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Bourbon Capital
RT @BourbonCap: $MU CEO: High bandwidth memory will be a $100B industry by 2028 https://t.co/NUpDB3oFP2
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RT @BourbonCap: $MU CEO: High bandwidth memory will be a $100B industry by 2028 https://t.co/NUpDB3oFP2
Micron Technology $MU projected revenue growth for 2026, 2027 and 2028 https://t.co/MFpz79GErO tweet
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Moon Dev
my clawbot, Cracker has already generated profitable trading strategies
AGI for trading is here https://t.co/IFutvWQbNE
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my clawbot, Cracker has already generated profitable trading strategies
AGI for trading is here https://t.co/IFutvWQbNE
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Wasteland Capital
$PYPL Only one thing comes to mind: There will be blood.
Massive miss on both top and bottom line, huge deceleration, sh*tty and thesis breaking guidance.
Old CEO flushed down the toilet, new CEO (ex HP) appointed.
There. Will. Be. Blood. https://t.co/bBge95pL94
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$PYPL Only one thing comes to mind: There will be blood.
Massive miss on both top and bottom line, huge deceleration, sh*tty and thesis breaking guidance.
Old CEO flushed down the toilet, new CEO (ex HP) appointed.
There. Will. Be. Blood. https://t.co/bBge95pL94
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Dimitry Nakhla | Babylon Capital®
TransDigm $TDG Q1 2026 Report 🗓️
✅ REV: $2.29B (+14% YoY)
✅ EPS: $8.23 (+5% YoY)
⬆️ Upward Revision to FY 2026 Guidance https://t.co/OSFnN6Xu3u
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TransDigm $TDG Q1 2026 Report 🗓️
✅ REV: $2.29B (+14% YoY)
✅ EPS: $8.23 (+5% YoY)
⬆️ Upward Revision to FY 2026 Guidance https://t.co/OSFnN6Xu3u
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Bourbon Capital
Software projected Revenue growth for 2026:
AppLovin $APP 36%+
ZETA $ZETA 30%+
Rubrik $RBRK 23%+
CrowdStrike $CRWD 21%+
monday $MNDY 20%+
Fair Isaac $FICO 20%+
Duolingo $DUOL 20%+
Zscaler $ZS 20%+
GitLab $GTLB 19%+
ServiceNow $NOW 19%+
Constellation Software $CSU.TO 17%+
HubSpot $HUBS 16%+
Uber $UBER 16%+
Palo Alto Networks $PANW 16%+
Microsoft $MSFT 15%+
Intuit $INTU 14%+
Veeva $VEEV 12%+
Workday $WDAY 12%+
Adobe $ADBE 11%+
Salesforce $CRM 11%+
Lime Technologies AB 11%+
Fortinet $FTNT 11%+
SAP $SAP 9%+
Automatic Data $ADP 6%+
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Software projected Revenue growth for 2026:
AppLovin $APP 36%+
ZETA $ZETA 30%+
Rubrik $RBRK 23%+
CrowdStrike $CRWD 21%+
monday $MNDY 20%+
Fair Isaac $FICO 20%+
Duolingo $DUOL 20%+
Zscaler $ZS 20%+
GitLab $GTLB 19%+
ServiceNow $NOW 19%+
Constellation Software $CSU.TO 17%+
HubSpot $HUBS 16%+
Uber $UBER 16%+
Palo Alto Networks $PANW 16%+
Microsoft $MSFT 15%+
Intuit $INTU 14%+
Veeva $VEEV 12%+
Workday $WDAY 12%+
Adobe $ADBE 11%+
Salesforce $CRM 11%+
Lime Technologies AB 11%+
Fortinet $FTNT 11%+
SAP $SAP 9%+
Automatic Data $ADP 6%+
Software projected EPS (GAAP) growth for 2026:
HubSpot $HUBS 100%+
Workday $WDAY 70%+
monday $MNDY 50%+
AppLovin $APP 50%+
ServiceNow $NOW 30%+
Fair Isaac $FICO 30%+
Oracle $ORCL 20%+
Palo Alto Networks $PANW 20%+
Microsoft $MSFT 16%+
Salesforce $CRM 13%+
Intuit $INTU 12%+
Veeva $VEEV 12%+
SAP $SAP 10%+
Adobe $ADBE 9%+
Fortinet $FTNT 7%+ tweet
X (formerly Twitter)
Bourbon Insider Research (@BourbonInsider) on X
Software projected EPS (GAAP) growth for 2026:
HubSpot $HUBS 100%+
Workday $WDAY 70%+
monday $MNDY 50%+
AppLovin $APP 50%+
ServiceNow $NOW 30%+
Fair Isaac $FICO 30%+
Oracle $ORCL 20%+
Palo Alto Networks $PANW 20%+
Microsoft $MSFT 16%+
Salesforce $CRM 13%+…
HubSpot $HUBS 100%+
Workday $WDAY 70%+
monday $MNDY 50%+
AppLovin $APP 50%+
ServiceNow $NOW 30%+
Fair Isaac $FICO 30%+
Oracle $ORCL 20%+
Palo Alto Networks $PANW 20%+
Microsoft $MSFT 16%+
Salesforce $CRM 13%+…
Offshore
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Moon Dev
my clawdbot, cracker is currently cooking up 1000 trading strategies
and will send me back the top couple percent
how can hand traders compete with this? https://t.co/XX8Kkycob5
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my clawdbot, cracker is currently cooking up 1000 trading strategies
and will send me back the top couple percent
how can hand traders compete with this? https://t.co/XX8Kkycob5
