Holo Ranger

Peak performance

[Holo Ranger @tamooha0533]

@VestExchange so this went down on a rumor?

[Holo Ranger @tamooha0533]

@CoolingGPT

[Vest @VestExchange]

$CRCL reported Q2 revenue and reserve income of $701M, up 7% YoY, with USDC in circulation at $73.3B, up 19% YoY, and net income of $48M, up $530M YoY.

On the day, $CRCL is roughly flat, with the revenue miss and softer USDC circulation weighed against raised full-year guidance.

→ Revenue: $701M vs. $713.3M consensus
→ EPS: $0.18 vs. $0.16 expected

The quarter also brought a federal OCC trust bank charter and 11 founding validators for the Arc mainnet launch, including BlackRock, Visa and Standard Chartered.

[Vest @VestExchange]

$SPCX REPORTS Q2 AFTER TODAY'S CLOSE

→ Consensus is $6.93B in revenue and -$0.26 EPS for the company's first public earnings report.
→ Heading into the close, $SPCX shares are up around 9%, with the webcast scheduled for 4:30 PM ET.
→ Starlink profitability, Starship execution and capital spending are the core operating focus areas.

Beyond the quarterly figures, management confidence in AI and orbital data centers is the larger readthrough.

[Holo Ranger @tamooha0533]

@VestExchange

[Vest @VestExchange]

$AMD & $ALAB REPORT Q2 RESULTS AFTER TODAY'S CLOSE

→ $AMD: consensus is $11.28B in revenue and $1.55 adjusted GAAP EPS, with Data Center, MI450 and Helios timing in focus.
→ $ALAB: consensus is $360.21M in revenue and $0.64 adjusted GAAP EPS, with PCIe 6 demand and Scorpio ramps as key readthroughs.

For $AMD, the main angle is accelerator deployment and Data Center growth; for $ALAB, connectivity and margins.

[Holo Ranger @tamooha0533]

@VestExchange Well, it didn't last that much lol

[Holo Ranger @tamooha0533]

@WojakSupreme So, we're longing $PLTR for the rest of the month?

[Wojak Supreme @WojakSupreme]

Dude what in the fk happen to $PLTR?

[Holo Ranger @tamooha0533]

@VestExchange the run before earnings happened from 104 to 130 time to pull an Apple

[Teknium 🪽 @Teknium]

Qwen 3.8 Max and a new local 27B Qwen 3.8 is coming!

Thanks @Alibaba_Qwen for featuring Hermes Agent in the release video!

[TrendSpider @TrendSpider]

Nvidia $NVDA heads into August with its highest win rate of the year, while sitting right on its 200EMA 🌶️
☀️ https://t.co/TbENQUp1Iw

[Vivek Sen @Vivek4real_]

BREAKING: MICHAEL SAYLOR'S STRATEGY JUST SOLD $102,000,000 WORTH OF BITCOIN.

THE LAST TIME STRATEGY SOLD BTC WAS IN 2022.

BITCOIN WENT ON TO SURGE OVER 600%.

THIS IS THE SIGNAL 🚀

[BBC London @BBCLondonNews]

Trains halted after trackside fire ➡️ https://t.co/hg3W7i5pAc

[✶ @echoesofworld]

Costa Rica

[*Walter Bloomberg @DeItaone]

MARKET MOVERS

🟢 UPGRADES
$IR: Stifel upgraded to Buy; PT raised to $101 from $84
$PSN: Jefferies upgraded to Buy; PT cut to $52 from $60
$CRCL: TD Cowen initiated with Buy; PT $82
$RBLX: JP Morgan assumed coverage with Neutral; PT $40

🔴 DOWNGRADES
$LAUR: JP Morgan downgraded to Neutral

[Vest @VestExchange]

Into the open, $SPCX is down around 1.8%, with the stock near the bottom of its 52-week range and more than 50% below its June peak.

Short interest is roughly $25B, while Jefferies argues the selloff reflects a broader AI-valuation reset rather than company-specific governance concerns tied to Musk's control.

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

[Holo Ranger @tamooha0533]

#مسابقة_توقعات_محب_راشد 3-2 للنصر عبده عطيف وسهلاوي سعود حمود ,وللهلال قحطاني ياسر ,الشهلوب

[Holo Ranger @tamooha0533]

اتوقع فوز الهلال 2/3#نهائي_كأس_ولي_العهد