And the reason why it's hot. Katie, take a listen to this. Revenue up 63% in the most recent period to $1.18% billion.Saw a decent performance here on the bottom line as well. And more importantly, the guidance for the current quarter, the full year, if you will. The idea here that some of those gains can continue.The shares, which had been up about 6% in the after hours trade, now almost unchanged. Gloria joins us right now, head of technology research at D. A.Davidson. And Gail, I don't think anyone came ...

Financial Performance - Amazon had its cleanest quarter in some time [1] - Amazon moderately beat on revenue after adjusting for one-time item normalizations in operating income [2] - The most important line item was the 20% AWP growth [2] Growth Trajectory - There's an upward trajectory in terms of growth rate going into 2026 [3] - AWP growth will start getting a bigger contribution from entropic in the depressed business [2] Market Outlook - Amazon is possibly on the verge of becoming the next Google trade that happened in 2025 [3] - The stock has been held back, multiples compressed, and the company is at the beginning of an acceleration in the core business [3]

RT Nick Ducoff (@nickducoff)At this year’s growth rate, we’ll be $45B in 12 months ...

Market Performance & Valuation - Apple is on pace for its best week since December 2021, driven by various factors [1] - A target price increase to $260 from $240 is suggested by Melius Research, reiterating a "buy" rating [1] - Year-to-date, the stock is down 9.2%, while up 6.8% over one year, compared to the S&P's 21% increase [8] - The stock's forward earnings multiple is high relative to its growth rate, requiring boosted growth to maintain the multiple [3] Strategic Imperatives & AI - Apple needs to consider acquiring Perplexity, bringing in outside talent, and partnering with Google Gemini to address valuation concerns [2] - An AI acquisition is deemed necessary for Apple, with Perplexity suggested as a viable option [5][12] - Services revenue reached an all-time high of $27.4 billion without AI, indicating potential for further growth with AI integration [12] External Factors & Geopolitics - Tim Cook's White House visit and pledge of greater US investment may have positively impacted the stock [1][4] - Reduced punitive impact from India tariffs compared to other companies could be beneficial [1][4] - China's market performance is improving for Apple [10] Financial Health & Growth - Revenue has increased by $100 billion, and net income has essentially doubled over the past few years [9] - Net income growth has been relatively flat in the last three years, with a 11.1% annualized growth over five years, highlighting the need for new growth drivers beyond increased unit sales [11]

Market Trend - ETH (以太坊) 在七月份的平均增长率为 4.68% [1] Potential Question - 行业关注 ETH 本月的表现 [1]

Model Assumptions & Inputs - The DCF model defaults to a discount rate of the current 10-year Treasury rate plus 6%, currently at 11% [1] - Earnings per share (EPS) is used as a default input to estimate future earnings in the reverse DCF model [2] - Free cash flow and adjusted dividend models are available as options [2] Reverse DCF Model Analysis - The reverse DCF model determines the growth rate needed to justify the current stock price [3] - For Brown, the model suggests a future growth rate of 1948% per year for the next 10 years to justify the current stock price [3] - Brown's average EPS growth over the last 10 years was 2220% [3] - The expected growth is smaller than the past growth, suggesting it is potentially achievable, but relies on assumptions [4] Key Considerations - The business needs to be predictable and consistent in the future [5] - Future growth should be similar to past growth [5] - Changes to the discount rate can significantly impact the valuation [5] - Future interest rates and the length of the growth stage are unknown assumptions [5] - Both DCF and reverse DCF models rely on numerous assumptions [1][5]