⁠App Economy Insights
$NVDA NVIDIA Q4 FY25 (January quarter).

• Revenue +12% Q/Q to $39.3B ($1.2B beat).
• Gross margin 73% (-2pp Q/Q).
• Operating margin 61% (-1pp Q/Q).
• Non-GAAP EPS $0.89 ($0.04 beat).

Q1 FY26 guidance:
• Revenue $43.0B ($1.0B beat). https://t.co/waPkz3ZIMn
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⁠Hidden Value Gems
RT @HiddenValueGems: The only person I never heard of on the list of 24 super-billionaires (net worth>$50B): Mr Zhong Shanshan, the 70-year old founder of Nongfu Spring (known as a lone wolf). Started as a journalist, tried selling mushrooms, then worked as a sales manager at Wahaca.

He is the only local Chinese entrepreneur on the list, no Jack Ma or the likes. Just 3 European entrepreneurs, no 🇬🇧 or 🇩🇪
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⁠Mads Capital
another trillion dollars to ken griffin

$NVDA ER https://t.co/8KYSGirdbQ - Mads Capital
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⁠Stock Analysis Compilation
Diamons Hill Small Mid Cap Fund on Teledyne Technologies $TDY US

Thesis: Teledyne Technologies is a diversified industrial technology provider with a strong history of value creation, making it an attractive investment despite some investor skepticism regarding its acquisition of FLIR Systems.

(Extract from their Q4 letter)
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⁠Quiver Quantitative
Meme coin question at the Senate Banking hearing: https://t.co/GBIcxfBtJW
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⁠Mads Capital
lisan al gaib scaring the hoes on this boring ahh call

LISAN AL GAIB https://t.co/koGpd7NBN0 - Mads Capital
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⁠Quiver Quantitative
BREAKING: Representative Anna Paulina Luna just received this letter from the DOJ on the Epstein/MLK/JFK/RFK files. https://t.co/kVAcSWpQW2
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⁠Mads Capital
RT @MadsCapital: American big tech is innovative and all with the AI stuff
But have you thought about European banks? https://t.co/6wC4GKyL1J
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