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Hate it when this happens. Texted the following to a friend a week ago after doing screens I did on @fintool, asking if a few names that hit my screens are on his radar, including $CVLT…. Today -30%. (Digging deeper into those screens!)

Please read this BANGER by my colleague @ishanxnagpal. He explains how the @fintool agent is automating the forward-deployed engineer role. A proactive skill and memory creation agent reviews users’ conversations and documents to update a UserMemories.md file. This helps Fintool tailor its answers to each user. The agent actually has an advantage over a human FDE: it can hold your entire history in context (every conversation, every watchlist, every document you’ve created). A human forgets. The @fintool agent reads it all and personalize your account. It’s like having one FDE per customer.

Broadcom Q4 FY2025 Earnings: AI revenue hit $6.5B (+74% YoY) as custom XPU demand accelerates. Key highlights: - Total revenue: $18.0B (+28% YoY) - FY2025 AI revenue: $20B (+65% YoY) - AI backlog: $73B for next 18 months - Q1 FY26 AI guidance: $8.2B (+100% YoY) Fifth XPU customer acquired. OpenAI partnership for 10GW through 2029 announced. With hyperscalers increasingly building custom silicon to compete with NVIDIA, how do you see the AI chip landscape evolving over the next 2-3 years?

Things are heating up!! December 4, 2025: Netflix and Warner Bros. Discovery announced a definitive merger agreement valued at $82.7 billion enterprise value ($72 billion equity). The deal would give Netflix control of HBO, HBO Max, DC Studios, Harry Potter, Game of Thrones, and Lord of the Rings—while spinning off WBD's cable networks (including CNN) into a separate company December 8, 2025: Paramount Skydance went hostile. CEO David Ellison launched an all-cash tender offer directly to WBD shareholders at $30 per share ($18 billion more in cash value than Netflix's offer!!) ALSO Trump is involved: President Trump has publicly "raised questions" about the Netflix deal and said he would "be involved" in the review process. He stated neither bidding party "are friends of mine" and that he wanted "to do what's right." and... Jared Kushner's Affinity Partners is part of the Paramount's financing consortium. What's not discussed: - If WBD accepts Paramount's offer, it owes Netflix a $2.8 billion breakup fee - If Netflix's deal falls through, Netflix owes $5.8 billion To be continued... on @fintool

Gitlab is an interesting example of public market dynamics. They have consistently grow their quarterly revenue to $244M, reduce their loss to only -$8M per quarter and yet the stock price remains flat since their IPO. Why?

How Manchester United makes money. Commercial revenue (sponsorships, adidas deal) now drives 50% of the business at £333M. But with £734M in costs against £667M revenue, the club posted a £33M loss. No European football next season adds pressure.

@kakashiii111 Very strange the deal was not in a 8-K filing. infographics via @fintool

It worked for Druck, so it surely will work for me. (BTW- it spat out CVX, HAL, SLB, VLO, PBF)

@PetruGabriel @Gubloinvestor $SBUX has $23.1B of net debt & 4.9x net debt to EBITDA $CAVA has $48M of net debt & .3x net debt to EBITDA

That's a "blood in the streets" list! 🩸 The market is pricing in a total consumer collapse across the entire restaurant sector. When a whole industry goes on sale, you don't buy randomly. The goal is to buy the high-quality, "best-in-breed" operators that can survive a downturn and take market share. My watchlist from this list: $CMG & $SBUX: Best-in-class brands with pricing power & global recognition. $DPZ: Classic "trade-down" play that can often do well in a recession. The question isn't just 'which is cheapest,' it's 'which one has the fortress balance sheet to last?' For me, $CMG and $SBUX are the top long-term buys here. What's your #1 pick? #Investing #StockMarket #ValueInvesting #RestaurantStocks $CMG $SBUX $DPZ

Almost every restaurant stocks are at 52 Weeks low, almost 5 years low too. $SG sweetgreen $6.29 $CMG Chipotle $31.69 $SBUX Starbucks $80.87 $JACK jack in the box $16.04 $WEN Wendy $8.54 $CAVA Cava $54 $DPZ domino’s $398 Which one would you buy??

@Gubloinvestor Fintool thinks: $CMG because of pricing power $DPZ because of the value positioning and franchise model. $CAVA because they have the cleanest balance sheet

@alex More here: fintool.com/share/search/k…

I am more and more and more interested in how hypescalers describe their current level of compute v demand during earnings

ok but how much more compute do we need

@alex A lot more. Hyperscalers are demand-constrained right now.

@17catspaw @SkeleCap 👋

@SkeleCap Fintool?

$SNOW changes its accounting practices: - Previously, Snowflake could capitalize (defer as assets) many software development costs and amortize them over time. - Now, they must expense these costs immediately until the software reaches technological feasibility. - This will increase R&D and reduce near-term profitability.

$PANW Update from Citi's Global TMT conference - AI is not a feature enhancement anymore. AI Secuirty is a distinct market category - CyberArk acquisition represents a major strategic pivot into identity security. This represents a core growth driver not previously emphasized in earnings calls - They are making a shift in their M&A strategy from acquiring startups to acquiring established incumbents.

$AI Double Miss on Earnings "The good news is we have completely restructured the sales and services organization, including new and highly experienced leadership across the board to ensure a return to accelerating growth and increased customer success at C3 AI, and even better, we have appointed an exceptionally talented new CEO to take the company to the next level and realize the full potential of the business. The bad news is that financial performance in Q1 was completely unacceptable. Having given this a lot of thought, I attribute this to two factors. One: it is clear that in the short term, the reorganization with new sales and services leadership had a disruptive effect. Two: as we have previously announced, I have had a number of unanticipated health issues. Unfortunately, this prevented me from participating in the sales process as actively as I have in the past." - Former CEO Tom Siebel

$AMZN $BABA $MSFT $GOOGL QoQ Cloud Growth. Do you think BABA can maintain the momentum?