Wall St Engine @wallstengine Twitter profile

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Wall St Engine

13 days

YOU’RE ALL INVITED TO JOIN OUR DISCORD COMMUNITY! Get access to earnings highlights, news, in-depth research, analyst reports, trade ideas, option flow, daily live streams, & so much more—all with the best community & team 🔥 Use "WALL20" for 20% off:

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Wall St Engine

@wallstengine

6 months

Jeff Bezos, Nvidia, OpenAI, Microsoft, & Amazon are backing 'Figure AI', a startup developing human-like robots, is raising $675M, valuing the company at ~$2B Bezos contributes $100M, Microsoft $95M, with Nvidia and Amazon each investing $50M. @elonmusk

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Wall St Engine

@wallstengine

6 months

If you find my content useful, please consider leaving a comment occasionally or at least liking the posts you find helpful. Your engagement would greatly boost the account. Thank you! 🙏

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Wall St Engine

@wallstengine

14 days

I'm noticing some FOMO among traders and investors lately, so I just wanted to say: Read Full 👇 Don’t see these V-shaped rallies as a loss or a reason to FOMO if you weren't able to capitalize enough on it. If you’re feeling that way, it might be because you have less than 40%

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Wall St Engine

@wallstengine

8 days

If you find my content useful, please consider leaving a comment or at least liking the posts you find helpful. Your engagement really helps boost the account. And if you can, a shoutout or share with your friends would be much appreciated! Thanks! 🙏

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Wall St Engine

@wallstengine

1 month

If you find my content useful, please consider leaving a comment or at least liking the posts you find helpful. Sometimes recommending others to follow us would be great too. Your engagement really helps boost the account. Thanks a ton! Much love! 🙏

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Wall St Engine

@wallstengine

1 month

$TSM | TSMC Q2 Detailed Earnings Highlights: 🔹 EPS: $1.48 (Est. $1.42) 🟢 🔹 Revenue: $20.8B (Est. $20.1B) 🟢; UP 40% YoY Raises FY'24 Guidance: 🔸 Revenue: Expects to grow "slightly above mid 20%" 🔸 Capex: Raised to $30-32B from $28-30B 🔸 Reaffirms 2024 Semiconductor

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Wall St Engine

@wallstengine

3 months

Here's a great visualization of the key players in the "AI data center" ecosystem: $NVDA, $VRT, $AMD, $TSM, $SMCI

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Wall St Engine

@wallstengine

23 days

Rosenblatt Reiterates Buy Rating and $200 PT on $NVDA Analyst Comments: "NVIDIA shares are under pressure due to continued rumors of a several-month delay in Blackwell B200 GPUs due to an undisclosed silicon flaw. We have not confirmed any design flaws or timing issues with B100

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Wall St Engine

@wallstengine

3 months

Here's a great visualization of the key players in the Cybersecurity Value Chain: $NOW $CRWD $DDOG $OKTA

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Wall St Engine

@wallstengine

30 days

Just realized I hit 15k followers! 🎉 The mindset stays the same—bringing you free, imp. market info, stats, actionable news, earnings highlights, and random commentary everyday Nothing changes here; it’s all about keeping you informed! Thanks for the support! Love you all! 🙏♥️

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Wall St Engine

@wallstengine

1 month

$GOOGL | Alphabet Q2'24 Highlights: 🔹 EPS: $1.89 (Est. $1.85) 🟢 🔹 Total Revenue: $84.7B (Est. $84.3B) 🟢 Revenue by Segments: 🔹 Google Advertising: $64.62B (Est. $64.2B)🟢 🔹 YouTube Ads: $8.66B (Est. $8.95B) 😕 🔹 Google Cloud: $10.35B (Est. $10.1B) 🟢 🔹 Google Search:

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Wall St Engine

@wallstengine

1 month

To those wanting a simple explanation of what caused this outage: $CRWD $MSFT CrowdStrike is a cybersecurity company that provides cloud-based endpoint protection, threat intelligence, and cyberattack response services. The company's flagship product is the Falcon platform,

Wall St Engine

@wallstengine

1 month

Global IT Outage: $MSFT, $CRWD, $DAL, $UAL, $S — On Thursday night, Microsoft services experienced issues, causing Frontier Airlines to ground flights for two hours and impacting other operations. — Many Windows users faced crashes and blue screens due to a CrowdStrike update,

