Matthew Solomon @matt_solomon10
Analyst Learning and investing in things I find interesting. Not investment advice. Manhattan, NY Joined January 2020-
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game recognizes game
Good point. Also worth noting: Many tech markets—esp. data-driven—aren’t bound by traditional economic limits. They expand the pie. Not zero-sum, though we often price the rivalry like it is.
Good point. Also worth noting: Many tech markets—esp. data-driven—aren’t bound by traditional economic limits. They expand the pie. Not zero-sum, though we often price the rivalry like it is.
$NET I'm blown away by Cloudflare. Cloudflare is quietly laying the foundation to become the financial backbone of the Internet. By partnering with Coinbase to launch the x402 standard, they are reviving the dormant HTTP 402 status code as a native way to monetize digital…
Cloudflare is absolutely cooking.
$FLNC What needs to happen to get to 18-20$? - Convert backlog cleanly into revenue (4-6B in revenue for FY2026) - Fix the U.S. manufacturing ramp - Hold (and repeatedly print) low-to-mid-teens gross margins - Show real, ongoing growth in high-margin software/digital - Win (and…
$GTLB Greater development throughput—whether from humans or AI—raises operational and regulatory complexity, which pulls more stakeholders (developers, SRE, platform, security, compliance, and machine agents) into GitLab and deepens reliance. On SaaS, that activity cleanly maps…
Matthew Solomon retweeted
Introducing NET Dollar: netdollar.com.
Matthew Solomon retweeted
$FLNC places itself firmly on the best corner of this quadrant. They have deployed the most amount of GWh and have a lot of experience doing this quickly. Sure there might be a pull back, but the rerating has begun. There will be a Data centre deal coming soon @chamath…
$ABCL Why should I be excited about the pipeline?
$TEM please buy $RXRX. You will have the operating leverage and it's worth the call option.
$SNOW $PLTR
Matthew Solomon retweeted
The AI opportunity in US healthcare in one simple chart.
$PLTR What price are you adding at next? I want to hear from the people.
$RXRX Has anyone seen anything like this?
This is an insane chart lol $PLTR
It was fine... meh meh meh. Kinda frustrating cause it's such a mixed bag so no obvious buy/sell signal. Going to hold because I have to imagine demand will be crazy moving forward and as they figure out domestic supply chain their should be a moat. But who knows if management…
It was fine... meh meh meh. Kinda frustrating cause it's such a mixed bag so no obvious buy/sell signal. Going to hold because I have to imagine demand will be crazy moving forward and as they figure out domestic supply chain their should be a moat. But who knows if management…
Lirresponsable @Lirresponsable
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MD @Melissa09744266
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Atlas Research @atlas_res
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3fried3ggs @3fried3ggs
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Overlooked Insights @OOInsight
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Jose Najarro Stocks @the_desert_appe
114 Followers 3K Following Semiconductor/Al Market Research | M.S Electrical Engineer | 70K YT Jose Najarro Stock | Husband. Disclaimer: Not Investment Advice
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AbigailHowells @0Plq1PppWe1PTZ
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LD @ALordsday
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2 Followers 46 Following Olá 👋 Eu sou Ramos Yaqueli, sou do Brasil 🇧🇷 mas moro em 🇺🇸
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ⓍTimothy_ Sykes @timothysykerr
304 Followers 6K Following I've turned $12k into $7.9 million trading stocks from 135 countries/building 125 schools, go apply at https://t.co/rYEjDiTECi to be my dedicated student!
_Timothy Sykes @timothysyketes
43 Followers 2K Following I’ve tυrned $12k into $7.9 mіllіоn trɑdіng stоcks frоm 135 cоuntrіеs / buіldіng 125 schооls — go apply at tіm․ly / sykеschаllеngе to bе my dеdісаtеd studеnt!
Mak @KeIvinMakL
76 Followers 2K Following Teaches economics and investing at Stanford GSB. Special sits HF mgr. https://t.co/RQEpzGkWLn... || Not Financial Advice
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234 Followers 4K Following I’ve tυrned $12k into $7.9 mіllіоn trɑdіng stоcks frоm 135 cоuntrіеs / buіldіng 125 schооls — go apply at tіm․ly / sykеschаllеngе to bе my dеdісаtеd studеnt!
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