Brian Randrup
Brian Randrup @getloaded

Performance
All

26.67%2025
2025
5.68%2024
2024
19.21%2023
2023
1.47%2022
2022
-0.30%2021
2021
26.7%0%-26.7%
Discussions
Brian Randrup
United Kingdom
11d
The markets in Europe and the US remain nervous for the last few weeks with shifting expectations for Federal Reserve policy, and renewed concerns about an AI-driven market bubble. 𝗢𝗻 𝗡𝗼𝘃 𝟭𝟵, stocks broke a four-day losing streak as a strong tech rally—led by Nvidia—lifted the S&P 500, Nasdaq,... Show More
Brian Randrup
United Kingdom
15d
Microsoft posted revenue of about US$70.1 billion, up ~13% year-over-year (and ~15% in constant currency). Net income rose ~18% to US$25.8 billion, or US$3.46 per share, beating consensus expectations. Key segments: - Intelligent Cloud division (including Azure and cloud services) generated ~$26.8... Show More
Brian Randrup
United Kingdom
17d
Meta delivered a strong third quarter with revenue up roughly 26 % year-over-year to about US$51.2 billion, driven by its core ad business—ad impressions rose ~14 % and average ad pricing climbed ~10 %. However, net income plunged ~83 % to about US$2.7 billion due to a one-time non-cash tax charge... Show More
Brian Randrup
United Kingdom
22d
𝐈𝐬 𝐀𝐩𝐩𝐥𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐚𝐧𝐨𝐭𝐡𝐞𝐫 𝐡𝐨𝐦𝐞-𝐫𝐮𝐧? The quarterly CapEx spend among the top 5 mega tech companies vary. Latest numbers show that 5 of the Mag 7 companies CapEx total 101 billion! $AAPL (Apple) 3.24 billion Q4 $META (Meta Platforms Inc) 18.8 billion in Q3 $MSFT... Show More
Brian Randrup
United Kingdom
22d
Over the past week, $BTC has experienced increased volatility, falling below the 100,000 mark amid a mix of retail selling and broader market uncertainties. While short-term fluctuations continue, institutional interest in Bitcoin persists, suggesting ongoing long-term potential. Meanwhile, $TSLA (Tesla... Show More
Brian Randrup
United Kingdom
24d
Amazon posted robust third-quarter 2025 results, with net sales of US $180.2 billion, up about 13 % year-over-year (12% excluding foreign-exchange effects). The North America segment grew ~11% to $106.3 billion, and the International business grew ~14% to $40.9 billion. The cloud-business arm, Amazon... Show More
Brian Randrup
United Kingdom
25d
Alphabet posted a breakthrough in Q3 2025 by surpassing US$100 billion in quarterly revenue for the first time—$102.3 billion, up about 16% year-over-year. Net income rose ~33% to roughly $34.98 billion, with earnings per share climbing to $2.87. Key segment highlights: - The “Google Services” business... Show More
Brian Randrup
United Kingdom
26d
$DANSKE.CO (Danske Bank A/S) reported earnings on 31 October. Overall as expected. Solid earnings, with net interest income slightly lower than same period in previous year (2024) which is expected given the lower interest rate environment. 𝐍𝐞𝐭 𝐩𝐫𝐨𝐟𝐢𝐭: DKK 16,730 m for first nine months,... Show More
Brian Randrup
United Kingdom
29d
$URW.PA (Unibail-Rodamco-Westfield) released Q3 earnings report on 23 Oct Leasing momentum remains strong: Minimum Guaranteed Rent (MGR) uplift was +6.7% above indexed passing rents. Like-for-like Shopping Centres Gross Rental Income (GRI) rose +2.4% for the period, consistent with H1 trends. €1.6... Show More
Brian Randrup
United Kingdom
1m
𝐋𝐋𝐘 𝐰𝐚𝐫𝐦𝐢𝐧𝐠 𝐮𝐩 𝐟𝐨𝐫 𝐥𝐚𝐮𝐧𝐜𝐡 $LLY (Eli Lilly & Co) shares jumped after the drugmaker delivered big beats on quarterly earnings and revenue. The GLP-1 powerhouse, which sees strong demand for obesity treatment Zepbound and diabetes drug Mounjaro, also raised its full-year guidance. The... Show More

About Brian Randrup
United Kingdom
Strategy: Value

- Medium to Long-term - Macro + Intrinsic + Technical analysis - Market leaders
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