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Wall St Engine

@wallstengine

2 months

Mizuho Maintains $AMZN as Top Pick with $240 PT Mizuho sees Amazon nearing an AI ‘inflection point.’ Gen-AI projects are 6 months away from commercial deployments, potentially boosting inferencing activity and accelerating AWS growth. With increased conviction in AWS's

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Wall St Engine

@wallstengine

5 months

$DWAC | Shareholders have APPROVED the merger to take Trump's Truth Social public. The stock's ticker will change to $DJT, Trump's initials, starting Monday. With this approval, Trump's stake is now valued at about $3.5B and Truth Social is expected to start public trading

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Wall St Engine

@wallstengine

2 months

Bill Gates on AI & if $NVDA is in bubble "AI growth is real and AI is not Pets .com, this is something very, very fundamental"

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Wall St Engine

@wallstengine

2 months

$NVDA has increased its chip orders from $TSM by 25% for the new AI Blackwell-architecture GPUs, using a 4nm process. Production will start soon, driven by strong demand from Amazon, Google, Meta, Microsoft, and Dell. Nvidia expects to ship 60,000 GB200 NVL72 and GB200 NVL36

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Wall St Engine

@wallstengine

1 month

$NVDA is reportedly developing a new version of its flagship AI chips, dubbed "B20," specifically for the Chinese market to comply with U.S. export controls. NVIDIA will collaborate with Inspur, a major distributor in China, for the chip's launch and distribution. Source:

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Wall St Engine

@wallstengine

7 months

I'm noticing some FOMO among traders and investors lately, so I just wanted to say: Read Full 👇 Seeing the stock market hit new highs every day, with tech giants and semis on a tear with $NVDA, $SMCI like stock hitting back-to-back highs, can really amp up the FOMO, especially

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Wall St Engine

@wallstengine

2 months

Wedbush Raises $TSLA PT to $300 from $215, Adds to 'Best Ideas List' Analyst Comments: "Tesla took another big step forward by announcing that General Motors $GM will integrate the North American Charging Standard connector design into its electric vehicles, allowing access to

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Wall St Engine

@wallstengine

3 months

ROBINHOOD $HOOD TO ACQUIRE CRYPTO EXCHANGE BITSTAMP FOR $200M IN CASH. The acquisition, subject to regulatory approval, will introduce Robinhood's first institutional business and expand its crypto offerings internationally. Bitstamp will continue operating under its brand

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Wall St Engine

@wallstengine

21 days

Reports indicate that Nvidia and other major US tech firms are considering Intel Foundry Services $INTC for their semiconductor needs due to TSMC's current production capacity shortage.

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Wall St Engine

@wallstengine

23 days

$CELH | Celsius Holdings Q2 Earnings Highlights 🔹 EPS: $0.28 (Est. $0.23) 🟢; UP +65% YoY 🔹 Revenue: $402.0M (Est. $393.165M) 🟢; UP +23% YoY 🔹 Gross Margin: 52.0% (Prev. 48.8%); +320 BPS Key Q2 Metrics: 🔸 North America Revenue: $382.4M (Est. $376M) 🟢; UP +23% YoY 🔸

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Wall St Engine

@wallstengine

1 month

$COIN | Citi Upgrades Coinbase to Buy, Raises PT to $345 from $260 Analyst Comments: "Shifts in the U.S. Election landscape and the Supreme Court’s overturning of the long-standing Chevron precedent has changed our view on Coinbase’s regulatory risks. While so far positive for

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Wall St Engine

@wallstengine

6 months

RobinHood $HOOD's February metrics are out: — Funded Customers reached 23.6M, a rise of ~130K from Jan 2024. — Assets Under Custody hit $118.7B, surging 16% from Jan, with Net Deposits in Feb at $3.6B, marking a 42% annualized growth from Jan 2024 AUC. — Yearly Net Deposits

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Wall St Engine

@wallstengine

3 months

ETrade, owned by Morgan Stanley, is considering "REMOVING" meme-stock leader Keith Gill aka roaring kitty from its platform over concerns about potential stock manipulation related to his recent $GME option trades. The SEC is also reviewing trading in GameStop call options

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Wall St Engine

@wallstengine

2 months

$NVDA | Morgan Stanley Raises Price Target to $144 from $116 Analyst Comments: "The strong surge in H20 builds & demand removes any concern about a pre-Blackwell pause. Hopper builds continue to rise, transitioning to H200 with better memory bandwidth from HBM3e. China

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Wall St Engine

@wallstengine

6 months

@gurgavin He also compared Elizabeth Holmes to Steve Jobs, in 2015. 😅 Just to clarify, I'm not saying anything about Jensen; I'm just evaluating the accuracy of the comparison!

