Most engaging posts mentioning stocks from @StockMarketNerd over the last 72 hours.
$SOFI Q4 Earnings Snapshot: https://t.co/bt0zjmMPCi
$META Q4 Earnings Snapshot: https://t.co/AmM9VJswQ7
Why do $AAPL $AMZN & $GOOGL all have to report at the same time?
Going to be an interesting week. I need more hands. 😂🙂
$META headwinds are fading.
IDFA lapped w/the 800bps headwind gone Q1 23.
AI investments fixing attribution & sharpening targeting post $AAPL.
FOA engagement outperforming TikTok as it laps post-pandemic hangover.
FX headwinds easing.
Reels & WhatsApp monetization ramping.
My full Q4 2022 $SOFI Earnings Review:
RT @TheTranscript_: $SOFI with a double beat.
CEO: "Record revenue across all 3 of our business segments...drove our record fQ4 adjusted…
RT @SteveUrkelDude: Earnings, $SOFI.
Not bad at all.
$AMD Q4 Earnings Snapshot: https://t.co/WADVenNyxg
Excited for our 3 month cycle of $SNAP being for some reason considered an ad-tech bellwether until the actual ad-tech bellwethers report.
$SOFI Operating Leverage Visualized:
Macro issues are ~magically~ more manageable when the micro-level story & value prop is stronger.
See $AMD vs. $INTC.
RT @ajitosu: $SOFI 👇👇
RT @FinJourney: Solid stuff $SOFI
I guess $SOFI 🐻s are going to have to find a new, contextless, nuance-lacking slant when it turns GAAP Net Income positive this year.
$SOFI's 2023 guide assumes 2% GDP contraction, 5% unemployment & widening credit spreads.
$MA $V see no 2023 recession.
Spreads have already come in w/ABS market access & cost improving.
Mgmt has established a stable track record of under promise, over deliver.
$MTCH results were underwhelming.
Q1 2023 guide was a bit disappointing but full year 2023 guide was largely in line.
Full review Saturday!