$NET CEO Matthew Prince 🌥: "If you look at just traffic from Google, 10 years ago, for every 2 pages, Google crawled, they sent you 1 visitor. 6 months ago, that was up to 6:1....now it's up to 15:1, 15 crawls for every one visitor...OpenAI..25:1, anthropic,...6,000:1"

Earnings next week: $AVGO $DOCU $LULU $DLTR $PVH $CIEN $CBRL $NIO $SIG $SPWH $GEF $THO $DLTH $LE $VSCO $CPB $SAIC $CRDO $DG $OLLI $DCI $CTRN $FERG $CRWD $HPE $BASE $HQY $GWRE $YEXT $ASAN $REVG $GCO $CXM $WBS $VBNK $MDB $FIVE $PL $CHPT $VRNT $TLYS $DSGX $ALOT $WDH $TTC $WOOF

$TSM TSMC CEO: "If demand drops, TSMC's business could be affected. But I can assure you that AI demand has always been very strong and it's consistently outpacing supply."

$PYPL

Dollar General double beat + raises FY guidance "This updated guidance assumes the Company will be able to mitigate a significant portion of the potential impact to its cost of goods from tariffs at currently implemented rates." $DG: +11% Pre-Market

Ollie’s Bargain Outlet CEO: "We had a strong first quarter, highlighted by accelerated store growth and better than expected sales and earnings," $OLLI: -2% Pre-Market

Hims & Hers to acquire European digital health platform ZAVA CEO: "By leveraging ZAVA's established European presence, cutting-edge technology, & deep customer understanding, we're poised to fundamentally transform access to care for millions across Europe# $HIMS: +5.6% PM

$META signs 20-year deal with Constellation to power its Midwest operations with 1,121 MW of nuclear energy "...[ $META] figured out that supporting the relicensing and expansion of existing plants is just as impactful as finding new sources of energy." $CEG

An analyst on a Texas Instruments conference call jokes about its brand perception in China: " There's been more of a push from the Chinese customers to use more local supply...,it has Texas right in the name. I always wonder if that causes an issue" $TXN

Former $MSFT CEO Steve Ballmer on how Clippers is similar to Microsoft: "The business is just like Microsoft. We sell both advertising — that's called sponsorship — & we sell tickets—that’s like software licenses. And we have an OEM business — that’s called broadcast revenue."

$UBER CPO: "If we are going to go dogfood and experience this pain and you’re going to document it—what’s next? You have to ship. And you can’t just admire the problem. You have to move fast. Once you know something is a good idea, cycle time matters. That’s why ship, ship, ship

OpenAI COO: OpenAI's $200 pricing experiment pays off as power users show willingness to pay for intensity. "If you look at the distribution of use of ChatGPT users, it is highly, there's an extreme power law at work. So if you look at the far right side of that graph, there's a

$WFC

CrowdStrike misses on revenues, beats on EPS CEO: "We started the fiscal year with record Q1 large deal & MSSP momentum alongside sustained 97% gross retention and consistently strong net retention" $CRWD: -7% AH

Asana double beat CEO: "Just months after launching AI Studio, we’ve already crossed $1 million in ARR and head into Q2 with a robust, rapidly growing global pipeline." $ASAN: -6% AH

Hewlett-Packard Enterprise CEO: "We delivered a solid performance." $HPE: +3% AH

Dollar General CEO: "Importantly, we have successfully reduced our China exposure to less than 70% of our direct imports, and we estimate less than 40% of our indirect imports are sourced from China." $DG

$UBER CEO: "At the same time, because we’re becoming more and more of an everyday use case — the frequency of our average user is six times a month and it continues to increase — we can create our own local agents. "

$AMZN CFO: "“In 2024, we invested approximately $78B in capital expenditures, which was up roughly $30B from 2023. That incremental $30B primarily went into building out technology infrastructure to support generative AI services — things like data centers, custom silicon, and