sabi

Database Consultant

[CMG Venture Group @CmgVenture]

$CRWD | CrowdStrike beat earnings and revenue estimates in Q1 and provided ok guidance. The stock is -10.3% after-hours.

🔹 EPS: $1.10 vs. $1.07 est. ✅
🔹 Revenue: $1.39B vs. $1.36B est. ✅

Key takeaways:
🔸 Subscription revenue: +26% YoY
🔸 ARR: $5.51B (+24% YoY)
🔸 FY revenue outlook: $5.92B-$5.96B ($5.87-$5.93B prior)
🔸 FY EPS outlook: $4.88-$4.96 ($4.78-$4.90 prior)
🔸 Q2 revenue outlook: ~$1.44B ($1.43B est.)
🔸 Q2 EPS outlook: $1.16-$1.17 ($1.16 est.)

[ProblemSniper @ProblemSniper]

$SPY 2nd bear gap opened up now. This isn't good!

If we have $NVDA screw it up. Time to go back to the shed bulls and wait for a sunny day again!

[Justin Banks @RealJGBanks]

$NVDA showed what Semis can do

This entire sector will be on fire for years

We are only at the beginning of this new world ran on chips

You can keep trying to call a top on names like $AMD and $ARM

Or you can ride the wave

[Banana3 @Banana3Stocks]

$MRVL $GOOGL

Months ago for my SUBSCRIBERS 🍇 I did an in DEPTH write up and POUNDED the table on several specific names - $MRVL was one of them

$MRVL Was $70 dollars at the time of deep research and analysis I did for my SUBSCRIBERS - names like $COHR and $LITE and $AAOI and $LWLG and some other special names

Most of them have DOUBLED and TRIPLED in price per share in just a few months and now $MRVL has MORE THAN DOUBLED!!!! 👀👀👀🤯🤯🤯

Regardless of the correction in the markets or IRAN a or OIL, the analysis and names given to my SUBSCRIBERS have not cared about any of that nonsense and have been on literal FIRE! 🔥

$MRVL Is up another $10 points on news with $GOOGL to leverage their incredible technologies

Here’s just a small taste below when this was just $70 dollars - $80 dollars ago 🤯🤯🤯

[Visioner @visionergeo]

🇮🇷🇨🇳 BREAKING | Iran has reportedly stated that only Chinese vessels will be allowed to transit the Strait of Hormuz, describing the move as a token of appreciation for Beijing’s support.
Ships from other countries are said to be prohibited from entering the waterway, with Tehran warning that any unauthorized passage could face a military response.

See the latest updates with us: @visionergeo

[Banana3 @Banana3Stocks]

$META

META - 🎯$700 target hit!!! 😘

🎯🍌🍌🍌

Not financial advice!

[OSINTdefender @sentdefender]

Swedish Prime Minister Ulf Kristersson’s response to today’s threats of tariffs by President Donald J. Trump over Greenland:

“We will not let ourselves be blackmailed. Only Denmark and Greenland decide on issues concerning Denmark and Greenland. I will always stand up for my country, and for our allied neighbors. This is an EU issue that affects many more countries than those now being singled out. Sweden is now having intensive discussions with other EU countries, Norway, and the United Kingdom for a coordinated response.”

[Fiscal.ai @fiscal_ai]

UiPath just delivered its first full year of positive GAAP operating income.

TTM Operating Margins:

Oct' 2021: -54%
Oct '2022: -34%
Oct' 2023: -19%
Oct' 2024: -13%
Oct' 2025: 1%

$PATH

[Markets Today @marketsday]

#US Secretary of Homeland Security Kristi Noem said Saturday that the US forces seized another #oil tanker off the coast of #Venezuela earlier in the day.

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

In the meantime...made some slow cooked braised short ribs

[BNG Capital @_BNG_Capital]

🚨 $NBIS - $18.8M off-exchange order coming in deep into after-hours trading 👀

[Bloomberg @business]

Micron Technology’s biggest skeptic has become its biggest advocate, saying the chipmaker is in the early stages of an AI “memory supercycle” that will drive even more gains for the stock https://t.co/Bggwmq9oQW

[Cheese @yosaycheese]

$PANW

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

The D.C. Council approved a $3.7 billion deal Wednesday that would return the Washington Commanders to D.C., giving them the final green light to build their new football stadium alongside a sprawling mixed-use development on the banks of the Anacostia River where the RFK Stadium is being demolished.

[The Long Investor @TheLongInvest]

@AChrisLail NADA

[Sawyer Merritt @SawyerMerritt]

As of June 2025, Starlink is delivering median peak-hour latency of 25.7 milliseconds (ms) across all customers in the United States. In the US, fewer than 1% of measurements exceed 55 ms, significantly better than even some terrestrial operators - SpaceX

[JEFFERY @TriggeredCapital @trentkelp]

Trump: We just signed deal with China on Wednesday.

📷Trump has not clarified what sort of deal with China was signed.

WATCH AND LEARN! TICTOK DEAL ON THE WAY!

THE BIGGEST GRIFTER THATS EVER BEEN!

[Evan @StockMKTNewz]

For anyone curious a little history

AT&T was the first US company to be worth $1 Billion in 1924

General Motors was the first US company to be worth $10 Billion in 1955

General Electric was the first US company to be worth $100 Billion in 1995

Apple was the first US company to be worth $1 Trillion in 2018

[TechCrunch @TechCrunch]

ChatGPT's deep research tool gets a GitHub connector to answer questions about code | TechCrunch https://t.co/WFws13uxWm

[CNBC @CNBC]

'Unsustainable' trade war with China and the truth about coming wave of retail shortages https://t.co/MMH9qqXyfu