AkhenOsiris
$SRAD:
Jefferies said recent investor queries around Sportradar reflect “a bearish near-term bias,” with concerns focused on customer exposure and the potential threat from prediction markets. The analysts stressed Sportradar’s operator clients “only do business where online sports betting is legal or not formally illegal,” adding that league oversight and internal audits mitigate risk. It also said prediction markets are “largely irrelevant” to the company’s model because they “don’t offer the sophisticated, real-time bets that require a live data feed.”
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$SRAD:
Jefferies said recent investor queries around Sportradar reflect “a bearish near-term bias,” with concerns focused on customer exposure and the potential threat from prediction markets. The analysts stressed Sportradar’s operator clients “only do business where online sports betting is legal or not formally illegal,” adding that league oversight and internal audits mitigate risk. It also said prediction markets are “largely irrelevant” to the company’s model because they “don’t offer the sophisticated, real-time bets that require a live data feed.”
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AkhenOsiris
$SNOW
On October 26, 2025, an unauthorized Instagram interview with a Inc. executive led to statements about the company’s future results, which investors are advised not to rely on.
Snowflake reaffirms its previously issued revenue guidance for Q3 and the full fiscal year 2026, maintaining its guidance philosophy and standard practices for financial result releases.
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$SNOW
On October 26, 2025, an unauthorized Instagram interview with a Inc. executive led to statements about the company’s future results, which investors are advised not to rely on.
Snowflake reaffirms its previously issued revenue guidance for Q3 and the full fiscal year 2026, maintaining its guidance philosophy and standard practices for financial result releases.
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AkhenOsiris
$SNOW
Unauthorized financial disclosures made by one of its executive officers during an interview posted on Instagram account "theschoolofhardknockz" 😂
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$SNOW
Unauthorized financial disclosures made by one of its executive officers during an interview posted on Instagram account "theschoolofhardknockz" 😂
$SNOW
On October 26, 2025, an unauthorized Instagram interview with a Inc. executive led to statements about the company’s future results, which investors are advised not to rely on.
Snowflake reaffirms its previously issued revenue guidance for Q3 and the full fiscal year 2026, maintaining its guidance philosophy and standard practices for financial result releases. tweet
AkhenOsiris
$FLUT
Stifel lowered the price target on FLUT to $339 (from $356) while maintaining a Buy rating.
The analyst commented, "We rate FLUT Buy. We forecast a compelling multi-year FCF growth algorithm (~56% CAGR 2024-27E) underpinned by secular TAM expansion and FLUT’s unique product/scale flywheel. FY25E Consensus appears reasonable, though we see upside to FY26/27E supported by TAM momentum, regulation-driven consolidation, bottoming headwinds, and top-line synergies. FLUT’s leading positions are not definitively unassailable and rapid M&A and diversification adds execution risk, though scale advantages in OSB/iCasino are powerful — especially as the industry transitions to a more recreational, inelastic user base. Despite T3Y outperformance, valuation remains attractive vs. historical and internet comps with the catalyst path skewed more positive (Consensus upgrades; S&P500 inclusion; state expansion) than negative (tax hikes/regulation), in our view."
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$FLUT
Stifel lowered the price target on FLUT to $339 (from $356) while maintaining a Buy rating.
The analyst commented, "We rate FLUT Buy. We forecast a compelling multi-year FCF growth algorithm (~56% CAGR 2024-27E) underpinned by secular TAM expansion and FLUT’s unique product/scale flywheel. FY25E Consensus appears reasonable, though we see upside to FY26/27E supported by TAM momentum, regulation-driven consolidation, bottoming headwinds, and top-line synergies. FLUT’s leading positions are not definitively unassailable and rapid M&A and diversification adds execution risk, though scale advantages in OSB/iCasino are powerful — especially as the industry transitions to a more recreational, inelastic user base. Despite T3Y outperformance, valuation remains attractive vs. historical and internet comps with the catalyst path skewed more positive (Consensus upgrades; S&P500 inclusion; state expansion) than negative (tax hikes/regulation), in our view."
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Offshore
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Offshore
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Investing visuals
Thank you so much for all the kind messages about the $RBRK deep dive!
One visual didn’t make it into the thread, so here it is: a comparison of $RBRK versus its closest peers, $CVLT and $CRWD. https://t.co/96rNFDroc3
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Thank you so much for all the kind messages about the $RBRK deep dive!
One visual didn’t make it into the thread, so here it is: a comparison of $RBRK versus its closest peers, $CVLT and $CRWD. https://t.co/96rNFDroc3
Presenting you my first deep dive, covering $RBRK:
• Founder led
• Mission-critical
• Growing over 50%
• Named 6x data protection leader
This is the story of a business that evolved from simple backups to an industry-leading cyber resilience platform.
Let’s dive in! (~25 min. read) 🧵👇 tweet
Offshore
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Investing visuals
$SOFI reports Q3 earnings tomorrow. How membership growth has evolved over time:
• 2020: 1.1M
• 2021: 2.3M
• 2022: 3.9M
• 2023: 5.7M
• 2024: 8.1M
$SOFI now has 11.7M members, a 10x increase in just five years. I’m not a shareholder, but that’s impressive execution👌 https://t.co/jQ8TDXS5wl
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$SOFI reports Q3 earnings tomorrow. How membership growth has evolved over time:
• 2020: 1.1M
• 2021: 2.3M
• 2022: 3.9M
• 2023: 5.7M
• 2024: 8.1M
$SOFI now has 11.7M members, a 10x increase in just five years. I’m not a shareholder, but that’s impressive execution👌 https://t.co/jQ8TDXS5wl
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Offshore
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Read
RT @NTFabiano: Your brain doesn't care about your intentions.
It cares about your repetitions.
Repetition shapes your reality. https://t.co/tOvE3OqyMz
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RT @NTFabiano: Your brain doesn't care about your intentions.
It cares about your repetitions.
Repetition shapes your reality. https://t.co/tOvE3OqyMz
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Read
RT @drishanshaha: @NTFabiano Do something often enough, your brain stops asking - it assumes that’s who you are.
Identity change happens.
That’s why change feels unnatural at first - you’re rewriting code.
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RT @drishanshaha: @NTFabiano Do something often enough, your brain stops asking - it assumes that’s who you are.
Identity change happens.
That’s why change feels unnatural at first - you’re rewriting code.
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Ahmad
it’s been 56 hours since the SF elevator incident
here’s 11 things that taught me about managing risks at a B2B SaaS
🧵 https://t.co/xfst6xaLIW
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it’s been 56 hours since the SF elevator incident
here’s 11 things that taught me about managing risks at a B2B SaaS
🧵 https://t.co/xfst6xaLIW
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Offshore
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RT @escvel0city11: Bringing back this old gem that was my lock screen for a while as a reminder to self https://t.co/IZkcgLE6VS
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RT @escvel0city11: Bringing back this old gem that was my lock screen for a while as a reminder to self https://t.co/IZkcgLE6VS
It once again appears the key to outperformance is buying names with growing revenue and ignoring everything else https://t.co/EygfxZzXCK tweet