Huan
2.5K posts
Visa beat. 25 straight.
EPS: $3.15 vs Street $3.09, beat by 1.9%
Revenue: $11.23B vs Street $10.74B, beat by 4.6%
Alphatica EPS estimate: $3.15
Actual EPS: $3.15
To the penny.
We said this was our most bullish signal profile of the season. Three green circles. 24 straight beats heading in. Every signal confirmed.
Earnings Quality: 4/6 BULLISH ✅
Disclosure Signal: BULLISH ✅
Prediction Model: BEAT HIGH CONF ✅
Risk Signal: HEDGING DEMAND; stock up 3.5% after hours. One of the biggest post-earnings moves Visa has made in years against an average PMIE of 1.53%.
Revenue is the story. $11.23B crushed both us ($10.80B) and the street ($10.74B). We were conservative on revenue; the payment volume acceleration was stronger than expected.
Stock -11.7% YTD heading into the print. The market was underpricing Visa. It isn't anymore.
Week 2 opens with a clean sweep. The Mag 7 gauntlet starts tomorrow.
Not Investment Advice.
$V $MA $SPX $SPY
Alphatica@alphaticaio
Visa reports today after the close. 24 straight beats. The longest streak in our database. 91.7% lifetime beat rate. Stock -11.7% YTD. Street EPS: $3.09 Street Revenue: $10.74B Alphatica Estimates: EPS: $3.15 Revenue: $10.80B OUR CALL: BEAT ✅ This is the most bullish signal profile we've published this earnings season. Three green circles. 24 consecutive beats with an average surprise of +$0.06. Visa doesn't miss. OUR FOUR SIGNALS: Earnings Quality: 4/6 BULLISH: One of the cleanest businesses in the market. Revenue compounding every year ($29.3B to $40.0B). Net income $20.1B. OCF $23.1B running 1.15x net income. SBC at 2.25% of revenue. Op margin consistently above 60%. Textbook earnings quality. VA building from a low base is the one thing keeping this from 5 or 6. Disclosure Signal: BULLISH: Visa rewrites 55% of its risk factor language every year. That sounds alarming, but it's structural. Payment regulation evolves annually and legal updates for compliance. The tell: 10-K uncertainty is among the lowest in our universe at 0.003 despite the rewrites. Tone locked at -0.016 for four straight years. Quarterly filings confirm stability. Management sentiment is unshaken. Prediction Model: BEAT (High Confidence): 24 straight beats. 100% rate over the last 4 quarters. Model point estimate at $3.01 is conservative. We override to $3.15 based on the beat pattern. Earnings Risk Signal: HEDGING DEMAND: Expected move ±2.8% ($8.76). ATM IV at 48% vs 8% realized vol. Options are pricing earnings vol but Visa barely moves on prints, average PMIE is only 1.53% over 3 years with a range of 0.1% to 4.0%. IV spread at -1.34 shows puts at slight premium. The market is hedging, not speculating. Q2 GUIDANCE FROM THE CALL: Management guided Q2 adjusted EPS growth at the "high end of low double digits." Full year adjusted net revenue growth still low double digits. OpEx stepping up to mid-teens (Olympics/FIFA marketing). Pricing contribution stepping down from Q1. Incentive growth stepping up. Volatility assumed to remain at current low levels. Last quarter was strong: $10.9B revenue (+15% YoY), payments volume grew 8% to nearly $4 trillion, processed transactions up 9% to 69 billion. Cross-border volume strong. Value-added services grew 28% CC and represented ~50% of overall revenue growth. SEASONALITY: Fiscal Q2 is Visa's worst seasonal quarter (#4 ranked). Average 5-day post-earnings drift is -1.43%. Even a beat typically doesn't produce a big move, this stock has moved more than 3% on only 2 of the last 11 earnings prints. The numbers should beat. 24 straight says they will. But this is a stock that absorbs good news quietly, the market knows Visa beats, so the beat is priced. Watch cross-border volume trends and value-added services growth for the forward signal. $V $MA $SPX $SPY Not Investment Advice.
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OpenClaw's first output dropped from 1s to 43ms. Plugin bootstrap went from 265ms to 8ms. Provider capability resolution from 49ms to 1.5ms. Config validation from 62ms to 5ms.
For most of OpenClaw's history, the plugin system was carrying core, instead of the other way around. Core knew about every bundled provider, their model catalogs, alias rules, suppressions, etc. Plugin metadata was being re-derived across config validation, gateway boot, provider discovery, channel resolution, capability lookups, and half a dozen other paths. Plugins that never woke up still paid full startup tax. None of it was a bug. It was just the shape the system had grown into.
