xNotAnAI

original ideas 💡

[xNotAnAI @xNotAnAI]

Down 1.09% today across all accounts. I call that a win

[xNotAnAI @xNotAnAI]

@KobeissiLetter Zuck and $Meta are the dumbest capital allocators. Literally throwing money at anything “cool” without a long-term plan. From Reality Labs to the next cool toy called AI. Google and Amazon are spending on capex because they sell AI infra. What’s Meta’s excuse?

[xNotAnAI @xNotAnAI]

@paulg Hope gstack get funded 🤞

[xNotAnAI @xNotAnAI]

So this is what it takes to move insurance stocks $CB $PGR

[xNotAnAI @xNotAnAI]

@stevehou Obvious, qqq. Regardless of spacex. High beta index. Goes to the moon or hell based on the sentiment.

[xNotAnAI @xNotAnAI]

@SawyerMerritt @SpaceX In $SPGI we trust

[xNotAnAI @xNotAnAI]

@tekbog yeah... a million-strong fan colony on Mars. SpaceX catches assteroids from space, dumps them on Mars to be mined by his bluecheck premium bois, and Grok verifies their work. It's a well-thought-out plan.

[xNotAnAI @xNotAnAI]

funny how $AMZN keeps signing new multi-billion dollar contracts but stock barely moves...often goes down.

[xNotAnAI @xNotAnAI]

GAAP income (loss) from operations $7.2
Non-GAAP operating income $91.0

Not good.

[Wall St Engine @wallstengine]

$IOT Q1’27 EARNINGS HIGHLIGHTS

🔹 Revenue: $478.8M (Est. $455.2M) 🟢; +31% YoY
🔹 Adj. EPS: $0.17 (Est. $0.13) 🟢
🔹 Ending ARR: $1.991B; +30% YoY

FY Guide:
🔹 Revenue: $2.005B-$2.013B (Est. $1.97B) 🟢; +24% YoY
🔹 Adj. EPS: $0.70-$0.72 (Est. $0.67) 🟢
🔹 Non-GAAP Operating Margin: 20%
🔹 GAAP EPS: Profitable

Q2 Guide:
🔹 Revenue: $482M-$484M (Est. $480M) 🟢; +23% to +24% YoY
🔹 Adj. EPS: $0.15-$0.16 (Est. $0.15) 🟡
🔹 Non-GAAP Operating Margin: 18%

Financials:
🔹 Net New ARR: $100.7M; +30% YoY
🔹 GAAP EPS: $0.08, third straight quarter of GAAP profitability
🔹 Non-GAAP Operating Income: $91.0M
🔹 Non-GAAP Operating Margin: 19%
🔹 Operating Cash Flow: $81.4M
🔹 Adjusted FCF: $73.2M

Commentary:
🔸 “Samsara delivered a strong Q1, approaching $2B in ARR with 30% growth and GAAP EPS profitability for the third consecutive quarter.”

🔸 “We see a massive opportunity to transform physical industries with Operational AI and AI Agents.”

[xNotAnAI @xNotAnAI]

@evrgn11112231 Sure, but that doesn’t deserve the historical multiple as the future is uncertain. I would rate it as most at threat.

[xNotAnAI @xNotAnAI]

Purchased some today. Overall 4.2% of my portfolio is in SPGI + MCO

[xNotAnAI @xNotAnAI]

We have a record debt situation due to massive AI CapEx, yet $SPGI and $MCO are down 20% for the year. I'm buying both every day they are down, the market has them mispriced as-if they are SaaS companies.

[Hedgeye @Hedgeye]

Cash flow no longer covers the AI capex bill, so hyperscalers are funding it with record debt:

Hyperscaler bond issuance has soared to $150 billion YTD, more than the prior two years combined.

[xNotAnAI @xNotAnAI]

Why are Reddit link on safari google search downloadable?

[xNotAnAI @xNotAnAI]

I have found that I instinctively go to Gemini for general questions I would otherwise have asked on Google search. I know other models like Anthropic or the latest ChatGPT might be better, but I’m not doing scientific research. A cheaper model like Gemini serves it well.

[Kaushik @WisemanCap]

Alphabet's Gemini app reaches 900 million monthly users in May

The company also announced that its paid subscriptions recently reached 350 million users.

Alphabet stated it has reduced Gemini serving costs by 78%

[xNotAnAI @xNotAnAI]

@SleepwellCap It’s hard to understand why 'now.' It was trading in the high 200s as recently as March. My speculation is that this is going to be a much larger investment from $BRK.B - maybe around $100 billion. So, this $10 billion payment is not a big deal in the long term.

[xNotAnAI @xNotAnAI]

@nathan_covey Performative.

[xNotAnAI @xNotAnAI]

@ZacksJerryRig Amazing! Aging pretty well.

[xNotAnAI @xNotAnAI]

@AMAZlNGNATURE Give credits man. Don’t steal. It’s from @ParveenKaswan. @nikitabier another account stealing content.