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Quiver Quantitative
BREAKING: Representative Lauren Boebert will be signing the new discharge petition to force a vote on a congressional stock trading ban. https://t.co/kml04wYMgq
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BREAKING: Representative Lauren Boebert will be signing the new discharge petition to force a vote on a congressional stock trading ban. https://t.co/kml04wYMgq
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App Economy Insights
$CRWD CrowdStrike Q3 FY26:
📊 ARR +23% Y/Y to $4.92B.
📈 Net new ARR $265M.
• Revenue +22% to $1.23B ($10M beat).
• Operating margin -6% (flat Y/Y).
• Non-GAAP EPS $0.96 ($0.02 beat).
• FY24 revenue ~$4.80B ($24M raise). https://t.co/ALlpcxs0Rs
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$CRWD CrowdStrike Q3 FY26:
📊 ARR +23% Y/Y to $4.92B.
📈 Net new ARR $265M.
• Revenue +22% to $1.23B ($10M beat).
• Operating margin -6% (flat Y/Y).
• Non-GAAP EPS $0.96 ($0.02 beat).
• FY24 revenue ~$4.80B ($24M raise). https://t.co/ALlpcxs0Rs
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Fiscal.ai
CrowdStrike just reported Q3 revenue growth of 22%, vs. estimates of 20%.
Does any SaaS company have a better revenue chart over the last 5 years?
$CRWD https://t.co/xRm9p9baAd
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CrowdStrike just reported Q3 revenue growth of 22%, vs. estimates of 20%.
Does any SaaS company have a better revenue chart over the last 5 years?
$CRWD https://t.co/xRm9p9baAd
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Wasteland Capital
$AEO FUUK YEAH! Massive beat as expected (Aerie SSS accelerated to +11%), but the Q4 guide of +8-9% total SSS and operating income at $155-160m (vs $130m cons) looks absolutely insane.
Simply flabbergasted. I’m just undefeated in retail & brand investing.
Sydney, call me 🤙 https://t.co/NxHhtFbrwh
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$AEO FUUK YEAH! Massive beat as expected (Aerie SSS accelerated to +11%), but the Q4 guide of +8-9% total SSS and operating income at $155-160m (vs $130m cons) looks absolutely insane.
Simply flabbergasted. I’m just undefeated in retail & brand investing.
Sydney, call me 🤙 https://t.co/NxHhtFbrwh
Sydney Sweeney doing the fall campaign at $AEO.
Consensus EPS next year is $1.23 (Feb-27), which implies 8.5x P/E at the $10.50 price. Stock’s beaten down due to poor (-3%) Q1 SSS & tariff-induced margin pressure.
I think they can do $1.60 in EPS, which would be $24 @ 15x P/E. https://t.co/SiNGjPetF8 tweet
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EndGame Macro
RT @onechancefreedm: (1/2) Empire’s Workshop, Crude Interventions, and the New Struggle for Venezuela: U.S., China, Russia, and the Fight to Lock Down the Hemisphere
Greg Grandin’s Empire’s Workshop argued that Latin America was the testing ground where Washington refined the tools of modern empire with sanctions, covert wars, regime destabilization, and the ability to fold raw power into the language of democracy. Garry Leech’s Crude Interventions showed how U.S. foreign policy cannot be separated from oil, with military campaigns and financial pressure used to guarantee access to hydrocarbons and maintain the global dollar order. When read together, these books describe with eerie precision the storm now unfolding around Venezuela.
The U.S. is not treating Venezuela as a peripheral crisis but as a hinge point for the Western Hemisphere. Washington knows that in a Fourth Turning moment, when institutional and monetary systems globally are under stress, it cannot afford to let rivals exploit instability in its own backyard. This is why the narrative of a drug war has given way to a broader strategic frame: cartels as shadow sovereigns, controlling not only narcotics but also ports, trucking fleets, pipelines, minerals, and even migration flows. By designating them as terrorist entities, sanctioning their banks, and targeting their logistics networks, the U.S. is asserting that migration, minerals, and energy corridors fall under national security, not law enforcement.
Here Grandin’s thesis is alive: Latin America once again becomes the workshop where imperial methods are refined. But Leech’s oil centric warning is also central: this is not ultimately about law enforcement, it is about restructuring energy and financial flows to ensure they remain under U.S. command. Guyana’s new oil reserves, Venezuelan offshore rigs, and cartel linked extortion of refineries are treated as strategic arteries of the global economy. Washington’s military patrols in the Caribbean, sanctions on narco linked banks, and crackdowns on illicit shipping are less about Maduro than about guaranteeing that adversaries cannot disrupt or capture these arteries.
