Notes
3月12日热门代币TOP5
热门代币一 $BTC
热门代币二 $BYD$BYD 代币成为热点主要源于其项目 Beyond 精准切入比特币生态当前的核心痛点——互操作性。项目旨在作为原生 BTC L1 互操作协议,连接 BRC-20、Runes 等内部资产与 LayerZero 覆盖的 140+ 条外部链,试图将外部流动性引入比特币。其极低的初始估值(500万 FDV)、与 LayerZero、OKX 等知名平台的深度合作,以及团队 0 初始分配的社区驱动模式,共同构成了强大的市场关注点。此外,即将到来的 Echoports Mint 活动也直接刺激了短期热度。
热门代币二 $BYD
热门代币三 $ETH今天$ETH成为热点主要源于其现货ETF转为净流入,显示出市场情绪有所回暖,尤其是富达投资者的买入行为带来了积极信号。尽管整体流入力度仍不及$BTC,且传统投资者兴趣相对较低,但这一变化结合了市场对以太坊技术进展和生态活动的持续关注,共同推动了代币的讨论热度。
热门代币三 $ETH
热门代币四 $OWL根据推文分析,$OWL 今天成为热点主要源于其作为高价值空投的一部分,引发了市场关注。推文中用户分享了2026年的空投收益汇总,其中 $OWL 获得了 +$600 的收益,虽然金额不是最高,但作为整体高收益空投组合中的一员,吸引了投资者对潜在空投机会和代币价值的讨论。这种社区驱动的收益展示,结合“每月收益超过1万美元”的吸引力,刺激了市场对 $OWL 及相关空投项目的兴趣,推动了交易活跃度和话题热度。
热门代币四 $OWL
热门代币五 $AVNT根据推文数据,$AVNT 今天成为热点的主要原因是其空投回报异常突出。在用户列出的多个项目空投收益中,$AVNT 的空投收益高达 +$12,000,远超过其他代币,这直接引发了市场的强烈关注和讨论。高额的空投收益不仅显示了项目方可能在进行大规模的市场激励活动,也刺激了短期交易需求和FOMO情绪,导致代币的交易活跃度和市场热度急剧上升。
热门代币五 $AVNT

玩了这么久 Ordinals,大家发现没?标准太多(BRC-20/Runes)反而是阻碍。
Beyond (@beyond__tech) 出来的正是时候,它要在 L1 内部解决碎片化,让资产在不同标准间自由流动。
它不是那种蹭热度的跨链桥,而是跟 LayerZero 合作的三向路由。
如果你相信 BTC 会成为多链流动性的枢纽,那 Beyond 就是那个必经的收费站。
⚠️ 别错过明天的 Echoports 铸造:
发行平台: Ordinals 原生(5,555 枚)
铸造价格: 0.000999 BTC
权益: 锁定 10% 的 $BYD 供应量 + 1.2x 到 3x 的积分加成。
很多项目 NFT 只是文化资产,Echoports 更像是协议股权模型。
一旦 4 月主网上线,$BYD 的价值就会回归。明天的 Mint 是目前唯一的低成本入场机会,建议定好闹钟。
#Bitcoin #Beyond #Ordinals

