Andi

Forging investment professional software tools for equity/fixed income analysts/PMs to capture alpha 🗡️ | President & CEO of @ubineer | Not investment advice

[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]

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]

https://t.co/5FIpPbMPZa

#broadcom $AVGO #AVGO

[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]

@_0ldtimer_ @FundamentEdge For footnotes analysis... @ubineer is the way to go... Happy to do a demo... DM me.

[Andi @UbineerAndi]

@negligible_cap Our AI software does this at scale @ubineer

[Ubineer @ubineer]

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

https://t.co/JHUPboIV2D

[Andi @UbineerAndi]

We continue to produce incredible resources.

[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.

[Andi @UbineerAndi]

I had a lot of fun doing this and I highly recommend any investor with a discretionary edge should view this.

[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]

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]

On Thursday, March 26: Join us at 10:00 AM CT / 11:00 AM ET as we welcome Andi Kerenxhi (@UbineerAndi) 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/nU9LUKFsDp

[Andi @UbineerAndi]

The fed GOAT = Powell

#fed #cpi #goat

[Andi @UbineerAndi]

What happens when you buy an iPhone to keep using your ChatGPT? Who possesses power then, the OS or the LLM app? 🤔

#openai #oai #apple #iphone #ChatGPT $aapl

[Andi @UbineerAndi]

$GOOG and $GOOGL investors wondering if it's time to buy or short. Lol

[Andi @UbineerAndi]

Firebase and GCP are down

[Andi @UbineerAndi]

Firebase and GCP are down

[Andi @UbineerAndi]

Live and die by the sword this take was wrong as per Q3 2025.

[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]

I don’t want to be dramatic but…

If $NVDA misses earnings today almost nothing changes.

[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

[Andi @UbineerAndi]

$nvda don't tell anyone

[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