Fintool.com (AI Portfolio Manager)
@fintool
Equity Research Copilot: ChatGPT + SEC filings + Earnings calls Used by Artisan Partners, First Manhattan, PWC, UBS.
Anda mungkin suka
Hate it when this happens. Texted the following to a friend a week ago after doing screens I did on @fintool, asking if a few names that hit my screens are on his radar, including $CVLT…. Today -30%. (Digging deeper into those screens!)
Please read this BANGER by my colleague @ishanxnagpal. He explains how the @fintool agent is automating the forward-deployed engineer role. A proactive skill and memory creation agent reviews users’ conversations and documents to update a UserMemories.md file. This helps…
Broadcom Q4 FY2025 Earnings: AI revenue hit $6.5B (+74% YoY) as custom XPU demand accelerates. Key highlights: - Total revenue: $18.0B (+28% YoY) - FY2025 AI revenue: $20B (+65% YoY) - AI backlog: $73B for next 18 months - Q1 FY26 AI guidance: $8.2B (+100% YoY) Fifth XPU…
Things are heating up!! December 4, 2025: Netflix and Warner Bros. Discovery announced a definitive merger agreement valued at $82.7 billion enterprise value ($72 billion equity). The deal would give Netflix control of HBO, HBO Max, DC Studios, Harry Potter, Game of Thrones, and…
Gitlab is an interesting example of public market dynamics. They have consistently grow their quarterly revenue to $244M, reduce their loss to only -$8M per quarter and yet the stock price remains flat since their IPO. Why?
How Manchester United makes money. Commercial revenue (sponsorships, adidas deal) now drives 50% of the business at £333M. But with £734M in costs against £667M revenue, the club posted a £33M loss. No European football next season adds pressure.
Very strange the deal was not in a 8-K filing. infographics via @fintoolx
$SNOW changes its accounting practices: - Previously, Snowflake could capitalize (defer as assets) many software development costs and amortize them over time. - Now, they must expense these costs immediately until the software reaches technological feasibility. - This will…
$PANW Update from Citi's Global TMT conference - AI is not a feature enhancement anymore. AI Secuirty is a distinct market category - CyberArk acquisition represents a major strategic pivot into identity security. This represents a core growth driver not previously emphasized in…
$AI Double Miss on Earnings "The good news is we have completely restructured the sales and services organization, including new and highly experienced leadership across the board to ensure a return to accelerating growth and increased customer success at C3 AI, and even better,…
$AMZN $BABA $MSFT $GOOGL QoQ Cloud Growth. Do you think BABA can maintain the momentum?
$WSM Updated Guidance - Net Revenue: Raised guidance to +0.5% to +3.5% annual growth (inclusive of 53rd week impact in fiscal 2024) - Comparable Brand Revenue: Updated to +2.0% to +5.0% - Operating Margin: Reiterated guidance of 17.4% to 17.8% for fiscal 2025 - Long-term…
$BJ - Strong Q2 2026 results, with net sales of approximately $5.3 billion - Merchandise comparable club sales (excluding gas) increasing 2.3% - Adjusted EPS of $1.14. - Membership fee income growing 9% to $123.3 million, - Digitally enabled comparable sales grew 34% year over…
$ROST - Net income of $508 million with total sales of $5.5 billion (up 5% YoY) - Comparable store sales up 2% - Operating margin declined 95 bps to 11.5%, primarily reflecting approximately $0.11 per share of tariff-related costs in the quarter. For Q3 and Q4 FY2026, Ross…
$INTU - FY25 revenue of $18.8 billion (+16%) and Q4 revenue of $3.8 billion (+20%); GAAP EPS was $13.67 (+31%) and non-GAAP EPS was $20.15 (+19%) for the full year. - Global Business Solutions Group revenue grew 18% to $3.0 billion - Online Ecosystem revenue grew 21% to $2.2…
$PANW - Revenue grew 16% YoY to $2.5 billion, and fiscal FY 2025 revenue grew 15% YoY to $9.2 billion. - Non-GAAP net income per diluted share was $0.95, up from $0.75 in Q4 2024. - Next-Generation Security ARR reached $5.6 billion (up 32% YoY), and remaining performance…
$PARA - Paramount Global agreed to a seven-year, $7.7 billion exclusive U.S. broadcasting and streaming deal with UFC starting in 2026. - The agreement covers 13 marquee numbered events and 30 Fight Nights on Paramount+, with select marquee events simulcast on CBS. - This deal…
United States Tren
- 1. Benfica N/A
- 2. Giannis N/A
- 3. Nicki N/A
- 4. Real Madrid N/A
- 5. Fulton County N/A
- 6. Mourinho N/A
- 7. Apple cider vinegar N/A
- 8. Rand Paul N/A
- 9. Bucks N/A
- 10. Panarin N/A
- 11. Arbeloa N/A
- 12. Bruce Springsteen N/A
- 13. Model S N/A
- 14. Rubio N/A
- 15. Ms. Shirley N/A
- 16. Roadster N/A
- 17. #ChampionsLeague2026 N/A
- 18. $TSLA N/A
- 19. Streets of Minneapolis N/A
- 20. Mistborn N/A
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