Offshore
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App Economy Insights
$V Visa Q4 FY25 (ending in September):
• Revenue +12% Y/Y to $10.7B ($0.1B beat).
• Operating margin 57% (-9pp Y/Y).
• Non-GAAP EPS $2.98 ($0.01 beat).
Fx neutral:
• Payment volume +9% Y/Y.
• Cross-border volume +12% Y/Y.
• Processed transactions +10% Y/Y. https://t.co/Fyv5Qj8xwX
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$V Visa Q4 FY25 (ending in September):
• Revenue +12% Y/Y to $10.7B ($0.1B beat).
• Operating margin 57% (-9pp Y/Y).
• Non-GAAP EPS $2.98 ($0.01 beat).
Fx neutral:
• Payment volume +9% Y/Y.
• Cross-border volume +12% Y/Y.
• Processed transactions +10% Y/Y. https://t.co/Fyv5Qj8xwX
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Offshore
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Investing visuals
Visa $V Q3 earnings:
• Revenue: $10.7B vs Est. $10.62B
• Adj. EPS: $2.98 vs Est. $2.97
• Payments volume: +9% YoY
Good quarter👌
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Visa $V Q3 earnings:
• Revenue: $10.7B vs Est. $10.62B
• Adj. EPS: $2.98 vs Est. $2.97
• Payments volume: +9% YoY
Good quarter👌
Both $V and $MA report earnings next week.
Here’s how they stack up fundamentally 👇 https://t.co/v3AGYHWkop tweet
Offshore
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Clark Square Capital
Great case study of an early thrift conversion by @joekraymond
https://t.co/yFrSV9QUI0
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Great case study of an early thrift conversion by @joekraymond
https://t.co/yFrSV9QUI0
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Offshore
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AkhenOsiris
RT @FundaBottom: Preview| $NET 3Q25: Growth Momentum Intact, Story Still Unfolding
In our previous quarter’s report, we highlighted that Cloudflare is positioning itself as the “Connectivity Cloud” for the AI era, unifying its network, security, and compute capabilities under a single platform. The company is further exploring ways to integrate the content economy (Pay-Per-Crawl) and a payment layer into its ecosystem.
This quarter suggests that Cloudflare’s growth story is still unfolding, with a high likelihood of delivering another accelerating quarter. Cloudflare is likely to sustain a modest beat-and-raise cadence through the coming quarters.Among the four ACT segments, ACT2 (Security) and ACT3 (Workers AI) maintained solid growth this quarter. ACT2 made a major contribution to revenue expansion, while ACT3, though still a smaller base, saw rapid growth. ACT1 (Network Services) demand remained stable. ACT4 (Pay-Per-Crawl) is still in the early go-to-market phase; though it has limited near-term financial impact, initial customer feedback has been positive.
Detailed Report
https://t.co/lt71OqjUZS
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RT @FundaBottom: Preview| $NET 3Q25: Growth Momentum Intact, Story Still Unfolding
In our previous quarter’s report, we highlighted that Cloudflare is positioning itself as the “Connectivity Cloud” for the AI era, unifying its network, security, and compute capabilities under a single platform. The company is further exploring ways to integrate the content economy (Pay-Per-Crawl) and a payment layer into its ecosystem.
This quarter suggests that Cloudflare’s growth story is still unfolding, with a high likelihood of delivering another accelerating quarter. Cloudflare is likely to sustain a modest beat-and-raise cadence through the coming quarters.Among the four ACT segments, ACT2 (Security) and ACT3 (Workers AI) maintained solid growth this quarter. ACT2 made a major contribution to revenue expansion, while ACT3, though still a smaller base, saw rapid growth. ACT1 (Network Services) demand remained stable. ACT4 (Pay-Per-Crawl) is still in the early go-to-market phase; though it has limited near-term financial impact, initial customer feedback has been positive.
Detailed Report
https://t.co/lt71OqjUZS
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Offshore
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AkhenOsiris
Pouring one out for all the sw experts who said $NVDA was overvalued at $400 ($40 split-adjusted)...and then later said $120 (3x 😂) was as far as it could go.
A final pour for our friend the Dean
https://t.co/3AYQqLsDMN
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Pouring one out for all the sw experts who said $NVDA was overvalued at $400 ($40 split-adjusted)...and then later said $120 (3x 😂) was as far as it could go.
A final pour for our friend the Dean
https://t.co/3AYQqLsDMN
Growth & margins will remain exceptional, but even with a soaring story of AI chip market dominance, my value estimate of $87 falls short of the stock price of $106 (on sept 5). The 22% over valuation is still the smallest it's been in the last year. https://t.co/mojy7LJaLH https://t.co/8HPZhDSlwO tweet
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AkhenOsiris
RT @emollick: 👀New data on the corporate ROI from generative AI from a large-scale tracking survey by my colleagues at Wharton.
They found that 75% already have a positive return on investment from AI, less than 5% negative return. Also 46% of businesses leaders now use AI daily themselves. https://t.co/cdv2N0cMUg
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RT @emollick: 👀New data on the corporate ROI from generative AI from a large-scale tracking survey by my colleagues at Wharton.
They found that 75% already have a positive return on investment from AI, less than 5% negative return. Also 46% of businesses leaders now use AI daily themselves. https://t.co/cdv2N0cMUg
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App Economy Insights
🚖 Uber eyes 100K robotaxis by 2027.
• $NVDA-powered AVs.
• Collabs with Stellantis, Lucid.
• Lower operating costs over time.
• $UBER building a 'robotaxi data factory.'
• 3M+ hours of AV driving to train models.
• Multi-partner ecosystem (Waymo, Nuro & more). https://t.co/gRv1CuV7K9
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🚖 Uber eyes 100K robotaxis by 2027.
• $NVDA-powered AVs.
• Collabs with Stellantis, Lucid.
• Lower operating costs over time.
• $UBER building a 'robotaxi data factory.'
• 3M+ hours of AV driving to train models.
• Multi-partner ecosystem (Waymo, Nuro & more). https://t.co/gRv1CuV7K9
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Capital Employed
Many amazing returns are being made so this year. One fund is up +131% YTD (he has lots of gold miners in his fund).
Most funds are up around +20%.
https://t.co/wUDSfhTdYl
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Many amazing returns are being made so this year. One fund is up +131% YTD (he has lots of gold miners in his fund).
Most funds are up around +20%.
https://t.co/wUDSfhTdYl
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Offshore
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Clark Square Capital
This is very cool. Big thanks to @JaredKubin
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This is very cool. Big thanks to @JaredKubin
LIQUIDATION NATION
I built a real tool for ALL investors where Factors + AI = DATA … not Vibes
👇WATCH INTRO VIDEO👇
⚠️What you get (Beta v1):
· 200+ Factor analytics
· Agent generated factor summaries (2x daily)
· Data science you can actually use
· Desktop only for now (mobile coming)
· 100% free
⚠️ Notes:
· SPAM filters might flag (Gmail signup live + X login soon)
· Read the Definitions section
· Education series dropping weekly
· Send bugs/features to me
· Fun R&D upgrades planned to help investors get deeper insights into their portfolios
· This is for educational purposes and not investment advice
🔗 https://t.co/69OxX0wv0j 🔗
"YOU CAN JUST DO THINGS" tweet