178 Photos and videos
Our #CEO leaked our #NVDA predictions:
1. Q4 Data Center: $35.22B
2. Q4 Revenue: $39.28B
3. Q1 26 Revenue Guide: $42.5B ± 2%
Internet do your thing.
#earnings #NVDA
26 Feb 2025
It's @nvidia Earnings Day. If you know anyone in VC, Wall St, Tech, or hardware, they're nervous today. Don't contact them, just give them our predictions:
1. Q4 Data Center: $35.22B
2. Q4 Revenue: $39.28B
3. Q1 26 Revenue Guide: $42.5B ± 2%
#NVDA #Earnings #Nvidia #Ubineer
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Yesterday our team saw what the market missed on @Broadcom $AVGO and we shared it with our clients... today you get the chance to read it.
Jun 4
Yesterday our team shared an interesting note on $AVGO , describing their Gross margin issues and capacity issues. We also discussed the strength the company is seeing. To read more please see first comment.
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Ubineer retweeted
Jun 4
Yesterday our team shared an interesting note on $AVGO , describing their Gross margin issues and capacity issues. We also discussed the strength the company is seeing. To read more please see first comment.
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Our AI predicted @Meta ( $META ) Q2 guidance with 0.00% error for two out of the last three quarters. Here's how and what else we achieved this quarter:
Our AI Prediction for Meta’s Q2 Revenue Guidance was $59.5 billion the exact actual midpoint issued by the management team.
ALT https://www.ubineer.com/ubineer-predictions-meta-q1-2026-vs-actuals-another-case-study
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Want to view the full article or climb to the top:
ubineer.com/ubineer-predicti…
x.com/ubineer/status/2054318…
Our AI predicted @Meta ( $META ) Q2 guidance with 0.00% error for two out of the last three quarters. Here's how and what else we achieved this quarter:
Our AI Prediction for Meta’s Q2 Revenue Guidance was $59.5 billion the exact actual midpoint issued by the management team.
ALT https://www.ubineer.com/ubineer-predictions-meta-q1-2026-vs-actuals-another-case-study
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Last week, we welcomed Andi Kerenxhi of @Ubineer for CAPIS’ Monthly Research Briefing, where he shared insights on AI-driven CapEx, Big Tech earnings drivers and NVIDIA’s role in the evolving market.
Read the full recap: capis.com/capis-march-2026-r…
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TOMORROW at 10:00 AM CT / 11:00 AM ET: Andi Kerenxhi of @Ubineer will share insights on AI-driven investment strategies during the March edition of CAPIS’ Monthly Research Briefing. Don’t miss it—register now: capis.zoom.us/webinar/regist…
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Ubineer retweeted
Mar 18
On Thursday, March 26: Join us at 10:00 AM CT / 11:00 AM ET as we welcome Andi Kerenxhi (@UbineerAndi) of @Ubineer for the latest installment of CAPIS’ Monthly Research Briefing, who will share insights on AI-driven investment strategies.
Register now: capis.zoom.us/webinar/regist…
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Last week, we welcomed Andi Kerenxhi of @Ubineer for CAPIS’ Monthly Research Briefing, where he shared insights on how AI is reshaping capital allocation, growth trajectories and market expectations for mega-cap stocks.
Read the full recap: capis.com/september-2025-meg…
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This was fun! @ubineer 💜 @capisinc
#ubineer #CAPIS #fundamental #analysis #AI #approach #capex #cycle
Last week, we welcomed Andi Kerenxhi of @Ubineer for CAPIS’ Monthly Research Briefing, where he shared insights on how AI is reshaping capital allocation, growth trajectories and market expectations for mega-cap stocks.
Read the full recap: capis.com/september-2025-meg…
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Our CEO (@UbineerAndi) will have a conversation with @capisinc on September 25th. Details bellow. 👇
#investing #AI #insights #capis #ubineer
On Thursday, September 25: Join us at 10:00 AM CT / 11:00 AM ET as we welcome Andi Kerenxhi of @Ubineer for the latest installment of CAPIS’ Monthly Research Briefing, who will share insights on AI-driven investment strategies.
Register now: capis.zoom.us/webinar/regist…
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@ubineer Layers seen in the wild, this time next to @satyanadella saying I am good for $80B.
#stocks #CAPEX #Earnings #MSFT
30 Apr 2025
What if $MSFT FY26 CAPEX is much lower than $80B? What happens to the stock?
All you have to look is how much RPO bookings on a YoY basis MSFT has booked.
#MSFT #Earnings #EarningsSeason
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Ubineer retweeted
30 Apr 2025
What if $MSFT FY26 CAPEX is much lower than $80B? What happens to the stock?
All you have to look is how much RPO bookings on a YoY basis MSFT has booked.
#MSFT #Earnings #EarningsSeason
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Ubineer retweeted
26 Feb 2025
It's @nvidia Earnings Day. If you know anyone in VC, Wall St, Tech, or hardware, they're nervous today. Don't contact them, just give them our predictions:
1. Q4 Data Center: $35.22B
2. Q4 Revenue: $39.28B
3. Q1 26 Revenue Guide: $42.5B ± 2%
#NVDA #Earnings #Nvidia #Ubineer
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