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Investing visuals
$GOOGL: Despite AI, cloud, and subscriptions, 57% of $GOOGL's business is still driven by search 🔍 https://t.co/riJDMnVxhH
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$GOOGL: Despite AI, cloud, and subscriptions, 57% of $GOOGL's business is still driven by search 🔍 https://t.co/riJDMnVxhH
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Quiver Quantitative
Last May, we noticed a U.S. politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 269% since we posted this report.
The stock is up another 6% today.
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Last May, we noticed a U.S. politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 269% since we posted this report.
The stock is up another 6% today.
BREAKING: Representative Susie Lee just bought stock in the German arms manufacturer Rheinmetall, $RNMBY.
She is the first U.S. politician we have seen buy Rheinmetall stock.
Lee sits on the House Appropriations Subcommittee on Military Construction. https://t.co/hiNwf8AsRK tweet
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Dimitry Nakhla | Babylon Capital®
With Nvidia $NVDA hitting all-time highs today, this is undoubtedly the chart of the day 💸
Since 2020, its Data Center revenue has soared at a 105% CAGR, driving remarkable growth
A $10K investment in $NVDA five years ago would now be worth approximately $170K 💰 https://t.co/yzJJuJvqYh
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With Nvidia $NVDA hitting all-time highs today, this is undoubtedly the chart of the day 💸
Since 2020, its Data Center revenue has soared at a 105% CAGR, driving remarkable growth
A $10K investment in $NVDA five years ago would now be worth approximately $170K 💰 https://t.co/yzJJuJvqYh
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Dimitry Nakhla | Babylon Capital®
1/5 Tikr recently unveiled its Valuation Model Hub, empowering investors to input data and estimate potential stock returns 💸
It’s a dynamic tool that lets you leverage current analyst estimates or craft your own projections
Let’s explore how it works with $ASML 🧵 https://t.co/KiC83Xb5Tg
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1/5 Tikr recently unveiled its Valuation Model Hub, empowering investors to input data and estimate potential stock returns 💸
It’s a dynamic tool that lets you leverage current analyst estimates or craft your own projections
Let’s explore how it works with $ASML 🧵 https://t.co/KiC83Xb5Tg
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Investing visuals
12 businesses with near-impenetrable moats.
Starting tomorrow, I’ll share a one-pager breakdown on each — beginning with $ASML.
Who's your favorite?👇 https://t.co/2paYANox2A
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12 businesses with near-impenetrable moats.
Starting tomorrow, I’ll share a one-pager breakdown on each — beginning with $ASML.
Who's your favorite?👇 https://t.co/2paYANox2A
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase at $BTBT
The CEO has just reported purchasing $1.5M of the company's stock, increasing his ownership stake by 55%.
This is the first insider purchase that has been reported at the company in over 4 years.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase at $BTBT
The CEO has just reported purchasing $1.5M of the company's stock, increasing his ownership stake by 55%.
This is the first insider purchase that has been reported at the company in over 4 years.
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The All-In Podcast
RT @chamath: PM is awesome. Congrats Shayne.
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RT @chamath: PM is awesome. Congrats Shayne.
Polymarket made @TIME’s 100 Most Influential Companies
Turns out the people want the truth https://t.co/eWq4pcNwST tweet
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App Economy Insights
$NKE Nike Q4 FY25 (ending May 2025).
• Revenue -12% Y/Y to $11.1B ($380M beat).
• GAAP EPS $0.14 ($0.02 beat).
• Inventory flat Y/Y at $7.5B.
• Wholesale -9% Y/Y to $6.4B.
• Direct revenue -14% Y/Y to $4.4B.
• Greater China revenue -21% Y/Y to $1.5B. https://t.co/aFCVP8FBWw
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$NKE Nike Q4 FY25 (ending May 2025).
• Revenue -12% Y/Y to $11.1B ($380M beat).
• GAAP EPS $0.14 ($0.02 beat).
• Inventory flat Y/Y at $7.5B.
• Wholesale -9% Y/Y to $6.4B.
• Direct revenue -14% Y/Y to $4.4B.
• Greater China revenue -21% Y/Y to $1.5B. https://t.co/aFCVP8FBWw
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