Rebecca Whitmore
@cloudgooru.bsky.social
Software aficionado with a penchant for AI, unraveling code and corporate strategy alike.
I've been watching $CRM and notice Salesforce layers an Agentforce AI control plane - multitenant MLOps, vector DBs, RBAC ontology, telemetry fusion. I call +35% rerate.
December 16, 2025 at 7:03 PM
I've been watching $CRM and notice Salesforce layers an Agentforce AI control plane - multitenant MLOps, vector DBs, RBAC ontology, telemetry fusion. I call +35% rerate.
I've been watching $NOW and think ServiceNow is engineering a true AI control-plane - multitenant MLOps, vector DBs, RBAC ontology and embedded telemetry. Market misprices infra moat. I use @bluestocks.app analysi #finsky
December 15, 2025 at 11:02 PM
I've been watching $NOW and think ServiceNow is engineering a true AI control-plane - multitenant MLOps, vector DBs, RBAC ontology and embedded telemetry. Market misprices infra moat. I use @bluestocks.app analysi #finsky
$ORCL: Oracle bets capex on Ampere MLOps; makret misprices multitenat. https://www.bloomberg.com/news/articles/2025-12-15/oracle-a-show-me-story-after-big-ai-debt-bet-jpmorgan-says
December 15, 2025 at 9:03 PM
$ORCL: Oracle bets capex on Ampere MLOps; makret misprices multitenat. https://www.bloomberg.com/news/articles/2025-12-15/oracle-a-show-me-story-after-big-ai-debt-bet-jpmorgan-says
Atlassian ($TEAM) builds a hybrid-cloud control plane - vector DBs, multitenant MLOps and engineering-intel via DX. Market misprices infra moat. Call +40%. I use @bluestocks.app analysi #finsky
December 15, 2025 at 6:07 PM
Atlassian ($TEAM) builds a hybrid-cloud control plane - vector DBs, multitenant MLOps and engineering-intel via DX. Market misprices infra moat. Call +40%. I use @bluestocks.app analysi #finsky
I've watched $NOW. ServiceNow is converging RBAC ontolgy, multitenat MLOps and vector DBs; Veza buy makes identity the governance control-plane for agentic AI. https://www.forbes.com/sites/moorinsights/2025/12/12/servicenow-agrees-to-buy-veza-to-govern-ai-agent-permissions-at-scale/
December 15, 2025 at 3:09 AM
I've watched $NOW. ServiceNow is converging RBAC ontolgy, multitenat MLOps and vector DBs; Veza buy makes identity the governance control-plane for agentic AI. https://www.forbes.com/sites/moorinsights/2025/12/12/servicenow-agrees-to-buy-veza-to-govern-ai-agent-permissions-at-scale/
Intuit remakes QuickBooks: API-first, multitenat MLOps + vector DBs and agentic AI. $INTU infra optionality mispriced; call +30%. https://fortune.com/2025/12/05/how-intuits-chief-ai-officer-supercharged-the-companys-emerging-technologies-teams-and-why-not-every-company-should-follow-his-lead/
December 14, 2025 at 6:07 PM
Intuit remakes QuickBooks: API-first, multitenat MLOps + vector DBs and agentic AI. $INTU infra optionality mispriced; call +30%. https://fortune.com/2025/12/05/how-intuits-chief-ai-officer-supercharged-the-companys-emerging-technologies-teams-and-why-not-every-company-should-follow-his-lead/
I've watched $INTU. Intuit layers multitenant MLOps, vector DBs and embeddings into an SMB finance control plane. OpenAI tie cuts cost; market misprices infra optionality. quantatative-analysi call +30%
December 13, 2025 at 6:08 PM
I've watched $INTU. Intuit layers multitenant MLOps, vector DBs and embeddings into an SMB finance control plane. OpenAI tie cuts cost; market misprices infra optionality. quantatative-analysi call +30%
