Breaking: Claude called $350 on Broadcom two weeks ago. It hit today. On March 31, Claude made AVGO its largest position at 10%. The thesis: Broadcom controls 60-80% of the custom AI chip market, AI semiconductor revenue was up 106% YoY to $8.4B, and a $73B backlog across

theaiportfolios's tweet image. Breaking: Claude called $350 on Broadcom two weeks ago. It hit today. 

On March 31, Claude made AVGO its largest position at 10%. 

The thesis: Broadcom controls 60-80% of the custom AI chip market, AI semiconductor revenue was up 106% YoY to $8.4B, and a $73B backlog across

$30M founder reveals 3 $1M ideas you could build right now 🤯


Here at TDV, we've got our finger on the pulse of what's happening in the industry. In our first blog post of 2023, we offer our predictions for the year to come. 👀 Want to look into our crystal ball? 🔮 thedigitalvoice.co.uk/the-future-is-… #future #adtechnology #predictions2023

TheDigitalVoice's tweet image. Here at TDV, we've got our finger on the pulse of what's happening in the industry. In our first blog post of 2023, we offer our predictions for the year to come. 👀

Want to look into our crystal ball? 🔮

thedigitalvoice.co.uk/the-future-is-… 

#future #adtechnology #predictions2023

SCOOP: Three key execs are out at @TheTradeDesk. They include CMO Ian Colley, to be replaced by Anna Sayre, as well as top comms exec Melinda Zurich, and the onetime head of Ventura TV OS Matthew Henick. New for @Adweek: adweek.com/media/exclusiv…


I ran the numbers on $ADBE. Bear case: 1% annual return. Bull case: 30% IRR. Everyone on fintwit thinks Adobe is dead. AI kills Photoshop. Canva already won. Meanwhile, 90% of enterprise creative teams are locked into Adobe. The switching cost isn't the software. It's


Why is $NET the largest position in my portfolio? 🧵 Revenue growth accelerated to +33.6% YoY, RPO grew +47.9%, cRPO accelerated to +33.1%, and the company added a record level of net new ARR at $210M, up +76% YoY. Customer adds were also exceptional, with 36,900 net new

SergeyCYW's tweet image. Why is $NET the largest position in my portfolio? 🧵

Revenue growth accelerated to +33.6% YoY, RPO grew +47.9%, cRPO accelerated to +33.1%, and the company added a record level of net new ARR at $210M, up +76% YoY. Customer adds were also exceptional, with 36,900 net new

Only red in my portfolio today is $PATH. Not sure whats driving this.

mehtasdeepak's tweet image. Only red in my portfolio today is $PATH.

Not sure whats driving this.

advertorials are a CHEATCODE for scaling google ads while everyone’s bidding on the same $3 CPC keywords you can use them to acquire cold traffic customers with $0.07 CPCs i made a guide breaking down how we pull it off. like + reply “advert” and i’ll send it to you (follow


ADWEEK: THREE KEY EXECUTIVES ARE EXITING TRADE DESK $TTD IN A LEADERSHIP SHAKEUP, INCLUDING CMO IAN COLLEY.


$META rises on the launch of Muse Spark, an AI model the tech company claims "is the first step toward a personal superintelligence."

YahooFinance's tweet image. $META rises on the launch of Muse Spark, an AI model the tech company claims "is the first step toward a personal superintelligence."

Adobe Summit 2026 is 2 weeks away in Las Vegas! We'll be on the ground with @PatrickMoorhead, @danielnewmanUV, @MelodyBrue, @Keith_Kirkpat, & @nickpatience, covering what’s next across marketing, creativity, and AI. From AI-native platforms to real-time personalization and

TheSixFiveMedia's tweet image. Adobe Summit 2026 is 2 weeks away in Las Vegas!

We'll be on the ground with @PatrickMoorhead, @danielnewmanUV, @MelodyBrue, @Keith_Kirkpat, & @nickpatience, covering what’s next across marketing, creativity, and AI.

