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@EarningsNugget
"πBig news from the BG2 pod: @bgurley is stepping back from co-hosting to focus on his book "Running Down a Dream" and tackle major policy issues. But first he and @altcap unpacked AI bubble concerns the stablecoin boom and career advice. Here's a recap: πππ 1/12π© On AI circular revenues Gurley flags red flags: "I described six different transactions to ChatGPT and asked for its analysis. The AI itself would find its way toward company names like Enron and WorldCom merely by describing the type of transaction." 2/12πͺ Gerstner pushes back on quality concerns: "In the case of Nvidia you're"
X Link @EarningsNugget 2025-10-15T00:30Z 3253 followers, XXX engagements
"$D Dominion Energy just held their Q1 2025 Earnings Call. They are playing a huge role in providing energy for the data centers powering the AI revolution. π Recap of the call for $D investors: πππ Key Financial Results - Q1 2025 operating earnings were $XXXX per share above expectations - GAAP results were $XXXX per share - Company affirmed 2025 operating earnings guidance of $3.28-$3.52 per share (midpoint $3.40) - Completed approximately $X billion of forward-settled common equity under ATM program - On track to complete $XXX million of DRIP-related equity issuance by year-end Coastal"
X Link @EarningsNugget 2025-05-01T20:40Z 3255 followers, XXX engagements
"π§΅Martin Shkreli (@MartinShkreli) just spoke with Isabel Foxen Duke (@isabelfoxenduke) to discuss Bitcoin's quantum threat why he's considering raising funds to hack Satoshi's coins and why this might actually be the ultimate "bug bounty" for Bitcoin. Here's a recap: πππ 1/17π On the quantum hype bubble: "When it comes to just Shor's algorithm and just Bitcoin you actually do have something to worry about. But the idea that NVIDIA's gonna cry tears when quantum comes out cause it's gonna put them out of business that's silly." 2/17π On Bitcoin's real vulnerabilities: "ECC or elliptic"
X Link @EarningsNugget 2025-10-15T23:16Z 3254 followers, XXX engagements
"$SMCI Some quick back of the napkin math. OpenAIs Stargate Abilene site says the sites eight H-shaped buildings each house 60000 Nvidia GB200 chips. So. X. Total chips at Abilene site (reported): 8buildings60000chips/building =480000chips. X. Racks required if each rack holds XX GPUs: 48000072=6666.67 6667 racks. X. Revenue for SMCI at $3000000 each NVL72 rack: 6667$3000000$20001000000 $XXXX billion. Am I getting this right This assumes its entirely $SMCI racks"
X Link @EarningsNugget 2025-10-13T22:42Z 3255 followers, XXX engagements
"$TER Teradyne Inc. just held its Q2 2025 earnings call today. How'd this upcoming robotics play perform Recap for $TER investors: πππ Financial Results - Revenue: $651.8M (down XXXX% YoY) - beat estimates by $11.5K - Non-GAAP EPS: $XXXX (beat by $0.03) - Gross Margin: XXXX% (within guidance) - Operating Margin: XXXX% AI Compute Driving Transformation - AI compute represented XX% of SOC revenue in Q2 and was the key growth driver above expectations - AI will dominate second half: Management expects AI compute (SOC + Memory) to represent majority of semi test revenue in H2 2025 - Capacity"
X Link @EarningsNugget 2025-07-30T21:29Z 3254 followers, XXX engagements