iiinova — where your digital self keeps evolving

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

Tesla operates the largest real-world AI inference network through FSD. Robotaxi launches in live cities shift autonomy from theory to deployment. Energy profits reached $1.1B, funding autonomy investment. Dojo and custom inference chips reduce external compute dependence as fleet-scale AI expands.

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

Azure demand remains supply-constrained, reinforcing pricing discipline and margin durability.

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

$MSFT | +16.6% YTD Microsoft anchors enterprise AI spend through Azure and OpenAI. Contracted AI cloud commitments now exceed $250B, creating long-term visibility. Copilot monetization embeds AI directly into Office workflows, raising switching costs.

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

Meta commoditizes the model layer with open-source Llama while monetizing outcomes through ads. AI-driven ad automation reached a $60B run rate. ARPP climbed to $14.46, reflecting efficiency gains rather than ad load. User-scale creates a feedback loop competitors cannot replicate.

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

Search integrations expanded query volume, supporting ad monetization.

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

$GOOGL | +65.8% YTD Google controls silicon, infrastructure, models, and users. A $155B cloud backlog signals long-duration AI demand. Gemini reduced inference latency by 40%, enabling real-time multimodal use. 650M Gemini MAUs convert infrastructure advantage into distribution leverage.

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

Blackwell accelerated demand, turning memory from commodity into strategic asset.

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

$MU | +228.3% YTD Micron sits at the AI memory choke point. HBM3e bandwidth defines system-level performance as compute scales faster than memory. Micron sold out 2025 and 2026 HBM capacity, locking in pricing leverage uncommon for cyclical memory.

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

Every major AI chip vendor depends on TSMC’s yields, scale, and advanced-node execution.

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

$TSM | +48.2% YTD TSMC remains the unavoidable toll booth for advanced AI silicon. CoWoS packaging constrains accelerator supply, reinforcing pricing power. 3nm represents 23% of wafer revenue, and $42B in CAPEX secures future dominance.

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

Commercial adoption now drives growth alongside government demand.

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

Palantir transitioned from services-heavy deployments to repeatable software scale. AIP bootcamps compress sales cycles and convert pilots into production rapidly. 204 contracts above $1M highlight enterprise commitment. Margins expanded past 50%, driven by software leverage rather than headcount.

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

Custom accelerators plus interconnects create a compounding revenue stream tied directly to AI cluster expansion.

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

$AVGO | +51.0% YTD Broadcom benefits as hyperscalers design custom silicon to reduce Nvidia dependence. A $73B AI backlog reflects multi-year ASIC and networking demand. Ethernet-based AI back-end networks favor Broadcom’s switch portfolio as cluster size grows.

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

Inference economics, not training cycles, anchor durability as AI workloads scale across enterprises.

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

$NVDA | +36.4% YTD Nvidia’s moat moved from chips to systems. Blackwell and GB300 push customers into rack-scale architectures, increasing switching costs beyond GPUs. Networking revenue reached $8.2B, doubling as clusters densify. CUDA remains the gatekeeper.

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

Paris cluster launch and a $1B European rollout targeting H200 and Blackwell GPUs create regional scarcity leverage outside US hyperscalers.

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

Nebius is emerging as a “sovereign AI” neocloud. Purpose-built GPU clusters, not legacy cloud baggage. A $17.4B GPU capacity agreement with Microsoft plus a $3B Meta deal locked in demand.

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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

Rising RPO highlights long-dated commitments as customers embed Snowflake deeper into core data infrastructure.

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

Snowflake monetizes data gravity by bringing AI workloads directly to where data lives. Separation of compute and storage enables flexible scaling and cost control. Cortex and Snowpark allow enterprises to deploy AI models without data movement, reducing friction and risk.

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

$SNOW | NTM revenue growth +24.7%

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

The Max subscription tier lifts ARPU through GenAI features while maintaining retention, extending the flywheel beyond language learning.

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

$DUOL | NTM revenue growth +24.9% Duolingo’s competitive edge comes from data scale and engagement. Billions of daily learning interactions continuously retrain AI models competitors cannot replicate. Expansion into math and music reuses the same engagement engine.

