Cloud Developer
@CloudCompounder
Christ follower. Husband and dad. CTO building cloud software. Amateur investor looking for quality companies that compound over long time periods.
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Investment Process: -Build a portfolio of 10-15 high quality companies with a focus on long-term (decade+) durable growth -Focus on 3-5 of best industries for diversification. Also helps with biz cycles (Tech, Semis, Comm., Cons. Disc, Industrials, Finance, Healthcare good hist.)
$TSM Continuing to crush it: -Q3 rev ~$32.5B, +30% y/y, beating forecasts -Monthly Sept rev +31% y/y. -AI nodes (N5/N3) continue to offset softer legacy reuters.com/world/asia-pac…
$SPGI re-tooling for AI as the primary consumer of it's datasets: economictimes.indiatimes.com/tech/technolog…
$MU Micron picking back where it left off! DRAM/NAND price increases coming (HBM scarcity). Tight supply + AI demand supporting elevated bit pricing. Going to be a good year end!
#OpenAI is more than just the Windows of AI. Altman said AI would figure out how to monetize. No surprise this is what it came up with: -API\Interface of AI like $MSFT Windows was to PC in 80s\90s -Search -- $GOOG -App Store -- $AAPL (devices coming) -Social Network -- $META
After today, I’m beginning to think $NVDA may just end up owning the Nasdaq. Not sure the market has priced that in
$NVO plans to launch its new obesity pill direct-to-consumer through platforms like Ro and WeightWatchers once FDA-approved, potentially early 2026. A multi-month subscription model is being considered. reuters.com/business/healt…
Micron $MU is now expecting total server units to grow ~10% in 2025, up from a prior expectation for mid-single digit growth, driven by “very robust” AI server growth and strengthening traditional server demand from AI agent growth. $NVDA $AMD $AVGO
Find the picks and shovels in the gold rush and then bet heavily. Simple as that... $NVDA $TSM $MU $ASML
$DHR and $NVO rallying with the chips must mean something right?
$BAM $BN First close $4B+ for 4th Global Infrastructure Debt Fund. Targets infra assets and businesses backed by regulated, contracted, or concession-based cash flows. Supports multi‑year mgmt fee growth and cross‑sell across Brookfield platforms. bam.brookfield.com/press-releases…
$MU great quarter and solid guide. Spitting out cash ~5.7B OCF this Q. GM strong (51.5%, 59% cloud) and rev continuing to accelerate. Still tight supply No clue where this ends after the call as it's nearly doubled this year. Regardless, enjoy the boom while it lasts!
AI is the gift that keeps on giving. We got to buy chips early in the year on deep discount as DeepSeek suddenly made semis obsolete. Now we learn that AI is replacing vertical market software so the VMS biz is dead: $CSU, $CNSWF, $TOI.V, $TOITF
Always wanted a little piece of OpenAI. Looks like we get it through $NVDA!
So... with ownership of $NVDA stock, we now not only get bonus $INTC, but also OpenAI equity too?
Semis are just pulling away from everything in the port these days. $NVDA $TSM $MU $ASML World just needs more chips!
$CSU AI impact call underway... edge.media-server.com/mmc/p/xea2cw62/
$BN $BAM Brookfield signs 1.5 GW solar + storage framework with Solarvest in Malaysia (Brookfield 49%, via Catalytic Transition Fund) argusmedia.com/en/news-and-in…
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