iiinova — where your digital self keeps evolving

Sergey @sergeycyw.bsky.social · 26/12/2025

Top 10 Ai Companies: Where Money Is Really Going 🧵 Capital is flowing toward companies controlling bottlenecks: compute, memory, software, or distribution. YTD performance reflects where leverage sits today. 👇 $NBIS | +198.7% YTD

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Sergey @sergeycyw.bsky.social · 25/12/2025

SaaS Is Becoming the Profit Engine of AI 🧵 AI spending started with chips and data centers. The next leg is software.

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Sergey @sergeycyw.bsky.social · 25/12/2025

The Big Data market is entering a powerful expansion phase. Estimates point to a $400B–$960B opportunity with roughly 14% CAGR through 2030. The highest expected revenue growth, above 20%, is concentrated in a small group of platforms.

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Sergey @sergeycyw.bsky.social · 25/12/2025

Top 15 Software Stocks to Watch 👇 #SNOW— Snowflake #AXON — Axon Enterprise #HOOD — Robinhood #NBIS — Nebius Group #PLTR — Palantir Technologies #NOW — ServiceNow #NU — Nu Holdings #RBRK — Rubrik #DLO — Dlocal Ltd #MELI — MercadoLibre #SE — Sea Limited #VEEV — Veeva Systems

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Sergey @sergeycyw.bsky.social · 25/12/2025

AI is no longer an add-on in digital advertising. Video is where AI impact is most visible. Global video advertising spend is projected to reach $207.5B in 2025, reinforcing the shift toward AI-optimized visual storytelling.

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Sergey @sergeycyw.bsky.social · 24/12/2025

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Sergey @sergeycyw.bsky.social · 24/12/2025

Why #GOOGL Is the Only Company That Truly Owns the Entire AI Stack 👇 Most AI leaders control parts of the stack. Google controls all of it—from silicon to users—under one balance sheet. That structural integration is starting to show up in cost curves, scale, and adoption.

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Sergey @sergeycyw.bsky.social · 24/12/2025

5 Great undervalued growth stocks the market is still misreading 🧵 Valuations are compressing while fundamentals is improve. A few stocks stand out where execution is accelerating but multiples have not rerated. 👇

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Sergey @sergeycyw.bsky.social · 24/12/2025

5 Best Stocks to Hold Long Term — Where Moats Still Matter 🧵 Markets rotate. Business models compound. Long-term winners tend to share three traits: structural tailwinds, pricing power, and capital discipline. Here are five names where fundamentals still look asymmetric. 👇 1/ $V — Visa

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Sergey @sergeycyw.bsky.social · 24/12/2025

Digital advertising is no longer about recovery. It’s about scale, automation, and capital concentration. 🧵 The market is already $843B in 2025 and is expected to reach $1.42T by 2029, growing at a 14% CAGR. Analysts expect the strongest NTM revenue growth from:

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Sergey @sergeycyw.bsky.social · 24/12/2025

Semiconductors: key players 👇 #NVDA - Dominates AI computing with Blackwell GPUs and CUDA software, powering global data centers and deep learning workloads.

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Sergey @sergeycyw.bsky.social · 24/12/2025

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Sergey @sergeycyw.bsky.social · 24/12/2025

#TTD: Growth Looks Slower — Until Political Revenue Is Stripped Out At first glance, Q3 looked uninspiring. Reported revenue growth slowed to +17.7% YoY, down sharply from +27.4% a year ago. Q4 guidance implies similar deceleration. Free cash flow margin compressed.

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Sergey @sergeycyw.bsky.social · 23/12/2025

Big Data growth is meeting real constraints 🧵 Big Data platforms still benefit from recurring revenue, high gross margins, and expanding AI use cases. Data infrastructure remain embedded in enterprise workflows, supporting long-term demand for #DDOG, #ESTC, #PLTR, #CRM, #ORCL, #SAP, #NOW, #CFLT.

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Sergey @sergeycyw.bsky.social · 23/12/2025

The AI power race has already started 👇 As AI scales, the real constraint is no longer GPUs or data. It’s megawatts. Hyperscalers are racing to secure power at the same pace they’re building compute, and the grid isn’t ready.

