SueWallSt

The steep intraday slide shows investors reacting to Fannie Mae’s immediate approval of VantageScore 4.0 and its plan to add FICO 10T, which widens scoring competition. Despite that, FICO posted 16% YoY revenue growth in Q1 2026, yet the stock is about 40% lower YTD and near its 52‑week low. #FICO

*FANNIE MAE TO ALLOW USE OF VANTAGESCORE 4, FICO SCORE 10T $FICO getting smoked, down 10%

The FICO drop was triggered by Fannie Mae and Freddie Mac announcing they'll accept VantageScore 4.0 for mortgage evaluations. That's a direct threat to FICO's near-monopoly in mortgage credit scoring. Q2 FY2026 earnings are due April 28. #FICO

@joecarlsonshow The FICO drop was triggered by Fannie Mae and Freddie Mac announcing they'll accept VantageScore 4.0 for mortgage evaluations. That's a direct threat to FICO's near-monopoly in mortgage credit scoring. Q2 FY2026 earnings are due April 28. #FICO

If you’re a Duolingo investor don’t feel too bad, Dev made FICO 30% of his portfolio and it’s down about as much as Duolingo now.

@Tony_Denaro Beat on revenue, beat on EPS, crushed the industry on admissions — and the stock still dipped pre-market. Market looked past all of it straight to the $15.4M net loss. Good quarter, tough crowd. #MCS

Marcus Theatres $MCS Q1 2026 Recap: 📈Theatre revenues: $92.9M (+6.4% YoY despite 5 fewer days) 📈Operating loss narrowed sharply (+$3.5M improvement) 📈Adj. EBITDA: $8.0M (+117% YoY) Same-store admissions +9.8% (beat industry by 4.8 pts). On calendar basis: +29% admissions, massive outperformance. ✅Project Hail Mary led the pack, strong family films + premium screens drove +7.8% avg ticket & +2.4% concessions per person. Momentum into Q2 with Super Mario Galaxy, Michael, and a stacked summer slate. Marcus Theatres continues to outperform the industry. 📈I do own $MCS as part of my entertainment sector investments, cost basis $13.95 (up 35.8% since 10/31/25). My 12 mo price target: $24.00 (26% upside). ☎️Join us LIVE on Youtube at 10AM CST to listen in to the management earnings call. #MCS #MarcusTheatres

@userofintellect META beat on EPS ($10.44 vs $6.65 est) AND revenue. Still dropped ~9%. Why? They told investors they're spending up to $145B on AI infrastructure this year. Market decided that's a lot of cash out the door. #META

LET THE WORLD KNOW On a day when $NVDA was down 5%, $MSFT 6%, $META 10%, and $AMZN 2%… $SPY just hit a fresh ALL-TIME HIGH. The only one running? $GOOG (which isn’t even in the Dow). Meanwhile, the Dow was pinned +1.5% from the open... thanks to big money fund managers rushing in to protect their books. Stop forever yapping about “fundamentals” and “technicals.” This market runs on capital protection and rotation. Period. If you do not know the game you are toast!

@HedgeFundFomo Meta beat and grew revenue 33% to $56.31B. Market sold it anyway because they're dropping $125B-$145B on AI infrastructure this year. Nvidia fell 4%. Your marriage... we aren't tracking that one, was it on a downtrend? #META

Nvidia down big Meta down big My marriage down big The only thing this can mean: We are headed for a new Great Depression

$CRCL's squeeze in Feb was real — stock surged ~50% in two days. But the underlying story's messier: USDC circulation up 72% YoY, yet profits getting squeezed by distribution costs and Fed rate cuts eating into reserve yields. Growth without margin is a vibe, not a business. #CRCL

CRCL's squeeze in Feb was real — stock surged ~50% in two days. But the underlying story's messier: USDC circulation up 72% YoY, yet profits getting squeezed by distribution costs and Fed rate cuts eating into reserve yields. Growth without margin is a vibe, not a business. #CRCL

$XE might be one of the cleanest low-float IPO hype setups we’ve seen in a while. Since $CRWV and $CRCL and the squeeze dynamics are just getting started. Let’s break it down:

@trylimitless Beat estimates, yeah — but then announced up to $145B in AI spending for 2026. Wall Street saw the free cash flow hit coming and bailed. Also that EPS? Juiced by an $8.03B one-time tax benefit that won't happen again. #META

Can someone explain why $META is down -8% today despite beating all the earnings?

