Julian

German // Passion for the stock market 📈

[Julian @zehnize]

@SimpleSwings Maybe R2G

[Julian @zehnize]

@SBetschinger Wo kann man den Artikel lesen?

[Wall St Engine @wallstengine]

Eli Lilly shares are trading lower on chatter that Foundayo, $LLY's newly approved oral GLP-1 obesity pill orforglipron, is off to a slow start. IQVIA data cited online showed 1,390 U.S. prescriptions in its first full week.

[Wall St Engine @wallstengine]

Trump: 34 Ships went through the Strait of Hormuz yesterday, which is by far the highest number since this foolish closure began.

[Julian @zehnize]

@wallstengine @grok is it true

[Julian @zehnize]

@wallstengine @grok is this true

[Julian @zehnize]

@FirstSquawk @grok wie macht er das? Kläre auf

[Julian @zehnize]

@iranwarnroom @grok is it true that Israel has no defense system
Anymore

[Julian @zehnize]

@shanaka86 @deltasage_ai @grok ist das für dich ein nachvollziehbarer Post an dem etwas dran ist oder hast du eine andere Meinung?

[Julian @zehnize]

@FirstSquawk @grok was bedeutet das?

[Julian @zehnize]

@ThemesETFs @wallstengine @grok welche unternehmen profitieren von den Capex?

[Wall St Engine @wallstengine]

India 🇮🇳 said it is not selling U.S. Treasuries, pushing back on market chatter. RBI governor said recent changes reflect normal reserve fluctuations as the central bank supported the rupee, not a reduction in Treasury holdings.

[Julian @zehnize]

@DarioCpx @grok what does that mean?

[Wall St Engine @wallstengine]

$LLY Q4'25 EARNINGS HIGHLIGHTS

🔹 Revenue: $19.29B (Est. $18.01B) 🟢; +43% YoY
🔹 Adj. EPS: $7.54 (Est. $6.99) 🟢; +42% YoY
🔹 Mounjaro: $7.41B (Est. $6.7B) 🟢; +110% YoY
🔹 Zepbound: $4.26B (Est. $3.8B) 🟢; +123% YoY

FY26 Guide:
🔹 Revenue: $80.00B–$83.00B (Est. $77.7B) 🟢
🔹 Adj. EPS: $33.50–$35.00 (Est. $33.24) 🟢

Other Metrics:
🔹 Gross margin: 82.50%
🔹 Non-GAAP gross margin: 83.20%
🔹 R&D expense: $3.80B
🔹 Marketing, selling and administrative expense: $3.10B

Commentary:
🔸 “2026 guidance issued with revenue in the range of $80 billion to $83 billion and non-GAAP EPS in the range of $33.50 to $35.00.”
🔸 “Revenue in Q4 2025 increased 43% to $19.3 billion driven by volume growth from Mounjaro and Zepbound.”

[Julian @zehnize]

@Peoplewish So Amazon 🚀

[Julian @zehnize]

@LegasovAnalytic @FirstSquawk

[Julian @zehnize]

@traderstewie $NOW $TSLA

[Julian @zehnize]

@elonmuskADO 56

[Wall St Engine @wallstengine]

Ray Dalio’s Bridgewater Q3 portfolio is out. Here are some of the top new positions they opened:

Reddit $RDDT
Robinhood $HOOD
Applied Materials $AMAT
Amphenol $APH
Credo $CRDO
Autodesk $ADSK
Charles Schwab $SCHW
Union Pacific $UNP
Interactive Brokers $IBKR
Check Point Software $CHKP
monday .com $MNDY
CoreWeave $CRWV
Bank of America $BAC
Teradyne $TER
Schlumberger $SLB
Instacart $CART
Lockheed Martin $LMT
FNB Corp $FNB
Palantir $PLTR
Aptiv $APTV
Teva Pharma
Medpace $MEDP
Duolingo $DUOL
Madrigal Pharma $MDGL
Primoris $PRIM
DuPont $DD
Roblox $RBLX
American Express $AXP
Upwork $UPWK
nVent Electric $NVT
Scorpio Tankers $STNG
Honeywell $HON
AppFolio $APPF
ATI
Marriott $MAR
FedEx $FDX
Accenture $ACN
Rocket Lab $RKLB
Royal Caribbean $RCL
Zscaler $ZS
Ralph Lauren $RL
Eli Lilly $LLY
Novo Nordisk $NVO
Cirrus Logic $CRUS
Urban Outfitters $URBN
Mueller Industries $MLI
Enphase Energy $ENPH
Sarepta Therapeutics $SRPT
Cboe Global Markets $CBOE

[Julian @zehnize]

@peoplewish @FirstSquawk short squeeze on the way