venkatesh

Investor

[venkatesh @Venkat_289]

Hooo🔥🔥🔥

[AshutoshShrivastava @ai_for_success]

Gemini 3.5 Pro... This is big... 👀

[venkatesh @Venkat_289]

🤣🤣

[Kunal @kunal_twts]

"Is your API optimized?"

Me: "Yeah, it handles 337 req/sec effortlessly."

My backend:

[amit @amitisinvesting]

$GOOGL

ALPHABET Q2 2026 EARNINGS:

- Revenue $119.8B +24% YoY
- Google Search Revenue $63.3B +17% YoY
- Google Cloud Revenue $24.8B +82% YoY
- Google Cloud Operating Income $8.8B
- Operating Income $40.8B +30% YoY
- Net Income $112.1B +298% YoY
- Gemini App 950M Monthly Active Users
- Gemini Models Processing 22B API Tokens Per Minute

This is the first quarter in years that Google had negative FCF of -$5.8B, but this is also their fastest growing cloud quarter ever and strongest revenue acceleration in 3 years.

The capex spend is leading to them becoming one of the most important companies in serving AI to the world.

[venkatesh @Venkat_289]

@CommonManTamil If he retries after this film then kamal could be epic star

[TrendSpider @TrendSpider]

$TSM Q2 EARNINGS DOUBLE BEAT 🔥

EPS: $4.31 vs $3.77 est
REV: $40.20B vs $39.76B est

Gross Margin: 67.7%
Operating Margin: 60.3%
Net Profit Margin: 55.6%

[Investing visuals @InvestingVisual]

$TSM strong Q2 2026 earnings:

• Revenue: $40.20B vs $39.76B est
• EPS: $4.31 vs $3.77 est

• Gross Margin: 67.7%
• Operating Margin: 60.3%
• Net Profit Margin: 55.6%

[The Earnings Correspondent @earnings_guy]

$ASML (ASML) #earnings are out:

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US stock market futures surge as US CPI inflation posts its largest monthly decline since April 2020.

[App Economy Insights @EconomyApp]

$JPM JPMorganChase Q2 FY26.

• Net revenue +28% Y/Y to $57.3B ($6.7B beat)
• Net Income +41% Y/Y to $21.2B
• $4.6B net gain related to Visa shares
• Asset & Wealth AUM +18% Y/Y to $5.1T
• FY26 NII guide unchanged ~$96.5B (+$1.5B)

[The Earnings Correspondent @earnings_guy]

$GS (Goldman Sachs) #earnings are out:

[venkatesh @Venkat_289]

Bought small quantities

[Wall St Engine @wallstengine]

Nearly 50 million shares have already traded.

$SKHYV $SKHY

[venkatesh @Venkat_289]

@CommonManTamil Us stock market entha % rules illai

[Micron Technology @MicronTech]

Today marks a major milestone for Micron as we celebrate the first concrete pour at our Clay, New York fab and increase our planned U.S. investments to more than $250 billion through 2035. This investment will help advance our goal of producing 40% of Micron's DRAM in the U.S. while strengthening the domestic semiconductor ecosystem. It is expected to generate 50,000 jobs in New York, including 9,000 direct Micron jobs.

As construction on the largest private investment in state history moves ahead in Central New York, we're helping build the future of American memory manufacturing. https://t.co/f0D5BIdu2p

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Micron, $MU, announces plans ​to invest ​up ​to $3 billion to ‌"strengthen ⁠the US ​semiconductor ​supply-chain ⁠ecosystem."

Micron also raises its planned US investment to over $250 billion through 2035, which it expects to create over 90,000 jobs.

The stock extends gains to over +6% on the day.

[Evan @StockMKTNewz]

🇺🇸 President Trump just made another post about Micron $MU stock today

The President does not want Micron stock to go down 😅

[venkatesh @Venkat_289]

Ahh next oracle

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Meta, $META, is developing a cloud infrastructure business that will sell access to AI compute and aims to compete with Amazon, Microsoft, and Google, per Bloomberg.

Meta shares are surging over +7% on the news.

[venkatesh @Venkat_289]

🥲

[Evan @StockMKTNewz]

Sony owned Playstation said it will no longer be making physical disc compies of games starting in January 2028 $SONY

[venkatesh @Venkat_289]

@babytrillion_

[venkatesh @Venkat_289]

Ai slop

[venkatesh @Venkat_289]

@babytrillion_ Products whoever can build nowadays but distribution, usage across globe matters in this case india IT is slow and down

[venkatesh @Venkat_289]

@babytrillion_ May be in IT but inga athu perchana ella what he said 75% right india IT kavai kidamana nelamai la thaan eruku