Blue Whale Capital

Tech investor. Tweets not investment advice.

[Blue Whale Capital @bluewhalecaptl]

@JaredSleeper I think @JaredSleeper top ticks it every time. Same was true on June 1! I’m just teasing/joking btw

[Blue Whale Capital @bluewhalecaptl]

@jonbma What multiple would you put on that $1B ARR?

[Blue Whale Capital @bluewhalecaptl]

@MrBeast 4.84 million Pennies

[Blue Whale Capital @bluewhalecaptl]

@EricJhonsa Genuine question. Could you have said this exact thing 6 months ago? And if not, what changed?

[Blue Whale Capital @bluewhalecaptl]

@P_Remarks Genuine question. How many times have you said top this year?

[Blue Whale Capital @bluewhalecaptl]

@chi_s0ng Is MDB in the token path?

[Blue Whale Capital @bluewhalecaptl]

@P_Remarks ServiceNow?

[Blue Whale Capital @bluewhalecaptl]

@Ross__Hendricks Would you say the same for KVYO?

[Blue Whale Capital @bluewhalecaptl]

@TechFundies “Relatively uninteresting for now” when does it get interesting? Is your duration <1 year?

[Blue Whale Capital @bluewhalecaptl]

@TechFundies Spoke too soon

[Blue Whale Capital @bluewhalecaptl]

@JaredSleeper Spoke too soon

[Blue Whale Capital @bluewhalecaptl]

@chat_SBC And same logic for ADBE right?

[Blue Whale Capital @bluewhalecaptl]

@JaredSleeper Read GPT-Cyber’s latest press release about reversing binaries management. No reason FROG should be at a premium multiple. Can’t have GTLB lose and FROG win - not consistent

[Blue Whale Capital @bluewhalecaptl]

@P_Remarks What was the event?

[Blue Whale Capital @bluewhalecaptl]

@dslevy Why would it be the opposite for NET and AKAM if Anthropic is fully capturing the orchestration and hosting of these agents? In this scenario you never need to click into NET workers.

[Blue Whale Capital @bluewhalecaptl]

@BucknSF If it goes down it’s baskets and bots but if it goes up, it’s skill?

[Blue Whale Capital @bluewhalecaptl]

@JaredSleeper Snowflake (Cortex Code)

[Blue Whale Capital @bluewhalecaptl]

@TechFundies Couldn’t you literally have said this at end of Jan 2026 or do you think “this time is different” and if so, what changed? genuinely curious

[Blue Whale Capital @bluewhalecaptl]

@pmje73 Do you think all analysts should spend time on macro ?

[Blue Whale Capital @bluewhalecaptl]

@buccocapital Can you elaborate on what you learned that made you sell TEAM