Michael Swanson

[unusual_whales @unusual_whales]

X is releasing X Money to a subset of US Premium+ users

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices crash to $81/barrel, now at their lowest since March 10th.

[Wall St Engine @wallstengine]

"EXTREME FEAR"

[Wall St Engine @wallstengine]

Anthropic is rolling out new Claude Cowork features for enterprise teams in areas like HR, investment banking & design, including easier plugin creation, admin controls for plugin marketplaces & MCPs, more auditability, new connectors, and file handoffs between Excel & PowerPoint

[unusual_whales @unusual_whales]

Woah.

This user has $3.54 million in realized Profit and Loss. He has numerous bets on the Big Game.

He has hundred of thousands on the Pats winning.

Check it here: https://t.co/sbb39Va0DH

[Wall St Engine @wallstengine]

PAYPAL $PYPL Q4'25 EARNINGS HIGHLIGHTS

🔹 Net revenue: $8.68B (Est. $8.80B) 🔴
🔹 Adj. EPS: $1.23 (Est. $1.28) 🔴
🔹 TPV: $475.14B (Est. $471.92B) 🟢 ; +9% YoY
🔹 Transaction margin dollars: $4.03B; +3% YoY
🔹 Active accounts: 439M; +1% YoY
🔸 CEO transition: Jamie Miller interim CEO; Enrique Lores named President and CEO effective Mar 1, 2026

Q1'26 Guide:
🔹 Adj. EPS: mid-single digit decline 🔴

FY26 Guide:
🔹 Adj. EPS: low-single digit decline to slightly positive growth 🔴

Capital Return:
🔹 Share repurchase (4Q): $1.50B
🔹 Share repurchase (TTM): $6.00B
🔹 Dividend: $0.14 per share (payable Mar 25, 2026)

Commentary:
🔸 “While we delivered solid performance across multiple areas of the business, our execution has not been where it needs to be, particularly in branded checkout.”

🔸“The Board’s appointment of Enrique Lores as PayPal’s next President and CEO reflects a clear commitment to strengthening execution, innovation, and results.”

[Wall St Engine @wallstengine]

US CHICAGO PMI ACTUAL 40.4 (FORECAST 42.9, PREVIOUS 40.5)

[Michael Swanson @MichaelSwanson7]

@stoolpresidente You’re the man Dave. BS hit piece article. Hope they go to jail for insider trading driving stock price down.

[Michael Swanson @MichaelSwanson7]

@RyanAFournier @KLoeffler @RyanAFournier @KLoeffler done.

[Michael Swanson @MichaelSwanson7]

@govkristinoem We’re lucky to have you representing the Republican Party. South Dakota is even more lucky to have you as Governor. Thanks for fighting for us fellow Republicans.

[Michael Swanson @MichaelSwanson7]

@ColinCowherd Yes

[Michael Swanson @MichaelSwanson7]

@Mike_Pence Thank you Mr. Vice President @Mike_Pence !!! Keep fighting for America!!! 🇺🇸

[Scott Walker @ScottWalker]

Are those who don’t want a secure border also calling for an end to airport security? If not, why do we control entry to America 🇺🇸 by air ✈️ and water 🚢, but not by land?

[Michael Swanson @MichaelSwanson7]

Miss this guy on @FoxNews, not the same without him. Super intelligent and knows his stuff. @billoreilly #MAGA https://t.co/FlFZh2xOln

[Bill O'Reilly @BillOReilly]

This angered me about my career on Fox News: when I said we have to help African American kids in specific ways, I'd get branded a racist.

[Bill O'Reilly @BillOReilly]

Health insurance business is a mess, every honest person knows it. Yet, craven politicians refuse to take steps to improve the situation.

[Michael Swanson @MichaelSwanson7]

@FoxNews About time we have a President that knows what is going on!! Thank you @realDonaldTrump, keep doing what you're doing

[Michael Swanson @MichaelSwanson7]

Heard that! #MAGA https://t.co/XZoZiBTgtK

[Donald Trump Jr. @DonaldJTrumpJr]

"I was elected to represent the citizens of Pittsburgh, not Paris." @realDonaldTrump

[Michael Swanson @MichaelSwanson7]

@DonaldJTrumpJr @realDonaldTrump Heard that! #MAGA

[Ben Shapiro @benshapiro]

BREAKING: CNN reporting that the Russians have colluded with the Cleveland Cavaliers to corrupt the Eastern Conference Finals.

[Michael Swanson @MichaelSwanson7]

@LizzyBmyButler Haha I gotcha, happy belated birthday by the way! Hope all is well w the fam