App Economy Insights
$META Meta Q3 FY25:

👨‍👩‍👧‍👦 Daily active people +8% Y/Y to 3.54B.
👀 Ad impressions +14% Y/Y.

• Revenue +26% Y/Y to $51.2B ($1.8B beat).
• EPS $1.05 ($5.66 miss).
• Taxes include $15.9B one-off adjustment.
• FY25 Capex $70-72B (prev. $66-72B). https://t.co/WrlsEuIHbn
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Investing visuals
Hyperscaler CapEx remains sky-high:

• $GOOGL: FY $91–93B (vs $85B est)
• $MSFT: Q1 $34.9B (vs $30B est)
• $META: Expects higher CapEx in 2026

Bullish for $NBIS, $IREN, $CRWV, $ORCL, $ALAB, $ANET among others

Hyperscaler CapEx is expected to exceed $300B this year.

• $AMZN: $100B
• $MSFT: $80B
• $GOOGL: $75B
• $META: $60B

All report earnings this week, which will give more insight into whether AI demand is still outpacing supply and if the CapEx build-out continues. https://t.co/gQ1X4yZZ5u - Investing visuals
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Clark Square Capital
Peapod Lane specializes in buying net-nets and has returned ~22% annually over the past five years. Impressive. Who says value investing is dead? https://t.co/xl2jK8cszN
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Dimitry Nakhla | Babylon Capital®
RT @ecommerceshares: $GOOG MORE ACCELERATION! Revenue +16% to $102bn, up from +14% last Q. ☁️ Cloud+34%. WOW! 🤩 YouTube +15%. Search +15% (Sunder f*cked the “search is dead” haters!). EPS +35%. Op Margins UP on last Q. Capex fine. Gemini 650m monthly actives!!

The king of full-stack AI. 🥂 👑 https://t.co/Wx0UilYSQN
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App Economy Insights
Is this Google's NVIDIA moment?

Let's break it down:

📈 $100B+ revenue.
☁️ Cloud's $155B Backlog.
🤖 The Anthropic TPU Megadeal.
☢️ Going nuclear for the AI buildout.
🔎 Why Search revenue is accelerating.
https://t.co/1BjweFXIlY
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AkhenOsiris
Current 10 gm losing streak usurps anything else...what have you done for me lately...invest vs trade and you don't need to give a shit

MSFT is up 26% in the last 12 mos, 22.5% CAGR in the last 5 years, and 27.8% CAGR in the last 10 years. And the first question is "your stock has underperformed lately, what do you think is wrong?" - modest proposal
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Capital Employed
Best stock pitches letter dropping tomorrow.

This issue is an absolute mammoth with over 50 interesting ideas --->

https://t.co/JMLSGe878F
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Dimitry Nakhla | Babylon Capital®
RT @TheShortBear: $MELI is accelerating.

MercadoLibre CEO: "We are pleased to report another strong quarter..."

$MELI: -2% AH https://t.co/6QMlfcKBV3 - The Transcript
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Hidden Value Gems
Time to look at South African stocks!

"Johannesburg, South Africa’s biggest metropolis, markets itself as a “world class African city.” It’s home to some of the continent’s biggest companies and its largest stock exchange. But private firms have gradually taken over public services, from security to healthcare to mail delivery. Insurance companies fix potholes and sponsor fire brigades to reduce claims."

from @WSJ
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