Daniel Newman@danielnewmanUV$GOOGL beats expectations and whisper for its cloud business at 34%, smashed through $100 Billion and remains the world's most profitable company. And yet some people think OpenAI is going to take it down? 😅 What. A. Quarter.Opens with an observation
Daniel Newman@danielnewmanUVThe $ORCL is losing ‘bigly’ on its $NVDA story feels a bit misleading. At first blush it looks like standing up the equipment and timing of purchase versus deployment is the cause not a lack of demand or pricing power. Feels misleading at best and pure FUD at worst.Opens with an observation
Daniel Newman@danielnewmanUVWhoa. $CRM just announced a $60+ Billion revenue target and it will achieve Rule of 50 growth by 2030. That level of execution would mean Salesforce is HIGHLY UNDERVALUED here and indicates it is betting big it can win the agentic layer of the enterprise.Opens with an observation