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Active in Asset Management | posts about trading and investing. Writing articles on multiple different platforms 🔽
Jun 22, 2023 12 tweets 3 min read
Alphabet ( $GOOGL) reported its Q1 2023 earnings on April 23rd.

Here are some key takeaways from the report and the earnings call 🧵👇 1/12 2/12 Alphabet ( $GOOGL) is the parent company of Google, the world’s leading search engine and online advertising platform.

The Alphabet umbrella was created in 2015 to allow Google to focus on its core products and services, creating more autonomy for other ventures.
Jun 8, 2023 11 tweets 3 min read
CrowdStrike ( $CRWD) reported strong Q1 FY2024 results last week, beating consensus estimates on both revenue and EPS.

However, the stock dropped ~11.5% in after-hours trading, mainly due to slowing revenue growth and macro headwinds.

Let’s dive into the numbers. 🧵🔽 Image 1/They reported $692.6M in revenues, up 42% YoY, vs. $676.4M expected💰

Their subscription services accounted for $651.2M, up 42% YoY, accounting for 94% of total revenue, while professional services revenue was $41.4M, up 48% YoY, accounting for 6% of total revenue. 💼📊
May 4, 2023 10 tweets 3 min read
Why Shopify ( $SHOP) is a game-changer in e-commerce 🛍️

Shopify released its Q1-2023 earnings today and the stock is currently up over 25%.

In this thread we will take a deep-dive into $SHOP and their latest earnings. 🧵🔽 Image 1/ Shopify ( $SHOP) has revolutionized the e-commerce industry by making it easy for anyone to set up and run an online store.

Their user-friendly platform and robust features have made them the go-to choice for entrepreneurs around the world. Image
May 3, 2023 12 tweets 3 min read
Today we will take a deep-dive into Enphase Energy ( $ENPH), which got slaughtered after its recent earnings.

Let’s take a look at this hyper-growth company in this thread. 🧵🔽 Image 1/ Enphase Energy ( $ENPH) is a leading designer and manufacturer of software-driven home energy solutions.

They manufacture solutions spanning solar generation, energy storage, and web-based monitoring and control . Image