Offshore
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App Economy Insights
RT @EconomyApp: $CRWD CrowdStrike Q2 FY26:
📊 ARR +20% Y/Y to $4.66B.
📈 Net new ARR $221M (+5% Q/Q).
• Revenue +21% to $1.17B ($20M beat).
• Non-GAAP EPS $0.93 ($0.10 beat).
• FY26 revenue guide ~$4.78B (unchanged).
• FY26 adjusted EPS ~$3.66 ($0.16 raise). https://t.co/7tl5fjzqGt
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RT @EconomyApp: $CRWD CrowdStrike Q2 FY26:
📊 ARR +20% Y/Y to $4.66B.
📈 Net new ARR $221M (+5% Q/Q).
• Revenue +21% to $1.17B ($20M beat).
• Non-GAAP EPS $0.93 ($0.10 beat).
• FY26 revenue guide ~$4.78B (unchanged).
• FY26 adjusted EPS ~$3.66 ($0.16 raise). https://t.co/7tl5fjzqGt
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Offshore
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Kris Kashtanova
RT @GlennHasABeard: Combining your image references into one artboard seems to be an effective way of sampling more than 4 photos with Firefly boards.
Featuring:
@CaptainHaHaa
@chetbff
@JeepersMedia
@ProperPrompter
@icreatelife https://t.co/tRNmvDeV9g
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RT @GlennHasABeard: Combining your image references into one artboard seems to be an effective way of sampling more than 4 photos with Firefly boards.
Featuring:
@CaptainHaHaa
@chetbff
@JeepersMedia
@ProperPrompter
@icreatelife https://t.co/tRNmvDeV9g
Make a movie poster with all of your friends
with Firefly Boards + Nano Banana
Prompt in comments 👇👇👇
Now we support multiple image references in Adobe Firefly Boards for Gemini 2.5 Flash = Nano Banana
Show me your posters!
Featured:
@mreflow
@bilawalsidhu
@HBCoop_
@IamEmily2050
@jerrod_lew
@Kyrannio
@pressmanc tweet
Evan
RT @StockMKTNewz: NVIDIA'S $NVDA JUST SAID:
"We see between $3-$4 TRILLION in AI infrastructure spend the by the end of the decade."
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RT @StockMKTNewz: NVIDIA'S $NVDA JUST SAID:
"We see between $3-$4 TRILLION in AI infrastructure spend the by the end of the decade."
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Evan
RT @StockMKTNewz: NVIDIA'S $NVDA JUST SAID:
"if geopolitical issues subside, could ship between $2 to $5B in H20 revenue to China 🇨🇳 in Q2. And if we had more orders, we can bill more." https://t.co/uGFaDILshq
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RT @StockMKTNewz: NVIDIA'S $NVDA JUST SAID:
"if geopolitical issues subside, could ship between $2 to $5B in H20 revenue to China 🇨🇳 in Q2. And if we had more orders, we can bill more." https://t.co/uGFaDILshq
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Offshore
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Simplifying Stocks, CPA
Is $NVDA a buy after earnings?
Yes - though handle with caution.
On consensus numbers, you’re effectively paying ~30x earnings for a 10% CAGR
That’s a premium price tag for a mere 10%
But here’s the catch: where $NVDA goes, the market tends to follow.
You’re not just buying growth - you’re buying the market’s pace-setter, the name that dictates momentum.
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Is $NVDA a buy after earnings?
Yes - though handle with caution.
On consensus numbers, you’re effectively paying ~30x earnings for a 10% CAGR
That’s a premium price tag for a mere 10%
But here’s the catch: where $NVDA goes, the market tends to follow.
You’re not just buying growth - you’re buying the market’s pace-setter, the name that dictates momentum.
$NVDA reported data center sales of $41.09B
Consensus estimates for data centre was $41.2B
😬
Compute sales actually fell sequentially, but networking kept the data segment in sequential growth this quarter.
Ultimately, the Street is focused on the guidance
But... Small cracks are starting to appear in the Ai trade tweet
Offshore
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Kris Kashtanova
Giant infinite canvas with lots of models from DeepMind, Runway, Luma, Pika, etc. + all connected to Adobe Photoshop, Express and other tools and has Generative Fill right there
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Giant infinite canvas with lots of models from DeepMind, Runway, Luma, Pika, etc. + all connected to Adobe Photoshop, Express and other tools and has Generative Fill right there
@chetbff @CaptainHaHaa @JeepersMedia @ProperPrompter @icreatelife https://t.co/oXacz8t6vF
It's like a giant canvas with a whole bunch of models available.
When you go into generate either an image or video you can select from a whole list of models.
Gemini 2.5 Flash is the model for this. https://t.co/F3qXWGaXCd tweet