Dominik Maier

25yrs old marketing student 🤓| longterm Investor in tech stocks and crypto | Biggest holdings: $TSLA $NVDA $NET

[Dominik Maier @149Dominik]

Portfolio Update October Edition:

Top 10 (73 %)

$TSLA $NVDA $NET $SNOW $CRWD $DDOG $ZS $TEAM $BILL $MDB

Rest (27 %)

$CFLT $SQ $TTD $PLTR $U $GOOGL

[Kaushik @WisemanCap]

$BILL Citi

[Kaushik @WisemanCap]

$DDOG BTIG - Weakening Observability Checks

[Kaushik @WisemanCap]

Few of my favs under followed here @anandragn @Don7Himanshu @dixit1978 @dlyhero @AlokBand @VikBht @ibuybajaj @vjvuppala @akhentravel @ashwinibirla @KrisPatel99

I need to add more next time!

😊🙏

[Puru Saxena @saxena_puru]

Portfolio snapshot -

Long - $ADYEY $CFLT $CRWD $DDOG $GLBE $GTLB $LILM $MBLY $MELI $NET $NU $ONON $S $SNOW $SOFI $TOST $TSLA $ZI $ZS #ZB_F

Short - #ES_F #NQ_F

The above names have already declined 70-90% and I'm scaling in.

Index shorts + long #ZB_F are recession hedges.

[Puru Saxena @saxena_puru]

Confluent operating results -

Revenue +41%YoY
Cloud revenue +102%YoY
RPO +48%YoY
$ based net-retention rate just under 130%
2023 revenue guidance --> ~30%YoY

2023 revenue guidance is impressive given macro!

I'm long $CFLT

[Kaushik @WisemanCap]

$MSFT $AMZN RBC

Microsoft Q2 revenue is expected to rise 2.5% to $53B, the slowest increase in six years. Azure is set to grow 31% in the December quarter.

Amazon Q4 revenue is expected to rise 5.8% to $145.40B. AWS is expected to post a 24% increase in sales in the qtr.

[Nick Grous @GrousARK]

I gave ChatGPT some simple stats on two NFL teams.

Team A (Eagles) and Team B (Giants).

ChatGPT believes the Eagles will win 25-17. The Eagles are currently favored by 7.5 points.

.... It also likes the Bengals by 18 points and the 49ers by 25 points. 🙃

[Nick Grous @GrousARK]

ChatGPT went 3 for 3 in the divisional round.

It also got the Bills Bengal's game nearly perfect.

[Kaushik @WisemanCap]

$TSLA san see 50%+ growth in 2023 - Piper Sandler bullish despite price cuts

“investors should be proactively buying TSLA.”

[Sundar Pichai @sundarpichai]

Summary of great research progress on #GoogleAI, including language models, computer vision, multimodal models, generative ML. We're building it all into current and upcoming products + APIs, look forward to sharing more with everyone soon. Stay tuned!
https://t.co/bGzLSfxZ0A

[Elon Musk @elonmusk]

Great work by Tesla Team!

[Kaushik @WisemanCap]

Don’t be confused by an ongoing rally in U.S. equities as bear markets are “designed to confuse investors and take their money" - Morgan Stanley's Wilson doubles down on his view that S&P 500 will see new lows

[Kaushik @WisemanCap]

$CRWD CrowdStrike Adds Former SentinelOne Executives to the Leadership Team

https://t.co/0hAhYmOgZR

[*Walter Bloomberg @DeItaone]

"We see inflation coming down to about 3% by the end of 2023, and to about 2% by the end of 2024," Morgan Stanley economist says at the 2023 National Retail Federation's event. "We don't see the Fed considering reducing rates until the US reaches that 3% inflation range" she says

[LiveSquawk @LiveSquawk]

$AAPL | Apple Postpones AR Glasses, Plans Cheaper Mixed-Reality Headset - BBG https://t.co/dsieQ2QyRi

[Bill 'Latency Lord' Brennan @davey_juice]

Excerpt from Slootman interview on relationship w AWS. $snow

AWS partner for a decade now
Win win partnership with hundreds of wins helped by AWS in 2021 ($1.2b in co-sell) and Slootman saying “this year that # will be much larger”
Investing together in certain areas w AWS

[Bill 'Latency Lord' Brennan @davey_juice]

$snow data sharing broken down a bit simplistically. This is pretty game changing and you have to be a snowflake customer to send data. Companies have so much data, what a great biz to create a market place for monetizing info or simply using it to share with partners. Sticky.

[Jeff Boichuk @jeffboichuk]

Total views of tweets posted in the last 30 days by automakers that sold at least 10k cars in the U.S. in 2022:

@Tesla 275.6M
@BMW 4.34M
@Dodge 1.74M
@Ford .93M
@Jeep .84M
@MazdaUSA .5M
@Honda .39M
@Chrysler .23M
@Kia .17M
@VW .05M

https://t.co/hvWsaGb4DF

[Elon Musk @elonmusk]

Companies in general are missing the incredible opportunity that Twitter provides to reach customers.

Just Tweet interesting things! That’s all it takes.

[Elon Musk @elonmusk]

@TikTokInvestors Are these real? This video implies people physically show up to work.