Tenty
2.8K posts

Tenty
@TentyTheToitle
We dig through hundreds of twitter posts to bring you the most relevant information about whats happening in the markets. DISCLAIMER: Not Financial advice
Присоединился Ocak 2024
89 Подписки210 Подписчики

🚨NETFLIX Q1 2026 EARNINGS🚨
$NFLX DOWN NEARLY 10% AFTER HOURS
$NFLX beat expectations:
- Revenue: $12.25B (+16% YoY) vs ~$12.17B expected
- Operating Income: $3.96B (+18% YoY)
- Op Margin: 32.3%
- EPS: $1.23 vs ~$0.76–$0.77 consensus
Q2 forecast:
- Revenue +13.5%
- Op Margin ~32.6%
Full-year 2026 guidance:
- Revenue $50.7–$51.7B
-Op Margin 31.5%
Highlights:
- Engagement metric at all-time high
- Ad revenue on track for ~$3B in 2026 (2x YoY)
- Price hikes landing well + live events, gaming, AI tools
#NFLX #Earnings
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🚨PRESIDENT TRUMP COMMENTS ON IRAN🚨
- "Making a lot of progress"
- Doesn't think the ceasefire needs to be extended
- "Iran is willing to do things today they previously weren't"
- The US blockade of the Strait of Hormuz
- Next meeting may take place over the weekend
- If no deal is made, fighting will resume
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🚨Live Nation Loses Antitrust Trial – Jury Finds Monopoly 🚨
- A federal jury in New York just ruled that Live Nation and Ticketmaster operated as a monopoly, violating federal and state antitrust laws.
- The verdict (after ~4 days of deliberations in a 7-week trial brought by 34 states) found the company stifled competition — e.g., by threatening venues and using dominance to control concerts & ticketing.
- Jury also determined Ticketmaster overcharged consumers by an average of $1.72 per ticket.
- Next step: Judge Arun Subramanian will decide remedies in a separate phase — this could include major divestitures, behavioral changes, or even a breakup of Live Nation/Ticketmaster.
🚨Impact on $LYV stock: 🚨
- Short-term pressure likely from the liability finding and uncertainty over harsh remedies (breakup risk was a big overhang).
- Earlier DOJ partial settlement (March 2026: up to $280M payment, some amphitheater divestitures, fee caps) had already provided some clarity and helped shares rally YTD.
- Long-term: Strong live events demand continues, but today's loss adds fresh regulatory risk and could weigh on sentiment until remedies are finalized. Analysts had targets well above recent trading levels (~$160–167 range) assuming lighter outcomes.
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🚨 MAJOR FORD $F RECALL🚨
$F = Iconic American automaker
- Produces Ford & Lincoln vehicles: trucks (F-150 leader), SUVs, cars, plus growing EV/hybrid lineup (Mustang Mach-E, F-150 Lightning)
- Strong in commercial vehicles & services
Today's move: Sharp drop
- Closed down 5% ($13.39 from prior ~$14.09), with intraday lows around $13.23
Key trigger for the drop:
- Massive U.S. recall announced — affects ~4.4 million vehicles over integrated trailer module software issue (trailer lights/braking failures in some cases)
- Adds to quality/reputational concerns, potential warranty costs, and investor caution after recent gains near 52-week highs
Bottom line: Core truck/SUV demand remains solid, recent dividend payout, and longer-term EV/hybrid push ongoing — but this big recall hit sentiment short-term.
Watch for any follow-up on costs/resolution.

