In 2024, I read and analyzed almost 1,000 expert interviews (Former employees, Suppliers, Customers). What I missed was a GenAI tool that would help me.

And now it's here. The ChatGPT for Expert interviews & filings!

Here is what it says about $AMZN, $NVDA, $META, $GOOGL:

👇 1/ Alphasense just released a new GenAI Search feature that analyzes and reviews its vast library of over 300M documents. I can now use GenAI to review company filings and expert interviews.

Here are some of the answers I got on questions around $NVDA, $AMZN, $META & $GOOGL:

Here are the most important things from $AMZN's recent earnings report & call:

🧵 1/ Most important headline numbers:

- Revenue $134.4B, up 11% YoY
- Net income $6.7B (vs. $2B loss last year)
- AWS revenue up 12%
- Operating cash flow $61.8B, up 74% YoY
- 3P revenue revenue $32.3B up 18% YoY
- Ad revenue $10.68B, up 22% YoY

An extremely informative interview from a Former Head of North America Ad operations at TikTok:

- Thinks $META Reels is extremely successful & has caught up to TikTok

- It’s remarkable how fast $META has been able to overcome $AAPL privacy change because of its vast database… https://t.co/8hAxWpkor8twitter.com/i/web/status/1…






This interview is one of the most interesting ones!

If you like this kind of content, I would appreciate a like, RT of the first tweet. Also, feel free to follow me as I will continue to share more interviews like this.

Full interview research.alpha-sense.com/dashboard/7eff…

As someone who has followed $META very closely for a long time, here are the key things from the earnings report, earnings call, and results follow-up call:

🧵 1/ Headline numbers are strong, showing growth both in terms of revenue, net income as well as user growth:

- Revenue $32B up 11% YoY
- EPS $2.98, up 21% YoY
- DAUs 3.07B up 7% YoY

Also, keep in mind these are much better numbers than peers ( $GOOGL, $SNAP)

An overview of the most important things for me on $GOOGL's earnings report and call:

🧵 1/ $GOOGL grew revenue by 7% YoY to $74.6B
- Search was up 4.8%
- YouTube ads up 4.4%
- Google Network down 5%
- Google Cloud up 28%
- Google's other revenue (including YT premium subs) up 24%
- Net income was up 14.8%

I decided to make a🧵of the most insightful interviews on companies/industries. From former employees, customers, competitors & other industry insiders.

Today's 🧵is all about $GOOGL (Search, YT, AI, GCP)

Here are the best expert interviews for $GOOGL so far this year: 1/ Former Group Head at $GOOGL (8 years) Cloud & AI at Google Research thinks Google could have launched ChatGPT-like tech 2 years ago. Says public AI cloud spend today is $10B and sees it at $100B in the future.

https://twitter.com/RihardJarc/status/1653435270937690113

I decided to make 🧵of the most insightful interviews on companies or industries. From former employees, customers, competitors & other industry insiders.

Today's🧵is about $AMZN (AWS, e-comm, ad, logistics...).

Here are the best expert interviews for $AMZN this year: 1/ Current Head of AI/ML Strategy at $SNOW & a former $AMZN - AWS employee for 5 years thinks cloud growth/client cost optimization is a one-time thing. Only 5% of cloud spending is AI right now.

https://twitter.com/RihardJarc/status/1636776774993428484

My views on $AMZN's AWS unit given the recent earnings.

AWS reported net sales of $21.4B for Q1 up 16% YoY. AWS now runs at an annualized sales run rate of $85B.

But what later spooked investors was the guidance: the April data for the revenue growth rate was about 500 basis.. points lower than the one in Q1.

Jassy explained that the clients are saying they are "cost optimizing" and not cost-cutting optimizing to reallocate those resources on new customer experiences.

My overview of $META ’s Q1 earnings results and the most important things that stood out.

First, the key headline numbers:

- $META reported revenue of $28.65B, up 3% YoY
- Net income was $5.7B, down -24% YoY
- Family DAU 3.02B up 5% YoY
- Family MAU 3.81B up 5% YoY From the headline numbers:

- User growth, which continues to surprise, given already the big user base of $META.
- Revenue growth (analyst expected revenue decline for the Q).
-Operating margin improved after two quarters and raised again to 25% from the 20% range.

Here is my short summary of $SNAP's earnings and what it could mean for other companies in the ad industry like $META, $GOOGL & $PINS.

👇 1) $SNAP's number for the quarter in terms of revenue and earnings was more or less in line with expectations so nothing significant there.

But the things that were negative were the following: ARPU and Q4 guidance.

