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Israel
Joined November 2021
๐Ÿ’ฌ: Walmart ($WMT) just reported a rare quarterly sales miss, with U.S. growth falling to a six-year low. What does this signal? #BridgetPerspective ๐Ÿ‘‡ #AIFinance #Fintech #FinancialMarkets #InvestorEducation #FinanceTwitter #AI
The Kobeissi Letter
@KobeissiLetterAug 20
BREAKING: Walmart stock, $WMT, falls over -8% after posting a rare quarterly sales miss, with US growth falling to a 6-year low. Are consumers running out of money?
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๐Ÿ’ฌ: What are the biggest takeaways from Nike's earnings for investors considering the stock over the next 12โ€“24 months? #BridgetPerspective ๐Ÿ‘‡ ๐Ÿค–: Nike, Inc. [NYSE:NKE] is facing a tough stretch for investors looking ahead 12โ€“24 months, with its fundamentals signaling caution and a challenging turnaround underway. The company is navigating persistent inflation, elevated interest rates, and weakened consumer demand, all of which have led to revenue declines, compressed margins, and underperformance relative to peers. ๐Ÿ”ต Revenue and Earnings Outlook. Nike expects low-to-mid single-digit revenue declines into the first half of fiscal year 2027, and earnings growth isnโ€™t projected until at least the second half of fiscal year 2027. The Q4 2026 results showed revenue at 11.0B USD (down 1% year-over-year) and EPS of 0.72 USD, but much of the profit came from a one-time tariff refundโ€”adjusted EPS was just 0.20 USD. ๐Ÿ”ต Margin and Cash Flow Pressures. Gross margin improvements in Q4 2026 were largely due to a 986M USD tariff recovery, not core business gains. Operating cash flow remains under pressure, with only 430M USD generated in Q1 2026โ€”a 44.57% year-over-year drop. The payout ratio is elevated at 117.12%, meaning Nike is paying out more in dividends than it earns, raising sustainability concerns. ๐Ÿ”ต Regional and Segment Dynamics. North America showed modest gains (wholesale up 10% in Q4), but Greater China revenue fell 17% year-over-year, and Sportswear and Converse are still in turnaround mode. Nike Direct sales were down 9%, with digital channels lagging. The company is intentionally reducing classic footwear inventory and shifting strategy toward an integrated marketplace, but progress is uneven across regions. ๐Ÿ”ต Strategic Changes and Leadership Moves. Management remains confident in their โ€œWin Nowโ€ actions and is focused on operational efficiency, product innovation, and supply chain improvements. The appointment of David M. Denton as CFO is seen as a step to optimize operations, though the turnaround is taking longer than expected. Overall, Nikeโ€™s fundamentals are weak, with significant declines in revenue, net income, and cash flow, and the @BridgeWiseAI recommendation is Sell. Investors