别在那些 PUA 严重的 L2 里卷了,看看 Beyond(@beyond__tech) 这种纯社区驱动的基建。
这项目思路很清爽:别把 BTC 带走,要把外部流动性引进来。
合作伙伴名单里全是狠角色:LayerZero 深度绑定,OKX、Magic Eden、Hyperliquid 都入场了。最离谱的是团队初始 0 分配,这诚意在现在的币圈少见。
🔥 重点关注明天的 Echoports Mint:
时间: 2026 年 3 月 12 日
价格: 0.000999 BTC
为什么建议: 它是获取 $BYD 代币分配的唯一入口。
$BYD 分配是写死在协议里的,交易所没份额,白名单也没额度,只有 NFT 持有者有。
一共 5 个等级,如果你运气好开出 Maestro 等级,直接 3 倍加成。这种原始股级别的基建,0.000999 BTC 一个感兴趣的可以关注一下,DYOR。
#Bitcoin #Beyond #Ordinals
3月11日热门代币TOP5
热门代币一 $BTC
热门代币二 $ETH从推文来看,$ETH 今天成为热点主要源于市场对其相对疲软表现的关注和讨论。尽管整体市场有上涨趋势,但 $ETH 在现货ETF资金持续净流出,与传统投资者更青睐 $BTC 形成对比,引发社区对其短期动力不足的担忧。同时,市场注意力从其他话题(如AI)回归主流币种,交易者期待 $ETH 能跟随 $BTC 上涨,但资金流向数据不佳反而加剧了讨论热度,使其成为焦点。
热门代币二 $ETH
热门代币三 $BYD$BYD 今日成为热点主要源于市场对其技术前景和估值潜力的关注。代币背后的 Beyond 项目提出了创新的 BTC 原生互操作方案 Echoports,旨在解决比特币生态跨链碎片化问题,且基于 LayerZero 并拥有 200 多个合作伙伴背书。尽管主网预计 2026 年上线,但其当前完全稀释估值仅 500 万美元,被社区认为估值偏低,叠加比特币生态基础设施叙事的热度,吸引了早期投资者的目光。
热门代币三 $BYD
热门代币四 $CRCL$CRCL 今日成为热点主要源于强劲的市场表现与积极的基本面推动。其价格已突破118美元,过去一个月涨幅达86%,并获得券商Bernstein给出190美元目标价及“跑赢大盘”评级,提振市场信心。背后项目Circle股价同步上涨,Q4营收同比大增77%,USDC用户增长与AI支付场景扩张构成增长双引擎。此外,市值较主流稳定币仍有空间,资金关注度高,技术进展与生态扩张预期共同催化了本轮独立于大盘的上涨行情。
热门代币四 $CRCL
热门代币五 $MEZO$MEZO 今天成为热点主要源于其红包活动的参与数据引发了市场对空投分配不均的预期。数据显示,仅有约10%的用户达到Level 4及以上,这部分用户将获得Phase II大部分空投,而Level 8用户仅19人,表明早期深度参与者可能获得极高回报。这种稀缺性激发了市场对代币未来价值的关注,推动了交易讨论和潜在买盘兴趣。
热门代币五 $MEZO

拿到了 @beyond__tech 的3个WL
简单复盘一下逻辑:
很多项目喜欢搞花哨的封装,Beyond 走的路径更硬核——直接在 BTC L1 上做原生互操作
BTC、BRC-20、Runes 打通 ETH 和 SOL,这才是把 1 万亿价值资产盘活的正确姿势
估值方面更有诚意
TGE FDV 才 500 万
大家对比下现在市面上动辄过亿 FDV 的项目,这给了早期参与者非常好的安全边际
团队没自留代币,30% 给社区,10% 给 NFT 持有者,这就是在跟早期玩家共赢,不像某些项目单纯在割
关键的 Echoports NFT,这东西就是协议的“杠杆”。从 Inferno 到 Maestro,分层赋能直接挂钩 $BYD 的分配加成(1.2x - 3x)
想在早期拿筹码,这张卡是硬门槛
参与规则:
1️⃣ 关注 @ccjing_eth & @beyond__tech
2️⃣ 点赞 + 转推
3️⃣ 评论区聊聊:你觉得 BTC 的流动性难题,未来几年该怎么破?
选 3 位观点最硬核的,私信发 WL
BTC 生态在洗牌,别做只会盯着盘面的看客。DYOR
#Bitcoin #BRC20 #Runes #BeyondTech #Echoports #Alpha

The design from @beyond__tech stands out because it keeps the token simple and fully tied to the protocol.
$BYD brings fixed supply, yield from bridge fees, and a unified role in governance and security.
Most of the supply goes to users while the team earns only through buybacks linked to network growth.
It’s a clean model where value flows to the people actually driving the system forward.


Beyond Camapign ends in 4 days!
@beyond__tech is the first interoperability layer for BTC uniting liquidity, users, and protocols, in one ecosystem
$BYD sale is around the corner, get ready!

I’ve been looking into interoperability and @beyond__tech stands out immediately.
It links BRC20s, Runes, and Taproot assets to many chains through bBTC, LayerZero messaging, and unified infra.
If execution and security hold, it becomes a true bridge between Bitcoin and wider crypto.
This feels like Bitcoin’s first real utility moment powered by $BYD.

