Bridgette Bill

idfc
blackbear
bring me the horizon
my bags and me vs the world

[Bridgette Bill @Involution369]

@WojakSupreme You can't win all the time my man

[Bridgette Bill @Involution369]

@WojakSupreme Congrats brother

[Vest @VestExchange]

$TSEM reported record Q2 revenue and profitability, with Q3 revenue guidance at a new company record of $520M ±5%.

On the session, $TSEM is down ~1%, with revenue at $460.08M versus $454.68M consensus and adjusted EPS at $0.88 versus $0.73 expected.

Gross profit reached $138M versus $111M in Q1, while SiPho annual revenue run rate reached $680M versus $180M a year ago.

[Bridgette Bill @Involution369]

@VestExchange I'm ready to keep longing ONDS for a really long time

[Bridgette Bill @Involution369]

@VestExchange

[Bridgette Bill @Involution369]

@VestExchange

[Bridgette Bill @Involution369]

@VestExchange Holding for the next 2 weeks

[Vest @VestExchange]

$MSFT, $META, $ARM & $LRCX REPORT AFTER TODAY'S CLOSE

Consensus | Focus
→ $MSFT: ~$87.63B rev / ~$4.24 adj. EPS | Azure 39%-40% constant-currency guide.
→ $META: ~$60.29B rev / ~$7.22 EPS | Ad growth and $125-$145B capex guide.
→ $ARM: ~$1.27B rev / ~$0.40 adj. EPS | Royalty and licensing growth ~20%.
→ $LRCX: ~$6.67B rev / ~$1.68 adj. EPS | 50.5% ± 1% gross-margin guide.

Across the group, AI investment spans cloud, ads, compute IP and wafer-fab equipment.

[Bridgette Bill @Involution369]

@VestExchange NVDA was just the beginning

[Bridgette Bill @Involution369]

@VestExchange

[Bridgette Bill @Involution369]

@VestExchange

[Vest @VestExchange]

$SPCX is down close to 4% today, trading near a fresh 52-week low on the back of a 50% post-IPO slide from June's peak.

Lockup for $SPCX on Aug. 6 frees 911 million insider shares, two days from Aug. 4 earnings, valuation and the profitability timeline under scrutiny.

Sentiment split between oversold short-squeeze bets and structural risk of increased selling supply.

[Bridgette Bill @Involution369]

@VestExchange Someone is cooking a rugpull here

[Bridgette Bill @Involution369]

@VestExchange Holy dump

[Vest @VestExchange]

$INTC Q2 REPORT: "STRONGEST REVENUE GROWTH IN 15 YEARS"

→ Revenue $16.1B beat $14.42B est. (+25% YoY); EPS $0.42 vs. $0.21 expected
→ Data Center & AI revenue $6.3B (+59% YoY); 18A entered high-volume manufacturing with ASML High NA EUV
→ Adj. gross margin 41.8%; CapEx guide raised to $20B; Q3 revenue $15.8B-$16.8B and EPS $0.38 both above Street

Traders are weighing the strong beat and upbeat Q3 outlook against a ~170% YTD rally and rising CapEx.

[Bridgette Bill @Involution369]

@Q10FhraN @DevBasedSolana Said and done, $1630+, sandisk did it again

[Vest @VestExchange]

$TSLA, $GOOGL & $IBM REPORT AFTER TODAY'S CLOSE

→ $TSLA: expected ~$26.4B rev (+17% YoY) and ~$0.53 EPS, with auto gross margin ex-credits the key debate.
→ $GOOGL: expected ~$117.07B rev (+21%) and ~$2.88 EPS, as cloud backlog and AI search monetization lead the call.
→ $IBM: preannounced $17.46B rev and a $2.95 EPS miss (vs $17.86B / $3.02), with the full segment print and rest-of-year guide in focus.

Across the group, traders weigh cloud and AI strength against auto margin pressure and IBM's mainframe softness.

[Vest @VestExchange]

$NVDA is up about 3% on the session, tracking a semiconductor rebound as the Philadelphia Semi Index extends a 5%+ gain for a second straight day, with $GOOGL and $TSLA earnings due after the close.

NVIDIA began GB300 mass production at Wistron's $700M Texas plant and updated Vera Rubin progress, part of its US manufacturing buildout.

The White House says China's Moonshot used $NVDA GB300 chips and distilled Anthropic's Fable for its Kimi K3 model, while Jensen Huang defends Chinese open-source AI.

[Bridgette Bill @Involution369]

@VestExchange Time to short this one until the end of time

[Vest @VestExchange]

$NOW is down about 5.5% on the session ahead of Q2 after the close, with focus squarely on subscription revenue and cRPO as software sentiment stays under pressure.

Views are split into the print: CLSA (Underperform, $72) vs Oppenheimer ($140) and Guggenheim (Buy, $125). IBM's budget warning and the Adobe/Salesforce/Workday selloff add sector pressure.

Trade $NOW pre-earnings volatility with a Vest Capital funded account and access up to $25k in trading capital.