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β Quiver Quantitative
BREAKING: Nancy Pelosi is buying the Nvidia dip.
She just disclosed new trades, including a purchase of ~$1.1M of Nvidia stock, $NVDA.
Full trade list up on the Quiver site: https://t.co/iHDxOxSeTM
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BREAKING: Nancy Pelosi is buying the Nvidia dip.
She just disclosed new trades, including a purchase of ~$1.1M of Nvidia stock, $NVDA.
Full trade list up on the Quiver site: https://t.co/iHDxOxSeTM
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β Quiver Quantitative
BREAKING: U.S. Senator Roger Marshall has announced that he is launching an investigation into alleged censorship by Google. https://t.co/y9E2uIXgHq
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BREAKING: U.S. Senator Roger Marshall has announced that he is launching an investigation into alleged censorship by Google. https://t.co/y9E2uIXgHq
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β Quiver Quantitative
π¨ JUST IN: Representative Michael Burgess sold $UPS the day before the stock had its worst day ever.
Burgess sold on July 22nd.
The next day, the company released a dismal earnings report and the stock plummeted.
One of the more suspicious sales we've seen this year. https://t.co/h8DSbhiVK5
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π¨ JUST IN: Representative Michael Burgess sold $UPS the day before the stock had its worst day ever.
Burgess sold on July 22nd.
The next day, the company released a dismal earnings report and the stock plummeted.
One of the more suspicious sales we've seen this year. https://t.co/h8DSbhiVK5
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β Quiver Quantitative
Two years ago, the news was that a Carvana bankruptcy was imminent.
But we saw insiders buying stock in the company, and published this report.
$CVNA has now risen 3,083% since then.
Sometimes it's worth watching the insiders: https://t.co/lIi6V90odi
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Two years ago, the news was that a Carvana bankruptcy was imminent.
But we saw insiders buying stock in the company, and published this report.
$CVNA has now risen 3,083% since then.
Sometimes it's worth watching the insiders: https://t.co/lIi6V90odi
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β Capital Employed
If youβre seeking new investment ideas then there is 43 very interesting stock pitches here for you to read over the weekendβ¦ π
https://t.co/8SDepCe5iN https://t.co/LyWx2W9j44
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If youβre seeking new investment ideas then there is 43 very interesting stock pitches here for you to read over the weekendβ¦ π
https://t.co/8SDepCe5iN https://t.co/LyWx2W9j44
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β App Economy Insights
$META Meta Q2 FY24:
π¨βπ©βπ§βπ¦ Daily active people +7% Y/Y to 3.27B.
π Ad impressions +10% Y/Y.
β’ Revenue +22% Y/Y to $39.0B ($0.8B beat).
β’ Operating margin 38% (+9pp Y/Y).
β’ EPS $5.16 ($0.40 beat).
β’ FY24 Capex $37-40B (prev. $35-$40B). https://t.co/czFweYj0A0
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$META Meta Q2 FY24:
π¨βπ©βπ§βπ¦ Daily active people +7% Y/Y to 3.27B.
π Ad impressions +10% Y/Y.
β’ Revenue +22% Y/Y to $39.0B ($0.8B beat).
β’ Operating margin 38% (+9pp Y/Y).
β’ EPS $5.16 ($0.40 beat).
β’ FY24 Capex $37-40B (prev. $35-$40B). https://t.co/czFweYj0A0
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β App Economy Insights
July report is out!
π Nearly 100 earnings visuals.
From π± $ARM to π³ $V.
Get your insights now! π
https://t.co/bD23VXk9tt
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July report is out!
π Nearly 100 earnings visuals.
From π± $ARM to π³ $V.
Get your insights now! π
https://t.co/bD23VXk9tt
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β App Economy Insights
$AMZN Amazon Q2 FY24:
β’ Revenue +10% Y/Y to $148B ($0.8B miss).
β’ Operating margin 10% (+4pp Y/Y).
β’ FCF $53B TTM.
βοΈ AWS:
β’ Revenue +19% Y/Y to $26.3B.
β’ Operating margin 36% (+11pp Y/Y).
Q3 FY24 Guidance:
β’ Revenue ~$154-$158.5B ($158.3B expected). https://t.co/8fKQ6G6XKK
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$AMZN Amazon Q2 FY24:
β’ Revenue +10% Y/Y to $148B ($0.8B miss).
β’ Operating margin 10% (+4pp Y/Y).
β’ FCF $53B TTM.
βοΈ AWS:
β’ Revenue +19% Y/Y to $26.3B.
β’ Operating margin 36% (+11pp Y/Y).
Q3 FY24 Guidance:
β’ Revenue ~$154-$158.5B ($158.3B expected). https://t.co/8fKQ6G6XKK
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β App Economy Insights
$AAPL Apple Q3 FY24 (June quarter):
π³ Services +14% Y/Y to $24.2B.
π± Products +2% Y/Y to $61.6B.
β’ Revenue +5% Y/Y to $85.8B ($1.4B beat).
β’ Operating margin 30% (+1pp Y/Y).
β’ EPS $1.40 ($0.06 beat). https://t.co/lVX92eJfuB
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$AAPL Apple Q3 FY24 (June quarter):
π³ Services +14% Y/Y to $24.2B.
π± Products +2% Y/Y to $61.6B.
β’ Revenue +5% Y/Y to $85.8B ($1.4B beat).
β’ Operating margin 30% (+1pp Y/Y).
β’ EPS $1.40 ($0.06 beat). https://t.co/lVX92eJfuB
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