🚨 After-market buzz!
$Digital Turbine(APPS.US) $Upstart(UPST.US) $Arista Networks(ANET.US) $Wynn Resorts(WYNN.US) $TransMedics(TMDX.US) $Booking(BKNG.US) $Coupang(CPNG.US) $Opendoor Tech(OPEN.US) $DaVita(DVA.US) $SpaceX(SPCX.US) $Bed Bath & Beyond, Inc.(BBBY.US) $AMD(AMD.US) $Zeta Global(ZETA.US) $Pinterest(PINS.US) $Lucid(LCID.US) $Match(MTCH.US) $Teradata(TDC.US)
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$Pinterest(PINS.US) BOOM 💥
Adj EPS: $0.27 vs $0.23 estREV: $1.008B $966.245M est🟩 +16.23% - W
PLTR Earnings LIVE: Palantir Q1 2026 Results, Call & Reaction + DUOL, GRAB & PINS | With CJ
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Are we not using social media anymore?
$Snap(SNAP.US) down -50.6% YTD$Reddit(RDDT.US) down -44.6% YTD$Pinterest(PINS.US) down -32.2% YTD$Meta Platforms(META.US) down -26.35% 6MCompanies like Snapchat with excessive SBC makes sense… Yeah there’s bear cases around Meta capex but it’s growing forward revs 30-33% Y/Y round ~17 fwd p/e so that spend is definitely delivering ROI.But at this point the selloff looks way overblown especially with Reddit with fwd ev/fcf: ~24x; 91% gross margins, 52% growth?Everyone’s hyper focusing around “AI” disruption but if anything, it makes these social media companies more lean/profitable.I’m a buyer here. But a confused one.Source: Serenity
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On Average, 635 people have been fired every day in 2026 so far
Over 45,000 tech workers laid off so far.• Amazon: 16,000• Block: 4,000• WiseTech: 2,000• Atlassian: 1,600• Meta: 1,500• Autodesk: 1,000• eBay: 800• Pinterest: 675 - A
Cathie Wood $ARKK buy/sells today:
Bought: $Robinhood(HOOD.US) — 433,806$Bullish(BLSH.US) — 364,134$Figma(FIG.US) — 280,138$Shopify (SHOP.US) — 150,421$Circle(CRCL.US) — 75,559Sold: $Unity Software(U.US) — 486,741$Pinterest(PINS.US) — 413,038$Airbnb(ABNB.US) — 186,754$Twist Bioscience(TWST.US) — 185,951$Pagerduty(PD.US) — 183,294$Zillow-C(Z.US) — 36,133$GitLab(GTLB.US) — 13,509Source: amit