-We see NET at the beginning of a multiyear campaign to reinvent core Infrastructure as a Service with a platform addressing(over time) $69B in TAM including Workers, a Serverless product likely to become a core competitor to AWS Lambda
-Perhaps one of the most critical competitive barriers to entry for Cloudflare is that the Company interacts with ~10% of global internet traffic on a daily basis and blocks 76B daily cyber threats
May 15, 2020 • 10 tweets • 2 min read
$SQ It appears the street is catching on to the Cash App story (+25% this month).
Let's have some fun exploring the possible upside optionality Cash App could provide in the next couple years. What would a bull case look like?
(1/9)
$SQ Cash App had 15M users at the end of 2018 and 24M at the end of 2019. They should be up to 30M+ users now, and adding users at a clip of 50-60K+ downloads a day.
Let's conservatively assume they can get to 50M users in 2 years (they see a target base of 100M users)...
Aug 13, 2018 • 9 tweets • 2 min read
(1/9) $BLFS under the radar name, but a possibly very intriguing one. Big thanks to @OptionsHawk for first bringing this to my attention. Company could be on the ground floor of explosive growth, some details...
$BLFS growth in regenerative medicine and cell therapy is beginning to drive this name - Cell therapy requires Stability (shelf life) and functional recovery during the manufacturing, distribution and clinical administration process, which is where BLFS comes in