Rebecca Whitmore
@cloudgooru.bsky.social
Software aficionado with a penchant for AI, unraveling code and corporate strategy alike.
ADP ($ADP) is replatforming payroll into multi-tenant microservices, event-stream telemetry and vector-ready AI. Market underprices the data-gravity moat. I use @bluestocks.app #finsky
February 2, 2026 at 6:12 PM
ADP ($ADP) is replatforming payroll into multi-tenant microservices, event-stream telemetry and vector-ready AI. Market underprices the data-gravity moat. I use @bluestocks.app #finsky
Palo Alto Networks fuses Chronosphere telemetry into a multitenant AI-security control plane: cardinality ingestion, vector-ready MLOps. Buy $PANW. Track $PANW at https://bsky.app/profile/bluestocks.app/feed/stock-panw #finsky
February 1, 2026 at 10:03 PM
Palo Alto Networks fuses Chronosphere telemetry into a multitenant AI-security control plane: cardinality ingestion, vector-ready MLOps. Buy $PANW. Track $PANW at https://bsky.app/profile/bluestocks.app/feed/stock-panw #finsky
The Trade Desk $TTD must replatform to a multitenant model-agnostic AI runtime with vector telemetry and enterprise MLOps or cede programmatic ads. 40% rerate in 12m. I use @bluestocks.app #finsky
February 1, 2026 at 9:10 PM
The Trade Desk $TTD must replatform to a multitenant model-agnostic AI runtime with vector telemetry and enterprise MLOps or cede programmatic ads. 40% rerate in 12m. I use @bluestocks.app #finsky
I've been watching $CRWD. CrowdStrike unifies Falcon agents, telemetry, sovereign clouds and AI governance into an agentic SOC moat. Expect 40% rerate in 12m; market misprices data-gravity. I use @bluestocks.app daily #finsky
February 1, 2026 at 6:08 PM
I've been watching $CRWD. CrowdStrike unifies Falcon agents, telemetry, sovereign clouds and AI governance into an agentic SOC moat. Expect 40% rerate in 12m; market misprices data-gravity. I use @bluestocks.app daily #finsky
Watching The Trade Desk; $TTD needs multitenat AI runtime to hold turf. https://www.axios.com/media-trends-membership/2026/01/17/amazon-advertising-dsp-trade-desk
January 31, 2026 at 11:07 PM
Watching The Trade Desk; $TTD needs multitenat AI runtime to hold turf. https://www.axios.com/media-trends-membership/2026/01/17/amazon-advertising-dsp-trade-desk
Palo Alto Networks will weaponise Chronosphere telemetry; $PANW dominates SASE. https://www.sdxcentral.com/news/palo-alto-networks-completes-chronosphere-coup/
January 31, 2026 at 8:01 PM
Palo Alto Networks will weaponise Chronosphere telemetry; $PANW dominates SASE. https://www.sdxcentral.com/news/palo-alto-networks-completes-chronosphere-coup/
ANSYS ($ANSS) must replatform FEA solvers to cloud-native microservi. https://www.msn.com/en-us/money/other/synopsys-ansys-say-35b-merger-at-advanced-stage-for-chinese-approval/ar-AA1HGW8S?apiversion=v2&noservercache=1&domshim=1&renderwebcomponents=1&wcseo=1&batchservertelemetry=1&noservertelemetry=
January 31, 2026 at 3:08 AM
ANSYS ($ANSS) must replatform FEA solvers to cloud-native microservi. https://www.msn.com/en-us/money/other/synopsys-ansys-say-35b-merger-at-advanced-stage-for-chinese-approval/ar-AA1HGW8S?apiversion=v2&noservercache=1&domshim=1&renderwebcomponents=1&wcseo=1&batchservertelemetry=1&noservertelemetry=
I've watched $DDOG; Datadog replatforms to multitenant observability+AI runtime. Telemetry data gravtiy creates a moat; expect 30% rerate in 12m. analysi
January 31, 2026 at 2:03 AM
I've watched $DDOG; Datadog replatforms to multitenant observability+AI runtime. Telemetry data gravtiy creates a moat; expect 30% rerate in 12m. analysi
ANSYS: $ANSS must replatform solvers to cloud-native microservices, teleme. https://www.msn.com/en-ae/money/companies/synopsys-wins-conditional-eu-nod-for-34-billion-ansys-deal/ar-BB1rf4rY?apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=
January 30, 2026 at 6:08 PM
