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App Economy Insights

@economyapp.extwitter.link

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App Economy Insights @economyapp.extwitter.link · 8h

🗓️ Massive earnings week ahead! What are you watching? • Tuesday: $SPCX $NFLX $IRG $GM $UAL • Wednesday: $META $TSLA $LRCX $TXN $SAP $IBM $ABT $T $MCO $LUV • Thursday: $SPOT $PG $LMT $CMCSA $AAL $APPF All visualized in our newsletter

App Economy Insights @economyapp.extwitter.link · 8h

📊 This Week in Visuals 🔬 $ASML ASML 💊 $JNJ J&J 💼 $UNH UnitedHealth 🇺🇸 $BAC Bank of America 👔 $MS Morgan Stanley 📈 $BLK BlackRock 🏦 $SCHW Schwab 🍕 $DPZ Domino's

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ASML JNJ UNH BAC MS BLK SCHW DPZ

App Economy Insights @economyapp.extwitter.link · 8h

⚡ TSMC just raised its 2026 growth forecast. But CEO C.C. Wei said something even more interesting. AI accelerator revenue was expected to grow 55% annually through 2029. Now he thinks it could be HIGHER. Let's break it down. 👇 $TSM

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⚡ TSMC: Not Slowing Down

The AI boom has a debt problem

App Economy Insights @economyapp.extwitter.link · 8h

$TSM TSMC Q3 FY26: C.C. Wei: "We have no intention to leave food on the table for others, and we want to capture every piece of business possible." • Revenue +41% Y/Y to $46.7B ($1.0B beat). • HPC 68% of revenue (+11pp Y/Y). • EPADR $4.60 ($0.09 beat). FY26 ou... 🔗 x.com/EconomyApp/status/211...

App Economy Insights @economyapp.extwitter.link · 8h

$ASML ASML Q3 FY26: Supply-constrained through 2028. • Net sales +55% Y/Y to €11.7B (€0.1B miss). • Operating margin 44% (+12pp Y/Y). • EPS €12.93 (€2.14 beat). • FY26 Net sales ~€44.5B (€0.5B raise).

App Economy Insights @economyapp.extwitter.link · 8h

🏦 Jamie Dimon has a warning about AI agents. And the implications go beyond banking. $JPM, $GS, $C, and $WFC just reported earnings. Full breakdown with visuals 👇

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🏦 Big Banks Face a New Reality

Trading cools, lending grows, and Dimon warns about AI agents

App Economy Insights @economyapp.extwitter.link · 8h

$JPM JPMorganChase Q3 FY26. • Net revenue +8% Y/Y to $50.9B ($0.3B miss) • Net income +6% Y/Y to $15.3B • Equities trading +49% vs. fixed income -4% • Asset & Wealth AUM +13% Y/Y to $5.2T • FY26 NII guide raised by $0.7B to ~$106.2B

App Economy Insights @economyapp.extwitter.link · 10/10/2026

🗓️ Earnings season is back!! What are you watching this week? • Tuesday: $JPM $GS $WFC $GS $C $JNJ $UNH $DPZ • Wednesday: $ASML $BAC $MS $BLK • Thursday: $TSM $SCHW All visualized in our newsletter

App Economy Insights @economyapp.extwitter.link · 10/10/2026

📊 This Week in Visuals: 🥤 $PEP PepsiCo 🛩️ $DAL Delta 🍺 $STZ Constellation 🌿 $TLRY Tilray

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PEP DAL STZ TLRY

App Economy Insights @economyapp.extwitter.link · 09/10/2026

What happens when you never sell? I've invested every month for 10+ years. Some stocks went nowhere. Others lost most of their value. But a dozen returned 5x, 10x, or 30x. And that was enough to beat the market. Great investing is 1% buying, 99% waiting.

App Economy Insights @economyapp.extwitter.link · 06/10/2026

OpenAI just showed where ChatGPT is heading. Dots can work in the background, use their own cloud computer, and connect to 4,000+ apps. The more work ChatGPT coordinates, the harder it becomes to leave. Who owns the workday? 👇

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🤓 OpenAI’s Next Interface

Dots, agents, and the battle to own your workday

App Economy Insights @economyapp.extwitter.link · 03/10/2026

📊 This Week in Visuals 🌐 $ACN Accenture 👟 $NKE Nike 🛳️ $CCL Carnival 🎿 $MTN Vail Resorts

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ACN NKE CCL MTN

App Economy Insights @economyapp.extwitter.link · 02/10/2026

$MU Micron reported another absurd quarter. • Revenue +379% Y/Y to $54.2B • 87% gross margin • $33.2B free cash flow • Q1 revenue guide +351% Y/Y • Supply to get tighter in FY27/FY28 The market still sees peak earnings.

