App Economy Insights
@EconomyApp
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• App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 250K+ read my newsletter How They Make Money
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Joined April 2020
🔎 Check Super Investors's portfolios here. 👇 https://t.co/xXLNN8KdAv
fiscal.ai
Fiscal.ai is the all-in-one investment research platform combining institutional-grade financial data, analytics, and conversational AI.
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Love the Super Investors view on @fiscal_ai All the legends in one dashboard. Every portfolio visualized, including changes over time. Such a good feature.
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📊 This Week in Visuals: 🥕 Instacart 📱 Tencent 🪙 Circle 🖥️ Sony and many more! $TCEHY $CSCO $SONY $AMAT $SE $NU $CRWV $JD $FLUT $CRCL $ONON $CART $MNDY $DLO https://t.co/19y4SKZ0zR
appeconomyinsights.com
TCEHY CSCO SONY AMAT SE NU CRWV JD FLUT CRCL ONON CART MNDY DLO
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🗓️ What are you watching this week? • Tuesday: $AS $KLAR $PDD • Wednesday: $NVDA $PANW $TGT $BLSH • Thursday: $WMT $INTU $VEEV $ESTC $NTES All visualized in our newsletter.
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Only 3 in 10 Veterans know about 0% down home loans. Join our mission to help veterans find their way home.
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📊 This Week in Visuals: 🥕 Instacart 📱 Tencent 🪙 Circle 🖥️ Sony and many more! $TCEHY $CSCO $SONY $AMAT $SE $NU $CRWV $JD $FLUT $CRCL $ONON $CART $MNDY $DLO https://t.co/19y4SKZ0zR
appeconomyinsights.com
TCEHY CSCO SONY AMAT SE NU CRWV JD FLUT CRCL ONON CART MNDY DLO
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Berkshire just added $GOOGL to its portfolio. A new $4.3B position (1.6% allocation).
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🏈 Is Google winning against Disney? Contract talks broke down. YouTube TV pulled Disney’s channels. Now Disney's bleeding ~$4M/day. Is distribution the real moat? Here's what's at stake, visualized. https://t.co/dPgqloJ2SF
appeconomyinsights.com
The battle for streaming’s front doors
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If you like this, you'll love our newsletter! 📊More earnings visualized here. https://t.co/GiY1DS5YTt
appeconomyinsights.com
AAPL META LLY V MA SAMSUNG ABBV UNH MRK NOW BA BKNG VZ KLA MELI CDNS COIN RBLX MDLZ NET UPS FI PYPL CMG TEAM RDDT ADIDAS HSY SOFI KHC CFLT ETSY APPF
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$NU Nubank Q3 FY25: • Customers +16% Y/Y to 127M. • Deposits +37% Y/Y to $38.8B. • Revenue +42% Y/Y to $4.2B ($0.1B beat). • Net income +41% Y/Y to $0.8B. • EPS $0.16 ($0.01 beat).
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$TCEHY Tencent Q3 FY25: Revenue +15% Y/Y to RMB193B ($27.2B). 🎮 Gaming +23% 💬 Social Networks +5% 📢 Marketing Services +21% 💳 Fintech & Business +10% Weixin/WeChat: 1.4B MAU (+2% Y/Y). Capex -24% to RMB13B.
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Stay tuned for our earnings review from streaming giants like Disney, Warner, and Paramount. $NFLX Netflix is already live on our website. ⬇️ https://t.co/YgFavVrFzM
appeconomyinsights.com
K-Pop Demon Hunters shattered records while new formats emerge
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$DIS Disney Q4 FY25 (Sept. quarter): • Revenue flat Y/Y at $22.5B ($0.3B miss). • Non-GAAP EPS $1.11 ($0.09 beat). Segment operating margin: 🍿 Entertainment: 7% (-3pp Y/Y). 🏈 Sports: 23% (-1pp Y/Y). 🏰 Experience: 21% (-1pp Y/Y). Outlook: 10%+ adj. EPS growth in FY26/27.
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For more on AV economics, check out our coverage of the partnership between $NVDA and $UBER. https://t.co/P2uJSEWPQx
appeconomyinsights.com
Is there any autonomy upside for demand aggregators?
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WTF are stablecoins? Full breakdown. 👇 https://t.co/DdBIlLAxKm
appeconomyinsights.com
Why Wall Street is going wild over a $1 coin
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$CRCL Circle Q3 FY25: • USDC in circulation +108% Y/Y to $74B. • Revenue +66% Y/Y to $740M ($40M beat). • Adjusted EBITDA +78% Y/Y to $166M. USDC in circulation still expected to rise 40% CAGR.
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Autonomy is coming. So who captures the value? $UBER plans to deploy 100K robotaxis powered by $NVDA to build a data factory. Can it share in the upside with $TSLA? Let’s explore the AV aggregation theory. https://t.co/P2uJSEWPQx
appeconomyinsights.com
Is there any autonomy upside for demand aggregators?
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For more on $AMD's latest quarter, check out our visual breakdown here. https://t.co/ZLjsQoqnmv
appeconomyinsights.com
AI euphoria meets business execution
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