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NickeNumbers

@NickeNumbers

Investor, Former CFO, Math Fan. Not trying to be smart, working to not be too stupid🗞️👉https://teapaw.org/t.co/HmooOp3MS1 Not investment advice. Do your own DD.

 Virginia, USA
nickenumbers.substack.com/
Joined November 2019
  • Tweets3.7K
  • Following182
  • Followers339
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11/26 newsletter- $PLTR , $NBIS Hyperscalers Using FCF for Growth CapEx vs. Share Repurchase, PLTR CTO observations, Nebius CTO 👉🏽nickenumbers.substack.com/p/… Pls❤️and Repost♻️
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Quarterly Revenue by Segment for @Cisco w/ net income margin. Nice Q for $CSCO . 🤔- $TSM , $NVDA , $AMD , $AVGO If you enjoy pls❤️and Repost♻️.
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Quarter Revenue by Segment for @Applied4Tech with net income margin, and Geography after the earnings print 🗞️ $AMAT has excellent execution. 🕺🏻 🤔- $LRCX , $TSM , $ASML , $NVDA If you enjoy pls❤️and Repost♻️.
Image from NickeNumbers (@NickeNumbers)
Image from NickeNumbers (@NickeNumbers)
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Brilliant conversation @yminsky !💡 Is the AI Singularity Coming? | Jane Street AI Panel Tks @JaneStreetGroup youtu.be/IlgvRtTwaUs?si=7E_W…
Is the AI Singularity Coming? | Jane Street AI Panel

Is the AI Singularity Coming? | Jane Street AI Panel

In 2011, before it was cool, Jane Street invited a couple leading t...

youtube.com
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NickeNumbers retweeted
The Circuit (@T_h_e_Circuit) profile picture
The Circuit
@T_h_e_CircuitNov 10
Even Jay thought last week's semiconductor selloff looked overdone. He weighs the market's reaction against healthy order books and hyperscaler spending plans, and explains why sentiment can turn before the business evidence does.
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Revenue for 10/26 #TSMC 🤩 $TSM Revenue for 10/26 up 15% vs 9/26 and UP🔼 60% vs 10/25. Do you see a trend yet?? 🤔Positive for- $NVDA , $AMAT , $LRCX , $ASML If you enjoy pls❤️and Repost♻️.
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NickeNumbers retweeted
Alexandr Wang (@alexandr_wang) profile picture
Alexandr Wang
@alexandr_wangNov 7
"god when is meta ever going to launch muse voice they announced it forever ago" muse:
🤖 Made with AI
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Revenue by Region/Quarter for @Cloudflare and count of Customers > $100,000 Annualized Revenue Long $NET APAC & Other are bulking up 🤩 Lets Gooo!! 🤔- $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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Outstanding!
Puru Saxena (@saxena_puru) profile picturePuru Saxena
@saxena_puruOct 27
Cybersecurity in the Agentic Era Mythos, then Hugging Face and now PHP Our new note explores AI's impact on cybersecurity, read below👇 alphatarget.com/insights/cyb…
Cybersecurity in the Agentic Era

Cybersecurity in the Agentic Era

Introduction “The front that we’ll probably see most dramatically in the next year is cyber-attacks, because there’s a known business model where you threaten to do something and ask somebody to pay...

alphatarget.com
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Segment Revenue by calendar Qtr for Eagle Materials🦅 with net profit margin. Comps- $VMC , $MLM , $AMRZ $EXP capital allocation motion is excellent 👏👍 If you enjoy pls❤️and Repost.
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Quarterly Revenue by Product & Geography for @Apple Nice growth in all geographies for $AAPL 🤔- $TSM , $META , $GOOG If you enjoy pls❤️and Repost♻️.
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Image from NickeNumbers (@NickeNumbers)
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Quarterly Revenue by Segment, Net Income Margin & Payers for Match Group, Parent of @Tinder & @hinge $MTCH stable revenue and margin. 😊 🤔- $GRND , $BMBL , $META If you enjoy pls❤️and Repost♻️.
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Image from NickeNumbers (@NickeNumbers)
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Quarterly Revenue by Segment for @amazon with Net Income Margin + Operating Income by Segment! $AMZN growing 12% YoY on a huge revenue base. 🤔 $WMT , $COST , $AMZN , $MSFT , $GOOG If you enjoy pls❤️and Repost♻️.
Image from NickeNumbers (@NickeNumbers)
Image from NickeNumbers (@NickeNumbers)
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Quarterly Revenue by Segment and Net Income Margin for @Microsoft Large🐘 $MSFT is scaling 👆🏿Margins are delicious. 🤔 $AMZN , $MSFT , $GOOG , $NVDA , $META If you enjoy pls❤️and Repost ♻️.
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Quarterly Revenue by Segment and Net Income Margin + Operating Income for @Google $GOOG is impressive!🤯 🤔- $AMZN , $MSFT , $NVDA , $META , $ORCL If you enjoy pls❤️and Repost♻️.
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Image from NickeNumbers (@NickeNumbers)
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Trended Quarterly Revenue by Product Type for @SKhynix .. Beautiful. Happy to watch $SKHY scale! 🤯! 🤔- $MU , $LRCX , $NVDA , $AMAT , $TSM , $AMD , $ASML If you enjoy pls❤️and Repost♻️.
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10/26 newsletter- $AMZN Hyperscale demand is strong, Never underestimate a person who overestimates themself, more 👉🏽nickenumbers.substack.com/p/… Pls❤️and Repost♻️
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Quarterly Revenue by Segment for @TXInstruments The OGs $TXN continue to show signs of recovery in revenue and margin.✊🏾 🤔- $TXN , $ADI , $TSM , $MU , $AVGO , $AMAT , $LRCX If you enjoy pls❤️and Repost♻️.
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Revenue by Quarter for @Meta with Net Income Margin. $META is amazing. 🎉🥳🪩🍾 🤔- $GOOG , $MSFT , $AMZN , $NVDA If you enjoy pls❤️and Repost♻️.
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