◢ @beyond__tech is addressing Bitcoin bridge security by replacing custodians with a decentralized Guardian Network reinforced by LayerZero.
Guardians verify cross chain transfers, protect native BTC, BRC20s, and Runes, and avoid the risks found in wrappers and multisigs.
The system is audited, economically aligned, and built to ensure validators act honestly while keeping assets secure.
This turns BTC interoperability into a reliable financial layer backed by a 2 percent $BYD allocation for Epoch 1 contributors.

We can now estimate rewards for @beyond__tech using the 210M $BYD supply and the 4.2M tokens in Epoch 1.
Those tokens go to the top 125 plus 25 random users.
With an FDV between ten and one hundred million, rewards range from about one point three K to thirteen K per creator.
Mainnet is close and Epoch 1 ends in ten days, so a December TGE feels possible.

Staking $BYD goes beyond yield it’s taking ownership in the system itself.
Active stakers directly strengthen the network’s speed and security while earning a true share of protocol activity along with daily ETH rewards.
Governance and custody remain fully yours.
And as the network expands and processes more bridge transactions, reward flow scales with it.
@beyond__tech represents ownership becoming active infrastructure.

You might not want to miss the @beyond__tech campaign as it focuses on real cross chain BTC interoperability.
It connects Bitcoin assets to over eighty chains with a clean and scalable bridge design.
The first campaign gives 2 percent of the $BYD supply to the top one hundred twenty five plus twenty five random users.
With full unlock at TGE and only one hundred fifty winners, the allocation looks very strong.

A lot of chances to earn on @wallchain
A lot of projects to chose 👀 each project is special in their own ways 💚
Find your favorites Quack and climb 💚 you will be thankfull in the future
I’m really happy to hear a lot of buzz about @beyond__tech. But there’s one important thing we shouldn’t miss when talking about @beyond__tech
⭐ When the Beyond app launches, to get Beta access, we need to go to their website now and connect our wallet to register.
✨ If you haven’t done it yet, don’t forget to go to the link and connect your wallet 👉 https://t.co/zyF0cNcQe9
I connected both my EVM and BTC wallets to the site and started waiting for Beta access ✅
⭐ I’ve reached #183 on the @wallchain Leaderboard. My goal is top 100, so I’ll keep shouting out $BYD and Quack louder 💪
🚨 Bitcoin memecoins soon on BNB Chain, through @beyond__tech ( $BYD ) 🔥💪
🔶 The heart of Bitcoin has always been culture and memes are its loudest language
🔶 Now that culture is crossing chains
⚡️ Beyond bridges Bitcoin native tokens (BRC-20, Runes & more) to BNB Chain, where liquidity moves fast and communities thrive
🔗 Bitcoin provenance meets BNB Chain velocity
⭐ Join the Beta whitelist today 👉 https://t.co/BNJpgtMYQ2

🚀 Beyond ( $BYD ) is building the first true interoperability layer for Bitcoin a bridge that connects users, protocols, and liquidity just like LayerZero did for Ethereum
✨ The upcoming dual phase sale gives everyone a fair way to join early:
🔸 Phase I: Launchpad sale for active community members (based on leaderboard + contributions)
🔸 Phase II: Echoports Ordinals, special NFTs that unlock extra rewards & token airdrops
🌟 No hype. No inflated valuations. @beyond__tech focuses on aligned ownership, holders, builders, and the community growing together 🤜🤛
🌟 Fair launch 🔥 Real utility 💪 Bitcoin at the center of Web3 👊

Are you grinding with @beyond__tech? 💚
It's the biggest drop on wallchain, and porbaly the most hyped one, it's worth trying 💚
How to rise?
Be a reply guy, be consistent and create quaility content 💚
Quacking will be worth it. 🦆🦆
This is the biggest and hardest campagin on wallchain for sure
It's @beyond__tech 🔥 Beyond brings $ETH, $SOL, USDT, and more into the Bitcoin ecosystem real cross-chain freedom.
2% of $BYD Supply
For Top 125 + 25 random from 126 to 500
I am 229 place rn. Time to Quack hard