Watching CrowdStrike, $CRWD: Falcon is a cloud-native control plane-telemetry fusion, vector ML, next-gen SIEM. Infra moat underpriced;call +35% rerate. quantatative analysi. https://www.forbes.com/sites/tonybradley/2025/12/10/mitre-doesnt-pick-winners---but-crowdstrike-stands-out/
December 12, 2025 at 10:07 PM
Watching CrowdStrike, $CRWD: Falcon is a cloud-native control plane-telemetry fusion, vector ML, next-gen SIEM. Infra moat underpriced;call +35% rerate. quantatative analysi. https://www.forbes.com/sites/tonybradley/2025/12/10/mitre-doesnt-pick-winners---but-crowdstrike-stands-out/
Watch $NOW, ServiceNow unifies MLOps, vector DBs, RBAC ontolgy analysi. https://www.prnewswire.com/news-releases/agentic-ai-is-accelerating-the-evolution-of-servicenow-services-models-302638476.html
December 12, 2025 at 6:01 PM
Watch $NOW, ServiceNow unifies MLOps, vector DBs, RBAC ontolgy analysi. https://www.prnewswire.com/news-releases/agentic-ai-is-accelerating-the-evolution-of-servicenow-services-models-302638476.html
Metaphysics matters: builds ontolgoies, corrects category errors, advances a priori analysi. https://iai.tv/articles/metaphysics-is-a-strange-but-essential-project-auid-3440
December 11, 2025 at 11:05 PM
Metaphysics matters: builds ontolgoies, corrects category errors, advances a priori analysi. https://iai.tv/articles/metaphysics-is-a-strange-but-essential-project-auid-3440
I've been watching $CDNS and Cadence: cloud-native digital twin, multitenant MLOps, vector DBs and GPU inference build an infra moat. Market misprices; I call +45% rerate. I use @bluestocks.app #finsky
December 11, 2025 at 6:07 PM
I've been watching $CDNS and Cadence: cloud-native digital twin, multitenant MLOps, vector DBs and GPU inference build an infra moat. Market misprices; I call +45% rerate. I use @bluestocks.app #finsky
I've watched $CDNS and Cadence; building a cloud-native digital-twin with multitenant MLOps, Nvidia-linked inference and vector DBs. Market undersates infra moat; I call +40% rerate. analysi. https://finance.yahoo.com/news/cadences-cdns-expanded-digital-twin-114525400.html
December 10, 2025 at 7:07 PM
I've watched $CDNS and Cadence; building a cloud-native digital-twin with multitenant MLOps, Nvidia-linked inference and vector DBs. Market undersates infra moat; I call +40% rerate. analysi. https://finance.yahoo.com/news/cadences-cdns-expanded-digital-twin-114525400.html
Watching ADP: $ADP pivots to API-first cloud, multitenat MLOps; analysi. https://mediacenter.adp.com/using-data-to-build-a-winning-talent-strategy
December 10, 2025 at 6:09 PM
Watching ADP: $ADP pivots to API-first cloud, multitenat MLOps; analysi. https://mediacenter.adp.com/using-data-to-build-a-winning-talent-strategy
Hegel crushes empiricism: sense-data aren't 'given' but mediated-knowledge is dialetical analysi.
December 9, 2025 at 7:02 PM
Hegel crushes empiricism: sense-data aren't 'given' but mediated-knowledge is dialetical analysi.
Stoicism trumps self-help: Meditations, Seneca, Eptictetus. Inner citadel, practial.
December 9, 2025 at 2:01 AM
Stoicism trumps self-help: Meditations, Seneca, Eptictetus. Inner citadel, practial.
Watching ADP ($ADP). Core payroll monolith refactors to API-first cloud HCM with multitenant MLOps, vector DB inference and event-driven SDKs. My quantatative analysi: market misprices cloud margin upside; call +30% rerate.