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Wall St Engine

@wallstengine

24 days

$PLTR | Palantir Technologies Q2'24 Earnings Highlights: 🔹 Adj. EPS: 9c (Est. 8c) 🟢 🔹 Total Revenue: $678M (Est. $652.8M) 🟢; UP +27% YoY, UP +7% QoQ Raised FY'24 Guidance: 🔹 Revenue: $2.742B - $2.750B (Est. $2.7B) 🟢 🔹 Adj Income from Operations: $966M - $974M (Est.

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Wall St Engine

@wallstengine

3 months

$GME just filed a 75M share ATM shelf offering with Jefferies as sales agent. Previously sold 45M shares for ~$933.4M under the same agreement.

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Wall St Engine

@wallstengine

4 months

Upcoming Key Earnings for the Week Starting Apr. 29, 2024 — Bookmark This! 🔖 April 29 (Mon.) ☀️ SoFi $SOFI ☀️ onsemi $ON ☀️ Domino's Pizza $DPZ ☀️ MicroStrategy $MSTR ☀️ Franklin Resources ☀️ Royal Philips 🌙 Paramount Global $PARA 🌙 NXP Semiconductors $NXPI 🌙 $CHGG 🌙 Arch

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Wall St Engine

@wallstengine

21 days

$LLY | Eli Lilly Q2'24 Earnings Highlights 🔹 Revenue: $11.30B (Est. $9.98B) 🟢; UP +36% YoY 🔹 Adjusted EPS: $3.92 (Est. $2.61) 🟢; UP +86% YoY 🔸 Plans to launch Zepbound 2.5 mg & 5 mg single-dose vials in the coming weeks in US Raised FY'24 Guidance: 🔹 Revenue: $45.4B -

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Wall St Engine

@wallstengine

7 days

Rosenblatt on $NVDA (Buy; PT: $200): "We expect Nvidia to beat and raise its July quarter print and October quarter outlook, with the wildcard being how constrained the company is for Hopper platforms." "The Blackwell ramp is really a 2025 volume dynamic for the company.

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Wall St Engine

@wallstengine

30 days

$MSFT | Microsoft Q2'24 Earnings Highlights: 🔹 EPS: $2.95 (Est. $2.94) 🟢 🔹 Revenue: $64.73B (Est. $64.52B) 🟢; UP +16% YoY Segment Performance: 🔹 Microsoft Cloud Revenue: $36.8B (Est. $36.84B) 🟡 🔹 Intelligent Cloud Revenue: $28.52B (Est. $28.72B) 🔴 🔹 Productivity and

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Wall St Engine

@wallstengine

6 months

@ChuckCallesto $META's Andy Stone just said that they are aware of people facing issue and they are working on this now. The best part is that they have to use X for this communication.

Andy Stone

@andymstone

6 months

We're aware people are having trouble accessing our services. We are working on this now.

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Wall St Engine

@wallstengine

15 days

Robinhood $HOOD's July 2024 metrics are out: — Funded Customers: 24.2M, flat from June 2024, up 1M YoY. — Assets Under Custody (AUC): $144.5B, up 3% from June 2024, up 53% YoY. Net deposits were $4.2B in July, translating to a 36% annualized growth rate. — Over the last twelve

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Wall St Engine

@wallstengine

4 months

$MSFT | Microsoft Q3'24 Earnings Highlights: 🔹 EPS: $2.94 (Est. $2.82) 🟢 🔹 Revenue: $60.87B (Est. $60.80B) 🟢 🔹 Intelligent Cloud Rev: $26.71B (Est. $26.25B) 🟢 🔹 Productivity Rev: $19.57B (Est. $19.54B) 🟢 🔹 More Personal Computing Rev: $15.58B (Est $15.07B) 🟢

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Wall St Engine

@wallstengine

4 months

Michael Burry has just filed a 13F for Q1'24 updating his portfolio. Here are his top 10 holdings: JD:com $JD - 9.53% Alibaba $BABA - 8.74% HCA Healthcare $HCA - 8.06% Citigroup $C - 7.64% Sprott Physical Gold Trust $PHYS - 7.37% (New) Block $SQ - 7.36% Cigna Group $CI - 7.02%

