Oracle: $638B backlog, 97.5% utilization. Still fell 11%.
Broadcom: record 46% FCF margins. Fell 15%.
The AI capex trade is balance sheet, not demand. Micron (Jun 24) is next.
Free tier: alfa-3.boosted.ai/signup
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Boosted.ai
162 posts
Boosted.ai
@BoostedAI
AI for finance to help your teams do more. Like research, commentary, earnings, stock filtering, & portfolio management
Katılım Temmuz 2019
64 Takip Edilen334 Takipçiler
"One year of work in the post-AI era is worth 50 years of work prior to AI."
Our CEO @JoshPantony on @SchwabNetwork this morning. Sounds extreme, maybe, but from where we sit, it's conservative.
schwabnetwork.com/video/pantony-…
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GOOGL fell 7% on June 2 as Alphabet announced an $80B equity raise. S&P 500 hit a record the same session. About half the raise covers tax liabilities on employee equity — the actual new AI capex is closer to $40B. Full picture: alfa.boosted.ai/view-output/b8…
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Jackie Wylie has joined Boosted.ai as Chief Marketing Officer.
She helped triple ARR at Middesk, was CMO at Textio, and spent years at Smartsheet. Welcome, Jackie!
Read more here: businesswire.com/news/home/2026…
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SpaceX IPO doesn't price for three weeks. The proxy basket already moved 36–57%.
Rocket Lab +57%. Intuitive Machines +46%. Firefly +36% since the late-March S-1 reports. Forge marks SpaceX at $1.51T inside the rumored $1.75–2.0T band.
Full report here: alfa.boosted.ai/view-output/26…
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Philadelphia Semiconductor Index +54% in 25 trading days — strongest run since March 2000. Trump and Xi meet in Beijing this week.
Whether the summit expands or tightens the tech trade framework is the only variable that matters for this setup. alfa.boosted.ai/view-output/8b…
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Russell 1000 Growth more than doubled Value's cumulative return from 2023–25. Fund managers are now explicitly rotating back, citing portfolio rebalancing, not a macro call. Check out the full Alfa Angle here: alfa.boosted.ai/view-output/b3…
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CPI: 2.4% → 3.3% in March. 90bps in one month. Fed meets today with no dot plot. The only question Powell has to answer: transitory energy shock or something harder. Full picture: alfa.boosted.ai/view-output/50…
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"One year of work today is worth 50 years of work yesterday."
That's our CEO @JoshPantony on @SIRIUSXM, on AI, productivity, and who's actually most at risk.
Full interview: siriusxm.com/player/episode…
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Analysts using AI cut quarterly earnings research by 40-80 hours. That capability is now free for anyone.
Ask any question about any stock. Cited answer in seconds.
alfa.boosted.ai/signup
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Questrade Pro launched in open beta today.
Check out Pro Intelligence, where investors can ask questions and find answers grounded in data in seconds. It's free to try for a limited time!
Pro Intelligence is powered by Boosted.ai.
Questrade@Questrade
There are a lot of trading platforms out there. And mostly, they work. But settling for what just works isn't a strategy (for us, or you). That's why we made Questrade Pro—a new blend of power, personalization, and performance. Today, it's officially in Open Beta and available to use for free. Here's what's waiting for you right now 🧵
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Check out our CEO and co-founder Joshua Pantony on @BloombergRadio, on the impact #deepseek might have on capital markets.
See the full interview here:
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Boosted.ai retweetledi
DeepSeek Sparks AI Anxiety
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Watch Bloomberg Radio LIVE on YouTube
Weekdays 7am-6pm ET
WATCH HERE: trib.al/ym5rqL1
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Check out Boosted.ai CEO Joshua Pantony's conversation with Nicole Petallides on Schwab Network here to see more on Josh's outlook for AI in 2024, including increased AI regulation, AI washing and what sectors will benefit from more AI adoption.
Schwab Network@SchwabNetwork
Using A.I. as both a 𝙩𝙤𝙤𝙡 and as an 𝙞𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 🤖 @BoostedAI CEO Josh Pantony discusses the opportunities within A.I. and the future of regulating it with @NPetallides: x.com/i/broadcasts/1…
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Investors had been asking @EvolveETFs to put together an AI product, so they launched this AI squared fund (AI picking AI), with Boosted.ai creating the index.
Read more about the launch in this article by @ReutersBiz !
bit.ly/3VRmpTZ
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📢 AI fund launch!📢
"It wasn’t until partnering with Boosted.ai and leveraging their proprietary LLM technology, we felt we could build a portfolio of leading AI companies," says @EvolveETFs CEO Raj Lala.
Read more here!
bit.ly/3Vs7Ky2
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Want to know how investment managers can implement AI without deep industrial knowledge? In this webinar, Joshua Farruggio, Head of Wealth Management Sales, will walk through practical first steps.
Join us on March 28 at noon ET to discover more!
lnkd.in/gUWCAWaQ
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Announcing ETF Insights - all the same AI-powered analysis we do for single-name stocks, on an ETF level.
Read more about the benefits of augmenting your ETF investment management here:
bit.ly/4atNaSv
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"Generative AI has the potential to change the way... investors make decisions about their money," says Anushree D. at @MarketWatch
Check out our CEO Joshua Pantony (1:30 mark), chatting how AI is helping investors surface actionable insights.
bit.ly/3wEEtGi
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