should be aware that the near-term outlook is cautious, with ongoing macroeconomic headwinds and operational challenges likely to persist well into fiscal year 2027. The analysis and recommendations presented are based on artificial intelligence and do not constitute, and should not be considered, personalized investment advice. #AIFinance #Fintech #FinancialMarkets #InvestorEducation #FinanceTwitter #AI --- *๐˜‰๐˜ณ๐˜ช๐˜ฅ๐˜จ๐˜ฆ๐˜ตโ„ข ๐˜ฃ๐˜บ @๐˜‰๐˜ณ๐˜ช๐˜ฅ๐˜จ๐˜ฆ๐˜ž๐˜ช๐˜ด๐˜ฆ๐˜ˆ๐˜ ๐˜ช๐˜ด ๐˜ข๐˜ฏ ๐˜ˆ๐˜ ๐˜ค๐˜ฉ๐˜ข๐˜ต ๐˜ง๐˜ฐ๐˜ณ ๐˜ช๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต๐˜ด, ๐˜ฑ๐˜ณ๐˜ฐ๐˜ท๐˜ช๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ณ๐˜ฆ๐˜จ๐˜ถ๐˜ญ๐˜ข๐˜ต๐˜ฐ๐˜ณ๐˜บ-๐˜ค๐˜ฐ๐˜ฎ๐˜ฑ๐˜ญ๐˜ช๐˜ข๐˜ฏ๐˜ต ๐˜ช๐˜ฏ๐˜ด๐˜ช๐˜จ๐˜ฉ๐˜ต๐˜ด & ๐˜ณ๐˜ฆ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ฅ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ฐ๐˜ฏ 50๐˜’+ ๐˜จ๐˜ญ๐˜ฐ๐˜ฃ๐˜ข๐˜ญ ๐˜ด๐˜ฆ๐˜ค๐˜ถ๐˜ณ๐˜ช๐˜ต๐˜ช๐˜ฆ๐˜ด. **๐˜›๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ช๐˜ฏ๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ฆ๐˜ฅ ๐˜ช๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ข๐˜ฏ๐˜ข๐˜ญ๐˜บ๐˜ด๐˜ช๐˜ด ๐˜ช๐˜ด ๐˜ช๐˜ฏ๐˜ต๐˜ฆ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ฅ ๐˜ง๐˜ฐ๐˜ณ ๐˜จ๐˜ฆ๐˜ฏ๐˜ฆ๐˜ณ๐˜ข๐˜ญ ๐˜จ๐˜ถ๐˜ช๐˜ฅ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ฑ๐˜ถ๐˜ณ๐˜ฑ๐˜ฐ๐˜ด๐˜ฆ๐˜ด ๐˜ฐ๐˜ฏ๐˜ญ๐˜บ. ๐˜œ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ณ ๐˜ฏ๐˜ฐ ๐˜ค๐˜ช๐˜ณ๐˜ค๐˜ถ๐˜ฎ๐˜ด๐˜ต๐˜ข๐˜ฏ๐˜ค๐˜ฆ๐˜ด ๐˜ช๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ข๐˜ฅ๐˜ซ๐˜ถ๐˜ด๐˜ต๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ข ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ง๐˜ช๐˜ค ๐˜ง๐˜ข๐˜ค๐˜ต๐˜ฐ๐˜ณ ๐˜ฐ๐˜ณ ๐˜ท๐˜ข๐˜ณ๐˜ช๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐˜ณ๐˜ฆ๐˜ญ๐˜ข๐˜ต๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ช๐˜ฅ๐˜ฆ๐˜ฏ๐˜ต๐˜ช๐˜ต๐˜บ ๐˜ฐ๐˜ง ๐˜ต๐˜ฉ๐˜ฆ ๐˜ณ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ณ๐˜ต ๐˜ณ๐˜ฆ๐˜ข๐˜ฅ๐˜ฆ๐˜ณ. ๐˜›๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ช๐˜ด ๐˜ฏ๐˜ฐ๐˜ต ๐˜ข ๐˜ด๐˜ถ๐˜ฃ๐˜ด๐˜ต๐˜ช๐˜ต๐˜ถ๐˜ต๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ง๐˜ช๐˜ค ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ ๐˜ต๐˜ฉ๐˜ข๐˜ต ๐˜ต๐˜ข๐˜ฌ๐˜ฆ๐˜ด ๐˜ช๐˜ฏ๐˜ต๐˜ฐ ๐˜ค๐˜ฐ๐˜ฏ๐˜ด๐˜ช๐˜ฅ๐˜ฆ๐˜ณ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ง๐˜ช๐˜ค ๐˜ฅ๐˜ข๐˜ต๐˜ข ๐˜ข๐˜ฏ๐˜ฅ ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ฏ๐˜ฆ๐˜ฆ๐˜ฅ๐˜ด ๐˜ฐ๐˜ง ๐˜ฆ๐˜ข๐˜ค๐˜ฉ ๐˜ณ๐˜ฆ๐˜ข๐˜ฅ๐˜ฆ๐˜ณ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ช๐˜ฏ ๐˜ข๐˜ฏ๐˜บ ๐˜ค๐˜ข๐˜ด๐˜ฆ, ๐˜ช๐˜ต ๐˜ช๐˜ด ๐˜ณ๐˜ฆ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ค๐˜ฐ๐˜ฏ๐˜ด๐˜ถ๐˜ญ๐˜ต ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ฑ๐˜ณ๐˜ฐ๐˜ง๐˜ฆ๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜ต๐˜ข๐˜น ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ๐˜ด ๐˜ช๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ๐˜ด๐˜ฆ ๐˜ค๐˜ฐ๐˜ฏ๐˜ต๐˜ฆ๐˜น๐˜ต๐˜ด.
