Nvidia's Datacenter business is up another 83% YoY in the most recent quarter.

Apple begins testing tap-to-pay at its own stores nationwide starting today. appleinsider.com/articles/22…

Snapchat just casually reiterating what everyone already knew about the economy.

Nielsen's monthly Total TV and Streaming Snapshot for April is out. Netflix holding strong at 6.6%. YouTube moving up to 6.1% (from 5.7% at the end of 2021). Disney still a long way to go.

Shopify buying logistics infra provider Deliverr for $2 billion. About time! Capturing more share and standing up to Amazon not possible without owning logistics. Which also means plenty bottomline pain incoming. Stock isn't priced for this. techcrunch.com/2022/05/05/sh…

Concerns over fee compression for top crypto exchanges like Coinbase is way overblown. Consumers are willing to pay more for security, brand, trust, ease of use.

Pretty clear that so far that 1Q22 has been an excellent quarter for enterprise software -- Google Cloud, Azure, ServiceNow, all uniform beats, carrying momentum from the previous quarter.

Netflix is an attractive acquisition target at $90 billion. Disney, Apple obviously strong suitors. Facebook would make a ton of sense too.

LinkedIn is growing revenues at over 30% consistently — despite all the hate it gets. Easily the most successful social platform after Facebook?

GrubHub went from ~70% of US food delivery share in 2016, to 15% for the most recent month. Doordash meanwhile expanded share by 10x to own ~60% of the market. No comment on valuation, but how do you stop a flywheel like that? $DASH

Americans found almost 1 hour of extra leisure time on average during the pandemic. Odds are significant portion of this went to digital. Return to normal likely means giving back a significant portion of that hour. Netflix ain't gonna be the only casualty.

Pretty remarkable how fast Metamask grew. From 550K monthly in 2020 to 30M monthly users today. What other fintech products/channels come close? Venmo for example got to 40M users only in 2019. Took credit cards almost 28 years to breach 50M.

Retail investing could be 10x better if people could just blindly automate some actions. Take emotions out. Buy each month or week without opening the app (stocks, crypto). Most apps have largely ignored it, or charge way too much for the convenience.

SNAP -- could've been a lot worse. • 332 million daily active users (+18%) • Sales $1.06 billion (+38%, impressive) • Expecting 20-25% growth next Q, ~3% below expectations Impressive numbers overall with what's going on out there. Crazy AH reaction though.

Netflix doesn't just compete against Disney, Prime Video, HBO Max, and legacy media.

Meanwhile good ol' IBM with a nice beat. Enterprise IT facing a lot more favorable climate than consumer tech.

Netflix getting crushed maybe a sign of looming consumer weakness, but ad-powered models should be somewhat better off than subscription-first players. Also, probably be the first real recession digital consumer subscription businesses ever face. Not everyone comes out same.