The Transcript @TheTranscript_
We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam | thetranscript.substack.com/subscribe Joined October 2017-
Tweets29K
-
Followers89K
-
Following2K
-
Likes33K
The Transcript retweeted
$AVGO CEO Hock Tan to remain at Broadcom through at least 2030.: "The Board and I have agreed that I will continue as the CEO of Broadcom through 2030 at least. These are exciting times for Broadcom and I'm very enthusiastic to continue to drive value for our shareholders."
16
4
44
8K
1
Download Image
$PANW CEO this week: "The entire ad campaign was built using AI. We built one last year with Keanu Reeves over 6 months. We built this in 30 days...So we got it done in 30 days instead of 5 months, it cost us less than $100,000. The last one cost us millions of dollars"
The Transcript retweeted
CEOs in earnings calls:
$AVGO CEO: "Now let me give you more color on our XPU business which accelerated to 65% of our AI revenue this quarter. Demand for custom AI accelerators from our 3 customers continue to grow as each of them journeys at their own pace towards compute self-sufficiency."
$AVGO CEO on the new customer: "Last quarter, one of these prospects release production orders to Broadcom. And we have accordingly characterized them as a qualified customer for XPUs. And, in fact, has secured over $10 billion of orders of AI regs based on our XPUs. And…
$AVGO CEO on the new customer: "Last quarter, one of these prospects release production orders to Broadcom. And we have accordingly characterized them as a qualified customer for XPUs. And, in fact, has secured over $10 billion of orders of AI regs based on our XPUs. And…
$AVGO Broadcom CEO confirms $10B custom silicon order from unnamed AI customer (widely speculated to be OpenAI) "So a combination of increasing volumes from existing 3 customers and we moved through that very progressively and steadily and the addition of a fourth customer with…
The Transcript retweeted
Peak earnings season chaos. Kirk Materne of Evercore ISI was pulling double duty with Workday and Intuit reporting almost simultaneously. He accidentally asked his Workday question on Intuit’s call, tariffs with Europe and all. $INTU $WDAY
The Transcript retweeted
$INTC CFO: Intel must maintain 51% Foundry ownership for 5 years to avoid triggering U.S. government warrants.
$BKNG CEO on the MIT report: "...there's a lot of articles written recently about gen AI being applied in many organizations, but that the impact is really minimal or is unmeasurable. But I'm actually happy that we can point to a couple of areas where we can see real benefits"
$BKNG CEO on the MIT report: "...there's a lot of articles written recently about gen AI being applied in many organizations, but that the impact is really minimal or is unmeasurable. But I'm actually happy that we can point to a couple of areas where we can see real benefits" https://t.co/UF2sXM4PGo
On the MIT report: "Many of you are familiar with the MIT report that shows that order of 95% of these LLM projects run into a dead end & are unsuccessful. Our experience is that majority of our LLM deployments are successful across industries & across use cases" - $AI Founder
Maybe $LULU needs Sydney Sweeney
Maybe $LULU needs Sydney Sweeney https://t.co/YEClr9zLb8
Boardcom CFO: "Consolidated revenue grew 22% year-over-year to a record $16.0 billion. Adjusted EBITDA increased 30% year-over-year to $10.7 billion reflecting strong operating leverage. Free cash flow was a record $7.0 billion, up 47% year-over-year."
Samsara CEO: "Samsara had another strong quarter of durable and efficient growth, ending Q2 with $1.6B in ARR, +30% YoYwe’re seeing firsthand how the rise of the AI-driven economy is amplifying demand for our platform" $IOT: +7% AH
$LULU: - 13% AH
$LULU: - 13% AH https://t.co/eCvDx3QNAq
Broadcom CEO: "[We] achieved record third quarter revenue on continued strength in custom AI accelerators, NETWORKING & VMware.We expect growth in AI semiconductor revenue to accelerate to $6.2B in Q4, delivering 11 consecutive quarters of growth..." $AVGO: - 1% AH
Lulu lemon CEO: "While we continued to see positive momentum overall in our international regions in Q2 25, we were disappointed with our U.S. business results and aspects of our product execution" $LULU: - 12% AH
Wasteland Capital @ecommerceshares
119K Followers 392 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
Quartr @Quartr_App
107K Followers 589 Following Increasing efficiency and precision in qualitative public market research.
ValueStockGeek @ValueStockGeek
82K Followers 3K Following DIY value investor. Blog/podcast: https://t.co/afz9RYcUq6 The weird portfolio: https://t.co/rszz9xXkzZ
Mostly Borrowed Ideas @borrowed_ideas
143K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Gavin Baker @GavinSBaker
185K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Jerry Capital @JerryCap
52K Followers 611 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM a mutual friend to unblock.
Kaushik @Wiseman_Cap
104K Followers 880 Following Sharing For Informational Purpose Only | No Investment Advice | Subscribe for additional content |
Q-Cap @qcapital2020
63K Followers 1K Following • Familia • Grift Detective • No Investment Advice • Nothing to Sell • My Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
Leandro @Invesquotes
52K Followers 873 Following Equity Analyst researching high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. Spanish account: @InvEnCalidad
Alex Morris (TSOH Inv... @TSOH_Investing
62K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjen4 https://t.co/vVDDujA0IP
Thomas Chua @SteadyCompound
80K Followers 408 Following Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
Kantro @MichaelKantro
102K Followers 828 Following Chief Investment Strategist @Piper_Sandler. Ranked Wall Street's #1 Portfolio Strategist (II, '24). #HOPE. CFA. Girl dad. https://t.co/EBG0jU7WoE
Lawrence Hamtil @lhamtil
36K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Paul Enright @pmje73
21K Followers 194 Following
Prepared Remarks @P_Remarks
23K Followers 925 Following
Commonstock @JoinCommonstock
25K Followers 470 Following A community that amplifies insights from top investors, backed by the performance and portfolio in their linked brokerage accounts.
Bill Brewster @BillBrewsterTBB
51K Followers 2K Following “You get the bag and fumble it. I get the bag and flip it and tumble it.” Be curious, not judgmental. But also, be judgmental.
From Growth To Value @FromValue
113K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks Finding winners early. $SHOP $7.78, $NET $39, $CRWD $98 etc. I help you stay calm when everyone panics.
ZēN ✗ @zennotweets
461 Followers 5K Following #futures to #financialfreedom. part-time #tech nerd. dream bigger, try harder ⏰📈💰 $NQ $ES_F $GC $SI $SPY $QQQ Journal / Not FA