BREAKING ๐Ÿšจ: Nike $NKE falls to its lowest price in almost 12 years ๐Ÿ“‰ ๐Ÿ“‰
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๐Ÿ’ฌ: What drove the Nikkei 225 to a new all-time high above 65,000, and which sectors led the rally? #BridgetPerspective ๐Ÿ‘‡ #AIFinance #Fintech #FinancialMarkets #InvestorEducation #FinanceTwitter #AI
*JAPAN'S NIKKEI 225 INDEX CLOSES AT A NEW ALL-TIME HIGH ABOVE 65,000 ๐Ÿ‡ฏ๐Ÿ‡ต๐Ÿ‡ฏ๐Ÿ‡ต
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๐Ÿ’ฌ: How does TikTokโ€™s European infrastructure investment compare to peers like Meta Platforms and Alphabet in terms of scale and strategy? #BridgetPerspective ๐Ÿ‘‡ ๐Ÿค–: TikTokโ€™s European infrastructure investment is substantial but takes a different path compared to the scale and strategic focus of Meta Platforms, Inc. [NasdaqGS:META] and Alphabet Inc. [NASDAQ:GOOGL]. TikTok is investing โ‚ฌ12 billion (about 13.03 billion USD) over ten years in European data security and localization, building multiple data centers in Finland, Norway, and Ireland, and partnering with cybersecurity firm NCC Group for independent oversight. The primary driver for TikTok is regulatory complianceโ€”ensuring European user data stays within the region and meets strict privacy standards. These investments are about safeguarding operations in the face of mounting regulatory scrutiny, rather than building out AI or advertising infrastructure. Meta Platforms is operating on a much larger scale, with capital expenditures for 2026 alone projected between 115 billion USD and 135 billion USD, a major jump from the 69.69 billion USD spent in 2025. Metaโ€™s strategy is not just about compliance but about transforming itself into an AI infrastructure and advertising powerhouse. The company is channeling tens of billions into data centers, custom AI chips, and large-scale computing, aiming to support its Family of Apps, Reality Labs, and ambitious AI initiatives. By 2028, Metaโ€™s cumulative investment in AI infrastructure and capacity expansion is estimated to approach 600 billion USD, positioning it as a global leader in digital infrastructure and AI capability. Alphabet is also scaling up aggressively, planning between 175 billion USD and 185 billion USD in capital expenditures during 2026, primarily for AI infrastructure. Alphabetโ€™s focus is on expanding Google Cloudโ€™s capacity, AI chips, and supporting the explosive growth in AI-driven services like Gemini and Search. The companyโ€™s strategy is to maintain technological dominance and capture enterprise demand for cloud and AI solutions, with European infrastructure as part of a broader global investment. In summary, while TikTokโ€™s European build-out is significant and tailored to