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Sam Ro 📈
131.8K posts
Sam Ro 📈
@SamRo
Award-winning writer of @TKerLLC, the newsletter about how the stock market usually goes up. 34k+ subs. Long-term optimist. Short-term cautious optimist.
New York, NY Katılım Ocak 2011
3K Takip Edilen75.4K Takipçiler
Sam Ro 📈 retweetledi
Pinterest CEO: "We delivered a record $4.2B in revenue in 2025, up 16% Y/Y, and reached 619M MAUs, up 12%. Users are at all-time highs and overall engagement continues to grow..."
$PINS: +18% AH
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Sam Ro 📈 retweetledi
Palantir reports Q1 ‘26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY ’26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations.
Q1 U.S. commercial revenue grew 133% y/y and adjusted operating margin was 60%.
We also generated $871 million in Q1 2026 GAAP net income, representing 53% margin and 307% Y/Y growth.
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Sam Ro 📈 retweetledi
Product idea: Add nicotine to this
Baseball’s Greatest Moments@BBGreatMoments
The best 20 second of flavor you'll ever experience
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Sam Ro 📈 retweetledi
ESPN Zone in Times Square had amazing food. Almost as good as the food at the Dave & Buster’s in Times Square
Farzin Vousoughian@Farzin21
Who else remembers ESPN Zone?
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What’s that Buffett quote with the innovator and the imitator…
SouthernValue@SouthernValue95
Looks familiar... $GME $BRK.B
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I left Business Insider 10 years ago, and I still think about how good that CMS was
Saba Hamedy@saba_h
There are two types of journalist Those who file in the CMS and those who google doc in case CMS crashes.
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Sam Ro 📈 retweetledi
There are two types of journalist
Those who file in the CMS and those who google doc in case CMS crashes.
Dennis@DennisF
Just saw The Devil Wears Prada 2 and I cannot accurately describe the horror of watching Anne Hathaway type her stories DIRECTLY INTO THE CMS.
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I was browsing the bread aisle at the grocery store a while back when I saw one brand offering half loaves. I thought ‘This is a good idea.’ I never felt more single and lonely in my whole life
Sovey@SoveyX
Did you know Korea sells “one-a-day” banana packs? Instead of every banana ripening at once, each one is at a different stage. One is ready today. The next one is ready tomorrow. The last one is still spiritually in college, “experimenting.” Simple. Genius. Solves the entire banana problem. What do you think? Would you prefer your bananas this way?
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Sam Ro 📈 retweetledi
Sam Ro 📈 retweetledi
Sam Ro 📈 retweetledi
Anthropic Partners with Blackstone, Hellman & Friedman, and Goldman Sachs to Launch Enterprise AI Services Firm dlvr.it/TSMbDb
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Sam Ro 📈 retweetledi
To state the obvious, I’m talking about equity day traders, equity options traders, and futures traders. Not equity investing.
Comparing apples to apples means traders to traders.
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Sam Ro 📈 retweetledi
Booking Holdings (via RBC): "We have navigated similar moments many times before, including the global shutdown of travel during the Covid period and, more recently, Russia-Ukraine war, which began in 2022, and Israel-Hamas conflict, which began in 2023. Each time, while the near-term environment can be difficult to predict and there are immediate consequences to travel volumes, the fundamental drivers of travel demand the desire to experience the world do not change. People have a deep and enduring desire to explore and connect, and that demand is proven resilient over time, generally growing faster than the broader global economy."
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"Many of the investors we met with in our travels last week (primarily long-only US-focused equity investors) seemed a little cranky. ... despite the crankiness we sensed, it was noteworthy to us that only one investor we spoke with expressed concern about a possible US recession." - RBC's Calvasina
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