W. B. Hathaway

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W. B. Hathaway

W. B. Hathaway

@Nike_Precious

Financial Writer | Stock market Analyst | #Bio & PharmA #NFA | I love Podcasts |

Mars Katılım Ocak 2020
489 Takip Edilen164 Takipçiler
Leo ツ⁠
Leo ツ⁠@yleosbritto·
@tarunvats33 Eu uso, sempre gostei da paleta de cores desde o android 12. Mas fiquei triste porque na One UI 5, o Theme Park tinha uma opção de mudar a cor da paleta para a cor que você quisesse e ela desapareceu na One UI 6 em diante.
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Tarun Vats
Tarun Vats@tarunvats33·
Do you still use the Samsung's color palette feature? Yes or no? 🤔
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Tobi Olajide
Tobi Olajide@olajidetobi_aj·
Happy to share that I passed the USMLE Step 2CK! Grateful for the journey, experiences, and the people who helped along the way. Looking forward to what is next in Neurology🧠.
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Steeze Surgeon 🩺
Steeze Surgeon 🩺@abassajayi·
Re -introducing (according to my colleagues) Abass Oluwaseyi Ajayi MBBS MNIM MSc MIAD MRCS FWACS FMCS (Neurosurgery) Alhamdulillah
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BigHommieTee
BigHommieTee@Mandulaaaaa·
@abassajayi As a house officer I just dey muzz the level of stuffs and skills wey dey this room
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Joel
Joel@growthrapidly·
5 stocks I refuse to sell before 2030, unless the thesis changes: $IREN - AI/data center infrastructure; $HIMS - consumer healthcare platform; $ONDS - asymmetric defense/AI bet; $OSCR - profitability inflection; $LMND - AI-driven insurance disruption. Which stock do you have the highest conviction in right now and why?
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Oyindamola🙄
Oyindamola🙄@dammiedammie35·
Carterefe just posted himself with his new championship belt using Portable’s song as background sound….. this werey too petty😭💔😂
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kev.
kev.@kevin_kuria·
@FinestDoveTruth This 3 bedroom house went for £120 under the hammer , but check the size of land and the repairs needed you looking at £100+ but once complete this can easily fetch you £500K + .like I said the property ladder requires balls, not easy at all.
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FinestDoveTruth
FinestDoveTruth@FinestDoveTruth·
This is how much you would need to afford a £275000 house in the uk. This is with a 10% deposit and with the assurance that you don’t have any debt nor dependants.
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always truth
always truth@Oswald524·
@Prestigious_Gt My own cousin did that to her husband in America. While they are in America her husband was paying and take care of his family his wife my cousin was secretly building a house in Aba, her husband heard about it come back and burn the house down.
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Prestigious
Prestigious@Prestigious_Gt·
After 5 years in the UK 🇬🇧: Husband's savings: £1,700 Wife’s savings: £20,000 + bungalow in Naija 🇳🇬 Family savings: £1,700 Truly, real men and Odogwu have no reward in marriage😂
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W. B. Hathaway
W. B. Hathaway@Nike_Precious·
@Dr_Afo But how come Monks and Priests go on to live longer lives too?
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Dr. Afo 🩺
Dr. Afo 🩺@Dr_Afo·
Bedroom activity is one of the best medicines in the world. Studies have shown that guys who have sex 2 or 3 times per week have been shown to live longer, have a lower risk of heart disease, prostate CA and have improved immune function. Sex also improves cardiovascular function, increases oxytocin, and lowers inflammation in both sexes. It's basically all pros, as long as you practice safe sex and you're not raw dogging plenty people. That said, thrust responsibly and have a good day.
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W. B. Hathaway
W. B. Hathaway@Nike_Precious·
@growthrapidly You didn't add that it trades at 76X though. Good company, solid earnings but the market wasn't moved. I still think it's a trillion dollar market cap anyways.
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Joel
Joel@growthrapidly·
$PLTR was at $200 last November. Now it’s $146 AFTER record Q1 revenue of $1.63B; FY guidance of $7.66B; and strong demand. If this is not one of the best discounts on one of the best AI infrastructure companies in the world, I don't know what is.
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W. B. Hathaway
W. B. Hathaway@Nike_Precious·
@amitisinvesting Still high valuations. But yeah, the growth story is spectacular. Particularly excited about the non Govt revenue.
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amit
amit@amitisinvesting·
