Wasteland Capital
@ecommerceshares
Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
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$CRM βGreat quarter, guysβ! π€© +14% Rev/+17% cc. π GAAP operating margin 4.3% π«€, but βadjustedβ margin was a strong 29.2% π. $20bn buyback! π€€π¦ Good β24 guide, Rev +10% & +15-16% OpC...
Current mega-tech consensus EPS forecast revisions: $GOOGL $MSFT have seen quite a hit to forecast post earnings. $META remains a disaster zone, while $AMZN sh*tshow looks worst of...