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$CRWD earnings today are really about whether CrowdStrike is monetizing AI security fast enough to justify a valuation ~100x FCF. The opportunity is clearly expanding with AIDR ARR growing 250% sequentially and pipeline topping $50M but market already understands that story. CrowdStrike has a VERY HIGH bar to clear... show more

Shay Boloor

447,602 subscribers

49,204 次观看 • 19 天前 •via X (Twitter)

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$ADBE is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wants proof on organic growth and whether AI is expanding the moat. AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era.

Shay Boloor

121,575 次观看 • 3 个月前

CrowdStrike just delivered a record FY26, capped by a blockbuster Q4. 🔒 $5.25B ending ARR - the ONLY pure-play software cyber company to cross $5B 📈 $331M net new ARR in Q4, all-time record, up 47% YoY. 💰 $1.24B FY26 free cash flow. All-time record. ⚡ $1.05B non-GAAP operating income. First year above $1B. AI is accelerating the threat. It's also accelerating our opportunity. If you want to build AI, you need GPUs. If you want to deploy AI, you need CrowdStrike . To our customers, partners, and team: thank you. Full earnings release and FY27 outlook at 🦅 $CRWD #CrowdStrike #Cybersecurity #AI #StoppingBreaches

CrowdStrike just delivered a record FY26, capped by a blockbuster Q4. 🔒 $5.25B ending ARR - the ONLY pure-play software cyber company to cross $5B 📈 $331M net new ARR in Q4, all-time record, up 47% YoY. 💰 $1.24B FY26 free cash flow. All-time record. ⚡ $1.05B non-GAAP operating income. First year above $1B. AI is accelerating the threat. It's also accelerating our opportunity. If you want to build AI, you need GPUs. If you want to deploy AI, you need CrowdStrike . To our customers, partners, and team: thank you. Full earnings release and FY27 outlook at 🦅 $CRWD #CrowdStrike #Cybersecurity #AI #StoppingBreaches

George Kurtz

29,513 次观看 • 6 个月前

AMD CEO LISA SU HAS SAID THE WORLD NEEDS ANOTHER 100X MORE COMPUTE IN THE NEXT 4-5 YEARS She even coined a unit for where that leads: the yottaflop. That is 10 to the 24th power in flops, a one followed by 24 zeros, roughly 100 times more compute than exists today. Her answer to what all of it is for: today's models are already strong, but "it can get so much better." The use case she calls closest to home is writing software, where AI tools are already lifting developer productivity. "AI is really gonna be everywhere and it's really for everyone." Where she thinks we are: "still in the very early innings of really unlocking the power of AI."

AMD CEO LISA SU HAS SAID THE WORLD NEEDS ANOTHER 100X MORE COMPUTE IN THE NEXT 4-5 YEARS She even coined a unit for where that leads: the yottaflop. That is 10 to the 24th power in flops, a one followed by 24 zeros, roughly 100 times more compute than exists today. Her answer to what all of it is for: today's models are already strong, but "it can get so much better." The use case she calls closest to home is writing software, where AI tools are already lifting developer productivity. "AI is really gonna be everywhere and it's really for everyone." Where she thinks we are: "still in the very early innings of really unlocking the power of AI."

WOLF

213,484 次观看 • 1 个月前

Cyber defense is entering the superintelligence era. ⚡ Introducing the CrowdStrike Cyber Superintelligence Lab, the first frontier AI research organization built for cyberdefense and AI safety. The Lab delivers CrowdStrike SafeMind, a family of purpose-built security models and harnesses. SafeMind runs as one system designed to deliver AI safety: an offensive model that finds the attack path, a defensive model that closes it, and the harnesses that operate both in the same loop. Built using NVIDIA Nemotron open models and using CoreWeave’s AI Cloud for training and inference, SafeMind goes beyond AI that simply identifies threats, it defeats them. Learn more:

