Investing visuals
Both $GOOGL and $MSFT report earnings tomorrow!

Here's what their fundamentals look like heading into earnings 👇 https://t.co/MzJMXqGC7L
tweet

App Economy Insights
$SOFI SoFi Q3 FY25:

• Members +35% to 12.6M.
• Revenue +38% Y/Y to $962M.
• Adj. revenue $950M ($55M beat).
• Adj. EBITDA +49% Y/Y to $277M.
• Non-GAAP EPS $0.11 ($0.03 beat).
• FY25 revenue growth 36% ($165M raise). https://t.co/Yk6AEgWBpi
tweet

Quiver Quantitative
UPDATE: Nancy Pelosi is now worth $278M, per our estimates.

Up about $8M in the last two weeks. https://t.co/cEjhFtciI7
tweet

Investing visuals
$AAPL market cap hits $4 trillion for the first time ever on positive iPhone 17 sales. https://t.co/YzBw9yVzkj
tweet

Investing visuals
$SOFI very impressive quarter:

• Revenue $962M vs Est. $891M
• EPS $0.11 vs Est. $0.09
• New Members +34% YoY

FY25 Guidance
• Revenue $3.54B vs Est. $3.45B
• EPS $0.37 vs Est. $0.32

Congrats shareholder! 💙 https://t.co/HKgumoXREQ

$SOFI reports Q3 earnings tomorrow. How membership growth has evolved over time:

• 2020: 1.1M
• 2021: 2.3M
• 2022: 3.9M
• 2023: 5.7M
• 2024: 8.1M

$SOFI now has 11.7M members, a 10x increase in just five years. I’m not a shareholder, but that’s impressive execution👌 https://t.co/jQ8TDXS5wl - Investing visuals
tweet

App Economy Insights
Microsoft + OpenAI just re-upped the deal.

It clears the way for OpenAI to become a for-profit public benefit corporation.

🔹 $MSFT gets 27% stake (~$135B).
🔹 Rights to OpenAI models through 2032.
🔹 No more right of first refusal for Azure.
🔹 $250B Azure spend locked in. https://t.co/KKRiWynsDT
tweet

Clark Square Capital
Cat's out of the bag now

H/T @ClarkSquareCap for noting this shitco Vera Bradley $VRA is putting its HQ on the market for a sale-leaseback for $30MM, having started the day at <$55MM market cap - up 25% now https://t.co/GIhsSs5Lwk https://t.co/4aVrcVy3fe - AuxReignots
tweet