AkhenOsiris
"We're embedding for the first time in our estimates an actual earnings boost from AI adoption and productivity this year," Ben Snider, equity strategist at Goldman Sachs, tells Axios.
"It's still very small, less than a percent, but we think that'll grow going forward."
tweet
"We're embedding for the first time in our estimates an actual earnings boost from AI adoption and productivity this year," Ben Snider, equity strategist at Goldman Sachs, tells Axios.
"It's still very small, less than a percent, but we think that'll grow going forward."
tweet
AkhenOsiris
$GENI
Wells Fargo dove into the mediaļadvertising opportunity presented by Genius' management at its November Investor Day, Wells' first response was the company's NFL relationship seems too good to be true given the company's ability to enable live viewership of NFL games across the company's platform partners. The firm sees potential for upside above and beyond management's long-term guide. Further, Wells believes the implied level of direct NFL advertising and related brand/ad opportunities could prove conservative looking out to 2028 for the self-serve portion of the forecast. The firm thinks the NFL Could represent $50M-plus of self-serve ad revenue, and it estimates about $350M of Media revenue by 2028 relative to the company's $300M guidance.
tweet
$GENI
Wells Fargo dove into the mediaļadvertising opportunity presented by Genius' management at its November Investor Day, Wells' first response was the company's NFL relationship seems too good to be true given the company's ability to enable live viewership of NFL games across the company's platform partners. The firm sees potential for upside above and beyond management's long-term guide. Further, Wells believes the implied level of direct NFL advertising and related brand/ad opportunities could prove conservative looking out to 2028 for the self-serve portion of the forecast. The firm thinks the NFL Could represent $50M-plus of self-serve ad revenue, and it estimates about $350M of Media revenue by 2028 relative to the company's $300M guidance.
$GENI
Wells Fargo upgrades Genius Sports to Overweight tweet
Offshore
Photo
Brady Long
RT @thisdudelikesAI: Get so good at growth on X that your boys start asking for help...
Here's how 👇 https://t.co/0NjrxwCExP
tweet
RT @thisdudelikesAI: Get so good at growth on X that your boys start asking for help...
Here's how 👇 https://t.co/0NjrxwCExP
tweet
Offshore
Photo
App Economy Insights
🫧 How to invest in a bubble
CapEx is ramping, valuations are soaring, and the hype is deafening.
Yet earnings are real, margins are expanding, and demand is unprecedented.
Here’s a practical guide to staying invested without losing your head 👇
https://t.co/ZZjehpGgrH
tweet
🫧 How to invest in a bubble
CapEx is ramping, valuations are soaring, and the hype is deafening.
Yet earnings are real, margins are expanding, and demand is unprecedented.
Here’s a practical guide to staying invested without losing your head 👇
https://t.co/ZZjehpGgrH
tweet
Offshore
Photo
Quiver Quantitative
BREAKING: Representative Jonathan Jackson just filed his first purchase of Palantir stock, $PLTR.
Jackson sits on the House Committee on Foreign Affairs.
Full trade list up on Quiver. https://t.co/BO1BqLDY6N
tweet
BREAKING: Representative Jonathan Jackson just filed his first purchase of Palantir stock, $PLTR.
Jackson sits on the House Committee on Foreign Affairs.
Full trade list up on Quiver. https://t.co/BO1BqLDY6N
tweet
Offshore
Photo
Fiscal.ai
Novo Nordisk v. Eli Lilly
Does Eli Lilly deserve such a premium to Novo Nordisk?
$NVO $LLY https://t.co/Jgkw62tYI7
tweet
Novo Nordisk v. Eli Lilly
Does Eli Lilly deserve such a premium to Novo Nordisk?
$NVO $LLY https://t.co/Jgkw62tYI7
tweet
Offshore
Photo
The Few Bets That Matter
$TMDX hit 49 flights yesterday, a new reccord.
They only own 22 planes.
Each flight saves lives or significantly improves patients' life quality. And adoption is clealy accelerating as hospitals scale usage.
🔹~7x forward sales
🔹30%+ growth
🔹International expansion underway
🔹Transplant volumes rising
🔹Heart & lung trials ongoing
🔹High switching costs
🔹Expanding market
How does no one care about this stock?
tweet
$TMDX hit 49 flights yesterday, a new reccord.
They only own 22 planes.
Each flight saves lives or significantly improves patients' life quality. And adoption is clealy accelerating as hospitals scale usage.
🔹~7x forward sales
🔹30%+ growth
🔹International expansion underway
🔹Transplant volumes rising
🔹Heart & lung trials ongoing
🔹High switching costs
🔹Expanding market
How does no one care about this stock?
$TMDX buyers have been relentless lately.
Almost as relentless as their pilots.
Flight data is... Honestly unbelievable.
~32 flights per day.
Compared to 24.9 in December, 25.4 in November and 24.9 in October.
That's not a $130 stock. No way. https://t.co/4IRYJDd2o2 tweet
Offshore
Photo
memenodes
first thing you see is what you're getting on valentine's day this year https://t.co/hEEyt8Eibr
tweet
first thing you see is what you're getting on valentine's day this year https://t.co/hEEyt8Eibr
tweet