Anna Lee

[Sara Eisen @SaraEisen]

Iran’s currency plunges to a record low. 1.8 million rial =1 U.S. dollar

[Kalshi @Kalshi]

JUST IN: SpaceX aims at $7.5 trillion valuation, a million-person Mars colony and space data centers

[Wall St Engine @wallstengine]

SPOTIFY $SPOT Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: €4.53B (Est. €4.52B) 🟢; +8% YoY
🔹 EPS: €3.45 (Est. €2.95) 🟢
🔹 MAUs: 761M (Est. 759.23M) 🟢; +12% YoY
🔹 Q1 Net Adds: 10M (Est. 3M) 🟢
🔹 Gross Margin: 33.0% (Est. 32.8%) 🟢

Q2 Guide:
🔹 MAUs: 778M (Est. 773.9M) 🟢
🔹 Revenue: €4.8B (Est. €4.77B) 🟢
🔹 Premium Subscribers: 299M
🔹 Subscriber Net Adds: ~6M (Est. 7M) 🔴
🔹 Gross Margin: 33.1% (Est. 33.1%) 🟡
🔹 Operating Income: €630M (Est. €674.3M) 🔴

Segment Performance:
🔹 Premium Revenue: €4.148B; +10% YoY
🔹 Ad-Supported Revenue: €385M; -5% YoY
🔹 Premium Gross Margin: 34.8%; +129 bps YoY
🔹 Ad-Supported Gross Margin: 13.0%; -102 bps YoY

Other Metrics:
🔹 Premium Subscribers: 293M; +9% YoY
🔹 Ad-Supported MAUs: 483M; +14% YoY
🔹 Premium ARPU: €4.76

Financials:
🔹 Operating Income: €715M; +40% YoY
🔹 Gross Profit: €1.495B; +13% YoY
🔹 Operating Margin: 15.8%
🔹 OpEx: €780M; -5% YoY
🔹 Net Income: €721M
🔹 FCF: €824M; +54% YoY
🔹 Cash & Cash Equivalents, Restricted Cash & Short Term Investments: €8.8B

Capital Return:
🔹 Buybacks: €306M ($361M) of shares repurchased
🔹 Debt: €1.3B ($1.5B) of exchangeable notes retired

Commentary:
🔸 “We are pleased with our performance in Q1, as all of our KPIs met or exceeded guidance.”
🔸 “Overall, we view the business as well positioned to deliver improved growth and margins in 2026 as we reinvest to support our long-term potential.”

[Evan @StockMKTNewz]

SPOTIFY $SPOT JUST REPORTED EARNINGS

EPS of $4.04 beating expectations of $3.72🟢
Revenue of $5.3B in line with expectations

Spotify had 761 Million monthly active users in Q1 beating expectations of 757M🟢

[Exec Sum @exec_sum]

Google co-founder Sergey Brin is coming out as Republican, per NYT

The reporting follows Brin's ambitious efforts to kill the California wealth tax, elect a Republican to California governor, and move his residency out of California.

He finally expressed his sentiment in a comment to NYT:

"I fled socialism with my family in 1979 and know the devastating, oppressive society it created in the Soviet Union. I don't want California to end up in the same place."

[Treasury Secretary Scott Bessent @SecScottBessent]

While the surviving IRGC Leaders are trapped like drowning rats in a sewage pipe, Iran’s creaking oil industry is starting to shut in production thanks to the U.S. BLOCKADE.

Pumping will soon collapse.

GASOLINE SHORTAGES IN IRAN NEXT!

[Mike Cee 🇺🇸👊🏻💀🤘🏻🇺🇸 @MCEE666]

@libsoftiktok 👇🏻😒

[Libs of TikTok @libsoftiktok]

The official Sarasota County Democratic Party posted this after the Trump ass*ssination attempt

This is not fringe. This is the mainstream Democrat Party view

Absolutely abhorrent

How are we supposed to share a country with these people?

[Open Source Intel @Osint613]

Fox News reporter: The shooters manifesto said he wanted to target administration officials.

Investigators also found extensive anti-Trump and anti-Christian rhetoric across his social media accounts.

According to reports, Allen’s brother alerted New London Police Department after receiving the alleged manifesto before the incident.

U.S. Secret Service and Montgomery County Police Department later interviewed Allen’s sister, Avriana Allen, at the family home in Rockville. Key points from the interview:

• She said her brother often made radical statements and spoke about doing “something” to fix today’s world.

• She confirmed he bought 2 handguns and a shotgun from Cap Tactical
Firearms and stored them at their parents’ home without their knowledge.

• He regularly trained with those firearms at shooting ranges.

• He was reportedly linked to a group called “The Wide Awakes.”

• He also attended a “No Kings” protest in California.

[The Rabbit Hole @TheRabbitHole]

Luigi Leftism is a serious problem

[Ryan Detrick, CMT @RyanDetrick]

Two myths that aren't true

1.) The US stock market is top heavy
2.) The US Dollar is losing reserve status

Neither are remotely true, yet we hear them all the time

[Elon Musk @elonmusk]

The fact that I wasn’t funded by the SPLC proves I’m not a Nazi

[Elon Musk @elonmusk]

Cybercab

[Elon Musk @elonmusk]

Yup

[FBI Director Kash Patel @FBIDirectorKash]

The money doesn’t lie.

The evidence shows the charity who supposedly fought the Klan - FUNDED the Klan.

The charity who supposedly fought Neo-nazis - FUNDED Neo-nazis.

The SPLC engaged in a massive fraud operation to deceive their donors, funded the very hate groups they claim to oppose, and then hid their operations from the public through shell companies and fake entities.

This @FBI and @DAGToddBlanche won’t let them get away with it any longer.

[Brian Sullivan @SullyCNBC]

Because no one knows. Iran is mostly an "information black hole" (per one source to me a few days ago) right now.

Ayatollah (or whomever is purporting to speak for him, his condition isn't known) faction knows if they pop up, it won't end well.

The Iranian people just want freedom ... but brutal IRGC controls the weapons.

[Nick Sortor @nicksortor]

🚨 JUST IN: President Trump announces eight women protestors who were scheduled to be executed TONIGHT in Iran will NO LONGER be kiIIed

Four will be released immediately, and four will be sentenced to one month in prison.

“I very much appreciate that Iran, and its leaders, respected my request, as President of the United States, and terminated the planned execution. Thank you for your attention to this matter!”

[The White House @WhiteHouse]

"To the Iranian leaders, who will soon be in negotiations with my representatives: I would greatly appreciate the release of these women. I am sure that they will respect the fact that you did so. Please do them no harm! Would be a great start to our negotiations!!!" - President Donald J. Trump 🇺🇸

[Nick Sortor @nicksortor]

🚨 HOLY CRAP! The Iranian-flagged ship Touska, which the US military seized yesterday, was in-bound from China “loaded with dual-use chemicals used to manufacture ballistic missiles,” per WP

US Marines are now searching 5,000 containers on board.

No wonder they tried to run the blockade.

[Geiger Capital @Geiger_Capital]

You’re bearish? Trump is going on CNBC tomorrow pre-market and you’re bearish?