When is this going to pay off. It's not just with core. We've it's not just with Microsoft, It's not just with meta platforms.This is the existential question that every investor's asking themselves right now. When will it pay off. It's an existential question.However, the there's a lot of long range planning occurring at present. The commitments that opening I and these ecosystem partners are making are stretched out over a very long term horizon. And as you mentioned, I thought you summarized it well.Nobo ...

This is timely and this is very interesting. What do we learn in the course of reporting about how serious this this move is to push for way out of the market, that it is very strong in in Europe. Yeah, I think it's actually really important to note people do not realize that there's still so much Huawei kit in various EU countries infrastructures, and the European Commission for years has wanted to push EU countries to stop using this technology across their networks.They have really failed to do so. And t ...

What's being cheered here. You know, sometimes cutting your way to profit and cutting your way into a good financial position is not the most exciting story. What is the Laura martin main takeaway.Well, the latter, Martin Main takeaway was I thought they left more questions unanswered than they answered. So I think one of the big questions is they just did an affiliated transaction with Oracle, which for Enterprise Software, which is the dad's company. So now you can with through pricing, move money between ...

The gypsies around I of late have been around and I bubble and demand concern. But ultimately these are supply side issues constraints for cool with maybe the cash constraints for SoftBank needing to sell off Nvidia. Yeah, it's really interesting how this has shifted really from the dip buying that we saw yesterday that drove Nvidia up.Corey I think was also up before the bell before it reported its results and now we're seeing really any concern on either side. I bubble or supply here is really weighing on ...

75% is a lot. But there also comes some significant milestones and also then talk of 50% growth in car production by the end of 2026. Can we make that gene.Now, the simple answer is that probably not. But that's what Ellen did. A master classes is ultimately is throwing a ball out there that is difficult to achieve, but he has the wherewithal to do that. And so that ball you talked about the production piece, this 50%, he puts that target out there.But then he adds these kind of qualifiers that say that, ye ...

Elon Musk's Compensation and Control - Shareholders approved Elon Musk's compensation package, potentially increasing his stake in Tesla to 25% over ten years [1] - The approval rate was astoundingly high at 75%, exceeding previous compensation package votes [2][3] - A 25% stake is seen as a shield against activist shareholders and ensures alignment with Tesla's mission [7][8] Concerns and Opposition - CalPERS voted against the compensation package due to concerns about key man risk, given Musk's involvement with SpaceX and his existing 16% stake [4] - Concerns exist that Musk's control could hinder course correction efforts by activists [9] - Some institutional funds vote against the company's interests, influenced by index funds and political activism [8] Tesla's Vision and Future - Tesla's mission and long-term vision, including electric vehicles, climate support, and humanoid robots, are central to its value [12] - The company is exploring chip manufacturing, which could be a significant area of growth [13] - The last two tranches of the compensation plan are linked to a more formal succession plan [6] SAIC Proposal and Abstentions - The board's neutral recommendation on the SAIC proposal led to a large number of abstentions from retail shareholders [16][17] - Abstentions were also a consequence of limited voting options in the proxy [18] - The board is staying out of the SAIC situation until there is a clear mission from shareholders due to potential conflicts of interest [19][20]

User Base & Engagement - LDK has 40 million monthly active users globally on LTE [1] - LDK boasts 30% of Gen-Z and millennial women in the US [1] - The platform sees 60 people shopping every second [2] Sales & Revenue - $11,000 of product is purchased every minute on the platform [2] - This equates to $6 billion annually, comparable to an "Era's Tour" every quarter [2] - Sales are growing by $1 billion since 2024 [2] Creator Influence & Brand Strategy - Creator trust is up over 20% year-over-year, driving brand interest [3] - Brands like Nike, Target, Ulta, Sephora, Tarte, ALO, and Adidas are launching on LDK to connect with creators and audiences [3] - Brands curate existing creator content on LDK, rather than creating their own [6] Consumer Behavior & Trends - Average order values are up 7% year-over-year on LDK [9] - Consumer spending is almost $1 billion more this year compared to last year [10] - Consumers are prioritizing in-stock availability over price, with a 300% increase in searches for gifting in September [10] - Consumers expect creators to help them source alternative products when items are out of stock [10] Platform Features - One in five searches on the LDK app includes a brand name [7] - LDK offers a unique following feed where users choose the content they see [8] - LDK has launched a free "all-in-one creator platform" for brands [11] - There have been about 7 million pieces of original content just on the LTA platform alone from these creators year over year [5]

Consumer Behavior & Market Trends - Affirm's consumer base remains healthy, actively shopping, paying bills, and energized by upcoming holidays [2] - The perception of the American consumer's demise is exaggerated, with different technology sectors presenting varying narratives [3] - Consumers are increasingly turning to Affirm, evidenced by strong demand for zero-day promotions [5] - It's inaccurate to generalize about the Affirm consumer due to diverse segments with varying financial priorities [6] - Consumers using 0% promotions prioritize saving money, while those favoring longer repayment terms prioritize cash flow [7] Business Strategy & Partnerships - Affirm's brand promise of transparency and control resonates with users, especially amidst external pressures [4] - Affirm's partnership model with companies like Amazon, Shopify, Apple, and Costco is effective [8] - Affirm is expanding into services, recognizing that consumers spend on services beyond just physical goods [9][10] - The company is focused on executing its current strategy and achieving growth, with a 42% growth rate [15] - While not actively pursuing M&A, the possibility is not ruled out, as the company is performing well [11] Product & Payment Strategy - Affirm aims to be available across various payment channels, both digital and physical [14] - The company is focused on executing its current strategy and achieving growth, with a 42% growth rate [15]

Game Development & Expectations - Video game development is complex, especially for a highly anticipated title [1] - Rockstar and Take-Two aim for a Metacritic score of 95+ [1] - The goal is to create a near-perfect game, given its potential to be the best-selling entertainment product ever [1][2] Sales Performance & Market Position - *Grand Theft Auto V* (GTA V) has sold 220 million units [3] - GTA V sales surpass most franchises, positioning it as a top-selling game [3] - GTA V is the second best-selling game of all time, only behind Minecraft [3] Strategic Considerations - Take-Two wants to ensure the game's success from a sales perspective [2] - The success of GTA V sets a high benchmark for the new release [2][3]

Financial Performance - Adjusted EBITDA is up 29% for the quarter [2] - Trailing 12-month free cash flow reached $1 billion [2] - The company will complete a $500 million share repurchase in 2025 [6] Rider & Product Growth - Active riders grew by 18% in the third quarter [1] - North America is experiencing the strongest active rider growth, hitting all-time highs [2] - Gross bookings are at all-time highs [2] - Premium modes on the platform are up 50% year-over-year in Q3 [13] Market Opportunity & Strategy - The market has a large penetration opportunity with 300 billion personal vehicle trips across served markets [5] - The company is focused on a hybrid network, combining partnerships and potential asset ownership [12] - The company sees potential for 10% of volume to be served through AVs in 5-7 years [11] Partnerships & Acquisitions - Partnerships have the highest penetration rate ever [2] - The company has a United Airlines deal [3] - Acquisitions are contributing to performance [3] - Synergies are expected with the 1500 independent fleet operators engaged by TBR Global [14]