Market Updates: 🔸 American Eagle ( $AEO) adds 50M shares to buyback; Q4 revs $1.6B (est. $1.6B); Q1 off to slow start; sees FY25 revs declining low-single digits (est. +2.97%). 🔸 Calavo Growers ( $CVGW) Q1 adj. EPS $0.33 (est. $0.29); revs +21% y/y to $154.39M (est. $161.55M); says Mexico tariffs won’t significantly impact operations. 🔸 Tesla ( $TSLA) partners with Baidu ( $BIDU) to enhance ADAS in China (Reuters). 🔸 Adobe ( $ADBE) Q1 adj. EPS $5.08 (est. $4.97), revs $5.71B (est. $5.66B); reaffirms FY25 targets; Q2 revs guidance $5.77B-$5.82B (est. $5.8B). 🔸 Intel ( $INTC) appoints Lip-Bu Tan as CEO, replacing interim co-CEOs. 🔸 SentinelOne ( $S) Q4 EPS (-$0.22) (est. -$0.21); revs +29% y/y to $225.5M (est. $222.33M); FY26 revs guidance $1.007B-$1.012B (est. $1.03B). 🔸 UiPath ( $PATH) Q4 adj. EPS $0.26 (est. $0.20); revs +4.5% y/y to $423.6M (est. $424.9M); Q1 revs guidance $330M-$335M (est. $367.4M). 🔸 Marvell ( $MRVL) files mixed securities shelf. 🔸 Microsoft ( $MSFT) upgraded to Buy from Neutral at DA Davidson. 🔸 Phreesia ( $PHR) Q4 EPS (-$0.11) (est. $0.11); revs $109.7M (est. $108.9M); maintains FY26 revs $472M-$482M, adj. EBITDA outlook. 🔸 Dentsply Sirona ( $XRAY) downgraded to Hold from Buy at Needham. 🔸 Berry ( $BRY) Q4 adj. EPS $0.21 (est. $0.15), revs $187.79M (est. $173M); Q4 production +5% QoQ, +1% YoY; FY25 production 24.8-26 MBoe/d (93% oil); capex $110M-$120M. 🔸 Cummins ( $CMI), Paccar (PCAR) shares down as EPA moves to reverse EV rules; Jefferies sees downside risk if 2027 prebuy doesn’t happen. 🔸 Freight Car ( $RAIL) Q4 revs $137.7M (est. $152.02M); sees FY25 railcar deliveries 4,500-4,900, revs $530M-$595M; Q4 gross margin 15.3% (vs. 9.6% y/y). 🔸 Murphy Oil ( $MUR) acquires FPSO vessels in Gulf of Mexico; cuts annual costs by $60M, reaffirms 2025 capex. 🔸 Sunnova ( $NOVA) exploring restructuring, possible bankruptcy; holds $8.5B in debt (WSJ).

pay attention to $RAIL

$RAIL is one of the most underrated project in web3 right now. @RAILGUN_Project shares 52% of revenue from treasury with stakers. more than 90% of the $RAIL supply is staked right now. They got @VitalikButerin as an active user. DCG bought $10M worth $RAIL in Jan 2022 from open market. Community backed project with growing usage. making more monthly fees than $APT $SEI and many other billion dollar projects.. Past 6 months avg for $RAIL fees is around $200K every month. $RAIL is trading below $50M market cap, fully vested. while other Privacy focused infra projects are raising at billion dollar valuations. repricing imminent, sooner or later. P.s: I've bought some $RAIL, and thought should reshare this alpha with you. track fundamental growth: https://t.co/eX0P1TZcP3 don't ape blindly.. its going to be slow mover at start untill it get the attention.

One of the most experienced VC Fund Digital Currency Group had two major privacy bets in the past two cycles: Zcash and Horizen. Zcash did 22x in the 2016-17 bull cycle. Horizen did 33x in the 2020-21 bull cycle. Horizen was a step ahead of Zcash in terms of privacy tech and usability. The alpha here: DCG took another privacy bet at the end of 2021 on a privacy-focused coin that supports confidential transactions, and Vitalik is an active user. They have a yield-sharing governance token, and the protocol is generating around $30K in weekly fees with fewer than 20 active users. Just imagine the potential when the protocol starts getting bridge-level adoption. Across is doing 15K daily active users - huge potential. Most of the people using that privacy-focused protocol are moving large sums of money in a private manner, around $12M every week from 120 weekly active users, averaging around $100K per user - loved by users. They are also going to allow DeFi-based private transactions, as their DAO passed a recent proposal on integrating smart wallets - bullish catalyst. The project is also sharing 2% of the DAO revenue with governance token holders in $DAI, $RAIL, and $ETH - great utility. The project's name is @RAILGUN_Project, and the token name is $RAIL. It's trading below $70M FDV - easy 10x from here once it gets the right attention. Additionally, DCG bought $10M worth of $RAIL from the open market at an average price of $2.5M, based on unusual volume detected on December 31, 2022. They announced the investment publicly too, which you can check here: https://t.co/ehDkTdMxBo