BLOCK(SQ) See It Market·2025-02-22 17:23Group 1: Earnings Overview - Retailers, fintech, and marketplaces reported strong earnings with record profits and revenue from several portfolio companies [1] - Fiverr's results were particularly noteworthy, along with their announcement of AI Agents on the platform, indicating a shift from Gig Economy to Giga Economy [1] Group 2: Real Estate Market Insights - Zillow remains the dominant online real estate platform, experiencing a 6% year-over-year growth in U.S. visits in January, marking it as the only platform with consistent growth last year [5][6] - Higher traffic for Zillow could enhance its advertising and mortgage business potential [6] Group 3: Block's Financial Performance - Block (Square) achieved a significant margin expansion from nearly 0% in 2019-2020 to 34% in 2024, driven by cost efficiencies and monetization across Cash App and Square [7] - The sustained profitability and growth of Block could lead to a re-rating of the stock by investors if margins hold [7] Group 4: Humanoid Robotics Development - Meta announced ambitions in humanoid robotics, with models reaching human size and pushing towards commercial applications [8] - The evolution of humanoid robots is driven by decreasing costs of robotics and computing, alongside rising human labor costs, indicating a significant market potential [9]