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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⁠Stock Analysis Compilation
Brandes on Takeda Pharmaceutical $4502 JP

Thesis: Takeda’s strategic deleveraging and diversified drug pipeline, combined with strong market positioning, offer compelling upside despite recent challenges

(Extract from their Q3 letter) https://t.co/BiVuYpeXvT
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⁠Hidden Value Gems
Enjoyed Sohn London 2025 conference yesterday, quite a few ideas including @muddywatersre short thesis on $ELF.

The ones I found most exciting are:

1/ $UBI.PA

2/ $YOU.L

3/ $BORR https://t.co/Wd4XGEbYgR
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⁠Hidden Value Gems
Victor Haghani (ex LTCM) will be speaking at LSE on 2 December on "Why I stopped picking stocks: the risk matters hypothesis".

Free to attend, should be interesting 👇 https://t.co/xufTKIXbfB
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