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NEWS
Cramer… Rallied The Market

The market climbed on Tuesday as the tech world recovered, and fintech earnings came in strong. CNBC’s Jim Cramer rang the NYSE opening bell, leaving investors worried his touch would cause a crash. Despite his meme reputation, Cramer tends to know what he is talking about- it’s just easy to pull up his tweets later when a stock moves in the opposite direction, especially when you comment on stocks as much as Cramer does.

The “Inverse Cramer” ETF shut down last year after it had fallen 15%. 🔔 

Today's issue covers SoFi and Hims flying onto watchlists, Amazon’s tariff debacle, and more. 📰

Here’s the S&P 500 heatmap. 10 of 11 sectors closed green, with consumer discretionary (+0.71%) leading and energy (-0.29%) lagging.

And here are the closing prices: 

STOCKS
Top Stocks Stocktwits Users Watched 🐻 

Two stocks flew onto Stocktwits users’ watchlist Tuesday, and both moved on market news:

SoFi Technologies $SOFI: Digital bank fintech SoFi reported Q1 2025 revenue of $771.76 million, up 20% YoY and exceeding the $738.91 million estimate. Adjusted EPS grew 200% YoY to $0.06, beating forecasts of $0.03.

The company raised its full-year revenue guidance to $3.235–$3.310 billion and expects to add at least 2.8 million new members in 2025, reflecting strong momentum in member and product growth. The financial services segment grew 101% to $303M in the quarter.

"We have a massive opportunity in front of us, and we're putting our foot on the gas to ship new products and iterate on our current offerings," CEO Anthony Noto told Barron's.

Hims & Hers Health $HIMS: Healthtech wellness and pharmacy app Hims flew 23% Tuesday after big news about weight-loss drugs on the platform. Novo Nordisk announced partnerships with Hims & Hers, LifeMD, and Ro to expand access to its weight-loss drug Wegovy.

Patients can now obtain Wegovy through NovoCare Pharmacy for $499 per month, with telehealth platforms offering bundled services like clinical support and nutritional guidance. This initiative follows the resolution of Wegovy's supply shortages and aims to streamline access to FDA-approved treatments.

Hims was not looking good after one of their most profitable products- derivative weight-loss drugs— were suddenly off the menu.

Other Movers Moving As The Markets Closed

Starbucks reported adjusted EPS of $0.41, below estimates for $0.48, with revenue in line with estimates in the coffee maker’s second quarter results. Earnings fell 40% from a year ago, and revenue grew 3% to $8.8B. The roaster said same-store sales fell, and North American Transactions were down 4%.

Visa reported an adjusted EPS of $2.76, above estimates of $2.68. Revenue grew 11% to $9.6B, above estimates for $9.5B.

Snap reported a net loss of $(0.08)/share, on revenue of $1.363B. The social media app did a little better than a $0.13 loss. Still, net loss was $140 million, compared to $305 million in the prior year, representing a 42% decrease.

Super Micro Computer reported its unaudited results and cut its Q3 guidance, with a report (hopefully audited this time) due May 6th. The firm now sees Adj EPS from $0.29-$0.31, down from $0.46-$0.62, below estimates for $0.54.

The data center shelf maker also cut its Q3 sales outlook to $4.50 billion-$4.60 billion from a range of $5B-$6B. Analysts wanted $5.49 billion, and the stock tanked 16% after hours, and even pulled down stocks like $DELL ( ▼ 1.78% ) and even $NVDA ( ▼ 0.78% ).

Stocktwits users, unbothered, still rate the stock as ‘bullish.’ 🐂 

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