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Sergey @sergeycyw.bsky.social · 23/12/2025

The Trade Desk After the Drawdown: What the Market Is Missing 🧵 #TTD is down -68.3% YTD, while S&P500 up +17.2%. Should you invest now? Let’s examine the valuation, growth rate, key metrics, profitability, and expenses. 👇

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Sergey @sergeycyw.bsky.social · 23/12/2025

Top Wall Street analysts are most bullish on these 5 S&P500 stocks. 🧵 I’m aligned with them on these names. Here’s the bull case where fundamentals, positioning, and setup still look asymmetric. 👇 1/ #DDOG | Datadog Analysts PT $212.3 | +50% upside

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Sergey @sergeycyw.bsky.social · 23/12/2025

The global semiconductor industry is moving beyond a cyclical rebound into a structurally driven growth phase, powered by AI, data centers, and rising silicon content across end markets. 👇

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Sergey @sergeycyw.bsky.social · 22/12/2025

Top 15 growth stocks to watch in 2026 👇 #GOOGL — Google #AXON — Axon Enterprise #IREN — IREN Limited #NBIS — Nebius Group #PLTR — Palantir Technologies #NOW — ServiceNow #SNOW — Snowflake #NET — Cloudflare #CRWD — CrowdStrike #SOFI — SoFi Technologies #MELI — MercadoLibre

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Sergey @sergeycyw.bsky.social · 22/12/2025

Let's consider the Rule of 40 metric for evaluating SaaS* companies compared to valuation by Forward EV/S multiple. The Rule of 40 helps investors balance growth and profitability, offering deeper insights into company efficiency, unlike EV/S multiples which reflect only revenue expectations.

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Sergey @sergeycyw.bsky.social · 22/12/2025

10 most promising stocks to watch in 2026 🧵 Operating leverage, capital discipline, and control over critical infrastructure are becoming the real differentiators. 1/ $PLTR

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Sergey @sergeycyw.bsky.social · 22/12/2025

AI scale is exposing the weak points in Big Data 👇 The Big Data and security markets are no longer fighting demand. They are fighting execution, cost, and trust.

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Sergey @sergeycyw.bsky.social · 22/12/2025

AI Infrastructure is the new industrial revolution 👇 Every AI model sits on a four-layer stack worth trillions. Each layer compounds the next—manufacturing, chips, networking, and cloud. Layer 1: Manufacturing chokehold

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Sergey @sergeycyw.bsky.social · 21/12/2025

Most interesting stocks right now 👇 Hyperscalers: $AMZN $GOOGL AI Infra: $IREN $NBIS Agentic AI: $PLTR $NOW $SNOW Cybersecurity: $NET $RBRK $CRWD Fintech: $FOUR $SOFI $DLO E-commerce: $GRAB $MELI $SE $SHOP Semiconductors: $NVDA $AMD $ALAB $MU

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Sergey @sergeycyw.bsky.social · 21/12/2025

The Rule of 40 is a pivotal financial metric used to evaluate the performance of SaaS and other growth-oriented software companies. It serves as a benchmark that balances revenue growth and profitability, providing a comprehensive snapshot of a company's overall financial health.

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Sergey @sergeycyw.bsky.social · 21/12/2025

The Price/Sales/Growth (PSG) metric is a valuable valuation tool used to evaluate software companies, offering a detailed perspective that goes beyond traditional price-to-sales (P/S) ratios by incorporating the growth aspect of the business.

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Sergey @sergeycyw.bsky.social · 20/12/2025

Let’s look at SaaS* valuations from an alternative perspective: a comparison of forward P/E ratios relative to analysts’ revenue growth forecasts.

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Sergey @sergeycyw.bsky.social · 20/12/2025

Let's examine SaaS companies* valuations by analyzing the Forward EV/Gross Profit (GAAP) multiple relative to their projected NTM revenue growth.

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Sergey @sergeycyw.bsky.social · 20/12/2025

SaaS companies* are typically evaluated based on the Forward EV/Sales multiple relative to their projected NTM revenue growth.

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Sergey @sergeycyw.bsky.social · 19/12/2025

#GOOGL is no longer defined only by Search and YouTube. The center of gravity is shifting toward cloud, models, and physical AI infrastructure. Google Cloud revenue reached $15.2B, up 34% YoY, while operating income jumped 85% to $3.6B, expanding margin to 23.7%.

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Sergey @sergeycyw.bsky.social · 19/12/2025

AI Companies Leading the Infrastructure Revolution 🧵 AI investment is accelerating at a historic pace, but a critical question remains unresolved: can physical capacity scale as fast as capital and demand? Let's look at top 7 Ai companies #NBIS, #PLTR, #NVDA, #META, #TSM, #GOOGL, #TSLA 👇

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Sergey @sergeycyw.bsky.social · 19/12/2025

$AMZN is no longer just an e-commerce company 👇 Amazon’s growth engine is increasingly powered by AWS, automation, and deep infrastructure bets that most investors still underappreciate. AWS accelerated to 20.2% YoY growth, reaching $33B in quarterly revenue and a $132B annualized run rate.

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Sergey @sergeycyw.bsky.social · 19/12/2025

AI just broke the old semiconductor cycle model 🧵 The semiconductor industry is hitting a real inflection point. Estimates diverge wildly: $1.0T to $2.1T by 2032, depending on how fast AI compounds. Even the low case implies the largest expansion in the industry’s history.

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Sergey @sergeycyw.bsky.social · 18/12/2025

Duolingo Still Growing Fast — But Is AI Quietly Changing the Competitive Math? #DUOL delivered a solid quarter with strong user growth, rising ARR, and best-in-class unit economics, supported by a massive $220B education TAM and a balance sheet with minimal leverage.

