“Socialism is a philosophy of failure, the creed of ignorance, and the gospel of envy, its inherent virtue is the equal sharing of misery.” W. Churchill
@JonahLupton You are misleading investors
Stick to the gym and weight lifting
When $NOW breaks above 125 you will hide and people who follow you, will lose much money and opportunity
Compare sales 5 year ago vs today and protected 1 year sales
Also FCF vs debt and ability to grow FCF
The SaaS rally is just getting started!
It’s official, SaaS is not dead.
$SNOW +30% after hours
$CRM massive $25B buyback
$NOW trending bullish
$MSFT record Azure growth + Copilot
$ORCL massive AI backlog
The market is rewarding SaaS companies that lean hard into AI.
AI will not kill SaaS, it will supercharge it!
$META is reportedly testing paid subscription tiers across its apps:
• Instagram Plus: $3.99/month
• Facebook Plus: $3.99/month
• WhatsApp Plus: $2.99/month
Meta is turning extra app features into another recurring revenue layer across its massive user base.
David Sacks: "California collects roughly double per capita what Texas and Florida do… And services got worse, test scores got worse, crime prevention got worse, they let convicts out of jails. Everything's gotten worse."
Catching the last ball of the match at Roland Garros , who would have thought … ha… I’d like to call SK Warne, MD Crowe and my old man,but … ah well, they probably already know