Snowlion @amit4tek
Trade, Review, Study. Execution is everything. United States Joined January 2010-
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$DLTR | Dollar Tree Q2'25 Earnings Highlights: 🔹 Revenue: $4.60B (Est. $4.47B) 🟢; UP +12.3% YoY 🔹 Adj EPS: $0.77 (Est. $0.40) 🟢; includes ~$0.20 timing benefit from tariffs Guidance (FY26): 🔹 Revenue: $19.3B–$19.5B (Est. $19.15B) 🟢 🔹 Adj EPS: $5.32–$5.72 (Est. $5.47) 🟡…
$NVDA - NVIDIA ORDERS HALT TO H20 PRODUCTION AFTER CHINA DIRECTIVE AGAINST PURCHASES - THE INFORMATION
🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 30-Second Stock Market Review 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 1️⃣ $RUN up 32% after the Treasury Department posted new guidance on energy tax credits. 2️⃣ $UNH up 11% after Berkshire Hathaway disclosed a new stake in the company in a recent 13F filing. 3️⃣ $RCAT…
Novo Nordisk’s $NVO has got FDA’s green light for Wegovy to treat adults with MASH and moderate-to-advanced liver fibrosis, the first GLP-1 to get this nod. In the phase 3 ESSENCE trial, 63% of patients saw MASH resolution with no worsening of fibrosis vs 34% on placebo, and…
$AMD Q2’25 Earnings Highlights 🔹 Revenue: $7.69 B (Est. $7.43 B) 🟢; +32% YoY 🔹 Adj. EPS: $0.48 (Est. $0.49) 🔴; -30% YoY 🔹 Adj Gross Margin: 43%; DOWN -10 ppts YoY Q3 Guidance 🔹 Revenue: $8.4 B–$9.0 B (Est. $8.37 B) 🟢; UP +28% YoY 🔹 Non-GAAP Gross Margin: ~54% Q2…
PRESIDENT TRUMP TO MAKE “AN ANNOUNCEMENT” FROM OVAL OFFICE TODAY AT 4:30 PM ET, PER WHITE HOUSE
$OSCR | Oscar Health Q2’25 Earnings Highlights 🔹 Revenue: $2.86B (Est. $2.92B) 🔴; +29% YoY 🔹 EPS: ($0.89) (Est. ($0.84)) 🔴 🔹 Membership: 2.03M (vs. 1.58M YoY) FY25 Guidance 🔹 FY Revenue: $12.0B–12.2B (Est. $12.01B) 😐 🔹 Reaffirmed all previously updated metrics from July…
$XBI | Wow—traders and investors can now track the odds of which FDA drugs might get approved each month on Polymarket It’s interesting how betting markets are starting to reshape the information landscape.
Guys, stop overcomplicating data tracking. if u're a shortseller 1) collect all the main runners/faders of the day 2) separate them in 3 categories (best faders, decent faders, squeezers) 3) find out what the best faders have in common relative to the decent faders & squeezers
A bunch of Wall Street favorites are set to report earnings next week. I’ll be putting together a detailed preview in my newsletter. Which stock are you most interested in and want me to cover? 👀 $AAPL $AMZN $MSFT $META $V $MA $PYPL $COIN $SPOT $NFLX $ROKU $QCOM $UNH $PG $BA…
BofA on Bloom Energy: $BE's Oracle moment: great optics, but unclear economics' Analyst comments "We are looking for evidence of that and improved disclosure; we reiterate our $20 PO. BE suggests ~30% of future data centers may adopt onsite generation. The structural trend is…
When its months into hot market flows and market makers run out of ideas about what to squeeze (or every sector has already been squeezed) so they go and just start squeezing random highly shorted tickers...
My Pre-Open Routine (30 Minutes Before Market Opens) Using Free Tools In addition to the usual position management (stop adjustment), post-market screening, reviewing the daily biggest movers list (their catalysts) and, ETFs price action development, there are specific…
*PETER_THIEL BACKED CRYPTO FIRM 'BULLISH' FORMALLY FILES FOR IPO WITH SEC
CHINA’S RARE EARTH EXPORTS JUMP 80% IN JUNE: BBG China’s exports of rare-earth products rose to 3,808 tons in June, up sharply from a five-year low of 2,115 tons in May, as Beijing eases trade war-era curbs that had threatened U.S. magnet supply chains.
TRUMP TO UNVEIL AI ACTION PLAN JULY 23: BBG President Trump is expected to announce new AI guidelines focused on easing regulations, expanding energy access for data centers, and promoting U.S. AI adoption globally. The plan urges Congress to preempt state-level rules and…
TRUMP TO OPEN 401K MARKET TO CRYPTO, GOLD, AND PRIVATE EQUITY — FT Donald Trump is preparing to sign an executive order that could open up America’s $9T retirement market to crypto, metals, private equity, and more. The order would direct agencies to clear the path for 401k…
*TRUMP TO SIGN EXEC ORDERS 4:00 PM ET THURSDAY
$TSM | TSMC Q2'25 Detailed Earnings Highlights: 🔹 Revenue: $30.07 B (Est. $30.00 B) 🟢; +44.4% YoY 🔹 Net Income: $13.5 B (Est. $12.1 B) 🟢; +60.7% YoY 🔹 EPS: $2.47 (Est. $2.12) 🟢; +60.7% YoY 🔹 Gross Margin: 58.6% (Est. 58%) 🟢; +5.4 pp YoY 🔹 Operating Margin: 49.6%…
🚨 $TSM with another monster quarter 🚨 - Revenue $31.6B vs. 30.2B expected 🟢 - EPS $2.60 vs. $2.38 expected 🟢 - Gross Margin 58.6% vs. 57.9% expected 🟢 While $ASML continues to struggle, $TSM is not facing any slowdown whatsoever. And come on, these margins.... Net…
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