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$SPCX · Sequoia's SpaceX investment at $20B pre-Starlink became one of firm's best returns
now playing · $SPCX
$WDC···bullish· high· posirving tan
Western Digital CEO sees 5-year HDD demand visibility driven by AI storage needs
AI infrastructure requires massive data retention — 80% of cloud storage is HDD — creating compounding demand for high-capacity drives; Western Digital's 32TB and upcoming 40TB dr…
$FIG···bullish· high· posdylan field
Figma CEO forfeits $46M stock to signal investment period; guides conservatively amid 48% growth
Figma's third consecutive quarter of accelerating growth (48% YoY) and first full quarter of AI monetization underlie conservative guidance that excludes unproven product upside;…
$WDC···bullish· highirving tan
Tan: HDD demand from AI hyperscalers robust with 5-year visibility, 40TB drives ramping
Western Digital sees virtually 5% annual demand growth from hyperscalers for five years, with LTAs locked through 2031; 80% of cloud AI storage runs on HDDs, and areal density gai…
$FIG···bullish· mediumdylan field
Field: Figma agent targets code layer as commodity, design layer as differentiator; forfeits $46M stock
Figma is building an AI agent focused on code layers where code becomes a commodity, aiming to own the design layer where teams collaborate; CEO forfeited $46M in stock to align w…
$SPCX···bullish· high· pospat grady
Sequoia's SpaceX investment at $20B pre-Starlink became one of firm's best returns
Sean Maguire's 10/10 conviction and courage on SpaceX at $20B valuation pre-Starlink — despite partnership skepticism — exemplifies Sequoia's conviction-based investing; the posit…
$ANTHROPICbullish· high· pospat grady
Sequoia deploys $2.5B into Anthropic as 'shift of our lifetime' franchise investment
After missing early rounds due to OpenAI conflict, Sequoia built conviction via internal engineering validation and revenue trajectory, ultimately investing $2.5B from core funds…
$ANTHROPICbullish· high· pospat grady
Sequoia deploys $2.5B into Anthropic as 'shift of our lifetime', largest check from core funds
Sequoia built conviction over time via internal engineering team feedback on Anthropic's coding capabilities, ultimately investing $2.5B — the maximum from core committed capital…
$GOOGL···bullish· highrobert schiffman
Schiffman: Alphabet bond demand substantial, balance sheet flexibility enables unlimited AI borrowing
Alphabet's $25B bond offering will see massive demand because hyperscalers have proven AI spend is being monetized, with $200B net capacity before rating pressure and strong cash…
$GOOGL···bullish· highrobert schiffman
Alphabet's $25B bond offering tests AI debt appetite amid negative free cash flow
Hyperscalers have tremendous balance sheet flexibility and cash generation to fund AI capex; Alphabet's first negative free cash flow quarter since 2004 reflects deliberate invest…
$NVDA···neutral· lowed ludlow
Sequoia cites Nvidia as one of its greatest historical investments
Nvidia referenced as a flagship Sequoia winner from the firm's 54-year history alongside Apple and Google; no current thesis articulated.
$SPCX···bullish· highalfred lin
Sequoia calls SpaceX one of its biggest returns ever, driven by Sean Maguire's 10/10 conviction
Sequoia's SpaceX investment became one of the firm's greatest returns after Sean Maguire painted a pre-Starlink vision with maximum conviction and courage, overcoming initial part…