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App Economy Insights
⚖️ Did OpenAI just save Google?
☁️ How is AI playing out for Salesforce?
We answer these 2 questions this week. 👇
$GOOG $CRM
https://t.co/6MAMyNsW5i
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⚖️ Did OpenAI just save Google?
☁️ How is AI playing out for Salesforce?
We answer these 2 questions this week. 👇
$GOOG $CRM
https://t.co/6MAMyNsW5i
tweet
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Evan
Bank of America just said it now expects Jerome Powell and the 🇺🇸 Fed to
Cut rates 2 times in 2025 compared to its previous forecast of 0 rate cuts this year https://t.co/fY1HnaZo35
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Bank of America just said it now expects Jerome Powell and the 🇺🇸 Fed to
Cut rates 2 times in 2025 compared to its previous forecast of 0 rate cuts this year https://t.co/fY1HnaZo35
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Ahmad Jivraj
Don’t Get Too Bearish
As @ConnorJBates_ said, the market is always speaking to us, it is our job to learn how to listen.
👇 https://t.co/Jm4CXesgLy
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Don’t Get Too Bearish
As @ConnorJBates_ said, the market is always speaking to us, it is our job to learn how to listen.
👇 https://t.co/Jm4CXesgLy
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Investing visuals
$DUOL visualized:
• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• My thoughts: will AI make $DUOL obsolete?
Let's dive in! 🧵👇 https://t.co/z07EkovQVS
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$DUOL visualized:
• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• My thoughts: will AI make $DUOL obsolete?
Let's dive in! 🧵👇 https://t.co/z07EkovQVS
tweet
Aadit Sheth
RT @sricharan10g: Link to test: https://t.co/9IH0EhWLGO
ACTION ITEMS
• Open a small repo in Factory and run a full commit → PR → merge.
• Add a LaTeX equation to test rendering.
• Compare PR review speed in Factory vs GitHub.
• Check billing/token settings before heavy use.
• Start with small fixes before moving big projects.
Key notes from the video:
• Repos load directly in the browser.
• The tool can propose fixes and create PRs.
• History and memory are built in.
• Billing and tokens are managed in settings.
• Routine tasks like licenses are handled automatically.
What I like: it brings coding and repo management into one window. That reduces friction for small tasks.
tweet
RT @sricharan10g: Link to test: https://t.co/9IH0EhWLGO
ACTION ITEMS
• Open a small repo in Factory and run a full commit → PR → merge.
• Add a LaTeX equation to test rendering.
• Compare PR review speed in Factory vs GitHub.
• Check billing/token settings before heavy use.
• Start with small fixes before moving big projects.
Key notes from the video:
• Repos load directly in the browser.
• The tool can propose fixes and create PRs.
• History and memory are built in.
• Billing and tokens are managed in settings.
• Routine tasks like licenses are handled automatically.
What I like: it brings coding and repo management into one window. That reduces friction for small tasks.
tweet
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App Economy Insights
RT @EconomyApp: $AVGO Broadcom Q3 FY25 (July quarter).
• AI revenue +63% Y/Y to $5.2B.
• Revenue +22% Y/Y to $16.0B ($0.1B beat).
• Non-GAAP EPS $1.69 ($0.03 beat).
Q4 FY25 guidance:
• Revenue ~$17.4B ($0.4B beat).
• Adjusted EBITDA margin ~67%. https://t.co/QtKscZ1vvI
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RT @EconomyApp: $AVGO Broadcom Q3 FY25 (July quarter).
• AI revenue +63% Y/Y to $5.2B.
• Revenue +22% Y/Y to $16.0B ($0.1B beat).
• Non-GAAP EPS $1.69 ($0.03 beat).
Q4 FY25 guidance:
• Revenue ~$17.4B ($0.4B beat).
• Adjusted EBITDA margin ~67%. https://t.co/QtKscZ1vvI
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Evan
Nvidia $NVDA just said
"Europe’s first exascale supercomputer - JUPITER - is now live."
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Nvidia $NVDA just said
"Europe’s first exascale supercomputer - JUPITER - is now live."
Europe’s first exascale supercomputer - JUPITER - is now live.
Powered by NVIDIA Grace Hopper, @fzj_jsc's #JUPITER is the world’s most energy-efficient supercomputer, fusing AI and HPC to drive breakthroughs in climate science, neuroscience, quantum simulation, and more.
👉 https://t.co/zjzSTBhDJF tweet
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FuturIAn
RT @a_colombo_genAI: I’m thrilled to share my new project with you.
What if your memories didn’t belong to you?
Every night, Iris wakes up with fragments of someone else’s life, faces, moments, sensations that aren’t hers.
Ghost Memory is a psychological sci-fi story about identity, memory, and the fragile line between reality and dreams.
Follow along this journey, I can’t wait to show you more.
What if it happened to you?
GhostMemory #SciFi #PsychologicalThriller #ShortFilm #CreativeProject #AIstorytelling
@DavizCF7777 @secret__level @AleRVG
@techhalla @eli_kotov @PJaccetturo @thedorbrothers
@Kavanthekid @munoz_benj86450
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RT @a_colombo_genAI: I’m thrilled to share my new project with you.
What if your memories didn’t belong to you?
Every night, Iris wakes up with fragments of someone else’s life, faces, moments, sensations that aren’t hers.
Ghost Memory is a psychological sci-fi story about identity, memory, and the fragile line between reality and dreams.
Follow along this journey, I can’t wait to show you more.
What if it happened to you?
GhostMemory #SciFi #PsychologicalThriller #ShortFilm #CreativeProject #AIstorytelling
@DavizCF7777 @secret__level @AleRVG
@techhalla @eli_kotov @PJaccetturo @thedorbrothers
@Kavanthekid @munoz_benj86450
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Aadit Sheth
This is literally the best guide for everyone using AI agents in 2025 https://t.co/WOxeS6lQmL
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This is literally the best guide for everyone using AI agents in 2025 https://t.co/WOxeS6lQmL
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