$PLTR Palantir just put up one of the strongest earnings we have seen throughout the entire stock market. The level of growth across core metrics that the street did not expect to grow and the ability to do it in the face of the narrative that software companies have no terminal value is what makes this quarter so incredible. Revenue accelerated 85% YoY against expectations of 74%. They raised the FY guide from 61% to 71%. They did more FCF this quarter than they did in revenue in Q1 last year. They did this with a salesforce of around 70 people...most software companies at their scale have 100x that amount of dedicated staff working on sales, so how are they able to grow this fast? How is Alex Karp so easily able to guide that they will accelerate to 100% growth in 2027? Palantir is actually doing what software companies have promised to do, but as of recent have failed to materialize: providing value that transforms an enterprise. A quote from Shyam, CTO, last night: "More tokens means more slop. And the more commodity cognition you consume, the more you need a system that can prevent the economic harm so you can harness the economic value. That system is AIP. That intermediary representation is the ontology. This is also why we are seeing the death of legacy software. AIP replaces static workflows not by replicating the playbook but by eliminating the need for one." Palantir is acknowledging that traditional legacy software is dead in the age of AI, but the orchestration of providing business value to ground the truth of the organization within the representation of how that value is constructed (the ontology, what they spent 20 years building) is the defining factor to make AI meaningful. The results prove this. How is a company doing almost 2B in revenue with just 1000 customers? Their net dollar retention has now passed 150%, which means their customers are choosing to spend more with them because they are getting more value. Imagine what happens when Palantir is at 10,000 and 100,000 customers. This can be one of the biggest companies on Planet Earth as everytime they get a customer, they provide so much value, that the customers locks in and stays with them and pays them more and Palantir is able to create an incredible margin (53% net income) on every dollar the generate because they don't need to pay all the people in the middle, like a salesforce, to generate that revenue. The company increased their FY guide to 7.6B. Alex Karp said he wants to grow that 100% in 2027. That would put the company at around 15B. If they beat that estimate, we could be even higher. The debate right now is purely around one thing: the sustainability of this type of growth. If you think it is sustainable, you are bullish. If not, you are bearish. Palantir can't control everything that happens in the macro or the market but they can control how fast they can grow. These earnings make it very, very obvious to me that they will not only sustainably grow, but they will continue to accelerate that growth because their customers are continuing to ask for more from them and as they continue to deliver, they continue to see the benefits of bringing value to enterprises and governments across the world. Incredibly proud to be on the journey of covering them and I know how special this quarter must have been for those of us who saw the company grow up in front of our eyes over the past few years. LFG.
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W. B. Hathaway
W. B. Hathaway@Nike_Precious·
@EconomyApp I like the fact that the commercial segment is catching up with govt contract
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App Economy Insights
App Economy Insights@EconomyApp·
$PLTR Palantir Q1 FY26: • Net dollar retention 150% (+26pp Y/Y). • Revenue +85% Y/Y to $1.6B ($0.1B beat). • Non-GAAP EPS $0.33 ($0.05 beat). FY26 guidance: • Revenue +71% Y/Y to ~$7.7B ($0.8B raise). • Adjusted margin 58% (1pp raise).
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Massimo
Massimo@Rainmaker1973·
Is the drone stationary, or is it moving at 50 km/h? [📹 Jeremy Lynch]
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W. B. Hathaway
W. B. Hathaway@Nike_Precious·
@NationOfEldia @Rainmaker1973 The dynamics changes if it was an open roofed car and you fly the drove above the roof level of the car. Then you would have to move the drone with the controller at a speed of 50km/hr to catch up with the car.
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W. B. Hathaway
W. B. Hathaway@Nike_Precious·
@MrBeast The fact that it's so easy to win this money from @MrBeast is insane. But then, it exposes the human nature of 'if not me, then nobody else.'
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MrBeast
MrBeast@MrBeast·
If this tweet has exactly 1 like in 24 hours I’ll give that person $1,000,000
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InvestorFront
InvestorFront@InvestorFront·
Bought $7,843.03 worth of $META Gotta love these buying opportunities 🤑
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