UPDATE: My portfolio is up +104% YTD 🚀🚀🚀and I'm happy 😃
In retrospect, the aggressive buying at the beginning of the year made a lot of sense when the market offered "once in a lifetime opportunities"... like buying $TSLA ~$107 when everyone was running for the hills. And
16
16
187
$SNOW and $PLTR
A WAGER! In exactly ONE YEAR from today let’s check back where these two stand!
My bet is on $SNOW
BOOKMARK THIS 🔖
26
6
181
PREDICTION >>> "FinXKing" is set to beat all of the big- talkers & hyper-growth investors in 2023!
My Team: $TSLA, $NVDA, $MDB, $CRWD, $ZS, $DDOG, $SNOW, $CFLT, $KVYO
I'm thankful to those who appreciated my insights even though I don't gain any 💵 by sharing my knowledge.
23
10
178
$CRWD Thank me today if I helped to keep you in the game!
* Record net new ARR of $222 M
* Ending ARR grows 48% YoY to $2.56 B
* Record cash flow from operations of $273 M & record FCF of $209 M
Like I always said "Best of Breed" 🚀
19
5
176
$SNOW is a powerhouse!
Being the repository of a humongous amount of data and the use of $NVDA GPUs, Snowflake is in a position of power in the AI era!
I’ve increased my allocation in the past few weeks.
12
21
173
Update: I made some changes to my portfolio
with an unusual one 💼 Spot it if you can 😊
$TSLA
$CRWD
$ZS
$NVDA
$MDB
$SNOW
$CFLT
$KVYO
Cash: 20%
After a fantastic +119% gain for my portfolio in 2023, I'm quite surprised to see some of the YTD gains.
For example $NVDA +50%
17
15
175
Wow & I'm on a shopping spree.
Added to all of my "mission critical" names.
$DDOG, $SNOW, $ZS, $MDB, $CRWD.
Also added to $TSLA & finally re-opened my $NET position at $52
An irony that folks who don't build software don't know why these companies are
#missioncritical
26
13
170
1/ Why own both $MDB & $SNOW
This is for non-tech folks & to provide a high-level understanding without tech jargon.
14
27
169
If you could invest in ONLY 3 names for the next 3 years, which would they be?
Let me start with my top 3!
$TSLA $CRWD $NVDA
Remember ONLY 3 names
71
16
166
$MDB Fantastic 🚀🚀🚀 Celebrate if you followed me on this one! Up +19% AH 🚀
* 1Q 2024 Total Rev of $368.3 M, up 29% YoY
* Continued Strong Customer Growth with Over 43,100 Customers as of April 30, 2023
* MongoDB Atlas Rev up 40% YoY; 65% of Total Q1 Rev
30
9
166
$SNOW What's not to like about these?
84% YOY PRODUCT REVENUE GROWTH
174% NET REVENUE RETENTION
206 $1M+ PRODUCT REVENUE CUSTOMERS
75% NON-GAAP PRODUCT GROSS MARGIN
43% NON-GAAP ADJUSTED FREE CASH FLOW
They're doing everything right specially in this market.
Long $SNOW, $DDOG!
37
10
161
$SNOW: I've a ~10% position in Snowflake & looking forward to the Q1 FY24 earnings on 5/24. Some random thoughts not in any particular order 😄
For those new to $SNOW, keep in mind that Snowflake wants to be an end to end platform for building, deploying, running Apps on
23
17
162
CONSIDER YOURSELF LUCKY 🍀 IF YOU READ MY POST on $NVDA in early 2023 when I bought at $24 ( split adjusted) & $TSLA at $105-$107 in January 2023!
I’m so glad that $TSLA and $NVDA are my largest holdings with $CRWD
Tomorrow I’ll share my portfolio 💼
It’ll shock you!!!
$NVDA The saga continues... Kicking off An Industrial Revolution!
If you invested when I posted about Nvidia last year, you’d be up ~ +286% today 🚀🚀
Last year, on April-28-2023, I wrote...
