Khozema Shipchandler

CEO, Twilio
· tracked since Jun 2026
Calls
1
Win Rate
100.0%
return
+31.1%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
TWLO Long +31.1%
Worst Calls
No live losers yet
Most Mentioned
TWLO ×1
Recent Calls
TWLO Long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return +31.1% Long Return +31.1% Short Return -
Average Return
7d +10.1%
30d -1.2%
90d —
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Side
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Thesis
Theme
Source
TWLO Twilio Inc. Twilio Inc.
Long
Jun 23
$187.32
+31.1%
Twilio combines AI growth with strong financials.
Twilio is one of the rare companies combining an AI growth mode with excellent financial characteristics: accelerating revenue growth, operating leverage, strong free cash flow generation, and reduced stock-based compensation to under 10% of revenues. The company is positioned as the essential back-end infrastructure for agentic AI communications, acting as the 'Switzerland of the AI era', with a clear path to generating over $1 billion in annual free cash flow and further stock appreciation left.
AI Software
YOUTUBE
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Khozema Shipchandler has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: TWLO.