BerlyBoy

You must share some good anecdotes

[Vest @VestExchange]

$ASTS is up around 5.8% on the session alongside the successful BlueBirds 11-13 launch and network integration testing across Europe.

Testing, subject to regulatory approvals, spans eight European countries through infrastructure from Satellite Connect Europe, an AST SpaceMobile-Vodafone joint venture.

Trade $ASTS volatility with a Vest Capital funded account and access up to $25k in trading capital.

[Vest @VestExchange]

$GLD is up around 2.1% on the session alongside July payrolls dropping 23K and Fed rate-cut bets firming.

Gold is on pace for its largest weekly gain since January, with spot gold above $4,400 an ounce and $GLD up over 7% week-to-date amid a softer dollar.

Trade $GLD volatility with a Vest Capital funded account and access up to $25k in trading capital.

[BerlyBoy @clownsychick99]

@WojakSupreme The goat has fallen

[BerlyBoy @clownsychick99]

@WojakSupreme No way

[Vest @VestExchange]

$LLY is up around 4% today with Q2 results reported before the open showing revenue of $22.97B beating the ~$20.6B consensus and adjusted EPS of $8.38 above the $6.58 estimate.

Full-year revenue guidance was raised to $85B-$87B from $82B-$85B, with Mounjaro revenue up 91% to $9.9B and Zepbound at $4.9B.

Adjusted EPS for $LLY included $3.03 in acquired IPR&D charges. A CVS Health partnership brings Zepbound and Foundayo to the CVS app from Q4.

[Vest @VestExchange]

$AMD & $ALAB Q2 REPORT: DATA CENTER & AI INFRASTRUCTURE

→ $AMD: revenue of $11.54B beat the $11.35B consensus; adjusted EPS of $1.66 beat the $1.61 estimate, with Data Center revenue more than doubling to $6.7B.
→ $ALAB: record revenue of $392.4M beat the $360.2M consensus; adjusted EPS of $0.80 beat the $0.69 estimate, with Scorpio set to become the largest product line.

$AMD guided Q3 to $12.7B-$13.3B and $ALAB to $540M-$560M. On the day, $AMD is down around 7.5% and $ALAB down around 10.6% with results reported yesterday after close.

[BerlyBoy @clownsychick99]

@VestExchange some of you new Bagholders might have a chance to GTFO from your mistake getting in yesterday! NOW THATS WHAT I CALL AN OPPORTUNITY!!!

[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.

[BerlyBoy @clownsychick99]

@VestExchange The West coast not finish the coffee yet. Both taste and smell feel greater for a long while. We'll see 8.50 at the close today? 10 before ER next Wed would be super bullish, IMO

[BerlyBoy @clownsychick99]

@VestExchange 3 days left to see this one pumping or going even more down lol

[BerlyBoy @clownsychick99]

@WojakSupreme x10 leverage? HOW?

[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.

[BerlyBoy @clownsychick99]

@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.

[BerlyBoy @clownsychick99]

@VestExchange market manipulation. They use apple to keep the qqq from falling.. no worry it will fall in 1 hour

[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.

[BerlyBoy @clownsychick99]

@VestExchange focus on the volume, imo. Roughly 16m shares took it back down AH. 140m traded today. Itll hit 120 tmrw.

[BerlyBoy @clownsychick99]

@KingJames198469 @web3annie institutional and the volume weren't lying, today nebius it's more than green

[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]

$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.