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Bourbon Capital
RT @BourbonCap: $MU CEO: High bandwidth memory will be a $100B industry by 2028 https://t.co/NUpDB3oFP2

Micron Technology $MU projected revenue growth for 2026, 2027 and 2028 https://t.co/MFpz79GErO
- Bourbon Insider Research
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Lumida Wealth Management
1/ Daily News Round-Up:

- U.S. manufacturing hits post-Covid low
- SpaceX acquires xAI in $1.25T Musk stack
- Google buys solar firm for $4.75B to power AI
- Bitcoin drops below $76K
- Trump strikes new trade deal with India
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Moon Dev
my clawbot, Cracker has already generated profitable trading strategies

AGI for trading is here https://t.co/IFutvWQbNE
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Wasteland Capital
$PYPL Only one thing comes to mind: There will be blood.

Massive miss on both top and bottom line, huge deceleration, sh*tty and thesis breaking guidance.

Old CEO flushed down the toilet, new CEO (ex HP) appointed.

There. Will. Be. Blood. https://t.co/bBge95pL94
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Moon Dev
From $1 To 1,266% ROI: The Stink Bid Strategy That Broke Polymarket In 4 Minutes
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Dimitry Nakhla | Babylon Capital®
TransDigm $TDG Q1 2026 Report 🗓️

REV: $2.29B (+14% YoY)
EPS: $8.23 (+5% YoY)

⬆️ Upward Revision to FY 2026 Guidance https://t.co/OSFnN6Xu3u
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Javier Blas
IRAN-US TALKS: So far, the focus has been on the American sticks (the armada and the implicit threat of an oil blockade). But are they any carrots?

(Beyond the non-carrot of avoiding war/oil blockade. The potential for any carrots is key for the oil market)
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Bourbon Capital
Software projected Revenue growth for 2026:

AppLovin $APP 36%+
ZETA $ZETA 30%+
Rubrik $RBRK 23%+
CrowdStrike $CRWD 21%+
monday $MNDY 20%+
Fair Isaac $FICO 20%+
Duolingo $DUOL 20%+
Zscaler $ZS 20%+
GitLab $GTLB 19%+
ServiceNow $NOW 19%+
Constellation Software $CSU.TO 17%+
HubSpot $HUBS 16%+
Uber $UBER 16%+
Palo Alto Networks $PANW 16%+
Microsoft $MSFT 15%+
Intuit $INTU 14%+
Veeva $VEEV 12%+
Workday $WDAY 12%+
Adobe $ADBE 11%+
Salesforce $CRM 11%+
Lime Technologies AB 11%+
Fortinet $FTNT 11%+
SAP $SAP 9%+
Automatic Data $ADP 6%+

Software projected EPS (GAAP) growth for 2026:

HubSpot $HUBS 100%+
Workday $WDAY 70%+
monday $MNDY 50%+
AppLovin $APP 50%+
ServiceNow $NOW 30%+
Fair Isaac $FICO 30%+
Oracle $ORCL 20%+
Palo Alto Networks $PANW 20%+
Microsoft $MSFT 16%+
Salesforce $CRM 13%+
Intuit $INTU 12%+
Veeva $VEEV 12%+
SAP $SAP 10%+
Adobe $ADBE 9%+
Fortinet $FTNT 7%+
- Bourbon Insider Research
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Moon Dev
my clawdbot, cracker is currently cooking up 1000 trading strategies

and will send me back the top couple percent

how can hand traders compete with this? https://t.co/XX8Kkycob5
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