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public4 items
Sondov Engen

SaaSpocalypse Now

Sondov Engen(@sen)
Public

Will everyone build their own software in the future? The markets think so.

=crm=markets
1.6k
5
6
7
5
Sondov Engen

NVIDIA - Performance & Events

Sondov Engen(@sen)
Public

Nvidia vs mega-cap peers, YTD performance with earnings indicators

=markets=nvda
1.3k
2
8
6
7
Sondov Engen

US Semis to the moon

Sondov Engen(@sen)
Public

Selected U.S. semiconductor leaders, normalized YTD performance

=markets=nvda
828
0
5
3
6
Sondov Engen

Hacker Havoc

Sondov Engen(@sen)
Public

Replaced by AI or more important than ever?

=markets
692
0
1
1
1

All 4 plots tagged =markets are shown.