Offshore
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Chips & SaaS
RT @firstadopter: FOUND IT! https://t.co/g0nGzeFkz0
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RT @firstadopter: FOUND IT! https://t.co/g0nGzeFkz0
I remember a decades-old interview with Druckenmiller where he said when companies start investing in building factories and spending capex on a stronger economy, it takes capital away from financial markets and assets, so it’s bad for stocks. Is that what’s happening now? tweet
Offshore
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Fiscal.ai
AMD Q4 Revenue Growth by Category
Data Center +39%
Client +34%
Gaming +50%
Embedded +3%
$AMD: -4.2% after hours https://t.co/ASWhB1kJsa
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AMD Q4 Revenue Growth by Category
Data Center +39%
Client +34%
Gaming +50%
Embedded +3%
$AMD: -4.2% after hours https://t.co/ASWhB1kJsa
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Offshore
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Fiscal.ai
AMD just crossed $10B in quarterly revenue for the first time ever.
"We are entering 2026 with strong momentum across our business, led by accelerating adoption of our high-performance EPYC and Ryzen CPUs and the rapid scaling of our data center AI franchise.”
$AMD https://t.co/q2uHFbapei
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AMD just crossed $10B in quarterly revenue for the first time ever.
"We are entering 2026 with strong momentum across our business, led by accelerating adoption of our high-performance EPYC and Ryzen CPUs and the rapid scaling of our data center AI franchise.”
$AMD https://t.co/q2uHFbapei
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Brady Long
RT @thisguyknowsai: Grok 4.1 is dangerously good.
But 99% of people are sleeping on what it can actually do.
I’ve used it to build apps, generate content, automate deep research, and more.
Here are 10 ways to use Grok 4.1 that feel like cheating: https://t.co/yuv0eryEDY
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RT @thisguyknowsai: Grok 4.1 is dangerously good.
But 99% of people are sleeping on what it can actually do.
I’ve used it to build apps, generate content, automate deep research, and more.
Here are 10 ways to use Grok 4.1 that feel like cheating: https://t.co/yuv0eryEDY
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App Economy Insights
$AMD AMD Q4 FY25:
• Revenue +34% Y/Y to $10.3B ($0.6B beat).
• Operating margin 17% (+6pp Y/Y).
• Non-GAAP EPS $1.53 ($0.21 beat).
• Q1 FY26 rev guide ~$9.8B ($0.4B beat). https://t.co/afpWaIWa1j
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$AMD AMD Q4 FY25:
• Revenue +34% Y/Y to $10.3B ($0.6B beat).
• Operating margin 17% (+6pp Y/Y).
• Non-GAAP EPS $1.53 ($0.21 beat).
• Q1 FY26 rev guide ~$9.8B ($0.4B beat). https://t.co/afpWaIWa1j
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Fiscal.ai
Chipotle has now reported 4 quarters in a row of transactions declines.
Meanwhile, the average check continues to grow.
$CMG https://t.co/Mx7WCtNyxt
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Chipotle has now reported 4 quarters in a row of transactions declines.
Meanwhile, the average check continues to grow.
$CMG https://t.co/Mx7WCtNyxt
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The Transcript
AMD CEO @LisaSu: "2025 was a defining year for AMD, with record revenue and earnings driven by strong execution and broad- based demand for our high-performance and AI platforms. We are entering 2026 with strong momentum across our business,..."
$AMD: -5% AH https://t.co/1EfLZxPu48
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AMD CEO @LisaSu: "2025 was a defining year for AMD, with record revenue and earnings driven by strong execution and broad- based demand for our high-performance and AI platforms. We are entering 2026 with strong momentum across our business,..."
$AMD: -5% AH https://t.co/1EfLZxPu48
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The Transcript
$AMD CFO: "Our record fourth quarter and full-year results demonstrate AMD’s ability to deliver profitable growth at scale. We achieved record non-GAAP operating income and free cash flow..." https://t.co/wSAnJx1ofV
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$AMD CFO: "Our record fourth quarter and full-year results demonstrate AMD’s ability to deliver profitable growth at scale. We achieved record non-GAAP operating income and free cash flow..." https://t.co/wSAnJx1ofV
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The Transcript
Chipotle CEO: "Against a dynamic consumer backdrop, we opened a record number of restaurants globally and grew Q4 and full year revenue"
$CMG: -3% AH https://t.co/QMj17RTihY
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Chipotle CEO: "Against a dynamic consumer backdrop, we opened a record number of restaurants globally and grew Q4 and full year revenue"
$CMG: -3% AH https://t.co/QMj17RTihY
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