Marty Chilberg (@mchilberg) 's Twitter Profile
Marty Chilberg

@mchilberg

Seahawks & Bears. Red Wine preferred. Fundamentals but trade bio's. Golf when I can find the ball. Focus on IoT/Cloud/new technologies investing

ID: 463177571

calendar_today13-01-2012 20:24:48

16,16K Tweet

2,2K Followers

78 Following

Marty Chilberg (@mchilberg) 's Twitter Profile Photo

$MSFT earnings should have embarrassed talking heads. Capex to increase. #AI trends compelling. #Azure growth increase and guide for Jun higher still. Takeaway is to listen to those in trenches not those in bleachers

$MSFT earnings should have embarrassed talking heads.  Capex to increase.  #AI trends compelling.  #Azure growth increase and guide for Jun higher still.  Takeaway is to listen to those in trenches not those in bleachers
Marty Chilberg (@mchilberg) 's Twitter Profile Photo

Looking for $META to have a continuation rally after that call. Today rally seems understated given how strong earnings was

Marty Chilberg (@mchilberg) 's Twitter Profile Photo

#AI impact on #Cloud growth rate and market share has begun. $AMZN disclosed AI annualized revenue reached "several billion". $MSFT Dec24 disclosed > $13b. No data from $GOOG yet. AI added 7 pts to Cloud growth per synergy

#AI impact on #Cloud growth rate and market share has begun. $AMZN disclosed AI annualized revenue reached "several billion". $MSFT Dec24 disclosed > $13b.  No data from $GOOG yet. AI added 7 pts to Cloud growth per synergy
stock scope (@marcjacksonla) 's Twitter Profile Photo

$VRTX $CRSP $NTLA $EDIT $SGMO $PFE $VERV - Vertex Abandons AAV as Gene Therapy Space Weathers Difficulties - biospace.com/business/verte…

Marty Chilberg (@mchilberg) 's Twitter Profile Photo

Bryan Zeitler Presidential Symposium LinkedIn Webinar on #Vimeo vimeo.com/1101423033?fe=… is a much watch for any $SGMO investor. Q&A includes CHARM reference.

Marty Chilberg (@mchilberg) 's Twitter Profile Photo

Stat to remember as it pertains to this year improvement: Last year Caleb had to deal with 57 unblocked pressures which led to 13 unblocked sacks. Say what you will about him getting rid of the ball faster, but those numbers are ridiculously high

Marty Chilberg (@mchilberg) 's Twitter Profile Photo

#CHDI is working with many approaches to treat Huntington's. 2 yrs ago their CSO highlighted $QURE AMT-130, $SGMO TAK-686 and $VYGR. Now that Takeda has jettisoned WAVE they will hopefully update status soon

#CHDI is working with many approaches to treat Huntington's.  2 yrs ago their CSO highlighted $QURE AMT-130, $SGMO TAK-686 and $VYGR.  Now that Takeda has jettisoned WAVE they will hopefully update status soon