⁠Stock Analysis Compilation
TCW on AT&T $T US

Thesis: AT&T’s strategic refocus on its core telecom business, combined with strong leadership and significant investments in digital infrastructure, positions it for improved profitability and shareholder value

(Extract from their Q3 letter) https://t.co/OtGo68DviZ
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AkhenOsiris
Something about OPEC and Gen AI

OPEC Sec Gen Al Ghais: Oil And Gas Are A Gift Of God - LiveSquawk
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AkhenOsiris
Today AMZN is a TGT peer and trades in sympathy 😥
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AkhenOsiris
$AMZN

JPMorgan sees solid online holiday sales growth, Amazon still top pick.

JPMorgan analyst Doug Anmuth expects solid online holiday season sales growth of 7.5% year-over-year heading toward Thanksgiving and the Cyber 5 weekend, below last year's up 9.8%, but suggesting continued strong share gains online. Third party estimates suggest an e-commerce growth range of 7%-10% while total holiday spending, online and offline, third party estimates range from up 2.0%-3.5% year-over-year growth, below last year's 3.9% growth, the analyst tells investors in a research note. JPMorgan says Amazon (AMZN) remains its best idea in internet. It believes U.S. e-commerce penetration of adjusted retail sales could nearly double from 22% today to 40%-plus long term. With a shorter holiday season, Amazon, Walmart (WMT) and Target (TGT) are all running early promotional cycles, which should support demand & ease stress on retail networks during the holiday season.
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AkhenOsiris
$APP

AppLovin Corporation Announces Proposed Public Offering of Senior Notes
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AkhenOsiris
Ives:

It's 9-10pm at the AI party and it doesn't end until 4am.

4am? That's it?
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AkhenOsiris
CNBC back with NVDA buyside bogey estimates displayed on the screen 😂
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AkhenOsiris
$DDOG trying for highest close in past year ($136.15, Feb 14th, 2024)
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⁠App Economy Insights
$NVDA NVIDIA Q3 FY25 (October quarter).

• Revenue +17% Q/Q to $35.1B ($2.0B beat).
• Gross margin 75% (-1pp Q/Q).
• Operating margin 62% (flat Q/Q).
• Non-GAAP EPS $0.81 ($0.06 beat).

Q4 FY25 guidance:
• Revenue ~$37.5B ($1.5B beat). https://t.co/Ww5gYfBsD0
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⁠Investing visuals
NVIDIA $NVDA Q3'24 earnings:
🔹Revenue: $35.1 Bln vs est. $33.1Bln (6% beat🟢)
🔹Earnings per share: $0.78 vs est. $0.75 (4% beat🟢)

Initial stock reaction 📈
Down -2% 🔴

Updated one-pager will be out tomorrow🫡

All eyes are on NVIDIA $NVDA reporting earnings tomorrow after hours.

Here's a quick pre-earnings overview 🔍👇

🔹Est. Revenue: $33.1B (+83%)
🔹Est. EPS: $0.75 (+85%) https://t.co/MAcrRCCNy8 - Investing visuals
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⁠Investing visuals
RT @Stocktwits: BREAKING 🚨 $NVDA JUST REPORTED EARNINGS...

✅ EPS of $0.78, beating expectations of $0.75
✅ Revenue of $35.1B, beating expectations of $33.1B

Stock is DOWN 4.7%

Listen to the call LIVE on Stocktwits: https://t.co/N0xGxmE5fV https://t.co/CmmeKaOxXX

It's almost $NVDA earnings time...

So what's going to happen?

@Buncahn joined @StockSavvyShay and @AcetheKidTA to break it all down, but he didn't get the leather jacket memo 😬

Don't miss Daily Rip LIVE at 8:30am daily...it's literally in the name https://t.co/JF6mTM4WVi - Stocktwits
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⁠App Economy Insights
$NVDA NVIDIA Data Center growth visualized. https://t.co/Dfhe2IPkAT
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 New CEO Insider Purchase

The CEO of $ENPH has reported the purchase of ~$300K of the company's stock.

This is the second insider purchase he has reported in the last week
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⁠Capital Employed
Some very interesting ideas here...

Our usual quarterly post. 🚨

What's your favorite small/microcap (sub $1 billion) idea right now?

Do feel free to retweet so we can gather more ideas 👍 - Capital Employed
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