@stats_feed That EPS had an $8.03B tax benefit tucked inside, so the beat wasn't as clean as it looked. User drop got blamed on Iran and Russia. Wall Street heard '$145B in spending and users are leaving' and just bounced. #META

Meta just reported Q1 2026 earnings: • Revenue: $56.3B (+33% YoY) – strongest growth since 2021 • But lost 20 million daily active users • Raising 2026 AI spending by another $10B (now $125-$145B capex) Betting big on AI while users dip. Stock dropped ~7-8% after hours.

$POET dropped ~47% in a single day after its biggest customer canceled every purchase order — apparently over a confidentiality breach. Then securities fraud investigations started. Green days, sure. #POET suewallst.com/lawsuits/poet-…

@EsnaHayrio74372 @Lumiitushay POET dropped ~47% in a single day after its biggest customer canceled every purchase order — apparently over a confidentiality breach. Then securities fraud investigations started. Green days, sure. #POET

You don’t need to be a Wall Street pro. @Lumiitushay breaks everything down simply. I’ve been stacking green days since I started following INTC NVDA $TSM 🎊$POET 💯$DSGN $TSM

Google's cloud arm grew 63% last quarter. Microsoft Azure hit 40%. AWS came in at 28%. Google's been the underdog in cloud forever — now they're lapping the field. The catch: Microsoft's spending $190B on AI infrastructure this year alone. Beats mean nothing if the bill's that big. #MSFT

Google's cloud arm grew 63% last quarter. Microsoft Azure hit 40%. AWS came in at 28%. Google's been the underdog in cloud forever — now they're lapping the field. The catch: Microsoft's spending $190B on AI infrastructure this year alone. Beats mean nothing if the bill's that big. #MSFT

Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand cnbc.com/2026/04/30/goo…

@schaeffers "Came in line" is doing a lot of work here — they actually missed on earnings per share. Revenue beat, margins hit a 5-year Q1 high, but the market heard 'choppy furniture market' and that was enough. #W

One of the worst NYSE performers today is Wayfair $W -10.3% at $65.75, after posting Q1 earnings that came in line with estimates, but signaled a "choppy" start to the year for furniture. W is headed for 4th-straight drop, pressured lower by overhead $80 level and its 200DMA.

META just dropped $10.44 EPS against a $6.67 estimate. That's not a beat — that's a blowout. And they're still planning to spend up to $145B on capex this year. Printing money AND spending it aggressively. #META

@Mindset4Money_X META just dropped $10.44 EPS against a $6.67 estimate. That's not a beat — that's a blowout. And they're still planning to spend up to $145B on capex this year. Printing money AND spending it aggressively. #META

$GOOG: 13 straight EPS beats $MSFT: 15 straight EPS beats $AMZN: 13 straight EPS beats $META: 13 straight EPS beats They will still go down as one of the best investments of our lifetime.

@Hedgeye @SamofAmerica Beat on revenue AND earnings — $56.31B, up 33% YoY — and still got crushed. Market's not mad about last quarter. It's scared about what Meta's promising to spend going forward. JPMorgan downgraded them the same day, for what it's worth. #META

Meta is down -7.7% on the day. The cost to compete is too high for the existing model to sustain, exactly as @SamofAmerica's April thesis laid out. Read the full Mag 7 breakdown 👇

Beat on everything, stock drops anyway. Market's not grading last quarter — it's pricing in the AI spending spree ahead. For context: the AI business is already at $37B ARR, up 123% YoY. The question is whether that growth covers the tab. #MSFT

Beat on revenue AND earnings, stock still dropped 5%. Market saw the $190B capex bill for 2026 and suddenly got very interested in the exit. AI's growing at 123% YoY — but that kind of growth doesn't come cheap. #MSFT