Cyber defense is entering the superintelligence era. ⚡ Introducing the CrowdStrike Cyber Superintelligence Lab, the first frontier AI research organization built for cyberdefense and AI safety. The Lab delivers CrowdStrike SafeMind, a family of purpose-built security models and harnesses. SafeMind runs as one system designed to deliver AI safety: an offensive model that finds the attack path, a defensive model that closes it, and the harnesses that operate both in the same loop. Built using NVIDIA Nemotron open models and using CoreWeave’s AI Cloud for training and inference, SafeMind goes beyond AI that simply identifies threats, it defeats them. Learn more:

CrowdStrike

57,939 次观看 • 13 天前

AI Residential Security Tyler Bosmeny Legacy home security companies are a $20B joke. Meanwhile, AI is already preventing crimes in office buildings–think facial recognition, loitering alerts, even virtual guards to yell at intruders. We think the first startup to bring mass-market AI to consumer home security can win the market and make everyone safer.

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Y Combinator

18,527 次观看 • 1 年前

Investors are getting exhausted with AI growth expectations. After the Marvell hype, the market started asking a different question: Not, “how big can this get?” But, “where is the proof?” At some point, the story has to turn into revenue, earnings, and execution. #TechStocks

Investors are getting exhausted with AI growth expectations. After the Marvell hype, the market started asking a different question: Not, “how big can this get?” But, “where is the proof?” At some point, the story has to turn into revenue, earnings, and execution. #TechStocks

Mark Tepper

13,012 次观看 • 2 个月前

This interview freaked me out. The security "AI"pocalypse is here. The founders of Arbaaz Mahmood and Matt Busigin, talk me through why security professionals are freaked out by AI and trying to prepare the world's businesses as fast as they can. Are we paying enough attention to security? The answer is no. Grok will tell you the rest of what we discussed in a reply below.

This interview freaked me out. The security "AI"pocalypse is here. The founders of Arbaaz Mahmood and Matt Busigin, talk me through why security professionals are freaked out by AI and trying to prepare the world's businesses as fast as they can. Are we paying enough attention to security? The answer is no. Grok will tell you the rest of what we discussed in a reply below.

Robert Scoble

39,365 次观看 • 6 个月前

The reason $PLTR has pulled back this year is that it has gone from being viewed as THE AI application winner to AN AI application winner which is a one-letter shift that has completely changed how the market values the stock. At its peak, investors paid nearly 200x earnings because Palantir appeared to be the only public software company clearly converting AI demand into accelerating fundamentals. That multiple has since compressed toward 80x as $SNOW, $DDOG, $MSFT and Databricks prove enterprise AI will have multiple winners.

The reason $PLTR has pulled back this year is that it has gone from being viewed as THE AI application winner to AN AI application winner which is a one-letter shift that has completely changed how the market values the stock. At its peak, investors paid nearly 200x earnings because Palantir appeared to be the only public software company clearly converting AI demand into accelerating fundamentals. That multiple has since compressed toward 80x as $SNOW, $DDOG, $MSFT and Databricks prove enterprise AI will have multiple winners.

Shay Boloor

75,400 次观看 • 1 个月前

The Tesla Megapod trademark might be the most important filing nobody is talking about (Save this). Tesla wants to build a product that is basically a self contained AI computer in a box. You truck it somewhere, plug it into power, and it runs AI workloads. The reason this matters is that the AI industry has a problem because you can't build data centers fast enough. Getting land approved, getting power from the grid, getting zoning cleared, that process takes 3–5 years, and demand is moving much faster than that. US data center construction actually fell in 2025 for the first time in years, because developers kept hitting bureaucratic walls. Tesla's answer to that problem is simple. They already own thousands of Supercharger stations across the country and those stations already have land, power, and grid connections, all the hard stuff is done. The idea is to drop a Megapod at those sites and turn idle charging infrastructure into AI compute, almost overnight. What Jason, Chamath, and Friedberg were all circling around is that this drop a box on a concrete pad approach is already how serious companies are deploying AI compute right now. Vertiv and DUG Technology both ship GPU-packed containers that can go live in 90 days and Tesla would just be bringing that idea to a network it already owns. The opportunity is very real whether Tesla is the one to actually execute on it is still an open question.

