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Ahmad Jivraj
1/10
Will The Market Crash?
Some Thoughts Before Election Day

Market declines are common. https://t.co/Z9uwUKL9iF
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Librarian Capital
RT @mcuban: Join me for the largest phone banking event to finally elect Kamala Harris as the next president of the United States. EVERYONE FOR KAMALA is happening on Election Day starting at 10 AM ET. Let’s work together to make important calls to swing states and get out the vote! 🇺🇸

Sign up here: https://t.co/z5Cz3NmHly

#EveryoneForKamala #Vote #KamalaHarris
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Librarian Capital
RT @followtheh: Your honor I was not committing an election crime it was a garden variety fraud.

If nothing else 2024 has shown millions of Americans who Elon Musk really is - a fraud and a bully.

Shout out to the $TSLAQ clan who fought the good fight starting over a decade ago. They knew.
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Librarian Capital
RT @KamalaHQ: Unearthed audio of Steve Bannon from 2020: “What Trump is gonna do is declare victory. That doesn’t mean he’s the winner. He’s just gonna say he’s the winner… He’s just gonna say they stole it. Trump is gonna do some crazy shit” https://t.co/CAMUdfksOw
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Investing visuals
Palantir $PLTR earning snapshot 👇
🔹Revenue: $726 Mln vs Est: $704 Mln (3% beat🟢)
🔹EPS: $0.10 vs Est: $0.09 (10% beat🟢)
🔹Raised full year guidance to 2.81B (previous est. $2.76B)

Initial stock reaction 📈
Up +13% 🟢

Updated one-pager with full review will be out tomorrow👌📜

Palantir $PLTR earnings preview:
🔹Est. Revenue: $704 Mln (+26.1%)
🔹Est. Earnings per share: $0.09 (+29.8%) https://t.co/QDLUotAt32
- Investing visuals
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Dimitry Nakhla | Babylon Capital®
Palantir $PLTR Reports a Strong Q3 🎯

Revenue: $725.52M vs $701.13M (est)

Adjusted EPS: $0.10 vs $0.09 (est)

#stocks #investing https://t.co/tsax0tKEwJ
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Stock Analysis Compilation
Clearbridge on FTAI Aviation $FTAI US

Thesis: FTAI Aviation’s modular approach to aging aircraft engines and strong leasing assets position it well for long-term revenue and earnings growth

(Extract from their Q3 letter) https://t.co/pwoSj8vITT
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App Economy Insights
$PLTR Palantir Q3 FY24:

• Net dollar retention 118% (+11pp Y/Y).
• Customers +39% Y/Y to 629.
• Revenue +30% Y/Y to $726M ($22M beat).
• Non-GAAP EPS $0.10 ($0.01 beat).

FY24 guidance:
• Revenue +26% Y/Y to $2.807B (+$61M).
• Adjusted margin 38% (+3pp). https://t.co/X8OgGr9mLI
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Librarian Capital
RT @JamesSurowiecki: Elon Musk, October 19: "We are going to be awarding a million dollars, randomly, to anyone who signs the petition." https://t.co/aeIeOVeMQj
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App Economy Insights
$PLTR Palantir Q3 FY24:

• Net dollar retention 118% (+11pp Y/Y).
• Customers +39% Y/Y to 629.
• Revenue +30% Y/Y to $726M ($22M beat).
• Non-GAAP EPS $0.10 ($0.01 beat).

FY24 guidance:
• Revenue +26% Y/Y to $2.807B (+$61M).
• Adjusted margin 38% (+3pp). https://t.co/YuHYJZDxK7
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