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Quiver Quantitative
Marjorie Taylor Greene bought Dollar General stock before the tariffs were announced.
$DG has now risen 54% since her purchase. https://t.co/QlFNHm6hCA
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Marjorie Taylor Greene bought Dollar General stock before the tariffs were announced.
$DG has now risen 54% since her purchase. https://t.co/QlFNHm6hCA
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Wall St Engine
DONALD TRUMP JR - DENIES ANY INVOLVEMENT WITH TRUMP WALLET IN A POST ON X
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DONALD TRUMP JR - DENIES ANY INVOLVEMENT WITH TRUMP WALLET IN A POST ON X
The Trump Organization has zero involvement with this wallet product. @EricTrump and I know nothing about it. Stay tuned—World Liberty Financial @worldlibertyfi, which we have been working tirelessly on, will be launching our official wallet soon. tweet
twitter.com
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Wall St Engine
CITI DROPS FIREARMS POLICY
Citigroup $C is scrapping its 2018 policy that restricted services to retail clients selling firearms, citing new regulatory and political developments. The bank says it will now update its conduct and access policies to reflect that it does not discriminate based on political affiliation. The move follows pressure from GOP-led states and broader debates around “fair access” to banking.
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CITI DROPS FIREARMS POLICY
Citigroup $C is scrapping its 2018 policy that restricted services to retail clients selling firearms, citing new regulatory and political developments. The bank says it will now update its conduct and access policies to reflect that it does not discriminate based on political affiliation. The move follows pressure from GOP-led states and broader debates around “fair access” to banking.
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Wall St Engine
DEUTSCHE BANK RAISES S&P 500 TARGET TO 6,550 FOR 2025
With Trump easing up on tariff plans, Deutsche Bank now sees a smaller earnings hit and lifts its year-end S&P 500 target from 6,150 to 6,550. EPS forecast gets a bump too—from $240 to $267. Tariff-related earnings drag is now seen in the mid-single digits, down from mid-teens.
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DEUTSCHE BANK RAISES S&P 500 TARGET TO 6,550 FOR 2025
With Trump easing up on tariff plans, Deutsche Bank now sees a smaller earnings hit and lifts its year-end S&P 500 target from 6,150 to 6,550. EPS forecast gets a bump too—from $240 to $267. Tariff-related earnings drag is now seen in the mid-single digits, down from mid-teens.
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Offshore
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Wall St Engine
Elon Musk says SpaceX is set to pull in around $15.5 billion this year, with $1.1 billion coming from NASA. That means most of the revenue now comes from commercial space and Starlink — more than NASA’s entire budget. https://t.co/CLeghh5kdz
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Elon Musk says SpaceX is set to pull in around $15.5 billion this year, with $1.1 billion coming from NASA. That means most of the revenue now comes from commercial space and Starlink — more than NASA’s entire budget. https://t.co/CLeghh5kdz
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Wall St Engine
👀
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👀
In November next year, we fire all politicians who betrayed the American people tweet
twitter.com
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Offshore
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Wall St Engine
S&P 500 Closing Bell Heatmap (Jun 03, 2025)
$SPY +0.56% 🟩
$QQQ +0.78% 🟩
$DJI +0.51% 🟩
$IWM +1.58% 🟩
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S&P 500 Closing Bell Heatmap (Jun 03, 2025)
$SPY +0.56% 🟩
$QQQ +0.78% 🟩
$DJI +0.51% 🟩
$IWM +1.58% 🟩
S&P 500 Opening Bell Heatmap (Jun 03, 2025)
$SPY +0.08% 🟩
$QQQ +0.29% 🟩
$DJI -0.07% 🟥
$IWM +0.38% 🟩 tweet
Wall St Engine
FEDERAL RESERVE LIFTS $WFC ASSET CAP RESTRICTION
The Fed just removed the asset growth restriction it placed on Wells Fargo back in 2018. After reviewing the bank’s governance and risk management improvements, plus third-party assessments, regulators say the conditions for lifting the cap have been met. Other parts of the 2018 enforcement order still remain.
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FEDERAL RESERVE LIFTS $WFC ASSET CAP RESTRICTION
The Fed just removed the asset growth restriction it placed on Wells Fargo back in 2018. After reviewing the bank’s governance and risk management improvements, plus third-party assessments, regulators say the conditions for lifting the cap have been met. Other parts of the 2018 enforcement order still remain.
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The All-In Podcast
🚨🌴 LIVE from miami: mayor francis suarez!
@FrancisSuarez joins the besties to discuss:
-- the recipe for creating america's happiest city 😊
-- bringing down homelessness and homicides 📉
-- addressing overregulation at the local level 🏢
-- post-mayor career: what's next? 🇺🇸
(0:00) the besties welcome mayor francis suarez!
(0:23) how miami significantly decreased homelessness and homicides
(5:17) formula for turning miami into america's happiest and healthiest city
(10:32) addressing overregulation at the local level
(17:05) ambitions for his post-mayor career
(21:39) partner shoutouts: thanks to okx, circle, polymarket, solana, bvnk, and google cloud!
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🚨🌴 LIVE from miami: mayor francis suarez!
@FrancisSuarez joins the besties to discuss:
-- the recipe for creating america's happiest city 😊
-- bringing down homelessness and homicides 📉
-- addressing overregulation at the local level 🏢
-- post-mayor career: what's next? 🇺🇸
(0:00) the besties welcome mayor francis suarez!
