Selva Karthick @AIStackInvestor

Joined June 2011

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39
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Wolf of Harcourt Street @wolfofharcourt

a month ago

Rubrik $RBRK Quick Pitch Why I'm buying shares in this future cyber resilience leader. Read the full article 👇

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Sergey @SergeyCYW

a month ago

Is $DUOL Really at Risk of Being Disrupted by AI? Duolingo is down 19.2% over the past 6 months, while the S&P 500 is up 4.8%. Should you sell or hold now? Let’s examine the valuation, revenue growth rate by segments, key metrics, profitability, and expenses. A short 🧵👇

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Investing visuals @InvestingVisual

2 months ago

The cybersecurity market is estimated at $201 billion today and expected to grow to $309 billion by 2029, according to Gartner. Here’s an overview of key players – including $CRWD, $PANW, $MSFT, $ZS, $NET, $S, $RBRK, and $DDOG. H/t @IvanaSpear

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Stock Market Genius @stockmktgenius

a month ago

Hey folks, $RBRK Rubrik is heating up! A booming 2.2M+ volume & a stellar 227% rise. Interested yet? #StockMarket 📈🚀 Heating Up: Rubrik Symbol: $RBRK Price: 84.45 Volume: 2,237,981 % Up: 227%

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Selva Karthick @AIStackInvestor

2 months ago

Which one's right for you?

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Jamin Ball @jaminball

2 months ago

Cloud Giants Update: AWS (Amazon): $123B run rate growing 17% YoY (last Q grew 17%) Azure (Microsoft): ~$86B run rate (estimate) growing 39% YoY (last Q grew 35%) Google Cloud (includes GSuite): $54B run rate growing 32% YoY (last Q grew 28%, neither are cc)

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Dimitry Nakhla | Babylon Capital® @DimitryNakhla

2 months ago

$FICO stock in its second-largest drawdown in the past decade, down -41% from its highs $FICO trades at ~41x NTM earnings estimates & offers a ~2.5% NTM free cash flow yield Given its growth prospects, among other things, $FICO now trades in an attractive valuation range

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EcoMoat @ecomoatai

2 months ago

Know the Moat 🏰: Fair Isaac $FICO It doesn’t make headlines, but it quietly powers much of the credit economy. High switching costs, a trusted brand, and proprietary data give it a durable moat. Q3 2025: +34% YoY growth in B2B scores +20% total revenue +Raised guidance…

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WaveRider @WaveRiderAI

2 months ago

🔻 $FICO shares down sharply post-Q3 earnings ➤ Price drops 10.3%, confirming bearish momentum ➤ Relative volume at 2.59 signals active selling pressure ➤ Despite 46.6% EPS and 19.8% sales growth, market rotates away ➤ Institutional interest steady with 2345 funds, but just…

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Dimitry Nakhla | Babylon Capital® @DimitryNakhla

2 months ago

As earnings season ramps up, next week is packed with scheduled reports 🗓️ Let’s dive into the earnings expectations, valuations, & business segments for 10 standout quality stocks Food for thought over the weekend🧵

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Shay Boloor @StockSavvyShay

2 months ago

$NVDA TO RESUME H20 SALES IN CHINA WITH NEW FULLY COMPLIANT GPU

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FIRED Up Wealth @FIREDUpWealth

2 months ago

AWS unveils Bedrock AgentCore preview for building multi-step task agents using rival AI models & open-source tools. Led by Swami Sivasubramanian, AWS aims to dominate the agent market, leveraging its cloud playbook. $AMZN #AWS #AI #CloudComputing

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Rihard Jarc @RihardJarc

2 months ago

$META Zuck laser focused. Gathering best AI talent and now saying $META will have the greatest compute per researcher. These words are screaming Zuck isn’t finished recruiting yet. “We have the capital from our business to do this”.