stock investor @stockinves4491
8 Followers 70 Following
GFY_Global @GFY_Global
115 Followers 976 Following
LeonaBoswell @B2dq1protETMD0
1 Followers 289 Following
Angege @Mezusa360
294 Followers 638 Following
Chen Itach @ChenItach
8 Followers 33 Following
Darl Darlisson @RupertDarlison
106 Followers 1K Following
Oana Iftemi @OIftemi
10 Followers 42 Following
Kunal Soni @ikunalsoni26
3 Followers 238 Following
שביט לוי @Shavit_24
18 Followers 243 Following
şarwan azad @sarwnazad
39 Followers 862 Following
ati3069 @ati3069
81 Followers 200 Following
GoldyTrader @GoldySetupTrade
32 Followers 87 Following
JSK @allgoodwhatever
69 Followers 205 Following One who sees inaction in action, and action in inaction is the one!
Maniya Patel @ManiyaPate15914
46 Followers 137 Following
" Call no man rabbi (... @37secretsbook
2K Followers 8K Following Welcome, I have been expecting you. I am seeking common and uncommon friends of God to join me in building The Greatest Brand of All Time. 🌹
jennifer anselmo @jlanselmo
5 Followers 153 Following
笑う達磨さん @koreki43831
10 Followers 110 Following 米国・日本・アジア（主に中印両国）・欧州中心に、世界の株価・通貨（レート）の観察、金融金利・経済政策、及び左記に関する様々な重要ニュース・関連情報の収集が目的のアカウントです。
KimberleyDorothy @6235KV9tGXJ8y
9 Followers 426 Following
r74tv7tqr07buwk @r74tv7tqr08338
84 Followers 503 Following
Jingjing Bao @bao_jingjing
82 Followers 412 Following Research-based instructional designer and learning experience designer
DDSLUNC💲 @DDSLUNC
3K Followers 556 Following I am an ordinary human being who works hard and invests to improve my life and the skills that were given to me. I believe in myself and I believe in thegoodnes
🌏 Preston Larson �... @insanelygreatpr
156 Followers 1K Following 📈Global Markets, 🪷 Spiritual Dynamics
Devon Hutchinson @qhnvw29433325
112 Followers 209 Following
Dennis Njoroge @_njoroge_dennis
2K Followers 6K Following Christian | Husband | Dad | Rubyist | InfoSec 🇮🇱🇺🇲🇰🇪
Shir Bukchin @Bu_Shir
5 Followers 135 Following
Harrison @H38Debere
305 Followers 419 Following Forex trader//graphics designer//professional risk taker //ict day trader
Lord Afghan @LordAfghan76180
0 Followers 2 Following
Elvan Önal @elvanoenal
46 Followers 149 Following
SBD @S1857043
14 Followers 148 Following
Lllll @XING_CHUI
2 Followers 171 Following
ליאור לזר @ly_lzr
0 Followers 3 Following
Dinesh @pdinesh1991
0 Followers 96 Following
roy linden @RoylindenLinden
2 Followers 100 Following
1Lot @WorkingToTrade
2 Followers 74 Following
Wasteland Capital @ecommerceshares
119K Followers 392 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
Quartr @Quartr_App
107K Followers 589 Following Increasing efficiency and precision in qualitative public market research.
Long Equity @long_equity
66K Followers 376 Following Concentrated Global Quality Growth | Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/O8Xi54ad01
ValueStockGeek @ValueStockGeek
82K Followers 3K Following DIY value investor. Blog/podcast: https://t.co/afz9RYcUq6 The weird portfolio: https://t.co/rszz9xXkzZ
Mostly Borrowed Ideas @borrowed_ideas
143K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Gavin Baker @GavinSBaker
185K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Idea Hive @ideahive
55K Followers 446 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks. Check out my blog here: https://t.co/ZptZfOvElj
Jerry Capital @JerryCap
52K Followers 611 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM a mutual friend to unblock.
Kaushik @Wiseman_Cap
104K Followers 880 Following Sharing For Informational Purpose Only | No Investment Advice | Subscribe for additional content |
Q-Cap @qcapital2020
63K Followers 1K Following • Familia • Grift Detective • No Investment Advice • Nothing to Sell • My Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
Leandro @Invesquotes
52K Followers 873 Following Equity Analyst researching high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. Spanish account: @InvEnCalidad
Pythia Capital, No Br... @PythiaR
63K Followers 905 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Alex Morris (TSOH Inv... @TSOH_Investing
62K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjen4 https://t.co/vVDDujA0IP
Daniel S. Loeb @DanielSLoeb1
162K Followers 1K Following Investor in public and private equity and credit securities. 🇺🇸🇺🇸🇺🇸
Thomas Chua @SteadyCompound
80K Followers 408 Following Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
MT Capital @MT_Capital1
21K Followers 1K Following 🇨🇦 | Engineer | Founder of MT Capital Research | Join 11K+ subscribers👇|
modest proposal @modestproposal1
117K Followers 845 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Kantro @MichaelKantro
102K Followers 828 Following Chief Investment Strategist @Piper_Sandler. Ranked Wall Street's #1 Portfolio Strategist (II, '24). #HOPE. CFA. Girl dad. https://t.co/EBG0jU7WoE
Lawrence Hamtil @lhamtil
36K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
The Economic Club of ... @EconClubNY
9K Followers 702 Following Brightest minds. Critical issues. Pressing questions. Celebrating 118 years.
Lorimer Ventures @LorimerVentures
1K Followers 1K Following Lorimer is a Brooklyn-based inception stage venture capital fund.