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Wall St Engine

@wallstengine

23 days

$SMCI | Super Micro Computer Q4'24 Earnings Highlights: 🔹 Adj EPS: $6.25 (Est. $8.25) 🔴 🔹 Net Sales: $5.31B (Est. $5.32B) 🟡; UP +40% YoY 🔸 10-for-1 stock split, effective October 1, 2024 Q1'25 Forecast: 🔹 Net Sales: $6.0B-$7.0B (Est. $5.47B) 🟢 🔹 Adj EPS: $6.69-$8.27

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Wall St Engine

@wallstengine

3 months

Robinhood $HOOD's May 2024 metrics are out: — Funded Customers: 24.1M, up 120K from April 2024, up 960K YoY. — Assets Under Custody (AUC): $135.0B, up 9% from April 2024, up 65% YoY. Net deposits were $3.6B in May, translating to a 35% annualized growth rate. — Over the last

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Wall St Engine

@wallstengine

4 months

Today's semiconductor market🩸 $SMCI: -23% $ARM: -13.5% $NVDA: -8.5% $AMD: -5.6% $AVGO: -4.4% $TSM -3.6% Are people cashing out of the AI trade? 🤔

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Wall St Engine

@wallstengine

6 months

Rivian $RIVN just unveiled the R2, its next-gen smaller and lower cost vehicle. Here's the 360 -degree tour of it.

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Wall St Engine

@wallstengine

1 month

Citi: 'We remain wildly bullish on semis...' "We spent the last week meeting investors in New York/Connecticut. $NVDA remains the stock with the most positive sentiment, with $AVGO catching up. Positive views on $NXPI and $ADI due to inventory replenishment. The most unpopular

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Wall St Engine

@wallstengine

3 months

$NVDA | Nvidia Q1 Earnings Highlights: 🔹 Adj EPS: $6.12 (Est. $5.65) 🟢 🔹 Revenue: $26B (Est. $24.69B) 🟢; UP +261% 🔹 Data Center Rev: $22.6B (Est. $21.06B) 🟢 🔹 Adj Gross Margin: 78.9% (Est. 77%) 🟢 🔸 10-for-1 stock split 🔸 Sees Q2 Rev: $28B ± 2% (Est. $26.8B) 🟢

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Wall St Engine

@wallstengine

3 months

Get ready for a huge event-filled week ahead: ‣ $AAPL WWDC 2024 ‣ $NVDA starts trading split effective ‣ #CPI & #FOMC on the same day ‣ PPI inflation data ‣ 3 key bond auctions (3yr, 10yr, 30yr) ‣ June 13th $TSLA shareholder meeting ‣ Fed blackout period ends on June 14th

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Wall St Engine

@wallstengine

1 month

Biggest Earnings Week of the Season: 183 of the 503 S&P 500 stocks, including 4 of the MAG7, will report—nearly 36%! ‣ Mon: $MCD, $ON, $TLRY, $FFIV ‣ Tues: $PG, $PYPL, $SOFI, $PFE, $MSFT, $AMD, $SBUX, $FSLR ‣ Wed: #FOMC + $TMUS, $MA, $BA, $WING, $META, $QCOM, $ARM, $CVNA,

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Wall St Engine

@wallstengine

1 month

$GOOGL | Alphabet Q2'24 Detailed Earnings Highlights: 🔹 EPS: $1.89 (Est. $1.85) 🟢 🔹 Total Revenue: $84.74B (Est. $84.3B) 🟢; UP +14% YoY Revenue by Segments: 🔹 Google Advertising: $64.62B (Est. $64.2B) 🟢; UP +11.1% YoY 🔹 YouTube Ads: $8.66B (Est. $8.95B) 😕; UP +13% YoY

Wall St Engine

@wallstengine

1 month

$GOOGL | Alphabet Q2'24 Highlights: 🔹 EPS: $1.89 (Est. $1.85) 🟢 🔹 Total Revenue: $84.7B (Est. $84.3B) 🟢 Revenue by Segments: 🔹 Google Advertising: $64.62B (Est. $64.2B)🟢 🔹 YouTube Ads: $8.66B (Est. $8.95B) 😕 🔹 Google Cloud: $10.35B (Est. $10.1B) 🟢 🔹 Google Search:

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Wall St Engine

@wallstengine

1 month

- Trump Plans to lower the corporate tax rate to 15% if re-elected. - Trump shows lukewarm support for Taiwan, and said: 'Taiwan took our chip business from us. They’re immensely wealthy.' $TSM $INTC - He would allow Powell to finish his term as Fed Chair - He'd consider

