Shashi

Life Is short, Live it up !!

[Shashi @pebbana]

@MilkRcg $LITE

[Shashi @pebbana]

@MilkRcg $SMCI

[Shashi @pebbana]

@MilkRcg

[Shashi @pebbana]

@MilkRcg

[Shashi @pebbana]

@MilkRcg

[Shashi @pebbana]

CoreWeave, Inc.
$CRWV
($49.5B), specialized cloud infrastructure for artificial intelligence workloads, just posted earnings for Q2 2026 Vs estimates • Total Revenue: $2.58B (Est. $2.55B) 🟢 Beat; +112.5% y/y 📷↑ Q2 2026 print • Net Income: -$626.0M • Operating Income: -$49.0M • Operating Cash Flow: $679.0M Capital return • Debt Issuance Proceeds: $13.5B; +268.9% y/y ↑ Bull case: Revenue backlog was approximately $104B as of June 30 2026. CoreWeave expanded active power by nearly 500, reaching 1.5, while contracted power reached approximately 3.7. Bear case: Capital expenditures totaled -$6.42B, while net interest expense reached -$640M.

[Shashi @pebbana]

@MilkRcg

[The Architect @astocks92]

🧵/15-
If you enjoyed this thread, CLICK LINK 🔽 to bring you to TOP OF THREAD and RT 🔁that link SHARES the entire thead

Thanks and do your own DD!
Not financial advice.

https://t.co/BW4zHAYq2N

[Shashi @pebbana]

@MrBeast Its 1,000,000 which is equal $10k pennies

[Shashi @pebbana]

@thuhkang Sugar Rush
The Candy Cruiser
Sweet Tooth Express
The Sucrose Sled
Cavity Van
Kang Size
Kang's Candy Cartel
The Sweet Kang
Kang's Cavitator

[Shashi @pebbana]

$INTC intel moving on same old news again. $AAPL. News Screen shot from a month ago

[Shashi @pebbana]

@astocks92 But this is old news .. it was announced 1 month back and same news now again

[Shashi @pebbana]

@thuhkang Bulls take the stairs up; bears take the elevator down. A month for +5%, a day to lose it all! 😄📊

[Shashi @pebbana]

@4HeatherHill Bulls spend a month climbing 5%, and bears erase it in a single day. 😂 Crazy market!

[Shashi @pebbana]

@4HeatherHill $AVGO Broadcom Sees Q3 Sales $29.400B vs $28.536B Est

[Shashi @pebbana]

$AVGO Broadcom (NASDAQ:AVGO) reported quarterly earnings of $2.44 per share which beat the analyst consensus estimate of $2.40 by 1.67 percent. This is a 54.43 percent increase over earnings of $1.58 per share from the same period last year. The company reported quarterly sales of $22.187 billion which missed the analyst consensus estimate of $22.271 billion by 0.38 percent. This is a 47.87 percent increase over sales of $15.004 billion the same period last year.

[Shashi @pebbana]

$NTSK Netskope (NASDAQ:NTSK) reported quarterly losses of $(0.06) per share which beat the analyst consensus estimate of $(0.07) by 14.29 percent. This is a 78.57 percent increase over losses of $(0.28) per share from the same period last year. The company reported quarterly sales of $201.592 million which beat the analyst consensus estimate of $198.182 million by 1.72 percent. This is a 27.80 percent increase over sales of $157.736 million the same period last year.

[Shashi @pebbana]

@4HeatherHill $VEEV Veeva Systems (NYSE:VEEV) raises FY2027 Adj EPS guidance from $8.85 to $9.05 vs $8.82 analyst estimate. Raises FY2027 sales outlook from $3.585 billion-$3.600 billion to $3.635 billion-$3.645 billion vs $3.584 billion estimate.

[Shashi @pebbana]

@4HeatherHill $CRWD - CrowdStrike Holdings Approves 4-For-1 Forward Stock Split, With Split-Adjusted Trading Set To Begin July 2, 2026

[Shashi @pebbana]

$VEEV Veeva Sys (NYSE:VEEV) reported quarterly earnings of $2.24 per share which beat the analyst consensus estimate of $2.13 by 5.16 percent. This is a 63.5 percent increase over earnings of $1.37 per share from the same period last year. The company reported quarterly sales of $882.948 million which beat the analyst consensus estimate of $853.646 million by 3.43 percent. This is a 16.33 percent increase over sales of $759.000 million the same period last year.