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07-16
Is IBM A Buy or A Bye? 🌟🌟🌟The market is reeling from a historic tech earthquake. On Tuesday $IBM(IBM)$
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07-23 11:07
Best or Worst? Tesla 26Q2: Record Sales, Weaker Profits
Key Takeaways Revenue rose 26% YoY to US$28.24B. Deliveries hit 480,126 units, up 25% YoY. Automotive gross margin ex-credits fell to 16.3%. Operating margin dropped to 1.4%. CapEx reached US$5.79B, causing negative FCF of US$1.09B. 2026 CapEx will exceed US$25B. FSD paid users reached 1.48M. Robotaxi passed 380,000 unsupervised miles with no notable incidents. SpaceX gains added about US$1B to Tesla’s net income. TSLA fell around 4% after hours as investors focused on margins and cash flow. Tesla reported strong Q2 2026 revenue and record deliveries, but profit quality was much weaker. Revenue reached US$28.24B, up 26% YoY and above market estimates. Adjusted EPS came in at US$0.33, below the expected US$0.49. The result was clear: Tesla sold more cars, but earned less from each dollar of
TOPPhoebezzz: Thanks for the detailed analysis. In your view, is Tesla’s biggest challenge now the short-term pressure on margins and free cash flow, or the uncertainty around the timing of Robotaxi and Optimus generating profit?
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07-23 10:56
Why GE Vernova Fell Despite a $176 Billion Backlog
$GE Vernova Inc.(GEV)$’s second-quarter report contained extraordinary order growth, higher guidance and more first-half free cash flow than the company generated throughout 2025. The stock nevertheless fell 8.7% on July 22. The disconnect reflects elevated expectations and uneven performance beneath the headline figures. Revenue increased 22% to $11.1 billion, while organic orders rose 88% to $24.2 billion. Backlog expanded by $13 billion sequentially to $176 billion. Adjusted EBITDA reached $1.2 billion, and its margin improved by 340 basis points to 11.3%. GE Vernova’s official results were released before the market opened on July 22. The company raised full-year revenue guidance to $45.5 billion–$46.5 billion from $44.5 billion–$45.5 billion.
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07-22 15:46
🌟🌟🌟 $Alphabet(GOOG)$ massive AI spending is transitioning from a speculative cost to a tangible growth driver. What matters most across Alphabet's earnings is B) : AI Capex because its USD 180 billion infrastructure buildout underpins all other revenue streams. If Capex efficiency rises, the entire AI platform scales. Is Google the Most Complete Platform? Yes as Google builds the chips - TPUs, trains the models - Gemini, run the cloud - Google Cloud Platform and deploy the applications - Search and Workspace. However the spending still needs more time to fully prove its return. While capacity utilisation is improving, rapid infrastructure scaling often runs into natural bottlenecks. As a long term investor of Alphabet I be
TOP180B only works if cloud margins keep lifting too. I’m bullish, but how fast can Gemini monetization really catch capex?
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07-23 09:39
Google’s AI Bet Gets Bigger: CapEx Raised Again
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ just sent a clear message to the AI market: The AI infrastructure race is not slowing down. The company raised its 2026 capital expenditure forecast for the second time, lifting the range from $180–190 billion to $195–205 billion. Management also indicated that capital spending will remain significantly higher in 2027. The market’s immediate reaction was notable, with semiconductor stocks rebounding after hours as investors interpreted the move as another confirmation that AI infrastructure demand remains strong. Google Cloud Becomes the Key Growth Engine The biggest highlight from the quarter was not just AI spending — it was the performance of Google Cloud. Google Clo
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07-22 22:35
Lotus Recharged: Why Focus 2030 Could Put the Brand Back on Investors’ Radar
A globally recognised performance-car name, with a strategic stakeholder in Geely (“The Group”), support and a more practical hybrid-and-EV strategy are giving Lotus a clearer route towards scale and profitability. Lotus Technology Inc. is entering an important new phase. The company is taking 78 years of British sports-car heritage and combining it with The Group’s ecosystem, manufacturing scale and supply-chain capabilities to build a modern global luxury-performance business. The centrepiece of this transformation is Focus 2030, a four-year plan aimed at broadening Lotus’s product range, improving cost efficiency, expanding into more international markets and moving the business towards sustainable profitability. For investors, the attraction is that Lotus is not trying to create a bran
TOPInteresting read. Focus 2030 seems more balanced than going all-in on EVs. Giving customers ICE, hybrid and EV options feels like a practical approach in today's market.
