Cloud Developer
@CloudCompounder
Followers
833
Following
5K
Media
169
Statuses
2K
Christ follower. Husband and dad. CTO building cloud software. Amateur investor looking for quality companies that compound over long time periods.
Joined January 2022
Investment Process: -Build a portfolio of 10-15 high quality companies with a focus on long-term (decade+) durable growth -Focus on 3-5 of best industries for diversification. Also helps with biz cycles (Tech, Semis, Comm., Cons. Disc, Industrials, Finance, Healthcare good hist.)
8
7
30
A well balanced portfolio consists of chip stocks that go to the moon everyday and everything else that is going to straight to 0
0
0
1
"For since the creation of the world God’s invisible qualities—his eternal power and divine nature—have been clearly seen, being understood from what has been made, so that people are without excuse." -Romans 1:20
🚨: Harvard scientist argues the precise math behind anti-matter proves the universe was designed by God.
1
0
1
Didn’t realize how many big names have cratered even outside of software. Guess I may need to do some digging. Great market for stock pickers right now! AI disruption is real. So are the opportunities
0
0
1
$CEHL just keeps rolling...
Celsius energy volume up 24.3% along with a 3.8% avg price increase for 4 wks thru Jan 10, per NielsenIQ. Alani Nu volume shot up 87.5% with a small (+0.7%) avg price gain for 4 wks.
0
0
0
$MSFT selloff is warranted IMO. Lot of spend and honestly not enough to show for it. Azure is still solid and best for future. Their OS and apps have actually gotten worse post AI. Copilot is now associated w/ AI slop and Anthropic is embarrassing them by the day w/ each release
0
0
2
OpenAI is too big to fail at this point. $MSFT $NVDA $AMZN etc. are all dependent.
0
0
2
$GOOGL just upended the AI market by baking Gemini into Chrome. Never was a fair fight...
1
0
2
$BN $BAM Brookfield and Azerbaijan's SOFAZ sign $1.4B coop agreement in Davos. Provides a pipeline for SOFAZ to invest into Brookfield vehicles over the next 3-4 yrs. Brookfield never sleeps! https://t.co/qt2VAh55Gf
globalbankingandfinance.com
BAKU, Jan 21 (Reuters) - Azerbaijan's sovereign wealth fund SOFAZ and Brookfield Asset Management signed a long-term strategic cooperation agreement...
0
0
3
Deepseek tried using chips from Huawei and other Chinese manufacturers last year, but the results weren't good. The company ended up switching to allegedly smuggled Nvidia chips for some training tasks, which finally got things moving. AI runs on $NVDA https://t.co/QHOGwflEN9
the-decoder.com
Chinese AI startup Deepseek had to abandon domestic chips from Huawei and switch to allegedly smuggled Nvidia hardware to train its upcoming flagship model, a setback that highlights China's ongoing...
0
0
1
The avg age of the software biz acquired by $CSU is ~23 years old and looks like this and you think their customers are going to switch to your AI vibe coded app generated over the weekend?!?!
16
10
259
Just a friendly reminder. Btw, most of the AI hype right now falls in this same bucket…
Investing in high growth tech is really hard btw. I look at a lot of these rapid growth tech stocks and it’s hard for me to see the moat in these businesses. Tech changes overnight, so the cutting edge today will be legacy tomorrow.
0
0
2
$NVO starting to get some good news after being in the dumps. Wegovy pill off to a good start in US prescriptions and UK approval of higher dose. Good time to be buying IMO: https://t.co/G2x4iWLroQ
https://t.co/H8rsk4Kjsl
reuters.com
Britain's health regulator said on Friday it had approved a maximum weekly dose of up to 7.2 milligrams of Novo Nordisk's blockbuster weight-loss drug, Wegovy, to be administered as three separate...
0
0
1
You can buy the “right” software now
The time to buy software has past. Now chips are starting to get attractive again.
0
0
1
Funny how SaaS went from the greatest biz model on earth to worthless overnight 😂
1
0
2
$TSM -Record Q4 profit (+35% YoY) -Q1 2026 revenue of ~$34.6B–$35.8B -2026 capex of $52B–$56B -Raised long term expectations, including AI chip rev growth expectations and overall growth through 2029 Economy runs on AI. Still a long ways to go! $TSM $ASML $NVDA $MU
0
1
2
If Anthropic and OpenAI go public, better buckle up! They may suck the liquidity right out of the market the way this market is reacting.
0
0
0
Don’t understand FinTwit chasing some software names like they are having a bad day. The fundamental business model and many of the markets have been upended. No code\low code, tool based software, CRUD apps, workflow, horizontal apps, etc. have all been disrupted.
1
1
1
Sold $MA to start the week and loaded on $PSTG. Probably dumb long term but one has big tailwinds and one has big headwinds right now. Might be able to flip back in a year but no reason to swim upstream today
0
0
1