Anand Khatri

Technology leader, Cloud Engineering leader, Cloud Security, Investor, @stockscurrent, posts are not investing advice and do your homework.

[Anand Khatri @anandkhatri]

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[Anand Khatri @anandkhatri]

I feel like $UBER will make some kind of partnership with Tesla $TSLA and put Robotaxi fleet on the Uber platform. That will be win-win outcome for all.

Uber platform will expand, tesla will get its share from expanding to other platforms. Uber customers will have better experience. Uber Robotaxi fleet will be still minor percentage of overall fleet so drivers will be needed.

[Anand Khatri @anandkhatri]

The results of this poll are out, and they're fascinating. It aligns with my viewpoint. For now, I am with "None," but in a pick-or-die situation, I'll choose SpaceX over others.

I understand that the subset is quite small, but it appears to be knowledgeable and experienced.

[Anand Khatri @anandkhatri]

Anthropic may launch its S1 sometime next week for IPO in September, October at ~$2 trillion valuation.

$2 trillion valuation, will you choose to invest in which company?

[Anand Khatri @anandkhatri]

@jaygoldberg Interesting!

[Anand Khatri @anandkhatri]

@The_AI_Investor Life changing definition is subjective, $GOOGL surely fall in that bucket. Your investing journey may started late, $GOOGL is life changing return for many more people.

[Anand Khatri @anandkhatri]

Anthropic may launch its S1 sometime next week for IPO in September, October at ~$2 trillion valuation.

$2 trillion valuation, will you choose to invest in which company?

[Anand Khatri @anandkhatri]

@premium something is not right. All my premium features work on web app. None of those work on the mobile app, mobile app it asking me to signup? Why?

[Anand Khatri @anandkhatri]

I still remember in March 2016 Tesla launched form where you can reserve model3 with $1000 deposit, which was fully refundable.

10 years later

$TSLA launched form that you can fill out if you are interested in purchasing a fleet of Cybercabs at no cost.
https://t.co/88Lty7ldWM

[Anand Khatri @anandkhatri]

@JRogrow Spotify: https://t.co/q0L4VqSbEi

[Anand Khatri @anandkhatri]

Days like today in the market feel crazy and like macro doesn't matter.

The S&P is up more than 1% on a day when oil makes a 3-month high,

As an investor, it feels like either a trap or the market saying it doesn’t care about rate hikes.

@JRogrow, one of the sharp investors, sat down with Dr. Ed Yardeni, who shared his thoughts on the U.S. economy, interest rates, and more. Link 👇

[Nic Cruz Patane @niccruzpatane]

Thursday, September 3, 2026.

The day the steering wheel went away.

[NVIDIA AI @NVIDIAAI]

Can a security defense catch an attack it hasn’t seen before?

We teamed with @CrowdStrike to evaluate an offensive-defensive system built on its SafeMind agentic system, where AI agents simulate controlled attacks, turn telemetry into detection rules, then test them against new attack paths.

Here’s how it works 🧵

[Anand Khatri @anandkhatri]

In February this year, $CRWD was sold off on the Anthropic launch of Claude Code security. CrowdStrike was bottomed around $87/share.

In just 7 months,

CrowdStrike bringing the Falcon platform to the Claude Marketplace.

Bringing Charlotte AI to Claude:
Build custom agents in minutes, put agents to work directly from Claude, and scale expertise with enterprise control.

Read that again. The company Wall Street thought Anthropic would disrupt is now reaching Anthropic's entire user base through its marketplace. The feared competitor became a customer acquisition funnel.

If you understood the CrowdStrike business and what actually does versus what a headline said it does, your investing outcome would likely be different. That is why it is important to understand the company and industry from the foundation layer.

[Anand Khatri @anandkhatri]

Worth reading it. Thank you for sharing

[Long Equity @long_equity]

Texas Instruments $TXN is an oustanding semiconductor business focused on free cash flow growth. No wonder they consistenly beat the S&P 500.

Here's what investors can learn from their Capital Management Presentation 👇

[Anand Khatri @anandkhatri]

Palo Alto $PANW CEO Nikesh Arora believes AI is driving a $1T upgrade in Cybersecurity Infrastructure

$NVDA CEO Jensen Huang said, Cyber defense is going to be one of the most compute-hungry uses of AI, because the contest is now agent versus agent.

in case you missed it read CrowdStrike $CRWD Fal.con 2026 important updates
https://t.co/FcA2x0rkq2

[Anand Khatri @anandkhatri]

CrowdStrike spent Day 1 of Fal.Con trying to own AI where it actually executes. https://t.co/7TesZ0Hdcr

[Anand Khatri @anandkhatri]

$CRWD is expanding its partnership with OpenAI to secure Codex agents and bring GPT-5.6 Cyber into the Falcon platform.

By securing AI agents at the point of execution and bringing advanced cyber reasoning to the Falcon platform - Important for AI adoption.

[Anand Khatri @anandkhatri]

@techfusionjb Exactly the reason for agentic era, it’s important to have security agents who can analyze, contain and stop the breaches, provides runtime protection rather than staring at prompts and policies in the middle of night.

[Anand Khatri @anandkhatri]

CrowdStrike spent Day 1 of Fal.Con trying to own AI where it actually executes. https://t.co/7TesZ0Hdcr

[Anand Khatri @anandkhatri]

$NVDA CEO Jensen Huang at Falcon 2026 Keynote:
You are (CrowdStrike $CRWD ) my number #1 Cybersecurity partner.

[Anand Khatri @anandkhatri]

$CRWD kicked off Falcon 2026 event today and announcements are keep coming.

Announced Falcon Guardian, the new AI Detection and Response (AIDR) solution delivering complete visibility and runtime enforcement from the endpoint, where AI agents execute and across the enterprise.

George Kurtz, CEO and founder of CrowdStrike. “AI hasn’t changed the attack, it has changed its speed. Governance alone can’t stop an agent already in motion. Falcon Guardian turns policy into protection, stopping threats where AI agents execute and before they can cause harm.”

It is important to secure the enterprise companies.

[Anand Khatri @anandkhatri]

$CRWD kicked off Falcon 2026 event today and announcements are keep coming.

Announced Falcon Guardian, the new AI Detection and Response (AIDR) solution delivering complete visibility and runtime enforcement from the endpoint, where AI agents execute and across the enterprise.

George Kurtz, CEO and founder of CrowdStrike. “AI hasn’t changed the attack, it has changed its speed. Governance alone can’t stop an agent already in motion. Falcon Guardian turns policy into protection, stopping threats where AI agents execute and before they can cause harm.”

It is important to secure the enterprise companies.