footnote 14

Global company filings, clean and point-in-time, for funds and AI agents. The 10-K is easy. The Korean half-year report isn't. GTM @

[footnote 14 @SchepkeTilman]

@FinReportEU is now an official Anthropic connector.

Ask Claude about any ticker globally and it reads every single filing, transcript and financials. All in clean markdown.

One click to integrate it in the comments.

[Alex Isaev @alexisaev]

the earth, but every light is a company filing your agent can read

[Alex Isaev @alexisaev]

@log4j Literally the first thing I see on X after getting my new samsung TV. the algo knows....

[footnote 14 @SchepkeTilman]

@Schulz_Research fun timing. oct 22 was also the day sivers shareholders voted to drop deloitte as auditor and bring in EY, mid year

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@coinbureau checks out. aws had $496B of signed deals waiting to be delivered in june. it was $364B just 3 months before

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$LUV made $2.49B off bag fees and seat picks this year. it was $1.17B last year. bags fly free was a nice era

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$META made $53.5B this year and its tax bill was $1B. your paycheck got taxed harder than that

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@dre1012 @FindleysFinance not soon. meta made $52B profit in the first 9 months of this year. 250 a year is a long way off

[footnote 14 @SchepkeTilman]

@FindleysFinance Awesome congrats

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@StockSavvyShay $IREN books every AI chip to last 5 years. bitcoin rigs only get 4. so yeah, uptime is the whole game

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@RihardJarc they already borrowed $24.9B this year tho. and buybacks went from $26.2B to zero. thats where this years capex money came from

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@DeepValueBagger Then rip

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@DeepValueBagger two customers were 69% of $BE sales last quarter. one of them alone was 43%. thats the bigger risk imo

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@IndianTechGuide $NFLX made $1.54B in all of asia pacific last quarter, up 12%. so india at 18% is beating its own neighborhood

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earnings night on here is 600 people posting the same press release headline and nobody opening the actual filing

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@REDBOXINDIA $INFY AI sales grew 29% in one quarter and are now 10.5% of revenue. the whole company grew 1.5% in a year. so everything else is shrinking

[footnote 14 @SchepkeTilman]

@alc2022 june quarter was the first time AI cloud ($70.5M) beat bitcoin mining ($66.7M) for them. 3 months before it was $34M vs $111M. this print tells you if that flip holds

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@Miruna48715760 partly yes. and it speeds up from here. the 10-Q says $45.85 billion of it is due in the rest of 2026 and $121 billion in 2027. so pretty soon honestly

[footnote 14 @SchepkeTilman]

Tesla makes money selling credits to other carmakers who pollute too much. its basically free money.

this quarter they had to give $475 million of it back because the rules changed. only $113 million was left.

@elonmusk thats a lot of free money gone

[footnote 14 @SchepkeTilman]

Meta has promised to pay $810 billion for AI. mostly computers and the buildings to run them.

in December that number was $235 billion. more than 3x in 9 months.

honestly thats insane. @finkd you good?