App Economy Insights
RT @EconomyApp: $GOOG The Genie is Out!

Let's break down the quarter:

☢️ $185B CapEx guide.
🛒 Agentic browser + UCP.
🤖 Gemini tops 750M MAU.
🚗 Waymo's $126B valuation.
☁️ Cloud accelerates 48% Y/Y.
🔮Backlog +55% Q/Q to $240B.
https://t.co/i1PLBnZhtw
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Michael Fritzell (Asian Century Stocks)
RT @Kurt_Steiner: The interior looks incredible. https://t.co/fXHGqAjRm0

Parkview Square in Singapore (2003) has got the Art Deco https://t.co/gt5cSRkhVN - Kurt Steiner
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Moon Dev
Clawdbot now writes all my code & pushes to github

Dont listen to the people yapping on x, just try it yourself

Truly revolutionary https://t.co/hlgocRrubA
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God of Prompt
RT @rryssf_: meta, amazon, and deepmind researchers just published a comprehensive survey on "agentic reasoning" for llms.

29 authors. 74 pages. hundreds of citations.

i read the whole thing.

here's what they didn't put in the abstract: https://t.co/utkccQPMSI
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Jukan
"We're still at the beginning, not the end"
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Javier Blas
COLUMN: Buyers of Russian and Iranian oil are switching (to a point) to non-sanctioned alternatives. That has big implications for the price of crude.

@Opinion
https://t.co/pBuo6AA3WP
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: After Yesterday’s Carnage: Updated NTM P/E | 2-Year EPS CAGR Est | PEG💵

1. $SNOW 120x | 43% | 2.79
2. $CDNS 34x | 14% | 2.42
3. $ADP 20x | 9% | 2.22
4. $MCO 29x | 12% | 2.41
5. $SPGI 24x | 12% | 2.00
6. $TDG 33x | 17% | 1.94
7. $ICE 22x | 12% | 1.83
8. $ASML 40x | 22% | 1.81
9. $SNPS 29x | 17% | 1.70
10. $NDAQ 22x | 13% | 1.69
11. $ADSK 21x | 14% | 1.50
12. $MSFT 23x | 16% | 1.43
13. $AMZN 32x | 23% | 1.39
14. $NFLX 25x | 19% | 1.31
15. $NOW 26x | 20% | 1.30
16. $INTU 18x | 14% | 1.29
17. $FICO 29x | 23% | 1.26
18. $NVDA 25x | 20% | 1.25
19. $ADBE 12x | 10% | 1.20
20. $BKNG 18x | 15% | 1.20
21. $AVGO 31x | 31 % | 1.00
22. $CRM 15x | 15% | 1.00
23. $MELI 42x | 44% | 0.95
24. $CPNG 51x | 62% | 0.82
25. $CSU 15x | 20% | 0.75
___

*PEG calculated NTM P/E ➗ 2-Year EPS CAGR from the NTM Fiscal Year
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Benjamin Hernandez😎
Financials are in focus as shifting rates, credit trends, and earnings guidance drive market talk. Traders are positioning around volatility and sector rotation signals. https://t.co/ZKZtUOd7FT
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Jukan
* REUTERS: SPACEX IS CONSIDERING MAKING ITS OWN MOBILE DEVICE.
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Moon Dev
From 86x Gains to a Zero Balance: Why Your Trading Bot Is Failing and How to Fix It
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Jukan
If SpaceX were to make a smartphone, which hardware manufacturer or OEM do you think would build it?

Personally, I think it would be really interesting if Samsung made it. https://t.co/jPTeEONL6V

* REUTERS: SPACEX IS CONSIDERING MAKING ITS OWN MOBILE DEVICE. - Jukan
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