*IBM CEO ON MORE M&A AFTER CONFLUENT: "WATCH THIS SPACE" $IBM

This is a work in process (call it a journal entry), but this is where my head is at re private equity, private credit, and whether or not there will be an actual recognizable cycle... If you are looking for a trading implication, it is early from my perch, it is selective, and

More enterprise software companies need to follow the $AVGO playbook and refocus on their most profitable cohort and relentlessly price out the bottom-tier of their installed base who aren't as profitable, esp if they're demanding customers

Own the advisor, not the vehicle

$gtlb OpenAI Is Developing An Alternative To Microsoft’s GitHub

Nice one $ZD... others should follow their lead https://t.co/6RSJoU6Yqm

$IAC well, at least we got something back on CRCM

For whom the Bell Curves - $FICO "Any man's death diminishes me... never send to know for whom the bell tolls [curves]; it tolls [curves] for thee." - John Donne. $FICO raised prices gazillion times because it had "pricing power". Now it's considered a compounder because

What is the biggest bottleneck in AI right now? Jensen Huang | CEO $NVDA - Power generation and grid capacity Lip Bu Tan | CEO $INTC - Memory shortage (specifically High Bandwidth Memory) Lisa Su | CEO $AMD - Scaling massive data centers within power limits. Elon Musk | CEO

$estc is going to finish up isn't it

first one down... note the premium https://t.co/xGDdc0I41X

$xyz $10bn gp vs. 10+k fte = $1+mn gp/fte as of fy25, and $1.7mn pf 40% fte redux... well played sir

$WDAY -10% to +1% tells you everything you need to know about sentiment and positioning.

Inb4 the software take-privates... - Thoma Bravo Completes $34.4 Billion Fundraise - Hg raises almost $30bn in triple fundraising blitz - Novacap Closes Tech Fund VII at Nearly $3.8 Billion

can't stop won't stop

“AI wiLL RePlAcE eVeRy WhItE cOllAr JoB”

$eght up 52%... might see this kind of move this upcoming earnings season across sw

How will AI-native players fare when they lose the cooperation of existing SaaS incumbents? No need to feed the beast that is consuming your terminal value

Inb4 sw consolidation + take privates

can you guys sell down $NOW to $100? pls and thx