AkhenOsiris
OpenAI CFO Friar on CNBC tomorrow at 10am ET
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AkhenOsiris
Uhhh, Gavin

https://t.co/H0jxBry38t

We need a moratorium on OpenAI public appearances and press releases to stabilize the market. - Gavin Baker
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AkhenOsiris
Don't want to sound hyperbolic here, but guessing lots of viewers tomorrow. Can't really put the toothpaste back in the tube, but respect for going back in front of the camera

OpenAI CFO Friar on CNBC tomorrow at 10am ET - AkhenOsiris
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Fiscal.ai
Remitly has now grown its active customers by 834% since 2019.

948k → 8.8M in less than 6 years.

$RELY https://t.co/03GhftbM9C
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Fiscal.ai
Oscar Health just reported 2.1 million members for Q3, up 28% YoY.

The burgeoning health insurance provider has now increased its total members 5x over the last 5 years.

$OSCR +10.8% pre-market https://t.co/jzzHaOKfZa
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Fiscal.ai
"Our equity fluctuates; often as a result of what our competitors are doing as opposed to our results. To this end, our board has authorized a new $1 billion stock repurchase program, which is the largest in our history."

$FOUR https://t.co/xKLQeKPg5F

@buccocapital Fiserv had an Argentinian tailwind that caught up with them (among other issues). FOUR doesn't. And I would hope those that like FOUR do so based on the fundamentals over the last two decades and not because I post on X. Earnings in a week.. - Jared Isaacman
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Fiscal.ai
Lululemon is trading at its cheapest multiple ever.

EV/EBIT: 8.2x

Why wouldn't they beat the market over the next 5 years?

$LULU https://t.co/bNqu4TcBEU
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Fiscal.ai
Wise 1H 2026 Results

Revenue +11%
Gross Profit +13%
Operating Profit -15%
Active Customers +18%
Cross Border Volume +24%

$WISE: -6.6% today https://t.co/tQ0cbtim0N
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Fiscal.ai
Airbnb Q3 Results

Revenue +10% (est. +9.8%)
EPS +3.8% (est. +8%)
Free Cash Flow +26%
Gross Booking Value +14%
Nights Booked +9%

$ABNB https://t.co/h1tzvANB2P
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Dimitry Nakhla | Babylon Capital®
Several key takeaways from FICO’s latest quarterly call (Q4 2025 transcripts for reference)

$FICO remains one of the most quietly dominant businesses in the market & arguably among the best examples of consistent execution & pricing power 🧵 https://t.co/R8Vqfl7REn
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App Economy Insights
$ABNB Airbnb Q3 FY25:

💵 GBV +12% Y/Y fxn to $22.9B.
🛌 Nights booked +9% Y/Y to 134M.

• Revenue +10% Y/Y to $4.1B ($10M beat).
• Operating margin 40% (-1pp Y/Y).
• EPS $2.21 ($0.11 miss).
• Q4 FY25 revenue outlook +7% to 10% Y/Y. https://t.co/dOxeGk2k1S
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Fiscal.ai
The Trade Desk beat Q3 estimates on both the top and bottom line.

Revenue $739M, +17.7% (est. +15.9%)
Adj. EPS $0.45, +15.4% (est. +12.4%)

$TTD: -7.6% after hours https://t.co/PQFNz5TSQg
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