10.31 饼子热点信息整理
1⃣:比特币白皮书 17 周年
今日是中本聪于 2008 年 10 月 31 日发布比特币白皮书 17 周年。(OKX @okxchinese 为庆祝该节日,抽取 17 个双肩包周边活动,在其评论区互动自己与BTC的故事,即可参与抽奖)
https://t.co/BVUfhjkjVM
2⃣:Flashnet Spark 维护升级中
@flashnet 发文称,因 Spark 出现问题将继续维护,暂不开放交易,团队正加紧修复并承诺提前通知具体的上线时间。(早上开了一会就G了)
https://t.co/anheMeu5Qp
3⃣:Spark 流量暴涨紧急扩容中
@spark 公布每小时请求量破 1 亿次,因用户激增导致系统卡顿,团队正紧急扩容。
https://t.co/9uOABl7Nb5
4⃣:Spark 文档更新
@lightspark 宣布其比特币 Spark 网络更新开发文档,新增集成指南、API 示例与参考资料,使构建基于 Lightning 的支付应用更简便。
https://t.co/R8trZR6owX
5⃣:SatGo 即将支持 BTKN 代币交易
@SatGoBTC 宣布,用户很快可在SatGo应用中部署和交易BTKN代币。并附带15秒视频演示简易购买界面。
https://t.co/zmZk5meyrY
6⃣:UTXOfun 平台将优化用户体验
@utxofun 称其平台现已聚合所有流动性池,支持包括 @luminexio 池在内的任意代币直接交易。同时表示,将在未来几天推出多项优化,包括 UI/UX 改进、代币发现功能、钱包集成、图表交易工具及奖励机制,优先确保用户体验。
https://t.co/YtXq2kXyf3
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今日头部符文代币对比昨日行情
❯ $DOG 下跌 -0.60%,市值 1.66 亿美元
❯ $MIM 上涨 +6.63%,市值 0.177 亿美元
❯ $PUPS 下跌 -1.19%,市值 0.083 亿美元
❯ $LOBO 上涨 +5.56%,市值 0.057 亿美元
❯ $BILLY 上涨 +2.50%,市值 0.041 亿美元
❯ $GIZMO 下跌 -4.35%,市值 0.022 亿美元
❯ $RSIC 上涨 +%,市值 0.022 亿美元
----------------
◉◉◉
今日头部 BRC20 代币对比昨日行情
❯ $ORDI 下跌 -0.10%,市值 0.988 亿美元
❯ $SATS 上涨 +2.40%,市值 0.469 亿美元
❯ $RATS 上涨 +2.51%,市值 0.327 亿美元
❯ $PIZZA 下跌 -8.33%,市值 0.022 亿美元
----------------
就这些吧~
今天基本就只有 Spark 的热点,目前饼子生态除了 Spark 有些热度,其他基本没啥声音了。
事情忙下 发迟了,明天停更一天,老表结婚,要去帮忙打团接亲~
#Bitcoin #Ordinals #Runes #BRC20

