App Economy Insights
$SNOW Snowflake Q3 FY26 (October quarter):
• Customers +20% Y/Y to 12,621.
• RPO +37% Y/Y to $7.9B.
• DBNR 125% (-2pp Y/Y).
• Revenue +29% Y/Y to $1.213B ($30M beat).
• Non-GAAP EPS $0.35 ($0.04 beat).
• FY26 Product revenue $4.446B ($51M raise). https://t.co/V72PBa5NCx
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Wasteland Capital
$AEO closed today at +128% since the late July entry.

Many quick flipped this at +30-50% on the back of the media attention, instead of trusting the fundamentals.

In cases like this, you have to let the fundamental case play out. Let it cook. Compounding always wins. https://t.co/Y1Qy0xbtpT

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 - Wasteland Capital
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Fiscal.ai
Shares of Snowflake are down 22% over the last 5 years.

Meanwhile, revenue is up 659%.

Valuation matters.

$SNOW https://t.co/WNJ787sO29
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: MercadoLibre is trading near its lowest multiple in the past 2 years (P/E & FCF Yield) 💸

Here’s $MELI projected CAGR through 2028 assuming EPS hits $106.00 (-10% below consensus):

36x P/E: $3816💵 | ~20% CAGR

34x P/E: $3604💵 | ~18% CAGR

32x P/E: $3392💵 | ~16% CAGR

30x P/E: $3180💵 | ~14% CAGR

28x P/E: $2968💵 | ~11% CAGR
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Even assuming EPS comes in 10% below consensus and a 28% multiple contraction (ending at 30x), $MELI still offers compelling return potential
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WealthyReadings
As expected.

You sometimes have to miss one to be protected for the next mistakes.

Still hurts to miss a 20% move.

Congrats to shareholders!

$PATH

I am intentionally walking away from one of the best setups on the market.

$PATH looks just ready to explode post-earnings 🚀

But it doesn't fit my system. This is the hardest part in the markets: turning your back on some massive setups because it doesn't check all boxes.

But systems are here to protect us from ourselves. - WealthyReadings
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App Economy Insights
$CRM Salesforce has renamed all of its segments with the word 'Agentforce' in front.

At this point, they might as well change the company name and ticker. https://t.co/AuehniMAKb
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App Economy Insights
$CRM 'Platform, Slack & Other' is slowly becoming the largest segment at Salesforce. https://t.co/Ct8QQj6ObZ
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