Pedro Gomes

🙃🙅🏼‍♂️

[Pedro Gomes @zpedro_10]

Oliver a criar e Vasquez a fazer lembrar Madjer na final de 87

[The Kobeissi Letter @KobeissiLetter]

NVIDIA, $NVDA, EARNINGS SUMMARY:

1. Record quarterly revenue of $81.6 billion, above expectations

2. Q1 adjusted EPS of $1.87, above expectations

3. Q2 revenue guidance of $89.2 billion to $92.8 billion, above expectations

4. New $80 billion share buyback authorization

5. Increase in dividend from $0.01/share to $0.25/share

6. Total revenue growth of +1,035% over the last 3 years

Once again, Nvidia has crushed just about every expectation possible.

The AI Revolution is on fire.

[Adam Kobeissi @TKL_Adam]

The most incredible part about the Nvidia story is that everyone knows, in real-time, that we are witnessing one of the biggest technological revolutions in history.

[amit @amitisinvesting]

$HOOD

ROBINHOOD Q3 2025 EARNINGS:

$1.27B Revenue, +100% YoY
$556M Net Income, +271% YoY
$0.61 EPS, +259% YoY
$742M Adjusted EBITDA, +177% YoY
3.9M Gold Subscribers, +77% YoY
26.8M Funded Customers, +10% YoY
$333B Platform Assets, +119% YoY

Vlad is on a mission.

[andrewdudum @AndrewDudum]

👀

[Hims House @himshouse]

$HIMS FEELING FRISKY BACK OVER $60

[andrewdudum @AndrewDudum]

Hers continues to be one of the most powerful growth engines in our business, serving more than 500,000 women today and on track to deliver over $1B in revenue next year. This launch marks another step toward expanding our leadership in women’s health and meeting demand for care that’s built around women’s real needs.

[amit @amitisinvesting]

BREAKING: OpenAI and AMD have announced a multibillion-dollar partnership to build AI data centers using AMD’s MI450 chips starting next year.

Details:

- OpenAI committed to purchasing 6 gigawatts of AMD chips, expected to generate tens of billions in revenue for AMD over the next five years, with each gigawatt costing tens of billions.

- OpenAI will receive warrants for up to 160 million AMD shares (about 10% of the company) at 1 cent per share, contingent on meeting deployment milestones and AMD’s stock price increasing.

$AMD has broke $200 and is +24% in the premarkets.

[amit @amitisinvesting]

$HOOD $130 💚

[amit @amitisinvesting]

$NVDA

BREAKING: NVIDIA IS INVESTING $100B INTO OPENAI & PROVIDING 10GW OF COMPUTING CAPACITY.

Jensen: “This is the biggest infrastructure project in history. Computing demand is going through the roof for OpenAI. Every person I know uses ChatGPT.”

Oh. My. Goodness.

[NVIDIA Newsroom @nvidianewsroom]

NEWS: OpenAI and NVIDIA announce a landmark strategic partnership that will see OpenAI deploy millions of NVIDIA GPUs.

🔗 https://t.co/TsLJUVFQ7Q

This agreement helps OpenAI meet surging demand for more powerful, efficient, and cost-effective AI training and inference at scale with NVIDIA.

[amit @amitisinvesting]

white house just posted this 💀

there really has never been a 30% drop in the S&P, back to 2022 levels, in the middle of one of the largest bull markets ever...

that lasted for a week with a direct BUY signal by the president himself

wall street is the greatest show on earth

[amit @amitisinvesting]

looks like the market likes rate cuts

what a green day…

$HOOD +3%

$PLTR +3%

$NVDA +3.5%

$BMNR +7%

$GRAB +4%

if the market is onboard with an easing cycle, inflation is tame, labor market isn’t horrible, now Q3 just has to crush earnings…

S&P all time highs today, $6640

[amit @amitisinvesting]

$GOOGL

$1T + $1T + $1T = $3T

4th largest company in the world

shout out Sundar 🫡

[amit @amitisinvesting]

top 500 company in America now

$HOOD

[Hims House @himshouse]

THE $HIMS <> $NVO DEAL WAS TERMINATED ON JUNE 23

$HIMS NOSEDIVED -35%

ITS SINGLE WORST DAY EVER

SINCE THEN:
- $HIMS IS UP +57%
- $NVO IS DOWN -27%

ABSOLUTELY INSANE 🤯

[NightHawk Capital @NighthawkTradez]

$HIMS soars past $55! 🤯

Send it.

[Evan @StockMKTNewz]

Robinhood $HOOD is now up over $110

🟢🟢🟢🟢🟢🟢🟢

[amit @amitisinvesting]

what a journey

[Pedro Gomes @zpedro_10]

@zerozeropt @pedrojscunha @ruimtovar https://t.co/OA5JkGufep - @ruimtovar tinha razão, como sempre. O jogo ficou 4-5 para o Benfica, sendo que Butt falhou um, mas o Estrela falhou dois. :)

[Pedro Gomes @zpedro_10]

Se tivessem de escolher, qual de vocês ia com o William ver a final do Euro a Berlim? #tenisnasporttv #salvadorebrunonocomando #brunoesalvadornocomando