Quiver Quantitative
BREAKING: Representative Elise Stefanik will be signing the new discharge petition to force a vote on a congressional stock trading ban. https://t.co/KlLKuxU5Li
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Quiver Quantitative
BREAKING: Representative Lauren Boebert will be signing the new discharge petition to force a vote on a congressional stock trading ban. https://t.co/kml04wYMgq
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App Economy Insights
$CRWD CrowdStrike Q3 FY26:

📊 ARR +23% Y/Y to $4.92B.
📈 Net new ARR $265M.

• Revenue +22% to $1.23B ($10M beat).
• Operating margin -6% (flat Y/Y).
• Non-GAAP EPS $0.96 ($0.02 beat).
• FY24 revenue ~$4.80B ($24M raise). https://t.co/ALlpcxs0Rs
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Fiscal.ai
CrowdStrike just reported Q3 revenue growth of 22%, vs. estimates of 20%.

Does any SaaS company have a better revenue chart over the last 5 years?

$CRWD https://t.co/xRm9p9baAd
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Wasteland Capital
$AEO FUUK YEAH! Massive beat as expected (Aerie SSS accelerated to +11%), but the Q4 guide of +8-9% total SSS and operating income at $155-160m (vs $130m cons) looks absolutely insane.

Simply flabbergasted. I’m just undefeated in retail & brand investing.

Sydney, call me 🤙 https://t.co/NxHhtFbrwh

Sydney Sweeney doing the fall campaign at $AEO.

Consensus EPS next year is $1.23 (Feb-27), which implies 8.5x P/E at the $10.50 price. Stock’s beaten down due to poor (-3%) Q1 SSS & tariff-induced margin pressure.

I think they can do $1.60 in EPS, which would be $24 @ 15x P/E. https://t.co/SiNGjPetF8 - Wasteland Capital
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