1/15 Here are some key findings from $META's latest earnings call.

Summary:
- Users continue to grow (specially DAUs)
- Cost control is in full focus
- Push for AI & Reels
- Guidance is light because of macro headwinds

👇 2/15 Despite all the negativity, $META continues to grow its user base. Family Monthly active users are up 4% YoY to 3.65B people. Even DAUs for Facebook grew over 3% YoY to a record 1.968B people, which was above my expectations.

An overview of the key things on the $PLTR earnings call and report.

As always, the $PLTR earnings call with CEO Karp is certainly never dull. Here are the things I found most important: 1) The headline numbers:
-Revenue grew 26% YoY to $473M
- US revenue grew 45% YoY
- US government revenue grew 27% YoY
- Commercial revenue grew 46% YoY
- US Commercial clients up by 250% YoY from 34 to 119

Outlook Q3 2022: Revenue between $474-475M
Full-year Revenue of $1.9B

1) An overview of $SOFI's strong earnings report and the key findings investors should know about mentioned in the earnings call.

👇 2) Headline numbers:
-Revenue grew 50% YoY to $356M
-Adjusted EBITDA $20M up 81% YoY
-Lending business net revenue grew 46% to $251M
-Financial service segment up 78% YoY to $30M
-Tech platform up 85% YoY to $83M (even ex Technisys acquisition Galileo revenue up 39% YoY)

1/14 An earnings recap thread on the most important things from the $PINS earnings call and report.

In general, the earnings showed stabilization of user base, progress in monetization, and resilience despite macro headwinds.

Here are some of the key takes
👇 2/14 $PINS reported Q2 revenue of $666M, up 9% YoY. Global MAU decreased 5% YoY to 433M. GAAP net loss was $43M.

One positive surprise was the guidance for Q3 for mid-single digit YoY growth. This was stronger than most of the other ad tech competitors guided ( $SNAP, $META...)

1/9 $AMZN earnings quarter recap

Here are some of the most interesting and important things I found from the $AMZN earnings report & call for investors: 2/9 Headline numbers

$AMZN reported total revenue of $121.23B, up 7% YoY, and an EPS loss of 20 cents (driven by a $3.9B loss on its $RIVN investment).

Big week for earnings for my portfolio and general + macro data.

$AMZN, $META, $AAPL, $MSFT, $GOOG all reporting this week.

Here are some of the things investors should be looking out for when these names report:

👇 1) $AMZN

Brutally honest retail is not really important right now. It's all about AWS. Investors should watch out if AWS can continue its high growth despite macro softness. At the same time, it will also be key for investors to see AWS at the same growth rates as $MSFT Azure.

1) Went through $FB/ $META earnings and the call. The quarter and the guidance were not good, but the 23% selloff in the stock is a big exaggeration IMO.

$FB went from 20x to now 17x P/E, which is ridiculous. 2) Main takes:

- The users and the user growth is still there, but they are still in the phases of building out monetization to compensate for iOS change (like every ad app out there - the playing field is the same for everybody)

- TikTok is a big competitor, but...

$MTTR earnings break down.

If you don't understand the company well, you might be disappointed. But the earnings revealed many things to get excited about if you are a long-term investor.

Added to my position on this dip.

👇👇 1) $MTTR announced earnings. The numbers are:

-Total Revenue $27.7M up 10% YoY
-Subscription revenue $15.7M up 36% YoY
-Spaces under management grew 62% YoY to 6.2M
-GAAP loss per share of $0.86
-Total subscribers increased by 116% to 439,000 YoY

Some investing lessons I learned over the years. While they might seem simple, I also find myself having to go back to them as the basics.

👇👇 (THREAD) 1. There are no bargains
When starting my career, I read many value investing books where the best opportunities to buy stocks were at bargain prices. While this sounds nice most of the time, if a stock is down, it is down for a reason, and in a lot of cases, it keeps going down

Here is my overview of $PINS latest earnings report call, results, and the recent stock price move after diving deep into the numbers and the call.

👇👇 1) Revenue grew 78% in this quarter to $485 million, which was impressive and on the high end of my expectation. While MAU growth for the quarter was lower than prior quarters but, it was in my expected range with 30% global MAU growth and 37% international MAU growth.

For all the new investors that follow me, a short explanation of what is going on with the market and all the talk about rising interest rates

👇 THREAD 1/ Ok, so why does the rising of the yield on the US 10-year bond affect stocks? And why are growth stocks taking the biggest beat?

When analysts and professional investors model companies, they normally look at the projected earnings/revenue/cash flow of a company/stock...