This Cloud-Based Monitoring Company is Being a "Good Boy" With Big Earnings

Think earnings acrobatics. This stock caught two frisbees midair with a beat and raise while the market tossed a steak.

Around it is a payments pro quietly compounding, a cult-fav AI rocket testing thin air, hotels tightening guidance, and a trading app surfing a crypto swell. Leash up, let’s sniff the setups.

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Corpay

Ticker: CPAY | Market Cap: $19.6B | Catalyst: Steady beats + payments flywheel (with a stablecoin kicker)

Another quarter of slight beats on sales and profit, plus double-digit organic growth—most of it from corporate payments. Management keeps pointing to partnerships (Circle, Mastercard) and a long runway, even after a rough year for the stock. It’s the boring good kind of story with automating more payables and taking more take-rate.

What to watch: Organic growth holding ~10%+, traction from recent deals, and any clearer path to that long-term corporate-payments target. If the guide creeps higher, the share slump can look overdone.

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Palantir

Ticker: PLTR | Total Assets: $415.1B | Catalyst: Big AI wins vs. big expectations

Another round of strong results, bigger deals, and higher margins—then a wobble because the bar was set on the moon. Classic “great company, spicy price” tension. If enterprises keep rolling pilots into full deployments, revenue per customer can keep climbing.

What to watch: New enterprise rollouts beyond gov, deal sizes, and margin discipline. If growth stays hot, valuation debates get muted; if not, the air gets thin up here.

Host Hotels & Resort

Ticker: HST | Market Cap: $11.9B | Catalyst: Outperformance and raised outlook

Massive earnings surprise, slight revenue beat, and a bump to full-year guidance. Resorts did heavy lifting (Maui especially), and the dividend yield is a comfy ~4%+ while you wait. Not flashy, just cashy.

What to watch: RevPAR trends into the holidays, margin cadence, and any asset sale chatter. If travel holds and costs cool in 2026, there’s room for the stock (and payout) to grind higher.

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Robinhood

Ticker: HOOD | Market Cap: $112.9B | Catalyst: Crypto rockets, profits follow

Crypto trading revenue tripled year-over-year; options and equities were no slouches either, pushing total revenue and earnings above estimates. New lines (Prediction Markets, Bitstamp) add fresh levers if volumes stay lively.

What to watch: Sustainability of crypto activity, conversion of new products into durable revenue, and any regulatory shoes waiting to drop. If churn stays low and users keep clicking, the flywheel spins.

Datadog

Ticker: DDOG | Market Cap: $66.6B | Catalyst: Beat-and-raise with real product momentum

Up 23% on the day after revenue grew 28% to ~$886M and profit topped expectations. Guidance for next quarter came in above the Street, and management flexed with sticky, high-spend customers and hundreds of integrations (including a flood of AI data). Digital experience tools crossed ~$300M in recurring revenue; security grew faster than the core.

What to watch: Follow-through on usage growth, new product attach (LLM monitoring), and whether the mega-customer cohort keeps expanding. If guidance holds, the rich multiple tends to get a pass.

Final Word

One dog fetched, four more to chase. If Datadog’s usage curve keeps wagging, momentum can stick.

Corpay keeps compounding in the background, Palantir balances story vs. sticker price, hotels are quietly tightening the screws on guidance, and Robinhood’s crypto tide is lifting more than just the meme boats.

Pick your spot, size your risk, and let the numbers drive.

That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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