Know your portfolio. Test your next move. See what you can't see by looking at prices 👀 👉 https://nitter.cf/t.co/e2YsPlyN8M
Joined December 2018
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$IREN Q1 FY27: revenue $228M (+66% QoQ) vs ~$221M expected. AI Cloud $200M (+182%), 86% gross margin. Backlog $20.3B (+22%).
The catch: >$4B ARR target slips to Jan 2027 (maybe Feb) on a customer design change.
Can prepaid GPU deals offset the delay?
clearank.com/stock/iren-limi…
$PLTR printed +148% US commercial. Everyone's cheering.
Look one line lower:
US comm revenue: +29% Q/Q
US comm backlog (RDV): +4% Q/Q
Backlog covered ~8.2 quarters of revenue in Q2.
Now ~6.6.
Revenue is outrunning bookings.
Does that hold into 2027?
clearank.com/stock/palantir-…
$META ad revenue: $63.1B in Q3, up 26%.
Google Search: $63.4B, up 12%.
Meta's ad business is now within $0.3B of Google Search and growing more than twice as fast. That ~14 point gap is the widest since 2021.
clearank.com/stock/meta-plat…
$LLY Q3 revenue $24.4B, up 39% YoY vs ~$22.6B expected. Mounjaro $10.7B, Zepbound $5.35B. Full-year outlook raised to $91B to $92B.
clearank.com/stock/eli-lilly…
You can earn more than your parents did at the same age and still fall behind on wealth. The gap is not mainly wages. Homes and stocks have risen faster than pay and faster than official inflation.
US CPI was 3.7% in September 2026. US M2 money supply grew about 5.4% in the year to July 2026. A 4% savings account barely beats CPI and trails money supply growth.
I wrote up why the yardstick most people use is the wrong one for wealth, and what that means for cash, bonds and scarce assets.
$GOOGL $NVDA $IREN $NBIS $POET
clearank.com/news/currency-d…
$FTNT Q3 2026, from the 8-K:
Revenue $2.08B, up 20%
Product revenue $765M, up 37%
Service revenue $1.31B, up 13%
Billings $2.34B, up 29%
Free cash flow $865M
Buyback raised by $1.2B
Product is accelerating. Service is what the market priced.
clearank.com/stock/fortinet-…
The lost generation of currency debasement.
Can we turn it around?
$NVDA $PLTR $POET $SPY
clearank.com/news/currency-d…
Oracle capped new raises at $20B thru FY30.
Fine print:
That's ON TOP of the $20B ATM stock sale already done.
Its <3.5x leverage goal counts vendor financing + leases as debt.
Bear case got a ceiling, not a funeral.
Is $ORCL fully funded?
clearank.com/stock/oracle-or…
$ENPH Q3 revenue: $293.3M.
A year ago: $410.4M. Down 29%.
US: $233.5M vs $350.0M.
International: flat, ~$60M.
GAAP EPS: $0.17 vs $0.50.
CleaRank: Sell 38/100. Street median $41.50.
Is the US solar reset priced in?
clearank.com/stock/enph-stoc…
$STX revenue: $4.233B, +61%.
Non-GAAP EPS: $7.68 vs $2.61.
Gross margin: 57.8%.
Overlooked: $1.95B of debt retired since July. Gross debt now $1.6B.
Dec Q guide: $4.8B, $9.20 EPS.
CleaRank: Hold 54/100. Street median $1,085.
Why the gap?
clearank.com/stock/seagate-t…
$GEV's real Q3 number isn't the $29B in orders.
It's $5.4B free cash flow on $1.9B adj. EBITDA. ~2.8x.
That's working capital: customers paying up front for turbine slots.
13 GW of reservations flipped to orders.
What happens when deposits cool?
clearank.com/stock/ge-vernov…
$STX revenue: $4.233B, +61%.
Non-GAAP EPS: $7.68 vs $2.61.
Gross margin: 57.8%.
Overlooked: $1.95B of debt retired since July. Gross debt now $1.6B.
Dec Q guide: $4.8B, $9.20 EPS.
CleaRank: Hold 54/100. Street median $1,085.
Why the gap?
clearank.com/stock/seagate-t…
$STX beat AND raised. Stock still -8% after hours.
Buried in the release:
$750M more debt paid off AFTER quarter-end.
Gross debt: $2.4B to $1.6B in weeks.
Q2 EPS guide $9.20 = ~$37 run-rate.
At ~$613, that's ~16.5x.
Peak cycle… or a gift?
clearank.com/stock/seagate-t…
Our models showed this data before anyone and against any poll and @Polymarket.
@netanyahu will be Israel’s prime minister for another term.
BREAKING.
Despite @Polymarket predicting a win for Gadi Eizenkot by a significant margin in Israeli election. The CleaRank financial AI data modeling system predicts that @netanyahu will remain the Israeli Prime Minister. 4 more years.
@MarioNawfal , you heard it here first.
BREAKING.
Despite @Polymarket predicting a win for Gadi Eizenkot by a significant margin in Israeli election. The CleaRank financial AI data modeling system predicts that @netanyahu will remain the Israeli Prime Minister. 4 more years.
@MarioNawfal , you heard it here first.
$SOFI Q3 from this morning's 8-K:
Adj. revenue: $1.37B, +44%
Adj. EBITDA: $470M, +70%
Net income: $241M, +73%
Members: 17.1M, +35%
Products: 26.7M, +44%
First 2027 outlook: $6.4B revenue, $0.90 EPS.
12th straight profitable quarter.
clearank.com/stock/sofi-tech…
CleaRank retweeted
$SE
The Streets consensus target is $154 across 29 analysts
clearank.com/stock/se-stock-…
This consensus target is only slightly above where Druckenmiller has his average at $144.
Irrational market bring a lot of bargains
Current price is $74
CleaRank retweeted
You'd get off a plane that skipped pre-flight checks.
So why is your portfolio still flying blind?
Pilots rehearse every move in a simulator first.
CleaRank is that simulator for your money.
Every trade auto-logs. The AI coach tells you exactly why you're winning or losing. Sync your broker and run a real pre-flight check before you size up.
In the clip: paper buy $NVDA with a 2% stop and 4% target. Journal $SPY, $BTC, $TSLA. Coach flags stop-loss breaks and what's working on $NQ vs $ES. A synced book shows $AAPL, $NVDA, $GOOGL, $MSFT, $VTI up +$35K (+10.3%) and still behind the S&P. Eyeing $QQQ? 96% overlap with stocks you already own ($NVDA, $AAPL, $MU).
Crash in the simulator, not in your account.
clearank.com
$NVDA $SPY $QQQ $TSLA $AAPL $MSFT $GOOGL $BTC $MU $VTI
$FDX just poached AutoZone's CFO.
FedEx hasn't filed a word on it.
$AZO 8-K: CFO Jamere Jackson quit Oct 20, out Nov 25. No successor.
Pro take: 6 yrs steering AZO's buyback machine. Watch the repurchase pace.
So who is FedEx replacing?
clearank.com/stock/azo-stock…
