FianchettoM

[FianchettoM @FianchettoM]

Some wait garden 💰l🧳ow score.

[FianchettoM @FianchettoM]

Compare process w💎ithout 🎁even.

[M. V. Cunha @mvcinvesting]

I just published my Deep Dive on $CLPT. 👀

Looking forward to hearing your thoughts!

Hope you all have a great weekend.

[The Transcript @TheTranscript_]

Ulta Beauty CEO: "Fiscal 2025 is off to an encouraging start with stronger-than-expected performance."

$ULTA: +7.4% AH

[LFC_GG21 @21Gangang]

Anyone haven’t got the money taken yet for auto-renew membership??? 😂

[Alex Schlich @YstoneAdvisory]

#BBOX - continue to manage logistics and data centre properties well. Selling assets above BV alongside good growth in core portfolio

[AlphaSense @AlphaSenseInc]

$ALB Earnings:

- Net sales of $1.1 billion, with double-digit volume growth in Specialties (+11%) and record Energy Storage lithium salt production from the company's integrated conversion network
- Net income of $41 million, or ($0.00) per diluted share attributable to common shareholders; adjusted diluted loss per share attributable to common shareholders of ($0.18)
- Adjusted EBITDA of $267 million; year-over-year gains in Specialties (+30%) and Ketjen (+76%)

"Our business continues to perform in line with our outlook considerations, including first-quarter adjusted EBITDA of $267 million with strong year-over-year improvements in Specialties and Ketjen," said Kent Masters, Chairman and CEO. "We continue to focus on what we can control - taking decisive actions to reduce costs, optimize our lithium conversion network and increase efficiencies to preserve our long-term competitive position. While the full economic impact of the recently announced tariffs and other global trade actions is unclear, we benefit from our global footprint and the current exemptions for critical minerals; as a result, we are maintaining our full year 2025 outlook considerations."

https://t.co/BQFnHSl4Tt

[AlphaSense @AlphaSenseInc]

$EBAY Earnings:

- Revenue of $2.6 billion, up 1% on an as-reported basis and up 2% on an FX-Neutral basis
- Gross Merchandise Volume ("GMV") of $18.8 billion, up 1% on an as-reported basis and up 2% on an FX-Neutral basis
- GAAP and Non-GAAP earnings per diluted share of $1.06 and $1.38, respectively
- GAAP and Non-GAAP operating margins of 23.8% and 29.8%, respectively
- Returned $759 million to stockholders in Q1, including $625 million of share repurchases and $134 million paid in cash dividends

"eBay's first quarter results were ahead of expectations, as we delivered our fourth consecutive quarter of positive GMV growth," said Jamie Iannone, Chief Executive Officer at eBay. "Our Focus Categories and geo-specific investments are driving momentum in the business, and we continue to innovate – leveraging Al to make our marketplace more efficient and intuitive for customers."

"We exceeded our quarterly financial metrics and continue to invest for the long-term health of our marketplace," said Steve Priest, Chief Financial Officer at eBay. "Our teams have done a tremendous job executing on our strategy, while navigating a dynamic demand environment."

https://t.co/m8Pdg7iPcG

[unusual_whales @unusual_whales]

Meta, $META, earnings:

- EPS: $6.43, est: $5.25
- Revenue: $42.3 billion, est: $41.3 billion

[Markets & Mayhem @Mayhem4Markets]

Q1 2025 Earnings from $EBAY show a double beat:

Net revenue $2.6b, est. $2.55b
Adj EPS continued ops $1.38, est. $1.34
Gross merchandise vol $18.75b, est. $18.52b
Active buyers 134m, est. 134.17m
Sees 2Q net revenue $2.59b to $2.66b, est. $2.6b

[peripheral 🤦 🇩🇪 💰 @greentardscycle]

Fantastic find by @Chrisbagmancap

Dr. Rees Cosgrove, Neurosurgeon and Prof at Harvard Med School on his experiences with the $CLPT system

Went from a non-believer at first to a total convert now, listen yourself here:
https://t.co/s5yKsr6Muq
Starts around 01:04:40 for 5mins

[Bloomberg @business]

TSMC's quarterly revenue rose a larger-than-anticipated 42%, reflecting strengthening demand for AI servers and smartphones before US tariffs kicked in https://t.co/Dkg1L5jG9b

[Bourbon Capital @BourbonCap]

$AMAT CEO added 6.8 million worth of shares, first time since 2015

[HedgeMind @HedgeMind]

$AVGO announced a $10 billion buyback after the market close today.

"We are uniquely positioned in mission critical infrastructure software and enabling hyperscalers to drive innovation in generative AI into their expanding subscriber platforms.” said Hock Tan, CEO/President

$AVGO up 2.5%+ in a.h., and YTD down ~36%.👇🏼

[Wolf of Harcourt Street @wolfofharcourt]

Evolution $EVO Q4 2024 Earnings Analysis

- How record revenue per Live table was achieved despite widespread disruption
- What the pivot to regulated markets means for the business going forward

Link below to the full article 👇

[Prof. Carl Sagan @ProfCarlSagan]

We are, each of us, largerly responsible for what gets put into our brains, for what, as adults, we wind up caring for and knowing about. No longer at the mercy of the reptile brain, we can change ourselves.

[FianchettoM @FianchettoM]

https://t.co/kkuDzSK0oO

[Hugh Grant @HackedOffHugh]

If you’ve got children, you need to watch Swiped – and see how sick their phones are making them | Simon Jenkins | The Guardian https://t.co/BOi9Q6n1DG

[Davy Research @DavyResearch]

Ibstock plc - Update confirms in an improving trend after a challenging year - https://t.co/StMUpWxpY5

[GSK @GSK]

#News for #Investors and #Media: The FDA has granted Breakthrough Therapy Designation in a second indication for an investigational antibody-drug conjugate in our oncology pipeline. Learn more: https://t.co/MII3M7bSx8