Quarterly Revenue for @Broadcom and NI Margins looks great🤩!
$AVGO 's Hock Tan is outstanding!
🤔- $TSM , $NVDA , $GOOG , $MSFT , $AMZN , $META
If you enjoy pls❤️and Repost♻️.
Quarter Revenue for @CrowdStrike and Operating Cash Flow %. " Ka-KAA!! "🦅
$CRWD has excellent execution and they are scaling!
🤔- $S , $ZS , $FTNT , $PANW
If you enjoy pls❤️and Repost♻️.
Quarter Revenue for @Costco with stable-to-up NI Margin from the earnings print 🗞️.
" $COST is really not a retailer. It is a buying agent on behalf of the customer." -
@MohnishPabrai
🤔- $WMT , $AMZN
If you enjoy pls❤️and Repost♻️.
Number of customers is growing at @SnowflakeDB and they are sharing more data with each other.
42% are Data Sharing, up from 18% five years ago.
🤔- $MDB , $AMZN , $MSFT , $GOOG , $SNOW , @databricks
If you enjoy pls❤️and Repost♻️.
Revenue by Region/Quarter for @Nvidia
USA is 78% of current quarter for $NVDA
🤔- $AMZN , $MSFT , $GOOG , $META , $ORCL , $TSM
If you enjoy pls❤️and Repost♻️.
Quarter Revenue by Segment for @Walmart with net income margin after earnings print 🗞️
$WMT is growing Rev but a 42 PE is nonsense 🤺
🤔Positive for- $COST , $AMZN ?
If you enjoy pls❤️and Repost♻️.
Quarterly Revenue by End Market for @ADI_News
Decent Q for $ADI , and margins are improving.
🤔- $TXN , $TSM , $MU , $AVGO , $AMAT , $LRCX
If you enjoy pls❤️and Repost♻️.
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.