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🚨 $AVAV STOCK PLUMMETS 35%🚨
$AVAV = Defense tech leader in uncrewed systems
- Switchblade loitering munitions (kamikaze drones) — strong demand
- Small drones (Raven, Puma, Wasp), ground vehicles, sensors
- BlueHalo acquisition added space comms & more
Today's wild ride: Opened up ~20% on geopolitical buzz (US/Israel strikes on Iran), then tanked hard Closed down 17-19% ($208 from prior ~$252)
Key triggers for the drop:
- US Space Force reopening/recompeting ~$1.4B SCAR program (from BlueHalo acquisition) — big backlog/revenue uncertainty
- Raymond James triple-downgrade (Strong Buy → Underperform), citing revenue risks, slowing backlog, moderating orders
Bottom line: Core Business (esp. Switchblade Army orders) still solid, but this major contract hit sparked the sell-off. Potential dip opportunity if it resolves! #DefenseTech #MiddleEastConflict

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🚨CRYPTO PERFORMANCE AT MARKET CLOSE🚨
🥇 $ETH Ethereum +4.85%
🥈 $SOL Solana +4.62%
🥉 $BTC Bitcoin +4.62%
#FuturesTrading #CryptoTrading #CryptoMarket #Cryptocurrencies

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🚨🚀PAYPAL SURGES AMID ACQUISITION TALKS🚨
Trigger: Feb 24, 2026 — Bloomberg reports Stripe (private, valued at $159B) expressed preliminary interest in acquiring all or parts of PayPal (PYPL). Builds on Feb 23 reports of unsolicited takeover interest (including from a "large rival") after PYPL's ~46% drop over the past year (market cap ~$38-40B).
Stock Reaction:
- $PYPL surged ~6-9% on Feb 23 takeover buzz (up to 9.7% intraday, briefly halted for volatility).
- Further jumped ~6-8% on Feb 24 Stripe-specific news → trading around $44-46 range (from recent lows ~$40s).
- High volume (e.g., 40M+ shares) reflects speculative buying on premium hopes.
Why It Matters for PYPL:
- Stock was undervalued (~8x forward earnings, cheap after weak guidance/CEO transition) → takeover rumors provide instant takeout premium catalyst.
- If a deal advances (early stage only; no formal bids yet), could value PYPL significantly higher.
- Boosts sentiment amid pressure to restructure/divest assets (e.g., Venmo/Braintree).
Risks:
- Very preliminary — may fizzle (antitrust concerns huge for two payments giants; Stripe prefers organic growth).
- Volatility spike likely if no progress.
Bottom line: Classic rumor-driven pop lifting PYPL from multi-year lows, but speculative—watch for updates or denials. #Fintech #PYPL #Stripe


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@unusual_whales It’s triggering a pretty big pump on $PYPL but we need to consider the antitrust implications when two major companies merge
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🚨TONIGHT'S BIG EARNINGS 2/24 🚨
🥇 $MELI MercadoLibre, Inc
🥈 $EOG EOG Resources, Inc
🥉 $O Realty Income Corp
Honorable Mentions
$WDAY Workday, Inc
$FSLR First Solar, Inc
$SUI Sun Communities
$GDDY GoDaddy Inc
$TEM Tempus AI
$CAVA CAVA Group
$LCID Lucid Group
The revenue estimate for MercadoLibre is $8.56 Billion with an EPS of $11.332
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🚨CYBERSECURITY STOCKS PLUMMETING🚨
What happened: On Feb 20, 2026, Anthropic launched Claude Code Security. It's an AI tool that scans entire codebases for vulnerabilities, spots issues traditional scanners miss, and suggests fixes—but requires human review/approval before changes.
Market reaction: Triggered sharp sell-off starting Feb 20-21, worsening Feb 23-24.
Fears: AI could automate vuln detection/remediation → disrupt demand for cyber tools.
CrowdStrike $CRWD: Down ~8-11% multiple days (cumulative ~18-20% in spots).
Zscaler $ZS: ~5-11%.
Cloudflare $NET: ~8-10%.
Okta, SailPoint, others: 8-9%.
JFrog (code/supply-chain focused): ~25%.
Global X Cybersecurity ETF $BUG: ~5-9%, lowest since late 2023.
Sector-wide: Billions (estimates $15-50B+) wiped out temporarily.
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