⁠Quiver Quantitative
JUST IN: Former Senator Bob Menendez has been sentenced to 11 years on bribery charges.

Two years ago, we caught him selling up to $400K of solid gold bars.

He was charged three months after we made this post: https://t.co/IkCFGdP05n
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: ANOTHER Insider Purchase at $ALLY

The CEO of $ALLY has just reported purchasing $1M of the company's stock.

This comes two days after a $750K purchase by the CFO.

🚨BREAKING: New CFO Insider Purchase

The CFO of $ALLY has just reported purchasing $750k of the company's stock, increasing his ownership stake by 10%

This is the first insider purchase we have seen at Ally in over 2 years. - Insider Radar
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⁠Dimitry Nakhla | Babylon Capital®
Microsoft $MSFT Q2 2025 Report 🗓️

•Rev: $69.6B (+12% YoY) ✅

•Operating Inc: $31.7B (+17% YoY) ✅

•Net Inc: $24.1B (+10% YoY) ✅

•Intelligent ☁️ Rev: $25.54B (+19% YoY) ✅

•Prod & Biz Rev: $29.4B (+14% YoY) ✅

•Personal Comp Rev: $14.7B (Flat YoY) ✅ https://t.co/GyUvdUcCzP
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⁠Investing visuals
$TSLA Q4 2024 earnings 🚨

Posting mixed Q4 results with a significant revenue, gross margin and EPS miss 🤔

Stock is down -3% after-hours https://t.co/ev8YDrHVo7
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⁠App Economy Insights
$MSFT Microsoft Q2 FY25 (ending December):

☁️ Azure +31% Y/Y fx neutral (vs. 34% in Q1).
🤖 AI revenue annual rate +175% Y/Y to $13B.

• Revenue +12% Y/Y to $69.6B ($0.8B beat).
• Gross margin 69% (+1pp Y/Y)
• Operating margin 45% (+2pp Y/Y).
• EPS $3.13 ($0.13 beat). https://t.co/5WLaFHFZUW
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⁠Investing visuals
$MSFT Q4 2024 earnings 🚨

Decent quarter with revenue beat but a surprising miss on Intelligent Cloud.

Stock is down -3% after-hours https://t.co/kgv6HiqzdE
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⁠Stock Analysis Compilation
Kingdom Capital on Magnera Corporation (MAGN) $MAGN US

Thesis: Magnera Corporation is an expected turnaround investment with a potential 120% upside over three years, driven by debt management and recovery in EBITDA.

(Extract from their Q4 letter) https://t.co/SQKmEMqnB2
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⁠Dimitry Nakhla | Babylon Capital®
RT @DividendWave: $LRCX 2Q revenue as guided. Solid guidance
2Q YoY
Revenue +16% (+5% QoQ)
Net Income +25%
Dil. EPS +28%

3Q guidance
Revenue $4.65 at mid point (+23% YoY ; +6% QoQ)

https://t.co/UnYmbCdiha
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⁠App Economy Insights
$TSLA Tesla Q4 FY24:

• Revenue +2% Y/Y to $25.7B ($1.4B miss).
• Gross margin 16% (-1pp Y/Y).
• Operating margin 6% (-2pp Y/Y).
• Capex +21% Y/Y to $2.8B.
• Free cash flow -2% Y/Y to $2.0B.
• Non-GAAP EPS $0.73 ($0.04 miss). https://t.co/d6lzAWh4Fo
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⁠Dimitry Nakhla | Babylon Capital®
$META beats on Q4 Revenues & Earnings 🗓️

Revenues✅
•Estimate: $46.99B
•ACTUAL: $48.38B (21% YoY)

Earnings✅
•Estimate: $6.76
•ACTUAL: $8.02 (50% YoY)

DAPs: +5%

You can see more on $META report below 👇🏽 https://t.co/3R4fUNOeM4
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