AkhenOsiris
AI is working

US JOLTS JOB OPENINGS ACTUAL 7.6M (FORECAST 8M, PREVIOUS 8.098M) - *Walter Bloomberg
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AkhenOsiris
PLTR results a good read through to Hyperscaler cloud revs my nephew says 🤪

He's had a pickle 🥒 up his ass before, so noted
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AkhenOsiris
The laggard MSFT still a whopping 12% off ATH (AND flat last 52 wks) while brethren GOOGL, AMZN, META at ATH. @JerryCap MSFT AI loser
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AkhenOsiris
$AMZN $GOOGL $MSFT $META

Eyeing Higher Margins, AWS and Other Cloud Providers Embrace DeepSeek - The Information
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⁠Quiver Quantitative
RT @QuiverCongress: Senator James Lankford has introduced a bill to prohibit discrimination based on political affiliation in granting disaster aid.

Do you support this?

Poll below. https://t.co/xneIKmllXI
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⁠Stock Analysis Compilation
Greystone Capital Management on Innovative Food Holdings (IVFH) $IVFH US

Thesis: Innovative Food Holdings (IVFH) is poised for sustained profitability and growth in specialty food distribution following strategic asset divestitures, cost reductions, and new retail partnerships, culminating in ambitious revenue and EBITDA margin goals.

(Extract from their Q4 letter)
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⁠Quiver Quantitative
RT @QuiverCongress: Lauren Boebert has proposed a bill that would classify fentanyl as a weapon of mass destruction.

Do you support this?

Poll below. https://t.co/ugEclNyp31
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⁠Dimitry Nakhla | Babylon Capital®
Alphabet $GOOG Reports a Good Q3 🎯

❌ Revenue: $96.47B vs $96.67B (est)

✅ Adjusted EPS: $2.15 vs $2.13 (est)

GOOGLE CLOUD ☁️ +30.05% YoY

$GOOGL https://t.co/Z63rGmXDwf
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⁠Investing visuals
Alphabet $GOOGL Q4 2024 earnings 🚨

Mixed results with a slight revenue miss and significant miss on free cash flow.

Stock is down -7%
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⁠App Economy Insights
$GOOG Alphabet Q4 FY24:

• Revenue +12% Y/Y to $96.5B ($0.2B miss).
• Operating margin 32% (+5pp Y/Y).
• EPS $2.15 ($0.02 beat).

☁️ Google Cloud:
• Revenue +30% Y/Y to $12.0B.
• Operating margin 18% (+8pp Y/Y).

▶️ YouTube ads +14% to $10.5B. https://t.co/pGwnKUnIN9
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⁠Investing visuals
$AMD Q4 2024 earnings 🚨

Solid quarter, beat on earnings and slight beat on EPS. Margins came in below expectation.

Stock is down -2%
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