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App Economy Insights
🔥 Mega Earnings Week Ahead!
What are you watching?
• Monday: $LVMH, $SOFI, $T.
• Tuesday: $BA, $GM, $LMT, $SAP, $SBUX.
• Wednesday: $ASML, $IBM, $LRCX, $META, $MSFT, $NOW, $TMUS, $TSLA.
• Thursday: $AAPL, $APPF, $CMCSA, $INTC, $KLAC, $LUV, $MA, $SNY, $TEAM, $UPS, $V.
• Friday: $ABBV, $CVX.
Visualize all the key insights in our newsletter!
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🔥 Mega Earnings Week Ahead!
What are you watching?
• Monday: $LVMH, $SOFI, $T.
• Tuesday: $BA, $GM, $LMT, $SAP, $SBUX.
• Wednesday: $ASML, $IBM, $LRCX, $META, $MSFT, $NOW, $TMUS, $TSLA.
• Thursday: $AAPL, $APPF, $CMCSA, $INTC, $KLAC, $LUV, $MA, $SNY, $TEAM, $UPS, $V.
• Friday: $ABBV, $CVX.
Visualize all the key insights in our newsletter!
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Offshore
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Quiver Quantitative
Nancy Pelosi made $3.6M in the stock market this week, per our estimates.
We estimate that she is now worth $270M. https://t.co/VC70DyLCGH
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Nancy Pelosi made $3.6M in the stock market this week, per our estimates.
We estimate that she is now worth $270M. https://t.co/VC70DyLCGH
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “All past declines look like an opportunity, all future declines look like a risk”
— Morgan Housel 🗣️📚
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RT @DimitryNakhla: “All past declines look like an opportunity, all future declines look like a risk”
— Morgan Housel 🗣️📚
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative Warren Davidson has introduced legislation to require the CBO to make publicly available the models used for bill cost estimates.
Do you support this?
Poll below. https://t.co/W2nE9P9C4B
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RT @QuiverCongress: JUST IN: Representative Warren Davidson has introduced legislation to require the CBO to make publicly available the models used for bill cost estimates.
Do you support this?
Poll below. https://t.co/W2nE9P9C4B
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Offshore
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Stock Analysis Compilation
Nightview Capital on MGM Resorts $MGM US
Thesis: MGM Resorts is transforming its business model by prioritizing luxury experiences and global expansion, making it a leader in the hospitality sector.
(Extract from their Q4 letter) https://t.co/DZB2MTTsOC
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Nightview Capital on MGM Resorts $MGM US
Thesis: MGM Resorts is transforming its business model by prioritizing luxury experiences and global expansion, making it a leader in the hospitality sector.
(Extract from their Q4 letter) https://t.co/DZB2MTTsOC
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Stock Analysis Compilation
Nightview Capital on Amazon $AMZN US
Thesis: Amazon is poised for growth and profitability through retail margin expansion, a rapidly growing advertising business, and the continued dominance of Amazon Web Services (AWS).
(Extract from their Q4 letter) https://t.co/HVvQAqTG0b
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Nightview Capital on Amazon $AMZN US
Thesis: Amazon is poised for growth and profitability through retail margin expansion, a rapidly growing advertising business, and the continued dominance of Amazon Web Services (AWS).
(Extract from their Q4 letter) https://t.co/HVvQAqTG0b
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Remember how many accounts were calling $CELH a steal & an excellent opportunity most of last year?
$CELH is down -52% in the past year & -73% from its highs 📉
After its large drop, now you rarely see $CELH posts with the same frequency
I wonder why that is 🤷🏽♂️ https://t.co/FeeQrAOGcU
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RT @DimitryNakhla: Remember how many accounts were calling $CELH a steal & an excellent opportunity most of last year?
$CELH is down -52% in the past year & -73% from its highs 📉
After its large drop, now you rarely see $CELH posts with the same frequency
I wonder why that is 🤷🏽♂️ https://t.co/FeeQrAOGcU
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AkhenOsiris
RT @EricJhonsa: IMO, there's too much focus on what DeepSeek spent to develop its models (clearly far more than $6M, esp. for R1) and not enough on how their open-sourced advances (which OpenAI, $META, $GOOG, etc. will likely adopt) could make cutting-edge reasoning models far more accessible.
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RT @EricJhonsa: IMO, there's too much focus on what DeepSeek spent to develop its models (clearly far more than $6M, esp. for R1) and not enough on how their open-sourced advances (which OpenAI, $META, $GOOG, etc. will likely adopt) could make cutting-edge reasoning models far more accessible.
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