From AI-native platforms to real-time personalization and

Fresh business - profitable on Google from day 1 and already scaling. 4 days in, no data, no branded traffic, no blackhat tactics or sketchy products. This is what a great product-market fit actually looks like on Google. Compounding and scale is going to go absolutely crazy.

lifemaximised's tweet image. Fresh business - profitable on Google from day 1 and already scaling.

4 days in, no data, no branded traffic, no blackhat tactics or sketchy products.

This is what a great product-market fit actually looks like on Google.

Compounding and scale is going to go absolutely crazy.

"search doesn't work for ecom" look at this. one of our clients. €33.7K on Search campaigns in under 2 months. 3.8x ROAS. €0.80 avg CPC. not Shopping. not Performance Max. SEARCH. the campaign type most ecom brands give up on. "search is too expensive" "CPCs are too high"

blvckledge's tweet image. "search doesn't work for ecom"

look at this.

one of our clients. €33.7K on Search campaigns in under 2 months. 3.8x ROAS. €0.80 avg CPC.

not Shopping. not Performance Max. SEARCH.

the campaign type most ecom brands give up on.

"search is too expensive"
"CPCs are too high"

Mark Leonard left $CSU's board. Everyone panicked. But Leonard spent decades studying why every conglomerate in history eventually dies. He found the same answer every time. Then spent 30 years building the opposite. Centralization. The founder becomes the brain. The units

varunv_malhotra's tweet image. Mark Leonard left $CSU's board. Everyone panicked.

But Leonard spent decades studying why every conglomerate in history eventually dies. He found the same answer every time. Then spent 30 years building the opposite.

Centralization.

The founder becomes the brain. The units

Just a reminder: Adobe is down over -30% in the last 12 months. - Forward Multiple: 9.9x - Revenue: +12% YoY When does the market realize Adobe is still compounding? $ADBE

meetblossomapp's tweet image. Just a reminder: Adobe is down over -30% in the last 12 months.

- Forward Multiple: 9.9x
- Revenue: +12% YoY

When does the market realize Adobe is still compounding?

$ADBE
meetblossomapp's tweet image. Just a reminder: Adobe is down over -30% in the last 12 months.

- Forward Multiple: 9.9x
- Revenue: +12% YoY

When does the market realize Adobe is still compounding?

$ADBE

You’re crazy for still selling $PLTR and $PATH.

MontanaMatos's tweet image. You’re crazy for still selling $PLTR and $PATH.

A new report just launched! ✨ Go beyond last click with the Conversion Attribution Analysis report — see how your demand creation media is driving your wins. It shows you… 🔹 Assists vs. last touch 🔹 Early engagement 🔹 Full-path view Learn more: goo.gle/4sQ0slE

googleanalytics's tweet image. A new report just launched! ✨

Go beyond last click with the Conversion Attribution Analysis report — see how your demand creation media is driving your wins.

It shows you… 
🔹 Assists vs. last touch 
🔹 Early engagement 
🔹 Full-path view

Learn more: goo.gle/4sQ0slE

Today's news on Anthropic working with $CRWD, $PANW just reconfirms the point that well positioned technology companies (usage based + prop data + AI first) will win in the AI world (see chart below). $APP superbly positioned and is fully utilizing machine learning and AI for its

Why is $APP beaten-up as a high beta software company even though its biz is an AI winner? Some of this fault lies with history (it did own software once) and some with the market's struggle with $APP's business model. Investors who can look past recent performance challenges

mehtapraful123's tweet image. Why is $APP beaten-up as a high beta software company even though its biz is an AI winner? Some of this fault lies with history (it did own software once) and some with the market's struggle with $APP's business model. Investors who can look past recent performance challenges
mehtapraful123's tweet image. Why is $APP beaten-up as a high beta software company even though its biz is an AI winner? Some of this fault lies with history (it did own software once) and some with the market's struggle with $APP's business model. Investors who can look past recent performance challenges
mehtapraful123's tweet image. Why is $APP beaten-up as a high beta software company even though its biz is an AI winner? Some of this fault lies with history (it did own software once) and some with the market's struggle with $APP's business model. Investors who can look past recent performance challenges


Ostatnie miesiące przynoszą ciekawą, ale też niepokojącą rozbieżność na rynku. Z jednej strony widzimy wyraźną słabość kursów największych spółek technologicznych, tzw. hyperscalerów $GOOGL $MSFT $AMZN $META. Z drugiej strony sektor półprzewodników pozostaje relatywnie silny i

JJTomaszewski's tweet image. Ostatnie miesiące przynoszą ciekawą, ale też niepokojącą rozbieżność na rynku. Z jednej strony widzimy wyraźną słabość kursów największych spółek technologicznych, tzw. hyperscalerów $GOOGL $MSFT $AMZN $META. 