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07-23 09:17
Tesla's Biggest Bet Was Never the Car
$Tesla Motors(TSLA)$ 's latest message wasn't really about EV deliveries. It was about Optimus. During recent remarks, Elon Musk made it clear that he believes Tesla's humanoid robot could ultimately become the company's most important product—larger than anything it has built before. That statement says a lot about where Tesla believes its future lies. From building products to building platforms Looking back, Tesla's biggest achievements were never just the products themselves. The company didn't simply build electric cars. It built factories, battery technology, charging infrastructure, and manufacturing systems that allowed EV production to scale. The same pattern can be seen elsewhere in Musk's companies. Rather than focusing on a single prod
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07-22 20:48
Why Halliburton Is Not Responding Like a Normal Oil-Bull-Market Stock
Brent crude traded above $90 during July 21, but $Halliburton(HAL)$ fell approximately 5.4%. The divergence illustrates an important distinction: an oilfield-services company benefits from producers’ capital spending, not simply from today’s crude price. Halliburton reported second-quarter revenue of $5.71 billion, approximately 4% higher year over year and above expectations. Net income reached $534 million, or $0.64 per share, while adjusted earnings were $0.55 per share. Halliburton’s official July 21 release provides the reported and adjusted figures. Sequentially, performance improved from the first quarter, when $Halliburton(HAL)$ generated $5.4 billion in revenue, a 13% operating margin and $123 mill
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07-22 20:49
Applied Digital: The AI Landlord That Has Wall Street and Short Sellers at War
When unanimous optimism meets relentless scepticism When all 11 Wall Street analysts covering a stock rate it a Buy, you might expect investors to be piling in. Instead, $APPLIED DIGITAL CORP(APLD)$ has roughly 27% of its shares sold short, and after tumbling to around $30, even the most conservative analyst price target of $40 still implies roughly 33% upside. Either somebody is spectacularly wrong, or the market is seeing something the analysts aren't. One company. Two futures. One extraordinary disagreement That extraordinary disconnect makes Applied Digital one of the most fascinating battleground stocks in AI infrastructure today. This isn't the usual debate over whether artificial intelligence will change the world. Most investors agree it w
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07-22 20:52
Why Hasbro’s Future Increasingly Depends on Magic Rather Than Traditional Toys
$Hasbro(HAS)$’s second-quarter results showed that the company is becoming a gaming and intellectual-property business with a toy operation attached—not merely a traditional toy manufacturer. Revenue increased 16% year over year to approximately $1.14 billion. Wizards of the Coast and Digital Gaming revenue rose 27%, while Magic: The Gathering revenue increased about 32%. Hasbro also raised its full-year revenue-growth forecast to 5%–7% and projected adjusted operating profit of approximately $1.45 billion–$1.50 billion. Reuters’ July 21 earnings report provides the results and updated guidance. Adjusted earnings were $1.28 per share, ahead of expectations but slightly lower year over year. Adjusted operating profit increased strongly because high-
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07-22 20:56
