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Stanley

@de_shay

Focus on Nasdaq, S&P, and core assets Respect the market, conduct minimalist trading, and achieve long-term success through market cycles, Dedicated to summariz

LosAngeles Katılım Haziran 2011
437 Takip Edilen675 Takipçiler
Andrew Lokenauth | TheFinanceNewsletter.com
BREAKING: Delta Air Lines will no longer offer free snacks or drinks on all flights starting May 19th (under 350 miles). Meanwhile, Delta CEO Ed Bastian received $27.1 million in 2024. Consumers lose, every single time.
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Kalshi
Kalshi@Kalshi·
BREAKING: Michael Burry sold all his $GME stock
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unusual_whales
unusual_whales@unusual_whales·
In a newly proposed business plan, project leaders estimate the Los Angeles-to-San Francisco segment of a high speed railway will cost about $126 billion, with service beginning around 2040, per KLTA
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Polymarket Money
Polymarket Money@PolymarketMoney·
MICHAEL BURRY SELLS ALL HIS $GME STOCK
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Shay Boloor
Shay Boloor@StockSavvyShay·
MICHAEL BURRY SELLS ALL HIS $GME STOCK
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Heisenberg
Heisenberg@Mr_Derivatives·
Burry just announced he sold his entire $GME position... What a really weird last 72 hrs for Gamestop.
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Cheddar Flow
Cheddar Flow@CheddarFlow·
Someone added $2.4M worth of MORE $MU 700 calls before the bell today They have been adding these since a spot price of 500 and the stock keeps squeezing higher
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
$PLTR reporting $0.33 EPS vs $0.28 ✅ Sales of $1.633B vs $1.54B ✅ Reports revenue growth of 85% year-over-year ✅ Raises full-year sales guidance from $7.182B-$7.198B to $7.650B-$7.662B vs $7.267B Est 🦾 Shares volatile, up to $148 after-hours.
Markets & Mayhem@Mayhem4Markets

$PLTR reports Q1 2026 earnings after the close. 🧐 Analysts are looking for $0.28 EPS and $1.54B in sales. Options show a call wall at $150 and a put wall at $130. Positioning implies a +/- 9% move after earnings. Watch it all live right here! 👇 x.com/i/broadcasts/1…

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Stock Market Nerd
Stock Market Nerd@StockMarketNerd·
Bill McDermott teasing new 2030 financial targets coming at the $NOW investor day. 👀
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Prof
Prof@TheProfInvestor·
$PLTR bulls got exactly what they wanted. Revenue: $1.63B vs $1.54B est 🟢 • EPS: $0.33 vs $0.24 est 🟢 • Net income: $876M • U.S. Commercial revenue: $595M, +130% YoY But the real story is the FY26 guidance raise: • FY26 revenue guide: $7.65B–$7.66B vs $7.28B est 🟢 • FY26 adjusted income from operations: $4.44B–$4.45B The numbers translate to: • Around a 6% Q1 revenue beat • Roughly a $385M FY revenue raise above consensus at the midpoint • About a 54% net income margin in the quarter • FY26 revenue growth of roughly 71% YoY This was not just a beat. Palantir is accelerating revenue, expanding profitability, and showing massive strength in U.S. commercial demand.
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Fiscal.ai
Fiscal.ai@fiscal_ai·
"Momentum surged as we grew 85% last quarter — our highest-ever YoY growth rate — by more than doubling our U.S. business, and now we are raising our full-year revenue guidance to 71% growth" $PLTR
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The Transcript
The Transcript@TheTranscript_·
$PLTR CEO: "There seems to be a rotation amongst AI model companies who engage in an intensely competitive race in which we have seen token costs suffer a thousandfold decline over just a few years & where winners & losers swap places every 6 months. Our path has been different"
The Transcript@TheTranscript_

$PLTR CEO: "We generated $1.6B in revenue in the first quarter of this year, a new record in our company’s history, representing a soaring 85% Y/Y. Put differently, we almost doubled the size of our entire business, of all of our revenues generated across the government and commercial sectors, in the span of only twelve months."

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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
The US auto loan crisis is accelerating: The average amount owed by underwater car borrowers rose to ~$7,200 in Q1 2026, the highest on record and the 4th consecutive annual increase. Over the last 4 years, the average amount owed by negative equity car borrowers has risen +71%. Overall, ~30% of car buyers who traded in a vehicle in Q1 had negative equity. This comes as pandemic-era vehicles, bought at peak prices, have lost value faster than borrowers can pay down the loans. This compounds existing pressure on auto buyers amid elevated vehicle prices and interest rates. Auto credit stress is spreading.
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Crypto Fergani
Crypto Fergani@cryptofergani·
#BITCOIN WILL NEVER TRADE BELOW $70,000 AGAIN MARK MY WORDS YOU WILL REGRET NOT FOLLOWING ME
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Shay Boloor
Shay Boloor@StockSavvyShay·
$PLTR just delivered its fastest revenue growth ever growing +85% YoY with higher operating margins than $MSFT & $ADBE. Hard to argue Anthropic or OpenAI is “moving up the stack” to pressure Palantir when AIP momentum is showing up this clearly in the numbers.
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The Transcript
The Transcript@TheTranscript_·
Palantir CEO: "Momentum surged as we grew 85% last quarter—our highest-ever Y/Y growth rate—by more than doubling our U.S. business & now we are raising our full-year revenue guidance to 71% growth, 10 points ahead of our guidance from last quarter." $PLTR: +0.2% AH
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Wall St Engine
Wall St Engine@wallstengine·
TRUMP: LOOK FORWARD TO SEEING CHINA'S 🇨🇳 XI... WILL BE IMPORTANT TRIP.
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