Z drugiej strony sektor półprzewodników pozostaje relatywnie silny i
JJTomaszewski's tweet image. Ostatnie miesiące przynoszą ciekawą, ale też niepokojącą rozbieżność na rynku. Z jednej strony widzimy wyraźną słabość kursów największych spółek technologicznych, tzw. hyperscalerów $GOOGL $MSFT $AMZN $META. 

Z drugiej strony sektor półprzewodników pozostaje relatywnie silny i

Specificity ( $SPTY ) hits positive cash flow, adds $400K+ annual revenue, partners with Blackpearl for integrated AdTech stack. Q3 revenue +21.7% QoQ. #OTCNews #AdTechnology #SmallCapGrowth #SPTY #TechStocks accessnewswire.com/newsroom/en/pu…


Navigating the Autonomous Driving Market: Strategies for Success Autonomous driving promises to revolutionize transportation. Read More: tinyurl.com/46ex7c3d #AutonomousVehicles #ADTechnology #FleetData #ConsumerBehavior #SoftwareDevelopment #MobilityInnovation


#ARM, #SamsungFoundry, #ADTechnology and #Rebellions are partnering to bring to market an AI CPU chiplet platform. "REBEL AI accelerator built with a Neoverse CSS V3-powered compute chiplet from ADTechnology to be implemented with Samsung Foundry 2nm Gate-All-Around (GAA) (...)"


You're looking at the latest winner of the "Best AI-Powered Ad Targeting Solution" in the MarTech Breakthrough Awards. 👏💪 Learn more about the honor here: martechbreakthrough.com/2024-winners/ #martechbreakthroughawards #adtechnology #adtargeting

Dstillery's tweet image. You're looking at the latest winner of the "Best AI-Powered Ad Targeting Solution" in the MarTech Breakthrough Awards. 👏💪

Learn more about the honor here: martechbreakthrough.com/2024-winners/

#martechbreakthroughawards #adtechnology #adtargeting

Customize your adtech stack to fit your needs & invest in what delivers the best outcome.🎯 🔗 buff.ly/454aHb9 #AdTechStack #AdTechnology #DigitalAdvertising

KORTXIO's tweet image. Customize your adtech stack to fit your needs & invest in what delivers the best outcome.🎯

🔗 buff.ly/454aHb9 

#AdTechStack #AdTechnology #DigitalAdvertising

Here at TDV, we've got our finger on the pulse of what's happening in the industry. In our first blog post of 2023, we offer our predictions for the year to come. 👀 Want to look into our crystal ball? 🔮 thedigitalvoice.co.uk/the-future-is-… #future #adtechnology #predictions2023

TheDigitalVoice's tweet image. Here at TDV, we've got our finger on the pulse of what's happening in the industry. In our first blog post of 2023, we offer our predictions for the year to come. 👀

Want to look into our crystal ball? 🔮

thedigitalvoice.co.uk/the-future-is-… 

#future #adtechnology #predictions2023

Fresh business - profitable on Google from day 1 and already scaling. 4 days in, no data, no branded traffic, no blackhat tactics or sketchy products. This is what a great product-market fit actually looks like on Google. Compounding and scale is going to go absolutely crazy.

lifemaximised's tweet image. Fresh business - profitable on Google from day 1 and already scaling.

4 days in, no data, no branded traffic, no blackhat tactics or sketchy products.

This is what a great product-market fit actually looks like on Google.

Compounding and scale is going to go absolutely crazy.

