Clark Square Capital
RT @ClarkSquareCap: Idea thread time!
What's your best idea right now? (Any style, any market cap, any geography).
Be sure to add why you like it + valuation.
I will compile the responses and share.
Appreciate a RT for visibility! 🙏
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RT @ClarkSquareCap: Idea thread time!
What's your best idea right now? (Any style, any market cap, any geography).
Be sure to add why you like it + valuation.
I will compile the responses and share.
Appreciate a RT for visibility! 🙏
tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
AppLovin $APP Q4 2025 Report 🗓️
✅ REV: $1.66B (+66% YoY)
✅ EPS: $3.24 (+87% YoY)
*Q4 2024 revenue differs due to the pro forma impact of the asset sale / divestiture of the gaming business. https://t.co/X0Pu3NuqwY
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AppLovin $APP Q4 2025 Report 🗓️
✅ REV: $1.66B (+66% YoY)
✅ EPS: $3.24 (+87% YoY)
*Q4 2024 revenue differs due to the pro forma impact of the asset sale / divestiture of the gaming business. https://t.co/X0Pu3NuqwY
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Offshore
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Benjamin Hernandez😎
Final bell just rang. $HTLM at $3.39 close. Entry was $2.16 (56.9%). Another winning session done. Checking after hours but might be done for the day. Great close.
Great close ✅ https://t.co/71FIJId47G
Send "FINAL" for final bell strategies
$ORCL $AMD $INTC $NVDA $TSM $TCNNF
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Final bell just rang. $HTLM at $3.39 close. Entry was $2.16 (56.9%). Another winning session done. Checking after hours but might be done for the day. Great close.
Great close ✅ https://t.co/71FIJId47G
Send "FINAL" for final bell strategies
$ORCL $AMD $INTC $NVDA $TSM $TCNNF
The "Smart Furniture" Alpha
Recommendation: $HTLM near $3.59
Audio-integrated sofas? Yes, and it's highly profitable. $HTLM is up +70.35% as their Zeica Labs partnership goes viral.
One-line why: They are creating a lifestyle ecosystem, not just selling chairs. https://t.co/gRUsRMprYx tweet
Offshore
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The Transcript
Fastly CEO: "Our Q4 25 results mark an inflection in Fastly’s growth as we achieved record revenue, gross margin & operating profit."
$FSLY: +25% AH https://t.co/s28iE3g3Nt
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Fastly CEO: "Our Q4 25 results mark an inflection in Fastly’s growth as we achieved record revenue, gross margin & operating profit."
$FSLY: +25% AH https://t.co/s28iE3g3Nt
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Offshore
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The Transcript
Cisco CFO: "In Q2, we delivered double-digit growth on both the top and bottom lines which exceeded the high end of our guidance and puts us on track to deliver our strongest revenue year yet in fiscal 2026,"
$CSCO: -4% AH https://t.co/e3IHHFOtzu
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Cisco CFO: "In Q2, we delivered double-digit growth on both the top and bottom lines which exceeded the high end of our guidance and puts us on track to deliver our strongest revenue year yet in fiscal 2026,"
$CSCO: -4% AH https://t.co/e3IHHFOtzu
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Offshore
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The Transcript
Cisco CEO: "Cisco's strong second quarter and first half of fiscal 2026 demonstrate both the power of our portfolio and the fundamental role we continue to play in connecting and protecting customers in a rapidly evolving landscape."
$CSO: -4% AH https://t.co/TOY3QhuJZN
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Cisco CEO: "Cisco's strong second quarter and first half of fiscal 2026 demonstrate both the power of our portfolio and the fundamental role we continue to play in connecting and protecting customers in a rapidly evolving landscape."
$CSO: -4% AH https://t.co/TOY3QhuJZN
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Offshore
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The Transcript
McDonald's CEO: "By listening to customers and taking action, we have improved traffic & strengthened our value & affordability scores. That focus helped increase global systemwide sales by 8% & delivered strong comp sales growth across all segments this quarter."
$MCD: -1%AH https://t.co/cN6pUP7dii
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McDonald's CEO: "By listening to customers and taking action, we have improved traffic & strengthened our value & affordability scores. That focus helped increase global systemwide sales by 8% & delivered strong comp sales growth across all segments this quarter."
$MCD: -1%AH https://t.co/cN6pUP7dii
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Michael Fritzell (Asian Century Stocks)
RT @UpslopeCapital: Even I bought a software co
(you guys are screwed)
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RT @UpslopeCapital: Even I bought a software co
(you guys are screwed)
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Offshore
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The Transcript
$MCD CEO: "We gained share with low-income consumers in December, and we've seen a meaningful increase in our value and affordability scores."
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$MCD CEO: "We gained share with low-income consumers in December, and we've seen a meaningful increase in our value and affordability scores."
McDonald's CEO: "By listening to customers and taking action, we have improved traffic & strengthened our value & affordability scores. That focus helped increase global systemwide sales by 8% & delivered strong comp sales growth across all segments this quarter."
$MCD: -1%AH https://t.co/cN6pUP7dii tweet
Offshore
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God of Prompt
JSON vs Plain Text Prompts
They affect how data is structured and processed
• Choose JSON for complex data
• Use plain text for ease
• Align method with your goals
🔗 Click below to read more:
https://t.co/RC29eikJKC https://t.co/KEHzHtVZGD
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JSON vs Plain Text Prompts
They affect how data is structured and processed
• Choose JSON for complex data
• Use plain text for ease
• Align method with your goals
🔗 Click below to read more:
https://t.co/RC29eikJKC https://t.co/KEHzHtVZGD
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