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The Polite Investor

@ThePoliteG

Tweets are only my personal opinions and not any financial advice in any way, shape or form!

 Colorado, USA
Joined April 2018
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Election Effect? 2017; 1 year after election: $SPY up 40% 2018; 2 years after election: $SPY Down 11% 2021; 1 year after election: $SPY up 50% 2022; 2 years after election: $SPY Down 30% 2025; 1 year after election: $SPY up 23% 2026; ? There are 2 differences in 2025 though! 1. $SPY only went up 23% so far compared to 40% and 50% in 2017 and 2021. 2. We already had a 20% drop in $SPY in April 2025. Of course, there are multiple reasons for all these moves in the past two elections, such as inflation, Covid19, interest rates, and many other factors, but if this time something similar happens, how low will SPY go in 2026? Maybe not that low since we already had a drop in April 2025 and the gain has only been around 23% so far. Anyways, it seems like 2026 dop in stocks seems unavoidable and the only question is how low and how long it will be.
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$IREN earnings numbers are not looking very good!
unusual_whales (@unusual_whales) profile pictureunusual_whales
@unusual_whalesAug 27
BREAKING: $IREN earnings: - Revenue: $137 million, est: $135 million - EPS: -$0.61, est: -$0.55
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$MRVL is down almost-4% now!
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$IREN earnings are out and it looks ok.
The Earnings Correspondent (@earnings_guy) profile pictureThe Earnings Correspondent
@earnings_guyAug 27
$IREN (IREN) #earnings are out:
Image from The Earnings Correspondent (@earnings_guy)
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$IREN is heading lower
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Where’s $IREN earnings?
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$MRVL down -1% so far
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$MRVL earnings are out! Revenue: BEAT ✅ EPS: BEAT ✅
unusual_whales (@unusual_whales) profile pictureunusual_whales
@unusual_whalesAug 27
BREAKING: Marvell, $MRVL, earnings: - Revenue: $2.73 billion, est: $2.71 billion - EPS: $0.94. est: $0.93
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$IREN $41
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$MRVL and $IREN degens let’s see what you got!
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$CRM up almost 22% today at its intraday highs!
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$NVDA hit a high of $222! 👀
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$CRM up +13% so far
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$NVDA is up almost +5% now
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$CRM is up almost +13% now
Wall St Engine (@wallstengine) profile pictureWall St Engine
@wallstengineAug 26
SALESFORCE $CRM Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $11.3B (Est. $11.32B) 🟡; +11% YoY 🔹 Adj. EPS: $5.90 (Est. $3.27) 🟢; +103% YoY 🔹 GAAP EPS: $4.29; +119% YoY 🔹 cRPO: $33.5B; +14% YoY CC Raises FY27 Guide: 🔹 Revenue: $46.1B-$46.4B (Est. $46.11B) 🟡 🔹 Adj. EPS: $16.67-$16.71 (Est. $14.14) 🟢 🔹 GAAP Op. Margin: 20.1% 🔹 Non-GAAP Op. Margin: 34.3% Q3 Guide: 🔹 Revenue: $11.42B-$11.5B (Est. $11.41B) 🟡 🔹 Adj. EPS: $3.42-$3.44 (Est. $3.38) 🟢 🔹 cRPO Growth: ~14% YoY CC Other Q2 Metrics: 🔹 Remaining Performance Obligation: $66.3B; +11% YoY 🔹 AI & Data ARR: ~$3.9B; +210%+ YoY 🔹 Operating Cash Flow: $1.3B; +71% YoY 🔹 Free Cash Flow: $1.1B; +81% YoY Comments: 🔸 “AI is delivering value across every layer of our platform. We’re seeing incredible demand for our AI and data products, with ARR about to cross $4 billion.” 🔸 “NNAOV growth is the strongest it's been in four years”
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$NVDA market cap will be at roughly $5.5 TRILLION dollars at market open tomorrow!
The Kobeissi Letter (@KobeissiLetter) profile pictureThe Kobeissi Letter
@KobeissiLetterAug 26
BREAKING: Nvidia, $NVDA, erases all losses and surges +5% after reporting record earnings results. The stock has now added +$250 billion in market cap in after hours trading.
Image from The Kobeissi Letter (@KobeissiLetter)
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$NVDA up +4% post earnings report ✅🚀
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$NVDA hit a intraday low of $203 per share after reporting one of their biggest earnings numbers yet!
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$NVDA earnings are out
unusual_whales (@unusual_whales) profile pictureunusual_whales
@unusual_whalesAug 26
BREAKING: Nvidia, $NVDA, earnings: - Revenue: $96 billion, est: $92 billion - EPS: $2.22, est: $2.09
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$NVDA has been down -3% since their last earnings report
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$CRM up 12%
unusual_whales (@unusual_whales) profile pictureunusual_whales
@unusual_whalesAug 26
Salesforce, $CRM, earnings: - Revenue: $11.34 billion, est: $11.3 billion - EPS: $5.9, est: $3.27
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