AkhenOsiris
$AMZN
“They’re already running about 500,000 chips in Indiana today,” Garman said. “And in fact, it’s going so well that they’ve actually doubled down on that order.” Amazon expects the number to reach a million by the end of the year.
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$AMZN
“They’re already running about 500,000 chips in Indiana today,” Garman said. “And in fact, it’s going so well that they’ve actually doubled down on that order.” Amazon expects the number to reach a million by the end of the year.
$AMZN
Are they just teasing an AWS accel the day before earns? tweet
Offshore
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$RBRK is down 🔻5% today, seemingly on no significant news.
With no change in fundamentals, the risk/reward becomes increasingly attractive as the stock sells off.
With strong execution, I believe there’s meaningful upside for long-term oriented shareholders. https://t.co/YnZTW4hXkZ
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$RBRK is down 🔻5% today, seemingly on no significant news.
With no change in fundamentals, the risk/reward becomes increasingly attractive as the stock sells off.
With strong execution, I believe there’s meaningful upside for long-term oriented shareholders. https://t.co/YnZTW4hXkZ
Presenting you my first deep dive, covering $RBRK:
• Founder led
• Mission-critical
• Growing over 50%
• Named 6x data protection leader
This is the story of a business that evolved from simple backups to an industry-leading cyber resilience platform.
Let’s dive in! (~25 min. read) 🧵👇 tweet
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App Economy Insights
☁️ Cloud Growth Showdown
$MSFT, $GOOG, and $AMZN report next.
Q2 cloud growth:
🔵 Azure: +39% Y/Y (constant currency).
🔴 Google Cloud: +32% Y/Y.
🟠 AWS: +17% Y/Y.
Who will surprise in Q3? https://t.co/t2B6H34elR
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☁️ Cloud Growth Showdown
$MSFT, $GOOG, and $AMZN report next.
Q2 cloud growth:
🔵 Azure: +39% Y/Y (constant currency).
🔴 Google Cloud: +32% Y/Y.
🟠 AWS: +17% Y/Y.
Who will surprise in Q3? https://t.co/t2B6H34elR
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JUST IN🚨
Federal Reserve cuts interest rates by 0.25% for second straight meeting.
The Fed also said it will stop shrinking its balance sheet on Dec. 1. https://t.co/fBV1WR2fka
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JUST IN🚨
Federal Reserve cuts interest rates by 0.25% for second straight meeting.
The Fed also said it will stop shrinking its balance sheet on Dec. 1. https://t.co/fBV1WR2fka
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🚨 $GOOGL posting a great Q3:
• Revenue $102.4B vs Est. $100.1B
• EPS $2.87 vs. Est. $2.26
• Google Cloud Sales $15.2B vs Est. $14.8B
Beats across the board. Congrats shareholders! https://t.co/sROn8ayPjz
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🚨 $GOOGL posting a great Q3:
• Revenue $102.4B vs Est. $100.1B
• EPS $2.87 vs. Est. $2.26
• Google Cloud Sales $15.2B vs Est. $14.8B
Beats across the board. Congrats shareholders! https://t.co/sROn8ayPjz
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🚨 $MSFT posting a very strong Q3:
• Revenue $77.7B vs Est. $75.4B
• EPS $3.72 vs Est. $3.66
• Cloud Sales $49.1B vs Est. $48.6B
Cloud is on fire🔥 https://t.co/asBt5GbZGw
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🚨 $MSFT posting a very strong Q3:
• Revenue $77.7B vs Est. $75.4B
• EPS $3.72 vs Est. $3.66
• Cloud Sales $49.1B vs Est. $48.6B
Cloud is on fire🔥 https://t.co/asBt5GbZGw
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Dimitry Nakhla | Babylon Capital®
Google $GOOG $GOOGL Q3 2025 Report 🗓️
✅ REV: $103.35B (+15% YoY)
✅ EPS: $2.87 (+35% YoY)
☁️ GOOGLE CLOUD +34% YoY https://t.co/twBlLnSqEk
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Google $GOOG $GOOGL Q3 2025 Report 🗓️
✅ REV: $103.35B (+15% YoY)
✅ EPS: $2.87 (+35% YoY)
☁️ GOOGLE CLOUD +34% YoY https://t.co/twBlLnSqEk
9. Google $GOOG $GOOGL (Wed PM)
🗓️ REV Est: $100.10B (+13%)
🗓️ EPS Est: $2.28 (+8%)
💵 NTM P/E: 26x
💵 NTM FCF Yield: 2.37% https://t.co/yEQnoGVqZL tweet