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Andi
526 posts
Andi
@UbineerAndi
Forging investment professional software tools for equity/fixed income analysts/PMs to capture alpha 🗡️ | President & CEO of @ubineer | Not investment advice
Katılım Aralık 2022
21 Takip Edilen22 Takipçiler
I had a lot of fun doing this and I highly recommend any investor with a discretionary edge should view this.
CAPIS@capisinc
Last week, we welcomed Andi Kerenxhi of @Ubineer for CAPIS’ Monthly Research Briefing, where he shared insights on AI-driven CapEx, Big Tech earnings drivers and NVIDIA’s role in the evolving market. Read the full recap: capis.com/capis-march-20…
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Andi retweetledi
Last week, we welcomed Andi Kerenxhi of @Ubineer for CAPIS’ Monthly Research Briefing, where he shared insights on AI-driven CapEx, Big Tech earnings drivers and NVIDIA’s role in the evolving market.
Read the full recap: capis.com/capis-march-20…
English
Andi retweetledi
TOMORROW at 10:00 AM CT / 11:00 AM ET: Andi Kerenxhi of @Ubineer will share insights on AI-driven investment strategies during the March edition of CAPIS’ Monthly Research Briefing. Don’t miss it—register now: capis.zoom.us/webinar/regist…
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CAPIS@capisinc
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…
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$GOOG and $GOOGL investors wondering if it's time to buy or short. Lol
Andi@UbineerAndi
Firebase and GCP are down
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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
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I don’t want to be dramatic but…
If $NVDA misses earnings today almost nothing changes.
Andi@UbineerAndi
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: $42.5B ± 2% #NVDA #Earnings #Nvidia #Ubineer
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$nvda don't tell anyone
Andi@UbineerAndi
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
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Andi retweetledi
Our #CEO leaked our #NVDA predictions:
1. Q4 Data Center: $35.22B
2. Q4 Revenue: $39.28B
3. Q1 26 Revenue Guide: $42.5B ± 2%
Internet do your thing.
#earnings #NVDA
Andi@UbineerAndi
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
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He also wrote the preface for the Chinese version of The Man who solved the Market: How Jim Simons Launched the Quant Revaluation.
So how much is a handshake worth?
A seat at the big boy table + X billions + a data center the size of @xai Colossus data center.
At least!!!
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What is a handshake worth in the age of AI?
<think>... EVERYTHING ...Wait, wait. That's an aha moment I can flag here. Let's reevaluate this step-by-step to identify if correct...
</think>
We all know who is at the center of this pic, but do you know who is shaking his hand?
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Andi retweetledi
Our CEO thinks there is weakness on $NVDA networking category.
Andi@UbineerAndi
$nvda Networking data center revenue down QoQ ? Maybe... But don't expect a massive jump unless January was a monster month for them.
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As the internet grows and fills with AI:
- search is 100x more important
- private communities become key
- human connection premium goes up
- authenticity is differentiation
What else am I missing?
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