Yaron Heyman retweeted
#earnings for the week of December 1, 2025
earningswhispers.com/calenda…
$DLTR $CRM $SNOW $CRDO $MDB $AI $MRVL $PATH $M $GTLB $RBRK $DOCUS $CRWD $PSTG $SLP $AEO $RY $FIVE $KR $S $IOT $BOX $CHPT $OKTA $ULTA $BNS $DG $HRL $TIGR $GWRE $SIG $HPE $HQY $DSGX $ASAN $MNY $PVH $CXM $VSTS $AGX $CM $SPWH $TLYS $DCI $COO $HOV $SAIC $TD $BBW $UNFI
Yaron Heyman retweeted
NVIDIA $NVDA JUST REPORTED EARNINGS
EPS of $1.30 beating expectations of $1.25🟢
Revenue of $57B beating expectations of $54.9B🟢
Yaron Heyman retweeted
Nvidia $NVDA today became the first company ever to hit a $5 Trillion market cap
Here is what that journey looked like
Yaron Heyman retweeted
#Bitcoin is still only less than 4% away from setting another new all time high 👀
Bullish! 🐂
Yaron Heyman retweeted
JUST IN: 🇺🇸 President Trump posts meme of himself firing Fed Chair Jerome Powell.
Yaron Heyman retweeted
$PLTR secures pivotal State Dept ORION contract! Foundry & AIP deliver unparalleled AI/ML, empowering StateChat, real-time crisis ops, & multi-bureau data integration. Its ontology-driven, model-agnostic architecture & low-code prowess redefine mission-critical innovation.
Yaron Heyman retweeted
$WMT Walmart Q2 FY26 (July quarter):
• Revenue +5% Y/Y to $177.4B ($3.0B beat).
• Non-GAAP EPS $0.68 ($0.06 miss).
• Walmart US comp sales +5%.
• E-commerce +25% Y/Y.
• Advertising +31% Y/Y.
FY26 Net sales outlook:
• +3.75% to 4.75% Y/Y (0.75pp raise).
Yaron Heyman retweeted
+$704M inflows into $ETH ETFs today
+$523M yesterday, +$1B two days ago
+$2.2B so far for the week, highest ever in 3 days
we are seeing Wall St pick their next financial asset, institutionalize it, build on top of it, & now allocate billions of capital towards it
what a time
Yaron Heyman retweeted
📊MARKET WATCH: 1-month $BTC Liquidation Heatmap shows heavy short liquidity near $121,000 has been wiped out.
Clearing the way for potential upward momentum.
Source: CoinGlass
Yaron Heyman retweeted
What doesn’t kill you (as a community) makes you stronger
Yaron Heyman retweeted
🚨JUST IN: Over $27,500,000 worth of #Ethereum shorts have been liquidated in the past hour.
Yaron Heyman retweeted
"I love burning the short sellers." – $PLTR CEO Alex Karp
He’s probably feeling pretty good right now. 🩳 🔥
Yaron Heyman retweeted
They laughed at Palantir in 2022. Now it’s breaking records and raising targets. Keep laughing. The compounding doesn't care.
$PLTR
Yaron Heyman retweeted
$PLTR Palantir Q2 FY25:
• Net dollar retention 128% (+14pp Y/Y).
• Revenue +48% Y/Y to $1.0B ($61M beat).
• Non-GAAP EPS $0.16 ($0.02 beat).
FY25 guidance:
• Revenue +44% Y/Y to $4.15B ($250M raise).
• Adjusted margin 46% (2pp raise).

























