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$HIMS INTERNATIONAL GROWTH IS 321% 😭🔥👀
$FICO CEO just lost the plot on Q4 earnings call!
“Ashish, I guess I can't blame you for asking the question, but maybe it's time for me just to explain a little bit of a change in philosophy and in how we talk about our pricing and our programs and so on. I know, I think you all know, it's no secret that transparency and detail on our programs and pricing have not been particularly helpful for FICO. We were of a view for many years that because the FICO score at $10 or $4.95 or whatever we were charging, was such a tiny fraction of overall closing costs, we really didn't think that the price was a very big deal. We thought that the value so far exceeded the price that why not share details around the pricing just so that everyone understands how little it is in the scheme of things? As you all know from watching events over the last several years, we've really been attacked for, you know, what we consider to be, you know, not very good reasons. We're attacked because we're transparent and clear about our score price. As you all know, the credit files cost a lot more, credit evaluation costs are much more.
In fact, every other element of the closing is a lot more than what FICO charges. Yet somehow FICO has become the poster child for affordability in housing, which is just a crazy thing. Internally, we have had a lot of conversations about has this transparency been helpful, and the conclusion is no, it has not been helpful. I think you guys know that we have probably been in the top decile of open transparent, help everyone outside understand what we are doing inside, but it has not really worked very well for us. On a go-forward basis, our intention is to not share every detail. We are not going to share every pricing program. We are not going to share what the prices are. We are not going to share all of the terms. They are going to be customized, but by customer to meet customer needs. We are just not going to provide all that kind of information. To your very specific question, is the average price of a FICO Score going up, down, or sideways? We are not going to answer that. You guys who have been watching us and watching the industry can understand exactly why we are not going to answer that.”
Yikes 😬
3
8
445
$META 5 weeks later and before the correction began
I do like how the 200 WMA is moving to the 0.38 Fib now at $528
Anything below this level is where you accumulate
$CRWV +15% post-earnings 🚀
Chef’s kiss for neoclouds 🤌
Pricing +25% July then +10% in Q3
Short-term capacity >$40M/MW
Demand still ~10x capacity thru 2027 even after doubling power to 1.7 GW
Prices keep climbing 📈
🔥🔥🔥 $CRWV JUST DROPPED THE HAMMER 🔥🔥🔥
EPS: -$1.14 vs -$1.47 → BEAT +22% 💥
Revenue: $2.575B vs $2.56B → BEAT +1% 🚀
📈 Revenue +112% YoY | +24% QoQ
📈 EPS +19% QoQ (even while down 90% YoY)
AI cloud king still printing MASSIVE growth 💪
Backlog machine keep cooking 🔥
COREWEAVE STILL UNSTOPPABLE
#CRWV #Earnings #AI
HEY @grok WILL THERE BE ANOTHER CRYPTO BULL RUN ,IS SO SHILL ME 3 10X CRYPTO COINS FOR NEXT BULL RUN AFTER bitcoin:native ?
$RGTI just printed a brutal miss 🔴
Revenue: $1.4M vs $3.5M expected
Adj EPS: -$0.06 vs -$0.05 expected
FY26 guide: ~$20M revenue
108-qubit system hit 99.5% two-qubit fidelity though ⚛️
(GAAP loss includes $25.3M warrant gain — not in the adj number)
Ugly top line.
Tech still moving. 🩸
🤖 Made with AI
$CRWV backlog exploded 🚀👀🔥
+$28.5B in just 3 months → now sitting on ~$132.5B of signed work waiting to get billed.
Was $104B in June… $55.6B a year ago.
OpenAI, Jane Street & Perplexity all expanded in Q3.
🟢
Power also jumped +900 MW → now over 4.6 GW contracted (including India, Indonesia & Spain). ⚡️
Demand still looking stupid strong. 🚀📈
‼️🩸🔴📉 YOU WENT ALL IN QUANTUM SPACE AND $RGTI !!!😡
$RGTI reporting today. Street wants EPS -$0.05 and ~$3.52M revenue.
It’s a pure quantum hardware play — tiny sales right now, big cash pile, $100M CHIPS money, and a 108-qubit machine that’s slowly getting better.
Stock’s been smashed from the highs (~$12 now) so the multiple isn’t as insane as last year, but it’s still pure story + optionality.
Lumpy revenue + high beta = expect swings. Tonight’s print + any update on that India system or new orders will move it hard. 📈🔴
POV: $CRWV EPS BEAT BY 18% and revenue by 3% 🟢🚀👀🔥
$RGTI reporting today. Street wants EPS -$0.05 and ~$3.52M revenue.
It’s a pure quantum hardware play — tiny sales right now, big cash pile, $100M CHIPS money, and a 108-qubit machine that’s slowly getting better.
Stock’s been smashed from the highs (~$12 now) so the multiple isn’t as insane as last year, but it’s still pure story + optionality.
Lumpy revenue + high beta = expect swings. Tonight’s print + any update on that India system or new orders will move it hard. 📈🔴
$CRWV INVESTORS AFTER EARNING TODAY !!!🚀‼️
🔥🔥🔥 $CRWV JUST DROPPED THE HAMMER 🔥🔥🔥
EPS: -$1.14 vs -$1.47 → BEAT +22% 💥
Revenue: $2.575B vs $2.56B → BEAT +1% 🚀
📈 Revenue +112% YoY | +24% QoQ
📈 EPS +19% QoQ (even while down 90% YoY)
AI cloud king still printing MASSIVE growth 💪
Backlog machine keep cooking 🔥
COREWEAVE STILL UNSTOPPABLE
#CRWV #Earnings #AI
FINALLY 🚨
JUST IN - Rubio hails ‘very productive’ Russia-Ukraine talks, wants Europe ‘at the table’
insiderpaper.com/rubio-hails…


