🚨 New alpha $BYD 👇
🟧 @beyond__tech the first interoperability layer built on and for Bitcoin L1.
✨ Beyond ( $BYD ) makes Bitcoin fully compatible with Web3 connecting BTC’s native layers, token standards, and 70+ blockchains into one seamless network.
🔸 Bridges BTC,
🚨 New alpha $BYD 👇
🟧 @beyond__tech the first interoperability layer built on and for Bitcoin L1.
✨ Beyond ( $BYD ) makes Bitcoin fully compatible with Web3 connecting BTC’s native layers, token standards, and 70+ blockchains into one seamless network.
🔸 Bridges BTC, BRC-20s, Runes, and Ordinals
🔸 Brings USDT, ETH, SOL directly to Bitcoin L1
🔸 Uses OFT technology (like LayerZero) for secure, fast cross chain transfers
🔸 Audited by Zokyo (same team that audited LayerZero)
🔸 Backed by Animoca Brands, BitGo, vVv, IBC, Cicada & 200+ partners
🎯 Mission: Turn Bitcoin from a passive store of value into the core liquidity layer of Web3.
🔶 64% of total supply goes to community & growth
🔶 4% available via the @wallchain campaign
🔶 All rewards 100% unlocked at TGE no vesting, no cliff
⭐ Beyond is the missing layer that finally connects Bitcoin to the world.
🌟 Mainnet Q4 2025 ⚡
10.30 饼子热点信息整理
1⃣:Spark AMM 重启时间
@flashnet 工程主管 @summraznboi 发文称,经过数小时严格测试,@spark 与 @flashnet 平台间的最后集成问题已解决,且未发现新 bug。预计北京时间 10 月 31 日早上 6 点重启 AMM。
https://t.co/AwZiMZ5NVd
2⃣:季节性符文即将登场
@hellmoneypod 博客发布新一期节目,内容涵盖 Travis Kelce 与 Taylor Swift 热点、比特币收益与策略衍生品如 $PNKSTR、$PIZZA Strategy,以及 Great Script Restoration 提案与 季节性符文 新动向,最后讨论 Ordinals satscards 与 Sora AI。
https://t.co/LXCVpqU7xd
3⃣:AkitaMia 合集进展
@AkitaMiabtc_ 宣布接下来一周内将启动 Akita Mia 代币空投,官网将开放验证界面,支持 Xverse、MagicEden、Unisat、OKX 钱包,多钱包可验证。提交 Spark 地址后由 BitBit 发放,若注册后卖出 NFT 将失去资格。
https://t.co/x7VFgarODM
4⃣:Arch Network 推出比特币原生预言机集成
@ArchNtwrk 宣布其借贷平台 Autara Finance 集成 Chaos 价格预言机,为 BTC、Ordinals、Runes 提供高频实时价格数据,提升清算与风控精度,强化比特币 DeFi 基础设施。
https://t.co/EckpfWKL8t
5⃣: $PUPS 概念源自 Cobie
@FarmerJoe0x 转发一张截图并调侃到, $PUPS 概念由加密播客主 @cobie 提出,设定为 1 BTC 兑换 1 亿 PUPS,用于放大比特币敞口,并可跨链至以太坊交易。
https://t.co/0mTFFgGaLJ
6⃣:Satonspark 市场可正常挂单交易
@satonspark 钱包发文称,在 Spark 网络 AMM 维护期间,其挂单交易市场现已开放了从发射台中,并已成功发射的代币资产,不受 @flashnet 更新影响。
https://t.co/LIdhGJzNAi
7⃣:SatGo 推出 Spark 电报 Bot
@SatGoBTC 推出 Telegram 机器人 SatGoSparkBot,可实时查询 Spark 代币数据。该工具体现社区自主开发力量,助推比特币生态去中心化与用户活跃度提升。
https://t.co/kJlssNZezc
8⃣:Ordinals 结构化属性将上线
@lifofifo 预告称,Ordinals下一版本或将引入结构化属性。铭/符文 创始人 @rodarmor 通过 PR 4424 添加了“title”属性,允许铭文和画廊项目在链上存储可验证元数据,减少对链下 JSON 的依赖,增强去中心化和权限自由的展示功能。
https://t.co/Cwh1msiNAP
9⃣:Beyond 推出 Mindshare 排行榜
比特跨链桥 @beyond__tech 启动 Mindshare Leaderboard,用户发布优质推特内容可获 $BYD 奖励并优先参与代币发售。前 125 名及 126–500 名随机 25 位可全额领取奖励,推动社区活跃。(就是嘴撸)
https://t.co/NxTbelf5r6
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今日头部符文代币对比昨日行情
❯ $DOG 下跌 -4.02%,市值 1.67 亿美元
❯ $MIM 下跌 -9.78%,市值 0.166 亿美元
❯ $PUPS 下跌 -4.55%,市值 0.084 亿美元
❯ $LOBO 下跌 -5.26%,市值 0.054 亿美元
❯ $BILLY 上涨 +0%,市值 0.04 亿美元
❯ $GIZMO 下跌 -11.54%,市值 0.023 亿美元
❯ $RSIC 下跌 -8.33%,市值 0.022 亿美元
----------------
◉◉◉
今日头部 BRC20 代币对比昨日行情
❯ $ORDI 下跌 -10.09%,市值 0.989 亿美元
❯ $SATS 下跌 -8.22%,市值 0.458 亿美元
❯ $RATS 上涨 +4.25%,市值 0.319 亿美元
❯ $PIZZA 上涨 +4.35%,市值 0.024 亿美元
----------------
就这些吧~
枯的一天!明天早起看看 Spark 能不能开。
#Bitcoin #Ordinals #Runes #BRC20

