Anirban Mahanti @BleedingEdgeAM
Senior Analyst at AlphaTarget. PhD & MSc Computer Sc. Previously, Director of Research and PM at The Motley Fool (Aus). No investment advice, do your own DD. Internet, Everywhere Joined November 2009-
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Anirban Mahanti retweeted
OpenAI partners with $SHOP to allow merchants to sell directly in ChatGPT. This should bode well for Shopify’s GMV. In Q2 2025, GMV growth accelerated to $87.8B (+31% YoY)!
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Anirban Mahanti retweeted
We've had a win there! The EV tax is postponed.
FSD v13.2.9 Down Under feedback @Tesla_AI @TeslaAUNZ : • Motorway: Solid and miles ahead of EAP (which was already pretty good); likes to "chill" and stay below speed limit; very good with on-ramp & off-ramp.✅ • CBD/heavy traffic: Solid around pedestrians & parked cars & good…
Cash is fading fast! Capgemini's 2026 Payments Report reveals non-cash txns soared 10X since 2007 to 1.7T in 2024 & projected to hit 3.5T by 2029. Instant payments, digital wallets & e-commerce are the key drivers. APAC leads expected growth at 20% CAGR, LATAM at 17%.
The Bulli Pass drive is a challenging one. Great to see our friend @13arm13arm try that route.
The Bulli Pass drive is a challenging one. Great to see our friend @13arm13arm try that route.
FSD Supervised Down Under. First impressions. The driving is solid but route planning needs some work. Here’s an example where the car lands up being in the wrong lane. It shouldn’t be on the turning lane, so had to take over. @Tesla_AI @aelluswamy
First drive on FSD (Supervised) v13.2.9 Down Under. Well done @Tesla_AI @TeslaAUNZ!
This post by @MelMitchell1 is a must read to cut through all the noise about “magic”.
This post by @MelMitchell1 is a must read to cut through all the noise about “magic”.
Adobe's Q3'25 report suggests AI momentum is kicking into high-gear: ✅AI ARR surged $3.5B → $5B+ in <1 year ✅AI-first products (Firefly/Acrobat AI/GenStudio) hit $250M ARR target early ✅29B generations, video +40% QoQ ✅Creative Cloud Pro migration validating AI pricing power…
Looks like Oracle's RPO jump of $317B is fueled by a massive OpenAI deal. This could upend the hyperscaler order, as OCI's RPO at $455B now dwarfs AWS's $195B. OCI is starting from a smaller revenue base, and a capital-intensive GPU/data center buildout is next. With OpenAI's…
Looks like Oracle's RPO jump of $317B is fueled by a massive OpenAI deal. This could upend the hyperscaler order, as OCI's RPO at $455B now dwarfs AWS's $195B. OCI is starting from a smaller revenue base, and a capital-intensive GPU/data center buildout is next. With OpenAI's… https://t.co/e41MbRzfLD
Anirban Mahanti retweeted
@BleedingEdgeAM hit the nail on the head. "Elephants can dance!" $ORCL RPO - Aug25 quarter - more than tripling to $455B 💪
@BleedingEdgeAM hit the nail on the head. "Elephants can dance!" $ORCL RPO - Aug25 quarter - more than tripling to $455B 💪 https://t.co/OtnbHSl4MB
Anirban Mahanti retweeted
📢 Coming soon: AlphaTarget Pulse 🎙️ 🗓️ Launching early October Your pod for market insights, major news & disruptive business trends Available on Apple Podcasts, Spotify & YouTube Stay tuned 🔥
Oracle $ORCL showing even elephants can dance! Q1 RPO was $455B (!!!), up 359% YoY thanks to "four multi-billion-dollar contracts with three different customers in Q1." Ellison's approach of partnering with the hyperscalers and positioning as a neutral AI vendor paying rich…
Oracle $ORCL showing even elephants can dance! Q1 RPO was $455B (!!!), up 359% YoY thanks to "four multi-billion-dollar contracts with three different customers in Q1." Ellison's approach of partnering with the hyperscalers and positioning as a neutral AI vendor paying rich… https://t.co/6JEuCknytl
Nebius $NBIS announces multi-billion dollar agreement with Microsoft for AI infra streetinsider.com/dr/news.php?id…
The narrative that cloud is a 3-horse race might need an update. Latecomer Oracle’s $ORCL cloud infrastructure business is at a $12B+ run rate, growing 50%+! Oracle leveraged its enterprise dominance to build a differentiated platform with superior price-performance for…
Lululemon $LULU's yoga pants lose their stretch! ▪️Q2 sales crawl up 7% to $2.5B. ▪️US same store sales crash 4%. ▪️Inventory balloons 21% vs sales: Is a write-down looming? The company slashes FY guidance citing tariffs & weak demand. #LULU
Anirban Mahanti retweeted
AI CAPEX running hot. Tech hiring remains on ice. Sources: Hiring Lab, Indeed
MongoDB $MDB CEO Ittycheria: AI-native startups often default to Postgres for quick prototypes but soon hit severe scalability & performance walls with vectors/unstructured data, driving migrations to platforms like Atlas. This may explain MIT's report where 95% of GenAI pilots…
Anirban Mahanti retweeted
Dell crushed Q2 FY26 with a record $8.2B in AI server shipments. The H1 total hit $10B surpassing all of FY25! The company now expects $20B for the full year, with a backlog of $11.7B and its opportunity pipeline over the next five quarters growing sequentially, including…
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