Wolfe

Ex-tech turned investor & trader, 19 yrs. Quant driven, Wall Street grade, Main Street simple. Get every trade I take live + research below:

[Wolfe @everytimeicash]

@SpinnerCapital @FadedAlpha_ CD’s??? Wait til you guys find Spotify. Thank me later

[Wolfe @everytimeicash]

@Hali @jga41agher They saying Larry can’t guard

[Wolfe @everytimeicash]

@unscannyx

[Wolfe @everytimeicash]

@Fynamix Why I sold before the print

[Wolfe @everytimeicash]

$CRWD Beat and dumped

Prelim Q1 $1.10 vs $1.07 Consensus
Revs $1.39 bln vs $1.36 bln Consensus

Sees Q2 $1.16-1.17 vs $1.16 Consensus
Sees revs $1.436-$1.442 bln vs $1.43 bln Consensus

CrowdStrike sees FY27 $4.88-4.96 vs $4.87 Consensus

Sees revs $5.915-$5.959 mln vs $5.90 bln

[Wolfe @everytimeicash]

This was the original $CRWD alert at the beginning of May.

$15K worth evenly spread across these strikes would be over $1,000,000 today.

That gives you the idea of how insane the move has been.

I'm all out minus a couple runner roll ups for fun🛎️

[Wolfe @everytimeicash]

$BMNR

[Wolfe @everytimeicash]

$BMNR might be worth a gamble first time long time lol @WolfRyan @StockMKTNewz

[Wolfe @everytimeicash]

@BUTTERSIAM1 FCKFKCFCK

[Wolfe @everytimeicash]

@HawksLocks23 Yall would love a hacking mixtape

[Wolfe @everytimeicash]

@WolfRyan

[Wolfe @everytimeicash]

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[Wolfe @everytimeicash]

$PANW Beat on every line last night. Raised the guide above on every line.

Stock down anyway.

The AI cyber thesis is real, here's the earnings thread.

$CRWD $HACK

[Wolfe @everytimeicash]

$PANW Q3 FY26 in one tile below.

Every metric from the print and the full Q4 guide.

The whole report at a glance.

$CRWD $HACK