Mil🅰️mber

Macro Tourist. Market sniper. Lead me from the non-Self to Self. Lead me from darkness to light. Lead me from death to immortality.

[Mil🅰️mber @Milamber_9]

https://t.co/oZ2eAxZveq

[Mil🅰️mber @Milamber_9]

@MartyChargin ….dont make me look at the selling the past four weeks….. oh dang, too late ….. is disgusting !

[Mil🅰️mber @Milamber_9]

@ces921

[Mil🅰️mber @Milamber_9]

@MartyChargin This Dad joke is top notch….

[Mil🅰️mber @Milamber_9]

@MartyChargin Kickin’ this $APH pick back up…

[Mil🅰️mber @Milamber_9]

@RealSimpleAriel @JSpitTrades $KEEL $FTAI $NTRA $GLW $ONTO

[Mil🅰️mber @Milamber_9]

@orrdavid At this point a therapist can't even help.....

[Mil🅰️mber @Milamber_9]

@JimJame74888138 Bears rn:

[Mil🅰️mber @Milamber_9]

@JimJame74888138 Dead bears u say?

[Mil🅰️mber @Milamber_9]

@JimJame74888138

[Mil🅰️mber @Milamber_9]

@chigrl @bobbyb814

[Mil🅰️mber @Milamber_9]

@CHItrader

[Mil🅰️mber @Milamber_9]

@CHItrader well CRDO HIMS APLD did alright considering how the market went today. But AAOI.... 🤢

[Mil🅰️mber @Milamber_9]

@CHItrader imo, good names like HIMS or AXON are nice to have as they are non-tech/meme correlated

[Mil🅰️mber @Milamber_9]

@RealSimpleAriel

[Mil🅰️mber @Milamber_9]

@DGretta_Author

[Wall St Engine @wallstengine]

$LLY | Eli Lilly Q1 Earnings Highlights

🔹 Revenue: $19.80B (Est. $17.77B) 🟢; +56% YoY
🔹 Adj. EPS: $8.55 (Est. $7.06) 🟢; +156% YoY
🔹 Mounjaro: $8.66B (Est. $7.21B) 🟢; +125% YoY
🔹 Zepbound: $4.16B (Est. $4.03B) 🟢; +80% YoY
🔹 FDA Approval: Foundayo, Lilly’s oral GLP-1 pill for obesity

Raises FY26 Guide:
🔹 Revenue: $82B-$85B (Est. $80B) 🟢; raised from $80.0B-$83.0B
🔹 Adj. EPS: $35.50-$37.00 (Est. $33.50) 🟢; raised from $33.50-$35.00
🔹 Performance Margin: 47.0%-48.5%; raised from 46.0%-47.5%
🔹 Tax Rate: 18%-19%; unchanged

Other Metrics:
🔹 Key Products Revenue: $13.4B
🔹 U.S. Revenue: $12.1B; UP +43% YoY
🔹 Revenue Outside U.S.: $7.7B; UP +81% YoY
🔹 Worldwide Volume Growth: +65%
🔹 Realized Prices: DOWN -13%
🔹 Acquired IPR&D Charges: $584M vs $1.6B YoY
🔹 Q1 EPS included $0.52 of acquired IPR&D charges vs $1.72 YoY

Financials:
🔹 Non-GAAP Gross Margin: 82.6%; DOWN -0.9 pts YoY
🔹 R&D Expense: $3.5B; UP +28% YoY
🔹 Marketing, Selling & Admin Expense: $2.9B; UP +19% YoY
🔹 Non-GAAP Net Income: $7.7B; UP +155% YoY
🔹 Non-GAAP Tax Rate: 16.5%

Commentary:
🔸 “2026 is off to a strong start, we delivered 56% revenue growth in the first quarter and raised our full-year revenue guidance by $2 billion.”
🔸 “A key milestone was the U.S. FDA approval of Foundayo—the only approved GLP-1 pill that can be taken any time of day, without food and water restrictions.”
🔸 “Foundayo will meaningfully expand the number of people who can benefit from GLP-1s.”

[Mil🅰️mber @Milamber_9]

@801010athlete same. ARM MRVL MU standing out too; DRAM/KORU CRWD bueno