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🏢 Meta Goes to Work

Zuck makes his move into enterprise

App Economy Insights @economyapp.extwitter.link · 01/10/2026

$NKE Nike Q1 FY27 (ending August 2026): • Revenue -4% Y/Y to $11.2B ($110M miss). • GAAP EPS $0.48 ($0.04 beat). • Inventory -3% Y/Y to $7.8B • Wholesale -1% Y/Y to $6.8B • Direct revenue -8% Y/Y to $4.1B • Greater China revenue -22% Y/Y to $1.2B

App Economy Insights @economyapp.extwitter.link · 30/09/2026

📊 September earnings, visualized. 50+ visuals covering $MU $ORCL $MDB $AVGO $SNOW and many more. Revenue growth, margins, and critical KPIs for each company.

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App Economy Insights @economyapp.extwitter.link · 30/09/2026

$MU Micron Q4 FY26 (August quarter). • Revenue +379% Y/Y to $54.2B ($2.8B beat). ☁️ Cloud Memory +258% Y/Y. ⚙️ Core Data Center +1,042% Y/Y. 📱 Mobile & Client +249% Y/Y. 🛞 Auto & Embedded +376% Y/Y. • Non-GAAP EPS $33.42 ($1.60 beat).

App Economy Insights @economyapp.extwitter.link · 29/09/2026

☁️ $NSCL Nscale is going public. It has signed up to $103B in future revenue. But only 25K of 461K GPUs are active today. $NVDA is its supplier, investor, backstop, and customer. Here’s the S-1 breakdown 👇

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☁️ How Nscale Makes Money

The $103 billion bet on owning the AI stack

App Economy Insights @economyapp.extwitter.link · 26/09/2026

📊 This Week in Visuals 🛒 $COST Costco 🍪 $GIS General Mills 🫒 $DRI Darden

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App Economy Insights @economyapp.extwitter.link · 25/09/2026

$META Muse could reshape commerce. 📱 3.4M downloads in just over 2 weeks 💳 Meta wants a cut of transactions 📦 Amazon has already blocked it The battle over the consumer AI interface is getting real.

appeconomyinsights.com

💬 Meta Wants The Interface

What Muse means for commerce and the agentic internet

App Economy Insights @economyapp.extwitter.link · 24/09/2026

$COST Costco Q4 FY26: • Revenue +11% Y/Y to $95.7B ($0.8B beat). • EPS $6.75 ($0.20 beat). • 939 warehouses (+25 Y/Y, +8 Q/Q). Comparable sales Y/Y (adjusted): • US +7.2%. • Company +6.7%. • Digitally-Enabled +19.8%.

App Economy Insights @economyapp.extwitter.link · 22/09/2026

🤖 OpenAI built a $1B ad business in ~200 days. • Search monetized the query • Social monetized attention • Agents can monetize the decision itself Plus: $META’s second business model, and $CRM goes headless.

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🤖 OpenAI’s Advertising Machine

Plus: Meta and Salesforce’s next moves

App Economy Insights @economyapp.extwitter.link · 21/09/2026

$OURA Oura is targeting a $15.6B valuation. The updated S-1 reveals: • Up to $2.2B offering • 50M shares at $40–$44 • 73% are existing shareholders cashing out Is Oura the next major health platform? Or the next Fitbit, acquired 63% below its IPO price?

App Economy Insights @economyapp.extwitter.link · 18/09/2026

Jeff Bezos is buying into Liverpool FC. He’s joining a wave of sports deals. ⚽️ Liverpool FC: >$7.0B 🏈 Seattle Seahawks: $9.6B 🏀 Los Angeles Lakers: $12.5B Why are sports teams suddenly worth so much?

appeconomyinsights.com

⚽️ Why Is Bezos Buying Liverpool FC?

Inside the valuation boom for sports teams

App Economy Insights @economyapp.extwitter.link · 17/09/2026

⚡ SB Energy is going public. The company has $439B in backlog, mostly tied to data centers. The catch? It has no operating data centers yet. This may be one of the most unusual bets on AI infrastructure yet. Full S-1 breakdown 👇

appeconomyinsights.com

⚡️ How SB Energy Makes Money

The $439 billion bet behind AI infrastructure

App Economy Insights @economyapp.extwitter.link · 12/09/2026

📊 This Week in Visuals 🎨 $ADBE Adobe 🐶 $CHWY Chewy 📈 $WLTH Wealthfront

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App Economy Insights @economyapp.extwitter.link · 11/09/2026

☁️ Oracle's backlog is finally converting. • OCI revenue +121% • Backlog reached $664B • 300,000+ GPUs deployed • 850 MW added in one quarter • FCF: Negative $29B over the past year Full breakdown 👇

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☁️ Oracle: 850 Megawatts Later

And Apple makes its AI bet

App Economy Insights @economyapp.extwitter.link · 10/09/2026

$ORCL Oracle Q1 FY27 (August quarter) • RPO +46% Y/Y & +4% Q/Q to $664B • Cloud revenue +62% Y/Y to $11.6B • Revenue +30% Y/Y to $19.4B ($0.2B beat) • Non-GAAP EPS $1.92 ($0.18 beat) • FY27 revenue guide > $90B

App Economy Insights @economyapp.extwitter.link · 10/09/2026

If you like this, you'll love our newsletter! Join 300,000+ subscribers. Check out the latest earnings visualized.