We've been rebuilding it over the last few days, and 2026.4.24 through 4.26 is where a lot of that work started landing.
In the new plugin system, plugin manifests are a real contract. A manifest declares the providers it owns, how they authenticate, the harnesses they run on, the model catalog it ships, and what activates the plugin in the first place. The same model shape flows through manifests, provider Index previews, the local cache, the docs, onboarding, and models list. Moonshot, DeepSeek, Cerebras, Mistral, etc all declare their own catalogs through their manifests now. Core doesn't need to learn a new provider to ship one.
Underneath that, plugin metadata is built once. Install records used to live half in config and half in a separate index; that's one store now, with atomic migration and an identity hash that makes stale state provably stale. A single plugin metadata snapshot is computed at startup, and config validation, auto-enable, the lookup table, and provider discovery all derive from it.
A bunch of surfaces that used to hit live runtime, like models list, status, onboarding, channel discovery, don't anymore. They read from the manifest and the snapshot, and that's it.
Plugins also stopped auto-starting just because they're enabled. A plugin says what wakes it up (startup, a provider, a channel, a command, a config path, an agent harness) and they wake only when something actually needs them.
There's still more to do. A few of the bundled providers haven't been migrated yet. The legacy startup fallback is still in place behind a deprecation notice while third-party plugins catch up. Provider Index, the local cache, and the manifest are converging on the same shape.
OpenClaw's plugin system is at a state where anyone would be comfortable building serious external work on.
More of this coming.
OpenClaw🦞@openclaw
OpenClaw 2026.4.26 🦞 🎙️ Google Live Talk 🦙 Better Ollama/local models 🧳 Bring over Claude + Hermes setups 🔐 One-command Matrix E2EE Big release. Local models eat well. github.com/openclaw/openc…
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@alphaticaio I signed up earlier this week but haven't gotten an email. Just tried to sign up again.
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Signal #001: Day 19 of 20
This is what a robust stock selection signal looks like.
Both sides green. Approaching the finish line.
Today: Longs +0.90% | Shorts +0.52% | L/S +1.42% Cumulative: Longs +19.70% | Shorts -0.31% | L/S +19.39%
$STX +61.6%, $MOH +33.8%, $AMAT +29.1%, $PANW +15.7%, $BAX +14.8%. 7 of 8 longs positive on total return. 6 of 8 shorts green today — $RSG +2.04%, $MCD +1.01%.
Published March 30. Tracked publicly every single day, the good and the bad. Final scorecard drops Monday.
Longs: $CRM $STX $PANW $GDDY $BRO $AMAT $MOH $BAX Shorts: $CMS $RSG $EVRG $ESS $CPT $MCD $DTE $VTR
$SPY $SPX $QQQ
***Not Investment Advice
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We've teamed up with @Hali to give away a signed custom GeForce RTX 5080 Founders Edition! 🔵🟡
Want it? Tell us what multiplayer PC game you and the squad have put the most hours in to enter to WIN!
NVIDIA GeForce@NVIDIAGeForce
Now entering the GeForce Garage ring...it's @Hali! 🟡🔵 To celebrate Wrestlemania weekend, 2x NBA All-Star and Olympic gold medalist Tyrese Haliburton builds his first PC and gets a surprise worthy of a big gold belt. Watch the full build: nvda.ws/4ctWPuy
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PRAGMATA has launched with #RTXON, featuring path tracing and DLSS 4!
To celebrate, we are giving away this custom wrapped GeForce RTX 5090 featuring Hugh and Diana, perfect for the adventure that awaits on the moon.
Want it? Comment "PRAGMATA RTX" to enter!
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Qwen 3.6 is here, and open-source! Run it locally with improved agentic coding capabilities.
