I'm going with option 1 here Meta almost always beats, so the quarter itself isn't what I care about. I want to hear Zuck talk about Muse. If the usage numbers are as strong as the App Store rankings suggest, I think the stock rips. Only thing that worries me is another big capex raise. We've seen that movie before. $META

Salesforce just paid $5.7B for Braze to fix Marketing Cloud's biggest gap: real-time, AI-driven engagement As a $ZETA shareholder, here's what stands out: - $CRM paid ~7x revenue. Zeta trades at ~5x and is growing faster - Braze doesn't own consumer data. Zeta does. One of the biggest players in marketing software just told you what this category is worth

$HOOD’s biggest revenue line isn’t trading, it’s interest on customer cash Trading is still most of the business, but a third of its revenue now rides on rates With markets pricing in another Fed hike by December, the biggest slice of the pie could get bigger

Buying back 9.1% of the shares means each remaining share owns about 10% more of Netflix That’s roughly 10% EPS growth without earning a single extra dollar Stack that on top of real profit growth and $NFLX compounds faster than the business does At 18x forward earnings, $NFLX is looking attractive here sub $70

Have a day, $AMZN 🥂 https://t.co/kUGJxDkV3w

The hard part wasn’t finding $NVDA in 2016... It was holding through a 50% drop in 2018 and a 60%+ drop in 2022. Most people who bought it sold it, the $1.34M went to the ones who didn’t Those who held through these drawdowns had high conviction in the business. This come from doing your research and truly understanding the company they were buying

Look at the rest of the chart $MU was at 50% margins in 2018 and -40% in 2023 Memory is the most cyclical business in tech Peak margins usually mean peak earnings... but when will we peak?

$RDDT at $159 is trading at about 13x what Wall Street expects it to earn in 2028 And the stock is still 40% off its highs If they hit those numbers, this won’t be at $159 for long

$AMD picked up a meaningful AI win this week: Scaleway, one of Europe’s largest cloud providers, chose AMD’s Instinct MI355X GPUs for a new AI supercomputer in Sweden, which will be the first commercial AMD AI supercomputer in Europe. Scaleway’s flagship AI system runs on $NVDA, so this is a real GPU customer choosing AMD for its next big build. Every win like this strengthens AMD’s spot as the clear #2 in AI chips. The stock keeps falling with the chip sector, but the business keeps winning. I’m holding my core position. Long $AMD

$ASML delivered on everything I was watching for: Revenue: €11.7B, upper half of the guide Gross margin: 57.5%, above the guide Q4 guide: €14.2-15.2B Profits more than doubled, and management says demand is outrunning supply into 2027 and 2028. Yet the stock is down 1% today and about 15% off its highs, is this a buying opportunity?