Snowflake $SNOW is currently up 14% after their Q2 report. We saw: 1) NRR increase to 125% 2) G&A expenses normalize, sending operating margins higher 3) Moderate increase in stock-based comp QoQ relative to the company's history Sales restructuring has proved efficient.

$MSFT $GOOGL $AMZN have deployed millions of AI agents. Specialized insurance policies written? Close to zero. Why this massive gap creates the next big infrastructure opportunity ⬇️

$NBIS Nebius, a name not included in this thread, just inked a $17.4B deal with Microsoft $MSFT. A name to watch.

Buffett’s bet on insurance could hold another one of his famous arbitrage plays. It’s not UnitedHealth $UNH (in this case). It’s Chubb $CB. Read more⬇️

On Running $ONON has been eating marketshare from Lululemon $LULU and Nike $NKE. This is a must read if looking to invest ⬇️

Arm $ARM is finally ready to capture the value they’ve created. Nvidia $NVDA, Amazon $AMZN, Google $GOOGL, and others all rely on Arm’s architecture… What happens when Arm starts designing their own chip(s)? Read why this will fill a massive value gap ⬇️

Arm $ARM “There is no one better to cook the recipe than the one who wrote it.”

Episode 1. The investor who sits across from $PLTR Alex Karp and $HOOD Vlad Tenev. The takes that move markets. Tomorrow, 9AM EST. 🎙️

Candid Voices: Episode 1… 30 minutes!

Tempus AI $TEM Quick Thoughts: The real value is in the applications. Amazon $AMZN, Google $GOOGL, and Meta $META created trillions while notably Cisco $CSCO laid the pipes. We're watching a similar story unfold with AI - not to suggest Nvidia $NVDA ends up like Cisco... Money