@NickeNumbers profile picture
NickeNumbers @NickeNumbers
Joined November 2019
  • Tweets 3,535
  • Following 173
  • Followers 351
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NickeNumbers@NickeNumbers
Jun 2
6/2 newsletter- $BRK.A , $LEN @NAHBhome Homebuilder Consolidation🏠💰, Types of Computer Memory, @USMC Rules 🪖🫡 👉🏽nickenumbers.substack.com/p/… Pls❤️and Repost♻️
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Metrics for @Lennar updated with today's earnings print 📰 $LEN revenue stable but profitability remains down. 🤔👷🏾‍♀️- $DHI , $LEN , $PHM , $GRBK , $TOL If you enjoy pls❤️and Repost♻️.
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Quarter Revenue by Segment for @Oracle with Net Income Margin. 21% YoY revenue growth $ORCL 🤔- $GOOG , $NVDA , $MSFT , $NVDA If you enjoy pls❤️and Repost♻️.
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Revenue for 5/26 #TSMC 🤩 $TSM Revenue for 5/26 up 2% vs 4/26 and UP🔼 30% vs 5/25. 🤔Positive for- $NVDA , $AMAT , $LRCX , $ASML If you enjoy pls❤️and Repost♻️.
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Revenue by Region/Quarter for @CrowdStrike , growth in all regions. Long $CRWD Ka-KAW! 🤩 🤔- $S , $ZS , $FTNT , $PANW If you enjoy pls❤️and Repost♻️.
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Quarterly Revenue for @Broadcom and NI Margins looks great🤩! $AVGO 's Hock Tan is outstanding! 🤔- $TSM , $NVDA , $GOOG , $MSFT , $AMZN , $META If you enjoy pls❤️and Repost♻️.
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Quarter Revenue for @CrowdStrike and Operating Cash Flow %. " Ka-KAA!! "🦅 $CRWD has excellent execution and they are scaling! 🤔- $S , $ZS , $FTNT , $PANW If you enjoy pls❤️and Repost♻️.
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Quarter Revenue for @Costco with stable-to-up NI Margin from the earnings print 🗞️. " $COST is really not a retailer. It is a buying agent on behalf of the customer." - @MohnishPabrai 🤔- $WMT , $AMZN If you enjoy pls❤️and Repost♻️.
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Quarterly Revenue from the earnings print 🗞️ for @MongoDB Decent revenue growth for $MDB 👍🏻 🤔- $SNOW , @databricks If you enjoy pls❤️and Repost♻️
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Quarterly Revenue for @SnowflakeDB , and operating cashflow Scaling☝🏾and accelerating! 🤔- $SNOW , $MDB , $AMZN , $MSFT , $GOOG If you enjoy pls❤️and Repost♻️.
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Number of customers is growing at @SnowflakeDB and they are sharing more data with each other. 42% are Data Sharing, up from 18% five years ago. 🤔- $MDB , $AMZN , $MSFT , $GOOG , $SNOW , @databricks If you enjoy pls❤️and Repost♻️.
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Metrics for @TollBrothers updated with today's earnings print 📰 Pretty good Quarter. 🤔👷🏾‍♀️- $TOL , $DHI , $LEN , $PHM , $GRBK If you enjoy pls❤️and Repost♻️.
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Revenue by Region/Quarter for @Nvidia USA is 78% of current quarter for $NVDA 🤔- $AMZN , $MSFT , $GOOG , $META , $ORCL , $TSM If you enjoy pls❤️and Repost♻️.
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Revenue by NEW segments for @Nvidia and OM. Excellent Q for $NVDA 🤔- $AMZN , $MSFT , $GOOG , $META , $ORCL , $TSM If you enjoy pls 💓and Repost♻️
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Quarter Revenue by Segment for @Walmart with net income margin after earnings print 🗞️ $WMT is growing Rev but a 42 PE is nonsense 🤺 🤔Positive for- $COST , $AMZN ? If you enjoy pls❤️and Repost♻️.
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Quarter Operating Cash Flow for @Walmart If cash is King 👑, then Cash Flow is QUEEN 👑. 🤔 $WMT , $COST , $AMZN ? If you enjoy pls❤️and Repost♻️.
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Quarterly Revenue by End Market for @ADI_News Decent Q for $ADI , and margins are improving. 🤔- $TXN , $TSM , $MU , $AVGO , $AMAT , $LRCX If you enjoy pls❤️and Repost♻️.
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NickeNumbers retweeted
Natalie F Danelishen
@Chesschick01
May 24
I always think of this quote on memorial weekend.
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Andrej Karpathy
@karpathy
May 19
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
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5/18 newsletter- $BRK.A BRK Meeting, @AnthropicAI 's CFO, M&A Circus 👉🏽nickenumbers.substack.com/p/… Pls❤️and Repost♻️
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