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Bill Ackmen has disclosed significant positions in the following: - Netflix $NFLX 3.15M Shares - Visa $V - S&P Global $SPGI - Mastercard $MA - Alcon $ALC - Intercontinental Exchange $ICE

Here’s how much revenue Mercado Libre $MELI has made every year🤝 2017: $1.2B 2018: $1.4B 2019: $2.3B 2020: $4B 2021: $7.1B 2022: $10.8B 2023: $15.1B 2024: $20.8B 2025: $28.9B

Cerebras $CRBS just reported earnings🤖 Revenue: $180.1M Vs $194M EST EPS: -$2.98 Vs -$1.91EST

Enovix $ENVX just reported earnings🔋 Revenue: $9.02M Vs $8.43M EST EPS: -$0.13 Vs -$0.15 EST

Cisco $CSCO just reported earnings👀 Revenue: $17.25B Vs $16.83B EST EPS: $1.22 Vs $1.17 EST

Coherent $COHR just reported earnings🚨 Revenue: $2.04B Vs $1.98BEST EPS: $1.74 Vs $1.62 EST

Wells Fargo has raised their price target on Microsoft $MSFT ⬆️💸🎯 They have raised it to $700 from $650 while maintaining an overweight rating Their main reason behind the increase was a CIO survey that told them customers are gradually shifting towards a hybrid model

Enovix $ENVX reports earnings today after close🔋 The implied move is: $0.76 16.40% The expectations are: Revenue: $8.43M EPS: -$0.16 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Coherent $COHR reports earnings today after close🚨 The implied move is: $31.57 9.71% The expectations are: Revenue: $1.98B EPS: $1.58 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Cisco $CSCO reports earnings today after close👀 The implied move is: $9.36 7.63% The expectations are: Revenue: $16.83B EPS: $1.13 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Cerebras $CRBS reports earnings today after close🤖 The implied move is: $29.85 12.98% The expectations are: Revenue: $193.68M EPS: -$0.19 Expect numbers at 4:00PM EST Here’s the Historical Earnings Data👇

Data center stocks are GREEN🟢🟢🟢🟢🟢🟢🟢🟢 Nebius $NBIS +28.11%🟢 Iren Limited $IREN +8.33%🟢 Cipher Digital $CIFR +3.40%🟢 Terawulf $WULF +2.12%🟢 Galaxy Digital $GLXY +5.96%🟢 Coreweave $CRWV +19.25%🟢 Hut 8 $HUT +1.76%🟢 Applied Digital $APLD +3.70%🟢

Google $GOOGL has raised their Pixel 11 price by $100💸📲 They will now sell for $799 from $699. The shocking reason behind the increase, memory They have also said we can expect more price hikes in consumer devices as advanced memory components continue to surge in price

Citizens has raised their price target on Palo Alto $PANW 💻🔒 They have raised it to $415 from $320 while maintaining an outperform rating They believe AI will drive more threats in the future and create an increased demand for Security

The world as soon as my stocks finally start going up

Here’s how the magnificent 7 closed today🔴🔴🔴🔴🟢🟢🔴 Nvidia $NVDA -0.02%🔴 Amazon $AMZN -2.09%🔴 Apple $AAPL -1.09%🔴 Microsoft $MSFT -0.44%🔴 Tesla $TSLA +0.58%🟢 Meta $META +0.71%🟢 Google $GOOGL -3.84%🔴

Firefly Aerospace $FLY just reported earnings🚁 Revenue: $117.7M Vs $88.74M EST EPS: -$0.42 Vs -$0.52EST

Coreweave $CRWV just reported earnings🔋 Revenue: $2.57B Vs $2.56B EST EPS: -$1.14 Vs -$1.47EST

Cava $CAVA just reported earnings🍲 Revenue: $368.43M Vs $360.09M EST EPS: $0.19 Vs $0.18 EST

Lumentum $LITE just reported earnings⚡️ Revenue: $1.00B Vs $987M EST EPS: $3.23 Vs $2.97 EST