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Javier Blas
CHART OF THE DAY: US car sales over the last decade, by powertrain (via @EIAgov). Battery electric vehicle sales increased in 2H 2025 before sharply declining in response to the expiration of tax credits at the end of September. https://t.co/P6BxtlhVUg
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CHART OF THE DAY: US car sales over the last decade, by powertrain (via @EIAgov). Battery electric vehicle sales increased in 2H 2025 before sharply declining in response to the expiration of tax credits at the end of September. https://t.co/P6BxtlhVUg
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Bourbon Capital
Are we in a bubble?
Demis Hassabis CEO of $GOOG DeepMind: There aren’t enough compute chips to satisfy demand https://t.co/ega9rwNQg6
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Are we in a bubble?
Demis Hassabis CEO of $GOOG DeepMind: There aren’t enough compute chips to satisfy demand https://t.co/ega9rwNQg6
The semiconductor ecosystem:
The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO
Europe dominates lithography: $ASML
South Korea dominates the RAM market: Samsung and SK Hynix
Taiwan produces the most advanced chips: $TSM https://t.co/AtoeBxKr1f tweet
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The Transcript
Spotify CEO: "...this is my 30th earnings call, and as you know, this is the last one that I do in the role as CEO."
CBO: " In Q4, we met or exceeded guidance across all the key metrics"
$SPOT: +19% today https://t.co/A0UlKeRoGv
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Spotify CEO: "...this is my 30th earnings call, and as you know, this is the last one that I do in the role as CEO."
CBO: " In Q4, we met or exceeded guidance across all the key metrics"
$SPOT: +19% today https://t.co/A0UlKeRoGv
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App Economy Insights
A quick look at the memory crunch:
📲 $QCOM: Memory Wall
🎮 $SONY: Hardware Retreat
☁️ $ARM: Cloud AI Engine Ignites
Full breakdown of the AI ripple effect.
https://t.co/XthMtTFjEX
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A quick look at the memory crunch:
📲 $QCOM: Memory Wall
🎮 $SONY: Hardware Retreat
☁️ $ARM: Cloud AI Engine Ignites
Full breakdown of the AI ripple effect.
https://t.co/XthMtTFjEX
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The Transcript
$SPOT CBO: "We marked our highest quarter ever for MAU net additions...A driver of MAU outperformance is Wrapped, which was also record-breaking this year. While we saw impressive engagement back in 2024, we also got feedback on the user experience. So this year, we turned up the dial, and the response was resounding. At the end of the campaign, more than 300 million users engaged, which was up 20%, and we saw more than 630 million shares across social media, which is up 42%"
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$SPOT CBO: "We marked our highest quarter ever for MAU net additions...A driver of MAU outperformance is Wrapped, which was also record-breaking this year. While we saw impressive engagement back in 2024, we also got feedback on the user experience. So this year, we turned up the dial, and the response was resounding. At the end of the campaign, more than 300 million users engaged, which was up 20%, and we saw more than 630 million shares across social media, which is up 42%"
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Michael Fritzell (Asian Century Stocks)
RT @capitalatrisk23: Emerging markets putting in a 16 years bottom ? $EEM https://t.co/mdhbbf8M1t
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RT @capitalatrisk23: Emerging markets putting in a 16 years bottom ? $EEM https://t.co/mdhbbf8M1t
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The Transcript
Datadog CEO: "We saw a continued acceleration of our revenue growth. This acceleration was driven in large part by the inflection of our broad-based business outside of the AI native group of customers we discussed in the past"
$DDOG: +14% today https://t.co/Za9CK9UBOg
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Datadog CEO: "We saw a continued acceleration of our revenue growth. This acceleration was driven in large part by the inflection of our broad-based business outside of the AI native group of customers we discussed in the past"
$DDOG: +14% today https://t.co/Za9CK9UBOg
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