Golden Lake Partners

Dissecting companies in infrastructure tech, cybersecurity, vertical & design sftwre @

[Golden Lake Partners @GoldenLacLLC]

Believe retail investors & dumb "pro" money think AI revenue will show across software. Completely disagree. Many names up dd % today still have a long way to go, to name a few : $GTLB , $MDB , $HUBS , $WDAY

big mistake to mix these with $DDOG, $SNOW or even $FIG

[Golden Lake Partners @GoldenLacLLC]

@YellowCatCap Don't be stupid and twist what I said. All I'm saying is $SNOW and $DDOG are better investments than $MDB at this time

What i'm not saying is $MDB is a shit stock to own which is what you are insinuating here

[Golden Lake Partners @GoldenLacLLC]

$MDB - the numbers don't show AI uptick and an Anthropic engineer says postgres is the default DB for AI natives not Mongo but you are still buying $MDB and hoping AI revs show up like $DDOG & $SNOW lol

[Golden Lake Partners @GoldenLacLLC]

Believe retail investors & dumb "pro" money think AI revenue will show across software. Completely disagree. Many names up dd % today still have a long way to go, to name a few : $GTLB , $MDB , $HUBS , $WDAY

big mistake to mix these with $DDOG, $SNOW or even $FIG

[Golden Lake Partners @GoldenLacLLC]

@_inpractise As more and more companies adopt AI and its costs skyrocket, companies will lay people off to protect operating margins. Bulk of $WDAY biz is selling seats, when those seats go down $WDAY will feel the heat but only at renewals

That's been the story since peak seats in 2022

[Golden Lake Partners @GoldenLacLLC]

@s_nav123 Could be but why does most outperformance for the past quarters come from EA and not Atlas ? Weird when you know that startups (AI and non AI) all adopt stuff only in the cloud

Thousands of ai startups created but Atlas is not inflecting means very few of them use Atlas

[Golden Lake Partners @GoldenLacLLC]

@riddle245 @s_nav123 That s OAI, how many AI startups or even just companies have the same scale as OAI ?

Plus given the vast majority of their infra is in Azure, makes all the sense in world to adopt $MSFT database and benefit from bundled offering

[Golden Lake Partners @GoldenLacLLC]

@HowToAI_ What you should know is that Cuda is so entrenched that there's droves of technical documents that you can train your AI on not the case for ROCm. This just reinforces CUDA usage even more and make Nvidia sell more gpus

[Golden Lake Partners @GoldenLacLLC]

@bennystonks rev rec for Duo is: if you contract 100 for 1 year and consume all of it in Q1, the rev rec will show 25 for each of the next four quarters

[Golden Lake Partners @GoldenLacLLC]

Believe retail investors & dumb "pro" money think AI revenue will show across software. Completely disagree. Many names up dd % today still have a long way to go, to name a few : $GTLB , $MDB , $HUBS , $WDAY

big mistake to mix these with $DDOG, $SNOW or even $FIG

[Golden Lake Partners @GoldenLacLLC]

@s_nav123 with all due respect, one of the worst analysts out there on the street. she had a sell rating for Datadog when it was at 99... go figure

[Golden Lake Partners @GoldenLacLLC]

@EventDrivenEddy Exactly, they are unchanged while others as generating revenue & profit from new streams and thus are incrementally better. What is revenue and profit if not fundamentals ?

[Golden Lake Partners @GoldenLacLLC]

@EventDrivenEddy Because fundamentals matter and i'd rather invest in proven ai beneficiaries within software like $DDOG and $SNOW than companies decelerating hard, where c suite are leaving in droves and that promise me revenue reacceleration 2 years from now like $GLTB & $HUBS

[Golden Lake Partners @GoldenLacLLC]

@s_nav123 Atlas could accelerate but in callback mmgt dismissed the idea of big beats on Atlas and said most of beats would stem from EA. Tells me there isn't any real AI torque yet (focus on yet) so in the mean time I'd rather own a proven story like $DDOG than a show me one

[Golden Lake Partners @GoldenLacLLC]

@akramsrazor AI revenue is any revenue associated with AI products such as Duo for $GTLB or Breeze for $HUBS

[Golden Lake Partners @GoldenLacLLC]

@CAronitpereira Top 3 best books I ever read on investing was Pulak Prasad's "What I learned about investing from Darwin"

[Golden Lake Partners @GoldenLacLLC]

$CRWD has been the go to cybersec partner of $CRWV since 2023 and has just signed a monster deal with nebius in March 2026

[Golden Lake Partners @GoldenLacLLC]

Street is oversizing $PANW/FTNT's AI DC TAM. Hyperscalers & neoclouds use Cilium/eBPF on $NVDA DPUs for east-west — not commercial firewalls. $CRWD gets the endpoint budget. PANW/ $FTNT real AI opp is enterprise on-prem AI. Real but far narrower than the narrative

[Golden Lake Partners @GoldenLacLLC]

@StockMarketNerd Lower guide for turbotax for the year is bad and unexpected

[Golden Lake Partners @GoldenLacLLC]

@MRatable Take SBC into account and you'll see their margins be at -50%...

[Golden Lake Partners @GoldenLacLLC]

@SharogradskyM tesla, byd and sungrow are all customers, co is family owned and led, CEO has 50% ownership

A great company poised to win big without AI, with AI the sky is the limit