Who is Ophir Gottlieb?

Ophir Gottlieb (@ophirgottlieb) is a FinTwit voice tracked on Surfaced in the Quant / Flow category with 145.7k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @ophirgottlieb mention most?

Over the past 12 months, @ophirgottlieb's most-mentioned tickers are $DOCN, $JMIA, $SITM, $ZS, $CRWD — $DOCN leads with 25 mentions.

When did @ophirgottlieb first mention $DOCN?

@ophirgottlieb's first tracked mention of $DOCN was on Dec 17, 2025.

How active is @ophirgottlieb?

In the past 12 months, @ophirgottlieb posted 146 times carrying cashtag mentions, totalling 158 mentions across 26 distinct tickers.

Ophir Gottlieb (@ophirgottlieb) on Surfaced

Recent calls

12 calls

@ophirgottliebJul 7, 2026 · 1:29 PM

$DOCN Preannounces This is +20% stock move worthy, IMHO. • Q2 revenue +29% vs 24.8% est • Exit rate for 2026 higher • 2027 at least 50% growth • More capacity signed DigitalOcean Expects to Report Record Q2 2026 Results with RPO to Exceed $800M, Up More Than 10X YoY https://t.co/0qmX4gSilD

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@ophirgottliebJun 5, 2026 · 2:30 PM

$DOCN So the run has been amazing and it isn't cheap anymore, but I gotta tell ya, I think the sell side is still too low for revenue growth estimates for FY 27, 28, and 29 https://t.co/4nM3TebpJq

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@ophirgottliebMay 22, 2026 · 3:25 PM

$DOCN @digitalocean My view: Impact of MSFT decision to cut off Claude Code from internal devs bc cost (per token) is just too high. *Exactly* this is *exactly* the DOCN thesis. The first read is obvious: more agentic coding means more inference demand. ok, of course. Duh. But the second read is the one that matters. Enterprises cannot just spray every task at the most expensive frontier model forever; not even MSFT. That is not a business model. That is a cost explosion. The future is not open source versus closed source. It's far more nuanced. The future is "weighted average intelligence cost." OK I made up a new phrase 😂. Use the frontier model when it matters. Use the smaller or open model when it is good enough. Route intelligently. Keep accuracy high. Keep latency low. Collapse cost per useful output. This is DOCN's software layer. So what is that? It's *a lot.* It is routing, orchestration, model selection, open source model support, closed source model integration, caching, memory, state management, data movement, database access, storage, networking, security, observability, traceability, workload scheduling, sandboxing, governance, cost controls, latency optimization, throughput optimization, kernel optimization, deployment, scaling, retries, failover, and monitoring. That is DOCN’s opening. This is why they are suddenly growing 130%+ with $1M+ ARR companies- AI natives. They are a full blown cloud + AI inference cloud. This is what CEO means by "dumb tokens" versus "smart tokens." A token generated by the wrong model at the wrong cost is waste. A token routed to the right model, with the right accuracy, latency, and context, is margin. So Microsoft pulling back from expensive Claude Code usage is not anti AI. It is the beginning of AI cost discipline. And AI cost discipline is exactly where DOCN wants to live. Look at the benchmarks. This is about to be an "AI Native" hyperscaler.

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@ophirgottliebMay 5, 2026 · 3:34 PM

$DOCN @digitalocean Top Pick DigitalOcean (DOCN) reported earnings on 5-5-2026 before the market opened and we review it now. We came in to last quarter (three-months ago) already leaning bullish. Q4 2025 did not just confirm that. It escalated it. Since the last earning report we shared news of a cash raise: 3-25-2026: DOCN – Big News; Big Cash Raise When that news hit, I wrote this: And with a 10% dilution what is the stock doing?It’s up on the day. Yep. The market is paying attention now. Ah, but the quarter at hand is the new information. This quarter was a sort of mind bending build on what happened last quarter and the stock is up 40% off of the news. • The company posted record organic ARR expansion. But that’s not the story. • RPO at $243M is up an order of magnitude year over year. That is not noise. That isdemand locking in. That is customers committing. But that’s not the story. • The growth mix is shifting decisively toward larger customers. ARR from customers spending $100,000-plus grew 73%, $500,000-plus customer ARR grew 132%, and $1 million-plus customer ARR reached $183 million, up 179% year-over-year, accelerating from 123% growth last quarter. But that’s not the story. • AI is now the center of the growth story. AI customer ARR reached $170 million, up 221% year-over-year. More importantly, over 80% of AI customer ARR now comes from inference services and core cloud, But that’s not the story. • Management said Artificial Analysis ranked DigitalOcean number one in output speed for leading open-source models, which it said was 3.9x faster than one leading hyperscaler. But that’s not the story. • I will leave the full write up for CML Pro members (which you can try for $10/monthly trial), but just as a taste for what is to come... DOCN has raised FY 2027 revenue guidance from 30%, which was already a huge number coming from a company that was growing about 10% a year two years ago, to “exceeding 50%.” And that growth is now being driven almost entirely by customers that matter. Large customers. Scaling customers. Customers that are not leaving. This is what we have been waiting years to see. Not just acquisition. Retention. Expansion. Compounding. All of this points in one direction. The platform is working. This growth is happening now. The next leg has already been funded. • DOCN may be the next hyperscaler. And that's a really big story. We have another meeting with the CEO, as we do every quarter, 5-15-2026 and will try to get that dossier out in a timely manner.

