Waymo could hit 8 million rides/week by 2030, per Bloomberg. That’s a 99% CAGR from today. $GOOGL $GOOG

AI chip demand is accelerating faster than expected. “The (2029) CAGR we previously announced is about mid-40s. It’s still – it’s a little bit better than that.” – C.C. Wei, TSMC CEO $TSM

Yesterday’s AWS outage revealed something bigger... Amazon’s dominance in cloud infrastructure. Market share Today: 1. Amazon Web Services (AWS): 30% 2. Microsoft Azure: 20% 3. Google Cloud: 13% 4. Alibaba Cloud: 4% $AMZN $MSFT $GOOGL $BABA

Are you buying this dip? Netflix fell 6% after hours – but the miss came from a $619M one-time tax charge, not the business. $NFLX

Tesla reports Q3 earnings today. EPS is down 52% YoY – can they reverse the trend? $TSLA

Netflix is an absolute free cash flow machine. "We now expect 2025 free cash flow of approximately $9B, up from our prior forecast of $8B-$8.5B." $NFLX

Analysts just raised their Google price targets. - Oppenheimer raised PT → $300 - BofA raised PT → $280 $GOOGL $GOOG

Vehicle deliveries are up QoQ – but still down YoY (-3.6%). Is this the first sign of a turnaround for Tesla? $TSLA

Amazon has earnings in one week. Analysts just updated their ratings: - Benchmark reiterates PT → $260 - Goldman raised PT → $275 $AMZN

UnitedHealth is up +30% in just three months. Are you buying this predictable, profitable, compounding machine? $UNH

Google could reach $520/share by 2030 if: 1. FCF/share compounds at a 10% CAGR. 2. FCF Yield holds around 1.7%. How are you not long Google? $GOOGL $GOOG

PayPal is down 65%, yet revenue is up $11B in five years. Value play or value trap? $PYPL

Netflix has compounded revenue across every region – year after year, quarter after quarter. Netflix is a global compounding machine. $NFLX

Analysts continue to turn more bullish on Google pre-earnings: - Raymond James raised PT → $275 - Stifel raised PT → $292 - Bernstein raised PT → $260 $GOOGL $GOOG

Analysts keep raising Amazon price targets ahead of Q3 earnings: - Stifel raises PT → $269 - Wedbush raises PT → $280 - Keybanc initiates a buy → $300 $AMZN

Why does a semiconductor company have better margins than the cloud? Microsoft – 36% Amazon – 11% Google – 29% Meta – 39% Nvidia – 57% $NVDA

Pershing Square CIO Ryan Israel says they bought Amazon at an “extremely attractive” valuation during the April dip. Bill Ackman now owns a 9% stake. That means Bill Ackman bought under a 30x P/E ratio. $AMZN

Microsoft’s revenue has compounded for nearly 40 years straight. “The big money is not in the buying and selling, but in the waiting.” – Charlie Munger $MSFT

Is SoFi the best fintech play on the market? "Given our strong first half of the year, for 2025, we now expect to add over 3 million members, which represents approximately 30% YoY growth." – Chris Lapointe, SoFi CFO $SOFI

Meta’s P/E multiple has been flat since early 2023. Meanwhile, EPS growth has been ~70% annually. Interesting... $META