The Tesla Megapod trademark might be the most important filing nobody is talking about (Save this). Tesla wants to build a product that is basically a self contained AI computer in a box. You truck it somewhere, plug it into power, and it runs AI workloads. The reason this matters is that the AI industry has a problem because you can't build data centers fast enough. Getting land approved, getting power from the grid, getting zoning cleared, that process takes 3–5 years, and demand is moving much faster than that. US data center construction actually fell in 2025 for the first time in years, because developers kept hitting bureaucratic walls. Tesla's answer to that problem is simple. They already own thousands of Supercharger stations across the country and those stations already have land, power, and grid connections, all the hard stuff is done. The idea is to drop a Megapod at those sites and turn idle charging infrastructure into AI compute, almost overnight. What Jason, Chamath, and Friedberg were all circling around is that this drop a box on a concrete pad approach is already how serious companies are deploying AI compute right now. Vertiv and DUG Technology both ship GPU-packed containers that can go live in 90 days and Tesla would just be bringing that idea to a network it already owns. The opportunity is very real whether Tesla is the one to actually execute on it is still an open question.

Milk Road AI

16,630 次观看 • 2 个月前

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Every major AI lab is spending billions on compute, and virtually all of it flows through Nvidia. The Blackwell architecture is sold out through 2027, margins are above 75%, and the data center segment alone is growing faster than most entire companies. I keep hearing that $NVDA is "priced in" but the earnings revisions keep going up, not down. At 25x forward earnings for a company growing revenue 90% YoY, this is still the safest AI bet in the market.

VirtualBacon

11,006 次观看 • 5 个月前

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🇺🇸 SOMETHING INSANE IS HAPPENING TO THE U.S. STOCK MARKET. $CISCO crashed 86% following the dot-com crisis because investors priced in perfection. $PLTR is the CISCO of 2026 and investors are pricing in perfection. They assume Palantir keeps growing fast, keeps expanding margin, keeps winning AI deals and so on. This has historically ended in a massive disaster. The same thing could happen to Palantir.

James🇺🇸

37,622 次观看 • 3 个月前

AI has started building its own successors. It's happening right now. Humans still kick most of it off, but the models are already training the next models, and each version builds a better version faster than the last. We know what happens when something gets an advantage and the substrate is there... it proliferates incredibly fast. Soon it just runs the whole process itself. People are still debating whether AI takes your job. That's not the question. You can't compete with this intelligence at all. Next to it the human is negative value, the slowest one in the room. And this is the slowest it will ever move again. It's about to run on its own, faster than we can conceive of, and nobody's prepared for that. Wonderful conversation as ever with Emad.

AI has started building its own successors. It's happening right now. Humans still kick most of it off, but the models are already training the next models, and each version builds a better version faster than the last. We know what happens when something gets an advantage and the substrate is there... it proliferates incredibly fast. Soon it just runs the whole process itself. People are still debating whether AI takes your job. That's not the question. You can't compete with this intelligence at all. Next to it the human is negative value, the slowest one in the room. And this is the slowest it will ever move again. It's about to run on its own, faster than we can conceive of, and nobody's prepared for that. Wonderful conversation as ever with Emad.