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@ophirgottliebApr 29, 2026 · 2:48 PM

$DOCN @digitalocean They had their "Deploy" conference (product conference). -- $NVDA was a speaker: Kari Briski, Vice President of Generative AI Software at NVIDIA -- Our work with DigitalOcean brings NVIDIA Nemotron models to an open, full-stack platform that gives developers the infrastructure to build, deploy, and scale real-world AI applications more easily. --- DOCN intriduced their inference cloud. And why does that matter at a high level? By 2030, the world is projected to process more than 500 trillion inference tokens per day, up from ~50 trillion today. Yep, that's a quarter trillion dollar business per annum and then some (industry wide). DOCN has $900M in revenue over the trailing twelve months with a $10B market cap with largest customers growing revenue 123%+ and 0.0% churn in the last year. This is not a GPU landlord story. It is not a venture funded training bubble story. It is a vertically integrated inference cloud story with real customers, real workloads, real unit economics, and real free cash flow. Analyst estimates: EPS +70% (2027), +55% 2028 Yeah, there is upside. Like 10x upside.

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@ophirgottliebApr 20, 2026 · 6:38 PM

$DOCN @digitalocean The chart below is revenue estimates through time for DOCN. I think analysts are low for 2028 given the recent cash raise, large customer wins, rising NDR, and hyperscaler wins. I'm closer to $1.85B than the current mean of $1.78B with back to back 30%+ growth years for '26 and '27.

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@ophirgottliebMar 25, 2026 · 3:03 PM

$DOCN @digitalocean DOCN upsizes stock sale to ~$800M. We have followed DigitalOcean long enough to know that this is not a company that earns the benefit of the doubt easily. For years the debate was whether it could hold customers as they scaled. That debate is over. The large stock sale totaling over 10% of the company’s market cap has been digested, thus far, very well, with the stock up on the day in the face of a dilution. And why is it up? Because the market sees the demand and growth trajectory from just 30MW of data center capacity and it wants more. More growth. More cash flow. More $1M+ customers. A cohort that grew ARR 133% last quarter and revenue 123% with 0% churn. This is the loudest, direct read from the market: people believe. Let’s see if they are right to, because we sure do too. We see growth expanding, and doing so for several years. Zero percent churn in the $1 million plus cohort for a full year changes the structure of the business. This is not a GPU landlord story. It is not a venture funded training bubble story. It is a vertically integrated inference cloud story with real customers, real workloads, real unit economics, and real free cash flow. If the software layer compresses in an AI world, the durable value shifts to where intelligence runs, scales, stores memory, and connects to the rest of the application stack. That is exactly where DigitalOcean is positioning itself. We do not see a perfect path. Capacity execution must stay tight. Margins will fluctuate as new facilities ramp. Competition will remain intense. But the direction of travel is unmistakable. Thanks for reading, friends. The author is long DOCN at the time of this writing.

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@ophirgottliebMar 24, 2026 · 10:28 PM

$DOCN Raising what will be $805M before fees in equity sale to clear out some of the old debt (lowering interest expense) and to grow infra. FY '27 guidance is 30% growth but that's with current plans for 30MW of data center power. They're gonna grow more with this and FY '28 number will be strong as well.

