Evan
Broadcom $AVGO just climbed over a $1.5 Trillion market cap for the FIRST TIME EVER https://t.co/8tRekB6j0n
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Evan
🚨 Alright everybody I am calling it ... it is now official

The Magnificent 7 is now A THING OF THE PAST ... Broadcom has earned its way in

Introducing ... THE GREAT 8

Nvidia $NVDA
Microsoft $MSFT
Apple $AAPL
Google $GOOGL
Amazon $AMZN
$META
Broadcom $AVGO
Tesla $TSLA https://t.co/8lnL7wZeji
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Aadit Sheth
RT @aaditsh: This person shows how to learn smarter https://t.co/cgg7w3Ec7Q
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 15 Quality Stocks FCF CAGR >12% Last 10 Years | Years of Growth in Those 10 Years 💸

1. $MSFT +12% | 8/10
2. $ICE +12% | 9/10
3. $FICO +14% | 7/10
4. $CDNS +15% | 9/10
5. $MA +16% | 9/10
6. $INTU +17% | 9/10
7. $SPGI +18% | 10/10
8. $CPRT +19% | 8/10
9. $GOOG +20% | 7/10
10. $CSU +21% | 9/10
11. $MSCI +23% | 10/10
12. $LRCX +25% | 7/10
13. $FTNT +27% | 10/10
14. $META +30% | 8/10
15. $NVDA +54% | 9/10
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App Economy Insights
⚖️ Did OpenAI just save Google?
☁️ How is AI playing out for Salesforce?

We answer these 2 questions this week. 👇
$GOOG $CRM
https://t.co/6MAMyNsW5i
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Evan
Bank of America just said it now expects Jerome Powell and the 🇺🇸 Fed to

Cut rates 2 times in 2025 compared to its previous forecast of 0 rate cuts this year https://t.co/fY1HnaZo35
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Ahmad Jivraj
Don’t Get Too Bearish

As @ConnorJBates_ said, the market is always speaking to us, it is our job to learn how to listen.

👇 https://t.co/Jm4CXesgLy
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Investing visuals
$DUOL visualized:

• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• My thoughts: will AI make $DUOL obsolete?

Let's dive in! 🧵👇 https://t.co/z07EkovQVS
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Aadit Sheth
RT @neatprompts: Prompt that changed my life (part 1) https://t.co/DAW8eTBdgw
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Aadit Sheth
RT @sricharan10g: Link to test: https://t.co/9IH0EhWLGO

ACTION ITEMS

• Open a small repo in Factory and run a full commit → PR → merge.

• Add a LaTeX equation to test rendering.

• Compare PR review speed in Factory vs GitHub.

• Check billing/token settings before heavy use.

• Start with small fixes before moving big projects.

Key notes from the video:

• Repos load directly in the browser.

• The tool can propose fixes and create PRs.

• History and memory are built in.

• Billing and tokens are managed in settings.

• Routine tasks like licenses are handled automatically.

What I like: it brings coding and repo management into one window. That reduces friction for small tasks.
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App Economy Insights
RT @EconomyApp: $AVGO Broadcom Q3 FY25 (July quarter).

• AI revenue +63% Y/Y to $5.2B.
• Revenue +22% Y/Y to $16.0B ($0.1B beat).
• Non-GAAP EPS $1.69 ($0.03 beat).

Q4 FY25 guidance:
• Revenue ~$17.4B ($0.4B beat).
• Adjusted EBITDA margin ~67%. https://t.co/QtKscZ1vvI
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