Tim

Historian, World Traveler, Guitar Player, Photographer, Marathoner, Mt Biker, Foodie, IPA Enthusiast, Stock Market Investor, Loves Exploration & Adventure! ☘️™️

[Don Winslow @donwinslow]

THIS is exactly what @ABC and others should have done to Trump instead of caving and giving in and paying him off with millions of dollars.

[Eddie S. Glaude Jr. @esglaude]

Profoundly racist. Morally reprehensible

[Top Stock Alerts @TopStockAlerts1]

$NOK there’s very little hesitation in this advance.

[Top Stock Alerts @TopStockAlerts1]

$MU what looked ordinary this morning no longer does.

[Christophe Barraud🛢🐳 @C_Barraud]

🇺🇸 *MICRON SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B - BBG
*MICRON 3Q ADJ. REV. $41.46B, EST. $35.69B
*MICRON SEES 4Q ADJ GROSS MARGIN ABOUT 86%, EST. 83.6%
*MICRON 3Q ADJ EPS $25.11, EST. $20.49
*MICRON SAYS CUSTOMERS’ RAPIDLY GROWING DEMAND

[Gene Munster @munster_gene]

$MU results and guide show we are still early in the AI buildout.

They hit the high end of the revenue whisper, up 364% yy, compared to Street at 286%.

Margins were the big surprise. 85% vs. Street at 81%.

Guided Aug revenue growth 342% vs. Street 285%.

[Stocktwits @Stocktwits]

$MU WITH A HUGE DOUBLE BEAT

Revenue $41.5B vs Est. $35.5B
EPS $25.11 vs Est. $20.39

Up +10% after hours and 600+ people waiting to listen to the earnings call LIVE on Stocktwits 👀

[Chuck Schumer @SenSchumer]

Trump and Republicans enacted massive Medicaid cuts and refused to extend ACA premium tax credits.

The result? 5 MILLION Americans have lost Medicaid and ACA coverage. Each one a real person forced to choose between health care and paying the bills.

[Top Stock Alerts @TopStockAlerts1]

Oppenheimer analysts say investors looking to gauge Tesla’s AI progress should pay close attention to the company’s capital spending. According to analyst Colin Rusch, capital investments could become a key leading indicator of whether Tesla is successfully scaling its “Physical AI” strategy, which includes autonomous driving, robotics, and robotaxi technologies. As Tesla increases its focus on AI, spending on factories, computing infrastructure, data centers, chips, and production capacity may provide clearer evidence of progress than short-term financial results. The firm believes future investment levels could signal management’s confidence in the commercialization of AI-powered products such as the Cybercab robotaxi and Optimus humanoid robot. The view reflects growing investor interest in measuring Tesla’s AI execution beyond software announcements.
$TSLA $SPX

[Sarah Longwell @SarahLongwell25]

It’s a good thing we’re such pals with Iran now, since Trump keeps chasing off our western allies because he can’t help being an absolute chud at all times.

[Tim @TMcIrish]

RT @munster_gene: $INTC move today was more love than substance. I expect Apple to add at best a couple of billion in revenue to Intel sta…

[Strategy @Strategy]

Semi-monthly dividends on $STRC start now. The first record date under the new cadence is June 30.

[Chuck Schumer @SenSchumer]

I will lead @SenateDems in forcing Republican Senators to go on the record over and over again on Trump’s corrupt, insurrectionist MAGA slush fund.

@SenateGOP will not be able to hide. Do they want to lower costs for the American people, or do they want to give a $2 billion handout to cop beaters and convicted felons?
https://t.co/SGNKK71ptU

[Top Stock Alerts @TopStockAlerts1]

$IREN sometimes the best moves are the least dramatic.

[Mediaite @Mediaite]

Trump Has Claimed the 2020 Election Was ‘Stolen’ More Than 100 Times in the Last 6 Months: Report https://t.co/dIdAh3XPHV

[The Daily Beast @thedailybeast]

The former CNN anchor notes he has a “pretty good case” for compensation after the first Trump administration actively took steps to “destroy" his career. https://t.co/jKyWtFqyIw

[Jim Acosta @Acosta]

Trump’s propagandists are trying to spin Colbert’s firing as a business decision. But Trump has made it crystal clear this was a personal vendetta. His apologists refuse to admit Trump campaigns for the removal of hosts he hates and, for the most part, TV networks are complying.

[Tara Setmayer 🌻 🇺🇸 @TaraSetmayer]

Republicans in Congress did WHAT???

[Joe Walsh @WalshFreedom]

Trump believes he can do whatever he wants, no matter how corrupt or lawless. Who’s to blame for Trump thinking that? Every single member of my former political party, that’s who. Great conversation with @acosta this week on his show. Have a listen.�� https://t.co/RwcVxdjaI7