NickeNumbers
@NickeNumbers
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Investor, Former CFO, Math Fan. Not trying to be smart, working to not be too stupid🗞️👉https://t.co/HmooOp3MS1 Not investment advice. Do your own DD.
Virginia, USA
Joined November 2019
2/10 newsletter: $LRCX, Semis, more @LamResearch January 2025 Earnings Call🔬, Big Short Panel📺, The Nvidia Way by @firstadopter 👍🏻, 🤔Dangers of AI 👉🏽 If you enjoy pls❤️and Repost♻️.
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Brilliant interview. $NOW
2-6-2025 An Interview with ServiceNow Chairman and CEO Bill McDermott about Enterprise AI Agents
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RT @HarryStebbings: I think there are a couple of core questions in AI right now. Where is true sustaining value going to be created? Is t…
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Revenue for 1/25 #TSMC 🤩 $TSM Revenue for 1/25 up 5% vs 12/24 and UP🔼🔼 36% vs 1/24. 🤔Positive for- $NVDA, $AMAT, $LRCX, $ASML If you enjoy pls❤️and Repost♻️.
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Revenue by Region/Quarter for @Cloudflare and count of Customers > $100,000 Annualized Revenue Long $NET Very pleased with all of these metrics 🤩 🤔- $CRWD, $PANW, $ZS, $AKAM If you enjoy pls❤️and Repost♻️.
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Revenue by Quarter for @Cloudflare with Operating Cash flow. Beautiful trend & solid execution Long $NET 🤔- $CRWD, $PANW, $ZS, $AKAM If you enjoy pls❤️and Repost♻️.
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Quarterly Operating Income by Segment for @amazon after earnings release 🗞️ $AMZN segments trending well🤓, especially N. America🇺🇸! 🤔 $WMT, $COST, $AMZN, $MSFT, $GOOG If you enjoy pls❤️and Repost♻️.
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Two loose pages, in Turing’s handwriting, explain the so-called bandwidth theorem, now known as the Nyquist-Shannon sampling theorem.
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Revenue by Geography for @TokyoElectronUS China remains the largest buyer this q for $TOELY , similar to $ASML, $LRCX. 🤔- $LRCX, $NVDA, $AMAT, $TSM, $AMD, $TXN If you enjoy pls❤️and Repost♻️.🙏🏼
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For @Costco 1/25 Net Sales up 9.2% vs 1/24👍🏾 (0 New Stores Yet YTD)🗞️ Trended visual of $COST Revenue as a proxy 4 inflation and a signal for - $WMT, $AMZN 🍾 If you enjoy pls❤️and Repost♻️.
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Quarterly Revenue by Segment for @Qualcomm with Net Income Margin $QCOM seems to be improving. 🤔- $AAPL, $ARM, $META If you enjoy pls❤️and Repost♻️.
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100% and Dara is an elite CEO. $UBER
Uber to launch Waymo robotaxi rides in Austin $UBER Due to regulatory and insurance reasons, highly likely ride hailing networks will be hybrid for several years. via @techcrunch
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Quarter Operating Income by Segment for @Disney , most recent Q in red 🔴 $DIS showing green shoots🌱 in several segments and everything is finally profitable! 🤔- $NFLX, $CMCSA, $AMZN If you enjoy pls❤️and Repost♻️.
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Revenue by quarter for @Disney after earnings 🗞️ $DIS turn around in full force😃 🤔- $NFLX, $CMCSA, $AMZN If you enjoy pls❤️and Repost♻️.
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