Grant 🧞‍♂️

I desire to aspire. Sr. AI Product Manager at NetApp… let’s talk stocks, trading cards, investing, income generation… 1% better every day! 🫡

[Grant 🧞‍♂️ @Grantmannn]

Just getting started! Next stop Forbes 30 under 30 🦾

Passion, persistence, planning, purpose! 🚀

#top50techvisionaries @ MGM Grand Las Vegas https://t.co/dXWQyohc7o

[Grant 🧞‍♂️ @Grantmannn]

@Danny_Crypton 🎯

[Grant 🧞‍♂️ @Grantmannn]

@ContrastStocks Only real ones bought, held, and bought more when you were talking about it when it was $bitf lol!

$keel 🫡

[Grant 🧞‍♂️ @Grantmannn]

@CarsonTalkMoney 99.39 is the SMA 50 … we’ll see if it can bounce from there. Breaking the ema9 was pretty decisive so far today. Putting my money where my mouth is here ready to buy 150 shares at that level.

[Grant 🧞‍♂️ @Grantmannn]

Even 82-0 doesn’t respect Jalen Brunson….21 losses with this team?? Yah right

[Grant 🧞‍♂️ @Grantmannn]

At least at our company it’s not everyone editing and deciding design finalizations. UX teams still own that, Its more the beginning stages that allow non designers to build much better wireframes that articulate the experience they are envisioning for their projects/products through figma make. Or collaborating jn figma jam to brainstorm and plan for big projects. The designer is still making the final calls and decisions with those influences. It is just a much more efficient process. Now the pre work or guessing game on what the person is actually wanting for the ux team is completely simplified, the speed to delivery is dramatically increased. $fig

[Grant 🧞‍♂️ @Grantmannn]

@VenkatP1359 26 year chart breakout… blue skies ahead. 🫡

[mktboxapp @mktboxapp]

$NTAP up 22% today is the quieter tell. Everyone's anchored on Dell's +33% AI-server headline, but storage just printed a beat with above-consensus full-year guidance too. The AI-capex cycle was never only GPUs — it's the data infrastructure underneath. The tape keeps paying up for the loud names and underpricing the plumbing.

[Grant 🧞‍♂️ @Grantmannn]

$NTAP! 💪 🚀

[Wall St Engine @wallstengine]

$NTAP Q4’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $1.95B (Est. $1.87B) 🟢; +12% YoY
🔹 Adj. EPS: $2.43 (Est. $2.27) 🟢; +26% YoY
🔹 All-Flash Array Revenue: $1.2B; +18% YoY
🔹 Public Cloud Revenue: $182M; +11% YoY
🔹 FCF: $900M; +41% YoY

FY Guide:
🔹 Revenue: $7.325B-$7.575B (Est. $7.2B) 🟢
🔹 Adj. EPS: $8.70-$9.00 (Est. $8.53) 🟢
🔹 Non-GAAP Gross Margin: 68.5% to 69.5%
🔹 Non-GAAP Operating Margin: 29.1% to 30.1%

Q1 Guide:
🔹 Revenue: $1.75B-$1.90B (Est. $1.67B) 🟢
🔹 Adj. EPS: $2.05-$2.15 (Est. $1.84) 🟢
🔹 Non-GAAP Gross Margin: 69.1% to 70.1%
🔹 Non-GAAP Operating Margin: 28.4% to 29.4%

Segment Performance:
🔹 Hybrid Cloud Revenue: $1.766B; +13% YoY
🔹 Public Cloud Revenue: $182M; +11% YoY

Other Metrics:
🔹 FY26 Revenue: $6.93B; +5% YoY
🔹 FY26 Billings: $7.21B; +6% YoY
🔹 Q4 Billings: $2.163B; +6% YoY
🔹 Launched: AI Data Engine, co-engineered with NVIDIA
🔹 Expanded Collaboration: Google Cloud
🔹 Partnership: Nutanix
🔹 Strategic Alliance: Commvault

Financials:
🔹 Non-GAAP Gross Profit: $1.374B; +14% YoY
🔹 Non-GAAP Net Income: $483M; +22% YoY
🔹 Operating Cash Flow: $950M; +41% YoY
🔹 Free Cash Flow: $900M; +41% YoY

Capital Return:
🔹 FY26 Capital Return: $1.36B through share repurchases and cash dividends
🔹 Dividend: $0.52/share payable July 29, 2026

Commentary:
🔸 “Fiscal year 2026 was a landmark year for NetApp with record results across revenue, gross profit, operating income, cash flow from operations, and free cash flow.”

🔸 “Our industry-leading hybrid cloud, intelligent data infrastructure platform, trusted by the world’s leading organizations, is powering customers’ AI driven transformations, delivering secure, high-performance access to data wherever it resides.”

🔸 “As enterprises scale their AI ambitions, NetApp’s unified data platform and flexible offerings position us for sustained growth.”

[Grant 🧞‍♂️ @Grantmannn]

@kylekuzma NetApp too @kylekuzma $NTAP

[Grant 🧞‍♂️ @Grantmannn]

@BenBajarin NetApp had an amazing day too 💪 $NTAP

[Grant 🧞‍♂️ @Grantmannn]

@BenBajarin @DiligenceStack Great Article Ben. We’ve lived this and it couldn’t be more accurate. Working at $NTAP has made it much easier to navigate this, but the storage side will become a bottleneck for others who actually want to deliver agentic ai products at scale for the enterprise.

[Grant 🧞‍♂️ @Grantmannn]

Great day to be a $ntap stock holder 💪 🚀

[Grant 🧞‍♂️ @Grantmannn]

@elonmusk Incredible UX decision here 👏

[Grant 🧞‍♂️ @Grantmannn]

@burgermanders Tell me about it…. 🫠

[Grant 🧞‍♂️ @Grantmannn]

🚨 $FIG MAJOR BULLISH REVERSAL IN PLAY! 🔥
+6.28% at $24.36 on ABSOLUTE MONSTER volume. Smashed through the 50-day MA. RSI ripping higher. MACD flipping green.
Near-term target: $28–$32
Consensus: $35–$40
$60+ in play

Figma = undisputed gold standard for collab design (still smoking Adobe in UX trenches) + fresh earnings beat and raise = momentum officially shifting.

Patience and buying dips!

[Grant 🧞‍♂️ @Grantmannn]

@JaredMclaurin @mathlonning Price target? 👀

[Dylan Field @zoink]

Quick update: not dead.

$FIG Q1 results:

→ 46% YoY revenue growth, accelerating for the 2nd straight quarter
→ Net Dollar Retention Rate increased to 139%, our highest rate in over two years
→ Raising 2026 revenue guidance for the year

Design matters more than ever.

[Grant 🧞‍♂️ @Grantmannn]

@JNYC649 @KicksFinder The pocket watch makes it less of an issue than if it was an actual watch for sure