Frank Slootman’s Abandoned Projects
@davey_juice
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Fundamental LT secular investor.CRWD/RBRK/MELI/ZS/NU/DDOG/NET/SNOW/DLO/AMD. I invest in 20%+ growers, B2B, #1 Co in sector, pick&shovel.. 8 yr in market. 31YO
New York, USA
Joined October 2021
Portfolio Market Close November 14th 2025: Top 8= 79.6% 17%: $CRWD 13% $RBRK 12%: $MELI 9% each: $ZS $DDOG 7% each: $NU $NET $DLO Other 11= 20.4% 4%: $AMD 3% each: $SNOW $CRDO 2% each: $APP $SE $NVDA $GLBE 1% each: $ALAB $TSM $OUST $AXON Total: $639,885.08
Portfolio Market Close November 7th 2025: Top 9= 84.1% 17%: $CRWD 12% each: $MELI $RBRK 10%: $ZS 9%: $DDOG 8% each: $NU $NET 4% each: $SNOW $DLO Other 9= 15.9% 4%: $AMD 3%: $CRDO 2% each: $NVDA $APP $SE $GLBE 1% each: $ALAB $TSM $OUST $FOUR Total: $636,895.46
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Is this app broken? Why is my newsfeed acting like its creator ingested too much Tylenol The investing quote is pretty bad, but why are the 2 other ones even popping up. Been seeing more tweets that have no place in my feed, be there past few days. Odd.
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Before I pay one more dollar in taxes… get rid of this thing. What a fucking disgrace we are Bunch of greedy pigs and lobbyists
The Optional Practical Training program is a cheap foreign-labor program for big companies and universities. But it's undermining young Americans. It’s time to overhaul or possibly end this terribly broken program all together. 🧵
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The older I get, the more I realize the govt hates young Americans Mandami will actually make things worse here, but I’m starting to understand why people flock to him We have been betrayed and systematically thrown to the side for 3/10 talent to save corporations $ and give
H-1B visas are only part of the story. Our video exposes the OPT program, which gives employers discounts for NOT hiring Americans:
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As someone who has travelled a lot, countries on bottom half are a way better experience than top half. Night and day.
Projected Muslim Population in European Countries in 2050 🇸🇪 Sweden: 30.6% 🇦🇹 Austria: 19.9% 🇩🇪 Germany: 19.7% 🇧🇪 Belgium: 18.2% 🇫🇷 France: 18% 🇬🇧 UK: 17.2% 🇳🇴 Norway: 17% 🇩🇰 Denmark: 16% 🇳🇱 The Netherlands: 15.2% 🇫🇮 Finland: 15% 🇮🇹 Italy: 14.1% 🇨🇭 Switzerland: 12.9%
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This would have worked like a charm $plug Was $16 at time. Was also saying this most of the way down Now it’s being pumped again Full 360 😂
Can someone tell me why $plug isn’t one of the best short ideas in the 5-10b market cap range? No position for record. If market keeps heading down this thing should keep getting absolutely pulverized as it trades on hopes and dreams atm
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2021 vibes here. Ignore $plug and this guy at all costs. This company is a joke. I watched this thing get pumped to the high heavens and I tweeted about how overvalued it was the whole way down Avoid avoid avoid and thank me later
I'm working on a comprehensive report this weekend on hydrogen fuel cell power, and it's growth. Specifically, focusing on Plug Power $PLUG and their future growth prospects. This year marked the clear emergence of fuel cell as an emerging power source for data centers, when
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$OUST
THINK ROBOTICS STOCKS ARE OVERHYPED? IN FACT, THEY’RE JUST TAKING OFF. Amazon has a million robots moving packages right now. Not in a lab. Not in a PowerPoint. In actual warehouses with actual addresses that you can physically visit. They’re doing the very specific task of
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What exactly is driving $ALAB 4Q 10% Q/Q guide? Let’s hear from CFO “We expect Aries growth to be driven by a number of end customer platforms where we support scale-up and scale-out connectivity. Strong Taurus growth is expected to be driven by increased volumes on 400-gig
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At high end of guide, $alab guiding for 10% Q/Q growth in 4Q, with many levers to pull in 2026 & 2027 Keep selling it off and I’ll have no rational choice but to 3x my position once it gets to certain point. Feed me pu*8ies I want to eat your fear
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Technically $CRDO guide was 230-240M. This quarter won’t be the best quarter though, they expect a ramp the following 2 quarters, we could easily see more than 20% q/q in those.
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Another day, 25 more innocent non Muslims killed by jihadists.
ISIS terrorists have stormed a hospital in North Kivu, DRC and murdered 25 people. 18 of them were patients
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Now that he’s released the innovative $300 cloth he’s done it all. Let the man retire Bullish $AAPL
*TIM COOK COULD REPORTEDLY STEP DOWN AS APPLE CEO AS EARLY AS NEXT YEAR - FT $AAPL
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$CRDO ER guide is for 235M, in Dec 1, Q My prediction: 256-272M, or 264M at midpoint My Midpoint implies: 18.4% Q/Q growth 12.3% Beat 367% Y/Y growth
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$CRDO ER guide is for 235M, in Dec 1, Q My prediction: 256-272M, or 264M at midpoint My Midpoint implies: 18.4% Q/Q growth 12.3% Beat 367% Y/Y growth
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