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Wall St Engine

@wallstengine

1 month

$MCD | McDonald's Q2'24 Earnings Highlights 🔹 Adj EPS: $2.97 (Est. $3.07) 🔴; DOWN -6% YoY 🔹 Revenue: $6.49B (Est. $6.65B) 🔴; FLAT (UP +1% in const. currencies) Comparable Sales 🔹 Global Comp Sales: -1.0% (Est. 0.4%) 🔴 🔹 U.S. Comp Sales: -0.7% (Est. 0%) 🔴 🔹

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Wall St Engine

@wallstengine

6 months

If you find my post informative and beneficial: Can we get at least 50 ❤️likes, 25 💬comments, and 10 🗣️Shoutout to follow @wallstengine Let's see👀

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Wall St Engine

@wallstengine

2 months

$AVGO | Rosenblatt Raises PT on Broadcom to $2,400 from $1,650 Analyst Comments: "We are rolling out FY26 estimates that support high-teens sales growth and $75 Non-GAAP EPS, driven by continued AI infrastructure networking/ASIC momentum and improved synergies in enterprise

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Wall St Engine

@wallstengine

1 month

$CRWD | The recent CrowdStrike outage is estimated to have caused a direct financial loss of $5.4 billion for US Fortune 500 companies, excluding Microsoft. Insured losses are projected between $540 million and $1.08 billion, according to insurer Parametrix.

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Wall St Engine

@wallstengine

2 months

Nancy Pelosi just disclosed that she bought Broadcom $AVGO call options with a strike price of $800 and an expiration date of June. 20, 2025. She also bought 10,000 shares of $NVDA and sold her $TSLA & part of her Visa $V Source: []

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Wall St Engine

@wallstengine

4 months

🚨BREAKING NEWS🚨 It's my birthday! 🥂 "Another year, another chapter...with the pen in hand to write my own story."

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Wall St Engine

@wallstengine

6 months

$NVDA | Year-over-Year Growth of Nvidia (4Q23 vs 4Q22): ◦ Total Revenue: ↑265% ◦ Data Center Revenue: ↑409% ◦ Gaming Revenue: ↑58% ◦ Professional Visualization Revenue: ↑105% ◦ Automotive Revenue: ↓4.4% ◦ Free Cash Flow: ($11.22B) ↑544.83% ◦ Adj. Operating Income:

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Wall St Engine

@wallstengine

1 month

$AMZN | Amazon is working on developing its own AI chips to reduce reliance on $NVDA and offer cheaper alternatives. The new chips, Trainium and Inferentia, are expected to help AWS customers process data more cost-effectively, potentially cutting costs by up to 50%. Source:

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Wall St Engine

@wallstengine

1 month

OpenAI is reportedly in talks with Broadcom $AVGO to develop a new AI chip. CEO Sam Altman had initially planned to start a separate company for this, but efforts are now taking shape within OpenAI. The move aims to enhance AI capabilities with custom chips and establish

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Wall St Engine

@wallstengine

14 days

Deutsche Bank Upgrades Robinhood to Buy, Raises PT to $24 from $21 Analyst Comments: "We view $HOOD's growth potential as being exceptionally attractive, with the founders and mgmt. team not only pioneering simple brokerage trading, but also positioning the company to leverage

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Wall St Engine

@wallstengine

28 days

$AMZN | Amazon Q2'24 Earnings Highlights: 🔹 Net Sales: $148B (Est. $148.78B) 🔴; UP +10% 🔹 North America Sales: $90B (Est. $89.98B) 🟢; UP +9% 🔹 International Sales: $31.7B (Est. $32.87B) 🔴; UP +7% 🔹 AWS Sales: $26.3B (Est. $25.98B) 🟢; UP +19% 🔹 Operating Income: $14.7B

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Wall St Engine

@wallstengine

2 months

Nvidia $NVDA holds over 82% of the AI chips market for GPUs, while $AMD holds 14% market share

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Wall St Engine

@wallstengine

4 months

$AMZN | Amazon Q1'24 Earnings Highlights: 🔹 EPS: $0.98 (Est. $0.83) 🟢 🔹 Net Sales: $143.31B (Est. $142.59B) 🟢; UP +13% YoY 🔹 AWS Sales: $25.04B (Est. $24.11B) 🟢; UP +17% YoY Q2'24 Outlook: 🔸 Revenue: $144B-$149B (Est. $150B) 🔴 Other Q1 Metrics: 🔹 Operating Income:

