Smart moves, smarter investments 📈📊.
Philadelphia
Joined September 2022
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DataDynamo retweeted
Since the last S&P 500 ATH on Oct 6 it is safe to say Tech has crashed, down close to 14% 📉
Yet, the index is only 2.5% away from new highs 📈
How is it possible for the largest weighting in the index to crash, yet the index itself hold up so well? All about rotation.
7 of 12 sectors are up more than 5%, with two up double digits. Pretty impressive.
DataDynamo retweeted
Dubai has a building that thinks
Al Sheraa the DEWA headquarters runs on more than 110000 smart sensors
It sends over 1.9 million automated commands every day
Now it is the first building in the world with the SPIRE Diamond smart building rating
Meanwhile some of us still cannot find the right light switch
DataDynamo retweeted
$NBIS Q3 highlights:
• Capex covered by prepayment >100%
• Payback period (ex prepaid): 19 months
• ACV per MW: >$25M
• Signed contracts: $12B
Other metrics:
• 2027 guide: $12-13B
• Adj. EBITDA margin: 53%
• 2027 Capex $40B–$45B; 75%-85% is covered by prepayments
Overall an incredibly strong quarter by $NBIS and encouraging to see most of the Capex gets covered by prepayment.
$NBIS Q3 2026 earnings:
• Revenue: $980M vs Est. $908M
• Adj. EBITDA: $465.8M vs Est. $353M
• GAAP Diluted EPS: -$0.13
Other Metrics:
• Adjusted Net Income: $90.9M
• Operating Cash Flow: -$273.0M
• Cash: $7.4B
DataDynamo retweeted
Hasbro owns every toy or game you’ve ever heard of: Monopoly, Scrabble, The Game of Life, Risk, Battleship, Connect 4, Operation, Clue, Hungry Hungry Hippos, Dungeons & Dragons, Jenga, Twister, Nerf, Transformers, G.I. Joe, My Little Pony, Play-Doh, Mr. Potato Head, Furby, Beyblade.
But 1 game drives nearly ALL their profit:
Magic: The Gathering.
In 2022, it became Hasbro's first $1B brand.
4 years later, it's done $1.63B in 9mo.
On track for about $2.2B this year.
For scale, that's more revenue than the Dallas Cowboys and the New England Patriots combined.
(The #1 and #2 highest-earning NFL teams.)
Wild.
DataDynamo retweeted
Anthropic: “we need to pace the AI frontier”
Also Anthropic:
DataDynamo retweeted
Can I still get a free upgrade with my status? Hell no!
Airlines now sell the first class seats they used to give away. Fifteen years ago, Delta's domestic first class was 92% full, but only 12% of those passengers had paid for it. Half of them were connecting from international business class, so Delta was really selling about 6% of the cabin. Everyone else was on an upgrade or an award.
Delta's fix was price. Glen Hauenstein said first class used to cost 13 times the average coach fare at booking, so almost nobody bought it. Delta brought that gap way down and started selling cheap buy-ups after booking. By 2024 the cabin was still 92% full, but about 75% of it was paid. Hauenstein said in June that it's now about 87%. In a 16-seat cabin, that's 2 seats left for upgrades instead of 14.
Alaska and American went the same way. Alaska's paid first class load factor was 35% to 40% in 2017 and 75% at the end of 2024. American says its premium cabins were mid-60s paid before the pandemic and nearly 80% now. United doesn't publish the number, but says paid domestic first is up 13 points since 2019.
ALT Seat maps comparing first class seats left for upgrades out of 16. Delta: 14 in 2009 to 2 in 2026, 86% fewer. Alaska: 10 in 2017 to 4 in 2024, 60% fewer. American: 6 in 2019 to 3 in 2025, 50% fewer.
DataDynamo retweeted
Agentic AI usage is growing exponentially
Reaching nearly 600 trillion monthly tokens in October.
Meanwhile, the the picks and shovels making this possible, sold off 30-80% since.
DataDynamo retweeted
UK gas use set to surge due to data centres, shortage of electricity connections.
Already constraints on gas supply. Prices will surge for other customers.
Most built in low/middle income areas
CO2 emissions will rise. Companies won't bear social costs.
bbc.co.uk/news/articles/cqvg…
DataDynamo retweeted
For me to get a 100/100 x 4 website performace on website Claude is building for me, I ask it to run a check on pagespeed.web.dev/. Take screenshots of the results, read the logs and use the report to fix the website, then run it over again till it get's a perfect 100 score.
🤖 Made with AI
DataDynamo retweeted
Your phone could soon build the tools you need instead of making you search for another app.
Cyclon OS can create apps in a sandbox, test them, and install them directly on your Pixel 8a.
They can even connect to third-party APIs while your existing apps stay untouched.
