Tyson

@UCLA_Law 2028. Equities/Market Research.🏁

[Tyson @TysonTimko]

@IcoldgameI Hope so, not giving up yet

[Tyson @TysonTimko]

@KrisPatel99 $PTY?

[Tyson @TysonTimko]

@TheLongInvest On first glance, is this not one of the most bullish charts out there? $NU

[Tyson @TysonTimko]

@theqbschool Kurtis Rourke better

[Crossroads @Dr_Crossroads]

$NU Nubank posted a nice beat and is climbing in the after hours. They are growing revenue 50% Y/Y!

🟢Revenue: $5.51B (vs $5.23B expected)
🟢 EPS: $0.216 (vs $0.20 expected).

The fears of Super El Niño crushing Brazil's economy appear to have been overstated. The BRL is holding up nicely to a strong USD.

In Mexico, they became the largest digital bank in August.

And of course they are coming to the United States. There are no mentions of this in the earnings presentation, but I'm curious if they'll get asked about it in the earnings call.

They're still plenty of TAM in their primary (Brazilian) market, Colombia is doing well.

And the market is loving it.

[Kris Patel 🇺🇸 @KrisPatel99]

$NU

They’re launching full bank in Mexico after reaching $1B quarterly net income.

Risk-adjusted NIM expanded 290 bps sequentially as cost of credit declined.

Bullish. $20 here we come ;)

[FanDuel Sportsbook @FDSportsbook]

19 years ago today, Barry Bonds hit his 756th career home run, passing Hank Aaron as the all-time MLB career home run leader 😤

[MLB Replays @MLBReplays_]

Barry Bonds goes 4-for-4 vs Greg Maddux | Aug 31, 1993

[Ian Rapoport @RapSheet]

Reunion: Free agent WR Deebo Samuel is signing back with the #49ers, sources say. The former #Commanders and SF pass-catcher returns where it all began.

1-year, up to $7M in a deal done by Tory Dandy of @AthletesFirst.

[Tyson @TysonTimko]

@PBDsPodcast LeBron musta denied an interview request or something back in the day you have true hatrid

[Tyson @TysonTimko]

@patrickbetdavid 48 year old multi multi millionaire hating on another 40 year old. So sad, be better he’s not going to respond to you

[Sundar Pichai @sundarpichai]

Q2 was an amazing quarter, with our AI investments redefining what’s possible across every part of our business.

Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app (which reached 950M monthly active users). Our model APIs are processing 22B tokens/min (up from 16B+ last quarter) driven by our workhorse Flash models. We’re also seeing great adoption of Gemini Enterprise, used by 90% of the Fortune 100, as well as strong demand for our security solutions.

Outstanding results and momentum, and such an exciting moment—thanks to all of our partners and employees around the world! 🙌 About to hop on the call!

[Sam Badawi @Sam_Badawi]

$GOOGL Cloud just acclerated growth to 82% YoY. 🤯

[Coach Yac 🗣 @Coach_Yac]

Giants RHP Jackson Flora is filthy

You gotta love his intensity 😈

[Coach Yac 🗣 @Coach_Yac]

The San Francisco Giants have selected UCSB pitcher Jackson Flora with the 4th pick in the MLB Draft

[BYOU @randyll24]

Yo.. he was going to be a great

[Coach Yac 🗣 @Coach_Yac]

Victor Bericoto’s numbers since June 1st (including tonight)

• 46 AB
• 15 H
• .326 BA
• 4 HR
• 8 RBI
• 7 R

[Tyson @TysonTimko]

@KyleKulinski Cool, let’s take away your YouTube channel and throw you in a collective farm, where you will work everyday and own nothing

[FOX Sports @FOXSports]

THE @USMNT TAKES THE LEAD 🇺🇸

NOW BALOGUN CAN REALLY HIT THE @KingJames SILENCER!