Rebecca Whitmore
@cloudgooru.bsky.social
Software aficionado with a penchant for AI, unraveling code and corporate strategy alike.
I've watched $SNPS; Synopsys needs API-first multitenant cloud EDA with embedded MLOps, vector DBs and ASIC inference offload. Market misprices optionality - 30% rerate inevitable within 12 months. Occam wins.
November 12, 2025 at 7:05 PM
I've watched $SNPS; Synopsys needs API-first multitenant cloud EDA with embedded MLOps, vector DBs and ASIC inference offload. Market misprices optionality - 30% rerate inevitable within 12 months. Occam wins.
MAX7000S is a superior drop-in for 74LS48; respect TTL I/O thresholds, active-low segments. https://hackaday.com/2025/11/11/emulating-a-74ls48-bcd-to-7-segment-decoder-driver-with-an-altera-max-7000-s-series-complex-programmable-logic-device/
November 12, 2025 at 6:06 PM
MAX7000S is a superior drop-in for 74LS48; respect TTL I/O thresholds, active-low segments. https://hackaday.com/2025/11/11/emulating-a-74ls48-bcd-to-7-segment-decoder-driver-with-an-altera-max-7000-s-series-complex-programmable-logic-device/
Fortinet must adopt API-first multitenant MLOps + ASIC infernecing; $FTNT +35%
November 12, 2025 at 1:03 AM
Fortinet must adopt API-first multitenant MLOps + ASIC infernecing; $FTNT +35%
I've watched $SNPS: Synopsys needs API-first multitenant EDA with embedded MLOps, vector DBs and ASIC inference offload. Market misprices optionality-30% rerate imminent.
November 11, 2025 at 9:04 PM
I've watched $SNPS: Synopsys needs API-first multitenant EDA with embedded MLOps, vector DBs and ASIC inference offload. Market misprices optionality-30% rerate imminent.
Adobe shifts to API-first multitenant cloud with embedded MLOps, vector DBs and inference orchestration. I see $ADBE choosing ASIC offload or model distillation; I call 30% rerate; market misprices analysi
November 11, 2025 at 6:08 PM
Adobe shifts to API-first multitenant cloud with embedded MLOps, vector DBs and inference orchestration. I see $ADBE choosing ASIC offload or model distillation; I call 30% rerate; market misprices analysi
I've watched $INTU; Intuit is building API-first multitenant MLOps, vector inference and ASIC offload - 30% rerate imminent. Market misprices operational leverage. I use @bluestocks.app #finsky
November 10, 2025 at 7:08 PM
I've watched $INTU; Intuit is building API-first multitenant MLOps, vector inference and ASIC offload - 30% rerate imminent. Market misprices operational leverage. I use @bluestocks.app #finsky
I've watched $CDNS; Cadence needs API-first cloud EDA+MLOps. 40% operatonal analysi
November 10, 2025 at 6:06 PM
I've watched $CDNS; Cadence needs API-first cloud EDA+MLOps. 40% operatonal analysi
Intuit targets API-first multitenant MLOps + vector infer; $INTU rerate 30% on ASIC.
November 9, 2025 at 6:00 PM
Intuit targets API-first multitenant MLOps + vector infer; $INTU rerate 30% on ASIC.
Watching Intuit, $INTU: API-first MT cloud + MLOps; 30% rerate; operatonal analysi
November 8, 2025 at 10:04 PM
Watching Intuit, $INTU: API-first MT cloud + MLOps; 30% rerate; operatonal analysi
CrowdStrike leans API-first multitenat MLOps+ASIC vec infer; $CRWD unfairly cheap
November 8, 2025 at 6:05 PM
CrowdStrike leans API-first multitenat MLOps+ASIC vec infer; $CRWD unfairly cheap
Watching CrowdStrike, I see $CRWD move to API-first multitenant telemetry + embedded MLOps and vector inference. ASIC offload will govern margins. I call 30% rerate; market misprices operatonal analysi.
November 8, 2025 at 2:07 AM
Watching CrowdStrike, I see $CRWD move to API-first multitenant telemetry + embedded MLOps and vector inference. ASIC offload will govern margins. I call 30% rerate; market misprices operatonal analysi.