regulatory demands, Meta and Alphabet are investing at a much larger scale with strategies centered on AI, cloud, and global digital infrastructureโ€”making their investments both broader and more transformative for their business models. #AIFinance #Fintech #FinancialMarkets #InvestorEducation #FinanceTwitter #AI --- *๐˜‰๐˜ณ๐˜ช๐˜ฅ๐˜จ๐˜ฆ๐˜ตโ„ข ๐˜ฃ๐˜บ @๐˜‰๐˜ณ๐˜ช๐˜ฅ๐˜จ๐˜ฆ๐˜ž๐˜ช๐˜ด๐˜ฆ๐˜ˆ๐˜ ๐˜ช๐˜ด ๐˜ข๐˜ฏ ๐˜ˆ๐˜ ๐˜ค๐˜ฉ๐˜ข๐˜ต ๐˜ง๐˜ฐ๐˜ณ ๐˜ช๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต๐˜ด, ๐˜ฑ๐˜ณ๐˜ฐ๐˜ท๐˜ช๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ณ๐˜ฆ๐˜จ๐˜ถ๐˜ญ๐˜ข๐˜ต๐˜ฐ๐˜ณ๐˜บ-๐˜ค๐˜ฐ๐˜ฎ๐˜ฑ๐˜ญ๐˜ช๐˜ข๐˜ฏ๐˜ต ๐˜ช๐˜ฏ๐˜ด๐˜ช๐˜จ๐˜ฉ๐˜ต๐˜ด & ๐˜ณ๐˜ฆ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ฅ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ฐ๐˜ฏ 50๐˜’+ ๐˜จ๐˜ญ๐˜ฐ๐˜ฃ๐˜ข๐˜ญ ๐˜ด๐˜ฆ๐˜ค๐˜ถ๐˜ณ๐˜ช๐˜ต๐˜ช๐˜ฆ๐˜ด. **๐˜›๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ช๐˜ฏ๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ฆ๐˜ฅ ๐˜ช๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ข๐˜ฏ๐˜ข๐˜ญ๐˜บ๐˜ด๐˜ช๐˜ด ๐˜ช๐˜ด ๐˜ช๐˜ฏ๐˜ต๐˜ฆ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ฅ ๐˜ง๐˜ฐ๐˜ณ ๐˜จ๐˜ฆ๐˜ฏ๐˜ฆ๐˜ณ๐˜ข๐˜ญ ๐˜จ๐˜ถ๐˜ช๐˜ฅ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ฑ๐˜ถ๐˜ณ๐˜ฑ๐˜ฐ๐˜ด๐˜ฆ๐˜ด ๐˜ฐ๐˜ฏ๐˜ญ๐˜บ. ๐˜œ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ณ ๐˜ฏ๐˜ฐ ๐˜ค๐˜ช๐˜ณ๐˜ค๐˜ถ๐˜ฎ๐˜ด๐˜ต๐˜ข๐˜ฏ๐˜ค๐˜ฆ๐˜ด ๐˜ช๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ข๐˜ฅ๐˜ซ๐˜ถ๐˜ด๐˜ต๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ข ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ง๐˜ช๐˜ค ๐˜ง๐˜ข๐˜ค๐˜ต๐˜ฐ๐˜ณ ๐˜ฐ๐˜ณ ๐˜ท๐˜ข๐˜ณ๐˜ช๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐˜ณ๐˜ฆ๐˜ญ๐˜ข๐˜ต๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ช๐˜ฅ๐˜ฆ๐˜ฏ๐˜ต๐˜ช๐˜ต๐˜บ ๐˜ฐ๐˜ง ๐˜ต๐˜ฉ๐˜ฆ ๐˜ณ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ณ๐˜ต ๐˜ณ๐˜ฆ๐˜ข๐˜ฅ๐˜ฆ๐˜ณ. ๐˜›๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ช๐˜ด ๐˜ฏ๐˜ฐ๐˜ต ๐˜ข ๐˜ด๐˜ถ๐˜ฃ๐˜ด๐˜ต๐˜ช๐˜ต๐˜ถ๐˜ต๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ง๐˜ช๐˜ค ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ ๐˜ต๐˜ฉ๐˜ข๐˜ต ๐˜ต๐˜ข๐˜ฌ๐˜ฆ๐˜ด ๐˜ช๐˜ฏ๐˜ต๐˜ฐ ๐˜ค๐˜ฐ๐˜ฏ๐˜ด๐˜ช๐˜ฅ๐˜ฆ๐˜ณ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ง๐˜ช๐˜ค ๐˜ฅ๐˜ข๐˜ต๐˜ข ๐˜ข๐˜ฏ๐˜ฅ ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ฏ๐˜ฆ๐˜ฆ๐˜ฅ๐˜ด ๐˜ฐ๐˜ง ๐˜ฆ๐˜ข๐˜ค๐˜ฉ ๐˜ณ๐˜ฆ๐˜ข๐˜ฅ๐˜ฆ๐˜ณ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ช๐˜ฏ ๐˜ข๐˜ฏ๐˜บ ๐˜ค๐˜ข๐˜ด๐˜ฆ, ๐˜ช๐˜ต ๐˜ช๐˜ด ๐˜ณ๐˜ฆ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ค๐˜ฐ๐˜ฏ๐˜ด๐˜ถ๐˜ญ๐˜ต ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ฑ๐˜ณ๐˜ฐ๐˜ง๐˜ฆ๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜ต๐˜ข๐˜น ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ๐˜ด ๐˜ช๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ๐˜ด๐˜ฆ ๐˜ค๐˜ฐ๐˜ฏ๐˜ต๐˜ฆ๐˜น๐˜ต๐˜ด.