"During the past 10 years or so the development in AI was mostly about perception and
16
27
174
3
6
163
2020-2024...
Some invested in...
$UPST, $LSPD, $ZI, $BILL, $S, $ENVX, $AEHR ...
While I invested in...
$CRWD, $ZS, $TSLA, $NVDA, $MDB, $DDOG, $SNOW...
Investing Isn't Easy!
14
20
143
My portfolio is up +76.5% YTD. Not too bad considering where the F&G index is.
👕 sizes
XL: $TSLA
L: $NVDA, $MDB
M: $CFLT, $ZS, $CRWD
S: $DDOG, $SNOW
From here, if we see a rally, it'll probably +100%. If it tanks, shouldn't get too worse & might end the year around +65% 😊
17
14
154
$SNOW is perhaps the greatest investing opportunities. I've invested 20% in $SNOW.
49
7
151
Update: I’ve sold my $DDOG position and bought $TSLA with the proceeds!
I’ll be thanking myself in 2026 😊
16
9
152
Portfolio Update: After a fantastic +119% return in 2023, my portfolio 💼 is off to a great start in 2024!
My top 6 performers YTD...
$NVDA +30%
$AMD +23%
$CRWD +21%
$ZS +12%
$DDOG +10%
$MDB +6.6%
Overall my portfolio is up ~ +5.5% YTD which I think is fantastic after a +119
12
14
152
Signing off early! Didn't check my portfolio yet but I think it's up +80% YTD!
Super long $TSLA $MDB $ZS $SNOW $CRWD $DDOG $NVDA & very small positions in $HCP ( reports June-7) $GTLB ( reports June- 5)
Have a nice weekend! Cheers & let's invest & build wealth together 🍻
17
6
151
$PLTR A worthless company with a half-wit CEO and delusional followers!
Where are the imbecile pumpers?
108
7
153
CRAZY TIMES INDEED!!!
$TSLA The most disruptive car 🚘 company on earth DOWN -7.52% in 1 year!!!
$CVNA A company that sells used cars 🚗 UP +1066% in 1 year!!!
24
10
152
Why $CRWD matters?
Some basics first...
Identity Basics
🔹Identities are created by companies like $MSFT
🔹Identities are managed by companies like $OKTA & Ping Identity (acquired by Thoma Bravo in 2022)
🔹Identities are secured by $CRWD
🔹Around 80%-90% of cyber attacks
15
18
153
I must mention that I’m very grateful to my followers 🙏 And just fyi, after leaving Microsoft, I joined a top 15 Fortune 500 company helping build cloud services on Azure ( which is my expertise). However, investing is in my DNA & hence I like to share what I understand 😊
11
2
150
$CRWD is my 2nd largest position after $TSLA
It was one of the best performing stocks last year & is up +25% YTD even after today’s 10% drop!
Today’s events which affects Windows, convinced me how much embedded $CRWD is. I added some more today!
It isn’t a security breach.
20
12
153
Best of breed & the magic of $1M : $TSLA, $NVDA, $MDB, $CFLT, $ZS, $CRWD, $DDOG, $SNOW
Good if you're taking advantage of the stock market offers in 2022-23 😊 Let the naysayers keep preaching doom and gloom...they never make any wealth anyway!
Set yourself a goal, give
11
9
149
Am I the only one talking about Hypergrowth SaaS stocks like $SNOW, $CRWD, $ZS, $DDOG, $MDB?
Don’t see the experts who pumped these stocks in 2021 & have gone silent when it matters most.
Good times/ bad times, I’ll continue sharing my thoughts. That’s investing & learning!
15
3
148
Update: Just fyi my portfolio is up +104% YTD.
Main positions $TSLA, $MDB, $ZS, $CRWD, $DDOG, $SNOW, $NVDA
Have a great weekend 🍻
19
4
143
$PLTR Serious Question. Open challenge to all those delusional obsessive Palantir $PLTR fans. Can you please outline in bullets what Palantir does and why any other company including $SNOW or Databricks won't be able to do that?
