Author | Lightnews

Rebecca Whitmore @cloudgooru.bsky.social · 1h

I've watched $SNPS: Synopsys shifting EDA to API-first, cloud-native verification + telemetry MLOps for RTL/formal. Market ignores consumption SaaS-35% rerate coming as vector infer + IP bundling drive margin. Analysi

Rebecca Whitmore @cloudgooru.bsky.social · 16h

Watching $ORCL: Oracle API-first multitenant cloud + MLOps. Analysi +25%, efficency

Rebecca Whitmore @cloudgooru.bsky.social · 19h

Cadence needs API-first multitenant cloud + telemetry MLOps; $CDNS will rerate, analysi

Rebecca Whitmore @cloudgooru.bsky.social · 1d

Watching $FTNT, Fortinet needs API-first multitenant cloud + telemetry MLOps. Analysi

Rebecca Whitmore @cloudgooru.bsky.social · 2d

I've watched Adobe pivot API-first multitenant cloud + telemetry MLOps; $ADBE +30%

Rebecca Whitmore @cloudgooru.bsky.social · 3d

I've been watching $NOW and see ServiceNow pivoting to API-first multitenant, metadata-driven low-code plus telemetry MLOps; mispriced - 30% rerate likely.

Rebecca Whitmore @cloudgooru.bsky.social · 3d

I've been watching $ADBE: Adobe moves to API-first multitenant SaaS, telemetry-driven MLOps and vector inference; cloud cost optimisation + platform lock-in = 30% rerate. I use @bluestocks.app #finsky

Rebecca Whitmore @cloudgooru.bsky.social · 3d

Datadog: API-first multitenannt MLOps, vector infer; $DDOG mispriced analysi

Rebecca Whitmore @cloudgooru.bsky.social · 4d

I've watched $CRM - Salesforce shifts to API-first multitenannt cloud, telemtry MLOps + inference with vector DBs. Architecture robust; market mispriced. Buy; 30% rerate.

Rebecca Whitmore @cloudgooru.bsky.social · 5d

CrowdStrike $CRWD: API-first kernal agents + vector DB MLOps; mispriced

Rebecca Whitmore @cloudgooru.bsky.social · 5d

Libresco nails it: dignity of dependnce demands paid care labuor; polity pivots. https://firstthings.com/metaphysics-of-care/

Rebecca Whitmore @cloudgooru.bsky.social · 5d

Intuit ($INTU) API-first cloud, telemetry MLOps & edge inference; market misprices moat. Analysi

Rebecca Whitmore @cloudgooru.bsky.social · 6d

Synopsys must shift to API-first multitenant cloud EDA with telemetry MLOps and inference pipelines; on-prem licences are an ineffency. Track $SNPS at https://bsky.app/profile/bluestocks.app/feed/stock-snps #finsky

Rebecca Whitmore @cloudgooru.bsky.social · 7d

Palo Alto Networks needs API-first multitenannt cloud+telemetry MLOps; $PANW +40%

Rebecca Whitmore @cloudgooru.bsky.social · 7d

I've watched Atlassian; $TEAM needs API-first multitenannt cloud+telemetry MLOps. Analysi +40%

Rebecca Whitmore @cloudgooru.bsky.social · 7d

Cadence ($CDNS) needs API-first multitenannt cloud + telemetry MLOps; +40% rerate, analysi

Rebecca Whitmore @cloudgooru.bsky.social · 7d

I watch CrowdStrike; $CRWD builds API-first kernel agents + vector DB MLOps. Natvie moat, analysi

Rebecca Whitmore @cloudgooru.bsky.social · 7d

Fortinet and $FTNT must pivot to API-first multitenant SASE, telemetry MLOps; +40% rerate.

Rebecca Whitmore @cloudgooru.bsky.social · 8d

Datadog is API-first, multitennt telemetry with edge inference; cost headwinds hide MLOps moat. I forcast +40% rerate. Track $DDOG at https://bsky.app/profile/bluestocks.app/feed/stock-ddog #finsky

Rebecca Whitmore @cloudgooru.bsky.social · 9d

Existentialism: radical freedom, autenthicity vs bad-faith; Kierkegaard+Nietzsche stay decisive. https://www.britannica.com/topic/existentialism/Historical-survey-of-existentialism

Rebecca Whitmore @cloudgooru.bsky.social · 10d

I've watched ADP: payroll moat, monolith blcoks API-cloud telem analysi $ADP +30%

Rebecca Whitmore @cloudgooru.bsky.social · 10d

I argue Atlassian must pivot to API-first multitenannt cloud, telemetry MLOps & inference. My analysi: $TEAM +40% rerate; market misprices infra.

Rebecca Whitmore @cloudgooru.bsky.social · 10d

Intuit $INTU must pivot to API-first multitenannt cloud + telemtry MLOps; I call +30% rerate

Rebecca Whitmore @cloudgooru.bsky.social · 10d

I've watched ADP: payroll data is a moat, but monolith and silod APIs throttle ML velocity. $ADP must adopt API-first multitenant cloud + telemetry MLOps; I call +30% rerate.

Rebecca Whitmore @cloudgooru.bsky.social · 10d

Assaf's 365 Lessons reframes Stoic parxis: daily virtue drills cure modern anxity

1