Baris Sanli @barissanli
15K Followers 3K Following Energy,commodities.RTs&likes are not endorsements.Tweets in personal capacity,not views of my employers.Hoca/üstad değil, geleceği bilmez https://t.co/ZZE6WTtrNQ
T.M. @McQ8129
186 Followers 444 Following Interested in global macro pieces. Philosophy. Research orientated, data driven, intuitive, psychological approach.
Ricky Sandler @rsandler21969
31K Followers 456 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Soulless Analyst @SoullessAnalyst
28K Followers 612 Following formerly infra/renewables PE. now private credit. retired
Clifford Asness @CliffordAsness
155K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
JohnDoeKnowsGuy @JohnDoeKnowsGuy
1K Followers 1K Following Linkin Bio: https://t.co/TUMyPRMXuu Bad Takes on tax, finance, and life.
Financial Spiderplant @FSPC113
2K Followers 2K Following Here to make financial literacy simple and fun. Sharing tips to grow your wealth (and maybe a dragon hoard or two). Let’s master money together!”
Matthew Taylor @MartEnterprises
4K Followers 2K Following @GrindHouseCap | Music | ITSM | FinTech | #RealEstate, #Crypto + #Stock Investor | If you wanna make some money💰DMs open, holla at me!
Oddbjørn Dybvad @oddbjorndybvad
2K Followers 346 Following CIO of REQ. Co-author of The Compounders with Kjetil Nyland and Adnan Hadziefendic. Searching for the strongest Acquisition-driven Compounders globally.
Quest for Yield @QuestforYield
647 Followers 2K Following Passionate about investing. All tweets are just opinions, not investment advice.
Gus - The Italian Inv... @fedex774
614 Followers 174 Following Just having fun with stocks trying to be a decent investor
Kaz Nejatian @CanadaKaz
34K Followers 2K Following Karma + Free Market. COO @Shopify. Canada lover. Mr. @CandiceMalcolm.
Austin Lyons @theaustinlyons
2K Followers 850 Following Trusted by tech industry leaders. Founder @chipstrat. Tech Analyst @creativestrat. MSEE + MBA.
Katie Roof @Katie_Roof
55K Followers 6K Following Deputy Bureau Chief for the venture capital section @theinformation. Ex Bloomberg, WSJ, TechCrunch
Rose Yao @dozenrose
4K Followers 208 Following Product leader in SF currently working on search @Google, previously Nest, Meta, startups
junkbondinvestor @junkbondinvest
36K Followers 979 Following Credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations. Contact: [email protected] Lots of satire.
Morgan Stanley @MorganStanley
729K Followers 219 Following Official account of Morgan Stanley. We provide a range of investment banking, securities, investment management & wealth management services worldwide.
Lân @MindfulDataPath
1K Followers 103 Following Husband and Father | Investor & Options Trader | Mindfulness Practitioner
TradingPulse X @TradingPulseX
230 Followers 331 Following L/S Equity Options. Momentum, Catalyst and Event driven Not financial advice
Ben Marrow @benmarrow
3K Followers 1K Following PhD in Financial Economics @UChicago. Marjorie Deane Fellow @TheEconomist. Formerly: @AQRCapital | @Yankees | @NewYorkFed | @Yale. Personal views
Hebbia @HebbiaAI
12K Followers 262 Following The AI platform for finance. Add the power of generative AI to your firm. Book a demo 👉
vlad shlong @schlonglonksi
42 Followers 71 Following opposit bbj. jacked. literate. handsome. KOd sludge with one punch. regular nose. good stonkman. has sex.
The Dutch Investors �... @DutchInvestors
3K Followers 526 Following We help you expand your investing universe by finding great, high-quality companies! We’ve helped 100+ investors making better informed decisions.
