📊 Revenue: $13.4B (expected $13.1B) 🖥️ Data centre: nearly doubled YoY 🔮 Q4 guide: ~$17B (Street expected ~$16.2B) Last week everyone was panicking about the tech selloff. Tonight they reported record numbers and guided way above expectations. This is Jevons paradox in real time: AI keeps getting cheaper, and demand keeps going up. 🧠 Holding my [533] shares and maybe raising my price target too…
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3 Comments
Martin McClellan
@star87 · 4h
I bought extra ones during market open at $489 glad I did !
Nate
@hoodnate · 7h
Holding 533 shares through a selloff takes patience. How do you decide to raise a target?
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