Alex Hoffmann
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alexdoesstuff.bsky.social
Alex Hoffmann
@alexdoesstuff.bsky.social
58 followers 89 following 48 posts
Building Marvin Labs, an AI assistant for investment analysts.
Second time founder, ex Credit Suisse

https://www.marvin-labs.com/
Posts Replies Media Videos
alexdoesstuff.bsky.social
$META 1Q-2025: Meta Crushes 1Q Expectations: Revenue +19%, EPS +37%; Raises AI and CapEx Guidance.

Revenue $43.6bn (+19%) vs. $41.4bn expected
EPS $6.43 (+37%) vs. $5.22 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/META...
April 30, 2025 at 11:27 PM
alexdoesstuff.bsky.social
$SBUX 2Q-2025: Slumped EPS Sends Aroma of Turnaround: Investments Over Earnings Focus in 2Q-2025

Revenue $8.8bn (+2%) vs. $8.8bn expected
EPS $0.41 (-40%) vs. $0.48 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/SBUX...
April 29, 2025 at 11:35 PM
alexdoesstuff.bsky.social
$CNC 1Q-2025: Centene 1Q-2025 Surprise: EPS Surges 15%, Momemtum Challenges Revenue Expectation

Revenue $42.5bn (+5%) vs. $43.2bn expected
EPS $2.90 (+28%) vs. $2.52 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/CNC/...
April 25, 2025 at 3:20 PM
alexdoesstuff.bsky.social
$BA 1Q-2025: Boeing 1Q-25 Earnings Shock: EPS Beats By Unexpected 62%, Revenue Disappoints, Intact Full-Year Guidance Convictions Scrutinized

Rev $19.5bn (+18%) vs. $19.8bn exp
EPS $-0.49 (-57%) vs. $-1.30 exp

Highlights⬇️

#valueinvesting #investing #stocks

app.marvin-labs.com/company/BA/e...
April 23, 2025 at 11:19 PM
alexdoesstuff.bsky.social
$TSLA 1Q-2025: Revenue and EPS Plunge in Tesla 1Q-2025—Future Hopes Pinned on Autonomous Cars,Tariff Woes Loom

Revenue $19.3bn (-9%) vs. $21.4bn expected
EPS $0.27 (-40%) vs. $0.42 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/TSLA...
April 22, 2025 at 11:43 PM
alexdoesstuff.bsky.social
$NFLX 1Q-2025: Blockbuster Earnings: 1Q Revenue Beats By +4%, EPS Surges 25%—Guidance Remains Steady

Revenue $10.9bn (+16%) vs. $10.5bn expected
EPS $6.61 (+25%) vs. $5.66 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/NFLX...
April 17, 2025 at 11:35 PM
alexdoesstuff.bsky.social
$CSX 1Q-2025: Missed Profit For Railroad Giant: 1Q-2025 EPS Drops 26%; Revenue Expectations Matched

Revenue $3.4bn (-7%) vs. $3.4bn expected
EPS $0.34 (-26%) vs. $0.44 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/CSX/...
April 16, 2025 at 11:13 PM
alexdoesstuff.bsky.social
$JNJ 1Q-2025: Strong Q1 Earnings Beat Expectations, EPS +7%, Dividend Raised; 2025 Guidance Reaffirmed

Revenue $21.9bn (+2%) vs. $21.6bn expected
EPS $2.77 (+2%) vs. $2.58 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/JNJ/...
April 15, 2025 at 9:38 PM
alexdoesstuff.bsky.social
$GS 1Q-2025: 1Q-2025 Review: EPS Rockets 22% Beyond Estimation, Surprise Context to Energetic Forward Steps

Revenue $15.1bn (+6%) vs. $14.7bn expected
EPS $14.12 (+22%) vs. $12.27 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/GS/e...
Goldman Sachs (GS) - 1Q-2025
Marvin Labs is an AI-driven Investment Analysis Copilot focussed on helping equity analysts to swiftly find all relevant information from financial text, audio and video.
app.marvin-labs.com
April 14, 2025 at 3:47 PM
alexdoesstuff.bsky.social
$JPM 1Q-2025: Earnings Surprise: Revenue Surges 10%, EPS Beats by 9%, Anticipates Dynamic Quarter Ahead

Revenue $46.0bn (+10%) vs. $44.1bn expected
EPS $5.07 (+14%) vs. $4.64 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/JPM/...
JPMorgan Chase (JPM) - 1Q-2025
Marvin Labs is an AI-driven Investment Analysis Copilot focussed on helping equity analysts to swiftly find all relevant information from financial text, audio and video.
app.marvin-labs.com
April 11, 2025 at 5:48 PM
alexdoesstuff.bsky.social
$DAL 1Q-2025: EPS Surges, Revenue Dips: Mixed Bag = Delta Steers to Cautiously Optimistic 2025

Revenue $13.0bn (-6%) vs. $13.5bn expected
EPS $0.46 (+2%) vs. $0.39 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/DAL/...
April 9, 2025 at 4:31 PM
alexdoesstuff.bsky.social
$CCL 1Q-2025: Carnival Steers Towards Gains: Q1 2025 EPS Smashes Expectations, Ups Guidance!

Revenue $5.8bn (+7%) vs. $5.7bn expected
EPS $0.13 (N/A) vs. $0.02 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/CCL/...
March 21, 2025 at 4:31 PM
alexdoesstuff.bsky.social
$NKE 3Q-2025: Nike 3Q-2025 Earnings: Revenue Tops Expectations, Yet EPS Falls Sharply - Guidance Updated

Revenue $11.3bn (-9%) vs. $11.0bn expected
EPS $0.54 (-45%) vs. $0.28 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/NKE/...
March 20, 2025 at 11:41 PM
alexdoesstuff.bsky.social
$DG FY-2025: EPS Drops 52%; Guidance Revised! Are Dollar General's Steady Sales Enough?

