Technology. Markets. Opportunity. Analyzing the trends shaping tomorrow's leaders. Independent views, data-driven insights.
Joined July 2009
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Brandon Wells retweeted
Musk says 200+ neoclouds are headed for "guppy-level death and consolidation"... $NBIS $CRWV $IREN all down 30%+ in October.
Nebius Matrix is still BEARISH. Bear Trigger fired 30%+ ago.
Last 2 Bull Triggers ran 165% and 278%...
I'll let you know when the Matrix flips bullish. 👀
Brandon Wells retweeted
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Brandon Wells retweeted
$SOFI TECHNOLOGIES Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.4B (Est. $1.25B) 🟢; +44% YoY
🔹 Adj. EPS: $0.18 (Est. $0.16) 🟢; +64% YoY
🔹 Adjusted EBITDA: $469.8M; +70% YoY
🔹 Members: 17.1M; +35% YoY
FY26 Guide:
🔹 Adj. Revenue: ~$5.04B (Est. $4.87B) 🟢
🔹 Adjusted EPS: ~$0.61 (Est. $0.59) 🟢
🔹 Adjusted EBITDA: ~$1.66B
🔹 Adjusted Net Income: ~$840M
🔹 Member Growth: At least +30% YoY
FY27 Guide:
🔹 Adj. Revenue: ~$6.4B (Est. $6B) 🟢
🔹 Adjusted EPS: ~$0.90 (Est. $0.82) 🟢
🔹 Adjusted EBITDA: ~$2.24B
🔹 Adjusted Net Income: ~$1.28B
Segment Net Revenue:
🔹 Lending: $821.3M; +66% YoY
🔹 Financial Services: $525.1M; +25% YoY
🔹 Technology Platform: $87.4M; -24% YoY
Other Q3 Metrics:
🔹 Total Products: 26.7M; +44% YoY
🔹 Fee-Based Revenue: $570.6M
🔹 Net Interest Margin: 6.14%
🔹 Total Deposits: $51.3B
Comments:
🔸 “We are adding more members, who are using more products, and generating more revenue per product to create the most value for our shareholders over the long run.”
🔸 “Our conviction in the opportunity ahead has never been greater.”
Brandon Wells retweeted
The S&P 500 returns Nov -> Jun following midterm elections apparently:
- 21/21 times were positive
- Avg. index gain was 16.6%.
High-beta stocks historically outperformed even more…
Very interesting, with Nov 3rd coming up, do you think 2026 will be an anomaly?
Brandon Wells retweeted
BREAKING: Brent crude oil prices surge above $117/barrel for the first time since March 19th amid fears that the US will renew strikes on Iran.
Brent crude oil is now $2 away from breaking above its high of the year.
Inflation expectations are pushing higher.
Brandon Wells retweeted
🚨 CRASH IN JAPAN
🇯🇵 Over ¥25 trillion ($165B) wiped out from Japanese stocks as the Nikkei crashes 2.2%.
It's happening...
Brandon Wells retweeted
🚨MASSIVE CRASH
₹6 trillion wiped out from the Indian stock market today, as India's 10-year bond yield hits its highest level in over 4 years.
Indian market has now crashed more than 10% in the last 3 months.
Brandon Wells retweeted
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Brandon Wells retweeted
BREAKING: Bitcoin fell -$1500 in just 60 minutes, dropping below $83,000.
Over $70 million in longs were liquidated over the same period.
Brandon Wells retweeted
Meta's Reality Labs unit lost another $4.1 billion in Q3, bringing its cumulative losses since 2020 up to $92 billion. We've never seen a public company light money on fire to this extent. $META
Brandon Wells retweeted
JUST IN: Tesla $TSLA reveals none of its $972,000,000 Bitcoin was sold in Q3 2026.
Brandon Wells retweeted
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Brandon Wells retweeted
THEY’RE CALLING IT BLACK THURSDAY
Every AI stock is getting absolutely nuked.
What the hell is going on?
Brandon Wells retweeted
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