Ian Bezek on X
Atlassian $TEAM now up 214% since April, and +5% YTD. Market very efficiently determining future discounted cash flows from software companies, I see.
Topic
technology
Everything our editor has picked under this tag, best first.
mavix on X
Shelly Group entered a pan-European distribution partnership with ALSO, expanding access to resellers, system integrators and professional installers.
mavix on X
Shelly Group shareholder Svetlin Todorov moved 6.5% of the company into his LLC, fueling speculation about a Schneider Electric strategic investment or partnership.
Adobe INC
Adobe's dual network effects and platform entrenchment make AI fears a buying opportunity for the software compounder.
Cadence Design Systems INC
Cadence Design Systems sells chip-design software as AI computing drives a structural increase in semiconductor design complexity.
mavix on X
I just published the Earnings Update about the Shelly Group $SLYG H1 2026 results. You can find it in the Portfolio section of the blog :) https://t.co/8oHEkLEiea
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
Coursera INC
Coursera's combination with Udemy creates an online learning platform serving over 270 million learners with hundreds of thousands of…
Nxp Semiconductors NV
NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.
JabroniCoin.USD on X
$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r
JabroniCoin.USD on X
The $ENVX chart looks like a battery losing its charging capacity over time… https://t.co/kOK3rpZR17
The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…
Ian Bezek on X
NBIS is criticized as a stock promotion rather than a viable for-profit business, with its prospects compared unfavorably to Oklo.
AltayCap on X
MegaChips trades at ¥11,250 versus ¥19,842 of after-tax SiTime stake and NCAV, with a capital-light operating business targeting ¥10 billion of FY2030 operating profit.
Will Hubspot go the way of the Dodo?
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
catechwilliams on X
$POET $2.5B market cap Canada-based (formerly TSXV-listed) semi component designer. Perennially on the verge of commercialization ($1.4M LTM sales, hemorrhaging cash). Heavily promoted into a $400M offering on 5/18. Dubious order w related party, FEOC, PFIC, among many issues.
catechwilliams on X
AI data-center vacancy rates are 2-3% as tenants scramble for compute capacity; a customer loss raises doubts that WYFI can replace it after NC-1 performance issues.
catechwilliams on X
The $WYFI data center which was formerly a food distribution center. https://t.co/t2cpUNZXqp
catechwilliams on X
Ingram Micro’s ransomware attack halted order fulfillment for four days, risking customer defections, ransom costs and a major IT upgrade.
catechwilliams on X
$PLUS Accelerating decline: Networking -37% (largest category), Product sales -18%, zero margin/ low quality Professional services now 15% of sales. Cut FY2026 top and bottom-line guide by 7% w further cuts almost certain to come. Trading at 14x 2026 guidance vs peers at 6-8x.
catechwilliams on X
@StockJabber Thank you. As a read on $PLUS Q3 is tracking in October, $CSCO just reported -23% sales in networking (products account for ~50% of $PLUS revenue) for the Oct quarter-end. Further confirmation that PLUS Q3 is going to be ugly and no turnaround in sight.
catechwilliams on X
$PLUS Accelerating, sales -14% y/y in Q2, noted Q3 not improving yet implied FY guide is for flat sales (downward revisions to come). Margins benefitted from 1-time financing segment gain-on-sale. Still trading at a premium to higher quality industry leader CDW, makes zero sense.
catechwilliams on X
$PLUS Earnings on 8/5, expectations & stock disconnected from reality. Suppliers ($CSCO – 50% of product sales), competitors & customers all reporting sharp sales declines. Non-event PR today re a service they’ve been offering for 3 yrs is pumping stock; suggests mgmt is grasping
catechwilliams on X
Meanwhile disintermediation by OEMs going direct is accelerating. See recent commentary from partners $CSCO, $PANW $DELL, etc. $PLUS has zero discernable benefit from $NVDA and AI.
