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App Economy Insights
$MSFT Microsoft Q1 FY26 (Sept. quarter):
☁️ Azure +39% fx neutral.
• Revenue +18% Y/Y to $77.7B ($2.3B beat).
• Gross margin 69% (flat Y/Y)
• Operating margin 49% (+2pp Y/Y).
• EPS $4.13 ($0.47 beat). https://t.co/s6DCSsDEmL
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$MSFT Microsoft Q1 FY26 (Sept. quarter):
☁️ Azure +39% fx neutral.
• Revenue +18% Y/Y to $77.7B ($2.3B beat).
• Gross margin 69% (flat Y/Y)
• Operating margin 49% (+2pp Y/Y).
• EPS $4.13 ($0.47 beat). https://t.co/s6DCSsDEmL
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Dimitry Nakhla | Babylon Capital®
MercadoLibre $MELI Q3 2025 Report 🗓️
✅ REV: $7.41B (+39% YoY)
❌ EPS: $8.32 (+6% YoY)
💰 TPV $71.2B (+41% YoY)
💵 GMV $16.5B (+28% YoY) https://t.co/cwMtpFfsTa
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MercadoLibre $MELI Q3 2025 Report 🗓️
✅ REV: $7.41B (+39% YoY)
❌ EPS: $8.32 (+6% YoY)
💰 TPV $71.2B (+41% YoY)
💵 GMV $16.5B (+28% YoY) https://t.co/cwMtpFfsTa
10. MercadoLibre $MELI (Wed PM)
🗓️ REV Est: $7.21B (+35%)
🗓️ EPS Est: $9.37 (+20%)
💵 NTM P/E: 44x
💵 NTM FCF Yield: 5.87% https://t.co/Cpydu1CeWh tweet
Clark Square Capital
RT @ClarkSquareCap: Idea thread #1!
What's your favorite Japanese stock? (Any market cap/style).
Add a sentence explaining why you like it + valuation.
As usual, I will compile the responses and share them with everyone.
Please retweet for visibility. Thx in advance! 🙏
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RT @ClarkSquareCap: Idea thread #1!
What's your favorite Japanese stock? (Any market cap/style).
Add a sentence explaining why you like it + valuation.
As usual, I will compile the responses and share them with everyone.
Please retweet for visibility. Thx in advance! 🙏
tweet
Clark Square Capital
RT @ClarkSquareCap: Idea thread #2!
What's your favorite special situation? (Spin/m&a/etc any market cap).
Add a sentence explaining why you like it + valuation.
I will compile the responses and share them with everyone.
Please retweet for visibility. Thx in advance! 🙏
tweet
RT @ClarkSquareCap: Idea thread #2!
What's your favorite special situation? (Spin/m&a/etc any market cap).
Add a sentence explaining why you like it + valuation.
I will compile the responses and share them with everyone.
Please retweet for visibility. Thx in advance! 🙏
tweet
Offshore
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App Economy Insights
$META Meta Q3 FY25:
👨👩👧👦 Daily active people +8% Y/Y to 3.54B.
👀 Ad impressions +14% Y/Y.
• Revenue +26% Y/Y to $51.2B ($1.8B beat).
• EPS $1.05 ($5.66 miss).
• Taxes include $15.9B one-off adjustment.
• FY25 Capex $70-72B (prev. $66-72B). https://t.co/WrlsEuIHbn
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$META Meta Q3 FY25:
👨👩👧👦 Daily active people +8% Y/Y to 3.54B.
👀 Ad impressions +14% Y/Y.
• Revenue +26% Y/Y to $51.2B ($1.8B beat).
• EPS $1.05 ($5.66 miss).
• Taxes include $15.9B one-off adjustment.
• FY25 Capex $70-72B (prev. $66-72B). https://t.co/WrlsEuIHbn
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Investing visuals
Hyperscaler CapEx remains sky-high:
• $GOOGL: FY $91–93B (vs $85B est)
• $MSFT: Q1 $34.9B (vs $30B est)
• $META: Expects higher CapEx in 2026
Bullish for $NBIS, $IREN, $CRWV, $ORCL, $ALAB, $ANET among others
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Hyperscaler CapEx remains sky-high:
• $GOOGL: FY $91–93B (vs $85B est)
• $MSFT: Q1 $34.9B (vs $30B est)
• $META: Expects higher CapEx in 2026
Bullish for $NBIS, $IREN, $CRWV, $ORCL, $ALAB, $ANET among others
Hyperscaler CapEx is expected to exceed $300B this year.
• $AMZN: $100B
• $MSFT: $80B
• $GOOGL: $75B
• $META: $60B
All report earnings this week, which will give more insight into whether AI demand is still outpacing supply and if the CapEx build-out continues. https://t.co/gQ1X4yZZ5u tweet
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Clark Square Capital
Peapod Lane specializes in buying net-nets and has returned ~22% annually over the past five years. Impressive. Who says value investing is dead? https://t.co/xl2jK8cszN
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Peapod Lane specializes in buying net-nets and has returned ~22% annually over the past five years. Impressive. Who says value investing is dead? https://t.co/xl2jK8cszN
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Dimitry Nakhla | Babylon Capital®
RT @ecommerceshares: $GOOG MORE ACCELERATION! Revenue +16% to $102bn, up from +14% last Q. ☁️ Cloud+34%. WOW! 🤩 YouTube +15%. Search +15% (Sunder f*cked the “search is dead” haters!). EPS +35%. Op Margins UP on last Q. Capex fine. Gemini 650m monthly actives!!
The king of full-stack AI. 🥂 👑 https://t.co/Wx0UilYSQN
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RT @ecommerceshares: $GOOG MORE ACCELERATION! Revenue +16% to $102bn, up from +14% last Q. ☁️ Cloud+34%. WOW! 🤩 YouTube +15%. Search +15% (Sunder f*cked the “search is dead” haters!). EPS +35%. Op Margins UP on last Q. Capex fine. Gemini 650m monthly actives!!
The king of full-stack AI. 🥂 👑 https://t.co/Wx0UilYSQN
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