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Moon Dev
I just gave openclaw super powers
it can now use 8 different claude codes to code with Opus all day
So i just turned 1 autonomous ai engineer into 8 https://t.co/IucNIpzVb0
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I just gave openclaw super powers
it can now use 8 different claude codes to code with Opus all day
So i just turned 1 autonomous ai engineer into 8 https://t.co/IucNIpzVb0
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The Few Bets That Matter
$CROX earnings are pretty interesting.
We’re talking about a company guiding to ~5% EPS growth without growth, only on efficiency, and excluding buybacks after repurchasing ~10% of shares outstanding FY25.
We don’t know how much they’ll buy back in FY26, but you could reasonably model ~10% EPS growth on flat revenue while the stock already trades below peers with weaker financials and fundamentals.
Add to that:
🔹DTC growth - higher margins
🔹International acceleration
🔹HEYDUDE expected to perform better H2-26
🔹Strong brand presence
And you get yourself a real repricing candidate.
If HEYDUDE reaccelerates - and guidance suggests that’s possible with a -8% guidance after a ~-17% Q1, there’s little reason for $CROX to trade at such low multiples versus peers like Nike, which is expected to grow ~4% at best with lower margins.
Plus, risk from here is lower as you'd need worst than terrible to go much lower.
At 10x earnings, you’re looking at roughly a ~$130 stock.
If HEYDUDE improves and multiples expand toward sector norms (~12x), that’s closer to ~$155.
Definitely one to keep an eye on.
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$CROX earnings are pretty interesting.
We’re talking about a company guiding to ~5% EPS growth without growth, only on efficiency, and excluding buybacks after repurchasing ~10% of shares outstanding FY25.
We don’t know how much they’ll buy back in FY26, but you could reasonably model ~10% EPS growth on flat revenue while the stock already trades below peers with weaker financials and fundamentals.
Add to that:
🔹DTC growth - higher margins
🔹International acceleration
🔹HEYDUDE expected to perform better H2-26
🔹Strong brand presence
And you get yourself a real repricing candidate.
If HEYDUDE reaccelerates - and guidance suggests that’s possible with a -8% guidance after a ~-17% Q1, there’s little reason for $CROX to trade at such low multiples versus peers like Nike, which is expected to grow ~4% at best with lower margins.
Plus, risk from here is lower as you'd need worst than terrible to go much lower.
At 10x earnings, you’re looking at roughly a ~$130 stock.
If HEYDUDE improves and multiples expand toward sector norms (~12x), that’s closer to ~$155.
Definitely one to keep an eye on.
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The Transcript
$ABNB CEO: "For the full year 2026, we expect year-over-year revenue growth to accelerate to low double digits with an ambition to grow even faster than that." https://t.co/g7P7M1w8bX
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$ABNB CEO: "For the full year 2026, we expect year-over-year revenue growth to accelerate to low double digits with an ambition to grow even faster than that." https://t.co/g7P7M1w8bX
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NecoKronos
Spot is KING 👑
I’ve been saying it for a while: price goes where spot goes. For this entire range, we only saw ask walls forcing the price down.
Yesterday and today, that changed completely. Good support just stacked up on the bid side across spot exchanges.
#BTC https://t.co/Mcn0xwVQzb
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Spot is KING 👑
I’ve been saying it for a while: price goes where spot goes. For this entire range, we only saw ask walls forcing the price down.
Yesterday and today, that changed completely. Good support just stacked up on the bid side across spot exchanges.
#BTC https://t.co/Mcn0xwVQzb
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The Few Bets That Matter
$NVO Wegovy pill data continues to look positive.
The thesis that pills would be a major hit given many patients refuse injections seems validated, with ~36% of patients completely new to GLP-1s.
$NVO also plans to raise the price of Wegovy pills from $149 to $199 in April.
That should help growth, although it’s fair to assume this hike was already priced into recent guidance and a study shows that many injectable patients would switch to pills once their reserves empty, which would reduce growth as the injections are slightly more expensive than the pills.
It’s hard to be very optimistic on the stock short term given that guidance. But data remain very strong.
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$NVO Wegovy pill data continues to look positive.
The thesis that pills would be a major hit given many patients refuse injections seems validated, with ~36% of patients completely new to GLP-1s.
$NVO also plans to raise the price of Wegovy pills from $149 to $199 in April.
That should help growth, although it’s fair to assume this hike was already priced into recent guidance and a study shows that many injectable patients would switch to pills once their reserves empty, which would reduce growth as the injections are slightly more expensive than the pills.
It’s hard to be very optimistic on the stock short term given that guidance. But data remain very strong.
$NVO is back in the $50s.
Look at that. Who could have guessed.
The market always rewards patience; either by giving you liquidity at key levels or by giving you time to change your mind on what could have been a terrible trade.
I took shit for not buying the downtrend.
I took shit when the stock bounced.
And I will still end up with a better average price than the DCA crowd.
Taking shit is often a sign you’re doing something right on social media.
https://t.co/PmRyeSq4cp tweet
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Quiver Quantitative
JUST IN: Senator John Hickenlooper has said that he did not personally make this trade.
He said that his stock portfolio is managed without his involvement.
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JUST IN: Senator John Hickenlooper has said that he did not personally make this trade.
He said that his stock portfolio is managed without his involvement.
BREAKING: Senator John Hickenlooper filed a purchase of up to $100,000 of stock in Eaton Corporation.
Eaton is a power management company.
Hickenlooper sits on the Senate Committee on Energy.
We'll be keeping an eye on $ETN. https://t.co/S1l1yDnQCF tweet
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The Few Bets That Matter
$DUOL is now trading at ~5x sales and ~14x earnings.
I know the narrative: AI could disrupt the service.
But imagine it doesn’t, and imagine $DUOL guides to >20% growth for FY26.
At these multiples, that’s not exactly expensive, although we shouldn't make the mistake of thinking it is cheap as some peers trade at comparable multiples with 20% growth - $APP & $SPOT come to mind.
I don’t touch downtrends.
But it’s fair to question this one.
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$DUOL is now trading at ~5x sales and ~14x earnings.
I know the narrative: AI could disrupt the service.
But imagine it doesn’t, and imagine $DUOL guides to >20% growth for FY26.
At these multiples, that’s not exactly expensive, although we shouldn't make the mistake of thinking it is cheap as some peers trade at comparable multiples with 20% growth - $APP & $SPOT come to mind.
I don’t touch downtrends.
But it’s fair to question this one.
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Javier Blas
CHART OF THE DAY: The cost of US ground beef keeps rising, reaching in January almost $6.7 per pound. That makes for an expensive hamburger. 🍔🥩🐄
While President Trump has seen the price of other foodstuff drop (eggs, for example), all suggest that beef prices may still high. https://t.co/ZcW1vFH1Ca
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CHART OF THE DAY: The cost of US ground beef keeps rising, reaching in January almost $6.7 per pound. That makes for an expensive hamburger. 🍔🥩🐄
While President Trump has seen the price of other foodstuff drop (eggs, for example), all suggest that beef prices may still high. https://t.co/ZcW1vFH1Ca
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