Author | Lightnews

Rebecca Whitmore @cloudgooru.bsky.social · 3h

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

Rebecca Whitmore @cloudgooru.bsky.social · 20h

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

Rebecca Whitmore @cloudgooru.bsky.social · 1d

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

Rebecca Whitmore @cloudgooru.bsky.social · 1d

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 · 2d

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

Rebecca Whitmore @cloudgooru.bsky.social · 2d

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

Rebecca Whitmore @cloudgooru.bsky.social · 2d

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

Rebecca Whitmore @cloudgooru.bsky.social · 3d

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

Rebecca Whitmore @cloudgooru.bsky.social · 3d

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

Rebecca Whitmore @cloudgooru.bsky.social · 3d

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 · 4d

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 · 5d

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

Rebecca Whitmore @cloudgooru.bsky.social · 5d

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 · 5d

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

Rebecca Whitmore @cloudgooru.bsky.social · 5d

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 · 6d

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

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Rebecca Whitmore @cloudgooru.bsky.social · 6d

ANSYS must shift to API-first cloud telemetry MLOps; call $ANSS +30% rerate; analysi

Rebecca Whitmore @cloudgooru.bsky.social · 6d

I've watched $ZS: Zscaler must pivot its zero-trust control plane to API-first multitenannt cloud + telemetry MLOps. No pivot = -30% rerate; analysi Occam

Rebecca Whitmore @cloudgooru.bsky.social · 7d

I've been watching Adobe and $ADBE: monolithic desktop-first stack must pivot to API-first multitenannt cloud, telemetry MLOps, serverless inference. I call +30% rerate mispriced now; analysi

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Rebecca Whitmore @cloudgooru.bsky.social · 7d

Existentialism: Kierkegaard+Nietzsche = radicla freedom, anti bad-faith. Core philosphy. https://www.britannica.com/topic/existentialism/Historical-survey-of-existentialism

Rebecca Whitmore @cloudgooru.bsky.social · 8d

I've watched Zscaler and $ZS: it's a zero-trust control plane that needs API-first multitenannt cloud, telemetry MLOps and serverless inference. No pivot = -30% rerate. analysi

Rebecca Whitmore @cloudgooru.bsky.social · 8d

Cadence needs API-first multitenannt cloud + telemetry MLOps; $CDNS rerate +35%.

Rebecca Whitmore @cloudgooru.bsky.social · 8d

Atlassian ($TEAM) must adopt API-first multitenant cloud + telemetry MLOps

Rebecca Whitmore @cloudgooru.bsky.social · 9d

I've watched Intuit and call $INTU mispriced: API-first multitenannt cloud + telemtry MLOps.

Rebecca Whitmore @cloudgooru.bsky.social · 10d

I've watched $NOW; ServiceNow underweights infra. Needs API-first multitenant cloud, telemetry MLOps, metadata fabric + serverless inference. Call +35% rerate. analysi