BBRC Reddit Mentions | ChartExchange

OTHER NEWS:
* US TSY SEC BESSENT: WOULD BE VERY UNUSUAL FOR SUPREME COURT TO OVERRULE TARIFFS
* BESSENT ON TARIFFS: LOTS OF OTHER AUTHORITIES CAN BE USED DEPENDING ON SUPREME COURT DECISION
* Michael Burry’s Scion Asset Management filed its latest 13F showing new puts in PLTR and NVDA in what seems to be an anti AI bet.
* Bloomberg says Wall Street CEOs are warning of a possible 10–15% equity correction in the next 12–24 months, saying valuations are “full, not cheap.”

MAG7:
* GOOGLE MAPS just unveiled AI-powered Live Lane Guidance that uses a car’s front camera to analyze real-time road conditions and guide drivers through complex interchanges. NVDA - “Germany will be one of the largest AI markets in the world; can’t wait for us to invest more” as Nvidia & Deutsche Telekom unveiled plans for €1B data center in Germany, using up to 10K GPUs & boosting the nation’s AI capacity by \~50% starting Q1'26
* TSLA - Norway’s $2.1T sovereign wealth fund said it will vote against TSLA $1T pay package for CEO Elon Musk, citing concerns over the award’s “total size, dilution, and lack of mitigation of key person risk.”
* AAPL - iPhone 17 sales exceeding expectations in China, DigiTimes reports

EARNINGS:
PLTR:
* Revenue: $1.181B (Est. $1.09B) ; UP +63% YoY
* Adj EPS: $0.21 (Est. $0.17)
* Adj EBITDA: $606.5M (Est. $502.1M)
* Rule of 40: 114%
Raised FY Guide:
* FY25 Revenue: $4.396B–$4.400B (Est. $4.17B) ; UP +53% YoY
* FY25 U.S. Commercial Revenue: >$1.433B; UP +104% YoY
* FY25 Adjusted Operating Income: $2.151B–$2.155B (Est. $1.93B)
* FY25 Adjusted Free Cash Flow: $1.9B–$2.1B (Est. $1.92B)
* Expect GAAP operating income and net income each quarter of FY25
Q4 Guidance:
* Revenue: $1.327B–$1.331B (Est. $1.19B) ; UP +61% YoY
* Adjusted Operating Income: $695M–$699M (Est. $574.7M)

SPOT:
* Revenue: €4.27B (Est. €4.23B) ; UP +12% YoY
* EPS: €3.24 (Est. €2.14)
* MAU: 713M (Est. 710.6M) ; UP +11% YoY
Guidance:
* Q4 Revenue: €4.5B (Est. €4.56B)
* Q4 MAUs: 745M (Est. 740.3M)
* Premium Subs: 289M (+8M QoQ)
* Gross Margin: 32.9% (up \~130 bps QoQ)
* Operating Income: €620M (up \~7% QoQ)
* FX expected to be a \~620 bps headwind to growth
User Metrics:
* Premium Subscribers: 281M; UP +12% YoY
* Ad-Supported MAUs: 446M (+11% YoY)
Revenue breakdown:
* Premium: €3.83B (+13% YoY FXN)
* Ad-Supported: €446M (flat YoY FXN)
ETN:
* Revenue: $7.0B (Est. $7.07B) ; UP +10% YoY
* Adj. EPS: $3.07 (Est. $3.05) ; UP +8% YoY
* Segment Margins: 25.0% (record; +70 bps YoY)
* Free Cash Flow: $1.2B (+4% YoY)
* Book-to-Bill: 1.1x in both Electrical & Aerospace
Guidance:
* Q4 EPS: $3.23–$3.43 (Est. $3.36)
* FY EPS: $11.97–$12.17 (Est. $12.09)
* FY Organic Growth: +8.5–9.5%
* FY Segment Margin: 24.1–24.5%
UBER:
* Revenue: $13.47B (Est. $13.27B)
* EPS: $1.20 (Est. $0.69)
* Adj. EBITDA: $2.26B (+33% YoY)
* Gross Bookings: $49.74B (Est. $48.73B)
* Trips: 3.5B (+22% YoY)
* Monthly Active Platform Consumers: 189M (+17% YoY
* Operating Income: $1.1B; Free Cash Flow: $2.2B
Guidance (Q4’25):
* Gross Bookings: $52.25B–$53.75B (Est. $52B)
* Adj. EBITDA: $2.41B–$2.51B (Est. $2.48B)
* Expects to add \~$30B in incremental Gross Bookings this year

OTHER COMPANIES:
* GRAB : Bernstein raises PT to 6.6 from 5.6. Grab continues to deliver consistent earnings as it leverages its dominant position to drive both growth and margins. We see multiple levers for expansion as the company deploys technology and its strong cash reserves to unlock new opportunities and expand its total addressable market. A key strength of the Grab model lies in its complexity—building and sustaining a three-sided marketplace across 400 cities is not easily replicated. As a logistics-heavy business rather than a pure digital platform, Grab’s model also raises barriers to new entrants. Existing competitors are underfunded and losing ground, paving the way for consolidation.
* VSCO: investor BBRC International, which owns about 13% of the company, sent a letter to the board calling for Chair Donna James’ removal and a board seat for founder Brett Blundy, warning it may launch a proxy fight if ignored.
* DKNG - BofA downgrades to neutral from Buy, lowers PT to 35 from 48. "In the last two years, DraftKings’ iGaming share has declined from 27% to 23%. FanDuel’s focus on iGaming has contributed to some share loss, but we believe DraftKings has underperformed its own expectations. Following a miss in Q1, we were hopeful iGaming execution would improve, but recent state data continues to materially lag peers.
* Nintendo: Nintendo raised its Switch 2 sales forecast to 19 million units for the fiscal year ending March 2026, up from 15 million, and lifted its profit outlook 16% to ¥370B (2.45B USD)
* DENN - to be taken private in a $620M all-cash deal by TriArtisan Capital Advisors (owner of P.F. Chang’s), Treville Capital, and major franchisee Yadav Enterprises.
* WMT - Walmart CEO Doug McMillon said the company is going “on offense” with AI as it transforms how its 2.1M employees work. “Every job we’ve got is going to change in some way,” he said, adding that WMTs AI push will reshape roles from “getting the shopping carts off the parking lot” to leadership.
* Cipher Mining Inc. Announces Proposed Offering of $1.4 Billion of Senior Secured Notes CTSH: Anthropic signed a major deal with Cognizant which will roll out Claude AI to all 350,000 employees and become one of Anthropic’s three largest customers. Cognizant will also sell Claude to its business clients across finance, healthcare, and life sciences.
* SBUX - is forming a joint venture with Boyu Capital to operate its China retail business, selling a 60% stake valued at about $4B (cash-free, debt-free) while retaining 40%.
* LION - STEVE COHEN'S POINT72 REPORTS 5.1% LIONSGATE STAKE