Tech | Finance | & The LAW. | Stock picker |The money has already been printed , I intend to be at the table when it is shared
Global
Joined February 2024
- Tweets2K
- Following400
- Followers5.8K
- Likes1.7K
Afrovestor retweeted
I don’t know if those who are categorical that there can be no miracles in elections are following the happenings in Serbia and Brazil. Im super encouraged for 2027 because we in Kenya pray to the same God. Inshallah we get ours too.
Afrovestor retweeted
Serbian students overthrowing Vučić is an extraordinary achievement.
In 2024, they began protesting. In 2025, they transformed a protest movement into civil dissidence. In 2026, they became a political party — and 2 months later, crushed a corrupt state-entrenched authoritarian.
Afrovestor retweeted
"Zionism is racism, like slavery there is no good version of the project"
- Ta-Nehisi Coates
Afrovestor retweeted
World-leading cardiac surgeon Asif Hasan was surrounded by the children who received the gift of life thanks to his unerring skills at the emotional climax of another memorable Pride of Britain ceremony. 🥹
Now 70 years old, Mr Hasan has just retired after 35 years of service at the Freeman Hospital in Newcastle upon Tyne, but just after receiving his Lifetime Achievement Award, he had an extra special surprise: a cast of patients who would not be alive without him. ❤️
Afrovestor retweeted
Kenya: The Department of State increased its Travel Advisory for Kenya from Level 2 (Exercise Increased Caution) to Level 3 (Reconsider Travel). American travelers can review the entire Travel Advisory at travel.state.gov/en/internat…
ALT Travel Advisory Level 3 - Reconsider Travel - Kenya. travel.state.gov/destination
Afrovestor retweeted
$TSM Interesting things we noted in the TSMC Q3 2026 Earnings:
— 2nm revenue share rose to 8% from 3% QoQ, with the ramp-up weighing on gross margins, down 1.3pp to 66.4%.
— HPC accounted for 68% of revenue, up from 57% YoY, while smartphones declined to 21% from 30%.
— Free cash flow increased 66% QoQ to NT$476.6B.
— CapEx reached US$40.6B YTD, including US$13.8B in Q3.
— Net cash reserves increased 70% YoY to NT$2.99T.
— North America contributed 79% of revenue, up from 76% YoY, while China's share fell to 5% from 8%.
Afrovestor retweeted
$TSM TSMC CEO sees no AI demand slowdown and expects growth above its previous ~55% CAGR forecast.
"all I can say right now is the demand is extremely robust. We did not see any sign of slowdown. Whether it is a high 50 CAGR, it does not matter. It probably will be higher."
Afrovestor retweeted
MORGAN STANLEY $MS Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $20.34B (Est. $19.95B) 🟢; +12% YoY
🔹 EPS: $3.03 (Est. $2.91) 🟢; +8% YoY
🔹 Net Income: $4.91B; -12% YoY
🔹 Equity Trading: $5.80B (Est. $4.9B) 🟢
🔹 Fixed Income Trading: $2.01B (Est. $2.16B) 🔴
🔹 Investment Banking: $2.16B (Est. $2.16B) 🟡
Segment Net Revenue:
🔹 Inst. Securities: $10.03B (Est. $9.21B) 🟢
🔹 Wealth Management: $9.07B (Est. $9.01B) 🟢
🔹 Investment Mgmt: $1.46B (Est. $1.47B) 🔴
Wealth Management:
🔹 Net New Assets: $232.4B
🔹 Fee-Based Flows: $80.5B
🔹 Pre-Tax Margin: 30.4%
🔹 WM Asset Mgmt: $5.54B (Est. $5.40B) 🟢
🔹 WM Net Interest: $2.23B (Est. $2.30B) 🔴
Institutional Securities:
🔹 Advisory: $887M (Est. $798M) 🟢
🔹 Equity Underwriting: $525M (Est. $663.8M) 🔴
🔹 FI Underwriting: $747M (Est. $669.8M) 🟢
Investment Management:
🔹 AUM: $2.05T
🔹 Long-Term Net Flows: $15.8B
Financials:
🔹 ROTCE: 22.6%
🔹 Pre-Tax Profit: $6.48B (Est. $6.18B) 🟢
🔹 Return on Equity: 17.8% (Est. 17%) 🟢
🔹 Efficiency Ratio: 67%
🔹 Std. CET1 Ratio: 14.9%
🔹 Provision for Credit Losses: $148M
🔹 Book Value/Share: $68.59 (Est. $68.86) 🔴
Capital Return:
🔹 Share Repurchases: $1.5B
🔹 Quarterly Dividend: $1.15
Key Updates:
🔸 Wealth Management reported record net revenues of $9.1 billion on robust asset management fees and higher net interest income, generating a pre-tax margin of 30.4%.
🔸 Across Wealth and Investment Management, total client assets grew to $10.5 trillion, demonstrating the scale of our platform and the strength of our franchise.
🔸 The quarter included charge-offs of $105 million related to certain corporate and commercial real estate loans which had been largely provisioned for in prior quarters.
Comments:
🔸 “Wealth Management reported record revenues and added $232 billion in net new assets and $80 billion in fee-based flows.”
Afrovestor retweeted
Someone just bought 3,999 Tesla $430 calls expiring April 2027, paying $27.40 each.
That’s $10.96 million in premium, bought at the ask.
