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Quiver Quantitative
BREAKING: We just received data on a new congressional crypto trade.
Representative Guy Reschenthaler just filed a sale of up to $15K of Solana, $SOL. https://t.co/zmCtVoPyM0
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BREAKING: We just received data on a new congressional crypto trade.
Representative Guy Reschenthaler just filed a sale of up to $15K of Solana, $SOL. https://t.co/zmCtVoPyM0
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Offshore
Video
The All-In Podcast
Google's Innovator's Dilemma: Sundar Answers the Bell with AI Mode in Search
@friedberg:
"You're at a pivotal moment in the company's history today. Have you read The Innovator's Dilemma?"
@sundarpichai:
"I'm obviously very, very familiar with the concept."
"I don't think I've read the book actually."
"But you know, it's one of those things which is so much in the ether, you think you know it."
Friedberg:
"I say it in jest because that's the talk of the town."
"The talk on Wall Street, the talk in Silicon Valley, is Google getting disrupted in this moment?"
"Consumers are asking AI questions through chat interfaces. They're getting complete answers. They're engaging with AI systems in a way that they traditionally didn't do with the classical search interface."
"Is Google at risk of being truly disrupted from AI?"
"Is the core search business, which the ad revenue on search is about a $200B run rate out of $360B of your total revenue, most of your profits."
"Is Google being disrupted by AI at this moment, or is Google leading?"
Sundar:
"I viewed this as an extraordinary opportunity for search."
"We launched AI Overviews about a year ago."
"Getting the feedback from AI Overviews, recently, we are testing it in labs, this whole new dedicated AI experience called AI Mode coming to Search."
"And in AI mode you can have a full-on AI experience in Search, including follow on conversational queries."
"People are typing in queries like literally long paragraphs. So we are seeing people respond."
"We kind of know what works. Users are our North Star. And empirically we see that people are engaging more and using the product more, right?"
"So to your question about innovator's dilemma, I think the dilemma only exists if you treat it as a dilemma."
"All along in technology you have these massive periods of innovation and you lean into it as hard as you can. It's the only way to do it."
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Google's Innovator's Dilemma: Sundar Answers the Bell with AI Mode in Search
@friedberg:
"You're at a pivotal moment in the company's history today. Have you read The Innovator's Dilemma?"
@sundarpichai:
"I'm obviously very, very familiar with the concept."
"I don't think I've read the book actually."
"But you know, it's one of those things which is so much in the ether, you think you know it."
Friedberg:
"I say it in jest because that's the talk of the town."
"The talk on Wall Street, the talk in Silicon Valley, is Google getting disrupted in this moment?"
"Consumers are asking AI questions through chat interfaces. They're getting complete answers. They're engaging with AI systems in a way that they traditionally didn't do with the classical search interface."
"Is Google at risk of being truly disrupted from AI?"
"Is the core search business, which the ad revenue on search is about a $200B run rate out of $360B of your total revenue, most of your profits."
"Is Google being disrupted by AI at this moment, or is Google leading?"
Sundar:
"I viewed this as an extraordinary opportunity for search."
"We launched AI Overviews about a year ago."
"Getting the feedback from AI Overviews, recently, we are testing it in labs, this whole new dedicated AI experience called AI Mode coming to Search."
"And in AI mode you can have a full-on AI experience in Search, including follow on conversational queries."
"People are typing in queries like literally long paragraphs. So we are seeing people respond."
"We kind of know what works. Users are our North Star. And empirically we see that people are engaging more and using the product more, right?"
"So to your question about innovator's dilemma, I think the dilemma only exists if you treat it as a dilemma."
"All along in technology you have these massive periods of innovation and you lean into it as hard as you can. It's the only way to do it."
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The All-In Podcast
🚨🌴 LIVE from miami: bestie @AntonioGracias!
-- @DOGE updates
-- voter fraud arrests
-- talent acquisition: how @elonmusk attracts 10x engineers like 'big balls'
-- building zero-defect voting systems
-- solving immigration
(0:00) the besties welcome antonio gracias!
(0:30) doge updates: government complexity worse than imagined, how to fix it
(9:00) talent acquisition for doge, a better model for civil service
(15:54) voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system
(22:12) fixing immigration in the us
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🚨🌴 LIVE from miami: bestie @AntonioGracias!
-- @DOGE updates
-- voter fraud arrests
-- talent acquisition: how @elonmusk attracts 10x engineers like 'big balls'
-- building zero-defect voting systems
-- solving immigration
(0:00) the besties welcome antonio gracias!