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

Expanding enterprise penetration and rising ARR per customer reinforce visibility and long-duration revenue characteristics.

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

$RBRK | NTM revenue growth +25.2% Rubrik defines cyber resilience rather than simple backup. Regulatory pressure around breach disclosure elevates instant recovery to a board-level priority. Subscription growth is driven by ransomware defense and cloud migration, not discretionary IT upgrades.

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

Software and financial services drive margin expansion as international and offline GMV scale on the same core platform.

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

Shopify functions as the neutral operating layer for global commerce. Shop Pay’s conversion advantage strengthens merchant economics while reinforcing the consumer network effect. Enterprise and B2B adoption expands addressable volume without capital-heavy logistics exposure.

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

$SHOP | NTM revenue growth +26.4%

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

Generative AI tools lower skill barriers and broaden use cases beyond designers. High engagement and workflow embedding create switching costs that support durable long-term growth.

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

$FIG | NTM revenue growth +26.4% Figma has become the default collaboration layer for digital product design. Browser-native architecture enables real-time workflows legacy desktop tools cannot replicate. Dev Mode expands monetization to developers, materially increasing TAM.

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

International expansion remains underpenetrated, and large multi-year deals reinforce Axon’s role as a global standard rather than a niche vendor.

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

Axon dominates the public safety software stack through long-term contracts tied to mission-critical workflows. AI-drafted police reports reduce administrative burden, making churn unlikely. High-margin cloud subscriptions increasingly drive growth relative to hardware.

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

$AXON | NTM revenue growth +27.1%

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

Large enterprise customers now generate the majority of revenue, reinforcing durability. Every request flowing through the network improves threat intelligence and model performance, strengthening the data flywheel.

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

$NET | NTM revenue growth +27.5% Cloudflare is transforming the network edge into a programmable cloud for AI, security, and performance. Workers AI and zero-egress storage disrupt hyperscaler economics, especially for latency-sensitive workloads.

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

Platform margins exceeding 80% fund aggressive buybacks, creating a rare mix of hyper-growth and capital return. Expansion into e-commerce and CTV adds incremental runway without rewriting the core model.

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

$APP | NTM revenue growth +28.3% AppLovin’s AXON engine has become a monetization standard driven by conversion efficiency rather than traffic growth. Revenue per install surged after AXON 2.0, showing AI effectiveness rather than ad load inflation.

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

Agentic marketing workflows increase customer dependency while lowering total cost of ownership, appealing to CFO-led consolidation efforts. Operating leverage is improving as platform usage scales faster than operating expense.

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

$ZETA | NTM revenue growth +29.6% Zeta is benefiting from a structural replacement cycle as enterprises move away from fragmented marketing stacks toward unified, AI-native platforms. Its identity graph of 2.4B profiles supports precise targeting without third-party cookies.

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

Over 200 deals above $1M signal expanding contract sizes, not experimentation. Defense and government demand adds durability as software becomes mission-critical infrastructure rather than discretionary spend.

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

$PLTR | NTM revenue growth +46.4% Palantir is evolving into an enterprise and government operating system rather than a point-solution AI vendor. AIP bootcamps are compressing deployment cycles from months to days, accelerating deal conversion into production contracts.

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

$SNOW, $DUOL, $RBRK, $SHOP, $FIG, $AXON, $NET, $APP, $ZETA, $PLTR 👇

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

Goldman Sachs sees generative AI reaching 95% of organizations, driving $300B in incremental SaaS spend as value shifts from infrastructure to applications. Margins will be tested, but software is where AI turns into cash flow. Here’s where the setup still looks asymmetric:

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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

Software sentiment remains cautious, but the next tech supercycle is forming where real leverage lives: inside enterprise data layers, not consumer apps.

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

$MDB benefits from application and streaming demand tied to AI-driven development, while $ORCL stands out for its backlog surge, highlighting infrastructure-scale commitments. Both are expected to grow revenue around +20%.

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