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App Economy Insights @economyapp.extwitter.link · 18h

🗓️ 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

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App Economy Insights @economyapp.extwitter.link · 18h

$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...

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App Economy Insights @economyapp.extwitter.link · 18h

$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).

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App Economy Insights @economyapp.extwitter.link · 18h

$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

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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

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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.

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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

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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).

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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%.

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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?

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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

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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.

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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.

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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)

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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)

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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

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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).

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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

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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

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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.

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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.

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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).

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App Economy Insights @economyapp.extwitter.link · 12/08/2026

$TCEHY Tencent Q2 FY26: • Revenue +11% Y/Y to 205B yuan (~$30B) • CapEx jumped 176% Y/Y to 53B yuan 🎮 Gaming +11% 💬 Social Networks +1% 📢 Marketing Services +22% 💳 FinTech & Business +9%

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

$BRK Berkshire Hathaway Q2 FY26. • $4.5B in buybacks • $GOOG is now a top 5 holding • Cash & short-term securities: $365.5B • Net buyer of stocks (1st time since 2022)

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

🗓️ What are you watching this week? • Monday: $MNDY $HIMS • Tuesday: $SE $CRWV $ONON • Wednesday: $CSCO $CRBS $NBIS • Thursday: $NU $JD $AMAT $BLSH $STNE All visualized in our newsletter.

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App Economy Insights @economyapp.extwitter.link · 05/08/2026

$MELI MercadoLibre Q2 FY26: • GMV +44% Y/Y • TPV +56% Y/Y • Revenue +50% Y/Y to $10.2B ($0.4B beat) 📦 Commerce +50% Y/Y to $5.8B 💳 Fintech +49% Y/Y to $4.4B • EPS $9.19 ($0.25 beat)

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App Economy Insights @economyapp.extwitter.link · 05/08/2026

$DIS Disney Q3 FY26 (June quarter): • Revenue +7% Y/Y to $25.2B ($0.2B miss). • Non-GAAP EPS $2.06 ($0.21 beat). 🍿 Entertainment: +6% Y/Y. 🏈 Sports: +4% Y/Y. 🏰 Experience: +10% Y/Y. FY26 adj. EPS +12% Y/Y (unchanged).

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App Economy Insights @economyapp.extwitter.link · 04/08/2026

$SPCX SpaceX Q2 FY26: • Revenue +92% Y/Y to $7.8B ($1.0B beat). • Operating margin -2% (+22pp Y/Y). • CapEx $18.4B (including $15.8B for AI). • GAAP EPS -$0.09 ($0.20 beat).

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App Economy Insights @economyapp.extwitter.link · 04/08/2026

$AMD AMD Q2 FY26: • Revenue +50% Y/Y to $11.5B ($0.2B beat). • Operating margin 17% (+19pp Y/Y). • Non-GAAP EPS $1.66 ($0.05 beat). • Q3 FY26 rev guide ~$13B ($0.5B beat).

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App Economy Insights @economyapp.extwitter.link · 03/08/2026

$PLTR Palantir Q2 FY26: • Net dollar retention 157% (+29pp Y/Y). • Revenue +93% Y/Y to $1.9B ($0.1B beat). • Non-GAAP EPS $0.41 ($0.06 beat). FY26 guidance: • Revenue +82% Y/Y to ~$8.15B ($0.4B raise). • Adjusted margin 62% (4pp raise).

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App Economy Insights @economyapp.extwitter.link · 02/08/2026

Choose your fighter. $GOOG $MSFT $AMZN $META

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App Economy Insights @economyapp.extwitter.link · 01/08/2026

🗓️ Another massive earnings week ahead! What are you watching? • Monday: $PLTR $GRAB • Tuesday: $AMD $SPCX $SPOT $ANET $PINS • Wednesday: $SHOP $UBER $DIS $MELI $XYZ • Thursday: $ABNB $TEAM $DDOG $CART All visualized in our newsletter.

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App Economy Insights @economyapp.extwitter.link · 30/07/2026

$AAPL Apple Q3 FY26 (June quarter): 📱 Products +18% Y/Y to $78.7B 💳 Services +12% Y/Y to $30.7B • Revenue +16% Y/Y to $109.4B ($0.5 beat) • Operating margin 33% (+3pp Y/Y) • EPS $2.02 ($0.13 beat)

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App Economy Insights @economyapp.extwitter.link · 30/07/2026

$AMZN Amazon Q2 FY26: • Revenue +20% Y/Y to $200.6B ($4.2B beat) • Operating margin 14% (+2pp Y/Y) ☁️ AWS: • Revenue +37% Y/Y to $42.2B • Operating margin 39% (+6pp Y/Y) Q3 FY26 rev guide: +9%–12% Y/Y

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App Economy Insights @economyapp.extwitter.link · 29/07/2026

$META Meta Q2 FY26: 👨‍👩‍👧‍👦 Daily active people +3% Y/Y to 3.60B. 👀 Ad impressions +14% Y/Y. • Revenue +28% Y/Y to $60.8B ($0.5B beat). • EPS $6.18 ($1.04 miss). • FY26 Capex $130B to 145B (narrower).

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App Economy Insights @economyapp.extwitter.link · 29/07/2026

$MSFT Microsoft Q4 FY26 (June quarter): ☁️ Azure +43% fx neutral. • Revenue +18% Y/Y to $90.0B ($2.4B beat). • Gross margin 67% (-1pp Y/Y) • Operating margin 45% (flat Y/Y). • EPS $4.74 ($0.50 beat).

