Ander Soto

Swing Trader

Nothing here is financial advice

[Polymarket @Polymarket]

JUST IN: Verizon CEO says the company’s new AI customer service agents scored "1,280 basis points" higher on customer satisfaction than humans.

[Ander Soto @AnderJSoto]

Is Ai really in a bubble type scenario right now?

is hard to see a bubble when you have Jensen saying things like this

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang says he expects the memory shortage to last several more years.

HBM uses far more wafer capacity than regular DRAM and depends on advanced packaging so even $MU, Samsung and SK Hynix cannot fix supply just by adding more wafers.

[Ander Soto @AnderJSoto]

@ernestoyunes 🐐

[Ander Soto @AnderJSoto]

Still holding my $MSFT calls and shares .

[andrewdudum @AndrewDudum]

Today, we closed our acquisition of Eucalyptus, advancing our position as the world’s largest consumer health platform.

When @_Timdoyle and I first met, healthcare looked very different (and so did our lives - I was a first-time dad, still on paternity leave when we had our first lunch). Proactive healthcare still felt niche and the concept of direct-to-consumer access was misunderstood as a trend.

Five years later, the world has changed (and so has life – I’m now a dad to three boys, and Tim’s a father, too). People are no longer willing to navigate through arbitrary barriers for the simplest kinds of care. Healthcare innovators like drugmakers and diagnostic companies have realized connecting directly with individuals is the most powerful way to grow.

But what has stayed the same is how aligned Tim and I are on what the future of health can and should be. It’s simple, deeply personal, and built for everyday life. It became clear at the end of last year that the time has never been more right to come together.

Today, we’re operating as one company, focused on reaching millions of people around the world with a version of health that feels like a luxury, but doesn’t cost like one. Combining Eucalyptus’ local expertise with our scale means we can serve millions of people around the world and expand the network effects of the platform. We’ll become an everyday health companion and a partner to other healthcare innovators who want to build long-term relationships with their customers.

I told the entire team this morning: The most enduring consumer companies are the ones that create a completely new way of experiencing the most personal parts of our lives. My kids deserve a different version of health than I got. So do Tim’s. So do yours. That’s what we’re building at Hims & Hers and I can’t wait for the world to see what’s possible.

https://t.co/XIampqFSST

Read more here, including important footnotes and disclaimers: https://t.co/4A919nDjTO

[Ander Soto @AnderJSoto]

Aún mantengo mis acciones de $HIMS

Es la 2da posición más grande en mi cartera a un precio promedio de 36.55

Mi tesis es a largo plazo

[Hims House @himshouse]

$HIMS CEO Andrew Dudum:

"Our peptide manufacturing facility, which we acquired last year, gives us a fully verticalized U.S. supply chain."

"By bringing the API manufacturing domestic we can control far more of the process end to end, giving us advantages in quality and purity and reliability and ultimately, in brand trust."

[Ander Soto @AnderJSoto]

🎯

[Ander Soto @AnderJSoto]

Just made $MSFT my biggest position.

[Ander Soto @AnderJSoto]

$MSFT $NOW

Compré ambas acciones hace unas semanas luego de haberlo compartido por acá.

$MSFT tiene un 42% de apreciación (acá tengo acciones y contrato de opciones)

$NOW Tiene un 48% de apreciación

[Shay Boloor @StockSavvyShay]

The “SaaSpocalypse” narrative got overplayed and when everyone is positioned the same way and expectations are that low then better-than-feared earnings can be enough to spark a software rebound.

One-month performance:
• $SNOW +84%
• $DDOG +80%
• $CRWD +66%
• $PANW +58%
• $NOW +47%
• $MDB +37%
• $APP +37%
• $ORCL +34%
• $ZETA +30%

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows

He also highlighted $PLTR, $CRWD and $NOW as partners helping bring agents into production.

[Ander Soto @AnderJSoto]

I can see $NOW at the 150s

All we need is a change of narrative.

I bought shares at 88.87

Not financial advice.

[Ander Soto @AnderJSoto]

Almost at my 150 target in just a couple of weeks.

Already up 50%+ since I bought

$NOW

[Ander Soto @AnderJSoto]

I can see $NOW at the 150s

All we need is a change of narrative.

I bought shares at 88.87

Not financial advice.

[Ander Soto @AnderJSoto]

@alexisfs38 No le vamos a dejar na?

[Ander Soto @AnderJSoto]

@alexisfs38 Real

[Ander Soto @AnderJSoto]

$MSFT x $NVDA ??

[Windows @Windows]

A new era of PC.

25.0528, 121.5990

[Ander Soto @AnderJSoto]

Loaded up for Monday

[Evan @StockMKTNewz]

My portfolio is ready

See you Monday

[Shay Boloor @StockSavvyShay]

$MSFT is reportedly building a Copilot “super app” that brings coding, chat and other AI tools into one unified experience.

The goal is to turn Copilot from a collection of features into a central AI workspace across Microsoft’s ecosystem.

[Ander Soto @AnderJSoto]

Great Day

[Ander Soto @AnderJSoto]

I hope you were listening....

🎯

[Ander Soto @AnderJSoto]

Expecting a move to $450's

$MSFT

[Ander Soto @AnderJSoto]

$MSFT

[Ander Soto @AnderJSoto]

Excellent quarter from $CRM .

All we need is a change of narrative in the SaaS sector and we will see some sales do a big re-rate.

$NOW $MSFT

[Marc Benioff @Benioff]

Our first $11.1 B quarter - we have always loved the 1-1-1 model. It’s a sign? $6.7B operating cash flow, raised revenue guidance $45.9-$46.2B, 34.3% operating margin, & processed 28.6 trillion tokens — up 152% QOQ — & converted them into 3.8 billion Agentic Work Units for our customers, up 111% QOQ. Another 1-1-1, just sayin. Mahalo to the entire Ohana! ❤️ @PledgeOne