Mr. Train ✪

$15,000 to $1.3 million in 15 months

[Mr. Train ✪ @TrainWreckTrade]

Was down to my last $15k last year, depressed and pretty much flat broke

Turned it into $1.3 million in 15 months

Walking away today..🚶🏻

[Veni Vidi Vici @AdamoMancino]

2/2

$SNAP - Snap Inc. (Upcoming Earnings) A social media company primarily known for its camera-first messaging app, Snapchat. Snap's investment case is undergoing a significant transformation, shifting from a pure social media play to a leader in augmented reality (AR) and visual communication. The company's core competitive advantage lies in its unique, highly engaged user base, particularly among younger demographics, and its technological leadership in AR. In its most recent fiscal Q2 2025 earnings report, Snap reported a net loss of $263 million, but also showed positive free cash flow of $24 million and a 9% year-over-year increase in daily active users (DAUs) to 469 million, demonstrating continued community growth despite market headwinds. The company is actively pursuing several strategic initiatives to drive monetization and long-term growth. This includes an aggressive push into direct-response advertising to attract more businesses, particularly small-to-medium-sized businesses (SMBs), and the expansion of its Snapchat+ subscription service, which has now reached over 16 million subscribers. Furthermore, Snap is heavily focused on its long-term vision for AR, with plans to launch consumer-ready AR glasses ("Specs") in 2026. The company is also leveraging AI to improve ad targeting and enhance user experience, a crucial step to compete with rivals like Meta and TikTok. The company is scheduled to announce its Q3 2025 earnings on November 4, 2025. Analysts are currently expecting a Non-GAAP EPS of $0.06 on Revenue of $1.49 billion.

$STZ - Constellation Brands, Inc. A global beverage alcohol company with a leading position in the high-end beer, wine, and spirits markets. The company's investment case is driven by the strength of its imported beer portfolio, which includes powerhouse brands like Modelo and Corona. Despite a recent slowdown in beer sales, the company's long-term outlook remains strong due to its wide economic moat built on brand equity and exclusive U.S. distribution rights for its Mexican beer brands. The company recently reported its Q3 2025 earnings on October 6, 2025, where Adjusted EPS ($3.63) and Revenue ($2.48B) beat analyst expectations. However, management lowered its full-year organic revenue growth and adjusted EPS guidance, leading to a mixed market reaction. The company's core challenge is maintaining its market leadership in the face of macroeconomic challenges and evolving consumer preferences, with investors focusing on the continued strength of the Beer division's volume. The company's next earnings report is anticipated in January 2026.

$TAP - Molson Coors Beverage Company (Upcoming Earnings) A global brewing giant and a leader in the alcohol industry, Molson Coors boasts a diverse portfolio of iconic beer brands like Coors Light, Miller Lite, and Blue Moon. The company's investment case is rooted in its duopolistic position in the North American market, strong brand recognition, and a shift toward a more premium and "Beyond Beer" portfolio. In its most recent fiscal Q2 2025 earnings report, the company beat both revenue and EPS estimates, with revenue of $3.20 billion and EPS of $2.05, demonstrating resilience in a challenging market. However, the company's revenue was still down 1.6% year-over-year, and recent reports have noted a decline in beer consumption due to economic pressures and tariffs, leading some analysts, like Barclays and Citigroup, to lower their price targets. The stock's price-to-earnings ratio of 9.22 is below the industry median, and it offers a healthy dividend yield of around 4.0%, which is appealing to income investors. New Strategic News: The company recently announced CEO changes for a transition to be completed by the end of 2025. Its key competitive advantages include its massive and established distribution network, strong brand loyalty, and a commitment to innovation in its products and operations. Recent strategic initiatives are focused on a multi-pronged "Acceleration Plan," with pillars aimed at growing core brands, aggressively premiumizing its portfolio, and expanding its presence in the "Beyond Beer" category with products like Simply Spiked and ZOA Energy. The company is scheduled to announce its Q3 2025 earnings on November 4, 2025. Analysts are expecting an EPS of $1.72 on Revenue of $3.02 billion.

