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@stpioc
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Following
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Joined March 2012
A (not so) Quick Take on Box, by @stpioc Box is very well positioned to enable customers to benefit from the agentic-AI revolution, putting meat on the promised productivity pay-off https://t.co/HUX1TosH7B
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A Quick Take on SetinelOne, by @stpioc
https://t.co/CqnKFovv7X Ready for prime time as it has a very scalable business model and is operating at the forefront of applying AI to cybersecurity, while trading at a fraction to peers.
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#SOFI #StocksInFocus SoFi's flywheel is producing tremendous operating leverage https://t.co/uD6q9NdTKc
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#INMB #StockToWatch Results of Alzheimer's trial imminent, could the company's XPro be the first $100B+ selling drug? The stock could explode higher with a favorable outcome.. https://t.co/GMXMtlV6ps
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#QCOM A Primer on QUALCOMM provides an overview of its technologies and business model. See also the linked discussion on the financial prospects in the linked Quick Take. https://t.co/a1ymrjJVdv
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#SNES #StocksToBuy We think today's successful Baltimore trial news (and expansion) is pivotal validation, very bullish. https://t.co/BXSulTCdXI
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#GKPRF #StocksToBuy Gatekeeper is on a roll, six deals in the last four weeks, by @stpioc
https://t.co/oASmkIDfzZ
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#ISSC #StocksToBuy A Quick Take on Innovative Solutions; "we doubled our revenue, tripled our EBITDA and quadrupled our profit from a year ago" https://t.co/KPyQZGzMkK
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#TSSI #StocksToBuy After NVDA now Dell, TSS biggest customer by far (90%+) with Q1 server revenue exceeding the entire FY24 and backlog through the roof. https://t.co/gb1iqx1HUG
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#ITMSF #StocksToBuy Intermap in the first inning of a tremendous growth story https://t.co/yNLG7SlQ9H
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#ECOR #StocksToWatch Could it be that Q4/24 was just a blip in an otherwise relentless growth at the VA as the gammaCore is back on track in Q1/25 and now joined in with Truvaga growth.. https://t.co/cLlKger10d
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#StocksToWatch #ECOR A Quick Take on electroCore, in much better shape than the stockprice suggests https://t.co/cLlKger10d
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#HIMS #StocksToBuy The short thesis on HIMS is crumbling before our eyes. 33% of the float and nowhere to go.. https://t.co/PDKxrBWmwF
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#TTD #StocksToWatch A Primer on The Trade Desk, its products, business model explained in a handy overview, by @stpioc
https://t.co/30CTIvsAG2
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Commented on $NVDA $DEEPSEEK $NVDA:CA - Nvidia: Could Be A Short Opportunity Because Of DeepSeek's R2.
seekingalpha.com
Nvidia faces potential risks as China's DeepSeek R2 may use Huawei chips, threatening 15-25% of sales. Read more about NVDA stock here.
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#AI #Robotics Embedded computing, the next big trend supercharging robotics with AI, fortunes will be made and society will change beyond recognition. It's here already.. https://t.co/AtHYtqPFTL
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