Andrew Sapiro @ASAP17
True focus lies somewhere between rage and serenity. Joined January 2008-
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Wake up. Open presents. Spurs vs Knicks at 12. Packers vs Bears at 1. Heat vs Celtics at 2:30. Bills vs Broncos at 4:30. Sixers vs Lakers at 5. Thunder vs Wolves at 8. Rams vs Seahawks at 8:15. Nuggets vs Warriors at 10:30. Santa came through. Christmas Day is absolutely insane.
This was Jackie and Shadows last babies they raised. They had lost the first set of babies this year. Jackie was such a good mama.
Wild to see $tlt at new 22 year lows (again) in the overnight session... & S&P 500 futures #ES_F are still green. Unprecedented level of dgaf. $spy $spx
Nature reminds us often that love isn't just a human emotion which is why Jackie's sudden passing hurts a lot. She was a queen in every sense with her prince Shadow, happy she will live on in her two clutches of four eaglets over the past 18 months & millions of us she touched.
I don’t know exactly what it was about this eagle mama, Jackie. 🦅💔 Maybe because I started watching her during the pandemic, when we were all looking for small windows into the world outside. My kids used to tease me for leaving the Nest cam on 24/7, hearing her calls echo
First time in months silver $slv is seeing some sizable call buys, not sure what's going on other than a decent technical breakout. $gld
All eye on $spcx into the close, going to learn a lot about how real the move is today. If insiders don't show up to take advantage of +13% then we could see quite the squeeze back to $135 IPO price.
@Itsjat32 "but it's done $500m in its first week," yeah the second $500m is a lot tougher.
@Itsjat32 I don't see $1b happening, going to burn off too much demand which is more important than a lack of competition. It could happen but Endgameish legs get it to low $900s. I get its held better to start but summer weekdays still relevant.
$DOCS - Doximity is up 80% after hours and the press release does not explain it. Look at the tape. The first post-market print was $21.09 at 4:00. By 4:10 it had drifted to $20.22 — below the close. The release landed and did nothing. The move began around 4:20 and went $26.89, then $34.90 by 5pm, then $39.18 by 6pm. Whatever is driving this came out during the call, not in the 8-K. Because the 8-K, on its own, is mixed at best. Revenue $156.6M, up 7.3%, beating both the $151-152M guide and consensus. Adjusted EBITDA $74.8M against $69.6M expected, though down 6% year over year. Non-GAAP EPS $0.29 against $0.30 — a penny miss. I said this afternoon that a full-year revenue raise of $3-5M would break the four-quarter beat-and-fade pattern. They raised it $6M at the midpoint, to $671-681M. And they cut full-year adjusted EBITDA guidance by $10M at the midpoint, to $309-329M from $323-335M. Net revenue retention fell to 107% from 118% a year ago. Eleven points. Cost of revenue rose 50%, R&D 43.6%, stock comp 68%. Operating margin went from 37.4% to 21.5%. That is a company spending hard and telling you profitability comes down this year. It is not, by itself, an 80% print. If you're posting on this one, the honest framing is that the numbers are mixed and the move came later. Anyone attributing +80% to a $6M revenue raise is reverse-engineering a story. $DOCS
Somehow a massive short squeeze was triggered on $docs AH, absolutely dogshit results so it's nothing fundamental.
No position but those are truly awful $docs results so what the fuck is going on there
The call was so bad from Saaskilahti you have to wonder if there was a deal, no way these guys can play a $4m heads up. Congrats to Jumalon but kind of an anticlimactic ending.
One of the worst calls I've ever seen right there from Saaskilahti, not even being results oriented. Jumalon has run great as you have to but he deserves to win. You can tell he's mentally dominated him.
One of the worst calls I've ever seen right there from Saaskilahti, not even being results oriented. Jumalon has run great as you have to but he deserves to win. You can tell he's mentally dominated him.
Surprised no one has mentioned it but those gray 5m chips are hideous. Couldn't we have had a bit more spunk, color for the most important chip in the Main Event @WSOP?
Anyone have a reasonable take for why S&P 500 $spy $spx is up 2% today outside of a technical breakout? Action is a bit baffling how relentless it's been.
Lucas Jumalon previous top live score was a win in a @WSOP Daily Deepstack last summer for $23k when he just had turned 21. The guy was 2nd to last in chips with < 1/8th a starting stack end of day 1b, spun into the largest FT CL. What a story it would be if wins the Main Event.
It's so dumb at this point. Why even play the games?
BREAKING: The Los Angeles Dodgers are finalizing a trade for Detroit Tigers ace Tarik Skubal, sources tell ESPN.
This is absolutely wild after how much of an event No Way Home was as the first real post covid blockbuster. I get Thursday showings started at noon & have Wednesday early access thrown in but Brand New Day is a phenomenon. Spiderman as popular as ever.
Looks like ~$97-98M FRI for #SpiderManBrandNewDay, giving it ~$169-170M opening day. Biggest OD of all time. WOM continues to be amazing, close to A+. Expecting the weekend to be over/under $350M. Weekend record remains a possibility.
Pretty stunning to see the most famous bond trading vehicle in $tlt hit a 22 year low this morning & $1.5 off the all time low. Even more amazing is how stocks largely dgaf, not how it used to be on a move like this. $spy $qqq $dia
Brian Niccol is the greatest fast food/ casual CEO of all time & it's not even close. What a remarkable turnaround already with Starbucks $sbux. $cmg $yum
$SBUX | Starbucks Q3 Earnings: • Revenue: $9.3B (est $9.16B) • Adjusted EPS: 85c (est 65c) • Adjusted Operating Margin: 14.4% (est 11.9%) • Comparable Sales: +7.9% (est +5.73%) • US Comparable Sales: +7.9% (est +5.72%)
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