Offshore
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Simplifying Stocks, CPA
Nasdaq hits record high as sharp jobs revision sets stage for inflation data https://t.co/fEzqbwYMjf
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Nasdaq hits record high as sharp jobs revision sets stage for inflation data https://t.co/fEzqbwYMjf
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Yellowbrick Investing
I know you've never heard this super unique insight before, but I do think this is the first point in $AAPL modern life that there is a legit chance they get disrupted by AI-first phones over the coming years (which is clearly $GOOG plan).
Not likely, but not 0%
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I know you've never heard this super unique insight before, but I do think this is the first point in $AAPL modern life that there is a legit chance they get disrupted by AI-first phones over the coming years (which is clearly $GOOG plan).
Not likely, but not 0%
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Offshore
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Evan
GOOGLE $GOOGL CLOUD FORECASTS $58 BILLION REVENUE BOOST BY 2027
Google cloud computing division has up to $106 billion in commitments from existing customer contracts that it has yet to fulfill, according to Thomas Kurian - Bloomberg https://t.co/VtbUn8VfHZ
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GOOGLE $GOOGL CLOUD FORECASTS $58 BILLION REVENUE BOOST BY 2027
Google cloud computing division has up to $106 billion in commitments from existing customer contracts that it has yet to fulfill, according to Thomas Kurian - Bloomberg https://t.co/VtbUn8VfHZ
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App Economy Insights
$ORCL Oracle Q1 FY26 (August quarter).
Safra Catz: "We signed 4 multi-billion-dollar contracts with three different customers in Q1."
• RPO +359% Y/Y to $455B.
• Cloud revenue +28% Y/Y to $7.2B.
• Revenue +12% Y/Y to $14.9B ($0.1B miss).
• Non-GAAP EPS $1.47 ($0.01 miss). https://t.co/WCKsVHsIBK
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$ORCL Oracle Q1 FY26 (August quarter).
Safra Catz: "We signed 4 multi-billion-dollar contracts with three different customers in Q1."
• RPO +359% Y/Y to $455B.
• Cloud revenue +28% Y/Y to $7.2B.
• Revenue +12% Y/Y to $14.9B ($0.1B miss).
• Non-GAAP EPS $1.47 ($0.01 miss). https://t.co/WCKsVHsIBK
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Offshore
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Evan
Oracle $ORCL stock in after hours is up $150B market cap
Oracle stock is currently one of the top 10 largest stocks in the world
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Oracle $ORCL stock in after hours is up $150B market cap
Oracle stock is currently one of the top 10 largest stocks in the world
ORACLE $ORCL STOCK POPS MORE THAN 20% ON GROWTH PROJECTIONS EVEN AS EARNINGS MISS ESTIMATES
Oracle said in its earnings report that remaining performance obligations jumped 359% from a year earlier, indicating big growth prospects.
(Source CNBC) https://t.co/eirbwJd2fw tweet
AkhenOsiris
$CRWD CEO Kurtz with some amusing name drops as he speaks at GS:
- "we have this data in $CRM Salesforce... it's kind of a mess...does that sound familiar?"
- "we got to get our data architecture in line... we've got to make sure we can put it in a $SNOW flake or a Databricks"
- "Like, we've become the $RDDT of AI security data because we have all these annotated security events over the last ten years"
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$CRWD CEO Kurtz with some amusing name drops as he speaks at GS:
- "we have this data in $CRM Salesforce... it's kind of a mess...does that sound familiar?"
- "we got to get our data architecture in line... we've got to make sure we can put it in a $SNOW flake or a Databricks"
- "Like, we've become the $RDDT of AI security data because we have all these annotated security events over the last ten years"
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Offshore
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The All-In Podcast
Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
(0:00) Introducing Palantir CEO Alex Karp
(8:40) Palantir’s work at the border, data collection and surveillance, built-in protections
(20:02) Israel/Palestine
(22:23) Is the West committing suicide? Germany, France, America, and more
(30:54) Antisemitism
(31:52) China’s strategy, dealing with drug cartels
(36:46) Why modern Progressivism is not progressive
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Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
(0:00) Introducing Palantir CEO Alex Karp
(8:40) Palantir’s work at the border, data collection and surveillance, built-in protections
(20:02) Israel/Palestine
(22:23) Is the West committing suicide? Germany, France, America, and more
(30:54) Antisemitism
(31:52) China’s strategy, dealing with drug cartels
(36:46) Why modern Progressivism is not progressive
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Offshore
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The All-In Podcast
RT @Billy_Boozer: Really inspired by how much Alex Karp from @PalantirTech cares about America.
Love @chamath and @Jason trying to get a word in edgewise 😝
His blunt take on the faux compassion of progressives hits hard.
The @allinsummit is absolutely stacked with speakers this year 🇺🇸 https://t.co/RhueW7iEoY
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RT @Billy_Boozer: Really inspired by how much Alex Karp from @PalantirTech cares about America.
Love @chamath and @Jason trying to get a word in edgewise 😝
His blunt take on the faux compassion of progressives hits hard.
The @allinsummit is absolutely stacked with speakers this year 🇺🇸 https://t.co/RhueW7iEoY
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Aadit Sheth
RT @aaditsh: This is literally the only book you need to master prompt engineering for LLMs https://t.co/C7ebZuYqRx
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RT @aaditsh: This is literally the only book you need to master prompt engineering for LLMs https://t.co/C7ebZuYqRx
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Offshore
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Simplifying Stocks, CPA
JUST WOW!!! 🤯
ORACLE'S $ORCL backlog grew to $455 billion this quarter
AI demand is accelerating
$ORCL +29% https://t.co/IKg4kWorTj
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JUST WOW!!! 🤯
ORACLE'S $ORCL backlog grew to $455 billion this quarter
AI demand is accelerating
$ORCL +29% https://t.co/IKg4kWorTj
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