Warren

Fun Fun Fun

[Warren @Sinking_Shipp]

@NMBS Intriest

[Warren @Sinking_Shipp]

@StockMKTNewz @Insider_Equity

[Insider Equity @Insider_Equity]

Ahead of $NVDA earnings:
🚨 Should we be concerned about Arista Networks $ANET no matter what?

Keeping in mind that $ANET's multiples are stretched;

👉🏽 If Nvidia beats expectations strengthening their position in Data Centers acting as a "one stop shop" capturing more market share
➡️ this impacts Arista's negatively.

👉🏽 If Nvidia misses expectations indicating weakening demand in the whole sector
➡️ this impacts Arista negatively.

Whats your take?

[Warren @Sinking_Shipp]

@letuscompound Het is idd nog vaag verwoord hierboven, echter voel ik de bui al hangen. Op kosten zullen we sowieso gejaagd worden als dit op een of andere manier geimplementeerd wordt. Verkopen/terugkopen kost ook geld

[Warren @Sinking_Shipp]

@Insider_Equity $PLTR

[Warren @Sinking_Shipp]

@Insider_Equity 640

[Warren @Sinking_Shipp]

@Insider_Equity @StockMKTNewz Follow

[Insider Equity @Insider_Equity]

That moment when Roaring Kitty has more than 430k people waiting for him to go live 😅

[Warren @Sinking_Shipp]

@Insider_Equity Luxury leggings, I don't see it

[Insider Equity @Insider_Equity]

Crowdstrike $CRWD will report earnings in a few minutes. Let's have a look at the current metrics and profile of the company in this one-pager below.

$CRWD is up 23% YTD with a staggering 65% CAGR 5Y revenue growth. The company turned profitable about a year ago.

Do you think this is a buy?

[Insider Equity @Insider_Equity]

Thread: Top pick readings for Investors, according to WarrenBuffet, Bill Ackman, Charlie Munger & Ray Dalio. 👇

[Warren @Sinking_Shipp]

@Cobratate Depends..

[Warren @Sinking_Shipp]

@Insider_Equity @amitisinvesting All no brainers based on financials and growth only

[Warren @Sinking_Shipp]

@UpsideEquity Nvidia $NVDA wil dominate

[Insider Equity @Insider_Equity]

🚨 Nvidia $NVDA reported earnings. I'll take you through it in thisthread 🧵 below.

1. Nvidia reports record Q1 2025 revenue of $26.0B, up 18% from Q4 and 262% YoY. Data Center revenue hits $22.6B, up 23% from Q4 and 427% YoY. Non-GAAP EPS is $6.12, up 19% QoQ and 461% YoY.

[Insider Equity @Insider_Equity]

The #AI data center value chain 👀👇🏼

In our portfolio:
💎 Nvidia $NVDA
💎 Arista $ANET
💎 ASML $ASML

[Warren @Sinking_Shipp]

@DovishInvestor If they miss, we are done

[Warren @Sinking_Shipp]

@the_AI_hub Rip apple

[Insider Equity @Insider_Equity]

List of 15 Quality companies 🧠:

1. Apple
2. Alphabet
3. Microsoft
4. Fortinet
5. Arista Networks
6. Idexx Laboratories
7. Stryker
8. ASML
9. Synopsys
10. Nvidia
11. Veeva Systems
12. Novo Nordisk
13. Regeneron
14. Intuit inc.
15. Watsco