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The Transcript
Organon double miss

Interim CEO: "In 2026 our primary objective is to maintain operational performance that aligns with last year."

$OGN: -10% PM https://t.co/pZA6ItXEEw
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The Transcript
$CRM CEO:

SAAS alive & well at @openai & @AnthropicAI! ๐Ÿ‘€ + per user pricing!

https://t.co/S0WTQjoIVP

https://t.co/k06Xf3CapE
- Marc Benioff
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The Transcript
Sphere Entertainment CEO: "As we begin 2026, we remain focused on expanding Sphereโ€™s global footprint, including advancing our plans to bring Sphere to Abu Dhabi and National Harbor.-..."

$SPHR: +14% PM https://t.co/5gOEJVEqbL
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The Transcript
TripAdvisor CEO: "Fourth quarter consolidated revenue of $411 million, flat with last year, was a result of accelerating revenue growth in experiences, offset by the expected pick up in headwinds in our legacy offerings"

$TRIP: -4% PM https://t.co/gRJpYg5gQr
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: $SPGI CAGR Potential based on 2028 EPS estimates & different multiples:

EPS Estimates

Dec 2026: $19.82 (11% YoY)
Dec 2027: $22.28 (12% YoY)
Dec 2028: $24.90 (12% YoY)

CAGR assuming 2028 EPS Est:

25x โ†’ 17.4%
24x โ†’ 15.8%
23x โ†’ 14.1%
22x โ†’ 12.3%
21x โ†’ 10.6% https://t.co/lB9O0Xj4Nb
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God of Prompt
RT @godofprompt: OpenClaw hit 145K GitHub stars and became the fastest-growing open-source AI project in history.

But 90% of people installing it have no idea how to set it up safely.

That's why I built the OpenClaw Starter Guide. It covers:
โ†’ Full architecture breakdown (Gateway, Agent, Skills, Memory)
โ†’ 30-minute setup walkthrough for any hardware
โ†’ Security hardening so you don't end up on Shodan
โ†’ Memory upgrade prompt that makes your agent actually remember you

If you want a personal AI assistant that actually does things, not another chatbot, this is the guide.

Comment "Claw" and I'll DM it to you.
(Must be following me to receive it)
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The Transcript
Restaurant Brands:

"The increase in Total revenues for the fourth quarter and full year was primarily driven by higher Supply chain sales due to increases in commodity prices, CPG net sales, and equipment sales to franchisees."

$QSR: -1% PM https://t.co/UcVJGC0K4f
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The Transcript
Crocs CEO: "We ended 2025 on a strong note with a better-than-expected Holiday quarter....we repurchased ~10% of our shares outstanding, and paid down $128M of debt.."

$CROX: +14% Pre-Market https://t.co/ne2gWxzJSG
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Stratechery's @benthompson: "I think the ideal outcome for Google is they never put ads in Gemini, but they understand so much about you because of what you do in Gemini that they can then manifest that through ads on YouTube, through ads on Google, through ads on their other properties, and the challenge for OpenAI is they only have one place to put inventory, which is in ChatGPT."
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Michael Fritzell (Asian Century Stocks)
RT @balajis: Singapore is now #2 in inbound millionaires per capita. Only the UAE ranks higher. https://t.co/nFybpz5XsN
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