Chartloom retweeted
$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.
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.
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.
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.
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
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.
Chartloom retweeted
$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.
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.
$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
Chartloom retweeted
Hims & Hers subscribers. $HIMS
It's like buying Netflix in 2017
Chartloom retweeted
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
Chartloom retweeted
$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
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
Chartloom retweeted
$DDOG revenue re-accelerated to 36% growth in Q2.
RPO up 43%. All 10 top AI leaders on the platform.
Slowing down?
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
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.
Chartloom retweeted
$TOST
This is what a compounding machine should look like.
This company is automatic.
Chartloom retweeted
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???

