Raoul Pal

65,892 次观看 • 1 个月前

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🚨 According to Dan Ives, TESLA IS NOW MORE AN AI COMPANY THAN A CAR COMPANY 🏆 Here are the key takeaways from Ives regarding Tesla's strategic direction and future valuation after the Q1.2026 earnings release 🔥 📈 Earnings matter for tracking demand stabilization Investors still need to pay attention to earnings numbers because they indicate whether demand is stabilizing, particularly in key markets like China and Europe. "But you care because ultimately you need a stabilization of demand. I think they've seen that in spots like China, Europe, and that is important in terms of the course of the reality going forward." 🤖 Tesla's future valuation hinges on AI, not just cars Tesla should be viewed primarily as an AI, autonomous driving, and robotaxi company, which will be the primary driver for its next trillion-dollar valuation increase. "To get the incremental trillion dollars valuation, trillion and a half, it's going to be in AI. It's going to be really what I view—this is much more of an AI company, disruptive tech, than a car company." 🛣️ The timeline for "Physical AI" and a second-half ramp-up is crucial Along with Nvidia, Tesla is one of the top two "physical AI" investments in the market today. To turn the stock around, management needs to outline a realistic timeline for production and city rollouts for the second half of the year. "You look for physical AI, the two best physical AI plays in the market today are Nvidia and Tesla. But really right now, it's the path to actually start to see the ramp in the second half of the year. This is a very important conference call." 🛡️ The autonomous rollout is deliberately cautious While the rollout of autonomous features in cities has been slower than expected, this is an intentional and careful strategy to avoid safety issues as they ramp up city by city. "If you look, it's been slower than expected, but then that's also been carefully done because the last thing they want to do is ultimately have some issue. So you're seeing city by city them ramping." 🌎 Tesla is positioned to dominate the global autonomous market Tesla is expected to eventually command 80% of the world's autonomous market, starting with smaller city networks. Because of this, Dan expects the stock to significantly outperform over the next 3 to 6 months. "In my opinion, they're going to own 80% of the autonomous market in the world, but it's been talked about, it does all start with rolling it out, showing the physical AI play. It's been underperforming this year, but I believe if we sit here three, six months from now, it has actually significantly outperformed." 🚀 A potential merger with SpaceX is on the horizon A major "golden goose" for investors is the expectation that Tesla could merge with SpaceX within the next year, creating a broader trend for investors to capitalize on. "It's our view that in the next year Tesla eventually merges with SpaceX, and this is just an important dynamic as it plays out. I think that's sort of part of the golden goose for us as investors start to play this broader trend."

Ming

11,605 次观看 • 4 个月前

CrowdStrike internally refers to the new threat of AI agents as 'the rise of the agent state,' says George Kurtz. And that the 'aha' moment for CrowdStrike around the HuggingFace attack was that the frontier AI that accomplished the hack was available to the 'attackers' but not the defenders. "The limitation for these attacks is really going to come down to compute and cost. Because the knowledge has now been democratized, whether it's a hacktivist, an e-crime actor, a nation-state — they're all now equivalent because of agentic technology." "We call it the rise of the agent state. Post-nation-state. The apex predator is now the agent state." "What's really interesting is that when you go back to HuggingFace, when you look at what these agents were capable of doing, and just how sophisticated they were, with note-taking and communicating and maybe working as part of a collective, it's incredible." "But the thing that I really called out in my keynote [today] was, that's all groundbreaking, but really, what was the 'aha' moment?" "The 'aha' moment was the same incredible frontier-caliber AI was available to the adversary — in this particular case, it was trying to pass a test — but it wasn't available for the defenders."

CrowdStrike internally refers to the new threat of AI agents as 'the rise of the agent state,' says George Kurtz. And that the 'aha' moment for CrowdStrike around the HuggingFace attack was that the frontier AI that accomplished the hack was available to the 'attackers' but not the defenders. "The limitation for these attacks is really going to come down to compute and cost. Because the knowledge has now been democratized, whether it's a hacktivist, an e-crime actor, a nation-state — they're all now equivalent because of agentic technology." "We call it the rise of the agent state. Post-nation-state. The apex predator is now the agent state." "What's really interesting is that when you go back to HuggingFace, when you look at what these agents were capable of doing, and just how sophisticated they were, with note-taking and communicating and maybe working as part of a collective, it's incredible." "But the thing that I really called out in my keynote [today] was, that's all groundbreaking, but really, what was the 'aha' moment?" "The 'aha' moment was the same incredible frontier-caliber AI was available to the adversary — in this particular case, it was trying to pass a test — but it wasn't available for the defenders."

TBPN

25,536 次观看 • 13 天前

The CLARITY Act is a must-pass because crypto cannot operate under rules that were never written for it. Congress needs to clearly define when a digital asset is a security and when it is a commodity, give innovators certainty to build in America, and give regulators clear authority to go after fraud and market manipulation.

The CLARITY Act is a must-pass because crypto cannot operate under rules that were never written for it. Congress needs to clearly define when a digital asset is a security and when it is a commodity, give innovators certainty to build in America, and give regulators clear authority to go after fraud and market manipulation.

Rep. Warren Davidson

26,382 次观看 • 17 天前