Sugar Kubo

Making Web3 games great again

[Sugar Kubo @Kristlucci]

@WojakSupreme You wasted all your luck on having a green pnl longing $AMD lol

[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.

[Vest @VestExchange]

$PLTR REPORTS Q2 AFTER TODAY'S CLOSE

→ Consensus is $1.81B in revenue and $0.33 adjusted GAAP EPS, versus $1.63B and $0.33 in Q1
→ Q1 U.S. commercial revenue grew 133% YoY to $595M; U.S. government revenue grew 84% to $687M
→ Management's full-year 2026 guide was $7.650B-$7.662B in revenue, with U.S. commercial revenue above $3.224B

Focus areas include Q2 guidance versus consensus, commercial demand, Maven and Warp Speed, remaining deal value and billings.

[Vest @VestExchange]

$HOOD REPORTED Q2 YESTERDAY AFTER CLOSE

→ Record revenue rose 32% YoY to $1.31B vs $1.28B consensus; GAAP EPS was $0.62 vs $0.43, including $0.14 from RVI deconsolidation.
→ Transaction revenue rose 44% to $776M: options $342M, equities $129M and event contracts $156M.
→ Crypto revenue fell 38% to $100M; net interest revenue rose 9% to $389M.

Net deposits were $21.7B, platform assets $369B and Gold subscribers 4.8M. Adjusted operating-expense outlook is $2.675B-$2.775B. At the open, $HOOD is up around 1.3%.

[Sugar Kubo @Kristlucci]

@VestExchange

[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.

[Sugar Kubo @Kristlucci]

@WojakSupreme I'm dead right now

[Sugar Kubo @Kristlucci]

@VentureEnjoyer @BullTheoryio That's literally the best way to make any money with Tesla cuz the dump after earnings is always expected even if they beat expectations

[Vest @VestExchange]

Into the open, $TSLA is down over 8% after a mixed Q2 report, with a profit miss against a revenue beat.

Revenue came in at $28.2B, above the roughly $26.3B consensus, while non-GAAP diluted EPS was $0.33 versus the roughly $0.53 estimate.

Automotive gross margin ex-credits was 16.3%, with operating margin at 1.4% and capex more than doubled on AI spend. Record deliveries of 480,126 vehicles and a 13.5 GWh storage record framed the quarter.

[Sugar Kubo @Kristlucci]

@KingJames198469 @TehLamboX It didn't reach it, but it stayed high, gg

[Sugar Kubo @Kristlucci]

@CoolingGPT @ShardiB2 Holy fk

[Sugar Kubo @Kristlucci]

@WojakSupreme

[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.

[Sugar Kubo @Kristlucci]

@VestExchange Huge call for NVDA this week

[Sugar Kubo @Kristlucci]

@WojakSupreme @TheTechInvest

[Sugar Kubo @Kristlucci]

@CoolingGPT @EndicottInvests

[Sugar Kubo @Kristlucci]

@WojakSupreme @SteveUrkelDude

[Sugar Kubo @Kristlucci]

@CoolingGPT @StockOptionCole

[Sugar Kubo @Kristlucci]

@VestExchange

[Vest @VestExchange]

$CRSR is down around 2% into the close, with the XLK technology ETF also lower and hardware names giving back ground through the session.

Analysts hold a cautious consensus around the pivot to higher-margin peripherals and creator products, with a 2026 revenue guide that landed below Street expectations.

The Philadelphia Semiconductor Index entered a technical bear market, while DRAM prices up 370% YoY and oil above $90 round out Monday's tech backdrop.