Elite Pro PI at @eToro | Software Engineer, Investor & Entrepreneur ๐ŸŒŸ My eToro Portfolio: bit.ly/48lLqd5 Not financial advice.

๐Ÿ‡ฆ๐Ÿ‡ท ๐Ÿ‡ฒ๐Ÿ‡น
3 of my top 5 positions just reported earnings: ๐ŸŸข $NET +5.6% ๐ŸŸข $AAPL +2.4% ๐Ÿ”ด $AMZN -3.1%
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AWS grew 17.5% YoY, not bad! But the stock is -3.7% in after hours.
Amazon $AMZN is reporting today. All the focus will be on AWS revenue growth. Expectations are high after Azure and GCP reports. ๐ŸŸข Azure Revenue: +39% YoY ๐ŸŸข Google Cloud Revenue: +32% YoY
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Amazon $AMZN is reporting today. All the focus will be on AWS revenue growth. Expectations are high after Azure and GCP reports. ๐ŸŸข Azure Revenue: +39% YoY ๐ŸŸข Google Cloud Revenue: +32% YoY
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This is exactly what Apple is trying to solve. They executed it poorly because the tech wasn't ready, but they will get there. Apple won't have the best model, but it will have the privacy friendly one, where not even them can see your conversations. $AAPL
BREAKING: ChatGPT CEO Sam Altman says people share personal info with ChatGPT but donโ€™t know chats can be used as court evidence in legal cases.
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Claude's creator Anthropic is raising at a $150 billion valuation, according FT Anthropic is already backed by Amazon $AMZN and Google $GOOG
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Alibaba $BABA launched a new open-source model that it's leading the OS benchmarks: Qwen3-235B-A22B-Thinking-2507. ๐Ÿค” But why give it for free? โ€ข Community tweaks speed R&D โ€ข Enterprises lock Qwen into future apps โ€ข Demand increases for Alibaba Cloud Full article below ๐Ÿ‘‡
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OpenAI is preparing to launch GPT-5 in August, according to The Verge. Google likely to follow with Gemini 3 soon after $GOOG
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Since I made this post: $NET is up 100% $GOOG is up 24%
At these valuations, my highest conviction companies by far are $GOOG and $NET
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Just 3 months ago people were calling $GOOG the new Yahoo! Google is up 30% since then.
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๐Ÿ“ˆ $GOOG is up 3% after-hours, on top of the 15% it gained over the past month. Google keeps showing that theories claiming AI would harm its business were unfounded, and in fact, AI has been its biggest growth catalyst in recent years. Full analysis: etoro.tw/44LnUHi
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I love that Google is using the waiting time to the earnings call to showcase Veo 3 and other products. $GOOG youtube.com/watch?v=BtXRNTgsโ€ฆ
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$GOOG earnings report: ๐ŸŸข Revenue up to $96.43B, 14% increase from last year. ๐ŸŸข Net income reached $28.20B. ๐ŸŸข Google Cloud revenue grew to $13.62B with a 20.7% operating margin. Stock was down on the first few minutes, but now is starting to recover.
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๐Ÿš€ PayPal announced PayPal World, a network that connects global wallets, enabling easier transfers, payments, and purchases across countries. ๐Ÿ‡ฎ๐Ÿ‡ณ India: NPCI ๐Ÿ‡จ๐Ÿ‡ณ China: WeChat Pay ๐ŸŒŽ LATAM: Mercado Pago ๐Ÿ‡บ๐Ÿ‡ธ USA: PayPal and Venmo Full Article: etoro.tw/45h6tOR
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๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ช๐Ÿ‡บ US and EU close in on 15% tariff deal, per FT. ๐ŸŸข The S&P 500 moves to a new ATH after the news!
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Apple $AAPL just launched AppleCare One An unified version of Apple Care+ to protect up to 3 devices for $19.99 per month, and extra devices for $5.99 each.
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Never invest in a company that mocks innovation.
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$GOOG is up for the 10th day in a row and +15% in the last month. Earnings report is today ๐Ÿ”ฅ
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