๐จ โน๏ธ NVIDIAโs latest income statement isnโt just impressive, it is a clear testament to unmatched market leadership and operational excellence!
๐ Unprecedented Scale & Growth: Revenue reached $96.2B (+106% YoY), driven by massive, sustained demand for AI infrastructure.
๐ Elite Efficiency: A... Show More
Moderna +137% ๐๐ (woww)
Moderna just achieved a major milestone in the fight against cancer. ๐งฌ๐
Its personalized mRNA vaccine for melanoma successfully passed Phase 3, becoming the first treatment of its kind to achieve this milestone.
How does it work? ๐
๐งฌ It analyzes the specific mutations... Show More
๐ $NU (Nu Holdings Ltd.) just reported Q2 2026 results, and the numbers are impressive.
๐ Nubank continues to grow at an incredible pace:
โข ๐ฅ 139M customers, +74M in 4 years
โข ๐ฐ ARPAC of $17, +32% CAGR
โข ๐ Gross revenue of $5.9B, +39% YoY
โข ๐ฅ Net income of $1.06B, +67% YoY
โข ๐ ROE of 33%
โข โก... Show More
Amazon delivered another outstanding quarter. ๐
The highlight was clearly AWS, which grew 37% YoYโits fastest growth in 18 quartersโreaching a $169B annualized revenue run rate. AI demand continues to be a powerful growth driver.
Some key numbers:
๐ Revenue: $200.6B (+20% YoY)
๐ฐ Operating income:... Show More
Microsoft delivered another outstanding quarter, beating expectations across the board.
๐น Revenue: $90B (+18% YoY)
๐น EPS: $4.81 (+32% YoY), above expectations
๐น Microsoft Cloud: $59.3B (+27% YoY)
The biggest highlight was Azure, which surpassed $100B in annual revenue for the first time. At the... Show More
๐จ๐จ Alphabet continues to prove why it remains one of the core positions in my portfolio.
Another outstanding quarter:
๐ EPS: $9.11 vs $2.91 expected (+213% surprise)
๐ฐ Revenue: $119.8B vs $117.0B expected
๐ Revenue up 24% YoY
๐ EPS up 294% YoY
AI investments are translating into strong financial... Show More
๐ฎ Mid-Year Review: What to Expect for H2 2026? ๐
As we wrap up the first half of 2026, the data paints an incredibly fascinating picture of the market. The tech sector ($XLK) is banking an impressive ~28% gain year-to-date, driven by a sharp V-shaped recovery from the March lows triggered by geopolitical... Show More
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Mon Oct 05 2026 15:29:18 GMT+0000 (Coordinated Universal Time)