Bridgewise retweeted
๐ฌ: Walmart ($WMT) just reported a rare quarterly sales miss, with U.S. growth falling to a six-year low. What does this signal?
#BridgetPerspective ๐
#AIFinance #Fintech #FinancialMarkets #InvestorEducation #FinanceTwitter #AI
The Kobeissi Letter@KobeissiLetterAug 20United States
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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?
Bridgewise retweeted
๐ฌ: What are the biggest takeaways from Nike's earnings for investors considering the stock over the next 12โ24 months?
#BridgetPerspective ๐
๐ค: Nike, Inc. [NYSE:NKE] is facing a tough stretch for investors looking ahead 12โ24 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.
๐ต Revenue and Earnings Outlook. Nike expects low-to-mid single-digit revenue declines into the first half of fiscal year 2027, and earnings growth isnโt 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 refundโadjusted EPS was just 0.20 USD.
๐ต 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 2026โa 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.
๐ต 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.
๐ต Strategic Changes and Leadership Moves. Management remains confident in their โWin 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, Nikeโs 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
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*๐๐ณ๐ช๐ฅ๐จ๐ฆ๐ตโข ๐ฃ๐บ @๐๐ณ๐ช๐ฅ๐จ๐ฆ๐๐ช๐ด๐ฆ๐๐ ๐ช๐ด ๐ข๐ฏ ๐๐ ๐ค๐ฉ๐ข๐ต ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด, ๐ฑ๐ณ๐ฐ๐ท๐ช๐ฅ๐ช๐ฏ๐จ ๐ณ๐ฆ๐จ๐ถ๐ญ๐ข๐ต๐ฐ๐ณ๐บ-๐ค๐ฐ๐ฎ๐ฑ๐ญ๐ช๐ข๐ฏ๐ต ๐ช๐ฏ๐ด๐ช๐จ๐ฉ๐ต๐ด & ๐ณ๐ฆ๐ค๐ฐ๐ฎ๐ฎ๐ฆ๐ฏ๐ฅ๐ข๐ต๐ช๐ฐ๐ฏ๐ด ๐ฐ๐ฏ 50๐+ ๐จ๐ญ๐ฐ๐ฃ๐ข๐ญ ๐ด๐ฆ๐ค๐ถ๐ณ๐ช๐ต๐ช๐ฆ๐ด.
**๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ช๐ฏ๐ค๐ญ๐ถ๐ฅ๐ฆ๐ฅ ๐ช๐ฏ ๐ต๐ฉ๐ฆ ๐ข๐ฏ๐ข๐ญ๐บ๐ด๐ช๐ด ๐ช๐ด ๐ช๐ฏ๐ต๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ง๐ฐ๐ณ ๐จ๐ฆ๐ฏ๐ฆ๐ณ๐ข๐ญ ๐จ๐ถ๐ช๐ฅ๐ข๐ฏ๐ค๐ฆ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ. ๐๐ฏ๐ฅ๐ฆ๐ณ ๐ฏ๐ฐ ๐ค๐ช๐ณ๐ค๐ถ๐ฎ๐ด๐ต๐ข๐ฏ๐ค๐ฆ๐ด ๐ช๐ด ๐ต๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ข๐ฅ๐ซ๐ถ๐ด๐ต๐ฆ๐ฅ ๐ต๐ฐ ๐ข ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ง๐ข๐ค๐ต๐ฐ๐ณ ๐ฐ๐ณ ๐ท๐ข๐ณ๐ช๐ข๐ฃ๐ญ๐ฆ ๐ณ๐ฆ๐ญ๐ข๐ต๐ฆ๐ฅ ๐ต๐ฐ ๐ต๐ฉ๐ฆ ๐ช๐ฅ๐ฆ๐ฏ๐ต๐ช๐ต๐บ ๐ฐ๐ง ๐ต๐ฉ๐ฆ ๐ณ๐ฆ๐ฑ๐ฐ๐ณ๐ต ๐ณ๐ฆ๐ข๐ฅ๐ฆ๐ณ. ๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ช๐ด ๐ฏ๐ฐ๐ต ๐ข ๐ด๐ถ๐ฃ๐ด๐ต๐ช๐ต๐ถ๐ต๐ฆ ๐ง๐ฐ๐ณ ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ข๐ฅ๐ท๐ช๐ค๐ฆ ๐ต๐ฉ๐ข๐ต ๐ต๐ข๐ฌ๐ฆ๐ด ๐ช๐ฏ๐ต๐ฐ ๐ค๐ฐ๐ฏ๐ด๐ช๐ฅ๐ฆ๐ณ๐ข๐ต๐ช๐ฐ๐ฏ ๐ต๐ฉ๐ฆ ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ฅ๐ข๐ต๐ข ๐ข๐ฏ๐ฅ ๐ด๐ฑ๐ฆ๐ค๐ช๐ข๐ญ ๐ฏ๐ฆ๐ฆ๐ฅ๐ด ๐ฐ๐ง ๐ฆ๐ข๐ค๐ฉ ๐ณ๐ฆ๐ข๐ฅ๐ฆ๐ณ, ๐ข๐ฏ๐ฅ ๐ช๐ฏ ๐ข๐ฏ๐บ ๐ค๐ข๐ด๐ฆ, ๐ช๐ต ๐ช๐ด ๐ณ๐ฆ๐ค๐ฐ๐ฎ๐ฎ๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ต๐ฐ ๐ค๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ฑ๐ณ๐ฐ๐ง๐ฆ๐ด๐ด๐ช๐ฐ๐ฏ๐ข๐ญ๐ด ๐ข๐ฏ๐ฅ ๐ต๐ข๐น ๐ข๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐ด ๐ช๐ฏ ๐ต๐ฉ๐ฆ๐ด๐ฆ ๐ค๐ฐ๐ฏ๐ต๐ฆ๐น๐ต๐ด.
BREAKING ๐จ: Nike
$NKE falls to its lowest price in almost 12 years ๐ ๐
Bridgewise retweeted
๐ฌ: What drove the Nikkei 225 to a new all-time high above 65,000, and which sectors led the rally?
#BridgetPerspective ๐
#AIFinance #Fintech #FinancialMarkets #InvestorEducation #FinanceTwitter #AI
Bridgewise retweeted
๐ฌ: How does TikTokโs European infrastructure investment compare to peers like Meta Platforms and Alphabet in terms of scale and strategy?
#BridgetPerspective ๐
๐ค: TikTokโs 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 โฌ12 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 complianceโensuring 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. Metaโs 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, Metaโs 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. Alphabetโs focus is on expanding Google Cloudโs capacity, AI chips, and supporting the explosive growth in AI-driven services like Gemini and Search. The companyโs 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 TikTokโs 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 infrastructureโmaking their investments both broader and more transformative for their business models.
#AIFinance #Fintech #FinancialMarkets #InvestorEducation #FinanceTwitter #AI
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*๐๐ณ๐ช๐ฅ๐จ๐ฆ๐ตโข ๐ฃ๐บ @๐๐ณ๐ช๐ฅ๐จ๐ฆ๐๐ช๐ด๐ฆ๐๐ ๐ช๐ด ๐ข๐ฏ ๐๐ ๐ค๐ฉ๐ข๐ต ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด, ๐ฑ๐ณ๐ฐ๐ท๐ช๐ฅ๐ช๐ฏ๐จ ๐ณ๐ฆ๐จ๐ถ๐ญ๐ข๐ต๐ฐ๐ณ๐บ-๐ค๐ฐ๐ฎ๐ฑ๐ญ๐ช๐ข๐ฏ๐ต ๐ช๐ฏ๐ด๐ช๐จ๐ฉ๐ต๐ด & ๐ณ๐ฆ๐ค๐ฐ๐ฎ๐ฎ๐ฆ๐ฏ๐ฅ๐ข๐ต๐ช๐ฐ๐ฏ๐ด ๐ฐ๐ฏ 50๐+ ๐จ๐ญ๐ฐ๐ฃ๐ข๐ญ ๐ด๐ฆ๐ค๐ถ๐ณ๐ช๐ต๐ช๐ฆ๐ด.
**๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ช๐ฏ๐ค๐ญ๐ถ๐ฅ๐ฆ๐ฅ ๐ช๐ฏ ๐ต๐ฉ๐ฆ ๐ข๐ฏ๐ข๐ญ๐บ๐ด๐ช๐ด ๐ช๐ด ๐ช๐ฏ๐ต๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ง๐ฐ๐ณ ๐จ๐ฆ๐ฏ๐ฆ๐ณ๐ข๐ญ ๐จ๐ถ๐ช๐ฅ๐ข๐ฏ๐ค๐ฆ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ. ๐๐ฏ๐ฅ๐ฆ๐ณ ๐ฏ๐ฐ ๐ค๐ช๐ณ๐ค๐ถ๐ฎ๐ด๐ต๐ข๐ฏ๐ค๐ฆ๐ด ๐ช๐ด ๐ต๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ข๐ฅ๐ซ๐ถ๐ด๐ต๐ฆ๐ฅ ๐ต๐ฐ ๐ข ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ง๐ข๐ค๐ต๐ฐ๐ณ ๐ฐ๐ณ ๐ท๐ข๐ณ๐ช๐ข๐ฃ๐ญ๐ฆ ๐ณ๐ฆ๐ญ๐ข๐ต๐ฆ๐ฅ ๐ต๐ฐ ๐ต๐ฉ๐ฆ ๐ช๐ฅ๐ฆ๐ฏ๐ต๐ช๐ต๐บ ๐ฐ๐ง ๐ต๐ฉ๐ฆ ๐ณ๐ฆ๐ฑ๐ฐ๐ณ๐ต ๐ณ๐ฆ๐ข๐ฅ๐ฆ๐ณ. ๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ช๐ด ๐ฏ๐ฐ๐ต ๐ข ๐ด๐ถ๐ฃ๐ด๐ต๐ช๐ต๐ถ๐ต๐ฆ ๐ง๐ฐ๐ณ ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ข๐ฅ๐ท๐ช๐ค๐ฆ ๐ต๐ฉ๐ข๐ต ๐ต๐ข๐ฌ๐ฆ๐ด ๐ช๐ฏ๐ต๐ฐ ๐ค๐ฐ๐ฏ๐ด๐ช๐ฅ๐ฆ๐ณ๐ข๐ต๐ช๐ฐ๐ฏ ๐ต๐ฉ๐ฆ ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ฅ๐ข๐ต๐ข ๐ข๐ฏ๐ฅ ๐ด๐ฑ๐ฆ๐ค๐ช๐ข๐ญ ๐ฏ๐ฆ๐ฆ๐ฅ๐ด ๐ฐ๐ง ๐ฆ๐ข๐ค๐ฉ ๐ณ๐ฆ๐ข๐ฅ๐ฆ๐ณ, ๐ข๐ฏ๐ฅ ๐ช๐ฏ ๐ข๐ฏ๐บ ๐ค๐ข๐ด๐ฆ, ๐ช๐ต ๐ช๐ด ๐ณ๐ฆ๐ค๐ฐ๐ฎ๐ฎ๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ต๐ฐ ๐ค๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ฑ๐ณ๐ฐ๐ง๐ฆ๐ด๐ด๐ช๐ฐ๐ฏ๐ข๐ญ๐ด ๐ข๐ฏ๐ฅ ๐ต๐ข๐น ๐ข๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐ด ๐ช๐ฏ ๐ต๐ฉ๐ฆ๐ด๐ฆ ๐ค๐ฐ๐ฏ๐ต๐ฆ๐น๐ต๐ด.
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
TikTok to build a second billion-euro data center in Finland -Business
We're co-sponsoring @BridgeWiseAI's AInvest 2026 APAC in Bangkok on March 24. ๐น๐ญ
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 youโre attending, make sure to check out the panel! Register in the comments below.
Bridgewise retweeted
๐ฌ: What should investors expect from @NVIDIA's earnings tomorrow?
