Quartr
RT @eliano: We are auctioning off three 16x20 @Quartr_App posters from their infamous Q3 2025 $PLTR earnings post SIGNED by Palantir cofounder & CEO Dr. Alex Karp.

Auction will be open for three days [ https://t.co/uOM4rLUNYw ]

All funds will be donated to @TMFoundation 🇺🇸 🪖 https://t.co/zK2WMeDyb9
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App Economy Insights
RT @EconomyApp: $PLTR Palantir's US commercial revenue just hit $507M in Q4 (+137% Y/Y).

Absolutely insane growth in the past year. https://t.co/w1Y9ipBqwi
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Brady Long
RT @bigaiguy: Only 3 things are guaranteed in this life. Death, taxes and B2B SaaS
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App Economy Insights
$PYPL PayPal Q4 FY25:

• New CEO: Enrique Lores from $HPQ
• TPV +9% Y/Y to $475B
• Active accounts +1% Y/Y to 439M
• Transactions per active -5% Y/Y to 58
• Revenue +4% Y/Y to $8.7B ($90M miss)
• Non-GAAP EPS $1.23 ($0.06 miss)
• FY26 EPS guide $5.31 ($0.42 miss) https://t.co/b3N4fZom0Q
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The Transcript
RT @TheTranscript_: $OWL Blue Owl Capital Execs on concerns in private credit:

"...this narrative that everybody in direct lending is sort of like unwittingly participating in this massive growth of an asset class that we're all like just rowing ...not looking at risks.. it's a little bit silly." https://t.co/JZtoj6Vn8P

$OWL: Blue Owl Capital execs this week:

"We had a couple of bankruptcies. That doesn't exactly make it endemic."

"It happens in every industry we've ever been in. If anyone tells you they're doing lending, they'll never have a loan problem, you're in the wrong place, right?” - The Transcript
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Benjamin Hernandez😎
INTRADAY TECHNICAL SETUP
Symbol: $FATN
Entry: $1.79 Action: $2.74 (+53.1%)

The market ignored this name until the print. Now everyone wants exposure to SD-WAN growth. This trade is up 53%. Pay yourself, but keep a moon bag. https://t.co/ovByumwDcq
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Quartr
Our @PalantirTech Q3 2025 poster, signed by Alex Karp, is now up for auction, with all proceeds going to charity.

We are auctioning off three 16x20 @Quartr_App posters from their infamous Q3 2025 $PLTR earnings post SIGNED by Palantir cofounder & CEO Dr. Alex Karp.

Auction will be open for three days [ https://t.co/uOM4rLUNYw ]

All funds will be donated to @TMFoundation 🇺🇸 🪖 https://t.co/zK2WMeDyb9 - Eliano A Younes
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Bourbon Capital
$AMZN Prime delivery hit record highs in 2025 https://t.co/UnVnR9zRes
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The Transcript
$TER CEO showing restraint even with backlog at decade highs & a record Q1 guide:

"We have a fair amount of strength in Q1. We don't have great visibility into H2, so we're a little bit cautious that we don't want people to sort of take that and run with it for the full year. We expect that we're in kind of a two, three-quarter surge that may lead to a shorter period of digestion afterwards."

TER is always insanely conservative on their call (for evidence, every single quarter they've beat their quarterly earnings estimate...for a decade). To be honest, I was wondering how they'd manage to talk this down after those numbers but they did it.

They are simply not the company that's going to tell you directly how hard they're killing it lmao. - Citrini
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