ExpansionVC

A Next Generation VC

[Ripster @ripster47]

$TSLA
For 3 hours, they are burning all Calls and Puts
And Pinned it under 252 big sell wall!
Where we going from here?

[Ripster @ripster47]

$SMCI
Rosenblatt analyst Hans Mosesmann raised the price target on the Super Micro Computer (NASDAQ: SMCI) to $1,300 from $700, citing “continued momentum in AI computing.”

“Key to the story is for investors to consider that the company is benefiting not only from secular AI growth (over 50% CAGR over next several years), but material share gains,” Mosesmann wrote in a Monday note.

“We anticipate these gains to reach double digits in the next couple of years, up from the current mid-single digits, with a particular focus on enterprise,” he added.

The analyst pointed out that the integration of liquid cooling technology is a pivotal factor in the expansion of cloud capabilities for AI, viewing it as a significant catalyst for hyper-scale engagement.

Traditional Original Design Manufacturers (ODMs) in Asia and conventional server Original Equipment Manufacturers (OEMs) are not well-positioned to quickly adapt to the diverse and fast-evolving demands for compute rack-level configurations in the rapidly growing AI sector.

“We stress, if Supermicro can gain share in the rather stagnant Xeon general purpose shifts in over a decade with their U.S. based centric manufacturing, imagine chaos in timelines, liquid cooling (all in the U.S.), and significant portfolio coverage,” Mosesmann said.

SMCI shares fell over 1% in premarket trading Tuesday.

[ExpansionVC @ExpansionVC]

Potential Sublease Midtown NYC.... message me for more details. https://t.co/z8qSPWgyBr

[Carta @cartainc]

Equity ownership is one of the most powerful forms of wealth creation—and more companies than ever are offering it to employees as compensation. But learning how it works hasn’t been easy. Until now.

Equity 101 is a free course on the basics of equity: https://t.co/AKIsOQVv8L

[ExpansionVC @ExpansionVC]

We are thrilled to participate alongside #TigerGlobal ⁦@greycroftvc⁩ ⁦⁦@ycombinator⁩. We are excited to continue our growth into #africantech markets ⁦@investbamboo⁩ ⁦@talamobile⁩ ⁦⁦@JabuLogistics⁩ #startup #fintech #VC https://t.co/s3LSyc4t7i

[ExpansionVC @ExpansionVC]

EVC is hiring in NYC. #job #nyc #JobPosting #hiring https://t.co/Yc2pDn6ItK

[Dr. Manu Kumar 👋🏽 @ManuKumar]

I’ve been investing through @K9Ventures for ~12 years now since 2009. It’s been over 48 investments and every time I’m approving the wire for a new investment I’m still a bit afraid/stressed out. 😰

Here is hoping that that feeling never goes away. It keeps me grounded and real.

[ExpansionVC @ExpansionVC]

Congrats to Mulberry Technology on their $22m Series B led by Commerce Ventures! They’re flipping the product protection world on its head by putting consumers first. Check out the news and their new Chrome extension: https://t.co/uBDngRvHt9

[ExpansionVC @ExpansionVC]

@Bear Flag Robotics https://t.co/l8TJGiv3dV

[Nolan Church @NolanChurch]

It’s painful when the perfect candidate declines your offer.

I’ve helped 3 founders close critical hires in the last 48 hours. Here’s the closing advice I give after recruiting 2k+ people at @DoorDash and @cartainc 👇

[Nolan Church @NolanChurch]

Recruiting is the biggest challenge for early-stage companies.

I led Recruiting @DoorDash from 50 -> 800+ employees. Here's how we built a world-class team before DoorDash was mainstream 👇👇👇

[Yieldstreet @Yieldstreet]

Big thank you to @Nasdaq on our congratulatory message in Times Square this morning! Explore how we’re advancing fintech forward here: https://t.co/LzE5dnZJZW
#fintech #finance #invest #alts #income #innovate #innovation #investors

[ExpansionVC @ExpansionVC]

Congrats ⁦@Yieldstreet⁩ ⁦@MilindMehere⁩ ⁦@WeiszM⁩ you guys have done and incredible job!! Yieldstreet raises $100M as it mulls going public via SPAC, eyes acquisitions | TechCrunch https://t.co/iRqOtYFO8g

[ExpansionVC @ExpansionVC]

https://t.co/iwWdQC40T8

[Carta @cartainc]

How do you determine comp for your first 5 hires? Your next 100? Do you need a new equity refresh model? How do you compensate your team now that they're in different locations?

We built Carta Total Comp to help you answer these questions & more. https://t.co/zV8HQIxvIm

[ExpansionVC @ExpansionVC]

Excited to be an investor to the new @BackerTeam! They are here to revolutionize how Americans save money, beginning with an easy and social way to set up 529 accounts and have family and friends contribute. https://t.co/elJ7UpuAEN

[ExpansionVC @ExpansionVC]

Proud to be an investor to the new @BackerTeam! They are here to revolutionize how Americans save money, beginning with an easy and social way to set up 529 accounts and have family and friends contribute.

[Jordan Lee @jordanglee]

Some big news to announce… CollegeBacker is now Backer at https://t.co/3SQA1yRuTM! In addition to rebranding, we’re excited to share that we’ve raised $8.4 million in funding to help us bring smart college savings to the masses. Read on for details.

[Nolan Church @NolanChurch]

the future of private market liquidity is finally here. congrats to @henrysward, @CKevers, @mikwu and all of my friends at @cartainc!!
https://t.co/QRcg0bWNfx

[ExpansionVC @ExpansionVC]

EVC is hiring in Miami! Feel free to reach out. https://t.co/T7FwD0ULKZ

[ExpansionVC @ExpansionVC]

@Latch is going Public! https://t.co/4ahdeA0XfU