(0:30) doge updates: government complexity worse than imagined, how to fix it
(9:00) talent acquisition for doge, a better model for civil service
(15:54) voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system
(22:12) fixing immigration in the us
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Offshore
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Quiver Quantitative
JUST IN: Representative Nancy Mace has filed a resolution to expel Representative LaMonica McIver https://t.co/kaEwN87vEw
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JUST IN: Representative Nancy Mace has filed a resolution to expel Representative LaMonica McIver https://t.co/kaEwN87vEw
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Offshore
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Wall St Engine
S&P 500 Closing Bell Heatmap (May 21, 2025)
$SPY -1.59% 🟥
$QQQ -1.40% 🟥
$DJI -1.88% 🟥
$IWM -2.82% 🟥 https://t.co/PGyvdDHLav
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S&P 500 Closing Bell Heatmap (May 21, 2025)
$SPY -1.59% 🟥
$QQQ -1.40% 🟥
$DJI -1.88% 🟥
$IWM -2.82% 🟥 https://t.co/PGyvdDHLav
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Wall St Engine
OpenAI is buying Jony Ive’s AI hardware startup for $6.5B. Ive, known for shaping the iPhone, said it’s “common sense” to move beyond “decades-old” legacy products. He’ll now lead design at OpenAI and its device arm io.
https://t.co/v9SUa6xssZ
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OpenAI is buying Jony Ive’s AI hardware startup for $6.5B. Ive, known for shaping the iPhone, said it’s “common sense” to move beyond “decades-old” legacy products. He’ll now lead design at OpenAI and its device arm io.
https://t.co/v9SUa6xssZ
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twitter.com
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Offshore
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Wall St Engine
$SNOW | Snowflake Q1 Earnings Highlights
🔹 Revenue: $1.04B (Est. $1.01B) 🟢; UP +26% YoY
🔹 Adj EPS: $0.24 (Est. $0.21) 🟢
FY26 Guidance:
🔹 Product Revenue: $4.325B (Est. $4.18B) 🟢; UP +25% YoY
🔹 Product Gross Margin: 75%
🔹 Operating Margin: 8%
🔹 Adjusted Free Cash Flow Margin: 25%
🔹 Weighted Avg. Diluted Shares: ~372M
Q2'26 Guidance:
🔹 Product Revenue: $1.035B – $1.040B (Est. $1.01B) 🟢
🔹 Operating Margin: 8%
🔹 Weighted Avg. Diluted Shares: ~371M
Other Key Q1 Metrics:
🔹 Product Revenue: $996.8M; UP +26% YoY
🔹 Product Gross Profit: $754.1M; Margin: 76%
🔹 Adj Oper Income: $91.7M; Margin: 9%
🔹 Net Cash from Operating Activities: $228.4M; UP +22% YoY
🔹 Adj Free Cash Flow: $206.3M; UP +20% YoY
🔹 Remaining Performance Obligations: $6.7B; UP +34% YoY
🔹 Net Revenue Retention Rate: 124%
🔹 Customers with TTM Product Revenue > $1M: 606; UP +27% YoY
🔹 Forbes Global 2000 Customers: 754; UP +4% YoY
CEO Sridhar Ramaswamy Commentary:
🔸 "Snowflake delivered another strong quarter with 26% YoY growth in product revenue and a 34% increase in RPO. Our platform’s ease of use, scalability, and trust for enterprise-grade performance continue to drive adoption across industries. We see enormous opportunity ahead as we extend our value throughout the full data lifecycle, including AI."
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$SNOW | Snowflake Q1 Earnings Highlights
🔹 Revenue: $1.04B (Est. $1.01B) 🟢; UP +26% YoY
🔹 Adj EPS: $0.24 (Est. $0.21) 🟢
FY26 Guidance:
🔹 Product Revenue: $4.325B (Est. $4.18B) 🟢; UP +25% YoY
🔹 Product Gross Margin: 75%
🔹 Operating Margin: 8%
🔹 Adjusted Free Cash Flow Margin: 25%
🔹 Weighted Avg. Diluted Shares: ~372M
Q2'26 Guidance:
🔹 Product Revenue: $1.035B – $1.040B (Est. $1.01B) 🟢
🔹 Operating Margin: 8%
🔹 Weighted Avg. Diluted Shares: ~371M
Other Key Q1 Metrics:
🔹 Product Revenue: $996.8M; UP +26% YoY
🔹 Product Gross Profit: $754.1M; Margin: 76%
🔹 Adj Oper Income: $91.7M; Margin: 9%
🔹 Net Cash from Operating Activities: $228.4M; UP +22% YoY
🔹 Adj Free Cash Flow: $206.3M; UP +20% YoY
🔹 Remaining Performance Obligations: $6.7B; UP +34% YoY
🔹 Net Revenue Retention Rate: 124%
🔹 Customers with TTM Product Revenue > $1M: 606; UP +27% YoY
🔹 Forbes Global 2000 Customers: 754; UP +4% YoY
CEO Sridhar Ramaswamy Commentary:
🔸 "Snowflake delivered another strong quarter with 26% YoY growth in product revenue and a 34% increase in RPO. Our platform’s ease of use, scalability, and trust for enterprise-grade performance continue to drive adoption across industries. We see enormous opportunity ahead as we extend our value throughout the full data lifecycle, including AI."
