TheMarketTell

Charts, data, and the context the headline missed. Educational only — not advice.

[TheMarketTell @TheMarketTell]

@Mr_Derivatives I think the bigger question for $NFLX is whether earnings give the market a reason to reprice expectations.

Advertising momentum and second-half guidance will probably matter more than the headline EPS.

[TheMarketTell @TheMarketTell]

@alphacharts365 I think the biggest story won’t be the EPS beat or miss.

It’ll be whether management raises NII guidance. That could set the tone not just for $JPM, but for the entire banking sector.

[TheMarketTell @TheMarketTell]

@LEAPTRADER_ I think guidance will matter more than the actual earnings beat this week.

$JPM NII outlook, $ASML AI demand commentary, and $NFLX second-half growth guidance could end up moving stocks more than the headline EPS numbers.

[TheMarketTell @TheMarketTell]

@stockmom Watching $JPM.

Everyone will report the EPS beat or miss.

I’ll be watching whether management raises Net Interest Income guidance

[TheMarketTell @TheMarketTell]

@EconomyApp $NFLX and $JPM are what I’m watching closely into earnings.

My prediction:

• JPM beats and nudges NII guidance higher.
• NFLX beats, but guidance and advertising commentary determine whether the stock moves higher.

[TheMarketTell @TheMarketTell]

@FIREDUpWealth $AMZN for me. AWS growth has reaccelerated, advertising is quietly one of the highest-margin businesses in tech, and AI capex should translate into higher cloud revenue over time. Best mix of upside and downside protection on this list.

[TheMarketTell @TheMarketTell]

@AlphaOwlTrading I think the market is asking the wrong question about $NFLX

The next leg higher probably depends on whether management can convince investors that advertising and second half growth are accelerating.

[TheMarketTell @TheMarketTell]

@yianisz That’s what the market keeps missing on. AI demand isn’t just about GPUs anymore. If HBM stays supply constrained and hyperscalers keep raising capex, memory pricing has room to stay stronger for longer.

[TheMarketTell @TheMarketTell]

@_HalalTrader_ I think you’re on the right track. It’s not just a technical rotation. Memory fundamentals have improved a lot over the last few months. HBM demand is still sold out, hyperscaler AI spending hasn’t slowed, and that’s a pretty good backdrop for names like $MU.

[TheMarketTell @TheMarketTell]

@ftr_investors $NFLX
interested in whether management can convince investors that advertising and second-half growth are accelerating. Guidance will likely matter more than the beat.

[TheMarketTell @TheMarketTell]

@DudeWhoInvests The business hasn’t fallen apart. Expectations have.
Next week’s earnings will likely come down to three things:

• Q3 guidance
• Advertising momentum
• Management’s outlook for the second half

That’s what I’ll be listening for.

[TheMarketTell @TheMarketTell]

@ariaradnia Buy $META for its AI monetization and cash generation.

Hold $NFLX because next week’s guidance could reset expectations.

Sell $UBER simply because I’d rather allocate capital to the other two.

[TheMarketTell @TheMarketTell]

@VJNCapital $NFLX is one I’m watching closely into earnings.

bigger question isn’t whether it’s cheap after the pullback, it’s whether management can convince investors that advertising and engagement can reaccelerate growth in the second half.

[TheMarketTell @TheMarketTell]

@dividendology @ReadOpeningBell $NVDA multiple got cheaper because earnings exploded. That’s very different from a stock getting cheaper because fundamentals deteriorated.

[TheMarketTell @TheMarketTell]

@DevotedDividend If the goal is maximizing wealth over 30 years: $VOO.

If the goal is maximizing income in retirement: $SCHD.

Different objectives, different answers.

[TheMarketTell @TheMarketTell]

@TheStockUp_ That’s exactly how I’m looking at it.

The market is treating AI capex like an expense instead of an investment. If those dollars continue translating into AWS growth for $AMZN and sustained AI demand for $NVDA, today’s multiples could look cheap in hindsight.

[TheMarketTell @TheMarketTell]

@MMatters22596 I’d put $NBIS and $SNOW at the top.

AI infrastructure + enterprise AI software feels like the highest-conviction combination over the next 5 years. The market is still underestimating how much compute and data spending is ahead.

[TheMarketTell @TheMarketTell]

@NotA_Bull Wouldn’t necessarily say broken.

$NKE is a turnaround story.
$PYPL is an execution story.

PayPal is still growing TPV double digits, buying back billions in stock, and generating massive FCF. The market just wants to see consistent growth reaccelerate.

[TheMarketTell @TheMarketTell]

If you enjoy this kind of earnings breakdown…

Follow @TheMarketTell.

I’ll be doing these before every major earnings report this season, along with the technical setups my scanner is finding.

[TheMarketTell @TheMarketTell]

$NFLX reports earnings on July 16.

Most investors will focus on EPS.

I think they’re watching the wrong numbers.

I spent the morning digging through Netflix’s guidance, Street expectations, and what will actually move the stock.

Here’s everything you need to know before earnings. 🧵👇

[TheMarketTell @TheMarketTell]

My takeaway

I don’t think this earnings report is about Netflix’s last 90 days.

It’s about whether management convinces investors that growth is still accelerating.

That’s what I’ll be watching.