⁠Alvin
Now Brief on the Galaxy S25 Ultra

High potential
(Kinda) mid implementation https://t.co/ZTM8kSjS0C
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⁠App Economy Insights
RT @EconomyApp: $NVDA NVIDIA Q4 FY25 (January quarter).

• Revenue +12% Q/Q to $39.3B ($1.2B beat).
• Gross margin 73% (-2pp Q/Q).
• Operating margin 61% (-1pp Q/Q).
• Non-GAAP EPS $0.89 ($0.04 beat).

Q1 FY26 guidance:
• Revenue $43.0B ($1.0B beat). https://t.co/waPkz3ZIMn
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⁠Stock Analysis Compilation
Ennismore European Smaller Companies Fund on IG Group Plc $IGG LN

Thesis: IG Group Plc is a highly profitable UK financial company with a strong global presence in trading financial derivatives, expecting continued growth driven by new leadership and a solid business model.

(Extract from their Q4 letter)
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⁠Investing visuals
$MELI: what true compounding looks like👌 https://t.co/c9dXgdhLdo
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⁠Mads
The Juice is only up 12% YTD, down from 25% YTD

He accidentally forgot to delete a few names that he sold, so he just updated the spreadsheet lmao https://t.co/dECGliXiNx
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⁠The Investing for Beginners Podcast
Capital light businesses offer many opportunities.

For example, owning a business requiring little capital frees up capital for other investments.

In the hands of a master capital allocator (Buffett, Leonard), excess capital creates shareholder value.
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⁠Quiver Quantitative
Trump was just asked if he thinks Zelenskyy is a dictator: https://t.co/E32oGIYTvU
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⁠Alvin
Infinix unveils its small triple-folding concept phone, the ZERO Mini Tri-fold.

There are several use cases that Infinix envisioned for this concept.

With a strap accessory, you can attach this phone to your gym equipment, bicycle handlebars, or a car dashboard. https://t.co/WhKsDZAEUK
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⁠Investing visuals
Which company has the potential to become the next $NVDA? 🧐

Has a growth story ever unfolded this fast at this scale?

$NVDA

2015 Revenue: $5B
2015 Net Income: $1B

2025 Revenue: $130B
2025 Net Income: $73B https://t.co/plsAHjQJzh - Carbon Finance
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