Adobe Summit 2026 is 2 weeks away in Las Vegas! We'll be on the ground with @PatrickMoorhead, @danielnewmanUV, @MelodyBrue, @Keith_Kirkpat, & @nickpatience, covering what’s next across marketing, creativity, and AI. From AI-native platforms to real-time personalization and

TheSixFiveMedia's tweet image. Adobe Summit 2026 is 2 weeks away in Las Vegas!

We'll be on the ground with @PatrickMoorhead, @danielnewmanUV, @MelodyBrue, @Keith_Kirkpat, & @nickpatience, covering what’s next across marketing, creativity, and AI.

From AI-native platforms to real-time personalization and

Anthropic added $10b in revenue in the last month alone, twice Databricks’ annual run rate. Crossing $10b is a milestone few software companies ever reach: ServiceNow took 20 years, Shopify took 18, Palo Alto Networks took 19, & Anthropic crossed that threshold in under four

ttunguz's tweet image. Anthropic added $10b in revenue in the last month alone, twice Databricks’ annual run rate.

Crossing $10b is a milestone few software companies ever reach: ServiceNow took 20 years, Shopify took 18, Palo Alto Networks took 19, & Anthropic crossed that threshold in under four

"search doesn't work for ecom" look at this. one of our clients. €33.7K on Search campaigns in under 2 months. 3.8x ROAS. €0.80 avg CPC. not Shopping. not Performance Max. SEARCH. the campaign type most ecom brands give up on. "search is too expensive" "CPCs are too high"

blvckledge's tweet image. "search doesn't work for ecom"

look at this.

one of our clients. €33.7K on Search campaigns in under 2 months. 3.8x ROAS. €0.80 avg CPC.

not Shopping. not Performance Max. SEARCH.

the campaign type most ecom brands give up on.

"search is too expensive"
"CPCs are too high"

How to build a $25k/mo in 8 stupidly simple steps: 1. Pick a validated niche some examples: > Quit gooning > Testo maxing > Looks maxing 2. Build your app in 24 to 48 hours based on inspiration from competitors and dribble 3. Go to viewtrack.app and browse the

ErnestoSOFTWARE's tweet image. How to build a $25k/mo 
in 8 stupidly simple steps:

1. Pick a validated niche some examples:

> Quit gooning 
> Testo maxing 
> Looks maxing 

2. Build your app in 24 to 48 hours based on inspiration from competitors and dribble 

3. Go to viewtrack.app and browse the
ErnestoSOFTWARE's tweet image. How to build a $25k/mo 
in 8 stupidly simple steps:

1. Pick a validated niche some examples:

> Quit gooning 
> Testo maxing 
> Looks maxing 

2. Build your app in 24 to 48 hours based on inspiration from competitors and dribble 

3. Go to viewtrack.app and browse the

Breaking: Claude called $350 on Broadcom two weeks ago. It hit today. On March 31, Claude made AVGO its largest position at 10%. The thesis: Broadcom controls 60-80% of the custom AI chip market, AI semiconductor revenue was up 106% YoY to $8.4B, and a $73B backlog across

theaiportfolios's tweet image. Breaking: Claude called $350 on Broadcom two weeks ago. It hit today. 

On March 31, Claude made AVGO its largest position at 10%. 

The thesis: Broadcom controls 60-80% of the custom AI chip market, AI semiconductor revenue was up 106% YoY to $8.4B, and a $73B backlog across

ADTECHNOLOGY - The ADEX-Übernahme: Virtual Minds sieht eigene Marktposition gestärkt: Die… dlvr.it/NC0FRZ #adtechnology (via @_SEM)

_SEM's tweet image. ADTECHNOLOGY - The ADEX-Übernahme: Virtual Minds sieht eigene Marktposition gestärkt: Die… dlvr.it/NC0FRZ #adtechnology (via @_SEM)

Most tools add features. I focus on making workflows actually usable.

shahidux's tweet image. Most tools add features.

I focus on making workflows actually usable.

You should fire your meta agency. Go to your Facebook ad account, select all your campaigns, and click View History or view edits. Every single change your media buying agency has made will show up there. What you'll probably find is that they were barely doing anything. You

daviefogarty's tweet image. You should fire your meta agency.

