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Wall St Engine Profile picture
@wallstengine
Nov 24 • 1 tweets • 1 min read • Read on X
$AMZN AWS ran into an AI capacity crunch this summer, per Business Insider, and it cost them. Internal docs say Bedrock hit “critical capacity constraints,” pushing some customers to rivals like $GOOGL Cloud.

Epic Games even moved a $10 million Fortnite project to Google after AWS couldn’t provide enough quota. The shortages led to tens of millions in lost or delayed revenue as AI demand outpaced what AWS could serve.Image

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More from @wallstengine

Wall St Engine Profile picture
May 3
Berkshire Hathaway just posted Q1 2025 results and here's everything u need to know from earnings and the Buffett annual shareholder meeting:

Thread (1/x) 🧵
2/ Berkshire Hathaway ended Q1 with a record $347.7 billion in cash and cash equivalents—up from $334.2B last quarter. That’s a $13.5B increase, and nearly $240B more since 2022. Still sitting on the sidelines, Buffett’s been a net seller of stocks for 10 straight quarters.
3/ Net earnings fell 63% YoY to $4.67B, dragged by investment losses. Operating earnings dropped 14% YoY to $9.64B, with insurance underwriting hit hard by ~$860M in after-tax losses from the California wildfires.
Read 51 tweets
Wall St Engine Profile picture
Apr 16
For decades, we've debated the Federal Reserve's independence. But now, a Supreme Court case currently on the Court’s “shadow docket”—Trump v. Wilcox—may bring it to a critical tipping point.

Should a president be allowed to fire the Fed Chair? Let's dive in. 🧵(1/21)
Trump v. Wilcox: The case concerns whether President can remove independent agency officials like Gwynne Wilcox (National Labor Relations Board) & Cathy Harris (Merit Systems Protection Board) from their positions without cause.
This case revives the “unitary executive” theory, a constitutional interpretation suggesting the president should have direct control over all executive-branch agencies—Fed included.
Read 22 tweets
Wall St Engine Profile picture
Mar 8
Here are 10 wild examples of what Manus AI can do: Thread 🧵

1. Conducted a full $TSLA stock analysis in just an hour—work that would normally take professionals 1-2 weeks. It even generated a comprehensive dashboard of insights.
2.Manus AI Analyzed TSMC’s $100B investment in U.S. factories, including financial projections, funding sources, economic impact, and market positioning.
3. Manus AI: Built a dynamic quantum computing learning platform from scratch.
Read 10 tweets
Wall St Engine Profile picture
Jun 10, 2024
Apple $AAPL has so much to discuss at WWDC 2024

Thread 1/x Image
Apple announces VisionOS 2, just 4-months after the release of the $AAPL Vision Pro.

Key VisionOS 2.0 features:

— Advanced machine learning creates spatial photos with natural depth.

— Flip your hand to see time, battery, and access the control center easily.

— Later this year, support for higher display resolution and size, equivalent to two 4K monitors side by side, thanks to dynamic foveation on the Mac.Image
Image
Apple $AAPL has announced a bunch of new customization features in iOS 18 for the iPhone home screen.

iOS 18 allows you to customize your app icons in dark mode. You can even select a color that matches your background or choose any color you want.'

Thread 3/x
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Read 9 tweets

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