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The Transcript
RT @TheTranscript_: $OWL Blue Owl Capital Execs on concerns in private credit:
"...this narrative that everybody in direct lending is sort of like unwittingly participating in this massive growth of an asset class that we're all like just rowing ...not looking at risks.. it's a little bit silly." https://t.co/JZtoj6Vn8P
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RT @TheTranscript_: $OWL Blue Owl Capital Execs on concerns in private credit:
"...this narrative that everybody in direct lending is sort of like unwittingly participating in this massive growth of an asset class that we're all like just rowing ...not looking at risks.. it's a little bit silly." https://t.co/JZtoj6Vn8P
$OWL: Blue Owl Capital execs this week:
"We had a couple of bankruptcies. That doesn't exactly make it endemic."
"It happens in every industry we've ever been in. If anyone tells you they're doing lending, they'll never have a loan problem, you're in the wrong place, right?” tweet
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Benjamin Hernandez😎
INTRADAY TECHNICAL SETUP
Symbol: $FATN
Entry: $1.79 Action: $2.74 (+53.1%)
The market ignored this name until the print. Now everyone wants exposure to SD-WAN growth. This trade is up 53%. Pay yourself, but keep a moon bag. https://t.co/ovByumwDcq
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INTRADAY TECHNICAL SETUP
Symbol: $FATN
Entry: $1.79 Action: $2.74 (+53.1%)
The market ignored this name until the print. Now everyone wants exposure to SD-WAN growth. This trade is up 53%. Pay yourself, but keep a moon bag. https://t.co/ovByumwDcq
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Quartr
Our @PalantirTech Q3 2025 poster, signed by Alex Karp, is now up for auction, with all proceeds going to charity.
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Our @PalantirTech Q3 2025 poster, signed by Alex Karp, is now up for auction, with all proceeds going to charity.
We are auctioning off three 16x20 @Quartr_App posters from their infamous Q3 2025 $PLTR earnings post SIGNED by Palantir cofounder & CEO Dr. Alex Karp.
Auction will be open for three days [ https://t.co/uOM4rLUNYw ]
All funds will be donated to @TMFoundation 🇺🇸 🪖 https://t.co/zK2WMeDyb9 tweet
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The Transcript
$TER CEO showing restraint even with backlog at decade highs & a record Q1 guide:
"We have a fair amount of strength in Q1. We don't have great visibility into H2, so we're a little bit cautious that we don't want people to sort of take that and run with it for the full year. We expect that we're in kind of a two, three-quarter surge that may lead to a shorter period of digestion afterwards."
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$TER CEO showing restraint even with backlog at decade highs & a record Q1 guide:
"We have a fair amount of strength in Q1. We don't have great visibility into H2, so we're a little bit cautious that we don't want people to sort of take that and run with it for the full year. We expect that we're in kind of a two, three-quarter surge that may lead to a shorter period of digestion afterwards."
TER is always insanely conservative on their call (for evidence, every single quarter they've beat their quarterly earnings estimate...for a decade). To be honest, I was wondering how they'd manage to talk this down after those numbers but they did it.
They are simply not the company that's going to tell you directly how hard they're killing it lmao. tweet
The Transcript
RT @TheTranscript_: $WMT CFO: Walmart’s advertising and membership streams now drive a third of operating income.
“The combination of advertising and membership fee income represented approximately 1/3 of our consolidated adjusted operating income... Walmart Connect in the US ex-Vizio grew 33%... Membership income increased 17% across the enterprise.”
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RT @TheTranscript_: $WMT CFO: Walmart’s advertising and membership streams now drive a third of operating income.
“The combination of advertising and membership fee income represented approximately 1/3 of our consolidated adjusted operating income... Walmart Connect in the US ex-Vizio grew 33%... Membership income increased 17% across the enterprise.”
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The Transcript
RT @TheTranscript_: $WMT CEO on how they plan to use Agentic AI:
"And we can see a future that is agentic AI is going to help lift some of the things that customers don't enjoy about shopping off of their shoulders. I get most excited about replenishment." https://t.co/8udQCgdklK
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RT @TheTranscript_: $WMT CEO on how they plan to use Agentic AI:
"And we can see a future that is agentic AI is going to help lift some of the things that customers don't enjoy about shopping off of their shoulders. I get most excited about replenishment." https://t.co/8udQCgdklK
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Ferrari is in its largest drawdown since IPO, down -42% from highs, yet still a +21% CAGR since IPO 🏎️
$RACE NTM P/E approaching <30x — a level $RACE hasn’t spent much time at historically https://t.co/OtCH2JeaaW
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RT @DimitryNakhla: Ferrari is in its largest drawdown since IPO, down -42% from highs, yet still a +21% CAGR since IPO 🏎️
$RACE NTM P/E approaching <30x — a level $RACE hasn’t spent much time at historically https://t.co/OtCH2JeaaW
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