Go to your Facebook ad account, select all your campaigns, and click View History or view edits. Every single change your media buying agency has made will show up there.

What you'll probably find is that they were barely doing anything.

You

Register for today's first #OTTNewsSummit panel discussion where experts from @CBS Local Digital Media, @NXSTMediaGroup, @Newsy and @LocalNow assess #adtechnology's performance amid the pandemic's growing #streaming audience. Register: ow.ly/DOmb50BztD2. #TVNewsCheck

TVNewsCheck's tweet image. Register for today's first #OTTNewsSummit panel discussion where experts from @CBS Local Digital Media, @NXSTMediaGroup, @Newsy and @LocalNow assess #adtechnology's performance amid the pandemic's growing #streaming audience. Register: 
ow.ly/DOmb50BztD2. 

#TVNewsCheck

You can now view AI traffic. This is 100% free with Google Analytics. Let's learn how to track AI traffic:

hridoyreh's tweet image. You can now view AI traffic.

This is 100% free with Google Analytics.

Let's learn how to track AI traffic:

onboarded this brand late jan came from a well known google ads agency paying $12k a month for fuck all 2 changes the entire month told me “can’t scale past $50k per week in spend” we took over same account same product different team now spending $120k+/week profitably

blvckledge's tweet image. onboarded this brand late jan

came from a well known google ads agency

paying $12k a month for fuck all
2 changes the entire month

told me “can’t scale past $50k per week in spend”

we took over

same account
same product
different team 

now spending $120k+/week profitably

Just a reminder: Adobe is down over -30% in the last 12 months. - Forward Multiple: 9.9x - Revenue: +12% YoY When does the market realize Adobe is still compounding? $ADBE

meetblossomapp's tweet image. Just a reminder: Adobe is down over -30% in the last 12 months.

- Forward Multiple: 9.9x
- Revenue: +12% YoY

When does the market realize Adobe is still compounding?

$ADBE
meetblossomapp's tweet image. Just a reminder: Adobe is down over -30% in the last 12 months.

- Forward Multiple: 9.9x
- Revenue: +12% YoY

When does the market realize Adobe is still compounding?

$ADBE

Google will allow users control how ads are personalized on Search, YouTube and elsewhere with new tool techcrunch.com/2022/05/11/goo… #AdvertisingTech #adtech #adtechnology

AnanseOnline's tweet image. Google will allow users control how ads are personalized on Search, YouTube and elsewhere with new tool techcrunch.com/2022/05/11/goo… #AdvertisingTech #adtech #adtechnology

R.I.P Powerpoint. Kimi AI can build McKinsey-level decks in 10 minutes. No more wasting hours on formatting. Here are 8 “God-Mode” prompts that deliver the kind of slides consultants charge $2,000 for. (Save this before it disappears)

Glow_Fragrance's tweet image. R.I.P Powerpoint.

Kimi AI can build McKinsey-level decks in 10 minutes.

No more wasting hours on formatting.
Here are 8 “God-Mode” prompts that deliver the kind of slides consultants charge $2,000 for.

 (Save this before it disappears)

Adding more keywords to your search campaign is making it worse. You need to stop thinking that more keywords means more reach, traffic, and sales. Because I've seen how most brands add keywords: 20 → 40 →60 → 80 → infinite... And before they know it, they have an ad

mrfeldmanSEM's tweet image. Adding more keywords to your search campaign is making it worse.

You need to stop thinking that more keywords means more reach, traffic, and sales.

Because I've seen how most brands add keywords:

20 → 40 →60 → 80 → infinite...

And before they know it, they have an ad

A new report just launched! ✨ Go beyond last click with the Conversion Attribution Analysis report — see how your demand creation media is driving your wins. It shows you… 🔹 Assists vs. last touch 🔹 Early engagement 🔹 Full-path view Learn more: goo.gle/4sQ0slE

googleanalytics's tweet image. A new report just launched! ✨

Go beyond last click with the Conversion Attribution Analysis report — see how your demand creation media is driving your wins.

It shows you… 
🔹 Assists vs. last touch 
🔹 Early engagement 
🔹 Full-path view

Learn more: goo.gle/4sQ0slE

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