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@ophirgottliebMar 19, 2026 · 12:10 AM

$DOCN @digitalocean Why is the stock up 60% in the last two-weeks a few weeks post earnings? It's bc analysts and investors are starting to understand. This is still widely misunderstood, even after the recent move in the stock. DigitalOcean is not a “GPU provider” and it is not a “neo cloud.” It is running three layers simultaneously: First, a full stack cloud which is compute, networking, storage, database as a service, Kubernetes orchestartion, and platform as a service. This is the foundation every real application needs to exist and scale. Second, DOCN has specialized GPU infrastructure built for inference, not training. It is optimized for cost, latency, and throughput. This is where they are sharing press releases with customers reporting real improvements in time to first token and total cost of ownership. Third, the inference engine itself. This where customers can route across open and closed models and kernel optimization all driving TCO, throughput rate, low latency, high accuracy and customers choose what matters most to them. All three layers matter. And critically, they must work together. None of this can be “vibe coded.” None of this can be assembled quickly. This takes years of infrastructure, software, and operational integration. The only companies that truly compete across all three layers are the hyperscalers. The neo clouds are largely selling GPU capacity. They do not have the full stack. They do not have the platform. And they do not have the integrated inference layer. Inference only providers don’t have the cloud. And DOCN is not chasing whoever shows up with demand. They are deliberately rejecting some customers and only choosing customers that will build, scale, and grow on the platform over time. And how do we know? It used to be the critcism that as companies got larger they would "graduate" off of DOCN. But last quarter DOCN saw its greatest growth in the $500K and $1M customer cohort and 0.0% churn. Yep. No churn with 133% YoY ARR growth and 123% YoY revenue growth last quarter in the million dollar+ cohort. "Graduating" off of DOCN? No. They're building on DOCN. The number of 1M + accounts grew 71% last quarter. That distinction matters. Because in an AI world, the winners are not the companies that rent GPUs. The winners are the platforms where intelligence actually runs, scales, and compounds. Where it can't be replicated with raw dollars, and every day that passes the lead grows. That is what @DigitalOcean is building. And the 30% revenue growth for FY 2027 is still only based on the 31MW off added capacity. There will be more (capacity and growth). And to top it off, they are doing it with *GAAP* profits (29% *GAAP* net income margin for the full year 2025 and 13% if we exclude one time tax benefits), and positive free cash flow. That's *GAAP* profits for full year 2023, 2024, and 2025. All of it in a stock still tradng at less than 7x sales. Will the stock chill out soon? Sure. Does it matter? No.

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@ophirgottliebMar 18, 2026 · 3:04 PM

$DOCN easy to miss but this a repricing of a company with news that was known but is only getting digested piecemeal. Burton, this one's walk is not so random.

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@ophirgottliebFeb 24, 2026 · 3:12 PM

$DOCN @digitalocean We came into this quarter already leaning bullish because last quarter finally answered the core question that has haunted DigitalOcean for years: can the company win serious workloads, scale serious customers, and do it with a real sales motion that holds up quarter after quarter. Q4 2025 did not just confirm that. It escalated it. We have followed DigitalOcean long enough to know that this is not a company that earns the benefit of the doubt easily. For years the debate was whether it could hold customers as they scaled. That debate is over. Zero percent churn in the $1 million plus cohort for a full year changes the structure of the business. That is the single most important line in the quarter, because it directly refutes the old bear case that DigitalOcean wins customers early and then loses them as they scale. The growth is real, the guidance is explicit, and the math is visible. 21% growth in 2026, exiting above 25%, and a clear path to 30% in 2027, all on committed capacity already in place. At the same time, even under a kitchen sink view of cash flow that includes lease payments and principal, the company is still generating cash at double digit percent while accelerating. No other AI scaler is doing this and growing 25%+: not king Amazon, not a single neo cloud, no one. This is not a GPU landlord story. It is not a venture funded training bubble story. It is a vertically integrated inference cloud story with real customers, real workloads, real unit economics, and real free cash flow. If the software layer compresses in an AI world, the durable value shifts to where intelligence runs, scales, stores memory, and connects to the rest of the application stack. That is exactly where DigitalOcean is positioning itself. The market is currently terrified of companies investing to grow, even when those companies are doing it with discipline and strong margins. DigitalOcean is telling you plainly that if you believe AI is real, then inference is where durable spend lives, and if you believe inference is real, then the winners are not GPU landlords. The winners are vertically integrated platforms with simplicity, open standards, predictable unit economics, and a full cloud stack that captures wallet as customers scale. That is the bet DigitalOcean is making, and Q4 is the strongest proof point yet that it is working.

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@ophirgottliebDec 17, 2025 · 2:43 PM

$DOCN @digitalocean big win from what appears to have been $GOOGL @googlecloud Signs multi-year, eight-figure average per annum strategic partnership with @Persistentsys Persistent Systems.

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