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@Barchart x.com/aceddeca1/status/2092705…

@Barchart Crystal clear insights on complex trends. You and @Kendallde_ define financial education.

@Barchart Getting sent indeed 👀🟢 They're heading for their 4th straight green post-earnings reaction: x.com/AstraInsights/status/209…

the part of this chart that says the most is the boredom before the explosion. flat, sideways, nobody cares all afternoon, then one candle straight to the moon at 4pm. earnings hit exactly when the market closed and the retail crowd couldn't touch it my read: this is the timing problem nobody talks about. the move happens in extended hours on a report that dropped after the bell, so by the time a normal trader can actually click buy tomorrow, the +9.5% already exists. the candle you're admiring is a party you watched through the window so the honest takeaway: charts like this look like opportunity but they're really a receipt. they show you the exact moment being positioned beforehand paid off, and being fast afterward paid nothing. the green bar isn't a signal to act, it's a record of a decision that was already made before you saw it

@Barchart It should be through the floor it is absolute shite. Hubspot >>>>

@Barchart Classic SaaS penalty box because growth isn't infinite anymore

@Barchart I swear this stock has been at this same price since 2019

@Barchart Your company's software bill does not drop on a good earnings day. Mine has gone up every year I have been there.

@Barchart Last chance to short

@Barchart Octa 🫣

@Barchart @grok why? When does service now report?

$CRM 𝗿𝗲𝗹𝗲𝗮𝘀𝗲𝗱 𝗶𝘁𝘀 𝗤𝟮 𝗳𝗶𝘀𝗰𝗮𝗹 𝟮𝟬𝟮𝟳 𝗿𝗲𝘀𝘂𝗹𝘁𝘀. Enterprise cloud software leader reported strong top-line growth, driven by subscription momentum and strategic investment gains. ◆ Revenue: $11,345M (+10.8% Y/Y) ◆ Gross Profit: $8,696M (+8.8% Y/Y) ◆ Operating Income: $2,331M (-0.0% Y/Y) ◆ Net Income: $3,526M (+86.9% Y/Y) ◆ EPS: $4.29 (+118.9% Y/Y) 𝗪𝗵𝗮𝘁 𝗰𝗵𝗮𝗻𝗴𝗲𝗱? ① 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗱𝗿𝗼𝘃𝗲 𝗴𝗿𝗼𝘄𝘁𝗵, 𝘄𝗵𝗶𝗹𝗲 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗹𝗮𝗴𝗴𝗲𝗱. Subscription & Support revenue rose 11.7% Y/Y to $10,820M, led by continued cloud adoption. Professional Services & Other declined 3.8% Y/Y to $525M, reflecting lower project demand. Total revenue reached $11,345M, up 10.8% Y/Y. ② 𝗚𝗿𝗼𝘀𝘀 𝗺𝗮𝗿𝗴𝗶𝗻 𝗰𝗼𝗺𝗽𝗿𝗲𝘀𝘀𝗲𝗱 𝗼𝗻 𝗵𝗶𝗴𝗵𝗲𝗿 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 𝗰𝗼𝘀𝘁𝘀. Gross margin fell 1.9 percentage points Y/Y to 76.7%, as subscription cost of revenue jumped 22.9% Y/Y to $2,021M, outpacing subscription revenue growth. Total cost of revenues rose 18.2% Y/Y to $2,649M, squeezing profitability. ③ 𝗡𝗲𝘁 𝗶𝗻𝗰𝗼𝗺𝗲 𝘀𝘂𝗿𝗴𝗲𝗱 𝗼𝗻 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗴𝗮𝗶𝗻𝘀. Gains on strategic investments soared to $2,613M from $6M a year ago, lifting pre-tax income 89.2% Y/Y to $4,552M. After a $1,026M tax provision, net income jumped 86.9% Y/Y to $3,526M, and diluted EPS more than doubled to $4.29.

@Barchart "Sent" back to where it was at 3:30 pm yesterday.

@Barchart A 9.5% pop on a mature enterprise software name usually means expectations had already been marked down, not that the business inflected. The reply below the chart is the tell — seat licenses renewing at higher prices is exactly what produces both the beat and the resentment.

@Barchart I’m surprised

@Barchart x.com/noesisprime/status/20928…