@BridgetAIChat weighs in:
๐ค:ย NVIDIA Corporation [NasdaqGS:NVDA] is set to report its Q4 FY2026 earnings, and expectations are running high given the companyโs stellar momentum in AI and data center markets.
โช 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%. Nvidiaโs own guidance is 65 billion USD, plus or minus 2%.
โช Earnings per share are expected between 1.50 USD and 1.53 USD, up roughly 72% year-over-year.
โช Non-GAAP gross margins are guided around 75%, signaling continued operational strength.
โช 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 NVIDIAโs AI chips from hyperscalers and large enterprises.
โช The market is watching for a โbeat 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 managementโs outlook for sustained momentum in the face of rising competition and supply chain dynamics.
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*๐๐ณ๐ช๐ฅ๐จ๐ฆ๐ตโข ๐ฃ๐บ @๐๐ณ๐ช๐ฅ๐จ๐ฆ๐๐ช๐ด๐ฆ๐๐ ๐ช๐ด ๐ข๐ฏ ๐๐ ๐ค๐ฉ๐ข๐ต ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด, ๐ฑ๐ณ๐ฐ๐ท๐ช๐ฅ๐ช๐ฏ๐จ ๐ณ๐ฆ๐จ๐ถ๐ญ๐ข๐ต๐ฐ๐ณ๐บ-๐ค๐ฐ๐ฎ๐ฑ๐ญ๐ช๐ข๐ฏ๐ต ๐ช๐ฏ๐ด๐ช๐จ๐ฉ๐ต๐ด & ๐ณ๐ฆ๐ค๐ฐ๐ฎ๐ฎ๐ฆ๐ฏ๐ฅ๐ข๐ต๐ช๐ฐ๐ฏ๐ด ๐ฐ๐ฏ 50๐+ ๐จ๐ญ๐ฐ๐ฃ๐ข๐ญ ๐ด๐ฆ๐ค๐ถ๐ณ๐ช๐ต๐ช๐ฆ๐ด.
**๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ช๐ฏ๐ค๐ญ๐ถ๐ฅ๐ฆ๐ฅ ๐ช๐ฏ ๐ต๐ฉ๐ฆ ๐ข๐ฏ๐ข๐ญ๐บ๐ด๐ช๐ด ๐ช๐ด ๐ช๐ฏ๐ต๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ง๐ฐ๐ณ ๐จ๐ฆ๐ฏ๐ฆ๐ณ๐ข๐ญ ๐จ๐ถ๐ช๐ฅ๐ข๐ฏ๐ค๐ฆ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ. ๐๐ฏ๐ฅ๐ฆ๐ณ ๐ฏ๐ฐ ๐ค๐ช๐ณ๐ค๐ถ๐ฎ๐ด๐ต๐ข๐ฏ๐ค๐ฆ๐ด ๐ช๐ด ๐ต๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ข๐ฅ๐ซ๐ถ๐ด๐ต๐ฆ๐ฅ ๐ต๐ฐ ๐ข ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ง๐ข๐ค๐ต๐ฐ๐ณ ๐ฐ๐ณ ๐ท๐ข๐ณ๐ช๐ข๐ฃ๐ญ๐ฆ ๐ณ๐ฆ๐ญ๐ข๐ต๐ฆ๐ฅ ๐ต๐ฐ ๐ต๐ฉ๐ฆ ๐ช๐ฅ๐ฆ๐ฏ๐ต๐ช๐ต๐บ ๐ฐ๐ง ๐ต๐ฉ๐ฆ ๐ณ๐ฆ๐ฑ๐ฐ๐ณ๐ต ๐ณ๐ฆ๐ข๐ฅ๐ฆ๐ณ. ๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ช๐ด ๐ฏ๐ฐ๐ต ๐ข ๐ด๐ถ๐ฃ๐ด๐ต๐ช๐ต๐ถ๐ต๐ฆ ๐ง๐ฐ๐ณ ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ข๐ฅ๐ท๐ช๐ค๐ฆ ๐ต๐ฉ๐ข๐ต ๐ต๐ข๐ฌ๐ฆ๐ด ๐ช๐ฏ๐ต๐ฐ ๐ค๐ฐ๐ฏ๐ด๐ช๐ฅ๐ฆ๐ณ๐ข๐ต๐ช๐ฐ๐ฏ ๐ต๐ฉ๐ฆ ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ฅ๐ข๐ต๐ข ๐ข๐ฏ๐ฅ ๐ด๐ฑ๐ฆ๐ค๐ช๐ข๐ญ ๐ฏ๐ฆ๐ฆ๐ฅ๐ด ๐ฐ๐ง ๐ฆ๐ข๐ค๐ฉ ๐ณ๐ฆ๐ข๐ฅ๐ฆ๐ณ, ๐ข๐ฏ๐ฅ ๐ช๐ฏ ๐ข๐ฏ๐บ ๐ค๐ข๐ด๐ฆ, ๐ช๐ต ๐ช๐ด ๐ณ๐ฆ๐ค๐ฐ๐ฎ๐ฎ๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ต๐ฐ ๐ค๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ฑ๐ณ๐ฐ๐ง๐ฆ๐ด๐ด๐ช๐ฐ๐ฏ๐ข๐ญ๐ด ๐ข๐ฏ๐ฅ ๐ต๐ข๐น ๐ข๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐ด ๐ช๐ฏ ๐ต๐ฉ๐ฆ๐ด๐ฆ ๐ค๐ฐ๐ฏ๐ต๐ฆ๐น๐ต๐ด.
#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:
๐ด2002: -83%
๐ด2008: -76%
๐ด2022: -50%
๐ด2018: -31%
๐ด2010: -18%
๐ด2012: -12%
๐ด2011: -10%
๐ข2026: 1% (YTD)
๐ข2004: 2%
๐ข2014: 25%
๐ข2013: 31%
๐ข2007: 38%
๐ข2025: 39%
๐ข2000: 40%
๐ข2005: 51%
๐ข2015: 64%
๐ข2019: 76%
๐ข2017: 81%
๐ข2003: 102%
๐ข2006: 108%
๐ข2020: 122%
๐ข2021: 125%
๐ข2009: 132%
๐ข2024: 171%
๐ข2016: 224%
๐ข2023: 239%
๐ข2001: 308%
RT @ContextAnalytic: Todayโs video is a little different from our usual sentiment scan.
Instead, our CEO shares an important update: Conteโฆ
Bridgewise retweeted
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
Bridgewise retweeted

NVIDIA AI@NVIDIAAI2 Dec 2025
United States
United StatesConnected via WebAccount-level information, not a live location or per-post device.
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
Bridgewise retweeted
๐ฌ @Disney, @Netflix, and @WarnerBros. Discovery show very different profitability profiles. Disneyโs 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
Bridgewise retweeted
Bridgetโs Weekly Market Outlook | November 17-21, 2025 ๐๏ธ
๐ค: What economic indicators are expected to be released this week and could affect trading trends?
๐ค: 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 Reserveโs October meeting minutes will also be released, providing insight into policymakersโ views following last monthโs 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.
*๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ช๐ฏ๐ค๐ญ๐ถ๐ฅ๐ฆ๐ฅ ๐ช๐ฏ ๐ต๐ฉ๐ฆ ๐ข๐ฏ๐ข๐ญ๐บ๐ด๐ช๐ด ๐ช๐ด ๐ช๐ฏ๐ต๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ง๐ฐ๐ณ ๐จ๐ฆ๐ฏ๐ฆ๐ณ๐ข๐ญ ๐จ๐ถ๐ช๐ฅ๐ข๐ฏ๐ค๐ฆ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ. ๐๐ฏ๐ฅ๐ฆ๐ณ ๐ฏ๐ฐ ๐ค๐ช๐ณ๐ค๐ถ๐ฎ๐ด๐ต๐ข๐ฏ๐ค๐ฆ๐ด ๐ช๐ด ๐ต๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ข๐ฅ๐ซ๐ถ๐ด๐ต๐ฆ๐ฅ ๐ต๐ฐ ๐ข ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ง๐ข๐ค๐ต๐ฐ๐ณ ๐ฐ๐ณ ๐ท๐ข๐ณ๐ช๐ข๐ฃ๐ญ๐ฆ ๐ณ๐ฆ๐ญ๐ข๐ต๐ฆ๐ฅ ๐ต๐ฐ ๐ต๐ฉ๐ฆ ๐ช๐ฅ๐ฆ๐ฏ๐ต๐ช๐ต๐บ ๐ฐ๐ง ๐ต๐ฉ๐ฆ ๐ณ๐ฆ๐ฑ๐ฐ๐ณ๐ต ๐ณ๐ฆ๐ข๐ฅ๐ฆ๐ณ. ๐๐ฉ๐ฆ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ช๐ด ๐ฏ๐ฐ๐ต ๐ข ๐ด๐ถ๐ฃ๐ด๐ต๐ช๐ต๐ถ๐ต๐ฆ ๐ง๐ฐ๐ณ ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ข๐ฅ๐ท๐ช๐ค๐ฆ ๐ต๐ฉ๐ข๐ต ๐ต๐ข๐ฌ๐ฆ๐ด ๐ช๐ฏ๐ต๐ฐ ๐ค๐ฐ๐ฏ๐ด๐ช๐ฅ๐ฆ๐ณ๐ข๐ต๐ช๐ฐ๐ฏ ๐ต๐ฉ๐ฆ ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ฅ๐ข๐ต๐ข ๐ข๐ฏ๐ฅ ๐ด๐ฑ๐ฆ๐ค๐ช๐ข๐ญ ๐ฏ๐ฆ๐ฆ๐ฅ๐ด ๐ฐ๐ง ๐ฆ๐ข๐ค๐ฉ ๐ณ๐ฆ๐ข๐ฅ๐ฆ๐ณ, ๐ข๐ฏ๐ฅ ๐ช๐ฏ ๐ข๐ฏ๐บ ๐ค๐ข๐ด๐ฆ, ๐ช๐ต ๐ช๐ด ๐ณ๐ฆ๐ค๐ฐ๐ฎ๐ฎ๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ต๐ฐ ๐ค๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ฑ๐ณ๐ฐ๐ง๐ฆ๐ด๐ด๐ช๐ฐ๐ฏ๐ข๐ญ๐ด ๐ข๐ฏ๐ฅ ๐ต๐ข๐น ๐ข๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐ด ๐ช๐ฏ ๐ต๐ฉ๐ฆ๐ด๐ฆ ๐ค๐ฐ๐ฏ๐ต๐ฆ๐น๐ต๐ด.
#BridgetMarketHighlights
#AIFinance #Fintech #FinancialMarkets #InvestorEducation #FinanceTwitter
Bridgewise retweeted
๐ธ๐ค๐ธIsraeli startup Bridgewise raises $21M for its AI-powered financial intelligence platform. techfundingnews.com/israeli-โฆ @BridgeWiseAI @sixgroup #AI #fintech #funding #Israel #news #Startups
Bridgewise retweeted
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
Bridgewise retweeted
.@BridgeWiseAI: Making high-end financial research accessible to all
Featuring Dor Eligula >>
calcalistech.com/ctechnews/aโฆ
Bridgewise retweeted
#MindtheTechNY2022
@DesheAnalytics: Turning millions of data points into stock insights
calcalistech.com/ctechnews/aโฆ
Bridgewise retweeted
My gang for Thailand.
ื ืืกืขืื ืืื ืก, ืืคืฉืจ ืืืจืืข ๐
@DesheAnalytics
Bridgewise retweeted
How Deshe can take your stock analysis to the next level buff.ly/3AyqY9g #stocks @DesheAnalytics
Bridgewise retweeted
#ืืืืจืช - ืืคื ืง ืืืืงืจ ืขื ื ืืชืื ืืืงืจื. ืขืืฉืื ืืคืืฆืืฆืื ืืงืจืืื ืืืขืจืืช ืืืกืืจ ืฉืื. #ืกืืืืจืืื -
Bridgewise retweeted
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-aโฆ
























