Saimi Lee

Don't be fooled, I'm building my own empire.

[Vest @VestExchange]

$HIMS REPORTS Q2 AFTER TODAY'S CLOSE

→ Revenue ~$722M expected vs a $680-700M company guide, with ~-$0.05 EPS expected
→ Q1 marked a strategic pivot toward branded GLP-1 products; U.S. revenue fell 8% YoY
→ Q1 revenue was $608M, with gross margin at 65% vs 73% a year ago

Focus areas include branded GLP-1 uptake, margin recovery, Eucalyptus integration and full-year guidance.

[Vest @VestExchange]

$USAR is in focus amid Trump's mining CEO roundtable and critical minerals price-floor reports, with shares up around 12.5% on the session.

The move extends a sector-wide rare earth rally, with USAR's domestic buildout in focus alongside $1.6B in Commerce support and Wheat Ridge processing milestones.

Q2 results for $USAR are due Monday after the close, with new 13F filings from Sei Investments and FNY adding to institutional accumulation.

[Saimi Lee @Saimi4Real]

@VestExchange Big 13F filings coming in right before earnings usually says a lot about smart money positioning

[Saimi Lee @Saimi4Real]

@VentureEnjoyer @JPATrades Holy floor, you're making bank if we do get to $160

[Vest @VestExchange]

$RGTI REPORTS Q2 AFTER TODAY'S CLOSE

→ Consensus is $5.09M in revenue and -$0.05 EPS expected, versus Q1 revenue of $4.4M and non-GAAP EPS of -$0.04
→ Q1 operating loss was $26.0M; cash, cash equivalents and investments totaled $569M
→ Cepheus-1-108Q became generally available through Rigetti QCS, Amazon Braket, Microsoft Azure Quantum and qBraid

Focus areas include Novera deliveries, system-level contracts, quantum-cloud usage, fidelity metrics and cash deployment.

[Vest @VestExchange]

$NBIS is down around 9% on the session, with profit-taking unwinding much of last week's AI rally ahead of the August 12 Q2 report.

The pullback follows a surge past $229 this week after hyperscaler earnings validated AI infrastructure demand, with the stock still trading near a 73x forward multiple.

The August 12 report is the next catalyst, with Street expectations near $576.7M in revenue versus $105.1M a year earlier.

[nicole ʚɞ @aukeiitcg]

my dream gardevoir & sylveon page ⋆˚౨ৎ ⋆.˚

[mimi @HyIianHime]

shhh… it’s nap time!

[megs @megsaidwot]

oweeeee

[Steven 💎 @StevenxTCG]

So like……did these ever get reprinted or what?

[Saimi Lee @Saimi4Real]

@VestExchange A 155% Rule of 40 score is ridiculous, who's even fighting earnings like that

[Saimi Lee @Saimi4Real]

@GigaCryptMaster ayayaya que rico pe

[Vest @VestExchange]

$PLTR reported Q2 U.S. revenue growth of 115% YoY, with commercial revenue up 149%, government revenue up 90% and a 155% Rule of 40 score.

At the open, $PLTR is up around 15% with Q2 commercial growth in focus against a raised full-year revenue guide.

→ Revenue: $1.94B vs. $1.81B consensus
→ Adjusted EPS: $0.41 vs. $0.33 expected

Commercial remaining deal value reached $6.238B, up 124% YoY; FY2026 revenue guidance rose to $8.150B-$8.158B from $7.650B-$7.662B.

[Vest @VestExchange]

$IREN is down close to 3% today, with Thursday's sharp rally partially retraced amid broader AI and crypto-linked selling.

About 85% of the more than $4B 2026 AI Cloud ARR target is under contract, with $2.8B in new agreements announced July 20. The $NVDA partnership is part of the pivot to AI cloud.

Convertible debt raises and dilution concerns remain part of the discussion, with shares swinging between roughly $33 and $40 over the past week.

[Vest @VestExchange]

$MU is down around 3.2% on today's session, with sector-wide profit-taking reversing part of Thursday's sharp AI-memory rally.

Situational Awareness unwound its public-stock portfolio amid AI-position losses. Michael Burry expanded his $MU short around $880. Persistent DRAM and NAND shortages remain the fundamental counterpoint.

Trade $MU and broader semiconductor volatility 24/7 with a Vest Capital funded account and access up to $25k in trading capital.

[Vest @VestExchange]

$COIN & $MSTR EARNINGS REPORT: TRADING & TREASURY ACCOUNTING

Revenue / EPS: Actual | Consensus.
→ $COIN: $1.22B / -$1.36 | $1.29B / -$0.44; transaction revenue $599M, subscription/services $555M, adjusted EBITDA $208M.
→ $MSTR: $122.4M / -$24.45 | $122.90M / -$2.19; $8.32B unrealized digital-asset loss, with 843,775 BTC held July 26.

$COIN is down around 12.2% and $MSTR is down around 5.6% on the session. Q3 $COIN subscription/services guide: $500M-$580M. $MSTR USD reserve: $3.75B.

[Vest @VestExchange]

$COIN & $MSTR REPORT Q2 EARNINGS TODAY: TRADING & TREASURY ACCOUNTING

→ $COIN: $1.29B Q2 revenue / -$0.44 EPS expected; transaction and subscription revenue remain key line items.
→ $MSTR: $122.90M Q2 revenue / -$2.19 EPS expected; digital-asset fair-value accounting remains central to the print.

Focus areas include $COIN transaction revenue, USDC and derivatives; $MSTR fair-value accounting, ATM financing and preferred dividends.

[Saimi Lee @Saimi4Real]

@xfritzioneitor yoni makiavelico

[Vest @VestExchange]

$MSFT, $META, $ARM & $LRCX EARNINGS REPORT: AI CAPACITY & CAPEX

Revenue / EPS: Actual | Consensus

→ $MSFT: $90.01B / $4.74 | $87.63B / $4.24. Azure +43%; annual revenue topped $100B.
→ $META: $60.8B / $6.18 | $60.29B / $7.22. Margin was 31% vs 43%; results included a $2.4B legal charge.
→ $ARM: $1.29B / $0.45 | $1.27B / $0.40. Royalties +22%; Q2 revenue guide is $1.33B-$1.43B.
→ $LRCX: $6.72B / $1.82 | $6.67B / $1.68. September revenue guide is $8.10B ± $400M.

[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.