@InvestiAnalyst I think that might be fair as $MDB’s full year guidance was extremely conservative and de-risked vs $SNOW’s aggressive one. On the their hand, with their full year guidance raise, their Q3/4 QoQ growth shall be much lower than Q2’s.

$TMDX

"Life is too short to waste time on anything that doesn't make your heart sing. Follow your dreams, take risks, and embrace every opportunity with open arms. Believe in yourself and you'll achieve greatness. #inspiration #motivation #dreambig #success" - from twitter AI

@BigBullCap GTM issue is not that easy to be fixed. $ZS’s outperformance in SASE is actually a bad news for $NET.

Compare to $NET, $ENPH's Q1 ER was much better actually Think about that, in this environment, can we find any company with 35% of their revenue growing 25% QoQ and 100%+ YoY? $ENPH's international business is still growing like crazy even under the same tough macro.

$MSFT didn't break down Azure revenue but based on reported "Server products and cloud services", their Mar QoQ was 2.2%, way lower than Dec's 6.6% QoQ. Same applies to GCP, Mar QoQ was 1.9% vs Dec QoQ 6.5%. Both QoQ growth dropped to <1/3 Q4 level. This is good news for SaaS?

@IvanaSpear When is “at some point”? Could be 12 month later?

Just checked Azure and GC Q1 and next Q guidance as well as the tone they mentioned in the CC, actually there is still not a bottom yet and even the management didn't know when would be the end for cloud optimizations. JMHO.

This is huge for $TMDX.

Finally a good news. $TSLA

$TMDX

$TSLA FSD.

Bad macro + banking crisis, what a month! YTD -2.3%, Mar return -5.12% Portfolio: $TSLA 22.3% $S 17.3% $TMDX 16.3% $ENPH 16% $NET 15.8% $IOT 12.3% The underperformance this month was mainly due to ugly $GTLB ER, investing is hard!

$IOT

@InvestiAnalyst Wow, another excellent thread mate!!

@InvestiAnalyst Wow, excellent thread mate!!

Agree on the bullish thesis on $ENPH and this is a huge buying opportunity.

$S

Level 4 & 5 is coming $TSLA