Khozema Shipchandler

CEO, Twilio

· tracked since Jun 2026

Calls

Win Rate

100.0%

Return

+2.3%

Calls 1 1 Posts tracked · 0.2/day

Calls

7d 1

30d 1

90d 1

Best Calls

TWLO long +2.3%

Worst Calls

No live losers yet

Most Mentioned

TWLO ×1

Recent Calls

TWLO long 5 days ago

Win Rate 100% Long 1 Short 0

Win Rate

7d —

30d —

90d —

Average Return +2.3% Long Return +2.3% Short Return -

Average Return

7d —

30d —

90d —

Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

TWLO Twilio Inc. Twilio Inc.

Long

Jun 23

$187.32

+2.3%

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.

Other

YOUTUBE

Showing 1 of 1 picks · sorted by mentions

Khozema Shipchandler has 1 trade idea tracked on Buzzberg across 1 ticker since June 2026. Most covered: TWLO.