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Notes

UBER CEO: "Our advertising business performed well in Q2, reaching a revenue run-run rate of over $1B"

Previous Milestones:

—Feb 2024: $900M:

—Sep: 2023: $650M

—Nov 2022: $350M

🎉 Thrilled to share that after 8 months, my Substack has reached 5,000 subscribers!

❤️ I am incredibly proud of this 100% organic growth and excited to continue discussing stocks and business models with all of you every day!

Just broke down the upcoming earnings and economic events this week. Come check them out!

Jerome Powell and Jackson Hole this week, and PANW Earnings Upcoming
From your follows
Is Amphenol Overpass Replaced by PCB? – All you need to know about GB200 NVSwitch tray redesign issue

Baillie Gifford files its Q2 13F ahead of the deadline:

Top 5 positions:

  1. NVDA, 7.88%

  2. MELI, 6.19%

  3. AMZN, 5.78%

  4. MRNA, 4.01%

  5. SPOT, 3.93%

-Top Buys: ELF, UNH, AZO, KSPI, ENPH

-Top Sales: NVDA, SPOT, TSLA, TER, SHOP

Here’s an interesting challenge:

How will you solve this?

Scandinavian countries are known for their work-life balance and excellent benefits to new parents. Still, they cannot reverse this trend.

TMT Breakout