(0:23) how miami significantly decreased homelessness and homicides
(5:17) formula for turning miami into america's happiest and healthiest city
(10:32) addressing overregulation at the local level
(17:05) ambitions for his post-mayor career
(21:39) partner shoutouts: thanks to okx, circle, polymarket, solana, bvnk, and google cloud!
tweet
twitter.com
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Wall St Engine
$CRWD | CrowdStrike Q1 Earnings Highlights
🔹 Revenue: $1.10B (Est. $1.10B) 🟡; UP +20% YoY
🔹 Adj EPS: $0.73 (Est. $0.66) 🟢
🔸 Share repurchase program authorized up to $1B
FY26 Guidance
🔹 Revenue: $4.74B–$4.81B (Est. $4.79B) 🟡
🔹 Adj EPS: $3.44–$3.56 (Est. $3.45) 😐
🔹 Adj Operating Income: $970.8M–$1.01B
🔹 Adj Net Income: $878.7M–$909.7M
🔹 Non-GAAP Tax Rate: 22.5%
🔹 Weighted Avg Diluted Shares: 256M
Q2 Guidance
🔹 Revenue: $1.1447B–$1.1516B
🔹 Adj EPS: $0.82–$0.84
🔹 Adj Operating Income: $226.9M–$233.1M
🔹 Adj Net Income: $209.1M–$213.8M
🔹 Weighted Avg Diluted Shares: 255M
Other Key Q1 Metrics:
🔹 Subscription Revenue: $1.05B; UP +20% YoY
🔹 Net New ARR: $193.8M
🔹 Ending ARR: $4.44B; UP +22% YoY
🔹 Cash Flow from Operations: $384.1M (Record High)
🔹 Free Cash Flow: $279.4M; DOWN from $322.5M YoY
🔹 Cash & Cash Equivalents: $4.61B
Q1 Non-GAAP Profitability Metrics:
🔹 Operating Income: $201.1M; DOWN from $213.3M YoY
🔹 Net Income: $184.7M; DOWN from $196.8M YoY
🔹 Subscription Gross Margin: 80% (vs. 81% YoY)
Strategic & Operational Highlights
🔸 Share repurchase program authorized up to $1B
🔸 Falcon Flex total deal value exceeded $3.2B; up 6x YoY
🔸 Sustained 97% gross retention, strong net retention
🔸 Achieved FedRAMP High Authorization
🔸 Delivered Falcon Privileged Access module and Charlotte AI Agentic Workflows
🔸 Launched new Exposure Management tools and AI risk solutions
🔸 Expanded strategic partnership with Microsoft and Google Cloud
🔸 Named Google Cloud 2025 Security Partner of the Year
🔸 Recognized in multiple 2025 industry radar reports as a Leader in XDR, ITDR, and Runtime Security
CEO George Kurtz Commentary
🔸 “Strong Q1 led by record large-deal momentum and adoption of Falcon as the platform of choice for the AI era. Our innovation and scale push us toward $10B in ARR.”
CFO Burt Podbere Commentary
🔸 “We exceeded expectations on ARR and earnings. Falcon Flex expansion and pipeline strength reinforce our confidence in accelerating ARR and margin expansion in H2 FY26.”
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$CRWD | CrowdStrike Q1 Earnings Highlights
🔹 Revenue: $1.10B (Est. $1.10B) 🟡; UP +20% YoY
🔹 Adj EPS: $0.73 (Est. $0.66) 🟢
🔸 Share repurchase program authorized up to $1B
FY26 Guidance
🔹 Revenue: $4.74B–$4.81B (Est. $4.79B) 🟡
🔹 Adj EPS: $3.44–$3.56 (Est. $3.45) 😐
🔹 Adj Operating Income: $970.8M–$1.01B
🔹 Adj Net Income: $878.7M–$909.7M
🔹 Non-GAAP Tax Rate: 22.5%
🔹 Weighted Avg Diluted Shares: 256M
Q2 Guidance
🔹 Revenue: $1.1447B–$1.1516B
🔹 Adj EPS: $0.82–$0.84
🔹 Adj Operating Income: $226.9M–$233.1M
🔹 Adj Net Income: $209.1M–$213.8M
🔹 Weighted Avg Diluted Shares: 255M
Other Key Q1 Metrics:
🔹 Subscription Revenue: $1.05B; UP +20% YoY
🔹 Net New ARR: $193.8M
🔹 Ending ARR: $4.44B; UP +22% YoY
🔹 Cash Flow from Operations: $384.1M (Record High)
🔹 Free Cash Flow: $279.4M; DOWN from $322.5M YoY
🔹 Cash & Cash Equivalents: $4.61B
Q1 Non-GAAP Profitability Metrics:
🔹 Operating Income: $201.1M; DOWN from $213.3M YoY
🔹 Net Income: $184.7M; DOWN from $196.8M YoY
🔹 Subscription Gross Margin: 80% (vs. 81% YoY)
Strategic & Operational Highlights
🔸 Share repurchase program authorized up to $1B
🔸 Falcon Flex total deal value exceeded $3.2B; up 6x YoY
🔸 Sustained 97% gross retention, strong net retention
🔸 Achieved FedRAMP High Authorization
🔸 Delivered Falcon Privileged Access module and Charlotte AI Agentic Workflows
🔸 Launched new Exposure Management tools and AI risk solutions
🔸 Expanded strategic partnership with Microsoft and Google Cloud
🔸 Named Google Cloud 2025 Security Partner of the Year
🔸 Recognized in multiple 2025 industry radar reports as a Leader in XDR, ITDR, and Runtime Security
CEO George Kurtz Commentary
🔸 “Strong Q1 led by record large-deal momentum and adoption of Falcon as the platform of choice for the AI era. Our innovation and scale push us toward $10B in ARR.”
CFO Burt Podbere Commentary
🔸 “We exceeded expectations on ARR and earnings. Falcon Flex expansion and pipeline strength reinforce our confidence in accelerating ARR and margin expansion in H2 FY26.”
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