To je síla.

🚨 Now, the newly appointed CFO of Evolution, Joakim Andersson, has joined in - acquiring 100,000 options under the 2025/2028 program, investing around SEK 3 million. $EVO $EVVTY

Impressive that $EEFT's incremental EBIT margin has approximately doubled its actual EBIT margin for three straight quarters.

$EEFT Ren deal w/ top 3 US bank "it's a high-margin business because it's a software transaction" it's a big deal with a top-3 bank. Every other bank in the country has the same problem this bank had..and we're going to cross-sell the same solution to other banks as well ..."

Margins improving. Guidance raised. Next move confirms if it’s real accumulation. $PYPL

🧵Deep Dive: PayPal ( $PYPL) Priced like a melting ice cube. As if growth is over forever. I just bought. Here’s why the bear narrative for PayPal is wrong. 👇 A Thread. 🧵

$PYPL PayPal Bank makes a lot of sense when you think about it.

A few thoughts about PayPal, nearly 12 years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe, who gave me

Bitcoin has NEVER dropped below its electric cost. Current Electric Cost = $58,740

Talking about currency headwinds: "Net revenue growth at constant currency is estimated to be 4.9 percent." Reported net revenue: -3.7% $EVO.ST $EVO

The speed of AI replacing software jobs is simply breathtaking. Wait a minute…

Konečně trochu jiný pohled (studie) na Ai

AI jako výmluva pro vyhazov. Nyní je potřeba každý layoff kontrolovat, jestli je opravdu kvůli AI nebo jen neefektivite/neschopnosti manažera.

Be honest, is this relatable??

Has the SaaS-pocalypse just bottomed out?

Letos tedy bude na earnings nejpoužívanější fráze "headwinds due to supply chain disruptions".

$Grpn = buy

$ADBE ​A "dying business" looks different. Double beat on earnings. ​The "AI doom" narrative is invalid. Profesional creators I talk to test cheaper AI tools but stay with Adobe for precision, workflow & time efficiency. ​It's a pro platform offering full copyright indemnity.

A bit of a narrative violation, but software engineering job openings are ripping higher. Maybe AI will create more jobs after all, we just don’t know what they all are yet.

#Saas