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Graded daily on value B, growth D-, profitability B, momentum B+, revisions B. Sector-relative, identical for every user.
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Key events, in time order
Post-earnings market move; accelerating user growth and upbeat 2026 outlook lift sentiment
Director William Gordon sold 10,000 shares at $136.38 on Nov 2
Institutional investor trims position while valuation metric indicates potential undervaluation, reflecting divergence between institutional action and value assessment
Lawsuit alleges executives hid monetization and AI efforts that drove away customers, posing regulatory and governance risk
Company announcement confirms earnings date, market awaits results
Support at 80-day MA; high short interest/float ratio draws attention
New subscribers no longer see Max; shift in monetization strategy seen as positive for users and investors
CEO fireside chat on Sept 9; routine investor event, no new financials
Analyst raises '27/'28 EPS estimates, cites product improvements and strong DAU trends
Internal screen accidentally shown during investor meeting reveals Aug 17 DAU up 27.4% YoY, drawing market attention
Shares fell nearly 8% as investors took profits after Thursday's gains, with broader risk-off sentiment weighing
Company announcement confirms acquisition to boost creative capabilities for engaging learning experiences
Former Citi CFO and Ellevest founder joins audit committee, bolstering governance
Q2 EPS $0.66 beat; DAU +23% YoY; Q3 revenue guide miss sent stock down 15%
Q2 DAU同比增长23%，较Q1加速，略超预期；Q3开局势头良好。
Multiple independent X accounts confirm earnings week, but no new facts, just repetition of recorded event
Institutional investor quarterly position change, reflecting capital adjustment
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice