MB

ECap

[MB @mcb0013]

The long #semi and short #software and #hyperscalers trade will come to an end at some stage #saas #markets #stocks #investing

[MB @mcb0013]

ServiceNow $NOW is a coiled spring.

[MB @mcb0013]

Who is the next buyer of $SNDK at $1,561 ?!?!

[MB @mcb0013]

Let the Iranian people feel the liberation after 47 years of suppression. #Iran #Freedom Provide the people of Iran the strength to establish a democracy that works for all citizens.

[MB @mcb0013]

I guess if you announce a partnership with @AnthropicAI your stock / company value increases by 20 to 50% that day.

[MB @mcb0013]

Hoping we get one of his philosophical responses as he is hiking through The Rockies in deep powder! 🤣 @michaeljburry #short

[MB @mcb0013]

#AI requires massive energy / power to actually compute. Can someone help clarify where and how the necessary power will be generated?

[MB @mcb0013]

$CNSWF aka $CSU has to be approaching a buy point #oversold #stocks #markets #investing

[MB @mcb0013]

A wash out under $130 and below will be key to slowly rebuild - $PLTR

[MB @mcb0013]

🤣😂🤣 not aging well.

[Earnings Whispers @eWhispers]

$PLTR Conference Call Summary: Take that, @michaeljburry! We had a truly iconic performance in the history of corporate performances. You just can’t expect a company our size to be growing like this. Last year, we were guiding revenue for 30%, but we more than doubled that. We are now guiding to 60% this year. The numbers speak for themselves, and we are in a category of our own. Our customers aren’t tentatively trying AI. They are committing to it at scale. That’s why our customers are defining the future of their industries, and the others are fighting for their survival. The AI have-nots are hoping for a catch-up function, but our numbers are a breakout function. We had a historic quarter, with overall revenue surging 70% year over year. Our rule of 40 score reached new heights at 127, up 46 points year-over-year, and 13 points sequentially. For the year, our rule of 40 score was 106%, and we expect that to increase to 118% in 2026. Our U.S. government business grew 66% year-over-year and 17% sequentially. Despite budgetary pressures, the government is turning to software that actually works, as speed, precision, and decision advantage are paramount. Commercial revenue grew 82% year-over-year and 23% sequentially. We’re entering 2026 with an extremely strong footing, and we had record TCV bookings at $4.3 billion, which is up 67% year-over-year, and showing an accelerating demand for AI production use cases. Expense adjusted gross margin was 86% for the quarter and 84% or the year. We aren’t in the business of providing the best products; we are in the business of providing something magical. That’s why, while we aren’t seeing inexplicable growth in customers, we are getting inexplicable growth in revenue. Our customers are just putting more of their most important problems in our hands.

https://t.co/w4QRn7ejxb

[MB @mcb0013]

Sell the news #valuation #CEO #SaaS @DivesTech @michaeljburry #long #short @ScottWapnerCNBC

[Jesse Cohen @JesseCohenInv]

$PLTR +7% Post-Earnings.

Nothing quite like a strong beat-and-raise quarter to reset sentiment.

[MB @mcb0013]

@WaitCapital Don’t you mean #KARP

[MB @mcb0013]

I’m hoping @ScottWapnerCNBC will do a segment with @DivesTech and @michaeljburry so they can both present their thesis on $PLTR #investing #wallstreet #stocks

[MB @mcb0013]

I have to believe Alex Karp's arrogance will be what takes this lower $PLTR #wallstreet #stocks #investing @michaeljburry

[MB @mcb0013]

Wow $SLV

[MB @mcb0013]

Who will be brave enough to step in as buyers on $SLV & $PLTR #markets #investing #stocks #bonds #long #short #FOMO #MOMO @michaeljburry

[MB @mcb0013]

When people talked about the Great #GOLD Rush, didn't realize this is what they were talking about $GLD $SLV #FOMO #MOMO

[MB @mcb0013]

@EricBalchunas @zerohedge Every spike is followed by a massive drawdown. $SLV - so I guess it is only matter of time.

[MB @mcb0013]

@RealCandaceO @RealCandaceO Social Media created this #trauma. It has and will continue to destroy every future generation #socialmedia

[MB @mcb0013]

@IBKR @simplekevin_ $IBKR offers an incredible software / platform. Hoping they open more markets (emerging and frontier) in the years ahead. Trading in Vietnam, Bangladesh, Sri Lanka, Nigeria, and other global markets will be important to grow their user base. #IBKR