China and Russia complicate this picture. Beijing has become Venezuela’s primary creditor and economic lifeline, providing billions in loans, supplying oil and goods to circumvent U.S. sanctions, and securing new deals to develop oil fields that could generate over $1 billion in investment by 2026. Beyond Venezuela, China is now the leading trading partner for much of South America, backing infrastructure projects from Brazilian ports to Chilean energy grids. Its strategy is patient, embedding influence through debt, trade, and long term supply chains.
Russia, by contrast, plays a narrower but sharper role. Its influence rests on military and security cooperation. In 2025, Moscow and Caracas signed a new strategic partnership, followed by the opening of a Kalashnikov ammunition factory in Venezuela. Russia also positions itself as lender of last resort, offering oil swaps and financial lifelines despite sanctions. On the information front, it aligns with Maduro’s worldview, using state media to amplify narratives of resistance against U.S. imperialism. Its objective is less about economic penetration than about ensuring the U.S. faces constant friction in its own hemisphere. Continued on page 2…..
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RT @onechancefreedm: (1/2) Empire’s Workshop, Crude Interventions, and the New Struggle for Venezuela: U.S., China, Russia, and the Fight to Lock Down the Hemisphere
Greg Grandin’s Empire’s Workshop argued that Latin America was the testing ground where Washington refined the tools of modern empire with sanctions, covert wars, regime destabilization, and the ability to fold raw power into the language of democracy. Garry Leech’s Crude Interventions showed how U.S. foreign policy cannot be separated from oil, with military campaigns and financial pressure used to guarantee access to hydrocarbons and maintain the global dollar order. When read together, these books describe with eerie precision the storm now unfolding around Venezuela.
The U.S. is not treating Venezuela as a peripheral crisis but as a hinge point for the Western Hemisphere. Washington knows that in a Fourth Turning moment, when institutional and monetary systems globally are under stress, it cannot afford to let rivals exploit instability in its own backyard. This is why the narrative of a drug war has given way to a broader strategic frame: cartels as shadow sovereigns, controlling not only narcotics but also ports, trucking fleets, pipelines, minerals, and even migration flows. By designating them as terrorist entities, sanctioning their banks, and targeting their logistics networks, the U.S. is asserting that migration, minerals, and energy corridors fall under national security, not law enforcement.
Here Grandin’s thesis is alive: Latin America once again becomes the workshop where imperial methods are refined. But Leech’s oil centric warning is also central: this is not ultimately about law enforcement, it is about restructuring energy and financial flows to ensure they remain under U.S. command. Guyana’s new oil reserves, Venezuelan offshore rigs, and cartel linked extortion of refineries are treated as strategic arteries of the global economy. Washington’s military patrols in the Caribbean, sanctions on narco linked banks, and crackdowns on illicit shipping are less about Maduro than about guaranteeing that adversaries cannot disrupt or capture these arteries.
China and Russia complicate this picture. Beijing has become Venezuela’s primary creditor and economic lifeline, providing billions in loans, supplying oil and goods to circumvent U.S. sanctions, and securing new deals to develop oil fields that could generate over $1 billion in investment by 2026. Beyond Venezuela, China is now the leading trading partner for much of South America, backing infrastructure projects from Brazilian ports to Chilean energy grids. Its strategy is patient, embedding influence through debt, trade, and long term supply chains.
Russia, by contrast, plays a narrower but sharper role. Its influence rests on military and security cooperation. In 2025, Moscow and Caracas signed a new strategic partnership, followed by the opening of a Kalashnikov ammunition factory in Venezuela. Russia also positions itself as lender of last resort, offering oil swaps and financial lifelines despite sanctions. On the information front, it aligns with Maduro’s worldview, using state media to amplify narratives of resistance against U.S. imperialism. Its objective is less about economic penetration than about ensuring the U.S. faces constant friction in its own hemisphere. Continued on page 2…..
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App Economy Insights
$MDB MongoDB just surged +22%.
Everyone is focused on chips.
But there is a lot of alpha moving up the stack.
The market is finally separating the AI enablers from the AI victims.
Here is the breakdown. 👇
https://t.co/aAb7VakJHR
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$MDB MongoDB just surged +22%.
Everyone is focused on chips.
But there is a lot of alpha moving up the stack.
The market is finally separating the AI enablers from the AI victims.
Here is the breakdown. 👇
https://t.co/aAb7VakJHR
tweet