⁠Wall St Engine
TRUMP: WE MUST MAINTAIN OUR STATUS AS THE WORLDWIDE LEADER IN WIFI, 5G, AND 6G; WILL FREE UP SPECTRUM FOR AUCTION https://t.co/1SuGUjmFBv
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⁠Wall St Engine
S&P 500 Closing Bell Heatmap (May 20, 2025)

$SPY -0.34% 🟥
$QQQ -0.33% 🟥
$DJI -0.27% 🟥
$IWM +0.07% 🟩

S&P 500 Opening Bell Heatmap (May 20, 2025)

$SPY -0.29% 🟥
$QQQ -0.45% 🟥
$DJI -0.16% 🟥
$IWM -0.27% 🟥 - Wall St Engine
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⁠Wall St Engine
TAKE-TWO INTERACTIVE $TTWO ANNOUNCES PROPOSED $1B PUBLIC OFFERING OF COMMON STOCK
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⁠Wall St Engine
$PANW | Palo Alto Networks Q3 Earnings Highlights

🔹 Revenue: $2.29B (Est. $2.277B) 🟢; UP +15% YoY
🔹 Pretax Profit: $310.5M (Est. $698.2M) 🔴
🔹 Next-Gen Security ARR: $5.1B; UP +34% YoY
🔹 Remaining Performance Obligation (RPO): $13.5B; UP +19% YoY

Q4'25 Guidance:
🔹 Revenue: $2.49B–$2.51B (Est. $2.5B) 😐; UP +14%–15% YoY
🔹 Adj EPS: $0.87–$0.89 (Est. $0.87) 😐
🔹 Next-Gen Security ARR: $5.52B–$5.57B; UP +31%–32% YoY
🔹 RPO: $15.2B–$15.3B; UP +19%–20% YoY

FY25 Guidance (Updated):
🔹 Revenue: $9.17B–$9.19B (Est. $9.14B–$9.19B) 🟢; UP +14% YoY
🔹 Adj EPS: $3.26–$3.28 (Est. $3.23) 🟢
🔹 Next-Gen Security ARR: $5.52B–$5.57B; UP +31%–32% YoY
🔹 RPO: $15.2B–$15.3B; UP +19%–20% YoY
🔹 Adjusted Operating Margin: 28.2%–28.5%
🔹 Adjusted Free Cash Flow Margin: 37.5%–38.0%

CEO Nikesh Arora's Commentary:
🔸 "In Q3, we continued to make progress on our platformization strategy and achieved an important milestone in crossing $5 billion in Next-Gen Security ARR. Our scale and platform breadth make us a leading consolidator of choice in cybersecurity."

CFO Dipak Golechha's Commentary:
🔸 "We again delivered strong top-line results within our profitable growth framework, as we continue to see our business scale well across the P&L. We look forward to executing against our targets as we close fiscal year 2025."
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⁠Wall St Engine
TRUMP: BILL IN CONGRESS WILL INCLUDE $25 BLN FOR GOLDEN DOME; EVERYTHING IN GOLDEN DOME WILL BE MADE IN USA
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⁠Wall St Engine
ELON MUSK: THERE IS NO NEED FOR TESLA TO BUY $UBER
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⁠Wall St Engine
SENATOR BANKS SAYS L3HARRIS $LHX WILL WORK ON 'GOLDEN DOME'
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⁠Wall St Engine
ELON MUSK: EXPECTS TO BUY 'A LOT' OF NEXT-GENERATION GPUS FROM $NVDA, $AMD; “NVIDIA IS STILL BETTER THAN WHAT WE MAKE”
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⁠Wall St Engine
ELON MUSK:

DOESN'T CURRENTLY HAVE PLANS TO MERGE TESLA, XAI

MERGING TESLA AND XAI NOT OUT OF THE QUESTION, WOULD NEED SHAREHOLDER APPROVAL
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⁠Wall St Engine
ELON MUSK: PLANS TO BE AT THE WHITE HOUSE COUPLE OF DAYS EVERY FEW WEEKS
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⁠Wall St Engine
$GOOGL Waymo has hit 10 million fully driverless rides, per CNBC — doubling its lifetime total in just five months. https://t.co/tMZq5xhs1U
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⁠Wall St Engine
Wolfspeed $WOLF is reportedly preparing to file for bankruptcy within weeks, per WSJ. The company is said to be working toward a prepackaged Chapter 11 plan.
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⁠Wall St Engine
CNN is reporting that Israel is planning an attack on Iranian nuclear facilities - Reuters
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⁠Quiver Quantitative
Representative Mark Pocan asked the SEC chair if there would be investigations into trades made around tariff announcements: https://t.co/IUYX6aBvhM
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⁠The All-In Podcast
Chamath on sending his kids to college: Culture > Credentials

@friedberg:

"As a parent, I think a lot about, so much of education in America in the middle class, upper class is all about what college, how do you get them there?"

"And honestly, lately I'm like, I don't think they should go to college."

@chamath:

" My son is a rising junior and his entire focus is he wants to go to an SEC school because of the culture."

" And two years ago I would've panicked and I would've thought, should I help him get into a school? This school, that school?"

"And now I'm like, that's actually the best thing you could do."

"Be socially well-adjusted. Psychologically, deal with different kinds of failures, you know?"

Friedberg:

"Enjoy a few years of exploration."

Chamath:

"Yeah."
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