Specially this hero
@amitisinvesting
Answer
141
21
143
Updates: My 2 New Positions
Last Friday I mentioned about $_ _ _ which you now know is $ARM that I bought on 2/20
Yesterday I mentioned about the other $_ _ _ That's $NOW I bought today
$NOW, $CRM & $SNOW are going to be 3 BIG winners of the AI Era for the next few years!
👇
Update: FinXKing strikes again!
$ARM, $SNOW, $NVDA + a new name that will dominate the new AI era.
Probably some of you know that the $_ _ _ position I mentioned last week was $ARM. I added on Feb-20 @ $117
By tomorrow $ARM should register ~ +15% gain for me 😊 Thanks partly
26
8
103
18
17
147
$MDB I had owned MongoDB in the past but had sold out in favor of other higher growth names. However it was always on my radar & during the recent tech carnage could not ignore the opportunity anymore.
Here are my 10 reasons why I own $MDB...
11
36
144
“The Future is Already Here, it's Just Not Very Evenly Distributed.” - William Gibson
$SNOW, $DDOG, $ZS, $MDB, $CRWD, $TSLA
It's no longer "my top 5", here onwards it'll be "my top 6".
"Skate where the puck's going, not where it's been"- Wayne Gretzky
Happy Weekend!
12
12
143
Investing Lesson: "Conviction" & "Patience" $CRWD
I don't really remember selling out of my high conviction stocks for a bad quarter or two. On the contrary, I've mostly added to those when such events occurred.
Examples from the past are $CRWD, $ZS, $MDB, $DDOG, $TSLA
Though
8
15
143
$MDB Fantastic!!! NOW YOU KNOW WHAT CONVICTION MEANS! My 3rd largest position after $TSLA & $NVDA
*Q2 Fiscal 2024 Total Rev of $423.8 M, +40% YoY
*Strong Customer Growth > 45,000 Customers as of 7/31
*MongoDB Atlas Rev > 38% YoY; 63% of Total Q2 Rev
15
5
143
UPDATE: I took some profits from $CRWD and $MDB and used the proceeds to add some $TSLA and $SNOW
I love days like these 😊
$SNOW down -24% in 1 Week
$TSLA down -7% in 1 Week
14
10
144
Making a bold prediction! Revisit in 18 months!
We might have seen the bottom in growth stocks.
I'm super long $MDB. $DDOG, $SNOW, $CRWD, $ZS, $TSLA
I'm skeptical about $NET, $BILL, $S, $MNDY, $ZI
I'm optimistic about $BTC, $ETH, $SOL
25
9
139
Update: Probably my final buys this year unless we see another real leg down. I think the growth stocks will bottom out soon if they haven't already.
Added to $SNOW @ $169
$CRWD @ $ 163
$ZS @ $ 163
$DDOG @ $88
and a little $MDB @ 191
Will check these prices 2 years from now.
13
4
142
In my opinion this is a huge mistake!
Selling $CRWD and buying $S today!
In 3 months you’ll know why.
32
6
142
FUTURE OF SECURITY: $CRWD currently is my largest position after $TSLA & $NVDA in the 3rd.
Currently $MSFT is doing very well and $OKTA is up +23% 🚀🚀after hours... All these bode well for $CRWD... Let me explain why...
WHY?
For starters let's start with some basics..
12
25
137
Thoughts for the weekend... $TSLA $NVDA
We're on the cusp of a tech revolution that'll change the world forever! The magnitude of the disruption from AI + Robotics that's on the way will be unlike anything we've seen before. AND it'll arrive sooner than we're expecting!
I see
13
24
139
$CRWD I can vouch that few people on earth 🌎 probably know more than I do about CrowdStrike. It's my 2nd largest position after $TSLA.
Stay tuned about whether I will SELL, HOLD or BUY $CRWD after this unprecedented outage.