TikTok plans to invest 1 billion euros ($1.16 billion) to build a second data center in Finland in less than a year as it moves data storage for European users to the continent, company officials said reut.rs/47ON3lu
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We're co-sponsoring @BridgeWiseAI's AInvest 2026 APAC in Bangkok on March 24. ๐Ÿ‡น๐Ÿ‡ญ Rohit Mulani, our CEO of Singapore*, will join, Dor Eligula, Co-Founder & CBO at @BridgeWiseAI, Annie Qiu, Regional Head for Taiwan, Hong Kong and Mainland China at @BridgeWiseAI, Tomer Baumel, Founder and CEO of @Solitics1, and David Metcalfe, Head of ASEAN for Visible Alpha at @SPGlobal, for a panel discussion. The conversation will focus on how AI is being applied in financial services, including how firms across the region are using data, infrastructure, and specialized models to support decision-making. If youโ€™re attending, make sure to check out the panel! Register in the comments below.
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๐Ÿ’ฌ: What should investors expect from @NVIDIA's earnings tomorrow? @BridgetAIChat weighs in: ๐Ÿค–:ย NVIDIA Corporation [NasdaqGS:NVDA] is set to report its Q4 FY2026 earnings, and expectations are running high given the companyโ€™s stellar momentum in AI and data center markets. โšช Revenue is anticipated in the range of 65.6 billion USD to 66.2 billion USD, marking a year-over-year jump of over 67% to 68%. Nvidiaโ€™s own guidance is 65 billion USD, plus or minus 2%. โšช Earnings per share are expected between 1.50 USD and 1.53 USD, up roughly 72% year-over-year. โšช Non-GAAP gross margins are guided around 75%, signaling continued operational strength. โšช Data center revenue is a key focus, projected to reach about 59.9 billion USD (up from 51.2 billion USD in Q3), driven by relentless demand for NVIDIAโ€™s AI chips from hyperscalers and large enterprises. โšช The market is watching for a โ€œbeat and raiseโ€ scenario, as NVIDIA has topped analyst revenue estimates for 13 straight quarters and EPS for 12 consecutive quarters. Investors are also keen on guidance for the next quarter and any commentary on competition, supply chain, and the rollout of next-gen Blackwell and Rubin GPUs. In short, investors should look for another blockbuster quarter with strong AI-driven growth, and the spotlight will be on managementโ€™s outlook for sustained momentum in the face of rising competition and supply chain dynamics. --- *๐˜‰๐˜ณ๐˜ช๐˜ฅ๐˜จ๐˜ฆ๐˜ตโ„ข ๐˜ฃ๐˜บ @๐˜‰๐˜ณ๐˜ช๐˜ฅ๐˜จ๐˜ฆ๐˜ž๐˜ช๐˜ด๐˜ฆ๐˜ˆ๐˜ ๐˜ช๐˜ด ๐˜ข๐˜ฏ ๐˜ˆ๐˜ ๐˜ค๐˜ฉ๐˜ข๐˜ต ๐˜ง๐˜ฐ๐˜ณ ๐˜ช๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต๐˜ด, ๐˜ฑ๐˜ณ๐˜ฐ๐˜ท๐˜ช๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ณ๐˜ฆ๐˜จ๐˜ถ๐˜ญ๐˜ข๐˜ต๐˜ฐ๐˜ณ๐˜บ-๐˜ค๐˜ฐ๐˜ฎ๐˜ฑ๐˜ญ๐˜ช๐˜ข๐˜ฏ๐˜ต ๐˜ช๐˜ฏ๐˜ด๐˜ช๐˜จ๐˜ฉ๐˜ต๐˜ด & ๐˜ณ๐˜ฆ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ฅ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ฐ๐˜ฏ 50๐˜’+ ๐˜จ๐˜ญ๐˜ฐ๐˜ฃ๐˜ข๐˜ญ ๐˜ด๐˜ฆ๐˜ค๐˜ถ๐˜ณ๐˜ช๐˜ต๐˜ช๐˜ฆ๐˜ด. **๐˜›๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ช๐˜ฏ๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ฆ๐˜ฅ ๐˜ช๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ข๐˜ฏ๐˜ข๐˜ญ๐˜บ๐˜ด๐˜ช๐˜ด ๐˜ช๐˜ด ๐˜ช๐˜ฏ๐˜ต๐˜ฆ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ฅ ๐˜ง๐˜ฐ๐˜ณ ๐˜จ๐˜ฆ๐˜ฏ๐˜ฆ๐˜ณ๐˜ข๐˜ญ ๐˜จ๐˜ถ๐˜ช๐˜ฅ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ฑ๐˜ถ๐˜ณ๐˜ฑ๐˜ฐ๐˜ด๐˜ฆ๐˜ด ๐˜ฐ๐˜ฏ๐˜ญ๐˜บ. ๐˜œ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ณ ๐˜ฏ๐˜ฐ ๐˜ค๐˜ช๐˜ณ๐˜ค๐˜ถ๐˜ฎ๐˜ด๐˜ต๐˜ข๐˜ฏ๐˜ค๐˜ฆ๐˜ด ๐˜ช๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ข๐˜ฅ๐˜ซ๐˜ถ๐˜ด๐˜ต๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ข ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ง๐˜ช๐˜ค ๐˜ง๐˜ข๐˜ค๐˜ต๐˜ฐ๐˜ณ ๐˜ฐ๐˜ณ ๐˜ท๐˜ข๐˜ณ๐˜ช๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐˜ณ๐˜ฆ๐˜ญ๐˜ข๐˜ต๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ช๐˜ฅ๐˜ฆ๐˜ฏ๐˜ต๐˜ช๐˜ต๐˜บ ๐˜ฐ๐˜ง ๐˜ต๐˜ฉ๐˜ฆ ๐˜ณ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ณ๐˜ต ๐˜ณ๐˜ฆ๐˜ข๐˜ฅ๐˜ฆ๐˜ณ. ๐˜›๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ช๐˜ด ๐˜ฏ๐˜ฐ๐˜ต ๐˜ข ๐˜ด๐˜ถ๐˜ฃ๐˜ด๐˜ต๐˜ช๐˜ต๐˜ถ๐˜ต๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ง๐˜ช๐˜ค ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ ๐˜ต๐˜ฉ๐˜ข๐˜ต ๐˜ต๐˜ข๐˜ฌ๐˜ฆ๐˜ด ๐˜ช๐˜ฏ๐˜ต๐˜ฐ ๐˜ค๐˜ฐ๐˜ฏ๐˜ด๐˜ช๐˜ฅ๐˜ฆ๐˜ณ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ง๐˜ช๐˜ค ๐˜ฅ๐˜ข๐˜ต๐˜ข ๐˜ข๐˜ฏ๐˜ฅ ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ฏ๐˜ฆ๐˜ฆ๐˜ฅ๐˜ด ๐˜ฐ๐˜ง ๐˜ฆ๐˜ข๐˜ค๐˜ฉ ๐˜ณ๐˜ฆ๐˜ข๐˜ฅ๐˜ฆ๐˜ณ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ช๐˜ฏ ๐˜ข๐˜ฏ๐˜บ ๐˜ค๐˜ข๐˜ด๐˜ฆ, ๐˜ช๐˜ต ๐˜ช๐˜ด ๐˜ณ๐˜ฆ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ค๐˜ฐ๐˜ฏ๐˜ด๐˜ถ๐˜ญ๐˜ต ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ฑ๐˜ณ๐˜ฐ๐˜ง๐˜ฆ๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜ต๐˜ข๐˜น ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ๐˜ด ๐˜ช๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ๐˜ด๐˜ฆ ๐˜ค๐˜ฐ๐˜ฏ๐˜ต๐˜ฆ๐˜น๐˜ต๐˜ด. #AnalyzeWithBridget #AIFinance #Fintech #FinancialMarkets #InvestorEducation #FinanceTwitter
All eyes on $NVDA's earnings tomorrow! This is $NVDA's annual stock returns since 2000, ranked from worst to best: ๐Ÿ”ด2002: -83% ๐Ÿ”ด2008: -76% ๐Ÿ”ด2022: -50% ๐Ÿ”ด2018: -31% ๐Ÿ”ด2010: -18% ๐Ÿ”ด2012: -12% ๐Ÿ”ด2011: -10% ๐ŸŸข2026: 1% (YTD) ๐ŸŸข2004: 2% ๐ŸŸข2014: 25% ๐ŸŸข2013: 31% ๐ŸŸข2007: 38% ๐ŸŸข2025: 39% ๐ŸŸข2000: 40% ๐ŸŸข2005: 51% ๐ŸŸข2015: 64% ๐ŸŸข2019: 76% ๐ŸŸข2017: 81% ๐ŸŸข2003: 102% ๐ŸŸข2006: 108% ๐ŸŸข2020: 122% ๐ŸŸข2021: 125% ๐ŸŸข2009: 132% ๐ŸŸข2024: 171% ๐ŸŸข2016: 224% ๐ŸŸข2023: 239% ๐ŸŸข2001: 308%
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RT @ContextAnalytic: Todayโ€™s video is a little different from our usual sentiment scan. Instead, our CEO shares an important update: Conteโ€ฆ
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U.S. retailers announced more than 8,000 store closures in 2025 despite stable macro expectations for 2026. How should investors reassess brick-and-mortar exposure in companies like @Macys (M) and @Kohls (KSS)? #AskBridget #AIFinance #Fintech #FinancialMarkets #InvestorEducation #FinanceTwitter #AI #Stocks
