SHOP
watching
Conviction over time
Sentiment weighted by conviction, oldest to newest — above the line is bullish
Reasoning trail
Every post mentioning SHOP, newest first — the thesis as it was built and revised
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09 Jul 26
Detailed notes from Nebius co-founder Roman Chernin: most AI growth still ahead as adoption just takes off; ~50-70% of demand from Hyperscalers (namechecking META and GOOGL); limited enterprise demand so far outside a few names (Revolut, Booking, Shopify, Jane Street); describes the three infrastructure layers and Nebius's integrated hardware+software strategy; open-source models seen as catching up and unlocking enterprise fine-tuning.
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11 Feb 26
Reacts to $SHOP's strong FY2025 earnings and subsequent 7% drop, saying the company must now rank higher on the parent's buy-list given the execution shown.
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11 Feb 26
Says he does not own $SHOP because he hasn't fully researched the business yet, though the company has long intrigued him.
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11 Feb 26
Agrees $SHOP posted good numbers and asks the other user if they own shares.
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11 Feb 26
Agrees that Shopify management is clearly confident in the company's future.
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11 Feb 26
Shopify jumped 9% on a big Q4 revenue beat, with 31% revenue growth, a 96% spike in B2B sales, ten straight quarters of strong cash flow, a new $2B buyback, and a forward push into agentic AI commerce tools.