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📊 Earnings Visuals (8/2026)

Get the quick insights on your favorite companies

App Economy Insights @economyapp.extwitter.link · 08/09/2026

💍 Oura is going public. Is this the new Fitbit? Or something else? • Revenue up 74% to $1.2B in the past 9M • The ring recovers CAC upfront • 5M paying members 📊 Full breakdown with visuals.

appeconomyinsights.com

💍 How Oura Makes Money

One Ring to rule them all

App Economy Insights @economyapp.extwitter.link · 05/09/2026

🗓️ What are you watching this week? • Wednesday: $CHWY $SAIL $WLTH • Thursday: $ORCL $ADBE All visualized in our newsletter.

App Economy Insights @economyapp.extwitter.link · 05/09/2026

📊 This Week in Visuals 📈 $AVGO Broadcom 💻 $DELL Dell 📡 $HPE HPE 🌱 $MDB MongoDB ☁️ $ZS Zscaler 🌐 $IOT Samsara 🧘🏻 $LULU Lululemon ✍️ $DOCU DocuSign ⚡️ $NIO NIO 🤖 $PATH UiPath 🛠️ $GTLB GitLab 📝 $ASAN Asana

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AVGO DELL HPE MDB ZS IOT LULU DOCU NIO PATH GTLB ASAN

App Economy Insights @economyapp.extwitter.link · 04/09/2026

☁️ Software Strikes Back: Part Deux. AI was supposed to eat software. This week, $PANW and $SNOW showed the other side. 🔐 Palo Alto → More security spend. ❄️ Snowflake → More consumption. In both cases, AI is accelerating growth. Full breakdown 👇

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❄️ Snowflake: AI Fuels Consumption

And Palo Alto’s AI security stack comes together

App Economy Insights @economyapp.extwitter.link · 02/09/2026

Broadcom’s transformation is wild. $AVGO quarterly revenue: 2019 → ~$6B Today → ~$30B VMware added a new engine. AI sent semiconductors soaring.

App Economy Insights @economyapp.extwitter.link · 02/09/2026

$AVGO Broadcom Q3 FY26 (July quarter): • AI semi revenue +221% Y/Y to $16.7B • Revenue +86% Y/Y to $29.6B ($0.2B beat) • Non-GAAP EPS $3.32 ($0.08 beat) Q4 FY26 guidance: • AI semi revenue +236% Y/Y to $21.7B • Revenue ~$34.8B ($0.1B beat)

App Economy Insights @economyapp.extwitter.link · 02/09/2026

$SNOW Snowflake Q2 FY27 (July quarter): • Revenue +35% Y/Y to $1,547M ($70M beat) • Non-GAAP EPS $0.62 ($0.17 beat) • Customers > $1M +27% Y/Y to 828 • Net Retention 126% (+1pp Y/Y) • FY27 Product revenue +36% Y/Y ($230M raise)

App Economy Insights @economyapp.extwitter.link · 01/09/2026

📊 100+ companies visualized Download the latest monthly report

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App Economy Insights @economyapp.extwitter.link · 29/08/2026

🗓️ What are you watching this week? • Tuesday: $PANW $MDB $GTLB $DELL $NIO • Wednesday: $AVGO $SNOW $HPE • Thursday: $ZS $IOT $PATH $DOCU $ASAN All visualized in our newsletter

App Economy Insights @economyapp.extwitter.link · 29/08/2026

📊 This Week in Visuals: 📶 $MRVL Marvell 📦 $PDD PDD ✅ $INTU Intuit 🧠 $SNPS Synopsys 🏗️ $ADSK Autodesk 👔 $WDAY Workday 🧑‍⚕️ $VEEV Veeva 🖥️ $ZM Zoom 🌈 $AFRM Affirm 🔐 $OKTA Okta 🔷 $RBRK Rubrik 🛒 $BBY Best Buy ☁️ $NTNX Nutanix 🔍 $ESTC Elastic 🏥 $HQY HealthEquity

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MRVL PDD INTU SNPS ADSK WDAY VEEV ZM AFRM OKTA RBRK BBY NTNX ESTC HQY