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NVIDIA AI
@NVIDIAAI2 Dec 2025
Announced today at #AWSreInvent, NVIDIA Nemotron models are now on @Amazon Bedrock. Instantly build scalable, agentic AI apps with open access to Nemotron Nano 2 + Nano 2 VL for text, code, image & video tasks. Industry leaders like @CrowdStrike and @BridgeWiseAI are already using the service to deploy specialized AI agents. Learn more: nvda.ws/3K3676Y
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๐ŸŽฌ @Disney, @Netflix, and @WarnerBros. Discovery show very different profitability profiles. Disneyโ€™s margins are solid and improving, Netflix leads on EBITDA and gross profit, and WBD is facing profitability challenges with a net loss. #AskBridget #AIFinance #Fintech #FinancialMarkets #InvestorEducation #FinanceTwitter #AI
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Bridgetโ€™s Weekly Market Outlook | November 17-21, 2025 ๐Ÿ—“๏ธ ๐Ÿค”: What economic indicators are expected to be released this week and could affect trading trends? ๐Ÿค–: This week, November 17-21, several US economic indicators are set for release that could sway trading trends: the Empire State Manufacturing Index, industrial production, housing starts, jobless claims, and the Producer Price Index. The Federal Reserveโ€™s October meeting minutes will also be released, providing insight into policymakersโ€™ views following last monthโ€™s rate cut and plans to halt the balance sheet runoff in December. Additionally, the final University of Michigan Surveys of Consumers will offer data on consumer sentiment and inflation expectations, while existing home sales will shed light on housing market health. Market participants will be watching these data points closely. Stronger-than-expected industrial production or lower jobless claims can boost equities by signaling economic strength, while weak numbers may pressure cyclical stocks. Positive consumer sentiment and lower inflation expectations can spark equity rallies, while sector rotation into defensive areas like healthcare, energy, and staples may signal waning confidence in tech and AI momentum. The recent government shutdown has added uncertainty, making these releases especially important for gauging the true state of the US economy. *๐˜›๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ช๐˜ฏ๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ฆ๐˜ฅ ๐˜ช๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ข๐˜ฏ๐˜ข๐˜ญ๐˜บ๐˜ด๐˜ช๐˜ด ๐˜ช๐˜ด ๐˜ช๐˜ฏ๐˜ต๐˜ฆ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ฅ ๐˜ง๐˜ฐ๐˜ณ ๐˜จ๐˜ฆ๐˜ฏ๐˜ฆ๐˜ณ๐˜ข๐˜ญ ๐˜จ๐˜ถ๐˜ช๐˜ฅ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ฑ๐˜ถ๐˜ณ๐˜ฑ๐˜ฐ๐˜ด๐˜ฆ๐˜ด ๐˜ฐ๐˜ฏ๐˜ญ๐˜บ. ๐˜œ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ณ ๐˜ฏ๐˜ฐ ๐˜ค๐˜ช๐˜ณ๐˜ค๐˜ถ๐˜ฎ๐˜ด๐˜ต๐˜ข๐˜ฏ๐˜ค๐˜ฆ๐˜ด ๐˜ช๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ข๐˜ฅ๐˜ซ๐˜ถ๐˜ด๐˜ต๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ข ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ง๐˜ช๐˜ค ๐˜ง๐˜ข๐˜ค๐˜ต๐˜ฐ๐˜ณ ๐˜ฐ๐˜ณ ๐˜ท๐˜ข๐˜ณ๐˜ช๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐˜ณ๐˜ฆ๐˜ญ๐˜ข๐˜ต๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ช๐˜ฅ๐˜ฆ๐˜ฏ๐˜ต๐˜ช๐˜ต๐˜บ ๐˜ฐ๐˜ง ๐˜ต๐˜ฉ๐˜ฆ ๐˜ณ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ณ๐˜ต ๐˜ณ๐˜ฆ๐˜ข๐˜ฅ๐˜ฆ๐˜ณ. ๐˜›๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ช๐˜ด ๐˜ฏ๐˜ฐ๐˜ต ๐˜ข ๐˜ด๐˜ถ๐˜ฃ๐˜ด๐˜ต๐˜ช๐˜ต๐˜ถ๐˜ต๐˜ฆ ๐˜ง๐˜ฐ๐˜ณ ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ง๐˜ช๐˜ค ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ ๐˜ต๐˜ฉ๐˜ข๐˜ต ๐˜ต๐˜ข๐˜ฌ๐˜ฆ๐˜ด ๐˜ช๐˜ฏ๐˜ต๐˜ฐ ๐˜ค๐˜ฐ๐˜ฏ๐˜ด๐˜ช๐˜ฅ๐˜ฆ๐˜ณ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ง๐˜ช๐˜ค ๐˜ฅ๐˜ข๐˜ต๐˜ข ๐˜ข๐˜ฏ๐˜ฅ ๐˜ด๐˜ฑ๐˜ฆ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ฏ๐˜ฆ๐˜ฆ๐˜ฅ๐˜ด ๐˜ฐ๐˜ง ๐˜ฆ๐˜ข๐˜ค๐˜ฉ ๐˜ณ๐˜ฆ๐˜ข๐˜ฅ๐˜ฆ๐˜ณ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ช๐˜ฏ ๐˜ข๐˜ฏ๐˜บ ๐˜ค๐˜ข๐˜ด๐˜ฆ, ๐˜ช๐˜ต ๐˜ช๐˜ด ๐˜ณ๐˜ฆ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ค๐˜ฐ๐˜ฏ๐˜ด๐˜ถ๐˜ญ๐˜ต ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ฑ๐˜ณ๐˜ฐ๐˜ง๐˜ฆ๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜ต๐˜ข๐˜น ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ๐˜ด ๐˜ช๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ๐˜ด๐˜ฆ ๐˜ค๐˜ฐ๐˜ฏ๐˜ต๐˜ฆ๐˜น๐˜ต๐˜ด. #BridgetMarketHighlights #AIFinance #Fintech #FinancialMarkets #InvestorEducation #FinanceTwitter
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๐Ÿ’ธ๐Ÿค–๐Ÿ’ธIsraeli startup Bridgewise raises $21M for its AI-powered financial intelligence platform. techfundingnews.com/israeli-โ€ฆ @BridgeWiseAI @sixgroup #AI #fintech #funding #Israel #news #Startups
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Flashlight syndrome รฉ um fenรดmeno que atrapalha a pulverizaรงรฃo dos investimentos no mercado por causa do foco em poucas empresas. Neste vรญdeo, explico como a @BridgeWiseAI ajuda no crescimento dessa pulverizaรงรฃo e na democratizaรงรฃo dos investimentos. #inteligรชnciaartificial
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Bridgewise retweeted
#MindtheTechNY2022 @DesheAnalytics: Turning millions of data points into stock insights calcalistech.com/ctechnews/aโ€ฆ
My gang for Thailand. ื ื•ืกืขื™ื ืœื›ื ืก, ืืคืฉืจ ืœื”ืจื’ืข ๐Ÿ˜‚ @DesheAnalytics
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How Deshe can take your stock analysis to the next level buff.ly/3AyqY9g #stocks @DesheAnalytics
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Bridgewise retweeted
#ื”ื’ื‘ืจืช - ืžืคื ืง ื”ื‘ื•ืงืจ ืขื ื ื™ืชื•ื— ืžืืงืจื•. ืขื›ืฉื™ื• ื‘ืคื™ืฆื•ืฆื™ื” ื”ืงืจื•ื‘ื” ืœืžืขืจื›ืช ื”ืžืกื—ืจ ืฉืœืš. #ืกื•ืœืืจืื“ื’ -
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Deshe Analytics @DesheAnalytics Raises $6.5 Million in Seed Round #SaaS #AI #ML #EquityResearch and #Insight #FundamentalAnalysis #seedround to make advanced analysis technology accessible to investors all over the world #funding thesaasnews.com/news/deshe-aโ€ฆ