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Rubrik $RBRK Quick Pitch Why I'm buying shares in this future cyber resilience leader. Read the full article 👇
Is $DUOL Really at Risk of Being Disrupted by AI? Duolingo is down 19.2% over the past 6 months, while the S&P 500 is up 4.8%. Should you sell or hold now? Let’s examine the valuation, revenue growth rate by segments, key metrics, profitability, and expenses. A short 🧵👇
The cybersecurity market is estimated at $201 billion today and expected to grow to $309 billion by 2029, according to Gartner. Here’s an overview of key players – including $CRWD, $PANW, $MSFT, $ZS, $NET, $S, $RBRK, and $DDOG. H/t @IvanaSpear
Hey folks, $RBRK Rubrik is heating up! A booming 2.2M+ volume & a stellar 227% rise. Interested yet? #StockMarket 📈🚀 Heating Up: Rubrik Symbol: $RBRK Price: 84.45 Volume: 2,237,981 % Up: 227%
Cloud Giants Update: AWS (Amazon): $123B run rate growing 17% YoY (last Q grew 17%) Azure (Microsoft): ~$86B run rate (estimate) growing 39% YoY (last Q grew 35%) Google Cloud (includes GSuite): $54B run rate growing 32% YoY (last Q grew 28%, neither are cc)
$FICO stock in its second-largest drawdown in the past decade, down -41% from its highs $FICO trades at ~41x NTM earnings estimates & offers a ~2.5% NTM free cash flow yield Given its growth prospects, among other things, $FICO now trades in an attractive valuation range
Know the Moat 🏰: Fair Isaac $FICO It doesn’t make headlines, but it quietly powers much of the credit economy. High switching costs, a trusted brand, and proprietary data give it a durable moat. Q3 2025: +34% YoY growth in B2B scores +20% total revenue +Raised guidance…
🔻 $FICO shares down sharply post-Q3 earnings ➤ Price drops 10.3%, confirming bearish momentum ➤ Relative volume at 2.59 signals active selling pressure ➤ Despite 46.6% EPS and 19.8% sales growth, market rotates away ➤ Institutional interest steady with 2345 funds, but just…
As earnings season ramps up, next week is packed with scheduled reports 🗓️ Let’s dive into the earnings expectations, valuations, & business segments for 10 standout quality stocks Food for thought over the weekend🧵
$NVDA TO RESUME H20 SALES IN CHINA WITH NEW FULLY COMPLIANT GPU
AWS unveils Bedrock AgentCore preview for building multi-step task agents using rival AI models & open-source tools. Led by Swami Sivasubramanian, AWS aims to dominate the agent market, leveraging its cloud playbook. $AMZN #AWS #AI #CloudComputing
$META Zuck laser focused. Gathering best AI talent and now saying $META will have the greatest compute per researcher. These words are screaming Zuck isn’t finished recruiting yet. “We have the capital from our business to do this”.
The TSA has posted that a Costco, $COST, membership card is not an acceptable real ID
$PLTR | Palantir CEO Karp says AI is dangerous and ‘either we win or China will win’
Duolingo, $DUOL, CEO says AI is a better teacher than humans—but schools will still exist ‘because you still need childcare’
BREAKING: The Trump administration is collecting data on all Americans, and they are using Palantir, $PLTR, to do it, per NYT
IF YOU ARE WONDERING WHY STOCKS JUST TOOK A DUMP IT COULD BE BECAUSE JPMORGAN CEO JAMIE DIMON JUST SAID: - The Fed Is right to wait on cutting rates - You are going to see a crack in the bond market, it is going to happen - We will not panic when the bond market breaks, we’ll…
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