Rihard Jarc @RihardJarc

Investor & writer @uncoveralpha. Tweets are only opinions. Researching and sharing the findings of the technology sector in detail (+11k subscribers). uncoveralpha.com Joined January 2016

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Rihard Jarc @RihardJarc

2 days ago

Impressive quarter by $SNAP. Two things that stood out most to me: - 9M $SNAP+ subscribers (which means $0.5B annual revenue business) - 85% YoY growth in small and medium advertisers One of the main reasons that keeps me from investing is the CEO's super-voting rights and…

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Rihard Jarc @RihardJarc

2 days ago

$MSFT Azure up +31% YoY. All you need to know.

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Rihard Jarc @RihardJarc

3 days ago

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…

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Rihard Jarc @RihardJarc

3 days ago

The market reacting emotionally to short-term rounding number "misses" for the next quarter and a company investing to increase their moat is something I, as a long-term investor, will never get tired of, as it gives me a chance to add to my highest conviction positions. $META

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Rihard Jarc @RihardJarc

3 days ago

$META earnings are out: - Revenue $36.46B (up 27% YoY), estimates $36.12B - EPS $4.71, estimates $4.30 - Guidance for Q2 revenue $36.55-$39B, estimates $38.24B - Average Family DAU 3.24B up 7.3%, estimates 3.16B - Increases 2024 Capex to $35-$40B from $30B-$37B because of AI.

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Rihard Jarc @RihardJarc

4 days ago

Excited about the most important company in my portfolio reporting earnings today - $META. The company is positioned well to benefit in the long term: 1. Reels taking market share again and driving higher engagement. 2. WhatsApp monetization in its early innings. 3. Near term…

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Rihard Jarc @RihardJarc

5 days ago

$META just launched multi-modal AI on $META Ray-Ban Smart Glasses. Big feature IMO! The product looks like it found product-market fit and this will provide even more value.

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Rihard Jarc @RihardJarc

6 days ago

This right here might become very valuable down the line for $META. I would bet a big portion of the use-cases for Llama will be used from the hyperscalers offerings. The price for hyperscalers might be low right now, but if Llama becomes the standard, that might change.

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Rihard Jarc @RihardJarc

6 days ago

$META's Llama 3 release has put some pressure on OpenAI, as it has taken the current momentum. Sam Altman is often quoted as saying that momentum is key with a startup. Looking back at OpenAI's release, they often followed big releases by their competitors to regain momentum.

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Rihard Jarc @RihardJarc

a week ago

The interesting thing for me today is seeing $META release their LLM as an independent website. This to me is a signal that $META is not only thinking about using their AI in their product portfolio but also as a standalone service for which $META can down the road get a…

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Rihard Jarc @RihardJarc

a week ago

$META just released some new things: - Two small Llama 3 models (the larger, multimodal one being released in the coming months) - $META AI integrated into the search box of all of their assets (WA, IG, FB & Messenger) - Standalone website where you can get $META AI - $META AI…