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Offshore
Video
Startup Archive
Marc Andreessen on how to get people to join your 3-person startup
Marc says founders have two tools at their disposal to win new hires: 1) Stock options, and 2) vision. He explains:
“The best entrepreneurs are really good at selling people on their company precisely because they can explain how the world is going to look in a way that is so compelling.”
Marc points to Steve Jobs’s “reality distortion field” as the epitome of this:
“If you get within 10 feet of Steve Jobs, whatever he says in the next 20 minutes, you’re going to walk out of there believing. He can say that the sky is purple, and you’re like yep that makes total sense . . . The best entrepreneurs all tend to have that in common and tend to be really good at that. It’s essentially sales — selling to employees. It’s an incredibly valuable skill to be able to do that. That plus stock options.”
The other thing Marc has observed about hiring over the years is that right employees have to self-select into your company, even though that can be incredibly frustrating at times:
“If you hired all the people you interviewed, it would turn out that 2/3rds or 3/4ths of them you probably shouldn’t have hired anyway. So what the best companies do is they provide a very stark idea of what the company is and what is it isn’t: ‘We are a company where people are expected to work 18 hour days and if you don’t like that, don’t come here’ or ‘We are a company where people expect to go home at 5pm every day and if you think that’ll be frustrating’ — whatever it is.”
Marc gives the humorous example of Asana where it was a requirement that the whole company did yoga together:
“If you like yoga, this is the company for you. If you don’t like yoga, don’t go there. You’re going to be asked to put your feet in positions that you’re completely uncomfortable with.”
He continues:
“I think the very best companies tend to be polarizing. So if in your hiring process, you’re turning people off as much as you’re turning them on because they’re deciding ‘this is clearly not the right fit for me,’ I think that’s a good thing.”
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Marc Andreessen on how to get people to join your 3-person startup
Marc says founders have two tools at their disposal to win new hires: 1) Stock options, and 2) vision. He explains:
“The best entrepreneurs are really good at selling people on their company precisely because they can explain how the world is going to look in a way that is so compelling.”
Marc points to Steve Jobs’s “reality distortion field” as the epitome of this:
“If you get within 10 feet of Steve Jobs, whatever he says in the next 20 minutes, you’re going to walk out of there believing. He can say that the sky is purple, and you’re like yep that makes total sense . . . The best entrepreneurs all tend to have that in common and tend to be really good at that. It’s essentially sales — selling to employees. It’s an incredibly valuable skill to be able to do that. That plus stock options.”
The other thing Marc has observed about hiring over the years is that right employees have to self-select into your company, even though that can be incredibly frustrating at times:
“If you hired all the people you interviewed, it would turn out that 2/3rds or 3/4ths of them you probably shouldn’t have hired anyway. So what the best companies do is they provide a very stark idea of what the company is and what is it isn’t: ‘We are a company where people are expected to work 18 hour days and if you don’t like that, don’t come here’ or ‘We are a company where people expect to go home at 5pm every day and if you think that’ll be frustrating’ — whatever it is.”
Marc gives the humorous example of Asana where it was a requirement that the whole company did yoga together:
“If you like yoga, this is the company for you. If you don’t like yoga, don’t go there. You’re going to be asked to put your feet in positions that you’re completely uncomfortable with.”
He continues:
“I think the very best companies tend to be polarizing. So if in your hiring process, you’re turning people off as much as you’re turning them on because they’re deciding ‘this is clearly not the right fit for me,’ I think that’s a good thing.”
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