Beyond is a native #Bitcoin L1 protocol that securely connects all Bitcoin solutions in an increasingly hyper-Bitcoinized world.
4% of @beyond__tech supply reserved for @wallchain quackers.
Reward pool will be distributed across 2 epoches and among top 125 quackers. $BYD allocations will be fully unlocked at TGE.
1st epoch will run for 40 days. We are very early.
> Mainnet launching Q4 2025
> 200+ partners onboarded pre launch
> Backed by Animoca Brands, BitGo, Cicada, vVv and IBC
Pivot to @beyond__tech

MORNING BID
Amazon ( $AMZN):
🔸 Q4 EPS: $1.86 (Est. $1.49)
🔸 Operating Income: $21.2B (Est. $19.145B)
🔸 Sales: $187.8B (Est. $187.299B)
Q1 Guidance:
🔸 Sales $151-155B (Est. $158.45B)
🔸 Operating Income $14-18B (Est. $18.347B)
🔸 AWS Sales: $107.6B
Tesla ( $TSLA):
🔸 China EV Sales in Jan: 63,238 units (-11.5% YoY, -32.6% MoM)
🔸 BYD Sales: 296,446 units (+47.5% YoY, -41.8% MoM)
Boyd Gaming ( $BYD):
🔸 Q4 Adjusted EPS: $1.96 (Est. $1.79)
🔸 Revenue: $1.04B (Est. $1B)
🔸 Strong growth in Online segment
Elf Beauty ( $ELF):
🔸 Q3 Adjusted EPS: $0.74 (Est. $0.76)
🔸 Revenue: $355.3M (Est. $330.39M)
🔸 FY25 Guidance:
🔸 EPS $3.27-$3.32 (from $3.47-$3.53)
🔸 Sales $1.3B-$1.31B (from $1.315B-$1.335B)
Expedia ( $EXPE):
🔸 Q4 Adjusted EPS: $2.39 (Est. $2.04)
🔸 Adjusted EBITDA: $643M (Est. $570.9M)
🔸 Revenue: $3.184B (Est. $3.07B)
🔸 Gross Bookings: $24.422B
🔸 Dividend reinstated
Mohawk Industries ( $MHK):
🔸 Q4 Adjusted EPS: $1.95 (Est. $1.85)
🔸 Revenue: $2.64B (Est. $2.54B)
🔸 Global Ceramic Sales: +1.5% reported, Flooring ROW Sales: -2.1% reported
🔸 Hurricane impact: ~$10M
Nikola ( $NKLA):
🔸 Shares decline on reports of potential sale, restructuring, or bankruptcy
Skechers ( $SKX):
🔸 Q4 EPS: $0.65 (Est. $0.75)
🔸 Sales: $2.212B (Est. $2.22B)
🔸 Q1 Guidance: Sales $2.4-2.43B (Est. $2.486B), EPS $1.10-1.15 (Est. $1.55)
Bill Holdings ( $BILL):
🔸 Q2 Adj EPS: $0.56 (Est. $0.47)
🔸 Revenue: $362.6M (+14% YoY, Est. $359.99M)
🔸 Q3 Guidance: EPS $0.35-$0.38 (Est. $0.34)
🔸 Revenue $352.5M-$357.5M (Est. $360.37M)
Cloudflare ( $NET):
🔸 Q4 Adj EPS: $0.19 (Est. $0.18)
🔸 Revenue: $459.9M (Est. $452.12M)
🔸 Added 55 customers spending >$1M/year in 2024
🔸 FY25 Guidance: Adj EPS $0.79-$0.80 (Est. $0.85), Revenue $2.09B-$2.094B (Est. $2.1B)
GoPro ( $GPRO):
🔸 Q4 Adj EPS: -$0.09 (Est. -$0.12)
🔸 Revenue: $200.88M (Est. $196.5M)
🔸 Q1 Guidance: EPS loss -$0.13 to -$0.03 (Est. -$0.08)
