App Economy Insights
$PLTR Palantir Q3 FY25:

• Net dollar retention 134% (+16pp Y/Y).
• Revenue +63% Y/Y to $1.18B ($90M beat).
• Non-GAAP EPS $0.21 ($0.04 beat).

FY25 guidance:
• Revenue +53% Y/Y to $4.4B ($252M raise).
• Adjusted margin 49% (3pp raise). https://t.co/7g0Q3rFHZi
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App Economy Insights
$PLTR Palantir's US commercial revenue just hit $397M in Q3 (+121% Y/Y).

Growth has been insane in the past year. https://t.co/Tg1oEXuEdK
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Quiver Quantitative
BREAKING: Michael Burry just filed a portfolio update.

He entered massive options positions betting against Nvidia and Palantir.

He bought call options betting on Halliburton and Pfizer.

Full portfolio up on Quiver. https://t.co/gImnU9dYYL
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Dimitry Nakhla | Babylon Capital®
Michael Burry 13F as of Q3 2025

Shorts: $PLTR $NVDA
Longs: $PFE $HAL $MOH $LULU

Source: WhaleWisdom https://t.co/QIrU23qMeJ
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Quiver Quantitative
JUST IN: Several Polymarket traders just placed massive bets on Andrew Cuomo over Zohran Mamdani.

Are they delusional or do they know something? https://t.co/vDHAcrutlq
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AkhenOsiris
$AMZN

Interesting fee increase here for Amazon SP-API...seems sizable (helps retail margin).

$1400 per year plus usage charges.

https://t.co/NTqWfYQtBJ
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Clark Square Capital
How much of the weakness in staples/restaurants is a weak consumer vs. excessive price-taking over the past couple of years?
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Clark Square Capital
If you are interested in Japanese stocks, be sure to follow @teddy_okuyama. He's one of the best accounts to cover Japan.
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App Economy Insights
Amazon just flipped the AI script.

Let’s break it down:

💰 Still capacity-constrained.
☁️ AWS reaccelerates to 20% Y/Y.
📢 $AMZN Ads now a $17B engine.

Now what to make of the OpenAI deal?👇
https://t.co/Z1MO4eeoJV
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App Economy Insights
$SPOT Spotify Q3 FY25:

• MAU +11% to 713M.
• Premium Subs +12% to 281M.
• Revenue +7% Y/Y to €4.3B (€40M beat).
• Operating margin (14%) (+2pp Y/Y).

Q4 FY25 Guidance:
• MAU +10% Y/Y to 745M.
• Revenue +6% Y/Y to €4.5B (6pp fx headwind). https://t.co/6XYxYSMKI0
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Quiver Quantitative
JUST IN: A Polymarket trader just bet $32K that Mikie Sherrill will lose the New Jersey governor election today.

They also bet $34K against Zohran Mamdani.

They could win up to $610K, but the odds are low. https://t.co/ElOJXBV0u0
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App Economy Insights
$UBER Uber Q3 FY25:

• Gross bookings +21% Y/Y to $49.7B.
• Revenue +20% Y/Y to $13.5B ($240M beat).
• Adj. EBITDA +33% Y/Y to $2.3B.

Q4 FY25 guidance:
• Gross bookings +19% Y/Y to ~$53B.
• Adj. EBITDA +31% to +36% Y/Y. https://t.co/DW9Q8IW2bW
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