Pau

Should one desire
to follow a path of learning
even though busy,
we can always find time to study
even in this world of ours.

[Selección Española Masculina de Fútbol @SEFutbol]

⭐️⭐️ ¡¡𝗦𝗢𝗠𝗢𝗦 𝗕𝗜𝗖𝗔𝗠𝗣𝗘𝗢𝗡𝗘𝗦 𝗗𝗘𝗟 𝗠𝗨𝗡𝗗𝗢!!

#VamosEspaña | #CopaMundialFIFA

[Horos Asset Management @horosfunds]

(1/10) En Horos hemos publicado esta semana la carta del segundo trimestre de 2026 y queremos compartir aquí las ideas que más nos han hecho pensar.

Este hilo es un resumen de lo más interesante (👇🧵)

[Citrini @citrini]

No traders surprised by this…reversing red cards is what Trump has been doing to the stock market for the past year and a half.

[Shay Boloor @StockSavvyShay]

$NOW JUST BROKE ABOVE $120 😳

[Lumida Invest @LumidaEarnings]

Humacyte, $HUMA Q1 2026 Earnings:

In Q1 2026, Humacyte reported a 400% YoY increase in revenue to $0.5 million, attributed to the growing acceptance of CIMVEST, which saw unit sales rise to 29 from 5 units in the prior year.

Powered by https://t.co/Waotc88CeT

Read detailed analysis here https://t.co/x7360KIo6P

[Steve Burns @SJosephBurns]

Charlie Munger: “Berkshire would’ve been a lot bigger if we had used leverage, but we would be sweating at night.”

“And it’s crazy to sweat at night…” (pause)

Warren Buffett: “Over financial things.”

😂😂😂

[App Economy Insights @EconomyApp]

$MSFT Microsoft Q3 FY26 (March quarter):

☁️ Azure +39% fx neutral.

• Revenue +18% Y/Y to $82.9B ($1.5B beat).
• Gross margin 68% (-1pp Y/Y)
• Operating margin 46% (+1pp Y/Y).
• EPS $4.27 ($0.22 beat).

[App Economy Insights @EconomyApp]

$ADBE Adobe Q1 FY26 (Feb. quarter):

• CEO Shantanu Narayen to step down after 18 years.
• RPO +13% to $22.2B.
• ARR +11% to $26.1B.
• Revenue +12% to $6.4B ($120M beat).
• Non-GAAP EPS $6.06 ($0.19 beat).
• Q2 FY26 revenue ~$6.46B ($30M beat).

[Emérito/Numantia Patrimonio @foso_defensivo]

Nueva carta anual de Numantia 👀: https://t.co/hcVOboP7wk

[RCD Mallorca @RCD_Mallorca]

Tota una vida
𝟭𝟭𝟬 𝗮𝗻𝘆𝘀 𝗱’𝗵𝗶𝘀𝘁𝗼̀𝗿𝗶𝗮, mallorquinistes ❤️🖤

[Pau @pauferrert]

@seltorensemea @adanrcdm7

[Emérito/Numantia Patrimonio @foso_defensivo]

Un patrimonio no se vende. Se tiene, se mantiene, se hace crecer, se hereda.

[Michael A. Arouet @MichaelAArouet]

Amazing chart, Venezuela used to be wealthier than Poland. Poland introduced capitalism & free market principles, Venezuela followed socialism

Free market makes people wealthier, socialism always ends in bitter poverty and misery. Why are young people so fascinated by socialism?

[App Economy Insights @EconomyApp]

$AMZN Amazon Q3 FY25:

• Revenue +13% Y/Y to $180.2B ($2.4B beat).
• Operating margin 10% (+0.5pp Y/Y).
• EPS $1.95 ($0.39 beat).
• Q4 Guidance: ~$209.5B ($1.4B beat).

☁️ AWS:
• Revenue +20% Y/Y to $33.0B.
• Operating margin 35% (-3pp Y/Y).

[Michael A. Arouet @MichaelAArouet]

Spain and Italy have the largest unfunded pensions in Europe, at about 500% of GDP. They are also the two countries with the lowest fertility rates in Western Europe.

Dear Spanish and Italian friends, don’t assume that you will be able to live comfortably in retirement.

[Sundar Pichai @sundarpichai]

1/ Just delivered Q3 earnings remarks. A few additional highlights from the call:

Our AI Models, Gemini 2.5 Pro, Veo, Genie 3 + Nano 🍌 are leading the way. 13M+ developers have built with our generative models. Looking forward to the Gemini 3 release later this year!

[News from Google @NewsFromGoogle]

On today's 2025 Q3 earnings call, our CEO @SundarPichai shared that we delivered our first $100 billion quarter. He also highlighted how AI is driving real business results across the company. Read the complete remarks. https://t.co/ZjmZlIZecx

[App Economy Insights @EconomyApp]

$GOOG Alphabet Q3 FY25:

• Revenue +16% Y/Y to $102.3B ($2.2B beat).
• Operating margin 31% (-2pp Y/Y).
• EPS $2.87 ($0.61 beat).

☁️ Google Cloud:
• Revenue +34% Y/Y to $15.2B.
• Operating margin 24% (+7pp Y/Y).

▶️ YouTube ads +15% to $10.3B.