Michael Sikand ✓
@michaelsikand · joined 01 Feb 2015
Investor & Entrepreneur || $50M AUM @joinautopilot || Forbes 30u30 My Picks. Your Portfolio👇
130 960Followers
757Following
5 213Posts total
809KViews on collected posts
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@michaelsikand Why would they rotate out of semis? Anthropic will be in IGV. It doesnt sell chips, it sells application software
672 views · 3 likes
· 0 reposts · 2 replies
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My prediction.
- Fed holds
- Anthropic S-1 leads to a violent AI infra rally
- Anthropic IPO then triggers rotation out of semis into Anthropic (like space got rugged for $SPCX)
- Choppy for midterms
- We all go play GTA 6 until next leg up
68.5K views · 606 likes
· 21 reposts · 37 replies
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Anything for a morning like this again.
46.7K views · 357 likes
· 1 reposts · 18 replies
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$SONY JUST TEASED GTA 6 THEMED CONTROLLERS.
WE'RE NOT BULLISH ENOUGH.
22.8K views · 40 likes
· 0 reposts · 5 replies
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Brad is right. It's frustrating.
But if this market were efficient, there would be no upside for us.
The world is about to change forever. Most businesses will see profits inflect aggressively while costs fall.
And it's not priced in. Not today at least.
22.8K views · 33 likes
· 1 reposts · 3 replies
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The CEO of $AVGO just said something insane.
They tripled AI chip revenue.
They'll double AI chip revenue next year.
Then double it AGAIN in 2028.
Last year, I made this video on Broadcom's rise because its power and influence far outstrip its name recognition. https://t.co/l
24.3K views · 246 likes
· 23 reposts · 11 replies
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It would be cool if valuations weren’t so tied to sentiment.
It would be nice if when a company grew profit by 20%, that company would formulaically be worth 20% more the next day.
If only this were that easy.
Instead?
We get 30% pops worth billions in market cap because
24.9K views · 91 likes
· 2 reposts · 7 replies
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@michaelsikand You should go to prison for pitching these after they’ve already run 150% to 30x NTM revenue
8.5K views · 239 likes
· 0 reposts · 7 replies
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6) $S - SentinelOne
The autonomous SOC. $292 million quarter, up 21%. ARR at $1.218 billion, up 22%. 1,715 customers over $100k, up 13%. The stock slides whenever the profit guide isn't loud enough. That's the point. The market wants a second CrowdStrike and refuses to pay for h
11.8K views · 16 likes
· 1 reposts · 1 replies
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8) $FTNT - Fortinet
The network still has to exist. $2.05 billion quarter, up 26%. Product revenue $773 million, up from $509 million a year ago. $606 million of net income. Raised the year to 19% growth. The market treats them like a leftover firewall vendor. AI data centers ht
9.9K views · 12 likes
· 0 reposts · 1 replies
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9) $NET - Cloudflare
The edge where bots and agents show up first. $696 million quarter, up 36%. Current RPO up 35%. Guiding to about $2.87 billion for the year. The market still argues whether this is a CDN or a security company. Every AI crawler, every bot, every agent request
9.5K views · 15 likes
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10) $VRNS - Varonis
The data layer. If the model can see the file, it can leak it. $180 million quarter. SaaS revenue $172 million. SaaS ARR at $726 million, up 52%, or 25% excluding conversions. They call themselves the data and AI security company. The market still prices them
12.6K views · 14 likes
· 2 reposts · 2 replies
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The first re-rate was the market noticing the category.
The next move is the world realizing what is at stake and how few companies have the tools to protect us.
Join my Substack/Discord to see which cyber stock I bought earlier this week. Now up 10%.
https://t.co/LRto83EneB
11.2K views · 22 likes
· 0 reposts · 4 replies
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7) $RBRK - Rubrik
The last line of defense. When an agent goes wrong, you still have to recover. $427 million quarter, up 38%. Subscription ARR at $1.66 billion, up 33%. Cloud ARR at $1.48 billion, up 39%. Raised the year. The market still files this under backup. Rubrik is http
10.9K views · 18 likes
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2. $PANW - Palo Alto Networks
The platform that just bought the identity layer. $3.0 billion quarter, up 31%. Next-gen security ARR at $8.1 billion, up 60%. They paid $25 billion for CyberArk so they could secure human, machine, and agentic identity from the same stack. The http
17.7K views · 29 likes
· 0 reposts · 1 replies
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Memory, photonics, and neoclouds already ran.
THE NEXT $1T AI BOTTLENECK IS CYBERSECURITY.
Humanity just opened Pandora's box.
What we let out is unlike any threat we've ever seen. And these 10 stocks might be our only hope.
1) $CRWD
The control plane every AI agent has to
399.1K views · 640 likes
· 67 reposts · 80 replies
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3. $ZS - Zscaler
The zero-trust checkpoint in front of every AI app. $850.5 million quarter, up 25%. ARR at $3.525 billion, up 25%, with a record 23% operating margin. They bought Red Canary to add the SOC. The market still treats this like a ZTNA pipe. If agents are going to ht
15.2K views · 18 likes
· 1 reposts · 1 replies
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4) $NTSK - Netskope
The inspection layer on the AI traffic itself. $202 million quarter, up 28%. ARR at $845 million, up 29%. CEO Sanjay Beri said most organizations deploying AI have little or no way to do it securely, and that Netskope was built to close that gap for https://t
13.8K views · 21 likes
· 2 reposts · 1 replies
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5) $OKTA - Okta
The identity badge for humans, machines, and agents. $805 million quarter, up 11%. Backlog at $4.86 billion, up 17%. Free cash flow $227 million, 28% of revenue. The stock jumped 19% after they said AI-agent deployments are pulling customers into larger identity
12.5K views · 20 likes
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COP LIGHTS
FLASHLIGHTS
SPOTLIGHTS
ROCK LIFE EVERY NIGHT
ALL OF THE LIGHTS, ALL OF THE LIGHTS https://t.co/atBVi2Brct
62.1K views · 223 likes
· 13 reposts · 15 replies
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Against accounts of the same size
21 posts from the last 90 days, next to the 100K–1M follower range. shown widely, but few of those viewers react.
Median views12 560this account5 983median for 100K–1M
Reach, %9.59%this account1.49%median for 100K–1M
Engagement, %0.20%this account0.93%median for 100K–1M
| Metric | This account | Median for 100K–1M | Ratio |
|---|---|---|---|
| Median views per post | 12 560 | 5 983 | 2.10× |
| Reach (views ÷ followers) | 9.59% | 1.49% | 6.44× |
| Engagement rate | 0.20% | 0.93% | 0.21× |
Others in this range → Compare with another account → How these benchmarks are built →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
12.6K28 Aug
9.5K
9.9K
11.8K
8.5K29 Aug
24.9K3 Sep
24.3K
22.8K
22.8K
46.7K
68.5K
3.3K
672
198
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.14%28 Aug
0.17%
0.13%
0.15%
2.90%29 Aug
0.40%3 Sep
1.16%
0.16%
0.20%
0.81%
0.98%
0.39%
0.74%
1.01%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.
What the audience does
Likes60.1%2 676 in total
Reposts3.0%134 in total
Replies4.6%203 in total
Quotes0.9%41 in total
Bookmarks31.4%1 399 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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