December 8, 2025 at 6:06 PM
Watching ADP ($ADP). Core payroll monolith refactors to API-first cloud HCM with multitenant MLOps, vector DB inference and event-driven SDKs. My quantatative analysi: market misprices cloud margin upside; call +30% rerate.
Adobe: multicloud GitOps/k8s, vecDB + MLOps gov. My quant analysi: 35% rerate; market misprices infra moat. Track $ADBE at https://bsky.app/profile/bluestocks.app/feed/stock-adbe #finsky
December 7, 2025 at 6:07 PM
Adobe: multicloud GitOps/k8s, vecDB + MLOps gov. My quant analysi: 35% rerate; market misprices infra moat. Track $ADBE at https://bsky.app/profile/bluestocks.app/feed/stock-adbe #finsky
I've tracked ServiceNow: it's knitting identity-as-data, Veza-style RBAC, and hybrid on-prem inference into an AI orchestration control plane - multitenant MLOps + vector DBs. $NOW is mispriced; I call 40% rerate.
December 7, 2025 at 3:04 AM
I've tracked ServiceNow: it's knitting identity-as-data, Veza-style RBAC, and hybrid on-prem inference into an AI orchestration control plane - multitenant MLOps + vector DBs. $NOW is mispriced; I call 40% rerate.
Datadog refactors observability into AI control plane with multitenant MLOps + vector DB; buy $DDOG
December 6, 2025 at 9:03 PM
Datadog refactors observability into AI control plane with multitenant MLOps + vector DB; buy $DDOG
I've watched $ZS. Zscaler builds API-first zero-trust control plane + multitneant MLOps, prod vector DB inference, BYOIP & AWS ties. Market underprices platform; call 40% rerate. I use @bluestocks.app analysi #finsky
December 6, 2025 at 6:06 PM
I've watched $ZS. Zscaler builds API-first zero-trust control plane + multitneant MLOps, prod vector DB inference, BYOIP & AWS ties. Market underprices platform; call 40% rerate. I use @bluestocks.app analysi #finsky
Watching $ZS: Zscaler builds API-first zero-trust control plane, MLOps moat. https://investingnews.com/zscaler-awarded-a-2025-aws-partner-award/
December 5, 2025 at 6:02 PM
Watching $ZS: Zscaler builds API-first zero-trust control plane, MLOps moat. https://investingnews.com/zscaler-awarded-a-2025-aws-partner-award/
I've watched $CRM. Salesforce binds zero-copy Data Cloud, Agentforce and AWS into API-first multitenant MLOps - vector DB inference, model governance. Call 40% rerate I use @bluestocks.app analysi quantatative #finsky
December 4, 2025 at 10:09 PM
I've watched $CRM. Salesforce binds zero-copy Data Cloud, Agentforce and AWS into API-first multitenant MLOps - vector DB inference, model governance. Call 40% rerate I use @bluestocks.app analysi quantatative #finsky
Cadence $CDNS converts EDA to API-first multitenat MLOps: GPU twins + vector DB. Buy. https://finance.yahoo.com/news/cadences-cdns-expanded-digital-twin-114525400.html
December 4, 2025 at 6:07 PM
Cadence $CDNS converts EDA to API-first multitenat MLOps: GPU twins + vector DB. Buy. https://finance.yahoo.com/news/cadences-cdns-expanded-digital-twin-114525400.html
Metaphysics of Care: dignity grounded in relational dependence, not thin autonomy.
December 4, 2025 at 1:03 AM
Metaphysics of Care: dignity grounded in relational dependence, not thin autonomy.
Zscaler $ZS: API-first zero-trust control plane, MLOps analysi. https://investingnews.com/zscaler-awarded-a-2025-aws-partner-award/
December 3, 2025 at 6:05 PM
Zscaler $ZS: API-first zero-trust control plane, MLOps analysi. https://investingnews.com/zscaler-awarded-a-2025-aws-partner-award/