The calls are about 15% out of the money, and open interest was just 40 before today.
Tesla needs to rise to about $457 by expiration, roughly 22% higher, for the buyer to break even.
Tesla reports earnings next week.
Afrovestor retweeted
BLACKROCK $BLK Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $7.75B (Est. $7.52B) 🟢; +19% YoY
🔹 Adj. EPS: $15.93 (Est. $14.12) 🟢; +38% YoY
🔹 AUM: $15.49T (Est. $15.67T) 🔴; +15% YoY
🔹 Total Net Flows: $205.47B (Est. $171.91B) 🟢
🔹 Adj. Oper Margin: 47.8%; +320 bps YoY
Revenue Breakdown:
🔹 Base Fees/Sec Lending: $6.04B (Est. $6.01B) 🟢
🔹 Performance Fees: $630M (Est. $412M) 🟢
🔹 Tech Services Revenue: $588M (Est. $583M) 🟢
🔹 Distribution Fees: $414M (Est. $415M) 🔴
Net Inflows by Product:
🔹 Equity: $52.4B
🔹 Fixed Income: $78.2B
🔹 Multi-Asset: $5.1B
🔹 Private Markets: $15.3B
🔹 Liquid Alternatives: $8.9B
🔹 ETFs: $134.5B
🔹 Active: $66.4B
AUM by Product:
🔹 Equity: $8.98T
🔹 Fixed Income: $3.35T
🔹 Multi-Asset: $1.34T
🔹 Alternatives: $466.3B
🔹 Cash Management: $1.10T
🔹 ETFs: $6.36T
Other Q3 Metrics:
🔹 Organic Base Fee Growth: 11% annualized
🔹 Tech Services ACV: +12% YoY
🔹 Adj. Oper Income: $3.33B (Est. $3.08B) 🟢
🔹 Adj. Net Income: $2.62B (Est. $2.34B) 🟢
🔹 GAAP EPS: $10.57; +25% YoY
Capital Return:
🔹 Share Repurchases: $550M
🔹 Quarterly Dividend: $5.73
Key Updates:
🔹 Noncash pre-tax gains of approximately $80M from Securitize and approximately $22M from Circle boosted nonoperating income.
🔹 Contingent consideration fair value increased $471M year-over-year, primarily tied to GIP and HPS.
🔹 AI Infrastructure Partnership made its first deployment this quarter.
Comments:
🔸 “Clients entrusted us with $205 billion of net inflows this quarter, and $869 billion over the last year.”
Afrovestor retweeted
I finally made it to where it all started.
A city that shaped my life in ways that I would never have imagined many years ago.
I moved here for my first job after college. With nothing but a bag of clothes & dreams
Post cards from Utrecht❤️ 📌
Afrovestor retweeted
$ASML Q3’26 EARNINGS HIGHLIGHTS
🔹 Net Sales: €11,662M (Est. €11.56B) 🟢
🔹 EPS: €12.95 (Est. €10.60) 🟢
🔹 Gross Margin: 57.5% (Est. 54.8%) 🟢
🔹 Net Income: €5.0B (Est. €4.06B) 🟢
FY26 Guide:
🔹 Net Sales: €44B-€45B (Est. €43.73B) 🟢
🔹 Gross Margin: ~56% (Est. 54.0%) 🟢
Q4 Guide:
🔹 Net Sales: €14.2B-€15.2B (Est. €13.8B) 🟢
🔹 Gross Margin: ~57% (Est. 54.9%) 🟢
🔹 R&D Costs: ~€1.2B
🔹 SG&A Costs: ~€0.4B
Capital Return:
🔹 Share Buybacks: ~€4.1B in Q3
🔹 Interim Dividend: €1.88/share
Key Updates:
🔹 Supply as currently planned for both 2027 and 2028 will not fully meet customer demand
🔹 Investigating ways to increase capacity for 2028 beyond the 30% increase previously communicated
Afrovestor retweeted
Is he done ranting about the 24K I pay for his housing scam because kuna hii 43k I pay every month for his SHA scam we also need to discuss. Tukimaliza hio ndio tuongee juu ya the 500k in PAYE he takes every single month and splashes on tea and mandazi pale state house all the while insulting us the taxpayers that carry the burden of his greed. In 2027 we are cutting the fat out of our budget to bring relief to all Kenyan workers. The housing levy will go with Ruto.
Afrovestor retweeted
If there's any justice in this world, see to it that Ruto and his ilk are either in jail or in permanent exile.
The damage his one term has, and will cause as it winds down, is incalculable. Generations will pay for it, in blood and sweat. He has disgraced the presidency.
Afrovestor retweeted
That Collective Shame and Embarrassment should be honestly be grateful this crowd is not heading to State House today because it would be OVER..🔥🔥🔥
Afrovestor retweeted
The Kenyan president’s popularity has suffered in recent years. Scapegoating foreigners is a poor way of bringing voters back around economist.com/middle-east-an…
Afrovestor retweeted
Vote him out please. Vote him out enmass.
Walai if you bring him back...
If for no other reason, vote him out because he'll increase your taxes instead of improving the economy so tax collection increases.
Afrovestor retweeted
Please add hapo kwa extra judicial killings, the prosecution of those who ordered the carrying out of the killings, those who carried them out and those who had command responsibility and knew about them and did nothing.
