Ophir Gottlieb ✓

@OphirGottlieb · Los Angeles, CA · joined 28 Dec 2009

CEO @CMLviz. Contrib @Bloomberg @Reuters @Factset @Refinitiv . @Stanford Trained Mathematician. Former Option Market Maker; Hedge Fund Manager. AI/ML.

145 493Followers

244Following

184 865Posts total

145KViews on collected posts

Ultimi post

Ophir Gottlieb ✓@OphirGottlieb11 Sep

I think the market would drop if there was no rate hike tbh. 7.9K views · 30 likes · 1 reposts · 8 replies Open on X →

Ophir Gottlieb ✓@OphirGottlieb11 Sep

@OphirGottlieb Consensus is too low on Revenues. World ex China and Russia will need 170GWs of inference by 2030. Don’t see how they don’t get at least ~400/500 MWs of it at $18M per MW on a blended (traditional cloud and inference) basis. Assumptions below. 142 views · 0 likes · 0 reposts · 0 replies Open on X →

Ophir Gottlieb ✓@OphirGottlieb11 Sep

@OphirGottlieb Their comments yesterday at Citi – $DOCN said they are monetizing MWs at 30-40% higher than neoclouds. They have to be preparing to lease more MWs. There is no way for them to rationally stick to their current build out plans the way they are talking about it. 387 views · 2 likes · 0 reposts · 1 replies Open on X →

Ophir Gottlieb ✓@OphirGottlieb11 Sep

@OphirGottlieb When do you expect NEW price targets to be put out ? 172 views · 0 likes · 0 reposts · 1 replies Open on X →

Ophir Gottlieb ✓@OphirGottlieb11 Sep

$DOCN This puts them at $4B in revenue for FY '29 (maybe), growing 40%, GAAP profitable, free cash flow positive, margins rising at a current market cap of $15B and maybe 4x '29 EPS. (maybe.) Rerating is possible and I am absolutely talking my book. 6.5K views · 20 likes · 3 reposts · 2 replies Open on X →

Ophir Gottlieb ✓@OphirGottlieb11 Sep

The Federal Open Market Commitee (FOMC), which votes (decides) on interest rate moves is a *committee.* It is not Warsh's say, it's a vote. And yes, yes, he's the Chair so he carries weight, but the point is he can vote no, and there still be a hike. https://t.co/28Pgucr9X6

4.7K views · 8 likes · 2 reposts · 0 replies Open on X →

Ophir Gottlieb ✓@OphirGottlieb11 Sep

$DOCN so, ceteris paribus (which is a big assumption), this new infra debt facility DOCN has just added should (could?) push revenue growth... in 2027 to ~60% (consensus is 53%), > 50% in 2028 (consensus is 43%), and likely (maybe?), 40% in 2029 (single analyst at 13%). 10.4K views · 15 likes · 2 reposts · 3 replies Open on X →

Ophir Gottlieb ✓@OphirGottlieb11 May

$DOCN update - 2030 Price Target at $457. Key changes vs Q4 2025 - Higher Revenue/MW, from better platform pull-through (80% of total vs 70% in Q4'25) - CapEx/MW will increase but was already modeled - Added Cursor + other prominent wrappers - Indicated that demand is 3-4x https

20.1K views · 5 likes · 1 reposts · 0 replies Open on X →

Ophir Gottlieb ✓@OphirGottlieb6 Apr 2025

@OphirGottlieb @MitchAlbom 🤝🤝Reply 555 to receive US stock signals➡️https://t.co/sTEZftuYXa 59 views · 1 likes · 0 reposts · 0 replies Open on X →

Ophir Gottlieb ✓@OphirGottlieb28 Mar 2025

"Death ends a life, not a relationship." 2.9K views · 2 likes · 0 reposts · 0 replies Open on X →

Ophir Gottlieb ✓@OphirGottlieb28 Mar 2025

After a while, you make peace with the truth: love determines our bonds. It always comes down to that. - via @MitchAlbom "Finding Chika" 91.7K views · 43 likes · 3 reposts · 6 replies Open on X →

Rispetto ad account della stessa dimensione

7 post degli ultimi 90 giorni, accanto alla fascia di 100K–1M follower. arriva a molti, ma pochi di loro reagiscono.

Visualizzazioni mediane4 748questo account6 239mediana per 100K–1M

Copertura, %3.26%questo account1.72%mediana per 100K–1M

Interazione, %0.38%questo account1.10%mediana per 100K–1M

Metrica	Questo account	Mediana per 100K–1M	Rapporto
Visualizzazioni mediane per post	4 748	6 239	0.76×
Copertura (visualizzazioni ÷ follower)	3.26%	1.72%	1.90×
Tasso di interazione	0.38%	1.10%	0.35×

Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →

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

91.7K28 Mar

2.9K

596 Apr

20.1K11 May

10.4K11 Sep

4.7K

6.5K

172

387

142

7.9K

Last 11 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.06%28 Mar

0.07%

1.69%6 Apr

0.03%11 May

0.19%11 Sep

0.21%

0.38%

0.58%

0.78%

0.00%

0.49%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 1.10%.

What the audience does

Likes73.7%126 in total

Reposts7.0%12 in total

Replies12.3%21 in total

Bookmarks7.0%12 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.

Ultimi post

Rispetto ad account della stessa dimensione

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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