Revenue $10.3bn (+4%) vs. $10.3bn expected
EPS $0.87 (-52%) vs. $1.50 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/DG/e...
March 13, 2025 at 3:45 PM
alexdoesstuff.bsky.social
$ADBE 1Q-2025: Adobe 1Q-2025: EPS Boosted 11% BUT Revenue Stalls; AI Growth Anchors an Optimistic Outlook

Revenue $5.7bn ( 10% ) vs. $5.7bn expected
EPS $5.08 ( 13% ) vs. $4.97 expected

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/ADBE...
March 13, 2025 at 12:46 AM
alexdoesstuff.bsky.social
Meta: The Market Is Missing the AI Opportunity!

The market may overestimate AI capex and underestimate return on AI investments for $META.

With falling inference costs & rising ad efficiency, Meta could see higher margins & improved revenue.

Read more: www.marvin-labs.com/blog/meta-ma...

#finsky
Marvin Labs | Meta Platforms: Market Overestimates AI Costs, Underestimates Benefits
Is Meta Platforms (META) undervalued? With AI costs starting to fall we may see lower capex and higher margins.
www.marvin-labs.com
March 12, 2025 at 11:44 AM
alexdoesstuff.bsky.social
$NVDA FY-2025: Record Revenue and EPS Surprises: Revenue Surges 77% to $39.3bn, EPS Beats Expectations at $0.89; Strong Growth Driven by AI and Data Center Expansion

Revenue $39.3bn ( +77% ) vs. $38.2bn exp
EPS $0.89 ( +72% ) vs. $0.85 exp

Highlights⬇️

app.marvin-labs.com/company/NVDA...
February 26, 2025 at 11:48 PM
alexdoesstuff.bsky.social
$HD FY-2025: Revenue Beats Expectations by 1.5%, EPS Meets Estimates Amid Strategic Investments and Market Expansion

Revenue $39.7bn ( +20% ) vs. $39.1bn exp
EPS $3.0 ( -5% ) vs. $3.0 exp

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/HD/e...
The Home Depot (HD) - FY-2025
Marvin Labs is an AI-driven Investment Analysis Copilot focussed on helping equity analysts to swiftly find all relevant information from financial text, audio and video.
app.marvin-labs.com
February 25, 2025 at 5:05 PM
alexdoesstuff.bsky.social
$ZM FY-2025: Earnings Beat with EPS at $1.41 vs. $1.30 Expected; Revenue Growth Driven by Enterprise Expansion and AI

Revenue $1.2bn ( +2% ) vs. $1.2bn exp
EPS $1.4 ( -0.7% ) vs. $1.3 exp

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/ZM/e...
February 24, 2025 at 11:48 PM
alexdoesstuff.bsky.social
DeepSeek is shaking up the AI landscape with its latest LLM, offering high-quality inference at a fraction of the cost of OpenAI and other competitors. Pricing is 66% lower than OpenAI’s o3-mini and performance on par with leading models.

www.marvin-labs.com/blog/deepsee...
Marvin Labs | DeepSeek's LLM: Disrupting the AI Landscape with Low Inference Costs
Discover how DeepSeek's DeepSeek-R1 LLM is revolutionizing the AI industry with significantly lower inference costs compared to OpenAI and other leading models.
www.marvin-labs.com
February 24, 2025 at 8:43 AM
alexdoesstuff.bsky.social
$MCD FY-2024: Revenue Beats Expectations by 3%, EPS Misses by 4% Amid Strategic Investments and Global Expansion Plans

Revenue $6.4bn (+3%) vs. $6.2bn exp
EPS $2.83 (-4%) vs. $2.86 exp.

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/MCD/...
February 10, 2025 at 8:14 PM
alexdoesstuff.bsky.social
Is OpenAI half of Azure AI's revenue?

Azure AI’s $13B run rate vs. OpenAI’s $7B+ compute spend—does the math check out?

Let's break it down at www.linkedin.com/feed/update/...
Alex Hoffmann on LinkedIn: Microsoft: Is OpenAI Half of Azure AI Revenue? According to the most…
Microsoft: Is OpenAI Half of Azure AI Revenue? According to the most recent earnings release, Azure AI is operating at a $13 billion annual run rate. This…
www.linkedin.com
February 10, 2025 at 1:43 PM
alexdoesstuff.bsky.social
$AMZN FY-2024: Earnings Beat with 26% EPS Surprise and Revenue Slightly Above Expectations; Strong AI and Logistics Investments

Rev $187.8bn (+10%) vs. $187.2bn exp
EPS $1.86 (+86%) vs. $1.48 exp.

Highlights⬇️

#investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/AMZN...
February 8, 2025 at 6:17 AM
alexdoesstuff.bsky.social
$UBER FY-2024: Revenue Beats Expectations by 1.7%, EPS Misses by 52% Amid Strong Growth in Bookings and EBITDA

Revenue $12.0bn (+20%) vs. $11.8bn exp
EPS $0.23 (-65%) vs. $0.48 exp.

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/UBER...
February 5, 2025 at 2:53 PM
alexdoesstuff.bsky.social
$GOOGL FY-2024: Earnings Beat with EPS Up 31% Amid Strong Cost Management and $75bn capex exp; Revenue Slight Miss

Revenue $96.5bn (+11%) vs. $96.7bn exp
EPS $2.15 (+31%) vs. $2.13 exp.

Highlights⬇️

#valueinvesting #investing #stocks #stockmarket #finsky

app.marvin-labs.com/company/GOOG...
February 5, 2025 at 4:37 AM