Offshore
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App Economy Insights
$SOFI SoFi Q1 FY25:
• Members +34% to 10.9M.
• Revenue +20% Y/Y to $772M.
• Adjusted revenue +33% Y/Y ($32M beat).
• Adjusted EBITDA +46% Y/Y to $210M.
• Non-GAAP EPS $0.06 ($0.03 beat).
• FY25 adj. revenue $3.27B ($35M raise). https://t.co/jTjBlbf8dd
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$SOFI SoFi Q1 FY25:
• Members +34% to 10.9M.
• Revenue +20% Y/Y to $772M.
• Adjusted revenue +33% Y/Y ($32M beat).
• Adjusted EBITDA +46% Y/Y to $210M.
• Non-GAAP EPS $0.06 ($0.03 beat).
• FY25 adj. revenue $3.27B ($35M raise). https://t.co/jTjBlbf8dd
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Offshore
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Investing visuals
Business breakdown of $META ahead of tomorrow’s earnings.
What are your expectations for their Q1 2025 results? https://t.co/hbRclwTThe
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Business breakdown of $META ahead of tomorrow’s earnings.
What are your expectations for their Q1 2025 results? https://t.co/hbRclwTThe
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Offshore
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Quiver Quantitative
BREAKING: Representative Robert Bresnahan just filed over 50 new stock trades.
They were ALL sales.
Up to a million dollars of stock sold.
Full trade list up on Quiver. https://t.co/RpQFPN7w7v
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BREAKING: Representative Robert Bresnahan just filed over 50 new stock trades.
They were ALL sales.
Up to a million dollars of stock sold.
Full trade list up on Quiver. https://t.co/RpQFPN7w7v
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Offshore
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Capital Employed
Best Stock Pitches newsletter hitting inboxes tomorrow.
You don't want to miss this one - so many good ideas >
https://t.co/jEccgMyfbM
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Best Stock Pitches newsletter hitting inboxes tomorrow.
You don't want to miss this one - so many good ideas >
https://t.co/jEccgMyfbM
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Offshore
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Quiver Quantitative
BREAKING: Representative Tim Burchett just said that he hopes members of Congress are arrested for corrupt stock trades.
"Congress is hogs at the trough" https://t.co/1UrrUIu4FZ
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BREAKING: Representative Tim Burchett just said that he hopes members of Congress are arrested for corrupt stock trades.
"Congress is hogs at the trough" https://t.co/1UrrUIu4FZ
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Offshore
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Quiver Quantitative
This is pretty wild.
Marjorie Taylor Greene bought stock in Palantir on April 8th.
On April 17th, a $30M deal between Palantir and ICE was announced.
Greene sits on the House Committee on Homeland Security.
The stock has now risen 48% in the three weeks since her purchase. https://t.co/HDqcwJk5Jf
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This is pretty wild.
Marjorie Taylor Greene bought stock in Palantir on April 8th.
On April 17th, a $30M deal between Palantir and ICE was announced.
Greene sits on the House Committee on Homeland Security.
The stock has now risen 48% in the three weeks since her purchase. https://t.co/HDqcwJk5Jf
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Offshore
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Investing visuals
All eyes on $MSFT earnings tomorrow!
• Est. Revenue: $68.4B
• Est. EPS: $3.22 https://t.co/fkDHKbUXfk
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All eyes on $MSFT earnings tomorrow!
• Est. Revenue: $68.4B
• Est. EPS: $3.22 https://t.co/fkDHKbUXfk
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Offshore
Video
The All-In Podcast
David Sacks Explains How Elon Can Pullback from DOGE and Still Be Effective
On E225, @DavidSacks responded to a question on if @elonmusk was "out of @DOGE":
" I don't think he's out of DOGE. He didn't say he was out of DOGE. It was just a matter of how much time he could allocate to each thing."
"I saw this before when I was part of the Twitter transition."
"For the first three months or so, he was basically full-time at Twitter HQ learning the business down to the database level."
"I mean, every nook and cranny of that business he learned about."
"Once he felt like he had a mental model and he had the people in place that he trusted, he can move to more of a maintenance mode."
"And I think that's the only way he can manage five companies, is that he has these intense bursts where he focuses on something, gets the right people and structure in place, feels like he understands it, and then he can delegate more."
"And I think that he has reached that point with DOGE, but he was also clear that he's gonna keep doing it, because if he doesn't, there's gonna be a huge backsliding where all the corrupt interest will basically put back all this corrupt spending."
"So he's gonna stay involved. But as an SGE, he's limited to 130 days a year anyway."
"And so it makes sense for him to kind of now ration his days a little more closely."
"My sense is that DOGE is gonna continue."
"It's just that Elon is shifting to a mode where he can manage it one day a week or two days a week, as opposed to being there five days a week."
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David Sacks Explains How Elon Can Pullback from DOGE and Still Be Effective
On E225, @DavidSacks responded to a question on if @elonmusk was "out of @DOGE":
" I don't think he's out of DOGE. He didn't say he was out of DOGE. It was just a matter of how much time he could allocate to each thing."
"I saw this before when I was part of the Twitter transition."
"For the first three months or so, he was basically full-time at Twitter HQ learning the business down to the database level."
"I mean, every nook and cranny of that business he learned about."
"Once he felt like he had a mental model and he had the people in place that he trusted, he can move to more of a maintenance mode."
"And I think that's the only way he can manage five companies, is that he has these intense bursts where he focuses on something, gets the right people and structure in place, feels like he understands it, and then he can delegate more."
"And I think that he has reached that point with DOGE, but he was also clear that he's gonna keep doing it, because if he doesn't, there's gonna be a huge backsliding where all the corrupt interest will basically put back all this corrupt spending."
"So he's gonna stay involved. But as an SGE, he's limited to 130 days a year anyway."
"And so it makes sense for him to kind of now ration his days a little more closely."
"My sense is that DOGE is gonna continue."
"It's just that Elon is shifting to a mode where he can manage it one day a week or two days a week, as opposed to being there five days a week."
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