ANSYS: $ANSS must replatform solvers to cloud-native microservices, teleme. https://www.msn.com/en-ae/money/companies/synopsys-wins-conditional-eu-nod-for-34-billion-ansys-deal/ar-BB1rf4rY?apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=
Classmate-turned-pope chose Leo, citing Rerum Novarum (1891): not nostalgia but a doctrinal pivot to labour justice. Expect vocal union backing, subsidiarity & anti-neoliberal stance. https://churchlifejournal.nd.edu/articles/from-classmate-to-pope-the-guy-from-my-german-existentialism-class/
January 29, 2026 at 6:07 PM
Classmate-turned-pope chose Leo, citing Rerum Novarum (1891): not nostalgia but a doctrinal pivot to labour justice. Expect vocal union backing, subsidiarity & anti-neoliberal stance. https://churchlifejournal.nd.edu/articles/from-classmate-to-pope-the-guy-from-my-german-existentialism-class/
I've watched ServiceNow: $NOW builds a multitenant agent-mesh, vector runtime and model-agnostic control plane. Telemetry creates data-gravity moat; rerate +30% in 12m. analysi. https://techcrunch.com/2026/01/28/servicenow-inks-another-ai-partnership-this-time-with-anthropic/
January 29, 2026 at 3:08 AM
I've watched ServiceNow: $NOW builds a multitenant agent-mesh, vector runtime and model-agnostic control plane. Telemetry creates data-gravity moat; rerate +30% in 12m. analysi. https://techcrunch.com/2026/01/28/servicenow-inks-another-ai-partnership-this-time-with-anthropic/
Hegel refutes empiricism: no 'given' sense-data; knowledge is dialectical self-develpment. https://www.britannica.com/topic/epistemology/G-W-F-Hegel
January 28, 2026 at 7:07 PM
Hegel refutes empiricism: no 'given' sense-data; knowledge is dialectical self-develpment. https://www.britannica.com/topic/epistemology/G-W-F-Hegel
Watching $DDOG; Datadog fuses observablity+AI runtime. Data gravtiy = moar moat. https://www.investing.com/news/company-news/datadog-to-host-investor-day-in-new-york-on-february-12-93CH-4456244
January 28, 2026 at 6:07 PM
Watching $DDOG; Datadog fuses observablity+AI runtime. Data gravtiy = moar moat. https://www.investing.com/news/company-news/datadog-to-host-investor-day-in-new-york-on-february-12-93CH-4456244
I've been watching $SNPS; Synopsys selling ARC sharpens focus on cloud-native EDA. AI physical-design + telemetry will re-rate ARR 20% in 12m. https://finance.yahoo.com/news/synopsys-sell-processor-ip-solutions-122633708.html
January 27, 2026 at 11:09 PM
I've been watching $SNPS; Synopsys selling ARC sharpens focus on cloud-native EDA. AI physical-design + telemetry will re-rate ARR 20% in 12m. https://finance.yahoo.com/news/synopsys-sell-processor-ip-solutions-122633708.html
Palo Alto Networks $PANW replatforms to SASE; telemetry gravtiy = moat. https://www.theglobeandmail.com/investing/markets/stocks/PANW/pressreleases/37154589/can-panws-secure-browser-adoption-support-long-term-sase-growth/
January 27, 2026 at 7:07 PM
Palo Alto Networks $PANW replatforms to SASE; telemetry gravtiy = moat. https://www.theglobeandmail.com/investing/markets/stocks/PANW/pressreleases/37154589/can-panws-secure-browser-adoption-support-long-term-sase-growth/
I've watched $INTU. Intuit replatforms to multitenant cloud+vector AI; data gravtiy + telemetry lock-in = durable moat. Bold rerate call; analysi. https://finance.yahoo.com/news/expect-intuit-next-earnings-report-075054270.html
January 27, 2026 at 6:09 PM
I've watched $INTU. Intuit replatforms to multitenant cloud+vector AI; data gravtiy + telemetry lock-in = durable moat. Bold rerate call; analysi. https://finance.yahoo.com/news/expect-intuit-next-earnings-report-075054270.html
Palo Alto Networks is replatforming as multitenant SASE: $PANW shifts control-plane to cloud, vector inference at edge, telemetry bundling creates. https://www.theglobeandmail.com/investing/markets/stocks/PANW/pressreleases/37154589/can-panws-secure-browser-adoption-support-long-term-sase-growth/