Why D.R. Horton’s Earnings Beat Still Points to a Weak Housing Consumer
$D.R. Horton(DHI)$ exceeded quarterly earnings expectations, but its reduced full-year guidance reveals that US housing affordability remains a serious constraint. The largest US homebuilder reported fiscal third-quarter revenue of approximately $9.23 billion and diluted earnings of $3.20 per share, ahead of market expectations. Homebuilding gross margin reached 20.7%, while closings increased 4% to nearly 24,000 homes. D.R. Horton released the results before the market opened on July 21. Its official quarterly-results page includes the release, presentation and supplementary data. D.R. Horton (NYSE:DHI) Posts Q2 CY2026 Sales In Line With Estimates But Full-Year Sales Guidance Misses Expectations Significantly — TradingView News Net income neverthe
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07-22 21:49
$TXN Climbs as Bulls Position for an Earnings Breakout
$Texas Instruments(TXN)$ $Texas Instruments (TXN) Rises +2.55%: Earnings Catalyst Ignites Rally, Eyes $300+ Zone 🚀 Latest Close Data 📊 Closed at $291.30 on 2026-07-22, up +2.55% ($7.23). Currently 12.8% below its 52-week high of $334.03. Core Market Drivers 📈 The primary catalyst is the upcoming Q2 earnings report after the close today (July 22nd). Market consensus expects strong YoY growth (Revenue +20%, EPS +43%). Additionally, a wave of analyst target price upgrades (KeyBanc, TD Cowen, UBS) to $340-$390 has fueled bullish sentiment pre-earnings. Technical Analysis 🔍 Volume surged to 10.2M shares (Volume Ratio 1.58), indicating strong institutional interest. The daily RSI(6) rebounded sharply to 44.88 from oversold territory (<30), showing mom
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07-22 21:47
$MS Surges After Earnings Beat, Buybacks Drive Optimism
$Morgan Stanley(MS)$ $Morgan Stanley (MS) Gains +2.59%: Capital Return Boost Fuels Rebound Towards $233 Latest Close: 🔵 MS closed at $216.40 on 2026-07-22, up +2.59% (or +$5.46). The stock is now ~6.8% below its 52-week high of $232.25. Core Market Drivers: 🏦 A strong Q2 earnings beat (EPS of $3.46, +62% YoY) and record equity trading revenue set a bullish tone. A key catalyst is RBC Capital's note highlighting the bank's robust excess capital, expecting 100% of earnings to be returned to shareholders via buybacks and dividends. Technical Analysis: 📈 Volume was 6.999M shares (Volume Ratio: 0.81), indicating moderate participation. The daily RSI(6) rebounded to 45.30, exiting oversold territory and showing renewed momentum. However, the MACD remains
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07-22 21:40
$UPS Breaks Key Resistance, Targets the $120-$122 Zone
$United Parcel Service Inc(UPS)$ $United Parcel Service(UPS) Up +2.82%: Breaking $116 Resistance, Momentum Builds 📦🚀 Latest Close Data: 🕐 Closed at $116.34 on 2026-07-22, up +2.82% (+$3.19). The stock is now 4.96% below its 52-week high of $122.41. Core Market Drivers: 📰 Macro Sentiment: Logistics sector sentiment improved alongside broader market gains. Company-Specific: Despite recent reports of insider selling and Q1 earnings pressure (revenue -1.6%, net income -27.2%), the stock is showing resilience, likely supported by its strong 5.64% dividend yield and stable cash flow. Technical Analysis: 📊 Volume & Momentum: Daily volume of 4.35M shares was below average (Volume Ratio 0.81), suggesting a lack of aggressive selling pressure on the up d
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07-22 21:45
[Stock Prediction] How will INTC close after its earnings report?
