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Netflix is guiding for $6B of revenue growth. "going from $1.5B of ads revenue last year to $3B this year ... that puts ads at about 25% of 2026 growth." – Spencer Neumann, CFO $NFLX

Micron just broke a record. - Revenue: $23.86 billion - Revenue Growth: +75% QoQ / +196% YoY - Revenue Guide: $33.5 billion - Revenue Guide Growth: +40.4% QoQ /+332.3% YoY Name another company with these numbers. $MU

UnitedHealth may be trading at a discount. 10-year average P/S: 1.19x Current P/S: 0.60x $UNH

“We think of free cash flow per share growth as the primary metric correlated with intrinsic value growth.” – Dev Kantesaria $FICO

Amazon AWS has partnered with Cerebras. “Partnering with AWS to build a disaggregated inference solution will bring the fastest inference to a global customer base.” - Andrew Feldman, Cerebras CEO $AMZN

Google Cloud announced it will be among the first providers to offer NVIDIA Vera Rubin systems. As early as the second half of 2026. $GOOGL $GOOG

PayPal's market cap: $42.5b That means, management repurchased approximately 14.24% of the company's total market cap in 2025. $PYPL

It's 100% confirmed. Meta and Nebius Group sign a comprehensive AI agreement starting in 2027. Deal value: $27 Billion $META $NBIS

Reddit might be the worlds fastest growing social media platform. - Total Advertiser Accounts: +75% YoY - Advertising business: +75% YoY - U.S. Revenues: +68% YoY - Intl Revenues: +78% YoY $RDDT

6. S&P Global – $SPGI - Discount: 27% Super Investors: Dev Kantesaria, Chris Hohn, William Von Mueffling

5. Brookfield Corp – $BN - Discount: 23% Super Investors: Josh Tarasoff, Bill Ackman, Chuck Akre

These 6 High-quality stocks are Super Investor favourites. Each one is trading at a discount: 1. Uber Technologies – $UBER - Discount: 28% Super Investors: Bill Ackman, Thomas Russo, Egerton Captial

FICO’s "pricing power" is a case study in monopolistic leverage. FICO Score royalty over time: - 2023: $1.00 - 2024: $3.50 - 2025: $4.95 - 2026: $10.00 That's +900% increase in four years. $FICO

Netflix is plotting a massive buy-back program. "We move forward with $2.8B in our pocket that we didn't have a few weeks ago ... it means now we can turn on our share repurchase program." Spencer Neumann, CFO $NFLX

10. $V - Visa - Dividend/share CAGR: +17.3%

9. $LLY - Eli Lilly and Company - Dividend/share CAGR: 12.6%

High-Growth compounders. 10 dividend machines that you could buy and forget about: 1. $AVGO - Broadcom Inc. - Dividend/share CAGR: +30.8%