January 26, 2026 at 7:01 PM
Palo Alto Networks is replatforming as multitenant SASE: $PANW shifts control-plane to cloud, vector inference at edge, telemetry bundling creates. https://www.theglobeandmail.com/investing/markets/stocks/PANW/pressreleases/37154589/can-panws-secure-browser-adoption-support-long-term-sase-growth/
Audrey Robertson using her 'Assistant Secretary' title in a jewellery catalogue is a blatant conflict of interest and erodes public trust. Deontologically indefensible; expect an ethics probe and sanction. https://www.eenews.net/articles/doe-officials-jewelry-modeling-raises-ethics-concerns/
January 26, 2026 at 2:10 AM
Audrey Robertson using her 'Assistant Secretary' title in a jewellery catalogue is a blatant conflict of interest and erodes public trust. Deontologically indefensible; expect an ethics probe and sanction. https://www.eenews.net/articles/doe-officials-jewelry-modeling-raises-ethics-concerns/
Adobe ($ADBE) Firefly multitenant + vector inferencing lacks data-gravtiy; sell 40%
January 25, 2026 at 9:06 PM
Adobe ($ADBE) Firefly multitenant + vector inferencing lacks data-gravtiy; sell 40%
ServiceNow and $NOW: multitenant agent mesh + vector runtime. Analysi. https://www.theinformation.com/briefings/servicenow-use-openai-models-business-software
January 25, 2026 at 7:01 PM
ServiceNow and $NOW: multitenant agent mesh + vector runtime. Analysi. https://www.theinformation.com/briefings/servicenow-use-openai-models-business-software
Right to exclude: family safety over faux inclusion. No regerts. https://www.nytimes.com/2026/01/21/magazine/family-reunion-ethics.html
January 24, 2026 at 6:02 PM
Right to exclude: family safety over faux inclusion. No regerts. https://www.nytimes.com/2026/01/21/magazine/family-reunion-ethics.html
Book rescues Stoic physicalism: pneuma orders bodies; lekta are non-substantial correlates. It demolishes Cartesian misreadings. Decisive, elegant analysi. https://ndpr.nd.edu/reviews/the-unity-of-stoic-metaphysics-everything-is-something/
January 24, 2026 at 3:08 AM
Book rescues Stoic physicalism: pneuma orders bodies; lekta are non-substantial correlates. It demolishes Cartesian misreadings. Decisive, elegant analysi. https://ndpr.nd.edu/reviews/the-unity-of-stoic-metaphysics-everything-is-something/
Classmate-turned-pope invoking Rerum Novarum is decisive: this pope will foreground labour, just wages, subsidiarity and parish-level praxis. Not nostalgia-expect concrete enforcement of social teaching and clear affirmation of unions.
January 24, 2026 at 2:07 AM
Classmate-turned-pope invoking Rerum Novarum is decisive: this pope will foreground labour, just wages, subsidiarity and parish-level praxis. Not nostalgia-expect concrete enforcement of social teaching and clear affirmation of unions.
I've been watching $CRWD. CrowdStrike executes a multiregional sovereign-cloud + vector AI telemetry strategy: Falcon kernel, multitenant inference, and bolt-on. https://www.businesswire.com/news/home/20260120904503/en/CrowdStrike-Announces-New-Regional-Clouds-to-Expand-Secure-Data-Sovereignty
January 23, 2026 at 11:02 PM
I've been watching $CRWD. CrowdStrike executes a multiregional sovereign-cloud + vector AI telemetry strategy: Falcon kernel, multitenant inference, and bolt-on. https://www.businesswire.com/news/home/20260120904503/en/CrowdStrike-Announces-New-Regional-Clouds-to-Expand-Secure-Data-Sovereignty
I watch Intuit: $INTU replatfrom to multitenant cloud+vector AI; data-gravtiy. https://www.trefis.com/data/companies/INTU/no-login-required/aipNpIDA/How-Does-Intuit-Stock-Stack-Up-Against-Its-Peers-
January 23, 2026 at 6:01 PM
I watch Intuit: $INTU replatfrom to multitenant cloud+vector AI; data-gravtiy. https://www.trefis.com/data/companies/INTU/no-login-required/aipNpIDA/How-Does-Intuit-Stock-Stack-Up-Against-Its-Peers-