23
4
141
My "Security Bucket"
Well, $_ _ _ _ is $PANW Surprised?
Yes I've opened a position in $PANW last Friday.
The Cloud Security market is huge and is only going to grow. Cloud Security is indispensable & the rise in AI will make it even more important!
So I've decided to take a
25
9
136
$TSLA is my largest position with over 40% allocation in my portfolio 💼
Hope you stuck around with me 😊
15
5
141
3 Winners in 3 Days 🏅🏅🏅
$ZS, $CRWD, $SNOW
I like what I see.
⭐️Rev $698.5M in Q3, +34% YoY
⭐️436 custs with trailing 12-month prod revenue > $1M
⭐️NRR 135% ( I was expecting this)
⭐️647 Forbes G2000 custs
RPO of $3.7B, +23% YoY
My $CRWD > $ZS >$SNOW
I’m long all 3!
7
5
139
$TSLA Don’t say I didn’t tell you 🚀🚀🚀
Re-read my pinned post!
14
6
140
$TSLA I've been adding.
If you think $MSFT, $AAPL, $GOOG, $AMZN, $NVDA has done very well over the years, you're right!
I feel someday $TSLA will be a much bigger success story than those.
It's a blessing for investors like me that half the world doesn't understand Tesla!
11
7
138
Cheers from Cancun!!!
We’re invested in the best
$CRWD $NVDA $TSLA $MDB $ZS $CFLT $CRM $SNOW $ARM $KVYO $NOW
11
5
137
$TSLA ChatGPT moment for Tesla... Some thoughts...
Tesla is a decent sized position in my portfolio and I've been adding opportunistically. However, to be candid, FSD is NOT the reason why I'm so bullish on Tesla. In fact no matter how good FSD gets, I'm skeptical and have
18
20
134
10K followers: A special thanks to all of you in making this account reach that milestone pretty quickly!!!
$NVDA, $SNOW, $MDB, $NOW, $DDOG
When I started this Twitter/X account 19 months ago in Jan-2022, it was a very dark time for high growth SaaS stocks but thought sharing
21
15
134
It’s my 2nd Anniversary on X! I never thought that this account would have 12.6K followers in 2 years!!!
Thank you all 🙏
Here’s to a fantastic kickoff to the year by $NVDA +18.5% & $AMD +17.38% YTD 🚀🚀
15
5
134
$CFLT up +50% YTD ✈️
This is one of my favorites and their story is just starting.
Who owns this one along with me?
18
5
133
Prediction: $MDB, $CRWD, $ZS, $CFLT, $SNOW, $DDOG
SaaS was the poster child in 2021.
ZIRP created unsustainable valuations.
SaaS crashed Big time in 2022-23.
SaaS is still super important.
SaaS is inexpensive now.
2024 & beyond SaaS will 🚀🚀🚀
12
9
132
$TSLA If you’ve followed me for a while you probably know I’m not comfortable with any one position getting > 20%
In rare occasions I’ve broken that rule.
Currently with $TSLA I’ve broken that rule by a mile! My buys in the $105-$107 ranges in January 23 and yesterday’s at $139
13
5
129
Will be holding my first ever Twitter Spaces at the end of this year. Will talk about my SaaS/Cloud investments and what to look for in 2023 and beyond. Let me know if you're interested 🙂
Do spread this message.
18
9
132
$TSLA An insane amount of smart money 💰💰💰has been flowing into $TSLA over the past few days!
At some point FOMO by retail will drive the price even higher!
7
11
133
$NVDA up +37% YTD
$AMD up +29% YTD
Glad I own these two monsters!
7
11
130
UPDATE: I added some $CRWD & $ZS
Thanks to Mr. Market's irrationality 😊
$CRWD & $ZS are best of breed cloud native Security platforms built from scratch unlike $PANW
I'm glad that I had trimmed $CRWD & $ZS sometime back and being able to buy back those at a discount today!