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Sergey @sergeycyw.bsky.social · 18/12/2025

AI, Memory, and a Widening Gap Across Semiconductor Stocks Year-to-date performance across semiconductor stocks highlights a clear divergence between AI- and memory-exposed names and more mature or handset-linked businesses.

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Sergey @sergeycyw.bsky.social · 18/12/2025

#MU earnings: demand shock meets margin expansion #Micron delivered a quarter where growth and profitability moved in sync. Revenue reached $13.6B, up 57% YoY, well ahead of expectations. Operating income climbed 182% YoY, pushing operating margin to 45%. Net margin expanded to 38%.

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Sergey @sergeycyw.bsky.social · 18/12/2025

Is AI the weapon — or the shield? 🧵 The AI cybersecurity market is exploding: $28.5B (2025) → $136B (2032) | 24.8% CAGR Enterprises are now spending >15% more on AI-driven security to fight back. AI is redefining defense — faster, predictive. The question is: who builds the smarter shield? 👇

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Sergey @sergeycyw.bsky.social · 17/12/2025

AI’s Next Bottleneck: Has the Power Grid Become the New GPU Shortage?

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Sergey @sergeycyw.bsky.social · 17/12/2025

AI Is Rewriting the Rules of Cybersecurity 🧵 AI isn’t just changing how we attack systems — it’s transforming how we defend them. A new generation of AI-native cybersecurity platforms is scaling faster, automating faster, and reaching profitability faster than any cycle before.

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Sergey @sergeycyw.bsky.social · 17/12/2025

The Customer Acquisition Cost (CAC) Payback Period is a crucial metric for SaaS companies, measuring the time (in months) it takes to recover the cost of acquiring new customers.

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Sergey @sergeycyw.bsky.social · 17/12/2025

AI Cybersecurity Supercycle The new generation of AI-native cybersecurity platforms is scaling faster and reaching profitability faster than ever. Platform Consolidation: #PANW dominates with a unified cloud + network + endpoint platform (30% margin at $10B+ scale).

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Sergey @sergeycyw.bsky.social · 17/12/2025

Is #Duolingo Really at Risk of Being Disrupted by AI? #DUOL is down −60.8% over the last 6 months, while S&P500 is up +13.7%. Should you sell or hold now? Let’s examine the valuation, revenue growth rate by segments, key metrics, profitability, and expenses. A short 🧵👇

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Sergey @sergeycyw.bsky.social · 16/12/2025

The AI Power Bottleneck: Why Energy Is the Next Constraint in the AI Boom Margins are tightening as infrastructure spending soars. The growth of AI compute is colliding with the limits of power generation. Can the grid scale fast enough to support trillion-dollar AI ambitions? 🧵👇

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Sergey @sergeycyw.bsky.social · 16/12/2025

Fastest-Growing AI Markets of the Decade 👇 AI isn’t one market — it’s many trillion-dollar markets compounding together. 1️⃣ Agentic AI TAM — $7.9B → $236B by 2034 | 45.8% CAGR Autonomous agents that plan, reason, and execute. Public exposure: #PLTR, #NOW, #PATH, #CRM.

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Sergey @sergeycyw.bsky.social · 16/12/2025

Generative AI: From Innovation to Infrastructure 🧵 The generative AI market is scaling into its hypergrowth phase — projected to expand from $22.2B in 2025 to $109.4B by 2030 (37.6% CAGR). What began as a software trend is becoming the backbone of digital transformation.

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Sergey @sergeycyw.bsky.social · 16/12/2025

Agentic AI represents the fastest-growing AI segment, transitioning from passive assistants to autonomous systems capable of planning, reasoning, and executing complex workflows. 🧵 Market Size: $7.9 billion (2025) → $236 billion (2034) | 45.8% CAGR Key Public Companies: #PLTR #NOW #PATH 👇

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Sergey @sergeycyw.bsky.social · 16/12/2025

AI Infrastructure: The new industrial stack powering the trillion-dollar AI build-out The AI economy isn’t a single industry—it’s a layered system. Each layer feeds the next, from silicon physics to cloud delivery.

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Sergey @sergeycyw.bsky.social · 15/12/2025

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Sergey @sergeycyw.bsky.social · 15/12/2025

Big Data: The Quiet Setup Behind the Next Tech Rotation Big Data is staring at a $400B–$960B runway with ~14% CAGR into 2030. Data creation keeps compounding. Storage, processing, and analytics have no choice but to follow.

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Sergey @sergeycyw.bsky.social · 15/12/2025

Let’s look at SaaS valuations: 1. EV/Sales relative to forward growth. EV/Sales alone means nothing. A high multiple isn’t expensive if growth is strong, and a low multiple isn’t cheap if growth is collapsing. The metric only becomes useful when paired with NTM revenue expectations.

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