Wool

Fokus på privata investeringar inom tillväxt med globala makrotrender i ryggen. Driver tre bolag till vardags inom saas och consulting.

[Wool @WoolBetz]

@10_ch_10 Gaming portfolio or other?

[Wool @WoolBetz]

@AbcpokerBI Skitsnack. Hela inbounden för digitala affärer har flyttats in i Google-sfären med AI sök etc. Det som tidigare var organisk trafik i Google/Bing etc. är nu "ägd" av Google och ökar accelerationen i Gemini. Helt upplagt för nya product-placements.

[Wool @WoolBetz]

@PCG_H Följt er många år från sidlinjen och tagit inspiration i min egen entreprenörsresa. Lycka till och kör hårt

[App Economy Insights @EconomyApp]

$NVDA NVIDIA Q2 FY27 (July quarter).

• Revenue +106% Y/Y to $96.2B ($4.1B beat).
• Operating margin 66% (+5pp Y/Y).
• Non-GAAP EPS $2.46 ($0.37 beat).

Q3 FY27 guidance:
• Revenue $108.0B ($3.4B beat).

[Microsoft @Microsoft]

We just reported our FY26 Q4 earnings.

🟢 A strong quarter with $90 billion in revenue
🟢 Azure and other cloud services revenue grew 43% driven by strong demand for services across the platform
🟢 Microsoft 365 Copilot reached more than 30 million paid seats

“We are advancing the frontier on the cost-to-outcome curve, ensuring every customer can turn tokens into business results. This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million seats, reflecting the confidence customers are placing in us to power their AI transformation.” - @SatyaNadella

Read the full release here: https://t.co/Xod0vbORws

[Wool @WoolBetz]

@cdngdev We’ve built a PIM/DAM/DXP for ecommerce and retail enabling this functions and others with native ai

[Arsenal @Arsenal]

This belongs to all of us.

[IREN @IREN_Ltd]

IREN and @nvidia have announced a strategic partnership to accelerate deployment of up to 5GW of next-generation AI infrastructure. The companies have also signed a $3.4bn contract under which $IREN will provide AI infrastructure cloud services for NVIDIA internal AI and research workloads.

https://t.co/MLV0KZuPOA
https://t.co/ql0JNikfJ1

[shirish @shiri_shh]

Google just reported $62.6 BILLION in quarterly profit…

but HALF came from a $37.7B 'paper gain' on private investments in companies like SpaceX and Anthropic.

The reason their VC funding team is top-tier

[Wool @WoolBetz]

@Investeraren I vanlig ordning underskattas svansen på detta. Zoomar vi ut är finansintresserade i Sverige givetvis ”first movers” på AI både i intresse och användande. Fortsatt få i det stora hela som använder det konsekvent även om alla bolag har det på agendan i teorin.

[App Economy Insights @EconomyApp]

$GOOG Alphabet Q1 FY26:

• Revenue +22% Y/Y to $109.9B ($2.9B beat).
• Operating margin 36% (+2pp Y/Y).
• $37.7B net gains from equity investments.

☁️ Google Cloud:
• Revenue +63% Y/Y to $20.0B.
• Operating margin 33% (+15pp Y/Y).

▶️ YouTube ads +11% to $9.9B.

[Sundar Pichai @sundarpichai]

Q1 earnings are in: 2026 is off to a terrific start.

Our AI investments and full stack approach are lighting up every part of the business: Search queries are at an all-time high with AI continuing to drive usage. Google Cloud revenue grew 63%, Gemini models have incredible momentum, and it was our strongest quarter ever for consumer AI subs, driven by @GeminiApp.

Thanks to our partners + employees around the world. Much more to share on our earnings call in 20 minutes… and at Google I/O in 20 days!

[Wool @WoolBetz]

@NordnetAra Bull Veteranpoolen

[Wool @WoolBetz]

@TheMattBerman @openclaw @vishalojha_me @Meta Ads

[Douglas A. Boneparth @dougboneparth]

I think my wife’s happiness is directly correlated to our house looking like no one lives in it.

[Wool @WoolBetz]

@Fibonacci89 @d4aniel_k Beroende av plattformars aktualitet och ej konjunktur (Avensia)

[Wool @WoolBetz]

@PCG_H Imponerande och inspirerade! Både entreprenörskapet och utveckling på noterade investeringar.

[Wool @WoolBetz]

@wiker_elin Vettig bred exponering mot sektorn i fond eller etf?

[Ebere @EbereEze10]

I swear imma make It and when I do, they're gunna show this tweet lol

[Arsenal @Arsenal]

It was only ever Arsenal.

A boyhood Gooner, our new number 10 – welcome home, Ebere ❤️