Twann
@TwannsWorld
Tech
Incredible stuff here
Sometimes a mother’s “spidey sense” is better than industry analysts’ opinions. $SRPT (from a year ago)
You guys writing this down?
Something big just happened in the stock market. And if you're like most people, you probably missed it. It's called a "golden cross"—sounds fancy, but it's simple. Last time it happened? People made 86% on their money. Here's what's happening:
Nice call on large M&A on the hound @BucknSF Don’t think $1B on cloud security start up that’s 3 years old is very comforting to their existing security portfolio
The issue with looking at revenue * 4 on a quarterly basis is it doesn’t capture seasonality. Better to look at LTM NNARR & the y/y growth on a rolling basis. You see the acceleration in 23 driven by pro plus & those close would have spotted this inflection going into 2Q
ServiceNow with an inflection in YoY growth in quarterly net new ARR added $NOW
Psychology Question: Is it better to leave an interview feeling uncertain or leaving knowing you bombed it
It’s only going to get louder and louder. Clear catalyst path over next 90 days.
Contact works at Thermo Fisher Scientific. Pretty positive on $MDB as leading No-SQL database, and using their vector products for AI. Expects core MDB growth of 20-30% going forward, and potentially 30-45% w/ AI contribution. Highlights -Enterprise apps use ORCL while most…
Gartner is slop to help you justify a fake TAM on stocks where u like the chart and it has the special thematic key words of the month
One of best friends had a craniotomy done yesterday & holy shit modern day medicine is no short of a miracle. I for one cannot wait AI to make its way in there.
You belittle people you, for that people should unsubscribe.
One thousand percent. It’s also understated how important it is to have people around you to help build the path. It wasn’t until I transferred to a better school that made realize. Happened again when I entered the workforce. Will happen again with friends who had kids first
biggest lie the world tells you is that everything will just work out it’s a feel good phrase that removes accountability of your actions from consequences and results no matter what you do, you expect things to just work out i am here to tell you that this is absolutely false…
Twann’s home ownership & landlord era is about to commence. Offer approved pending inspection let’s get excited
Larry still uses a Yahoo email & gets mad at me when shit doesn’t go through