NickeNumbers

Investor, Former CFO, Math Fan. Not trying to be smart, working to not be too stupid🗞️👉 investment advice. Do your own DD.

[NickeNumbers @NickeNumbers]

6/2 newsletter- $BRK.A , $LEN

@NAHBhome Homebuilder Consolidation🏠💰, Types of Computer Memory, @USMC Rules 🪖🫡

👉🏽https://t.co/6eu5EIyJ5M
Pls❤️and Repost♻️

[NickeNumbers @NickeNumbers]

Revenue by Region/Quarter for @CrowdStrike , growth in all regions.

Long $CRWD Ka-KAW! 🤩

🤔- $S , $ZS , $FTNT , $PANW
If you enjoy pls❤️and Repost♻️.

[NickeNumbers @NickeNumbers]

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♻️.

[NickeNumbers @NickeNumbers]

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♻️.

[NickeNumbers @NickeNumbers]

@StockMarketNerd That Sales and Marketing expense is Way up there.

[NickeNumbers @NickeNumbers]

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♻️.

[NickeNumbers @NickeNumbers]

Quarterly Revenue from the earnings print 🗞️ for @MongoDB

Decent revenue growth for $MDB 👍🏻
🤔- $SNOW , @databricks
If you enjoy pls❤️and Repost♻️

[NickeNumbers @NickeNumbers]

@RamaswmySridhar @Snowflake Lets go Sridhar!

[NickeNumbers @NickeNumbers]

Quarterly Revenue for @SnowflakeDB , and operating cashflow Scaling☝🏾and accelerating!

🤔- $SNOW , $MDB , $AMZN , $MSFT , $GOOG
If you enjoy pls❤️and Repost♻️.

[NickeNumbers @NickeNumbers]

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♻️.

[NickeNumbers @NickeNumbers]

Metrics for @TollBrothers updated with today's earnings print 📰

Pretty good Quarter.
🤔👷🏾‍♀️- $TOL , $DHI , $LEN , $PHM , $GRBK
If you enjoy pls❤️and Repost♻️.

[NickeNumbers @NickeNumbers]

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♻️.

[NickeNumbers @NickeNumbers]

Revenue by NEW segments for @Nvidia and OM.

Excellent Q for $NVDA

🤔- $AMZN , $MSFT , $GOOG , $META , $ORCL , $TSM
If you enjoy pls 💓and Repost♻️

[NickeNumbers @NickeNumbers]

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♻️.

[NickeNumbers @NickeNumbers]

Quarter Operating Cash Flow for @Walmart

If cash is King 👑, then Cash Flow is QUEEN 👑.

🤔 $WMT , $COST , $AMZN ?
If you enjoy pls❤️and Repost♻️.

[NickeNumbers @NickeNumbers]

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♻️.

[Natalie F Danelishen @Chesschick01]

I always think of this quote on memorial weekend.

[Andrej Karpathy @karpathy]

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.

[NickeNumbers @NickeNumbers]

5/18 newsletter- $BRK.A

BRK Meeting, @AnthropicAI 's CFO, M&A Circus

👉🏽https://t.co/EsP3FTSJOo
Pls❤️and Repost♻️

[NickeNumbers @NickeNumbers]

Semicap Qtrly Revenue Percentage to China mostly down.

Updated with @ASMLcompany , @AppliedTech , @LamResearch , @TokyoElectronUS earnings print 📰.

🤔- $ASML , $AMAT , $LRCX , $TOELY, $NVDA , $TSM , $AMD , $TXN
If you enjoy pls❤️and Repost♻️.