AI-Powered Trading Intelligence & Machine Learning Investment Tools. Access institutional-grade data, predictive signals, and professional risk engineering.
Joined December 2018
- Tweets2.6K
- Following72
- Followers1.8K
- Likes4.9K
$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…
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
$TEM's $192.5M BMS deal has a catch buried in the 8-K.
$55M runs through Pathos, which shares Tempus leadership and equity. Related-party.
Priced at $100 per Alzheimer's record, paid only on delivery.
Clean win or circular cash?
clearank.com/stock/tempus-ai…
🚨 $PG just showed where its margin went.
Buried in the release:
$1.4B after-tax commodity hit this year.
Total headwinds: $0.79/share.
An 11% drag on core EPS growth.
Guide held only because savings cover it.
How long can that last?
clearank.com/stock/pg-stock-…
$LMT record $292B backlog. The 8-K's quieter numbers:
• F-35 deliveries YTD: 94 vs 143 (-34%)
• Buybacks YTD: $0 vs $2.25B
• Lot 20 costs now exceed contract funding
Lockheed is bankrolling the Pentagon's jets.
Does the 850-jet deal fix that?
clearank.com/stock/lmt/
$HON hid a warning inside its beat-and-raise.
Q3 release: "industry-wide meter deployment deferrals in utilities."
Sensing grew double digits. Meters ate it.
Pro take: utilities are triaging capex. Grid and power first, meters later.
Who's next?
clearank.com/stock/honeywell…
Abbott's crown jewel is growing single-digit. 🩸
$ABT Q3 CGM sales: +7.7% comparable.
That's barely faster than the whole company (+7.0%).
GAAP EPS $0.53 vs adj. $1.42.
Pro take: lose the growth premium, lose the multiple.
Can Libre Duo reignite it?
clearank.com/stock/abbott-la…
$ELV's guide raise has a catch.
FY26 adj. EPS guide: $29+
Its own "earnings baseline": $26.75
The ~$2.25 gap? One-offs, per its own footnote.
Q3 net investment income: +66% YoY
Core Health Benefits margin: 1.0% vs 1.4%
Beat, or bonus?
clearank.com/stock/elv-stock…
Supermicro didn't beat. It blew the doors off.
$SMCI prelim Q1: $18.5–19.5B revenue vs a $14.5–15.5B guide.
Gross-profit math from the 8-K:
~$2.33B at midpoint vs ~$1.59B implied by guidance. +46%.
Margin AND volume. Rare combo.
Who's buying?
clearank.com/stock/super-mic…
$ISRG beat. The stock is down ~11% after hours.
Revenue $3.05B (+22%). Adj. EPS $3.00 vs $2.40.
But the 2026 procedure growth guide: 14–15%, now "closer to the midpoint," plus a $450M antitrust charge.
Is the growth ceiling showing?
clearank.com/stock/intuitive…
Abbott just got Cologuard cleared for Europe. Nobody noticed.
EU CE Mark for Cologuard Plus.
95% cancer sensitivity.
Only 42% of eligible Europeans screen.
Catch: Europe runs on cheap FIT kits. Rollout hinges on reimbursement.
$ABT is red. Mispriced?
clearank.com/stock/abbott-la…