Try it with Claude Code:
ollama launch claude --model qwen3.6
Try it with OpenClaw:
ollama launch openclaw --model qwen3.6
Run it:
ollama run qwen3.6
Qwen@Alibaba_Qwen
⚡ Meet Qwen3.6-35B-A3B：Now Open-Source！🚀🚀 A sparse MoE model, 35B total params, 3B active. Apache 2.0 license. 🔥 Agentic coding on par with models 10x its active size 📷 Strong multimodal perception and reasoning ability 🧠 Multimodal thinking + non-thinking modes Efficient. Powerful. Versatile. Try it now👇 Blog：qwen.ai/blog?id=qwen3.… Qwen Studio：chat.qwen.ai HuggingFace：huggingface.co/Qwen/Qwen3.6-3… ModelScope：modelscope.cn/models/Qwen/Qw… API（‘Qwen3.6-Flash’ on Model Studio）：Coming soon～ Stay tuned
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OpenClaw 2026.4.14 🦞
More reliability updates:
✨ Smarter GPT-5.4 routing and recovery
🌐 Chrome/CDP improvements
🧵 Subagents no longer get stuck
💬 Slack/Telegram/Discord fixes
⚡️ Various performance improvements
Was sleeping, and we still shipped. github.com/openclaw/openc…
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Huan retweetledi
Love to the best fans in the NBA 💜
🔁 RT for your chance to win this Jalen Green signed jersey
📰 bit.ly/4msONqz | #SunsUp
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Huan retweetledi
Showing our appreciation!
🔂 RT for your chance to win this Dillon Brooks signed jersey 😈
📰 bit.ly/4c07JJR | #SunsUp
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Huan retweetledi
For the fans 💜📚
🔁 RT for your chance to win this Devin Booker signed jersey
📰 bit.ly/3PWMike | #SunsUp
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@openclaw @MistralAI after update: (use openai plan)
No tool call found for function call output with call_id call_function_6l00tlgsh3ou_1
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OpenClaw 2026.2.22 🦞
🥐 @MistralAI (chat + mem + voice)
🌍 Multilingual memory (ES/PT/JP/KO/AR)
🔄 Built-in auto-updater (off by default)
🔧 Cron: parallel runs
🛡️ 40+ security hardening fixes
And a browser extension that actually stays connected. github.com/openclaw/openc…
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Huan retweetledi
Many are asking for the GPU giveaway to be for an RTX PRO 6000 Blackwell
How about this, if this tweet gets:
> 5k likes
> 1k retweets
> 200+ replies
I will make sure the giveaway announced on Monday will be for the RTX PRO 6000 Blackwell with 96GB of VRAM
It’s up to you guys
Ahmad@TheAhmadOsman
Big GPU Giveaway coming this Monday Which GPU do you think it will be?
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Who wants my OpenClaw settings for the Fully Autonomous Trader?
Smash the Like + Retweet + Comment 'Heatseeker' and I'll drop the .MD file.
Glitch@Glitch_Trades
100K a day keeps the doctor away? Got my OpenClaw set up and oh boy, is it a sight to see. $SPX
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Huan retweetledi
🥳Official Solo Satoshi Giveaway! 🥳
💠NerdQaxe++ Rev 6.1 Bitcoin Solo miner.
💠Shipped FREE anywhere!
Want a chance to win?
✅Like! ✅Share!✅Follow us!✅
Winner announced in 3 days!
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@RedPandaMining @PlebSource Looking into getting one from PlebSource! I just need one chance!
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Huan retweetledi
🐼⛏️ NerdQaxe++ GIVEAWAY ⛏️🐼
I’m giving away a NerdQaxe++ from @PlebSource 🟧⚡
This is a Bitcoin SOLO miner — no pools, no payouts every day… just you vs the network and a shot at a full 3.125 + fees BTC block reward 👀
Perfect for:
✔️ Learning Bitcoin mining
✔️ Home & low-power setups
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How to enter:
🔁 Repost and like this post
👤 Follow @RedPandaMining & @PlebSource
💬 Comment your thoughts on Bitcoin solo mining currently
⏰ Winner announced in 7 days
Interesting in purchasing this or similiar Bitcoin miners? check out Plebsource geni.us/rpmPlebSource they ship out of Texas, USA. They have the best customer support if you have any issues! use code RPM for an additional 5% off if interested.
Good luck, plebs 🟧🐼 #Bitcoin #SoloMining #BitcoinMining $BTC
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Huan retweetledi
🚨 GIVEAWAY TIME 🚨
I’m giving away a NerdNos Desktop Miner — with custom laser engraving on the unit (your design / text / idea) — to anyone in the world, and I’ll cover shipping. 🌍📦
I will even work with you on the artwork!
To enter:
1 : Like this post
2: Follow us
3: Share / RT this post.
🏆 Winner drawn: Saturday 31st January 2026
Good luck 👀⚡️ #Bitcoin #Mining #NerdNos #Giveaways
thesolomining.co/shop/product/t…
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