Ubineer

Ubineer is a software company helping investors combine the power of human and artificial intelligence to unlock investment opportunities.

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[Ubineer @ubineer]

Our #CEO leaked our #NVDA predictions:
1. Q4 Data Center: $35.22B
2. Q4 Revenue: $39.28B
3. Q1 26 Revenue Guide: $42.5B ± 2%
Internet do your thing.
#earnings #NVDA

[Andi @UbineerAndi]

It's @nvidia Earnings Day. If you know anyone in VC, Wall St, Tech, or hardware, they're nervous today. Don't contact them, just give them our predictions:
1. Q4 Data Center: $35.22B
2. Q4 Revenue: $39.28B
3. Q1 26 Revenue Guide: $42.5B ± 2%
#NVDA #Earnings #Nvidia #Ubineer

[Ubineer @ubineer]

https://t.co/i5SOylskMj

#AVGO $AVGO

[Ubineer @ubineer]

Yesterday our team saw what the market missed on @Broadcom $AVGO and we shared it with our clients... today you get the chance to read it.

[Andi @UbineerAndi]

Yesterday our team shared an interesting note on $AVGO , describing their Gross margin issues and capacity issues. We also discussed the strength the company is seeing. To read more please see first comment.

[Andi @UbineerAndi]

Yesterday our team shared an interesting note on $AVGO , describing their Gross margin issues and capacity issues. We also discussed the strength the company is seeing. To read more please see first comment.

[Ubineer @ubineer]

Want to view the full article or climb to the top:
https://t.co/Jot6V1k0EY

https://t.co/JHUPboIV2D

[Ubineer @ubineer]

Our AI predicted @Meta ( $META ) Q2 guidance with 0.00% error for two out of the last three quarters. Here's how and what else we achieved this quarter:
Our AI Prediction for Meta’s Q2 Revenue Guidance was $59.5 billion the exact actual midpoint issued by the management team.

[Ubineer @ubineer]

Our AI predicted @Meta ( $META ) Q2 guidance with 0.00% error for two out of the last three quarters. Here's how and what else we achieved this quarter:
Our AI Prediction for Meta’s Q2 Revenue Guidance was $59.5 billion the exact actual midpoint issued by the management team.

[Ubineer @ubineer]

I’ve shared the full breakdown of our methodology on our site. If you're a PM looking for better bogey's than sell side estimates, the math suggests it’s time to move toward augmented modeling.

[CAPIS @capisinc]

Last week, we welcomed Andi Kerenxhi of @Ubineer for CAPIS’ Monthly Research Briefing, where he shared insights on AI-driven CapEx, Big Tech earnings drivers and NVIDIA’s role in the evolving market.

Read the full recap: https://t.co/zlkxnNOact

[CAPIS @capisinc]

TOMORROW at 10:00 AM CT / 11:00 AM ET: Andi Kerenxhi of @Ubineer will share insights on AI-driven investment strategies during the March edition of CAPIS’ Monthly Research Briefing. Don’t miss it—register now: https://t.co/nU9LUKFsDp

[Andi @UbineerAndi]

Looking forward to this see you all soon.

#CAPIS #UBINEER

[CAPIS @capisinc]

Last week, we welcomed Andi Kerenxhi of @Ubineer for CAPIS’ Monthly Research Briefing, where he shared insights on how AI is reshaping capital allocation, growth trajectories and market expectations for mega-cap stocks.
Read the full recap: https://t.co/Nr7C56R9S3

[Ubineer @ubineer]

This was fun! @ubineer �� @capisinc
#ubineer #CAPIS #fundamental #analysis #AI #approach #capex #cycle

[CAPIS @capisinc]

Last week, we welcomed Andi Kerenxhi of @Ubineer for CAPIS’ Monthly Research Briefing, where he shared insights on how AI is reshaping capital allocation, growth trajectories and market expectations for mega-cap stocks.
Read the full recap: https://t.co/Nr7C56R9S3

[Ubineer @ubineer]

Our CEO (@UbineerAndi) will have a conversation with @capisinc on September 25th. Details bellow. 👇

#investing #AI #insights #capis #ubineer

[CAPIS @capisinc]

On Thursday, September 25: Join us at 10:00 AM CT / 11:00 AM ET as we welcome Andi Kerenxhi of @Ubineer for the latest installment of CAPIS’ Monthly Research Briefing, who will share insights on AI-driven investment strategies.
Register now: https://t.co/hBOEhJnhOH

[Ubineer @ubineer]

@elonmusk @grok Groku

[Ubineer @ubineer]

@ubineer Layers seen in the wild, this time next to @satyanadella saying I am good for $80B.

#stocks #CAPEX #Earnings #MSFT

[Andi @UbineerAndi]

What if $MSFT FY26 CAPEX is much lower than $80B? What happens to the stock?
All you have to look is how much RPO bookings on a YoY basis MSFT has booked.
#MSFT #Earnings #EarningsSeason

[Andi @UbineerAndi]

What if $MSFT FY26 CAPEX is much lower than $80B? What happens to the stock?
All you have to look is how much RPO bookings on a YoY basis MSFT has booked.
#MSFT #Earnings #EarningsSeason

[Andi @UbineerAndi]

It's @nvidia Earnings Day. If you know anyone in VC, Wall St, Tech, or hardware, they're nervous today. Don't contact them, just give them our predictions:
1. Q4 Data Center: $35.22B
2. Q4 Revenue: $39.28B
3. Q1 26 Revenue Guide: $42.5B ± 2%
#NVDA #Earnings #Nvidia #Ubineer