Intel is set to report second-quarter earnings after the market close on Thursday, July 23. Analysts expect the company to report revenue of around $14.4 billion and adjusted earnings of approximately $0.20-$0.22 per share. $Intel(INTC)$ Intel shares have surged more than 160% year to date, driven by stronger server CPU demand, rising AI data center investment and growing expectations for its 18A foundry process. However, the stock has also pulled back more than 30% from its June high, showing that investors remain divided over whether the turnaround can live up to expectations. What to Watch Data center growth will be the biggest focus. Intel’s Data Center and AI segment generated $5.1 billion in first-quarter revenue, up 22% year
TOPLet's vote 😅 @Aqa @DiAngel @JC888 @Barcode @SherniceXuan 2000 @Shyon @koolgal
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07-22 21:34
$GS Rallies 2.9%: Banking Giant Eyes a Fresh Breakout
$Goldman Sachs(GS)$ $Goldman Sachs(GS) Rallies +2.89%: Banking Giant Reclaims $1085, Eyes 52-Week High 🚀 Latest Close Data Closed at $1085.56 on 2026-07-22, up +2.89% (+$30.53). The stock is now $68.43 (5.9%) below its 52-week high of $1153.99. Core Market Drivers Strong institutional capital flow indicated a net inflow of $150M over the last 5 days, signaling renewed confidence. 📈 Solid Q2 earnings (EPS TTM: $64.63) and a forward P/E of 14.96 provide fundamental support amid a stable interest rate environment. Technical Analysis Volume was 1.72M shares (Volume Ratio: 0.66), indicating moderate participation. The RSI(6) rebounded to 53.71, moving out of oversold territory (<30) and suggesting bullish momentum is building. The MACD is converging n
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07-22 21:31
$CAT Bounces From Oversold Levels, Bulls Target $940
$Caterpillar(CAT)$ $Caterpillar Inc. (CAT) Rallies +2.97%: Rebound from Oversold Levels, Eyes $900+ Recovery 🚜📈 Latest Close Data: Closed at $889.97 on 2026-07-22, up +2.97% (+$25.67). The stock remains -17.1% below its 52-week high of $1,073.46. Core Market Drivers: The rebound follows a sharp ~19% decline from July highs after Michael Burry's short position citing overvaluation. Recent price action suggests technical bounce and potential short covering ahead of earnings season. Several major institutions (Oppenheimer, Citi) have recently reiterated or raised price targets to the $1,100+ range, providing fundamental support. Technical Analysis: Volume was solid at 3.22M shares (volume ratio 1.11). The 6-period RSI (38.59) has bounced from oversold
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07-22 21:27
$IBKR Nears 52-Week High as Bulls Target $98
$Interactive Brokers(IBKR)$ $Interactive Brokers (IBKR) Rises +2.99%: Nears 52-Week High on Strong Earnings Anticipation Latest Close: Closed at $94.42 (USD) on July 22, 2026, gaining +2.99%. The stock is now just 3.5% away from its 52-week high of $97.84. Core Market Drivers: The stock is buoyed by strong Q2 earnings expectations (consensus EPS of $0.63, up 35% YoY). Multiple Wall Street firms, including Goldman Sachs and Barclays, have recently raised their price targets, fueling investor optimism ahead of the official report. Technical Analysis: The rally is supported by solid volume (5.12M shares, volume ratio of 1.36). Key momentum indicators are turning positive: the 6-day RSI at 55.12 is rising from near-oversold levels, and the MACD histog
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07-22 19:22
$Apple(AAPL)$ keep it up. Stay clam and patien.
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07-22 21:12
$UNH Surges After Earnings Beat, Bulls Eye New Highs
$UnitedHealth(UNH)$ $UnitedHealth Group (UNH) Soars +3.51%: Strong Earnings Ignite Rally, Eyeing $440+ Zone 📈 Latest Close Data (07/22/2026) Close: $436.35 (+$14.80, +3.51%). 52-Week High: $461.62 (5.5% below). Volume: 6.83M shares (Volume Ratio: 0.84, below average). 🚀 Core Market Drivers Q2 earnings massively beat expectations (Adj. EPS $6.38 vs. $4.86 est.), leading to a significant FY guidance raise. Multiple Wall Street firms (Morgan Stanley, BofA, Piper Sandler) have raised price targets post-earnings, reflecting strong institutional confidence. The healthcare giant is showing signs of robust financial recovery post its historic downturn. 📊 Technical Analysis RSI (6): 66.51, approaching overbought territory but showing strong upward momentum.