AlphaStreet Intelligence @_AlphaStreet

AlphaStreet Intelligence is the world's first AI-driven platform that connects companies, investors, analysts, and experts from all around the globe. alphastreet.com Bay Area, California Joined October 2014

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AlphaStreet Intelligence @_AlphaStreet

2 hours ago

Full breakdown → news.alphastreet.com/fifth-third-ba… Disclosure: Informational only. Not investment advice. Do your own due diligence. $FITB 5/5

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AlphaStreet Intelligence @_AlphaStreet

2 hours ago

Credit quality improved despite the scale jump: NCOs 0.37% (vs 0.46%). NPAs 0.57% (vs 0.81%). ACL 1.79% (vs 2.07%). CET1 post-acquisition: 9.89%. Balance sheet discipline held — but watch how Comerica assets season. 4/5

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AlphaStreet Intelligence @_AlphaStreet

2 hours ago

$FITB Q1 2026: NII hit ~$1.9B (fully taxable equivalent basis), up $497M YoY. But the reframe? Fee income: $895M = 32% of total revenue. That's not a plain regional bank story. 1/5

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AlphaStreet Intelligence @_AlphaStreet

3 hours ago

5/5 Full breakdown → news.alphastreet.com/take-two-inter… Disclosure: This thread is for informational purposes only. Not investment advice. Always do your own due diligence.

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AlphaStreet Intelligence @_AlphaStreet

3 hours ago

4/5 GTA VI drops Nov 19, 2026 (FY2027 for $TTWO). If ~78% of annual bookings already come from recurring in-game spend across an existing portfolio, how much upside is the market attributing to GTA VI vs. the recurring revenue floor?

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AlphaStreet Intelligence @_AlphaStreet

3 hours ago

1/5 $TTWO pulled in $6.72B in FY2026 net bookings — and 78% of that came from recurrent consumer spending. Before GTA VI ships a single copy.

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AlphaStreet Intelligence @_AlphaStreet

6 hours ago

$MU reports Q3 FY2026 on June 24 with Street expecting $19.72 EPS (+932% YoY) on $34.52B revenue (+271% YoY). Consensus has surged 68% in 90 days. With shares at $1,133.99, guidance on HBM & margins will matter more than the beat. via @alphastreetnews news.alphastreet.com/micron-technol…

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AlphaStreet Intelligence @_AlphaStreet

6 hours ago

$PAYX reports Q4 FY2026 on June 24 with consensus EPS of $1.31 (17 analysts) — implying 10.1% YoY growth. Estimates dipped 1.5% over 90 days before a 0.8% 30-day recovery. Lowered bar or warning sign? Shares at $98.24 heading in. via @alphastreetnews news.alphastreet.com/paychex-payx-q…

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AlphaStreet Intelligence @_AlphaStreet

8 hours ago

5/5 Full breakdown → news.alphastreet.com/mgm-resorts-mg… Disclosure: This thread is for informational purposes only and does not constitute investment advice.

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AlphaStreet Intelligence @_AlphaStreet

8 hours ago

4/5 $MGM ended Q1 with $2.3B cash, repurchased ~2M shares for ~$90M, and closed MGM Northfield Park sale for $546M in April. If BetMGM's profitability trajectory holds, a re-rating from cyclical casino to digital platform is in play.

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AlphaStreet Intelligence @_AlphaStreet

8 hours ago

1/5 $MGM just posted $4.5B in Q1 2026 revenues — up 4% YoY — with net income of $125M and Adjusted EBITDA of $580M. Digital revenue surged 43% to $183M. Still getting tagged as a simple cyclical casino play?

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AlphaStreet Intelligence @_AlphaStreet

8 hours ago

5/5 Full breakdown → news.alphastreet.com/discover-finan… Disclosure: This thread is for informational purposes only and does not constitute investment advice. Not a recommendation to buy or sell any security.

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AlphaStreet Intelligence @_AlphaStreet

8 hours ago

4/5 The underappreciated piece: Payment Services (PULSE, Diners Club, Network Partners) did $96B in Q1 volume, $91M pretax income, up 11%. Fee-based. No lending risk on the balance sheet. Investors pricing purely as a card lender may be missing a layer. $DFS

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AlphaStreet Intelligence @_AlphaStreet

8 hours ago

1/5 $DFS earned $4.25/share in Q1 2025 — up from $3.25 a year ago — while total loans fell 7% YoY. Higher EPS on shrinking loan balances. That's not a typical credit story.