Every post of theirs in the library
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Oguz Erkan
Writes about AI, Revenue and Growth. 67% of posts open with an observation. A typical post reaches 475 likes.
- Posts
- 6
- Likes
- 2.9K
- Typical
- 475
- Best
- 601
What they write about
How they open
Every post of theirs in the library
| Post | Topic | Likes | Replies | Reposts | Score | Posted | Actions |
|---|---|---|---|---|---|---|---|
| @oguzerkan$META CLOUD IS COMING. It’s the obvious path for $META as it’s unlikely that they’ll win t… | AI | 601 | 61 | — | 42 | ||
| @oguzerkan$META has already a giant moat and it’s now building its own subsea cable infrastructure t… | Growth | 557 | 33 | — | 37 | ||
| @oguzerkan$AMZN annual AWS revenue is now over $100 billion. AWS is set to generate over $500 billio… | Revenue | 476 | 16 | — | 35 | ||
| @oguzerkan$ORCL is exposed to massive concentration risks.. It has $125 billion debt, of which $25 b… | AI | 473 | 60 | — | 40 | ||
| @oguzerkan$CRWV backlog has gone from $25 billion to $104 billion in 6 quarters. If they included $2… | Growth | 397 | 19 | — | 40 | ||
| @oguzerkanYann LeCun leaving $META is more bearish than rising capex, depreciation, whatever. He’s o… | AI | 369 | 62 | — | 39 |