Anthony Hughes

Don’t recommend the stutter

The last time the ceo of the world’s most valuable company danced on stage (gates/balmer) the stock fell 69% and traded at 8x pe for a decade

First bit of World Cup coverage from me. ‘He’s going to make us a better team’: Tony Popovic says there’s no risk with Cristian Volpato’s Socceroos call-up smh.com.au/sport/soccer/h…

About those fees, Jamie…

Holy sh*t The JPMorgan CEO Jamie Dimon said this morning that $SoFi is taking a slice of JPMorgan business

The profitable SaaS IPO is back? 📈 Entrata just filed: $574M implied ARR, +23% growth, and GAAP-profitable (18% operating margin, +11% net income). They offer a leading property management software solution and are PE-owned (founded in 2003). It's the largest software company ever to IPO while growing 20%+ and GAAP operating-profitable. Every name that filed at this scale — Snowflake, Palantir, Figma, Dropbox — was losing money. The last profitable-growth SaaS IPO like it was Veeva, at half the size. We looked back at over 150 SaaS IPOs. It will be an interesting case study on what's possible for valuation for Cloud 1.0 companies vs. AI-native...likely at least $5 billion.

In HUGE news, Cristian Volpato has officially been added to the CommBank @socceroos train-on squad! 🇦🇺✨ After switching his international allegiance from Italy to Australia, could the 22-year-old make his CommBank Socceroos debut tomorrow against Mexico? 👀 Watch #MEXvAUS live and exclusive from 11:30am on Paramount+ 📺

Explore the data behind Australia’s elite fortunes, the surge toward a trillion-dollar milestone, and how local billionaires compare to Elon Musk. ebx.sh/qDvreq

Altimeter CEO Brad Gerstner said one of the hardest parts of investing is letting your winners continue to run while trimming around the edges when positions become extended. He continues to believe AI is where investors want to be positioned long term. At the same time, he cautioned that markets have come a long way very quickly and a normal 10-20% pullback would not change the secular AI story. With potential IPOs like $SPCX, Anthropic, and OpenAI on the horizon, having dry powder available may prove just as important as finding the next winner.

Nvidia, Alphabet, Microsoft, Apple, Amazon, Broadcom & Meta are expected to generate a combined $6.3 trillion in profit over the next five years. $6 trillion in profit for 6 companies.

💬 Tony Popovic explains Cristian Volpato’s late selection in the CommBank #Socceroos pre-camp squad 🎙️ 🇲🇽 v 🇦🇺 - 30.5.26 - 7:00pm local 🇲🇽 v 🇦🇺 - 31.5.26 - 12:00pm AEST 📱💻📺 Live on Paramount+

Demand continues to accelerate with record results across all areas of our business: Revenue: $43.8B ⬆️88% YoY ISG Revenue: $29.0B ⬆️181% YoY AI Servers Revenue: $16.1B ⬆️757% YoY Traditional Servers & Networking: $8.5B ⬆️92% YoY Storage Revenue: $4.3B ⬆️8% YoY ISG Op Inc: $3.1B ⬆️206% YoY AI Orders: $24.4B AI Backlog: $51.3B CSG Revenue: $14.6B ⬆️17% YoY CSG Op Inc: $1.2B ⬆️79% YoY Diluted EPS: $5.24 ⬆️282% YoY Non-GAAP Diluted EPS: $4.86 ⬆️214% YoY Q1 Cash Flow from Ops: $4.1B During the quarter, we returned $2.1 billion to shareholders through share repurchases and dividends. For FY'27, we now expect total company revenues to grow to $167B and EPS to grow by 74%. Last week at Dell Technologies World, we explained more about the massive AI buildout: dell.com/en-us/blog/del… Grateful to our customers, partners, and the @Dell team who make this all happen. Onward! 🙏🚀 #PlayNiceButWin

Portfolio Startup to pay Grandfathered 47% CGT

sums it up

A weeks-long rally in space-related stocks came to abrupt halt on Friday, with the explosion of a Blue Origin rocket serving as a glaring reminder of the risks that go hand in hand with the potential riches investors hope to reap bloomberg.com/news/articles/…

Jamie Dimon, complaining about the Clarity Act and Coinbase CEO Brian Armstrong this AM: “He’s spending hundreds of millions of dollars in Washington in this thing.” Maria: “He said he’s representing the whole —” Dimon: “He’s full of shit.” Maria: “…well.”

BTC 70K BTC 70K in 2021 in 2026

Honestly beautiful explosion x.com/SawyerMerritt/…

“We are in the early innings of a multi-decade infrastructure cycle. There are hundreds of billions of legacy systems on-orbit today that are being replaced and we're building out an entirely new layer. SpaceX is at the center of this and they own the rails.” @chadsonofchad joined Romaine Bostick and Isabelle Lee on @Bloomberg’s “The Close” to discuss what’s next for the space economy, from the SpaceX IPO conversation to the growing convergence of AI, orbital infrastructure, and global markets: bloom.bg/4tTz0Db

Prayers out to everyone who bought a laptop instead of options when Trump said "BUY A DELL".