ExpansionVC retweeted
$TSLA
For 3 hours, they are burning all Calls and Puts
And Pinned it under 252 big sell wall!
Where we going from here?
ExpansionVC retweeted
$SMCI
Rosenblatt analyst Hans Mosesmann raised the price target on the Super Micro Computer (NASDAQ: SMCI) to $1,300 from $700, citing “continued momentum in AI computing.”
“Key to the story is for investors to consider that the company is benefiting not only from secular AI growth (over 50% CAGR over next several years), but material share gains,” Mosesmann wrote in a Monday note.
“We anticipate these gains to reach double digits in the next couple of years, up from the current mid-single digits, with a particular focus on enterprise,” he added.
The analyst pointed out that the integration of liquid cooling technology is a pivotal factor in the expansion of cloud capabilities for AI, viewing it as a significant catalyst for hyper-scale engagement.
Traditional Original Design Manufacturers (ODMs) in Asia and conventional server Original Equipment Manufacturers (OEMs) are not well-positioned to quickly adapt to the diverse and fast-evolving demands for compute rack-level configurations in the rapidly growing AI sector.
“We stress, if Supermicro can gain share in the rather stagnant Xeon general purpose shifts in over a decade with their U.S. based centric manufacturing, imagine chaos in timelines, liquid cooling (all in the U.S.), and significant portfolio coverage,” Mosesmann said.
SMCI shares fell over 1% in premarket trading Tuesday.
ExpansionVC retweeted
Equity ownership is one of the most powerful forms of wealth creation—and more companies than ever are offering it to employees as compensation. But learning how it works hasn’t been easy. Until now.
Equity 101 is a free course on the basics of equity: crt.cx/3IMFfBh
ExpansionVC retweeted
I’ve been investing through @K9Ventures for ~12 years now since 2009. It’s been over 48 investments and every time I’m approving the wire for a new investment I’m still a bit afraid/stressed out. 😰
Here is hoping that that feeling never goes away. It keeps me grounded and real.
ExpansionVC retweeted
Recruiting is the biggest challenge for early-stage companies.
I led Recruiting @DoorDash from 50 -> 800+ employees. Here's how we built a world-class team before DoorDash was mainstream 👇👇👇
ExpansionVC retweeted
Big thank you to @Nasdaq on our congratulatory message in Times Square this morning! Explore how we’re advancing fintech forward here: ow.ly/RXvM50F8wIZ
#fintech #finance #invest #alts #income #innovate #innovation #investors
ExpansionVC retweeted
How do you determine comp for your first 5 hires? Your next 100? Do you need a new equity refresh model? How do you compensate your team now that they're in different locations?
We built Carta Total Comp to help you answer these questions & more. crt.cx/3nvNwR9
ExpansionVC retweeted
the future of private market liquidity is finally here. congrats to @henrysward, @CKevers, @mikwu and all of my friends at @cartainc!!
henrysward.medium.com/finall…
ExpansionVC retweeted
Today we launch our first company coverage on @FrontApp!
We aggregated public data, built a revenue model, confirmed our numbers through backchannels, and then built a framework to help secondary investors and employees understand what Front is worth 👇
sacra.com/research/front-ins…
ExpansionVC retweeted
Look: no hands and no driver! This autonomous tractor by @bfrobotics demonstrates mowing a field at the @forbes #ForbesAgTech yesterday. #bearflagrobotics #AgTech – at Indianapolis, IN
ExpansionVC retweeted
Read about assessing #CAwildfires damage using @ESA #sentinel2 and land classification data from @usda_nass medium.com/@DescartesLabs/as…
ExpansionVC retweeted
🚀 We're #hiring engineers, designers, & PR geniuses @lunarwireless. Help us build📱to connect the 🌎! angel.co/lunar-labs/jobs
ExpansionVC retweeted
We've partnered w/ @gocurb to bring you Via Shared Taxi! Book shared 🚕 rides within the Via app + save 40% on shared portions of your ride! – at Manhattan, NY
ExpansionVC retweeted
and...DONE! We just landed in #California! #ForgetEverythingYouKnowAboutInsurance #GoLemonade lemonade.com/blog/california…
ExpansionVC retweeted
#California, say hi to Lemonade! xitter.cf/Inc/status/86237042447…
Not many people love the insurance industry. @Lemonade_Inc wants to change that. @wheresKR on.inc.com/2q3l6BV
ExpansionVC retweeted
We've teamed up w/@crunchbase! Starting today, their insights are right in our publisher pages. Want to know more? hubs.ly/H05Fn4k0
ExpansionVC retweeted
Gr8 panel on #autonomous #mobility, love this topic and curious how it'll develop. Thanks @LererHippeau @expansionvc
ExpansionVC retweeted
“Eventually, the computer will always get it right…” says CEO @philosophygeek about #corn yield forecasts on.wsj.com/2cbvxiq #PFTour16



















