Chips & SaaS
RT @RihardJarc: $GOOGL is a company that doesn’t do hype.
For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still don’t understand this.
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RT @RihardJarc: $GOOGL is a company that doesn’t do hype.
For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still don’t understand this.
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Chips & SaaS
RT @yieldsearcher: Hyperscaler Capex for 2026:
META: $125b ($70b)
GOOG: $180b ($91b)
AMZN: $175b ($125b)
MSFT: $145b ($83b)
ORCL: $55b ($35b)
Total: $680b ($404b)
Almost $300b, or 1% of GDP growth in capex from just these five companies
Hard to have a recession with that capex binge.
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RT @yieldsearcher: Hyperscaler Capex for 2026:
META: $125b ($70b)
GOOG: $180b ($91b)
AMZN: $175b ($125b)
MSFT: $145b ($83b)
ORCL: $55b ($35b)
Total: $680b ($404b)
Almost $300b, or 1% of GDP growth in capex from just these five companies
Hard to have a recession with that capex binge.
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Offshore
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Jukan
According to a report by Taiwan’s Mirror Daily, rising memory prices are not expected to affect Apple’s plans to launch an entry-level MacBook.
The report also says that this new entry-level MacBook will be priced around $699–$799, and will feature 8GB of RAM along with the A18 Pro chip.
It even claims that Apple is forecasting annual sales of 5–8 million units for this low-cost laptop.
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According to a report by Taiwan’s Mirror Daily, rising memory prices are not expected to affect Apple’s plans to launch an entry-level MacBook.
The report also says that this new entry-level MacBook will be priced around $699–$799, and will feature 8GB of RAM along with the A18 Pro chip.
It even claims that Apple is forecasting annual sales of 5–8 million units for this low-cost laptop.
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The Transcript
RT @TheTranscript_: $MA Mastercard CEO: Tokenization nearing 40% of all transactions.
“ In fact, as of quarter 4, we have tokenized nearly 40% of all transactions. And we continue to see adoption in both card-present and card-not-present use cases."
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RT @TheTranscript_: $MA Mastercard CEO: Tokenization nearing 40% of all transactions.
“ In fact, as of quarter 4, we have tokenized nearly 40% of all transactions. And we continue to see adoption in both card-present and card-not-present use cases."
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Offshore
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Javier Blas
BIG OIL 4Q EARNINGS: Shell misses expectations dragged by its struggling chemical business and weak oil trading.
The oil major maintained its quarterly share buyback at $3.5 billion (defying expectations of a cut) but at the cost of taking debt. It doesn’t look sustainable. https://t.co/ta5NMoDNWd
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BIG OIL 4Q EARNINGS: Shell misses expectations dragged by its struggling chemical business and weak oil trading.
The oil major maintained its quarterly share buyback at $3.5 billion (defying expectations of a cut) but at the cost of taking debt. It doesn’t look sustainable. https://t.co/ta5NMoDNWd
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Offshore
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The Transcript
RT @TheTranscript_: $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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RT @TheTranscript_: $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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Offshore
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The Transcript
Anglo American expects De Beers’ underlying EBITDA to turn negative in 2025 as weak diamond market conditions persist, triggering an impairment review that could weigh on full-year results: https://t.co/Y5Cih1AOID
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Anglo American expects De Beers’ underlying EBITDA to turn negative in 2025 as weak diamond market conditions persist, triggering an impairment review that could weigh on full-year results: https://t.co/Y5Cih1AOID
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Offshore
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Michael Fritzell (Asian Century Stocks)
What's missing:
- A press release
- How many contact details were leaked (700,000)
- What else was leaked other than emails/phone numbers: specifically: 1) full names 2) user ID 3) Stripe ID 4) profile pictures 5) account creation dates 6) social media handles
- Why it happened
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What's missing:
- A press release
- How many contact details were leaked (700,000)
- What else was leaked other than emails/phone numbers: specifically: 1) full names 2) user ID 3) Stripe ID 4) profile pictures 5) account creation dates 6) social media handles
- Why it happened
FYI substack email and phone number data has been leaked. https://t.co/xdaE9MHxZs tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @nothingbutjp: TSMS Kyushu #2 to produce 3-nano instead of legacy. Japan is cheaper than Arizona. Soon Japan will be a manufacturing hub lol. Buy any cheap supply chain beneficiaries... https://t.co/lyg3xsp7n6
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RT @nothingbutjp: TSMS Kyushu #2 to produce 3-nano instead of legacy. Japan is cheaper than Arizona. Soon Japan will be a manufacturing hub lol. Buy any cheap supply chain beneficiaries... https://t.co/lyg3xsp7n6
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