Cloud Developer

Christ follower. Husband and dad. CTO building cloud software. Amateur investor looking for quality companies that compound over long time periods.

[Cloud Developer @CloudCompounder]

Investment Process:
-Build a portfolio of 10-15 high quality companies with a focus on long-term (decade+) durable growth
-Focus on 3-5 of best industries for diversification. Also helps with biz cycles (Tech, Semis, Comm., Cons. Disc, Industrials, Finance, Healthcare good hist.)

[Cloud Developer @CloudCompounder]

All is fun and games until your 5 year old sees this and won't go back to the ballpark. Don't ask me how I know 😂

[Massimo @Rainmaker1973]

Every mascot needs an innocent cheerleader in their nutritional diet.

[Cloud Developer @CloudCompounder]

@NoHypeInvesting I’m looking into:
$MA
$SPGI
$ISRG
$CSU

Seems to be quite a few of these out there that are pretty reasonable now

[Cloud Developer @CloudCompounder]

Doing a bit of trimming of the winners today. Lot of compounders in the dumps right now providing good value. I'm sure we will have some bumps in the road on the AI trade in the coming months as well that should provide some good buying opportunities

[Cloud Developer @CloudCompounder]

Must be the end for $MU. The CEO sold a few % of his stockpile after 10x in a year 😂

[Barchart @Barchart]

Micron Insider Trading Alert 🚨

Chair & CEO Sanjay Mehrotra sold $38.4 million worth of $MU shares

[Cloud Developer @CloudCompounder]

Not something I typically do but selling $DHR and $MA for AI beneficiaries was the right move earlier this year. Looking at about a 60-70% spread at this point

[Cloud Developer @CloudCompounder]

$MSFT with some nice announcements at Build yesterday. The models themselves aren't all that interesting but I think Microsoft Frontier Tuning could be big if they can execute. There is a huge opportunity here and it's currently underserved IMO.

[Cloud Developer @CloudCompounder]

$META is the best Neocloud and nobody knows it yet

[Cloud Developer @CloudCompounder]

When a self-driving car gets pulled over, who gets the ticket?

[Cloud Developer @CloudCompounder]

Looks like a few more kinks to work out before we are ready to go full autonomous driving. Another reason why this AI talk is still very early:
https://t.co/DjUeX88rlZ

[Cloud Developer @CloudCompounder]

Port is clicking on all cylinders now. Market starting to catch on to what a world of Agents will look like:
$NET $MU $NVDA $ASML $TSM $P will all be major beneficiaries.

Enterprise\Vert software will be best positioned to take advantage of these agents: $CSU.TO $TOI.V $MSFT

[Cloud Developer @CloudCompounder]

Looks like a few more kinks to work out before we are ready to go full autonomous driving. Another reason why this AI talk is still very early:
https://t.co/DjUeX88rlZ

[Cloud Developer @CloudCompounder]

I guess the pullback was shortlived on Everpure $P. Glad I was able to scoop up some yesterday while it lasted...

[Cloud Developer @CloudCompounder]

Nice gift on $P pullback today. Should be well positioned in the coming months and years as an AI storage compounder. Confirmed what I was looking for as they gain share in a huge and growing market.

[Cloud Developer @CloudCompounder]

@emmitonair Early 2000s were stacked. Wallace, Sabonis, Staudamire, Pippen, Steve Smith, Bonzi Wells...

[Cloud Developer @CloudCompounder]

Nice gift on $P pullback today. Should be well positioned in the coming months and years as an AI storage compounder. Confirmed what I was looking for as they gain share in a huge and growing market.

[Cloud Developer @CloudCompounder]

Down days for $MU are when it's only up 1-2%

[Cloud Developer @CloudCompounder]

@investafter40 Yeah, although hard to find anything that I like more than semis given where we are with AI. We've barely scratched the surface with where we are headed...

[Cloud Developer @CloudCompounder]

Another day, another moon shot from $MU. Wow!

[Cloud Developer @CloudCompounder]

Find the picks and shovels in the gold rush and then bet heavily. Simple as that...
$NVDA $TSM $MU $ASML

[Cloud Developer @CloudCompounder]

@wil_da_beast630 Everything is a miracle or nothing is a miracle. You decide

[Cloud Developer @CloudCompounder]

$MU has completely taken over the portfolio at this point. Never experienced anything like 9-10x in a year or so but here we are.

[Cloud Developer @CloudCompounder]

Nice to see $P Everpure rallying a bit today. Been adding over the last few months and think they’re well positioned as AI workloads accelerate the shift toward flash-first storage architectures in the data center.