Tomasz M. Tomkowicz

Data Scientific Value Investor - applying data-driven strategies in retail, energy, heath, finance and tech. Opinions expressed are solely my own.

[Tomasz M. Tomkowicz @TTomkowicz]

If $CRWD is linked to $MSFT and MSFT major code repo and DevOps support is with GitHub, will major investment go to $GTLB as alternatives must be found, new code repo for companies and reliability patterns must emerge.

[Matt Caruso, CFA, CMT @Trader_mcaruso]

Interesting to see $ONON ignoring the massive weakness in $NKE. Maybe it's not so much a slowing sports apparel market, but poor $NKE management?

[Tomasz M. Tomkowicz @TTomkowicz]

SentinelOne CEO on Q1: Pleased with performance but software buying habi... https://t.co/ZQJMwyiahG via @YouTube

[Tomasz M. Tomkowicz @TTomkowicz]

Liquidity position represents 47% of $CHPT's market cap and means just over four quarters of cash runway against a trailing 12-month free cash burn of $344 million: https://t.co/rynxIsjQmf

[Tomasz M. Tomkowicz @TTomkowicz]

ELON, INC., 2023
Musk’s achievements and antics make for great copy, but they’re increasingly shaping the world. What better way than a weekly podcast to capture this conversation? Subscribe wherever you listen! https://t.co/fNfFcklpcs

[Tomasz M. Tomkowicz @TTomkowicz]

$STEM, $RUN, $NOVA, $TSLA short sellers are winners now: article was already in 2016: https://t.co/mKQY1jumVB

[Tomasz M. Tomkowicz @TTomkowicz]

It is clear now: https://t.co/mKQY1jumVB

[TESLA CARS ONLY⚡️ @teslacarsonly]

TESLA CARES ABOUT THE PHYSICALLY IMPAIRED PEOPLE.

[Tomasz M. Tomkowicz @TTomkowicz]

$ETSY, ......seeing advancements in large language AI models be a solution to improve search effectiveness, customer frequency, and sales conversions.....https://t.co/soxM8jpRPr

[Tomasz M. Tomkowicz @TTomkowicz]

$AI and $UPST and $LMND and $CVNA short squeezed stocks already - not yet $STEM, or maybe will also be $CHPT: https://t.co/TwpjoP1ANO

[Tomasz M. Tomkowicz @TTomkowicz]

Upwork Launches New Generative AI Tools and Services Hub, Creating Central Destination for Skilled AI Talent and Work $UPWK https://t.co/u8aEUwYJgz via @Benzinga

[Tomasz M. Tomkowicz @TTomkowicz]

Will $AWS and $STEM capitalize on AI Boom - https://t.co/yQZcGgnrLz?

[Tomasz M. Tomkowicz @TTomkowicz]

AI-driven energy storage firm Stem Inc will deliver 40MW of battery storage projects in ERCOT, Texas, for independent power producer REX, the first of US$400 million the new firm plans to procure. https://t.co/CJxgofgj24

[Elon Musk @elonmusk]

@TitterDaily Yeah, generally correct.

Titter was trending to lose ~$3B/year (revenue drop of ~$1.5B + debt servicing of ~$1.5B) and had $1B in cash, so only 4 months of money. Extremely dire situation.

Now that advertisers are returning, it looks like we will break even in Q2.

[Tomasz M. Tomkowicz @TTomkowicz]

$STEM McKinsey rated global leaders ...and Stem's AI/ML for solar/battery charge/discharge events rates absolute top segment with the best of company...Google, Microsoft,

[Tomasz M. Tomkowicz @TTomkowicz]

Interactive Brokers adds new research providers to IBKR platform https://t.co/8UXtDqJMSl

[TipRanks @TipRanks]

Jefferies Says Now Is the Right Time to Buy Natural Gas Stocks; Here Are 2 Names to Consider https://t.co/Mxt7GSOTcz $AR $EQT

[Tomasz M. Tomkowicz @TTomkowicz]

Europe needs now asap: https://t.co/UF8UWsd1aq

[Tomasz M. Tomkowicz @TTomkowicz]

Open Source’s Strengths During A Global Crisis And How To Fully Leverage Them via @forbes https://t.co/RC3Ikd5jlx

[Tomasz M. Tomkowicz @TTomkowicz]

Biden administration to develop a modern-day "Marshall Plan" to boost domestic energy. Dimon also pushed for investments in technologies like hydrogen power and carbon capture.https://t.co/9FvncihnDI via @Yahoo