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App Economy Insights
$UBER Uber Q4 FY25:
• Gross bookings +22% Y/Y to $54.1B.
• Revenue +20% Y/Y to $14.4B ($50M beat).
• Adj. EBITDA +35% Y/Y to $2.5B.
Q1 FY26 guidance:
• Gross bookings +19% Y/Y fxn to ~$53B.
• Adj. EBITDA +31% to ~$2.4B. https://t.co/1ccvv95gkU
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$UBER Uber Q4 FY25:
• Gross bookings +22% Y/Y to $54.1B.
• Revenue +20% Y/Y to $14.4B ($50M beat).
• Adj. EBITDA +35% Y/Y to $2.5B.
Q1 FY26 guidance:
• Gross bookings +19% Y/Y fxn to ~$53B.
• Adj. EBITDA +31% to ~$2.4B. https://t.co/1ccvv95gkU
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Moon Dev
RT @carlosml: @MoonDevOnYT A 22,610% return in an hour? Cracker's making hand traders look like they're using abacuses
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RT @carlosml: @MoonDevOnYT A 22,610% return in an hour? Cracker's making hand traders look like they're using abacuses
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God of Prompt
RT @godofprompt: AI benchmarks are lying to you.
Models are scoring 95%+ on tests because the test questions were IN their training data.
Scale AI published proof in May 2024.
We have no idea how smart these models actually are.
Here's the contamination problem nobody's fixing: https://t.co/uPOW7YQyNX
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RT @godofprompt: AI benchmarks are lying to you.
Models are scoring 95%+ on tests because the test questions were IN their training data.
Scale AI published proof in May 2024.
We have no idea how smart these models actually are.
Here's the contamination problem nobody's fixing: https://t.co/uPOW7YQyNX
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Offshore
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Dimitry Nakhla | Babylon Capital®
$FICO at a 3.62% FCF yield while growing FCF at >20% CAGR — risk/reward looks compelling 💵 https://t.co/BAbK3DL3YF
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$FICO at a 3.62% FCF yield while growing FCF at >20% CAGR — risk/reward looks compelling 💵 https://t.co/BAbK3DL3YF
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Javier Blas
RT @michaelh992: Essentially, Iran and the US are testing each other to see if there is even space for talks and trying to gauge "who wants talks more"
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RT @michaelh992: Essentially, Iran and the US are testing each other to see if there is even space for talks and trying to gauge "who wants talks more"
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Bourbon Capital
$FICO pricing power remains solid
Operating margins went from 18% in 2017 to 48% in 2025 https://t.co/wK7bvqZjzO
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$FICO pricing power remains solid
Operating margins went from 18% in 2017 to 48% in 2025 https://t.co/wK7bvqZjzO
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The Few Bets That Matter
$TMDX back below $130.
Beating flight records daily.
Trading at ~8x sales.
Growing 25%+.
Clinical trials advancing.
International expansion.
Why shouldn't I all in at this point... https://t.co/EORHRKxAu8
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$TMDX back below $130.
Beating flight records daily.
Trading at ~8x sales.
Growing 25%+.
Clinical trials advancing.
International expansion.
Why shouldn't I all in at this point... https://t.co/EORHRKxAu8
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Bourbon Capital
WallStreetBets picks for 2026 are getting hit today
$AMZN -2.5%
$RKLB -14.5%
$ASTS -13.67%
$GOOG -2.41%
$NBIS -12%
$RDDT -11%
$POET -10%
$PATH -1%
$MU -13%
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WallStreetBets picks for 2026 are getting hit today
$AMZN -2.5%
$RKLB -14.5%
$ASTS -13.67%
$GOOG -2.41%
$NBIS -12%
$RDDT -11%
$POET -10%
$PATH -1%
$MU -13%
$AMZN is WallStreetBets #1 stock pick for 2026
$PATH $NBIS $GOOG and $ASTS also ranks in the top 10 https://t.co/JSqyGtH9VJ tweet
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The Transcript
$V CEO: "“In our fiscal Q1, we delivered strong financial results, with net revenue up 15% year-over-year to $10.9 billion and EPS up 15%. Payments volume grew 8% YoY in constant dollars to nearly $4T, and processed transactions grew 9%, totaling 69B." https://t.co/we9fZzoz5Q
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$V CEO: "“In our fiscal Q1, we delivered strong financial results, with net revenue up 15% year-over-year to $10.9 billion and EPS up 15%. Payments volume grew 8% YoY in constant dollars to nearly $4T, and processed transactions grew 9%, totaling 69B." https://t.co/we9fZzoz5Q
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Bourbon Capital
$NVDA invested $2 Billion in $CRWV at $87.20
Today the stock price is back to $82
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$NVDA invested $2 Billion in $CRWV at $87.20
Today the stock price is back to $82
80% of $NVDA portfolio is in CoreWeave, and they keep throwing more money at it.
$2 billion has been invested at $87.20 per share https://t.co/CeU2odnMRs tweet