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Wall St Engine

@wallstengine

2 months

$DELL, $NVDA, AND $SMCI COLLABORATE TO POWER GROK AI FACTORY Dell CEO Michael Dell has announced a partnership with Nvidia to build an "AI Factory" to power "Grok" for Elon Musk's xAI. Elon Musk said that Dell is "assembling half of the racks that are going into the

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Wall St Engine

@wallstengine

2 months

$MU | Micron Q3'24 Earnings Highlights: 🔹 Adj EPS: $0.62 (Est. $0.48) 🟢 🔹 Revenue: $6.81B (Est. $6.66B) 🟢; UP +81.6% YoY 🔸 Operating cash flow: $2.48B (Est. $3.24B) 😕 Q4 '24 Outlook: 🔹 Revenue: $7.4B-$7.8B (Est. $7.59B) 😕 🔹 Adj EPS: $1.00-$1.16 (Est. $1.02) 🟢 🔸 Q4

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Wall St Engine

@wallstengine

15 days

Gains from Monday's (8/5) Mayhem lows: Taiwan Semiconductor $TSM: +29% Nvidia $NVDA: +28% $META: +18% 🇯🇵 Nikkei 225: +16% Tesla $TSLA: +14% Apple $AAPL: +13% Amazon $AMZN: +12% Netflix $NFLX: +10% Nasdaq 100 $QQQ: +9% Microsoft $MSFT: +7% Google $GOOGL: +6% S&P 500 $SPY: +6%

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Wall St Engine

@wallstengine

1 month

$TSLA | Tesla Q2'24 Earnings Highlights: 🔹 EPS: $0.52 (Est. $0.62) 😕 🔹 Revenue: $25.5B (Est. $24.38B) 🟢 🔹 Total GAAP gross margin: 18% (Est. 17.4%) 🟢 🔹 Auto GM (ex-credit): 14.6% (Est. 16%) 😕 🔹 Free cash flow: $1.34B (Est. $1.9B) 😕 🔹 Capex +10% YoY to $2.27B (Est.

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Wall St Engine

@wallstengine

4 months

Wow! We've Finally hit 10K followers! 🎉 A massive THANK YOU 🙏 to everyone—this journey wouldn't have been possible without each and every one of you! But guess what? We're just getting started 😎 [There's still plenty in the box that hasn't been opened yet!]

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Wall St Engine

@wallstengine

2 months

Nvidia $NVDA officially surpasses Microsoft $MSFT and Apple $AAPL to become the world's most valuable company.

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Wall St Engine

@wallstengine

22 days

$SHOP | Shopify Q2'24 Earnings Highlights: 🔹 EPS: $0.26 (Est. $0.20) 🟢 🔹 Revenue: $2.05B (Est. $2.01B) 🟢; UP +21% YoY 🔹 Gross Merchandise Volume (GMV): $67.3B (Est. $65.7B) 🟢; UP +22% YoY Q3 Guidance: 🔹 Revenue: $2.07B-$2.14B (Est. $2.06B) 🟢 🔹 Gross Margin: +50 bps QoQ

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Wall St Engine

@wallstengine

2 months

Upcoming Key Earnings for the Week Starting Jul. 15, 2024 — Bookmark This! 🔖 What are you watching? Mon: $GS, $BLK + Fed Powell Tues: $BAC, $UNH, $MS, $SCHW, $IBKR, $JBH Wed: $ASML, $JNJ, $ELV, $UAL,, $KMI, $DFS Thurs: $TSM, $DPZ, $ABT, $NFLX, $ISRG Fri: $AXP, $SLB, $TRV,

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Wall St Engine

@wallstengine

6 months

In a CNBC interview, Palantir $PLTR CEO Alex Karp shares his unfiltered views on short sellers: "I love BURNING the short sellers. Like almost nothing makes a human HAPPIER than taking the lines of coke away from these short sellers that are going short on a truly great American

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Wall St Engine

@wallstengine

5 months

$NVDA CEO Jensen: How many Blackwell Chips do you want? $META CEO Zuck: All of them... and give me your $9000 Black leather jacket too.

