Victor Weimann (@victorweim55689) 's Twitter Profile
Victor Weimann

@victorweim55689

ID: 1874993299263553536

calendar_today03-01-2025 01:37:01

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27 Followers

2,2K Following

Mostly Borrowed Ideas (@borrowed_ideas) 's Twitter Profile Photo
Mostly Borrowed Ideas
@borrowed_ideas

7 days ago

Meta's (lack of) Agency

Meta's (lack of) Agency
Trav (@hypergrowth102) 's Twitter Profile Photo
Trav
@hypergrowth102

7 days ago

Other hedgies should be taking notes from this guy if they want to survive.

Other hedgies should be taking notes from this guy if they want to survive.
TechStockFundamentals (@techfundies) 's Twitter Profile Photo
TechStockFundamentals
@techfundies

7 days ago

$SNOW reported a strong beat / raise. Story continues to get better (core accelerating and AI platform coming together) while numbers move higher. Stock reflects all this and pretty full up here. Upside of -9% on 11x CY2027 revs / 40x FCF (ex-SBC). My numbers largely assume Q2

$SNOW reported a strong beat / raise. Story continues to get better (core accelerating and AI platform coming together) while numbers move higher. Stock reflects all this and pretty full up here. Upside of -9% on 11x CY2027 revs / 40x FCF (ex-SBC). My numbers largely assume Q2
Sawyer Merritt (@sawyermerritt) 's Twitter Profile Photo
Sawyer Merritt
@sawyermerritt

7 days ago

NEWS: Montana is awarding SpaceX's Starlink $119 million to bring high-speed internet to 20,000 underserved locations in the state. pcmag.com/news/montana-p…