App Economy Insights @economyapp.extwitter.link · 28/08/2026

🤖 NVIDIA's quarter visualized. 📊 Revenue just crossed $96B. 📈 Growth accelerated to 106%. 👀 Another 70% growth expected next year. But there are a few new wrinkles. Full breakdown 👇

appeconomyinsights.com

🤖 NVIDIA: Can’t Build Fast Enough

A surprise acquisition reaches beyond chips

App Economy Insights @economyapp.extwitter.link · 27/08/2026

💻 Software strikes back. $CRWD and $CRM both jumped 10%+ after earnings. 🦅 CrowdStrike net new ARR +51% ☁️ Salesforce new business hits a 4-year high Full breakdown 👇

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💻 Software Strikes Back

CrowdStrike accelerates while Salesforce starts to turn

App Economy Insights @economyapp.extwitter.link · 26/08/2026

$NVDA NVIDIA Q2 FY27 (July quarter). • Revenue +106% Y/Y to $96.2B ($4.1B beat). • Operating margin 66% (+5pp Y/Y). • Non-GAAP EPS $2.46 ($0.37 beat). Q3 FY27 guidance: • Revenue $108.0B ($3.4B beat).

App Economy Insights @economyapp.extwitter.link · 22/08/2026

🗓️ What are you watching this week? • Monday: $PDD • Tuesday: $INTU • Wednesday: $NVDA $CRWD $CRM $SNPS $VEEV $OKTA $NTNX • Thursday: $MRVL $WDAY $AFRM $RBRK $ADSK $BBY $ESTC $HQY $S All visualized in our newsletter

App Economy Insights @economyapp.extwitter.link · 22/08/2026

📊 This Week in Visuals 🛒 $WMT Walmart ⚙️ $ADI Analog Devices 🎮 $NTES NetEase 🎯 $TGT Target ⛷️ $AS Amer Sports 💳 $KLAR Klarna

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WMT ADI NTES TGT AS KLAR

App Economy Insights @economyapp.extwitter.link · 21/08/2026

$BABA Alibaba Q1 FY27 visualized. AI drains cash but Cloud surges. ☁️ Cloud revenue +45% Y/Y 🛵 Quick Commerce +45% 💸 CapEx jumps 75% to ~$10B 📉 Free cash flow sinks to -$6.6B 🧠 AI compute targets ~3-year payback

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☁️ Alibaba: The AI Payback

Can Cloud justify the spending?

App Economy Insights @economyapp.extwitter.link · 20/08/2026

$BABA Alibaba Q1 FY27 (ending June) ☁️ Cloud revenue +45% Y/Y to $7.1B • Revenue +9% Y/Y to $39.6B ($0.1B miss) • Operating margin falls 8pp to 6% • Free cash flow was a $6.6B outflow

App Economy Insights @economyapp.extwitter.link · 20/08/2026

$WMT Walmart Q2 FY27 (July quarter): • Revenue +6% Y/Y to $187.9B ($1.1B beat) • Non-GAAP EPS $0.81 ($0.07 beat) • Walmart US comp sales +2.6% • E-commerce +23% Y/Y • Advertising +38% Y/Y FY27 Net sales guide +4% to 5% Y/Y.

App Economy Insights @economyapp.extwitter.link · 18/08/2026

💰 13F filings just dropped! What was Wall Street buying in Q2? 🧠 AI broadened beyond $NVDA 💾 Memory + connectivity gained ground 🚀 $SPCX + $CBRS made their 13F debut 🏎️ Other picks that weren't on our bingo card Full breakdown 👇

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💰 Wall Street's Top Stocks in Q2

The AI trade broadened beyond NVIDIA

App Economy Insights @economyapp.extwitter.link · 15/08/2026

🗓️ What are you watching this week? • Tuesday: $KLAR $HD $AS • Wednesday: $ADI $TGT $LOW • Thursday: $BABA $WMT $NTES All visualized in our newsletter.

App Economy Insights @economyapp.extwitter.link · 14/08/2026

☁️ Neocloud economics visualized. The growth is getting absurd. 🧱 $CRWV CoreWeave → Backlog +246% Y/Y ☁️ $NBIS Nebius → AI Cloud +514% Y/Y 🧠 $CBRS Cerebras → Cloud +281% Y/Y But the capital intensity is unreal.👇

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☁️ Neocloud Economics

Inside the AI compute buildout

App Economy Insights @economyapp.extwitter.link · 13/08/2026

$NU Nubank Q2 FY26: • Customers +13% Y/Y to 139M • Deposits +18% Y/Y to $45.3B • Revenue +50% Y/Y to $5.5B ($0.4B beat) • Net income +67% Y/Y to $1.1B • EPS $0.22 ($0.02 beat).