Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile
Dmytro Petryna πŸ‡ΊπŸ‡¦

@dmytro_petryna

Searching for out-of-favor, misunderstood or dynamically changing companies. Not advice. My bag is here: us.finsee.com/portfolio/

ID: 1477709379608666113

linkhttp://us.finsee.com calendar_today02-01-2022 18:32:42

1,1K Tweet

477 Followers

225 Following

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

$GTM IMO, Claude Cowork is a positive development for ZoomInfo. People can't DIY all the paid APIs and data sources that ZI uses. But all these new tiny "competitors" that mushroomed, using public data - they are toasted. As usual, I talk my book.

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

Ben Affleck is a genius in his field. But the average Hollywood film is the same slop that AI produces. The true magic of AI: we can have hundreds of films about doctors, created by doctors. Some will be top-level.

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

Citing Thucydides -> proscriptions -> exile to Greenland for the lucky billionnaires, who won't be executed right away. Ancient traditions in exercising power to collect money for wars are brutal.

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

IMO, there will be 3 types of SaaS: 1. Highly useful. You need $1k a month to build the same solution yourself vs. a $100 SaaS subscription. Bills for databases, API data access, and hours of your employees quickly add to costs. This group can continue growing and could even

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

For the record: bought $NVEC at $78, price changes much faster than I can write why :) This is a bet for a few years, will share my view a bit later.

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

When you sell $10 notes for 10-30 cents (Gemini, Open AI) or even $1 (Anthropic), the demand will be unsolvable. The questions are: 1. How long will this fest last? 2. How many people will generate images and videos if charged full price?

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

$MSFT In June (25Q4 fiscal), Microsoft reduced benefits for startups using Azure and OpenAI models. Azure's growth rate immediately plateaued. What happens if the benefits are removed altogether? finsee.ai/earnings/msft/…

$MSFT

In June (25Q4 fiscal), Microsoft reduced benefits for startups using Azure and OpenAI models.

Azure's growth rate immediately plateaued.

What happens if the benefits are removed altogether?

finsee.ai/earnings/msft/…
Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

What are governments waiting for? 5 years ago (before GPT 3.5) AI was able to improve breast cancer diagnostics. When the newest models are tested, I'm sure the results from the doctor (or nurse) + AI will be outstanding. That's also the best way to cut costs and queues.

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

Just a reminder how in a matter of few months boom in all countries' stocks and many commodities turned into bust. And then vicious cycle: lower asset prices -> lower consumption -> recession -> lower asset prices. And no market reaction to the Fed for many months.

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

$COUR The most recent trends in online education: 1. Companies are more cautious to finance online degrees of employees. 2. Employees see extra eductaion as the best chance to increase salary -> huge demand for micro credentials. 3. A growing proportion of new learners comes

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

Look at influencers: there are billions of social media accounts. Travel, food, beaty, kids blogging - competition is more insane than what AI could do with software. Yet, there are enough people (or rather small biz teams) reaping huge rewards. The same will be with

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

$GTM I simply don't understand the math. 2025FY Revenue was +3%. Net revenue retention rate went up from 87% to 90% YoY. How can the sales guidance for 2026 be almost flat? The share price fell so much that I expect an interesting discussion during the call.

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

$GTM The 0.6% sales growth guidance says it all. Looks like the macro picture changed. 6 months ago, the CEO sounded much more confident, IMO. Now he said shares are mispriced, but they don't look too mispriced, considering: 1. CFO admitted "quarterly beats could be smaller.

$GTM

The 0.6% sales growth guidance says it all. Looks like the macro picture changed. 

6 months ago, the CEO sounded much more confident, IMO.
Now he said shares are mispriced, but they don't look too mispriced, considering:
1. CFO admitted "quarterly beats could be smaller.
Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

In order to have a blueprint on how this could play out, look at the collapse of the Soviet Union: 1) PhDs selling clothes on the marketplaces; 2) government employees growing fruits and vegetables on "dachas"; 3) huge migration leaving cities of the "old economy" virtually dead.

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

IMO, we'll see the first jet fuels limits in Europe in a few days. Like, no fuelling of planes if passengers could travel by train or bus between the same cities.

Dmytro Petryna πŸ‡ΊπŸ‡¦ (@dmytro_petryna) 's Twitter Profile Photo

$ABT earnings mean $NVEC has a strong tailwind. Medical devices segment was a star: Electrophysiology +16.7% reported, Rhythm Management +17.0% reported (both +12.5% on comparable basis). New equipment was installed just in time for NVEC's biggest customer.