$TOST - Toast, Inc. (Upcoming Earnings) A leading cloud-based, all-in-one digital technology platform built for the restaurant industry. Its investment case is centered on its mission-critical position within the highly fragmented and underserved restaurant market. Toast provides a full suite of software and hardware products, from point-of-sale systems to payroll, giving it a powerful competitive moat through high switching costs and a large, integrated ecosystem. In its fiscal Q2 2025 earnings report, Toast surpassed revenue expectations but missed on earnings per share, reflecting a strategic focus on growth over near-term profitability. The company continues to demonstrate strong growth, adding a record number of new locations and expanding its Annual Recurring Revenue (ARR). New Strategic News: Toast has raised its full-year 2025 guidance, now targeting $575 million in adjusted EBITDA, a sign of accelerating progress toward profitability. Recent strategic initiatives include its partnership with American Express, the launch of the Toast Go® 3 handheld POS device, and its continued push into data- and AI-driven solutions, all aimed at increasing its market penetration and strengthening its position as the de facto operating system for restaurants. The company is scheduled to announce its Q3 2025 earnings on November 4, 2025. Analysts are expecting an EPS of $0.24 on Revenue of $1.59 billion.

$UBER - Uber Technologies, Inc. (Upcoming Earnings) A global leader in ride-hailing and a major player in diversified delivery services like Uber Eats and Uber Freight. This broad portfolio drives resilience and growth, setting it apart from pure ride-sharing competitors. Uber continues to expand its offerings, recently partnering with companies like Best Buy to offer electronics delivery. Its strategic focus on autonomous vehicles (AVs), evidenced by partnerships with Waymo and Momenta, aims to integrate self-driving technology and accelerate robotaxi commercialization. New Strategic News: Uber recently announced a strategic partnership and its first investment in drone delivery with Flytrex. This move positions Uber to build a multi-modal, autonomous delivery network, starting with Uber Eats pilots, which is a key step in lowering delivery costs and improving speed at scale. Recent news also indicates a continued effort to diversify its delivery services and an expansion of its contract with the U.S. government for federal employees. The company is scheduled to announce its Q3 2025 earnings on November 4, 2025. Analysts are expecting an EPS of $0.67 on revenue of $13.26 billion.

$WM - Waste Management, Inc. (Q3 2025 Results Reported) A global leader in environmental services, including waste collection, recycling, and disposal. The company's investment case is built on its defensive, recession-resistant business model and its significant competitive moat created by its extensive network of landfills and transfer stations. WM is strategically focused on pivoting toward higher-margin businesses, particularly in its recycling and renewable energy segments, which are benefiting from strong secular tailwinds. New Earnings Information (Q3 2025): The company reported Adjusted EPS of $1.98 (Slight Miss) on Revenue of $6.44 Billion (Slight Miss). New Strategic News: The company reported its highest-ever operating EBITDA margins in its core Collection and Disposal business (38.4%) and a 13.5% surge in Free Cash Flow (FCF). However, due to weak recycled commodity pricing and modestly lower revenue expectations from its healthcare segment, the company lowered its full-year 2025 revenue guidance to the low end of its prior range, while affirming its EBITDA and FCF guidance. This highlights operational strength overcoming commodity headwinds. The company released its Q3 2025 earnings on October 27, 2025.

$XYZ - Block, Inc. A global technology company that builds ecosystems focused on commerce and financial products and services, primarily operating through two segments: Square (serving merchants) and Cash App (serving consumers). Block is Jack Dorsey's fintech vision, weaving together Square's merchant tools, Cash App's banking ease, Afterpay's Buy Now, Pay Later (BNPL) service, TIDAL's artist empowerment, and crypto ventures like Bitkey and Proto. The company's mission is to expand global economic access, creating an interconnected ecosystem where money, commerce, and creativity flow more freely for sellers, consumers, and creators worldwide. Its business model is characterized by an integrated, two-sided ecosystem (Square and Cash App) that creates a synergistic flywheel effect. The core competitive advantage lies in this ecosystem approach, which builds defensibility through multiple revenue streams and deeper client engagement, creating strong network effects and high switching costs. Its continuous investment in AI-driven analytics further distinguishes it from pure-play payment processors. The stock has been volatile but recently showed building momentum. New Strategic News: Block and Grubhub recently partnered to scale restaurant operations and enhance the consumer payment experience. The company continues to invest heavily in its core segments, recently releasing "Square Delivers for Restaurants" and expanding Square's AI capabilities. The company is scheduled to announce its Q3 2025 results on November 6, 2025, with analysts expecting an EPS of $0.25.