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App Economy Insights @economyapp.extwitter.link · 28/07/2026

$V Visa Q3 FY26 (ending in June): • Revenue +14% Y/Y to $11.6B ($0.2B beat). • Operating margin 59% (-2pp Y/Y). • Non-GAAP EPS $3.32 ($0.09 beat). Fx neutral: • Payment volume +10% Y/Y. • Cross-border volume +13% Y/Y. • Processed transactions +10% Y/Y.

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App Economy Insights @economyapp.extwitter.link · 25/07/2026

🗓️ Massive earnings week ahead! What are you watching? • Tuesday: $V $PYPL • Wednesday: $MSFT $META $SOFI $HOOD $QCOM • Thursday: $AMZN $AAPL $MA $COIN $RBLX $RDDT All visualized in our newsletter.

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App Economy Insights @economyapp.extwitter.link · 23/07/2026

$INTC Intel Q2 FY26: • Revenue +25% Y/Y to $16.1B ($1.7B beat). • Non-GAAP EPS $0.42 ($0.20 beat). Q3 FY26 Guidance: • Revenue ~$15.8-16.8B ($1.2B beat). • Non-GAAP EPS $0.38 ($0.10 beat).

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App Economy Insights @economyapp.extwitter.link · 22/07/2026

$TSLA Tesla Q2 FY26: • Revenue +26% Y/Y to $28.2B ($1.8B beat) • Gross margin 17% (flat Y/Y) • Operating margin 1% (-3pp Y/Y) • CapEx +142% Y/Y to $5.8B • Free cash flow flips negative -$1.1B • Non-GAAP EPS $0.33 ($0.21 beat)

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App Economy Insights @economyapp.extwitter.link · 22/07/2026

$GOOG Alphabet Q2 FY26: • Revenue +24% Y/Y to $119.8B ($2.8B beat). • Operating margin 34% (+2pp Y/Y). • $98B net gains from equity investments. ☁️ Google Cloud: • Revenue +82% Y/Y to $24.8B • Operating margin 36% (+15pp Y/Y). ▶️ YouTube ads +13% to $11.1B

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App Economy Insights @economyapp.extwitter.link · 22/07/2026

☁️ Google Cloud is off the chart. $GOOG

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App Economy Insights @economyapp.extwitter.link · 18/07/2026

🗓️ What are you watching this week? • Wednesday: $GOOG $TSLA $GEV $NOW $IBM • Thursday: $INTC $LMT • Friday: $VZ $AXP All visualized in our newsletter.

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App Economy Insights @economyapp.extwitter.link · 17/07/2026

📺 US TV Time April 2026: Streaming 47.6% (+3.3pp Y/Y). • YouTube 13.4% (+1.0pp Y/Y). • Netflix 7.8% (+0.3pp Y/Y). • Disney apps 5.0% (flat Y/Y). • Prime Video 4.2% (+0.7pp Y/Y). • Roku Channel 3.0% (+0.6pp Y/Y). $GOOG $NFLX $AMZN $DIS $CMCSA Source: Nielsen

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App Economy Insights @economyapp.extwitter.link · 16/07/2026

$NFLX Netflix Q2 FY26: • Revenue +13% Y/Y to $12.6B ($20M miss). • Operating margin 33% (-1pp Y/Y). • EPS $0.80 ($0.01 beat). FY26 Guidance: • Revenue +13%-14% Y/Y (narrower). • Operating margin 31.5% (unchanged).

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App Economy Insights @economyapp.extwitter.link · 16/07/2026

$TSM TSMC Q2 FY26: C.C. Wei: "Our conviction in the multi-year AI megatrend remains very high." • Revenue +34% Y/Y to $40.2B ($0.9B beat). • HPC 66% of revenue (+6pp Y/Y). • EPADR $4.31 ($0.37 beat). FY26 outlook: • Capex ~$62B (~$54B prior). • Revenue +40% Y/Y (+30% Y/Y prior).

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App Economy Insights @economyapp.extwitter.link · 15/07/2026

🚨 $PYPL PayPal may be going private. Stripe + Advent reportedly offered $60.50/share. • $50B in committed bank financing. • Block $XYZ among the equity contributors. PayPal was once worth ~$360 billion. Now it may be sold for $53 billion.

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App Economy Insights @economyapp.extwitter.link · 15/07/2026

$ASML ASML Q2 FY26: • Net sales +21% Y/Y to €9.3B (€0.4B beat). • Gross margin 54% (+0pp Y/Y). • Operating margin 37% (+2pp Y/Y). • EPS €7.59 (€0.60 beat). • FY26 Net sales ~€44B (€6.0B raise).

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App Economy Insights @economyapp.extwitter.link · 14/07/2026

$JPM JPMorganChase Q2 FY26. • Net revenue +28% Y/Y to $57.3B ($6.7B beat) • Net Income +41% Y/Y to $21.2B • $4.6B net gain related to Visa shares • Asset & Wealth AUM +18% Y/Y to $5.1T • FY26 NII guide unchanged ~$96.5B (+$1.5B)

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App Economy Insights @economyapp.extwitter.link · 11/07/2026

🗓️ Earnings season is back! What are you watching this week? • Tuesday: $JPM $BAC $WFH $GS $C • Wednesday: $ASML $BLK $MS $JNJ $UAL • Thursday: $TSM $NFLX $UNH $ABT $ISRG All visualized in our newsletter.

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