$META AI just unlocked their algorithm for Reels Ads.
Every ad is suddenly hyper-targeted, I actually bought something off of a reel for the first time.
Anyone else notice this shift? Conversions might just take off.
For $SOFI investors complaining about low EPS guidance just look at the $NU playbook.
Gives flexibility for aggressive long term investments to capture market share, profits will come.
Revenue and member growth is all that really all that matters in early growth stages.
Switching from Chat GPT to Llama 3.1 has cemented my belief that LLM’s are a commodity.
Don’t know why anyone would invest in Open AI at a $250 Billion+ valuation.
The underlying software that can operationalize LLM’s within the logic or your enterprise is the real value in AI
$SOFI $WF in 2020 Sofi accounted for 1% of all new checking accounts opened
in the first half of 2023 Sofi market share in new checking accounts opened jumped to 4% a +300% increase 📈
Wait until the 2nd half of 2023 DATA comes in 😈
FORBES article 👇
once again the stock…
Looking over $Hims Q2 Earnings:
The one negative no one is talking about is shares outstanding have drastically increased 12.65%.
In 2023 dilution was only ~3%
Berkshire has $277 billion in cash!
This statement proves nothing. It's a headline used only for clicks and shock value.
Any useful discussion on Berkshire's cash balance should be compared to Berkshire's market cap size, or book value size. When the $277 billion is compared…
When $HIMS went public in 2020, the company expected to reach $233M in revenue by 2022.
Revenue for that year ended up being $527M, a stunning 126% beat. 🤯
Shortly after, HIMS guided at least $1.2B in revenue and $100M in Adj. EBITDA for 2025.
That goal was then anticipated…
📲🚨MARK ZUCKERBERG ON THE FUTURE OF $META AI ADVERTISING :
“Advertisers will be able to simply provide an objective, a product, and a budget, and AI will generate personalized targeted ads”
How much could this enhance engagement and ad revenue for $META?
$SOFI is ramping credit cards, one of banking's most profitable areas!
"Our credit card business itself can be bigger than SoFi's entire business is today" - CEO Anthony Noto
Switching $SOFI debit card users to cc's over time will explode margins and profits.
I worked at Mercedes-Benz HQ at the beginning of my career. Because of that I am more and more convinced that none of the big automakers will survive the next 10 years. Not GM, not Ford, not Volkswagen. They all missed the boat on EVs and Fully Self Driving (FSD) Robotaxis. But…
We can build all the offers of $NOW on $PLTR Foundry, enhanced with advanced AI and LLM integrations, along with actionable features.
While ServiceNow is valued at $170 billion, Palantir is a $60 billion company.
This is just one example of what Foundry is capable of…
$Hims is down -6% today due to news of a potential GLP-1 drug from $RO.
The way traders think is beyond me, the drug is only in Phase 1, meaning it’s likely 5+ years from markets.
GLP-1’s aren’t part of my core $Hims thesis, nor the company’s 40%+ revenue guidance for 2024.
Should you invest at all-time highs?
S&P 500 average 3-year returns (since 1950):
-Investing at all-time highs only: 10.9%
-Investing all other days: 11.5%
Either way, it pays to stay invested
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