Tom @ Apptopia @ApptopiaInsight
Mobile app data is real customer activity. I provide daily insights on the underlying business of public companies through @apptopia data. learn.apptopia.com/newsletter/ Boston, MA Joined June 2023-
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$HOOD has pulled back from its highs and earnings are in two weeks. Here is my earnings preview discussing 1Q24 and a small look into April data.
McTetoo @TetooMc48383
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17K Followers 9K Following Memes, Family Offices, Angel/LP 30+ @fi_dogs @uizard @teal_hq @eatpopchew @hyperwriteai @turingsaas @knowstartupss / sign up for my newsletter below 👇👇👇
ronnie @RonnieBateman5
294 Followers 1K Following I like buying things cheap and selling them at fair value. $META 2020-2024
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74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advice$PYPL just guided to slightly positive transaction margin dollar growth for the full year. Raised vs. 0% growth guided to last quarter. Great to hear.
Bristlemoon just published a deep dive (c.16k words) on $PINS. We detail the many changes to the platform that we believe will cause revenues and earnings to accelerate well-beyond sell-side numbers and management's 3-5 year targets:
Let's get the party started! I have just shared my first write-up on Malibu Boats Inc. (NYSE: MBUU). You can access the report and its accompanying model through the links below: • MBUU Write-Up: drive.google.com/file/d/10Sd6EL… • MBUU Model: docs.google.com/spreadsheets/d… (Download for full…
$META getting crushed 🤣 Don't mind me buying this dip
Successful investments routinely make investors wait through years-long periods of poor returns. The one ingredient they all have in common is powerful, profitable compounding. $SOFI has that. I'll be patient with the frustrating stock for as long as that remains the case.…
Netflix looking to LATAM for subscribers growth bloomberg.com/news/articles/…
Another triple beat for $SOFI. $580M of adjusted net revenue and $0.02 of EPS and guidance raise of both revenue and EBITDA. Full press release below investors.sofi.com/news/news-deta…
Someone said to post a selfie with the Mona Lisa to prove I was at the Louvre for SoFi earnings. Here you go
Snapshot of a rock-solid $SOFI Quarter: 🙂👍
$SE bank up close and personal in South-East Asia When it comes to due diligence, the Wolf of Harcourt Street leaves no stone unturned
People thinking $META can't monetize AI should go back & look at every single product in its history. They make sure products are great, scale them... & THEN they monetize like crazy. Every single product. Same playbook as always. Shouldn't be surprising. & to me... leaning…
I am making an article on $META given the recent developments and earnings (I am planning on finishing & publishing it over the weekend). But before that, here is a quick summary of my thoughts: 1. The investments in AI infrastructure and the investments that $META has made in…
@ApptopiaInsight Thank you for the insight Tom! Would love to see the 1Q preview for $hood if you can share. Thanks in advance
Zuck: "multi-year" investment cycle...will take several years...stock usually volatile during this stage of product rollouts...oof $META
If my largest holding is down 15% after an earnings report... You best believe I will not be ~magically disappearing~ for a few weeks. I will be here to talk through things... to calmly assess the data... to explain exactly where my conclusions come from. You have my word. 🙂
Dude Elon is absolutely CRUSHING this call $tsla I don't think he's been this on point with his communication of very big picture ideas in a while He did not come here to mess up today...he knows the street needed to hear real answers to hard questions He's delivering
Hard not to root for the insurgent out-hustling the big guys! The battle to be your personal AI is bigger than internet search. 🚀👊
We’re excited to announce that we’ve raised $62.7 million in a Series B1 funding led by Daniel Gross. The round also includes Stanley Druckenmiller, NVIDIA, Jeff Bezos, Tobi Lutke, Garry Tan, Andrej Karpathy, Dylan Field, Elad Gil, Nat Friedman, IVP, NEA, Jakob Uszkoreit, Naval…
Snapshot of another tough $ENPH quarter:
$TSLA earnings like this why I chose to DCA instead of trying to time the bottom.
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