Zhangster

AI will eat the world. Love snowboarding. Know a little bit about stock market.

[Greg Brockman @gdb]

a great codex tutorial:

[Zhangster @marspotential]

@stockwiiz The earning is pretty decent

[Zhangster @marspotential]

+1

[stockwiiz @stockwiiz]

#pltr has a great run today.

Predication: #pltr reaches $40 by the end of 2024.

[Zhangster @marspotential]

Impressive earning from #PLTR

[stockwiiz @stockwiiz]

#PLTR Q4'23 Earning Highlights

Revenue: $608 million in Q4 2023, a 20% increase YoY and a 9% increase QoQ
Adjusted Free Cash Flow: $305 million in Q4 2023, representing a 50% margin
Adjusted Operating Margin: 34% in Q4 2023

[Zhangster @marspotential]

@stockwiiz Thanks for sharing! Not sure how #temu would impact #amzn in the long run

[Zhangster @marspotential]

#amzn has a strong quarter considering the pressure from #temu

[stockwiiz @stockwiiz]

#amzn Q4'23 Earning Highlights

[Zhangster @marspotential]

Impressive earning from #meta

[stockwiiz @stockwiiz]

#meta Q4’23 Earning Highlights

[Zhangster @marspotential]

Agreed

[stockwiiz @stockwiiz]

It seems #LI is also undervalued if anyone feels #TSLA is undervalued.

[stockwiiz @stockwiiz]

More earnings are coming next week. Highlighted a few interesting ones.

[stockwiiz @stockwiiz]

How Affirm makes money based on Q4'23 earning.

[App Economy Insights @EconomyApp]

$SOFI SoFi Q4 FY23:

• Members +44% to 7.5M.
• Products +41% to 11.1M.
• Deposits +$18% Q/Q to $18.6B.

• Revenue +35% Y/Y to $615M ($23M beat).
• Adj. EBITDA $181M (30% margin, +15pp Y/Y).
• Non-GAAP EPS -$0.02 ($0.02 miss).

FY24 Adj. EBITDA Outlook ~$585M.

[Alf @MacroAlf]

Today, we got very important news.

Markets don't believe Powell, at all.

A thread.

1/

[Brian Stoffel @Brian_Stoffel_]

I recently sold my entire position of Sea Limited $SE

Here's why: ⤵️

[David Sacks @DavidSacks]

Base case for ‘23-24:
— 1-2 more rate hikes but only 25 bps. Rates peak at 5%.
— Recession starts mid-year.
— Fed cuts by Q1 ‘24.
— Recovery begins Q2 ‘24.
— Biggest risk factor: sovereign debt bomb.

I don’t have a lot of confidence in this, just my best guess.

[Alf @MacroAlf]

The 2020s in macro and markets are going to be very different than the 2010s.

Here is why.

A thread.

1/

[David Sacks @DavidSacks]

Prediction markets for 2023…🧵

[Alf @MacroAlf]

Massive Fed meeting, and huge market reaction.

A thread that breaks down what happened, step by step.

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[Elon Musk @elonmusk]

Dear Twitter Advertisers

[Charlie Bilello @charliebilello]

The last 8 recessions in the US were all preceded by an inversion of 10-yr and 3-mo Treasury yields. That inversion occurred today for the first time since 2020 with the 3-Month Treasury bill (4.04%) ending the day with a yield 3 bps higher than the 10-Year Treasury bond (4.01%).

[Alf @MacroAlf]

Policymakers in many countries are now expecting a recession to hit soon.

But that's not the real deal here.

The biggest problem is that their long-term growth model could well be broken for good.

A thread.

1/