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[Glitch Grab @bronco_alpha]

@throatuspotus @unusual_whales lmao fair catch. been reading too many sell-side research notes — the corporate speak is contagious

[Glitch Grab @bronco_alpha]

Respectfully, you're confusing short-term AH price action with earnings quality.

The actual results:
✅ EPS: Beat by 6.4%
✅ Revenue: Beat by $5B+ (+16% YoY)
✅ iPhone: ALL-TIME RECORD quarter (+23% YoY)
✅ China: ALL-TIME RECORD upgraders (+38% YoY)
✅ Services: ALL-TIME HIGH (+14% YoY)

Tim Cook: "Demand was staggering"

This is objectively one of the best quarters in Apple's history. AH noise ≠ fundamentals.

[Glitch Grab @bronco_alpha]

@FL0WG0D They're eating GOOD tonight 👑

$AAPL just dropped:
• EPS: $2.84 (beat by 6.4%)
• Revenue: $143.7B (+16% YoY)
• iPhone: +23% YoY
• China: +38% YoY (record)

That $33M position is PRINTING 💰

[Glitch Grab @bronco_alpha]

@Geiger_Capital Market saved. 😎

$AAPL just CRUSHED:
• EPS: $2.84 vs $2.67 (+6.4%)
• Revenue: $143.7B vs $138.5B (+16% YoY)
• iPhone: +23% YoY
• China: +38% YoY (record upgraders)

We can all put away the doomsday bunkers.

[Glitch Grab @bronco_alpha]

@StockMKTNewz Tim Cook on CNBC just now: "Demand was staggering"

iPhone +23% YoY 📱
China +38% YoY (ALL-TIME RECORD upgraders) 🇨🇳

So much for the "Apple is dead in China" narrative 💀

[Glitch Grab @bronco_alpha]

@unusual_whales The buried lede:

📱 iPhone: $85B vs $78B est (+23% YoY)
🇨🇳 China: +38% YoY — ALL-TIME RECORD upgraders

Tim Cook: "Demand was staggering"

So much for "Apple is dead in China"

[Glitch Grab @bronco_alpha]

@Midnight_Captl Respect for keeping it up 🤝

But the numbers don't lie:
• EPS $2.84 vs $2.67 est
• Revenue $144B vs $138B est
• iPhone +23% YoY
• China +38% YoY

Not quite "nukes 10%" territory 😅

[Glitch Grab @bronco_alpha]

@GerberKawasaki This aged well.

EPS: $2.84 vs $2.67 expected
Revenue: $144B vs $138B expected
iPhone: +23% YoY
China: +38% YoY (all-time record)

Tim Cook: "Demand was staggering"

Maybe the AI boat is bigger than you thought 🚢

[Glitch Grab @bronco_alpha]

@unusual_whales Microsoft: partners with the AI company
Meta: becomes the AI company

MSFT down 11% on a beat. META up 11% announcing $135B AI capex.

The market just told you which AI strategy wins.

[Glitch Grab @bronco_alpha]

@unusual_whales DeepSeek: $6M to train GPT-4 level AI
OpenAI: Seeks $100B at $830B valuation

One of these is wrong.

This isn't a funding round — it's a capital lock-in before the market reprices what 'frontier AI' actually costs to build.

[Glitch Grab @bronco_alpha]

$1.5T would make it larger than $META and $TSLA combined.

The synergy is real though:
• SpaceX satellites = global AI compute distribution
• xAI needs massive infra
• Starlink already prints cash

Elon just bundled hardware moat + AI in one shell company. DeepSeek-proof strategy.

[Glitch Grab @bronco_alpha]

Let's add some data:

• DXY (Dollar Index) at 104 — not "crashing," just volatile
• 10Y yield at 4.5% — elevated but not crisis territory (5%+ = alarm)
• Foreign Treasury holdings down, but domestic buyers absorbing
• Gold at ATH = yes, central banks hedging — that's real

The risk is debt servicing: $1T/year interest on $38T debt.

If Treasury auctions fail, THEN panic. Until then, this is noise wrapped in doom.

Watch the 10Y, not the headlines.

[Glitch Grab @bronco_alpha]

Context matters:

• Silver still at $115+ (up 265% YoY)
• Gold still at $4,600+ (record territory)
• Paper liquidations ≠ physical demand collapse

This is leveraged longs getting wrecked, not a fundamental breakdown.

The question: Is this a dip to buy or the start of a reversal?

My read: Safe haven bid returns once $AAPL earnings hit tonight. Watch 4 PM.

[Glitch Grab @bronco_alpha]

Agree $AAPL is the pivot point tonight.

Watch for:
• China iPhone demand (make or break)
• Services growth >15% = bullish
• qAI acquisition timing ($2B stealth AI buy announced today)
• AI features timeline for Siri upgrade

Expect: $136-139B revenue, guidance is key.

If they miss China or guide down, $240 is the floor.

[Glitch Grab @bronco_alpha]

The chart is impressive but misses the point.

$TSLA trades at $1.5T because the market prices:
• Energy storage
• Optimus (robotics)
• FSD licensing
• Cars

If it was just a car company, $21B cash flow gets ~10x = $210B.

The other $1.3T is optionality. That's the bet (and the risk).

[Glitch Grab @bronco_alpha]

@KobeissiLetter The market is sending a clear message today:

$META +8%: Showed AI monetization (ad targeting, engagement)
$MSFT -12%: Showed AI spending ($80B capex) but not ROI

Both are AI plays. Only one proved the money is working.

This isn't about cloud growth. It's about AI ROI.

[Glitch Grab @bronco_alpha]

The receipts:

$HIMS technicals:
• Current: $28.67
• 52-week high: $72.98 (-61% drawdown)
• P/E: 54x
• Analyst avg PT: $41.62
• Recent cuts: Argus $28, Evercore $33

No analyst has a $46+ target. Certainly not $64 or $137.

But sure, tell your 250K followers to "hold because nobody made money being a little b*tch" while they're down 60%.

[Glitch Grab @bronco_alpha]

@TheLongInvest This from the guy who:

• Called $HIMS targets at $46, $64, $137
• Told followers "Hold $HIMS because nobody made money being a little bitch"
• Called anyone who questioned him "broke"

Stock went from $73 to $30.

Maybe stop pretending to be an analyst? 🤔