Google and Microsoft now have a combined AI backlog of more than $1 Trillion - Google $GOOGL now has a $467.6 Billion revenue backlog up from $92.4B in the same quarter last year - Microsoft $MSFT now has a $633B revenue backlog up from $321B in the same quarter last year

$MSFT adding here😉

I'll buy Space X after 12 months.

$BABA long... I have added here and now I just sit on hands and wait.

$BIDU rinsen and repeat....

$NOW this will take some time, but it will be worth to wait/hold....

$CRM SalesForce - Simple ... all you need is money to buy stocks at great value/price and be patient long enough to see them rose to your target.

$ADBE -> BUY! Q2 Revenue - $6,62 mld. (Est. 6,42) 13 % YoY EPS - $5,96 (Est. $5,82) RPO - $22,3 mld (Est. $22,1) AI ARR - >$500 ml. ( 200 %) YoY Q3 * Sales $6.7B vs Est. $6.5B * EPS $6.08 vs Est. $5.77 FY 2026 * Sales $26.6B vs Est. $26.1B * EPS $24.40 vs Est. $23.56

$GTLB Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $264.2M (Est. $254.25M) 🟢; 23% YoY 🔹 Adj. EPS: $0.23 (Est. $0.21) 🟢 FY Guide: 🔹 Revenue: $1.112B-$1.118B (Est. $1.11B) 🟢 🔹 Non-GAAP Operating Income: $135M-$141M 🔹 Adj. EPS: $0.79-$0.82 (Est. $0.79) 🟡 Q2 Guide: 🔹 Revenue: $272M-$274M 🔹 Non-GAAP Operating Income: $30M-$32M 🔹 Adj. EPS: $0.17-$0.18 Other Metrics: 🔹 Customers >$5K ARR: 10,831; 7% YoY 🔹 Customers >$100K ARR: 1,519; 18% YoY 🔹 Dollar-Based Net Retention Rate: 117% 🔹 RPO: $1.1B; 18% YoY 🔹 cRPO: $724.1M; 24% YoY 🔹 Workforce Reduction: ~14%, or 350 team members 🔹 Country Exits: 22 countries 🔹 Expected Restructuring Charges: $30M-$35M Financials: 🔹 Non-GAAP Operating Margin: 14% 🔹 Operating Cash Flow: $149.2M 🔹 Adjusted FCF: $146.7M 🔹 Non-GAAP Gross Margin: 88% 🔹 Non-GAAP Operating Income: $37.5M 🔹 Non-GAAP Net Income: $39.0M Capital Return: 🔹 Buybacks: ~2.4M shares repurchased Commentary: 🔸 “The agentic era is creating structural tailwinds for GitLab, and Q1 showed it clearly with accelerating platform activity and promising traction from GitLab Duo Agent Platform.” 🔸 “GitLab is the only platform that spans the full software lifecycle with one control plane, one data model, and cloud and AI model neutrality.” 🔸 “Our team delivered a strong first quarter with 23% revenue growth and 2 points of operating margin expansion.”

$TUI update: According to plan... Now I just have to wait for price to reach 9

$SOFI update: I was hoping for a last dip to 14 to buy more, which not occured... nevermind.... I have accumualte a hefty postion, now all i need is momentum and some patience. Be aware... price needs to break above both white lines.... daily is still in downtrend....

$BTC As expected - if it looks like bear flag and feels like one, it probably is a BEAR flag. I give it a benefit of the doubt because 63.5k could hold and mark a double bottom, but I think price could go to 52k and we coudl even see some 4xxxx numeros. AI compute > BTC mining

RIP to those who hold 37M shares (3.3% of share float) in short position at $MU which is approx $3.3B And Micron is another 7% up in premarket.... crazy 🫣

Dneska jsme s @HlavackaMichal natočili takový krátký investiční freestyle, protože nás o to hodně sledujících a kopírovačů na etoro prosilo. Je to sice v angličtině, ale za to delší! Pokud vás to zajímá, odkaz je na obvyklém místě. 😎 #BezPaywallů buymeacoffee.com/smudla/poke…

Sheesh. $NVDA VR200 Bom Analysis from MS.

$KLAR Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.00B (Est $944.43M) 🟢; 44% YoY 🔹 EPS: $(0.01) (Est $(0.20)) 🟢 🔹 GMV: $33.7B; 33% YoY 🔹 Transaction Margin Dollars: $389M; 44% YoY 🔹 Adjusted Operating Profit: $68M vs $3M last year Q2'26 Guide: 🔹 Revenue: $960M-$1.00B (Est $1B) 🟡 🔹 GMV: $35.5B-$36.5B 🔹 Transaction Margin Dollars: $375M-$395M 🔹 Adjusted Operating Income: $30M-$50M Other Metrics: 🔹 Active Consumers: 119M; 21% YoY 🔹 Merchants: 1M ; 49% YoY 🔹 Klarna Card Active Users: 5M across 16 countries 🔹 Fair Financing GMV: 138% YoY 🔹 Provisions For Credit Losses: 0.55% of GMV 🔹 Revenue Per Employee: Nearly $1.4M Commentary: 🔸 “In Q1 we executed well across all the business, driving every line of our P&L and compounding growth across our global network.” 🔸 “Growing network. Same three products. Deeper consumer engagement.”

$FLNC update: Trade went a little downhill at first, but with an active approach, I managed to accumulate a hefty position. I took profit on 75% of my position after the open at $20 and have already bought back some shares at $16.70 in case we move higher in the coming days 😉

$FLNC pre-market 30% 🤑🥳