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Wall St Engine

@wallstengine

4 months

$TSM | Taiwan Semi (TSMC) Q1 Earnings Highlights: 🔹 Net Revenue: $18.87B, UP 13% YoY (Est. $18.395B) 🟢 🔹 GAAP EPS: $1.38 (Est. $1.32) 🟢 🔹 Net Profit: NT$225.5B, UP 8.9% YoY (Est. NT$214.50B) 🔹 Gross Margin: 53% (incl. 50bps earthquake impact) 🟢 [-3pp Y/Y] 🔸 3nm & 5nm

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@wallstengine

29 days

$META Q2'24 Earnings Highlights: 🔹 Adj EPS: $5.16 (Est. $4.74) 🟢; UP +73% YoY 🔹 Revenue: $39.07B (Est. $38.34B) 🟢; UP +22% YoY 🔹 DAP: 3.27B, UP +7% YoY (Est. 3.22B) Guidance: 🔸 Q3 Revenue: $38.5B-$41.0B (Est. $39.17B) 🟡 🔸 FY'24 CapEX: $37-40B (Prev. $35-40B); Est. 37.5B

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@wallstengine

2 months

KeyBanc Raises $NVDA PT to $180 from $130 Analyst Comments: "Our quarterly supply chain findings were mixed. Traditional server demand is recovering, and AI demand remains robust. We expect Nvidia's GB200 to support over $200B in data center revenues in 2025"

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@wallstengine

3 months

$NVDA | Nvidia Q1'25 Earnings Highlights: 🔹 Adj EPS: $6.12 (Est. $5.65) 🟢 🔹 Revenue: $26.04B (Est. $24.69B) 🟢; UP +262% YoY 🔹 Adj Gross Margin: 78.9% (Est. 77%) 🟢 🔹 Free Cash Flow: $14.94B (Est. $12.29B) 🟢; UP +465% YoY 🔸 10-for-1 Stock split effective June 07 Q2 FY25

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@wallstengine

3 months

BofA Raises $HIMS & Hers PT to $26 from $22 - Buy BofA noted an inflection in web traffic to the Hers platform at the end of May and observed sales upside, possibly due to the initial GLP-1 launch. The May data gives BofA increased confidence in the company's ability to exceed

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@wallstengine

6 months

$HOOD | Bernstein INITIATED coverage of Robinhood with an 'Outperform' rating and a PT of $30, citing a "MONSTER" crypto cycle. Analyst Note Summary: “We expect total crypto market cap to REACH $7.5T by 2025 versus $2.6T today,” and this means Robinhood crypto revenue should

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@wallstengine

1 month

$AAPL | Apple disclosed that its AI models for Apple Intelligence were pre-trained using Google's Tensor Processing Units (TPUs), rather than Nvidia GPUs. The technical paper detailed the use of Google's TPUs for efficient training of the Apple Foundation Model (AFM). Source:

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@wallstengine

1 month

Here's a great visualization of the key players in the Cybersecurity Value Chain: [cc: $CRWD, $PANW, $ZS, $S, $MSFT and many more]

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@wallstengine

3 months

The S&P 500 Index Rebalancing is near! Announcements are set for this Friday, with inclusion day after two weeks of announcement. Potential candidates: $PLTR and $SQ 👇 1) Palantir $PLTR: → Profitability: Four consecutive quarters of positive GAAP net income. → Revenue

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@wallstengine

1 month

Upcoming Key Earnings for the Week Starting Jul. 22, 2024 What are you watching? Mon: $VZ, $TFC $SAP $CDNS Tues: $UPS, $KO, $GE, $V, $TSLA, $GOOGL Wed: $T, $VRT, $IBM, $NOW, $F, $CMG Thurs: $ABBV, $HON, $RTX, $DXCM, $DECK Fri: $MMM, $BMY, $CL, $CHTR It's gonna be a busy week

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@wallstengine

28 days

$AAPL | Apple Q3 Earnings Highlights: 🔹 EPS: $1.40 (Est. $1.35) 🟢; UP +11% YoY 🔹 Revenue: $85.78B (Est. $84.46B) 🟢; UP +5% YoY 🔹 Greater China: $14.73B (Est. $15.26B) 🔴; DOWN -6.5% YoY Segment Revenue: 🔹 iPhone Revenue: $39.30B (Est. $38.95B) 🟢; DOWN -0.9% YoY 🔹

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@wallstengine

4 months

$VRT | Vertiv Holdings Q1'24 Earnings Highlights: 🔹 Adj EPS: $0.43 (Est. $0.36) 🟢 🔹 Revenue: $1.64B (Est. $1.62B) 🟢 🔹 Organic Orders Growth: 60% YoY Raised FY24 Guidance: 🔹 Adj EPS: $2.29 - $2.35 (From $2.20-$2.26) Vs. $2.30 Est. 🟢 🔹 Revenue: $7.54B - $7.69B (From

