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NickeNumbers

@NickeNumbers

Investor, Former CFO, Math Fan. Not trying to be smart, working to not be too stupid🗞️👉https://xitter.gq/t.co/HmooOp3MS1 Not investment advice. Do your own DD.

 Virginia, USA
nickenumbers.substack.com/
Joined November 2019
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  • Followers339
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10/26 newsletter- $AMZN Hyperscale demand is strong, Never underestimate a person who overestimates themself, more 👉🏽nickenumbers.substack.com/p/… Pls❤️and Repost♻️
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NickeNumbers retweeted
Alexandr Wang (@alexandr_wang) profile picture
Alexandr Wang
@alexandr_wangNov 7
"god when is meta ever going to launch muse voice they announced it forever ago" muse:
🤖 Made with AI
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Revenue by Region/Quarter for @Cloudflare and count of Customers > $100,000 Annualized Revenue Long $NET APAC & Other are bulking up 🤩 Lets Gooo!! 🤔- $CRWD , $PANW , $ZS , $AKAM If you enjoy pls❤️and Repost♻️.
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Revenue by Quarter for @Cloudflare with Operating Cash flow. Beautiful trend & solid execution Long $NET 🫡 🤔- $CRWD , $PANW , $ZS , $AKAM If you enjoy pls❤️and Repost♻️.
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Outstanding!
Puru Saxena (@saxena_puru) profile picturePuru Saxena
@saxena_puruOct 27
Cybersecurity in the Agentic Era Mythos, then Hugging Face and now PHP Our new note explores AI's impact on cybersecurity, read below👇 alphatarget.com/insights/cyb…
Cybersecurity in the Agentic Era

Cybersecurity in the Agentic Era

Introduction “The front that we’ll probably see most dramatically in the next year is cyber-attacks, because there’s a known business model where you threaten to do something and ask somebody to pay...

alphatarget.com
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Segment Revenue by calendar Qtr for Eagle Materials🦅 with net profit margin. Comps- $VMC , $MLM , $AMRZ $EXP capital allocation motion is excellent 👏👍 If you enjoy pls❤️and Repost.
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Quarterly Revenue by Product & Geography for @Apple Nice growth in all geographies for $AAPL 🤔- $TSM , $META , $GOOG If you enjoy pls❤️and Repost♻️.
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Quarterly Revenue by Segment, Net Income Margin & Payers for Match Group, Parent of @Tinder & @hinge $MTCH stable revenue and margin. 😊 🤔- $GRND , $BMBL , $META If you enjoy pls❤️and Repost♻️.
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Image from NickeNumbers (@NickeNumbers)
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Quarterly Revenue by Segment for @amazon with Net Income Margin + Operating Income by Segment! $AMZN growing 12% YoY on a huge revenue base. 🤔 $WMT , $COST , $AMZN , $MSFT , $GOOG If you enjoy pls❤️and Repost♻️.
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Quarterly Revenue by Segment and Net Income Margin for @Microsoft Large🐘 $MSFT is scaling 👆🏿Margins are delicious. 🤔 $AMZN , $MSFT , $GOOG , $NVDA , $META If you enjoy pls❤️and Repost ♻️.
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Quarterly Revenue by Segment and Net Income Margin + Operating Income for @Google $GOOG is impressive!🤯 🤔- $AMZN , $MSFT , $NVDA , $META , $ORCL If you enjoy pls❤️and Repost♻️.
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Image from NickeNumbers (@NickeNumbers)
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Trended Quarterly Revenue by Product Type for @SKhynix .. Beautiful. Happy to watch $SKHY scale! 🤯! 🤔- $MU , $LRCX , $NVDA , $AMAT , $TSM , $AMD , $ASML If you enjoy pls❤️and Repost♻️.
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Quarterly Revenue by Segment for @TXInstruments The OGs $TXN continue to show signs of recovery in revenue and margin.✊🏾 🤔- $TXN , $ADI , $TSM , $MU , $AVGO , $AMAT , $LRCX If you enjoy pls❤️and Repost♻️.
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Revenue by Quarter for @Meta with Net Income Margin. $META is amazing. 🎉🥳🪩🍾 🤔- $GOOG , $MSFT , $AMZN , $NVDA If you enjoy pls❤️and Repost♻️.
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Revenue by Geography for @LamResearch Revenue source this q for $LRCX , and China is up. 🤔- $LRCX , $NVDA , $AMAT , $TSM , $AMD , $TXN If you enjoy pls❤️and Repost♻️.
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Revenue by Qtr for @LamResearch with net profit margin. $LRCX revenue & margins look excellent. 🤔- $NVDA , $AMAT , $TSM , $ASML If you enjoy pls❤️and Repost♻️.
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Quarterly Revenue by Geography for #TSMC after the earnings print 🗞️. $TSM revenue from N. America strong, China less. 🤔- $NVDA , $AMAT , $LRCX , $AAPL , $INTC , $MU If you enjoy pls❤️and Repost♻️.
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Revenue by Qtr for #TSMC with net profit margin after earnings 🗞️. Q3 Rev up 41% YoY. $TSM excellent execution continues. 🤔- $NVDA , $AMAT , $LRCX , $AAPL , $INTC If you enjoy pls❤️and Repost♻️.
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Quarterly Revenue by Geography for @ASMLcompany after the earnings print 🗞️. $ASML Korea, Taiwan, China and USA revenue this quarter👍🏻. 🤔- $NVDA , $AMAT , $LRCX , $TSM If you enjoy pls❤️and Repost♻️.
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Credit trends and ROTCE for @BankofAmerica through today's earning print 🗞️. 🤔- $BAC , $WFC , $JPM If you enjoy pls❤️and Repost♻️.
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