That's a pretty interesting direction for mobile computing.
🤝 Paid partnership
DataDynamo retweeted
80% of features in the average software product are rarely or never used
That was in 2019.
I wonder what happens today.
DataDynamo retweeted
Hyperscaler CDS are breaking out to new highs.
This is bad news for neoclouds, particularly for $CRWV.
Investors will be asking for higher interest rates to fund hyperscaler data center projects, which leads to even higher rates for neoclouds.
DataDynamo retweeted
Shopify $SHOP Q3'26 Results:
↘️$3,742.0M rev (+31.6% YoY, +4.4% QoQ) missed est by -0.1%🔴
↘️GM* (47.6%, -1.3 PPs YoY)🟡
➡️Operating Margin* (19.2%, +2.8 PPs YoY)
➡️FCF Margin (21.8%, +4.0 PPs YoY)🟢
↗️Net Margin (12.3%, +3.1 PPs YoY)
↗️EPS* $0.49 beat est by 6.5%
*non-GAAP
Segment Revenue
➡️Subscription solutions $836M rev (+19.6% YoY, 79.1% Gross Margin)🟡
↗️Merchant solutions $2,906M rev (+35.5% YoY, 38.5% Gross Margin)
Key Metrics
➡️GMV $119.15B (+29.5% YoY)🟡
➡️GPV $81.02B (+31.4% YoY, 68.0% of GMV)🟡
➡️MRR 230B (+19.2% YoY)🟡
Operating expenses
↘️S&M*/Revenue 12.1% (-1.9 PPs YoY)
↗️R&D*/Revenue 10.5% (+0.1 PPs YoY)
↘️G&A*/Revenue 2.7% (-0.5 PPs YoY)
Dilution
↗️SBC/rev 4%, +0.2 PPs QoQ
↘️Basic shares down -1.0% YoY, -0.8 PPs QoQ🟢
↘️Diluted shares down -1.7% YoY, -0.8 PPs QoQ🟢
Guidance
➡️Q4'26 $4,750.0 - $4,950.0M guide (+32.1% YoY) in line with est
🟢 Pros
Revenue grew 31.6% YoY to $3.74B.
Merchant Solutions revenue surged 35.5% YoY.
Operating margin expanded 2.8 PPs to 19.2%.
FCF margin rose 4.0 PPs to 21.8%.
AI-driven orders increased 3.3x YoY.
Diluted shares declined 1.7% YoY.
🔴 Cons
Revenue missed estimates by 0.1%.
Gross margin contracted 1.3 PPs to 47.6%.
Subscription revenue growth lagged at 19.6%.
MRR growth slowed to 19.2% YoY.
European GMV growth decelerated to 33%.
Shopify Payments penetration stalled at 68%.
DataDynamo retweeted
Breaking: Anthropic just filed an updated IPO prospectus to list under $ANT
Here is everything you need to know:
• Revenue (9 months 2026): $33,240,000,000
• Net loss (9 months 2026): $104,000,000,000
• Compute commitments: $895,400,000,000
• Customers paying $100,000+ a year: 11,900+
• Founders keep 50.1% control of the vote
Targeting a $2,000,000,000,000 valuation
Expected to list week of November 16
DataDynamo retweeted
The concept of a debt wall is not a thing
The media loves doom and gloom
Reporters compare PE (typically 40% LTV or less, rarely over 50) to the resi housing market which is currently 95% LTV in aggregate & up from 91% in 12/21)
Only 35% of single family homes are renter occupied (cash flow producing)
85-90% of levered loans paid at par coming out of the GFC
Subprime ARM resi mortgages (which some people think PE debt is) had a 40% delinquent rate
DataDynamo retweeted
$GOOGL / $RDDT 1.5 years ago, many of us were talking about the eventual decline of the ad-centric internet model that Google has dominated, and how this was changing.
It's why I didn't invest in Google at the time. I was completely wrong on the timing. That said, we're seeing this playing out real-time this week.
Reddit reported earnings yesterday, noting that they are seeing lower traffic from Google, and they attribute this to AI mode. They don't expect this situation will get better. "Google is not sending them to Reddit the way they used to."
Google also reported earlier in the week. Search was the biggest cause of concern. AI mode is growing rapidly, but it isn't monetized at the same rate as traditional search. GCP is, of course, thriving, and I'm definitely keeping an eye on Google should it continue to fall as a potential add.
DataDynamo retweeted
Microsoft $MSFT Q3 26 results (fiscal Q1 27)
Revenue $92.3B
Q3 25 $77.7B +19% 🟢
Est. $90.7B beat 🟢
EPS $4.92
Q3 25 $3.72 +32% 🟢
Est. $4.72 beat 🟢
