CacheFlow
@FreeCacheFlow
Just tracking companies that I am interested in.
I believe ServiceNow $NOW will lead the resurgence of the SaaS companies. As a start, here's what they provide: open.substack.com/pub/freecachef…
Not rolling my $CRWV covered calls. I will take the ≈30% monthly performance and premium. Will enter again most likely.
$NOW seems like such a better buy in 2026 than the $CRM fans. Both should do well.
If you think the buildout is years not weeks, red days like this are the setup. $NVDA $AMD $ORCL $CRWV $IREN $NBIS
$LITE dumped about 13% today. Optics looks boring until it becomes the bottleneck. If data-center links keep upgrading, washouts like this can be gifts.
Deep Dive from Scratch: Vote - $DCTH, $NET, $LITE, or comment another.
Raising equity to retire debt before maturity is not really a good thing. Diluting now rather than dealing with a cash obligation later. So... good term financing probably was not an option. Liquidity issues? $IREN $CRWV $NBIS
What drives $BE Bloom Energy's revenues: An introductory to their revenue streams substack.com/home/post/p-18…
I initially invested equal positions in $IREN, $NBIS, and $CRWV. I had read the bull and bear cases and even though I think a better allocation would be much heavier in $IREN, the market will eventually make that the case.
Will be some pretty big winners when OpenAI integrates ads in their applications. $PYPL and Stripe for payments. $GOOG $AMZN $SHOP for purchases and the ability to upcharge their sellers more for better placements. $TTD or $APP for the programmatic ad placement rollout.
United States Tren
- 1. Valentines Day N/A
- 2. Good Saturday N/A
- 3. Rubio N/A
- 4. #RISERCONCERTD2 N/A
- 5. Senior Day N/A
- 6. #ElAmorLoVenceTodo N/A
- 7. Alexei Navalny N/A
- 8. Range Rover N/A
- 9. #Caturday N/A
- 10. Lucas Raymond N/A
- 11. #saturdaymorning N/A
- 12. #GoldZone N/A
- 13. Happy Love N/A
- 14. Padres N/A
- 15. Slovakia N/A
- 16. Bayes N/A
- 17. Smart Cashtags N/A
- 18. Munich N/A
- 19. Love Day N/A
- 20. Live Stats N/A
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