Cloud Developer @CloudCompounder

Christ follower. Husband and dad. CTO building cloud software. Amateur investor looking for quality companies that compound over long time periods. Joined January 2022

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Cloud Developer @CloudCompounder

5 hours ago

Checking the port today and seeing $DHR up over 5%

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Cloud Developer @CloudCompounder

4 days ago

Ugh, U.S. getting steamrolled this AM

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Barry Schwartz @BarrySchwartzBW

5 days ago

Best wishes to Mark Leonard $CSU

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Cloud Developer @CloudCompounder

a week ago

$MU great quarter and solid guide. Spitting out cash ~5.7B OCF this Q. GM strong (51.5%, 59% cloud) and rev continuing to accelerate. Still tight supply No clue where this ends after the call as it's nearly doubled this year. Regardless, enjoy the boom while it lasts!

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Cloud Developer @CloudCompounder

a week ago

AI is the gift that keeps on giving. We got to buy chips early in the year on deep discount as DeepSeek suddenly made semis obsolete. Now we learn that AI is replacing vertical market software so the VMS biz is dead: $CSU, $CNSWF, $TOI.V, $TOITF

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Cloud Developer @CloudCompounder

a week ago

Always wanted a little piece of OpenAI. Looks like we get it through $NVDA!

Nicholas Rossolillo @nrossolillo

a week ago

Always wanted a little piece of OpenAI. Looks like we get it through $NVDA!

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Cloud Developer @CloudCompounder

a week ago

Semis are just pulling away from everything in the port these days. $NVDA $TSM $MU $ASML World just needs more chips!

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Cloud Developer @CloudCompounder

a week ago

$CSU AI impact call underway... edge.media-server.com/mmc/p/xea2cw62/

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Cloud Developer @CloudCompounder

a week ago

$BN $BAM Brookfield signs 1.5 GW solar + storage framework with Solarvest in Malaysia (Brookfield 49%, via Catalytic Transition Fund) argusmedia.com/en/news-and-in…

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Cloud Developer @CloudCompounder

2 weeks ago

90% of Fintwit accounts are millionaires and the other 10% haven't figured out how to use Nano Banana

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Cloud Developer @CloudCompounder

2 weeks ago

$BAM $BN Brookfield Asset Mgmt in talks to acquire Yes! Communities from Singaporean sovereign wealth fund in $10bn deal. Would be one of sector’s largest takeovers since 2022: ft.com/content/a9c719…

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Cloud Developer @CloudCompounder

2 weeks ago

$NVO EU approval makes Novo Nordisk’s oral semaglutide the first and only oral GLP-1 RA to reduce cardiovascular death, heart attack, and stroke globenewswire.com/news-release/2…

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Cloud Developer @CloudCompounder

2 weeks ago

Yeah, but what are Wall Street and the talking heads supposed to do now?

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The White House @WhiteHouse

3 weeks ago

On the 24th anniversary of 9/11, we honor the lives lost, the heroes who emerged, and the resilience of the American spirit. America will never forget.

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Cloud Developer @CloudCompounder

3 weeks ago

"For our struggle is not against flesh and blood, but against the rulers, against the authorities, against the powers of this dark world and against the spiritual forces of evil in the heavenly realms." -Ephesians 6:12

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Erika Kirk @MrsErikaKirk

3 weeks ago

Psalm 46:1 - God is our refuge and strength, a very present help in trouble.

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Cloud Developer @CloudCompounder

3 weeks ago

Good day to be holding chips! $NVDA $TSM $MU And Oracle which is the only hyperscaler I don't own 🙁

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Cloud Developer @CloudCompounder

3 weeks ago

$UNH was left for dead just a month ago. Nothing but negativity. Buffett buys, price starts creeping up, a few good news reports, and things aren't so bad after all. Overreactions abound in today's market. No better time for long-term investors.