Oren Shamun

Indie maker on a mission 💡

Head of Engineering at @pynt_io ✨ | Pilot ✈️ | 🏛️ Stock Trader

[Wall St Engine @wallstengine]

SENATOR BANKS SAYS L3HARRIS $LHX WILL WORK ON 'GOLDEN DOME'

[App Economy Insights @EconomyApp]

$GOOG is going all-in on AI.

💰 $75B Capex for 2025 (+43% Y/Y).

AI models are becoming commodities.
But Google's moat might be elsewhere.

Let’s break it down.
https://t.co/ES15mFHwhh

[*Walter Bloomberg @DeItaone]

MUSK’S DOGE TEEN WAS FIRED BY CYBERSECURITY FIRM FOR LEAKING COMPANY SECRETS

Edward Coristine, a 19-year-old member of Elon Musk’s squad that’s criss-crossing US government agencies, was fired from an internship after he was accused of sharing information with a competitor.

“Edward has been terminated for leaking internal information to the competitors,” said a June 2022 message from an executive of the firm, Path Network, which was seen by Bloomberg News. “This is unacceptable and there is zero tolerance for this.”
https://t.co/aATms8oSEx

[unusual_whales @unusual_whales]

BREAKING: Trump says DOGE will look into the Pentagon spending.

[unusual_whales @unusual_whales]

Call your magnificent 7

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 SEC launches new Crypto Task Force website to "provide clarity" for crypto laws.

[Evan @StockMKTNewz]

🇺🇸 President Trump's Crypto Czar David Sacks just said the feasibility of a Strategic Bitcoin Reserve is one of the first things he is going to look at

[Evan @StockMKTNewz]

BANK OF AMERICA SEES NVIDIA $NVDA OVERCOMING DEEPSEEK, TRADE WAR CHALLENGES AND RISING TO ALL-TIME HIGH - CNBC

[StockWhale @thestockwhale]

$NVDA has a good chance to pump up to $135 this week.

This is exactly what you should expect today.

[Shay Boloor @StockSavvyShay]

$GOOGL TO OFFER $NVDA BLACKWELL GPUS ON GOOGLE CLOUD WITH A4 VMS PREVIEW 👀

[Oren Shamun @orensham]

DeepSeek?!? 🙈

$NVDA #MAG7 $QQQ

[unusual_whales @unusual_whales]

BREAKING: Trump has said he will place tariffs on chips

[unusual_whales @unusual_whales]

BREAKING: Trump has said "We will impose tariffs on the European Union."

[Sam Altman @sama]

o3-mini is out!

smart, fast model.

available in ChatGPT and API.

it can search the web, and it shows its thinking.

available to free-tier users! click the "reason" button.

with ChatGPT plus, you can select "o3-mini-high", which thinks harder and gives better answers.

[LuxAlgo @LuxAlgo]

JUST IN: 🇺🇸 Trump, following meeting with Nvidia CEO that he says went well, announces tariffs on semiconductors, energy, and various metals.

Oil $CL and gas $NG tariffs to take effect by February 18th.

[Banana3 @Banana3Stocks]

$NVDA

Everything I have told you…

It has begun 🤗

Not financial advice!

[App Economy Insights @EconomyApp]

$TSLA Tesla Q4 FY24:

• Revenue +2% Y/Y to $25.7B ($1.4B miss).
• Gross margin 16% (-1pp Y/Y).
• Operating margin 6% (-2pp Y/Y).
• Capex +21% Y/Y to $2.8B.
• Free cash flow -2% Y/Y to $2.0B.
• Non-GAAP EPS $0.73 ($0.04 miss).

[App Economy Insights @EconomyApp]

$META Meta Q4 FY24:

👨‍👩‍👧‍👦 Daily active people +5% Y/Y to 3.35B.
👀 Ad impressions +6% Y/Y.
• Revenue +21% Y/Y to $48.4B ($1.4B beat).
• Operating margin 48% (+7pp Y/Y).
• EPS $8.02 ($1.26 beat).
• FY25 Capex: $60-$65B (+53% to +66% Y/Y)

[Evan @StockMKTNewz]

OPENAI LAUNCHES CHATGPT GOV FOR 🇺🇸 GOVERNMENT AGENCIES - CNBC

[Investing visuals @InvestingVisual]

How the worlds most valuable company makes its money🍏🫰

[Investing visuals @InvestingVisual]

$ASML Q4 2024 Earnings 🚨

Beats across the board and absolutely smashed booking with €7.09B (Est. €3.53B)

Stock is up +7% pre-market