$ZG - Zillow Group, Inc. (Q3 2025 Results Reported Oct 30, 2025) A leading online real estate marketplace that connects home sellers, buyers, and renters. Zillow's investment case is centered on its dominant brand recognition and its strategic focus on expanding its ecosystem to capture more of the real estate transaction. Q3 2025 Results: Zillow reported Revenue of $676 Million (Beat), up 16% YoY, and Adjusted EPS of $0.44 (Beat). The results were driven by strong execution of its new business model. Strategic News: The Rentals segment was a highlight, with revenue surging 41% year-over-year. The company leveraged AI to improve its platform and raised its Q4 2025 revenue outlook to a range of $645 million and $655 million, representing 16-18% YoY growth, with continued strong performance anticipated in rentals. The company continues to receive multiple analyst upgrades and price target increases, signaling growing optimism about its future growth potential.

[Mr. Train ✪ @TrainWreckTrade]

@Notbot12321 Where do you see this?

[Mr. Train ✪ @TrainWreckTrade]

@Ailalmutairi22 these chinese stocks have the worst price action - endless sellers
$BABA $BIDU

[Mr. Train ✪ @TrainWreckTrade]

$BIDU is the worst stock I've ever traded, traded it 10 times, lost every time

second worst is $BABA

[Mr. Train ✪ @TrainWreckTrade]

today is my 11th time buying $BIDU

bought at 95.84

looking for snap back to 100 after double bottom at 94.xx

[Mr. Train ✪ @TrainWreckTrade]

$SOFI back to 6’s it seems. So sad. This stock never fails to disappoint me

[Mr. Train ✪ @TrainWreckTrade]

$SOFI

Damn I dodged a bullet, would've been down $50k

Had a bad feeling once it starting drifting down in pre-market

Too many people giddy and bullish and “to the moon” this weekend spooked me so I got lucky to take a small gain 7.79 Friday to 8.05 right before conference call

[Mr. Train ✪ @TrainWreckTrade]

Happy friday! Especially to @DavidMichery and @Mullen_USA
$MULN

[Mr. Train ✪ @TrainWreckTrade]

@Mullen_USA @RaceSonoma $MULN

Typo - they meant to say 160:1 reverse stock split

[Mr. Train ✪ @TrainWreckTrade]

MULN update: 74 cents was a gift!

$MULN the gift that keeps on giving

Thanks LH for chilling in your backyard and getting that Saudi deal done!

[Mr. Train ✪ @TrainWreckTrade]

$MULN Saudi deal done!

[Mr. Train ✪ @TrainWreckTrade]

@fud_daddy_420 @hardge_law87778 Hardge isn't in Saudi signing $10 billion deals, because he's too busy tinkering with the lawn mower in his backyard

$MULN

[Mr. Train ✪ @TrainWreckTrade]

$MULN Saudi deal done!

[Mr. Train ✪ @TrainWreckTrade]

@KendallP97 @Mullen_USA $MULN and Hardge tested on 2 different vehicles, which explains the results! This will hold up in court, when DM and LH are charged with fraud

EV mini van on 1-5-23
EV minivan on 1-20-23

[Mr. Train ✪ @TrainWreckTrade]

@jmllubber @DavidMichery @Mullen_USA who is Dan S?

[Mr. Train ✪ @TrainWreckTrade]

@whailisk4n $MULN tell that to David Michery, he's the one selling every time you buy

He's an insider, the CEO - and he hasn't bought a single share - but keeps dumping the shares he's been "awarded" for his amazing performance

Think about it

[Mr. Train ✪ @TrainWreckTrade]

@whailisk4n @GaryGensler @SECGov @Mullen_USA $MULN you do realize that the "dark pool" is probably David Michery diluting? He's the one selling, stop blaming shorts

[Mr. Train ✪ @TrainWreckTrade]

@TradeGopher $MULN
on second look, can't be Michery since he's flying on his private jet
and can't be Hardge since he's currently in the Saudi desert signing $100 billion deals, to be revealed on Friday, no later than Monday

[Mr. Train ✪ @TrainWreckTrade]

@TradeGopher Is that the $MULN Class 3 truck with EMM unlimited energy module installed?

And can't tell, but is that Michery or Hardge driving?

[Mr. Train ✪ @TrainWreckTrade]

@OneWicht @ECIGCANADAZONE @DavidMichery @hardge_law87778 $MULN will DM and LH share a cell?

[Mr. Train ✪ @TrainWreckTrade]

@soupofthedayhub LOL exactly