App Economy Insights
$COST Costco Q4 FY25.

• Revenue +8% Y/Y to $86.2B ($0.1B beat).
• EPS $5.87 ($0.06 beat).
• 914 warehouses (+23 Y/Y, +9 Q/Q).

Comparable sales Y/Y (adjusted):
• US +6.0%.
• Company +6.4%.
• E-commerce +13.5%. https://t.co/TwPkTkFFp6
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Umesh
Prompt : From a dizzying aerial, the rider rockets across Saturn’s fractured rings, once smooth bands now splintered into collapsing arcs. Shards of ice and stone jut like shattered glass, narrowing into perilous ledges. The camera hovers tight above as he angles through spiraling debris, vast void yawning beneath. Each leap across drifting fragments crackles with danger, until he threads impossibly through the final broken span, the planet’s blurred storms raging below.
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Umesh
Prompt: Of all life’s lessons, none humbles us more deeply than the state of our own health. --chaos 56 --ar 16:9 --stylize 700 https://t.co/gmsaVBlw22
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Umesh
It’s just incredible how fast WAN updates are coming in.

I’ve tried the Wan 2.5-Preview model, which uses a native multimodal architecture.

The improvements are awesome.

Here’s a thread about the important updates. ⤵️

#WAN #AIGC
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David Colombo
A great pice of work, once again, from @munoz_benj86450

The Survivor, a short film about zombies during the Civil War. What do you think? Should I continue it? https://t.co/mgJF3pLRjQ - Benjamin Munoz Alonso
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Umesh
RT @Preda2005: 🌀How do you turn a random idea into a stunning image?

I used to juggle 20 tabs, scattered references… and still lose the creative spark.

Now I use Firefly Boards:
💡 Plan poses
👗 Test outfits and styles
🧠 Stay in flow, no creative blocks

🚨 Here’s how it works ⤵️

Sponsored by Adobe Firefly #AdobeFireflyAmbassadors #Ad #FireflyBoards
AI 🦾🤖🎨
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ToffCap
The TMM (our actionable event-driven and special sits monitor) is a great source in itself, but sometimes it strikes gold.

Microvast $MVST +1200% in roughly a year 🚀🚀

Busted 2020 SPAC Microvast is exploring alternatives to enhance liquidity. The company is showing very strong revenue growth and gross margin expansion, but will need further cash to fund its growth.

That said, the shares have been obliterated and there's some solid revenues and perhaps a few interesting assets on the b/s (just glancing though), which might provide for an interesting set-up.
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Investing visuals
Breaking down my portfolio!

Time to share more about my portfolio and investment journey. Covering:

• My focus on tech
• From 25 to 13 positions
• Why I shifted away from mega caps
• How my performance improved over time

A thread 🧵👇
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Yellowbrick Investing
$MOB

We are long Mobilicom, $MOB. "Unleashing American Drone Dominance" was signed June 6th. The future of warfare is clear; end to end cyber security for drones has never been more critical. That's what $MOB does - validated by an elite spot on the Blue UAS list. 5x upside pt. - Blue Duck Capital Partners
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App Economy Insights
$MU Micron just reorganized its business.

Why? AI is rewriting the playbook for memory.

• What is HBM?
• How it's powering a margin super-cycle.
• Bull vs. bear case for what's next. 📈📉
https://t.co/KKOytC7lvk
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Umesh
Presenting my surrealistic version of “The Unfinished Film.”

It is an innovative experiment in storytelling by director Sam Finn in collaboration with Adobe. The Unfinished Film puts human creativity first for a story that never truly finishes.

Sponsored by #AdobeFirefly in partnership with @Adobe as a Firefly Brand Ambassador.

#AdobeFireflyAmbassadors #Ad #FireflyUnfinishedFilm
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AkhenOsiris
$SHOP hit $159 on Monday and just hit $139.xx today. Large pullback, while consumer spending data holding up well, 3P data also decent (GMV accel'd to 30% last qtr). Natural fit to be at forefront of agentic e-comm, having partnered with OAI and Perplexity.
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AkhenOsiris
$ORCL has given back 60% of its post earnings monster gap from ~$240 to $345, sitting now "just" 18% above pre-earnings price
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