Dr. BruceYang

Ph.D. in AI, Hedge fund manager. Capturing the zeitgeist to invest in stellar companies. #AI #Investing #Super Growth Stock Investor #Meditation Enthusiast

[Dr. BruceYang @RogueAiWave]

2023–2024 was the “AI for coding” moment.
2026 might be the “AI for Excel” moment.1.5–1.6B people live in spreadsheets. Most business logic is already there. If AI can truly make Excel programmable, you’re not just changing files — you’re changing how white-collar work is done

[Dr. BruceYang @RogueAiWave]

“AI will eat all software” is a narrative. “AI is accelerating software modernization” is what CIOs are actually doing: migrate, clean data, rebuild on cloud. That’s a secular tailwind for the right SaaS names. #SaaS #AI #EnterpriseIT

[Dr. BruceYang @RogueAiWave]

If cloud budgets are un-freezing and CIOs are planning to spend more in 2026, it’s hard to argue that quality SaaS is “dead”. AI is re-sorting winners and losers, not deleting software as an asset class. #SaaS #Investing

[Dr. BruceYang @RogueAiWave]

Cloud = compute + data + applications. AI is massively boosting the first two, but value is only realized in the third. The winners will be SaaS vendors who turn GPUs + data lakes into concrete business outcomes. #SaaS #AI #Snowflake

[Dr. BruceYang @RogueAiWave]

AI coding tools didn’t obsolete SaaS – they nuked the cost of refactoring legacy systems. That unlocks the multi-year upgrade cycle SaaS has been waiting for. Less tech debt, more budget for real products. #SaaS #AIDev

[Dr. BruceYang @RogueAiWave]

AI hasn’t “killed SaaS” – it’s forcing every serious company to move to cloud, clean up data and rebuild workflows. That’s literally the home turf of high-quality SaaS, not a threat to it. #SaaS #AI #Cloud

[Dr. BruceYang @RogueAiWave]

Cloud optimization is over"...we continue to see the diminishing impact of cost optimizations & as these optimization slowdown, we're seeing more companies turning their attention to newer initiatives and re-accelerating existing migrations."
$AMZN $MSFT $CRM $NOW $DDOG $SNOW

[Dr. BruceYang @RogueAiWave]

@0993zz @rosepicking_com 估计是中午发酵了

[Dr. BruceYang @RogueAiWave]

Exciting times as TSMC forecasts a 10% YoY revenue growth in Q1 2024, reaching $18.4 billion, signaling a positive growth trajectory. Aided by AI, heralds a new era. Looking forward to the impact of AI-driven device renewal cycles. Let's go! #AIRevolution $TSM $NVDA $AMD $GOOG

[App Economy Insights @EconomyApp]

$TSM TSMC Q4 FY23:

• Revenue -2% Y/Y to $19.6B ($0.1B beat).
• Gross margin 53% (-9pp Y/Y).
• Operating margin 42% (-10pp Y/Y).
• Capex $5.2B.
• EPADR $1.44 ($0.05 beat).

3nm & 5nm were 15% & 35% of revenue.

[Dr. BruceYang @RogueAiWave]

GOOD POINT，long the appreciation of the yen
$snoy $tm $msft $amzn $fxy

[言财美股研究社 @rosepicking_com]

日元24年可能是���强的货币: 为什么？
1. 2023，,负债低息货币买入高息货币，日元贬值，高息货币，类似墨西哥比索升值，又赚汇率又赚利差；
2. 2024，美联储降息，高息货币利率下滑，这种模式开始逆转。还清日元低息负债，套息交易告一段落，日元的基本面将得到提升。#日元的崛起 #货币市场洞察
$FXY

[言财美股研究社 @rosepicking_com]

日元24年可能是很强的货币: 为什么？
1. 2023，,负债低息货币买入高息货币，日元贬值，高息货币，类似墨西哥比索升值，又赚汇率又赚利差；
2. 2024，美联储降息，高息货币利率下滑，这种模式开始逆转。还清日元低息负债，套息交易告一段落，日元的基本面将得到提升。#日元的崛起 #货币市场洞察
$FXY

[Dr. BruceYang @RogueAiWave]

In my point of view，"Why HPE acquiring Juniper? To power-up their data centers, gearing up for the AI edge revolution. It's a strategic move for a future where AI scales new heights!
#DataCenterEvolution #AIEdge"
$MSFT $HPE $JNPR $DELL $QCOM $AMD $NVDA

[App Economy Insights @EconomyApp]

$HPE to acquire Juniper Networks $JNPR

💵 All cash $40 per share ~$14B.
🌐 Networking business to double.
💰 $450M cost synergies within 3 years.
🤝 Deal to close in late 2024 or early 2025.

Here's a look at the latest quarter.

[Dr. BruceYang @RogueAiWave]

I am waiting for the moment: Microsoft set to surpass Apple and hit a $5 trillion market cap. With AI's boost, it's a winner-takes-all game, and Microsoft is playing it brilliantly. The future looks bright! #MicrosoftVsApple #5TrillionGoal #AIRevolution
$MFST $AAPL $GOOG $META

[Dr. BruceYang @RogueAiWave]

"As AI devours open internet data, the treasure lies in walled gardens. Microsoft stands out, mastering the art of harnessing this exclusive data. A strategic edge in the AI realm! #Microsoft #DataGoldmine #aitransformation
$MSFT $GOOG $AMZN $CRM

[Eric @EricFlaningam]

Positioning $MSFT in the data ecosystem:

Microsoft covers the entire span of the data value chain.

For storage: they have a top 5 data warehouse product, the second largest relational database system in the world, and a competitive NoSQL product.

They also have a product for security, observability, and governance.

On top of this, they have leading AI & analytics tools in Azure OpenAI, Power Bi, and Copilot (as has been well publicized).

Their data business generates an estimated $20B annually, although we don't know the breakdown by product.

[Dr. BruceYang @RogueAiWave]

"NVDA investing in RXRX is a smart move! Combining cutting-edge AI technology with groundbreaking drug discovery, this partnership has the potential to revolutionize healthcare. A strategic match with immense promise. #NVDA #RXRX #HealthTechInnovation"

[Dr. BruceYang @RogueAiWave]

"2024's hot investment trend? AI in drug discovery! It's transforming medicine with faster, smarter solutions. A must-watch for savvy investors. #HealthTech #AIRevolution $RXRX $NVDA $MRNA

[Dr. BruceYang @RogueAiWave]

GenAI, market value and growth rates align in a striking pattern: the larger the company, the faster its growth. This 'Matthew effect' is intensifying among AI leaders, signaling a surge in market dominance. Focus on the top-tier, platform-based enterprises. #AI
$MSFT $GOOG $CRM

[Dr. BruceYang @RogueAiWave]

After Broadcom merged with VMware, the valuation is soaring, and the combination of hardware + software has comprehensively improved Broadcom's valuation. This PS valuation has exceeded that of Salesforce, the originator of SaaS (currently about 8 times PS)
$AVGO $CRM $AAPL

[Dr. BruceYang @RogueAiWave]

Compared to DDOG and CRWD, ZS is still somewhat inferior, but at least its growth rate has turned positive.
$SNOW $ZS $DDOG $CRWD

[Jamin Ball @jaminball]

Trends in YoY growth in net new ARR added

[Jamin Ball @jaminball]

Trends in YoY growth in net new ARR added