🔸 Revenue $115M-$135M (Est. $136.25M)
🔸 Gross Margin ~35%
Fortinet ( $FTNT):
🔸 Q4 EPS: $0.74 (Est. $0.61)
🔸 Revenue: $1.66B (Est. $1.6B), Billings: $2B
🔸 Non-GAAP Op Margin: 39% (+720 bps YoY)
🔸 FY25 Guidance: EPS $2.41-$2.47 (Est. $2.42), Revenue $6.65B-$6.85B (Est. $6.63B)
Lumentum Holdings ( $LITE):
🔸 Q2 Adj EPS: $0.42 (Est. $0.36)
🔸 Revenue: $402.2M (Est. $389.76M), Adj Gross Margin: 32.3%, Adj Op Margin: 7.9%
🔸 Q3 Guidance: Revenue $410M-$425M (Est. $411.84M), Adj EPS $0.47-$0.53 (Est. $0.42)
Microchip Technology ( $MCHP):
🔸 Q3 EPS: $0.20 (Est. $0.28)
🔸 Revenue: $1.026B (Est. $1.05B)
🔸 Q4 Guidance: Non-GAAP EPS $0.05-$0.15 (Est. $0.27), Revenue $920M-$1.0B (Est. $1.05B)
🔸 FY25 Capex: ~$135M
Monolithic Power Systems ( $MPWR):
🔸 Q4 EPS: $4.09 (Est. $3.98)
🔸 Revenue: $621.67M (Est. $608.09M)
🔸 Q1 Guidance: Revenue $610M-$630M (Est. $584.38M), Gross Margin 55.4%-56%
🔸 Dividend increased
Netflix ( $NFLX):
🔸 Considering bid for Formula One’s U.S. TV rights
Onto Innovation ( $ONTO):
🔸 Q4 Adj EPS: $1.51 (Est. $1.41)
🔸 Revenue: $263.939M (Est. $260.5M), Gross Margin: 50%
🔸 Q1 Guidance: Revenue $260M-$274M (Est. $267.4M), Adj EPS $1.40-$1.54 (Est. $1.49)
Pinterest ( $PINS):
🔸 Q4 Adj EPS: $0.56 (Est. $0.65)
🔸 Adj EBITDA: $470.943M (Est. $444.6M), Revenue: $1.154B (Est. $1.139B)
🔸 Q1 Guidance: Revenue $837M-$852M (Est. $832.78M), Adj EBITDA $155M-$170M (Est. $140.75M)
Qualys Inc. ( $QLYS):
🔸 Q4 EPS: $1.60 (Est. $1.37)
🔸 Revenue: $159.2M (Est. $156.27M)
🔸 FY25 Guidance: Non-GAAP EPS $5.50-$5.90 (Est. $6.09), Revenue $645M-$657M (Est. $651.13M)
SS&C Technologies ( $SSNC):
🔸 Q4 Adj EPS: $1.58 (Est. $1.32)
🔸 Adj Op Income: $581.9M (Est. $569.2M), Adj Revenue: $1.5361B (Est. $1.483B)
🔸 FY Guidance: Adj Revenue $6.085B-$6.245B (Est. $6.159B), Adj EPS $5.64-$5.96 (Est. $5.75)
Synaptics ( $SYNA):
🔸 Q2 Adj EPS: $0.92 (Est. $0.86)
🔸 Revenue: $267.2M (Est. $265.6M), Gross Margin: 53.6%
🔸 Q3 Guidance: Revenue $250M-$280M (Est. $253.27M), Adj EPS $0.65-$1.05 (Est. $0.72)
Take-Two Interactive ( $TTWO):
🔸 Q3 EPS: -$0.71
🔸 Adj EBITDA: $88.8M, Revenue: $1.36B (Est. $1.39B)
🔸 Q4 Guidance: Revenue $1.52B-$1.62B (Est. $1.538B), Adj EBITDA $223M-$277M (Est. $327.92M)
ViaSat ( $VSAT):
🔸 Q3 EPS: $0.11 (Est. $0.05)
🔸 Revenue: $1.12B (Est. $1.13B)
🔸 On track for FY guidance; FY26 expects YoY revenue and Adj EBITDA growth, Capex ~$1.3B
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