Ubineer
398 posts
@ubineer
Ubineer is a software company helping investors combine the power of human and artificial intelligence to unlock investment opportunities. Try us out!
It's @nvidia Earnings Day. If you know anyone in VC, Wall St, Tech, or hardware, they're nervous today. Don't contact them, just give them our predictions: 1. Q4 Data Center: $35.22B 2. Q4 Revenue: $39.28B 3. Q1 26 Revenue Guide: $42.5B ± 2% #NVDA #Earnings #Nvidia #Ubineer
On Thursday, March 26: Join us at 10:00 AM CT / 11:00 AM ET as we welcome Andi Kerenxhi (@UbineerAndi) of @Ubineer for the latest installment of CAPIS’ Monthly Research Briefing, who will share insights on AI-driven investment strategies. Register now: capis.zoom.us/webinar/regist…
Last week, we welcomed Andi Kerenxhi of @Ubineer for CAPIS’ Monthly Research Briefing, where he shared insights on how AI is reshaping capital allocation, growth trajectories and market expectations for mega-cap stocks. Read the full recap: capis.com/september-2025…
On Thursday, September 25: Join us at 10:00 AM CT / 11:00 AM ET as we welcome Andi Kerenxhi of @Ubineer for the latest installment of CAPIS’ Monthly Research Briefing, who will share insights on AI-driven investment strategies. Register now: capis.zoom.us/webinar/regist…
What if $MSFT FY26 CAPEX is much lower than $80B? What happens to the stock? All you have to look is how much RPO bookings on a YoY basis MSFT has booked. #MSFT #Earnings #EarningsSeason
$nvda Networking data center revenue down QoQ ? Maybe... But don't expect a massive jump unless January was a monster month for them.
