$1,000 follows their calls into $770
- Win rate
- 45%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #2
- 8 ranked closes
- Longest streak 4
$1,000 follows their calls into $770
Ophir Gottlieb@OphirGottlieb$CBRS only the beginning IMHO CrowdStrike and Cerebras Partner to Power AI Detection and Response on the World's Fastest Inference "CrowdStrike will leverage Cerebras’s industry-leading inference speed to help power Falcon AI Detection and Response (AIDR), while Cerebras
Ophir Gottlieb@OphirGottlieb$SITM @SiTimeCorp Market missing this opportunity, IMHO. Q1: inference infrastructure built on newer XPUs needs two to four times more timing content per system than training infrastructure. Q2: synchronization adds "several hundred dollars of content per rack," with more
Ophir Gottlieb@OphirGottlieb$DOCN GAAP profitable. cares zero percent if frontier companies spend or not. If frontier survive or not. Means nothing to them. DOCN is seeing incredible (token) usage and that's (a non linear) a proxy to revenue. $SITM GAAP profitable. has fantastic portfolio not just in data
Ophir Gottlieb@OphirGottlieb$SITM @SiTimeCorp Market missing this opportunity, IMHO. Even a "safety pause" in training doesn't really matter. Q1: *inference* infrastructure built on newer XPUs needs two to four times more timing content per system than training infrastructure. Q2: synchronization adds
Ophir Gottlieb@OphirGottlieb$DOCN Preannounces This is +20% stock move worthy, IMHO. • Q2 revenue +29% vs 24.8% est • Exit rate for 2026 higher • 2027 at least 50% growth • More capacity signed DigitalOcean Expects to Report Record Q2 2026 Results with RPO to Exceed $800M, Up More Than 10X YoY
