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Joined December 2025
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Chartloom retweeted
Earnings Today, Sep 3 before open: $CIEN, $CPB, $TTC after close: $LULU, $DOCU, $PATH, $PL, $ZS Watch revenue, margins, and guidance
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$SPGI S&P Global may be worth more in pieces. A preliminary report says Capital IQ Pro could be spun out at a high-single-digit-billion valuation. Early discussions only. But the portfolio is clearly being reshaped.
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Chartloom retweeted
$CPRT is up nearly 20% from the YTD bottom yet it's still basically trading at the cheapest valuation in company history. If you're looking for some diversification from tech look no further.
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Chartloom retweeted
$GOOGL generated $39.1B in operating cash flow. But free cash flow was negative $5.9B after $44.9B of CapEx. AI demand is strong. The infrastructure bill is expensive.
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Chartloom retweeted
$AMD grew revenue 50% YoY to $11.5B. Data Center revenue rose 107% to $6.7B. Q3 guidance points to another 13% sequential step-up. Execution remains the key variable.
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Chartloom retweeted
102x. That’s how much Monster Beverage revenue grew from 2001 to 2025. $81M → $8.3B. The energy drink category created one remarkable compounding story. $MNST
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Chartloom retweeted
$PLTR: nearly 200 organizations attended its first two Sovereignty Bootcamps. Q2 U.S. commercial revenue grew 149%. The sales funnel appears to be moving faster, not slower.
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$DUOL added users faster in Q2. CEO: “The results reinforce our strategy to improve the product and prioritize user growth.” DAUs grew 23% year over year.
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Chartloom retweeted
$NOW Q2 subscription revenue grew 24.5%. CFO: “ServiceNow is the platform delivering” AI ROI. RPO reached $29B. The monetization is becoming visible.
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Chartloom retweeted
$RDDT and @OpenAI I feel like Reddit and OpenAI are at similar stages in their business journey. Both are in that phase where they are trying to accelerate revenues at a massive pace. As the 5th (OpenAI) and 7th (Reddit) most visited websites in the world, they have such strong network effects that I don’t think they can fail (obviously anything can happen). They are both led by founders, and once they find a process that works, everything is going to click. I think we will see very high revenue growth from both of them this decade. $RDDT had 22% QoQ growth and @OpenAI had 18%. Charts: @trychartloom
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Chartloom retweeted
Hims & Hers subscribers. $HIMS It's like buying Netflix in 2017
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Hyper-scalers ($META $GOOG $AMZN) are already dipping into negative Free Cash Flows. How much larger will this ai build out become? If you're a cyclical chip company trading at a high multiple at or near the peak of the earnings cycle get ready to drop 50%. Look out below...
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I’ve been trying to look outside the stocks I normally talk about and find some other companies that deserve more attention. Here are 10 stocks I think are worth putting on your research list right now: 1/ AppLovin | $APP
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$HIMS going into earnings tomorrow with a reasonable valuation, about to reaccelerate revenue. I'm fired up. Get knowledge and charts like these on chartloom.com/r/YODASTOCKS
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Chartloom retweeted
Meta spent $31 billion on CapEx in a single quarter. Revenue: $60.8B. Free cash flow: $784M. Almost every dollar of margin went straight back into infrastructure. $META
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$DDOG revenue re-accelerated to 36% growth in Q2. RPO up 43%. All 10 top AI leaders on the platform. Slowing down?
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Chartloom retweeted
Karp: "Demand for AI sovereignty has now been unleashed… This quarter was otherworldly." Revenue: +93% YoY US commercial: +149% YoY Adj. FCF: $1.22B (63% margin) $PLTR
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Chartloom retweeted
$TOST will see Subscription Services Gross Profit surpass Financial Technology Solutions Gross Profit despite the massive gap in % of revenues. FinTech is 84% of revenues and only 62% of gross profit Subscriptions Services is 16% of revenues and a whopping 38% of gross profit. Toast has morphed from a hardware POS business into a fully integrated vertical software company. The next phase is transitioning into an ai-empowered insight hub for restauranteurs world-wide. The company has a $20B Market Cap today, and I believe it will be a $100B Market Cap quite easily in the future.
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Chartloom retweeted
$TOST This is what a compounding machine should look like. This company is automatic.
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Ah yes... You're supposed to accelerate your growth as the revenue base gets bigger lol. Google cloud is absolutely insane. How long until $GOOGL has the 2nd largest cloud business in the world???
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