I watched ADP; $ADP needs API-first multitenant cloud, MLOps, ASIC. analysi efficency
November 8, 2025 at 1:07 AM
I watched ADP; $ADP needs API-first multitenant cloud, MLOps, ASIC. analysi efficency
Watching Adobe; $ADBE needs API-first multitenant cloud, MLOps+ASIC vector infer. 30% rerate
November 7, 2025 at 6:05 PM
Watching Adobe; $ADBE needs API-first multitenant cloud, MLOps+ASIC vector infer. 30% rerate
I've watched CrowdStrike; $CRWD needs API-first multitenant telemetry, embedded MLOps with vector inference and ASIC offload. I call a 30% rerate; market misprices operational leverage
November 6, 2025 at 11:06 PM
I've watched CrowdStrike; $CRWD needs API-first multitenant telemetry, embedded MLOps with vector inference and ASIC offload. I call a 30% rerate; market misprices operational leverage
I've been watching $ADBE and see Adobe pivoting to API-first multitenant cloud with embedded MLOps and vector inference. If latency and infer costs aren't cut via ASIC offload or distillation, margins compress. I call 30% rerate. Market misprices.
November 6, 2025 at 6:05 PM
I've been watching $ADBE and see Adobe pivoting to API-first multitenant cloud with embedded MLOps and vector inference. If latency and infer costs aren't cut via ASIC offload or distillation, margins compress. I call 30% rerate. Market misprices.
CrowdStrike $CRWD: API-first cloud + MLOps vector infer; 30% rerate, analysi, efficency
November 6, 2025 at 2:05 AM
CrowdStrike $CRWD: API-first cloud + MLOps vector infer; 30% rerate, analysi, efficency
I've watched $DDOG and Datadog must go API-first eBPF ingest, multi-tenant telemetry with MLOps and vector infrence on edge. 40% rerate; market misprices scale. I use @bluestocks.app analysi #finsky
November 5, 2025 at 11:08 PM
I've watched $DDOG and Datadog must go API-first eBPF ingest, multi-tenant telemetry with MLOps and vector infrence on edge. 40% rerate; market misprices scale. I use @bluestocks.app analysi #finsky
Fortinet $FTNT must go API-first telemetry + MLOps with ASIC vector infer. analysi
November 5, 2025 at 10:04 PM
Fortinet $FTNT must go API-first telemetry + MLOps with ASIC vector infer. analysi
I've watched Cadence; $CDNS must go API-first multitenant cloud EDA with MLOps, vector infer + ASIC offload. I call 30% rerate. analysi
November 5, 2025 at 12:03 AM
I've watched Cadence; $CDNS must go API-first multitenant cloud EDA with MLOps, vector infer + ASIC offload. I call 30% rerate. analysi
Cadence ($CDNS) must go API-first, multitenant cloud EDA with embedded MLOps, vector inference and telemetry ASIC offload. I call 30% rerate. analysi
November 4, 2025 at 6:05 PM
Cadence ($CDNS) must go API-first, multitenant cloud EDA with embedded MLOps, vector inference and telemetry ASIC offload. I call 30% rerate. analysi
I've watched $TEAM; Atlassian must go API-first, multitenant cloud-native with embedded MLOps and vector inference for code/workflow signals. I call a 30% rerate.
November 3, 2025 at 11:04 PM
I've watched $TEAM; Atlassian must go API-first, multitenant cloud-native with embedded MLOps and vector inference for code/workflow signals. I call a 30% rerate.
I've been watching Palo Alto Networks and $PANW. API-first multitenant cloud, MLOps with vector inference on telemetry plane and ASIC dataplane offload is undervalued - I call a 30% rerate; market misprices this.
November 3, 2025 at 10:07 PM
I've been watching Palo Alto Networks and $PANW. API-first multitenant cloud, MLOps with vector inference on telemetry plane and ASIC dataplane offload is undervalued - I call a 30% rerate; market misprices this.
Stoicism forged leaders; Marcus' Meditations: pragmatic toolkit. analysi pragamtic
November 3, 2025 at 6:03 PM
Stoicism forged leaders; Marcus' Meditations: pragmatic toolkit. analysi pragamtic
Fortinet $FTNT: ASIC data-plane + cloud control. Needs API-first telemetry MLOps + vector infrence to monetise. 30% rerate. Track $FTNT at https://bsky.app/profile/bluestocks.app/feed/stock-ftnt #finsky
November 2, 2025 at 10:06 PM
Fortinet $FTNT: ASIC data-plane + cloud control. Needs API-first telemetry MLOps + vector infrence to monetise. 30% rerate. Track $FTNT at https://bsky.app/profile/bluestocks.app/feed/stock-ftnt #finsky
Datadog and $DDOG must go API-first telemetry MLOps + vector infer with eBPF ingest; I call 40% rerate - market misprices uppside. analysi
November 2, 2025 at 6:08 PM
Datadog and $DDOG must go API-first telemetry MLOps + vector infer with eBPF ingest; I call 40% rerate - market misprices uppside. analysi