M Mahon

85 posts

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M Mahon

M Mahon

@Stodgytomcat

Camberley, Surrey Katılım Şubat 2009
46 Takip Edilen31 Takipçiler
M Mohan
M Mohan@mukund·
Ouch Porsche 32% down in China is the leading issue, but even North America is struggling in terms of pure numbers.
M Mohan tweet media
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M Mohan
M Mohan@mukund·
If $SBUX can replace *some* Of the tools that it gets from Microsoft and IBM, even if it is small, that'll be a huge decision $MSFT $IBM
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M Mohan
M Mohan@mukund·
Xiaomi launches Sky Nomad - a BIG SUV with 993 miles of range BUT it also has options for 1) sofa 2) in car bar counter 3) Dining area Starting at $30K
M Mohan tweet media
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M Mohan
M Mohan@mukund·
Shared frontier AI models don’t just process your proprietary knowledge—they can learn the structure of expert judgment across an industry. As competitors use the same models, that judgment becomes commoditized. The productivity gains accrue to everyone initially, but the model vendor captures the long-term learning curve while customers capture much of the economic surplus. Therefore, keep commodity workflows on shared models and keep strategically differentiated judgment on infrastructure you control.
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M Mohan
M Mohan@mukund·
$PEP •Earnings per share: $2.20 adjusted vs. $2.21 expected •Revenue: $24.18 billion vs. $23.95 billion expected this is going to be Q2 earning story for consumers weakness.
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M Mohan
M Mohan@mukund·
$PEP will report earnings tomorrow. Estimate $23.95B in revenue +2.0% YoY and EPS $2.19 +35.8% YoY
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M Mohan
M Mohan@mukund·
$PGR will report earnings tomorrow. Estimate $21.53B in revenue -1.7% YoY and EPS $4.73 +2.9% YoY
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M Mohan
M Mohan@mukund·
$APP is +0.51% after-hours today. Congressman Ro Khanna Bought $SNDK Below $50 — He Also Bought Applovin
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M Mohan
M Mohan@mukund·
$UNH just hit a 52-week high, up -0.60% today. UNH's $1.5B AI Push: Can It Deliver More Than Cost Savings?. Market cap 386.51B. #52weekhigh
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M Mohan
M Mohan@mukund·
$ANET just hit a 52-week high, up +8.76% today. Why Arista Networks (Market cap 227.98B. #52weekhigh
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