16
12
128
What a nice day! My entire portfolio 💼 closed in the green 😊
$CRWD $ZS $TSLA $NVDA $AMD $MDB $SNOW $KVYO $CFLT $DDOG
11
6
127
My new targets 🎯
$TSLA $300 before 8/8
$NVDA $160 before 8/8
These two unique companies are benefiting one another!
$NVDA IS ENABLING DATA IN >> INTELLIGENCE OUT
$TSLA IS ENABLING PHOTONS ( Videos ) IN >> CONTROLS OUT ( Tesla cars, Humanoid robots like Optimus)
👇👇👇
$NVDA The saga continues... Kicking off An Industrial Revolution!
If you invested when I posted about Nvidia last year, you’d be up ~ +286% today 🚀🚀
Last year, on April-28-2023, I wrote...
"During the past 10 years or so the development in AI was mostly about perception and
16
27
174
7
18
132
I liked this apology from Shawn Henry, CSO
@CrowdStrike
I also believe
@George_Kurtz
is a great CEO and the lessons from this debacle will make CrowdStrike a much better company.
I added to my $CRWD position today.
17
3
132
$CRWD
I’m on a flight and just checked. LOOKS LIKE MY LARGEST POSITIONS DID AWESOME 🚀🚀🚀
Up +21%!!!
17
6
128
$MDB Weekend Musings… Some of you know that MongoDB is my 2nd largest holding after $TSLA. It’s slightly ahead of my 3rd position $ZS.
Anyway’s, did you know that MongoDB was called "10gen" before changing it’s name in 2013 😄
But that’s really not important! What’s important
17
16
129
Prediction: I’m so grateful and happy to have worked for a long time at Microsoft on products like Visual Studio, Azure, Xbox… See my profile pic.
$MSFT will be bigger than $AAPL in 2024 & beyond! And that lead will hold for a long time.
11
5
131
$TSLA Some of you will remember the dip where I added a bunch at ~ $139 in April!
Those are up +65% today 🚀
The bunch I bought in Jan 2023 at ~$105 to $107 are up +118% 🚀🚀
Couple that with my $NVDA buys at $24 up +400% 🚀🚀🚀
You get an idea of my returns 😊
17
5
131
$ZS I like what I see! Please sell me your shares.
Rev: +40% YoY to $496.7M
Calculated billings +34% YoY to $456.6M
Deferred revenue grows 39% YoY to $1,399.5M
GAAP net loss $33.5M compared to GAAP net loss of $68.2M YoY
“We had a strong start to our fiscal year with all key
13
10
129
1: $DDOG VS $SNOW Usage models
I think there's was some confusion during the last earnings around how usage was impacted by Holidays for Snowflake vs Datadog and I want to clear that up...
3
6
127
$CRWD LEARN TO SEE THE FUTURE!
CrowdStrike is currently my best performing YTD stock after $ARM, $NVDA, $CFLT
Circa 2024: $CRWD share price $314. Market Cap $75B
My prediction
Circa 2028: $CRWD share price $942. Market Cap $225B
That's an easy 2x with VERY LESS RISK
10
14
129
This might be the best time to add to my SaaS names like $CRWD $MDB $DDOG $ZS $HCP $NET $SNOW.
Why??? No one is talking about this or perhaps missing it.
ChatGPT, GitHub Copilot & the power of AI is a great blessing for our SaaS stocks. This tectonic change using AI will
19
10
127
$CRWD & $ZS are my security combo!
You all know how much I like these names. Excellent products with excellent leadership! If you’ve stayed the course with me during the hard times, days like today feel rewarding!
11
6
127
The easy path: If I want to make a guaranteed 20-30% in 2024, I'll be happy with $NVDA & $AMD
The hard path: I want to do better than that ( although it'll be hard to beat the +119% 2023 returns). So in addition to $NVDA & $AMD, I own $CRWD, $ZS, $TSLA, $MDB, $SNOW, $DDOG etc
5
19
127