🚽 🤴(toiletking ... @toiletkingcap
3K Followers 2K Following Try and run a civilized society without a pressurized flush valve. I’ll wait. Nothing I post is advice on literally any subject
Thomas Braziel @ThomasBraziel
20K Followers 3K Following Savannah, GA | Son of BK Attorneys | Distressed & Crypto | @117Partners
Bullish Stock @Alerts_Bullish
811 Followers 105 Following Get powerful stock alerts before the big moves. Value, growth & dividend picks - trusted by 500+ investors. Books & strategies → https://t.co/OWfAlpp7tw
Don Graham @chknlvr8455
201 Followers 12 Following slowly going broke via $META stock buying addiction, *nothing i say is financial advice, just a dummy talking on the internet*
Dymaxion Capital @DymaxionAlpha
2K Followers 1K Following Thematic investor | Active trader | Dymaxion Alpha
Crossroads @Kross_Roads
25K Followers 374 Following Investment enthusiast and future PhD. Driven by faith, family, and the conviction that the best is yet to come. YouTube https://t.co/9XwcBEvrsj
Next 100 Baggers @Next100Baggers
12K Followers 89 Following Engineer & ex-commodity trader | Spotting 10–100X SMID caps before Wall St | Averaging 50% CAGR since ’12 | Free deep dives👇Opinions only. Not financial advice
Michael P Gibson @William_Blake
13K Followers 719 Following Student of Plato | cofounder 1517 Fund + Thiel Fellowship + Danneskjöld Shipping | author Paper Belt on Fire
Gothic Serpent 🏴�... @gothicserpentx
407 Followers 244 Following Game developer, horticulturalist and investor.
Daniel Pronk @PronkDaniel
13K Followers 217 Following 260,000 YT subscribers. Co-Founder of Stock Unlock #1 Best Seller on Amazon https://t.co/xvaMJJkGep
Cmoney @Cmoney365247
3K Followers 578 Following Not a financial advisor just a dope ass mod @Divine_IO invest at your own risk* trades are my opinion only. Co-Founder of the Lukai Stock Trading Master Class
ᶜʸᵇᵉʳˢᵉᶜ... @CyberSecurity__
405 Followers 411 Following cybersecurity, devsecops, orchestration. and sh*tpoaster, apparently.
nico @nicochristie
25K Followers 4K Following co-founder of @fundamental and founder / ceo of Shortcut.
The Compounding Torto... @CompTortoise
9K Followers 58 Following Quality growth investor │ Sharing in-depth reports on compounders │ Teaching our subscribers how to build a portfolio with high returns and low risk │ link👇
Marvin Labs @marvin_labs
284 Followers 486 Following AI-driven copilot focuses on helping analysts swiftly find relevant information in financial text, audio, and video. Trial for free today without signup 👇
Mr. VIX @yieldsearcher
11K Followers 2K Following fmr distressed credit analyst who loves macro and global affairs. NOT a flow guy, so NO trading/investment advice here. Korean American.
Karthik Hariharan @hkarthik
11K Followers 1K Following Engineering manager working in tech. Tweets about tech, politics, business, and the occasional shitpost.Trends for United States
194 B posts
68,9 B posts
54,4 B posts
66,1 B posts
74,7 B posts
228 B posts
184 B posts
40,8 B posts
55,5 B posts
7.841 posts
5.393 posts
5.323 posts
6.949 posts
24,3 B posts
5.122 posts
3.958 posts
129 B posts
5.863 posts
2.656 posts
4.033 posts
You might like
Michael Mauboussin
@mjmauboussin
149K Followers
Quartr
@Quartr_App
107K Followers
Long Equity
@long_equity
66K Followers
Sidecar Investor
@sidecarcap
25K Followers
Compounding Quality
@QCompounding
462K Followers
Christopher Bloomstra...
@ChrisBloomstran
121K Followers
Brandon Beylo
@marketplunger1
95K Followers
Wasteland Capital
@ecommerceshares
119K Followers
Kantro
@MichaelKantro
102K Followers
Fred Liu
@HaydenCapital
39K Followers
In Practise
@_inpractise
25K Followers
Finding Compounders
@F_Compounders
73K Followers
Daniel S. Loeb
@DanielSLoeb1
162K Followers
3Fourteen Research
@3F_Research
24K Followers
Andy Constan
@dampedspring
174K Followers