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Wall St Engine
$ZM | Zoom Q1 Earnings Highlights
🔹 Revenue: $1.1747B (Est. $1.166B) 🟢; +2.9% YoY
🔹 Adj EPS: $1.43 (Est. $1.31) 🟢; +6.0% YoY
FY Guidance:
🔹 Revenue: $4.800B–$4.810B (Est. $4.788B) 🟢
🔹 Adjusted EPS: $5.56–$5.59 (Est. $5.37) 🟢
🔹 Free Cash Flow: $1.68B–$1.72B
🔹 Shares Outstanding: ~312M
Q2 Guidance:
🔹 Revenue: $1.195B–$1.200B (Est. $1.192B) 🟢
🔹 Adjusted EPS: $1.36–$1.37 (Est. $1.34) 🟢
🔹 Shares Outstanding: ~310M
Segment Revenue:
🔹 Enterprise: $704.7M; +5.9% YoY
🔹 Online: $470.0M; -1.2% YoY
Cash & Capital Allocation:
🔹 Free Cash Flow: $463.4M; ↓ YoY from $569.7M
🔹 Net Cash from Ops: $489.3M; ↓ YoY from $588.2M
🔹 Total Cash & Investments: $7.8B
🔹 Share Repurchase: 5.6M shares (↑ from 4.3M in Q4)
Customer Metrics:
🔹 Customers >$100K TTM Revenue: 4,192; +8% YoY
🔹 Enterprise Net Dollar Expansion Rate: 98%
🔹 Online Churn: 2.8%; ↓ 40bps YoY
🔹 74.2% of Online MRR from customers with ≥16 months; ↑ 40bps YoY
🔸 CEO Eric Yuan Commentary:
"Zoom exceeded guidance in both revenue and profitability despite macro uncertainty. Our AI-first innovation is resonating with customers across CX, sales, and culture. We’re doubling down on execution and shareholder returns."
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$ZM | Zoom Q1 Earnings Highlights
🔹 Revenue: $1.1747B (Est. $1.166B) 🟢; +2.9% YoY
🔹 Adj EPS: $1.43 (Est. $1.31) 🟢; +6.0% YoY
FY Guidance:
🔹 Revenue: $4.800B–$4.810B (Est. $4.788B) 🟢
🔹 Adjusted EPS: $5.56–$5.59 (Est. $5.37) 🟢
🔹 Free Cash Flow: $1.68B–$1.72B
🔹 Shares Outstanding: ~312M
Q2 Guidance:
🔹 Revenue: $1.195B–$1.200B (Est. $1.192B) 🟢
🔹 Adjusted EPS: $1.36–$1.37 (Est. $1.34) 🟢
🔹 Shares Outstanding: ~310M
Segment Revenue:
🔹 Enterprise: $704.7M; +5.9% YoY
🔹 Online: $470.0M; -1.2% YoY
Cash & Capital Allocation:
🔹 Free Cash Flow: $463.4M; ↓ YoY from $569.7M
🔹 Net Cash from Ops: $489.3M; ↓ YoY from $588.2M
🔹 Total Cash & Investments: $7.8B
🔹 Share Repurchase: 5.6M shares (↑ from 4.3M in Q4)
Customer Metrics:
🔹 Customers >$100K TTM Revenue: 4,192; +8% YoY
🔹 Enterprise Net Dollar Expansion Rate: 98%
🔹 Online Churn: 2.8%; ↓ 40bps YoY
🔹 74.2% of Online MRR from customers with ≥16 months; ↑ 40bps YoY
🔸 CEO Eric Yuan Commentary:
"Zoom exceeded guidance in both revenue and profitability despite macro uncertainty. Our AI-first innovation is resonating with customers across CX, sales, and culture. We’re doubling down on execution and shareholder returns."
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Wall St Engine
NVIDIA is teaming up with Navitas $NVTS to build out its next-gen 800V HVDC data center power infrastructure to support 1MW+ GPU racks like Rubin Ultra. Navitas’ GaN and SiC tech will help cut copper use by 45%, improve power efficiency by up to 5%, and lower PSU failures by 70%.
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NVIDIA is teaming up with Navitas $NVTS to build out its next-gen 800V HVDC data center power infrastructure to support 1MW+ GPU racks like Rubin Ultra. Navitas’ GaN and SiC tech will help cut copper use by 45%, improve power efficiency by up to 5%, and lower PSU failures by 70%.
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