⁠App Economy Insights
Google kicked off Big Tech earnings!

☢️ AI investments
🚖 Waymo expansion
🔎 Search competition
☁️ Cloud reacceleration
▶️ YouTube market share

Let's visualize the quarter!👇 $GOOG
https://t.co/EGnmUnPeC8
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⁠Hidden Value Gems
Spending a few days in Bristol during the half term. I wish Concorde was still running. From London to NYC in just 3 hrs 20 min! https://t.co/DrA5cex3Fe
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⁠Stock Analysis Compilation
Munro on Contellation Energy $CEG US

Thesis: Constellation Energy's nuclear-powered, carbon-free electricity supply positions it as a vital player in the energy-hungry data center industry, with earnings potential set to triple in six years.

(Extract from their Q3 letter) https://t.co/oeg4fAqKrA
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⁠Quiver Quantitative
BREAKING: Representative Green just disclosed the sale of another ~$200K of NGL stock.

He bought massive amounts of the stock before it rose almost 100%.

Then he sold before it came back down.

Incredible timing: https://t.co/APbmFj5yM9
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⁠Quiver Quantitative
RT @InsiderRadar: $NRDS stock is up 32% this morning, off a strong earnings report.

Great timing on last week's insider purchase, which was the first at the company in over a year. https://t.co/kdIZg7r2eL

Topline Capital Management, who has >10% ownership of $NRDS, just reported the purchase of ~$5m of the company's stock.

This is the first insider purchase that has been reported at NerdWallet in over a year. https://t.co/YPbxNRSAjR - Insider Radar
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⁠Dimitry Nakhla | Babylon Capital®
$SMCI

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”

— Charlie Munger 🗣️

#stocks #investing - Dimitry Nakhla | Babylon Capital®
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⁠Investing visuals
Alphabet $GOOGL earnings review 👇🔍

Highlights ✨
🔹Beat revenue, EBITDA & EPS estimates
🔹Cloud revenue growth accelerated from 29% to 35%
🔹Cloud operating margin increased to 17%

Very solid quarter!
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⁠Capital Employed
We've made it past the 7,000 subscriber mark 🎂

Thanks for all your support! https://t.co/ux9NAj6Z9k
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⁠Investing visuals
Earnings preview thread! 👇🧵
$AAPL, $AMZN, $MA, $META & $INTC

Which one are you most excited for?👀

#1 Apple $AAPL earnings preview:
🔹Est. Revenue: $94.4 Bln (+5.5%)
🔹Est. Earnings per share: $3.10 (+3.8%)
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