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@wallstengine

1 month

As a trader, there's no shame in flip-flopping. That's how we make money in these markets. It's all about staying flexible and adapting to new information. Remember, the market doesn't care about your loyalty to a trade. The market changes fast, and so should we

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@wallstengine

4 months

Billionaire Investor Ron Baron says he is "incredibly Bullish" on the opportunities for Tesla. He believes he is going to make 20 times his investment in SpaceX over the next 15 years. And also said that $TSLA is going to go up a lot, & when asked when? he said 'NOW,' because

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@wallstengine

30 days

$AMD Q2'24 Earnings Highlights: 🔹 Adj EPS: $0.69 (Est. $0.68) 🟢 🔹 Revenue: $5.84B (Est. $5.72B) 🟢; UP +9% YoY Q3 '24 Guidance: 🔹 Revenue: $6.4B-$7.0B (Est. $6.58B) 🟡 🔹 Non-GAAP Gross Margin: About 53.5% 😕 Segment Performance: 🔹 Data Center Revenue: $2.8B (Est. $2.75B)

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@wallstengine

7 months

$NYCB New York Community Bancorp now down 40% 🩸 following a Q4 loss and reserve build-up. Key Reasons 👇 1) $552M provision for credit losses, far above the $45M estimate. 2) Quarterly dividend cut to 5c from 17c. 3) Poor 2024 Projections: ◦ Loan decline of 3-5%. ◦ Deposit

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Wall St Engine

@wallstengine

1 month

$VRT | Vertiv Holdings Q2'24 Earnings Highlights: 🔹 EPS: $0.67 (Est. $0.57) 🟢 🔹 Revenue: $1.95B (Est. $1.94B) 🟢; UP +13% YoY Guidance for Q3'24: 🔹 EPS: $0.65-$0.69 (Est. $0.63) 🟢 🔹 Revenue: $1.94B-$1.99B (Est. $1.98B) 🟡 Guidance for FY'24: 🔹 EPS: $2.47-$2.53 (Est.

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@wallstengine

5 months

Celsius $CELH is a HIT among teens, with 17% naming it their FAVORITE ENEGRY DRINK brand, outperforming its market share of about 12%. Meanwhile, Monster $MNST and Red Bull aren't as popular with the younger crowd. Source: Piper Teen Survey

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@wallstengine

2 months

Amazon $AMZN is reportedly working on a custom AI chip with Taiwan's Novatek. Novatek is said to have won orders from Anthropic, an AI firm backed by Amazon AWS. This could mean the "Amazon" order is via Anthropic. Amazon, which designs its own AI chips through Annapurna Labs,

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@wallstengine

4 months

$SOFI | SoFi Technologies Q1'24 Earnings Highlights: 🔹 GAAP EPS: $0.02 (Est. $0.01) 🟢 🔹 Revenue: $645M (Est. $567M) 🟢; UP +26% YoY Q2'24 Guidance: 🔹 Revenue: $555-565M (Est. $590M) 🔴 FY24 Outlook: 🔸 Adj. Net Rev: $2.39-2.43B (Prior: $2.37-2.41B) 🟢 🔸Adj. EBITDA:

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Wall St Engine

@wallstengine

5 months

Here's a Full Interview of Nvidia $NVDA's CEO Jensen Huang with @jimcramer He mentioned the Co's R&D budget for its 'Blackwell' platform was around $10 Billion.

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@wallstengine

3 months

NVIDIA $NVDA HAS OFFICIALLY HIT A $3 TRILLION MARKET CAP FOR THE FIRST TIME EVER 🥳

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@wallstengine

3 months

THE S&P INDEX $SPY IS REBALANCING CrowdStrike $CRWD to join the S&P 500, replacing Robert Half $RHI GoDaddy $GDDY and $KKR will also join the S&P 500, replacing Comerica $CMA and Illumina $ILMN Effective: Before the markets open on June 21st. Here's the full list of

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@wallstengine

2 months

$NVDA | Nvidia reportedly plans to design server racks for its upcoming GB200 flagship AI chips. This task has traditionally been managed by server designers like $DELL, $HPE, and $SMCI Source: The Information

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@wallstengine

1 month

$NFLX | Netflix Q2'24 Earnings Highlights: 🔹 EPS: $4.88 (Est. $4.74) 🟢 🔹 Revenue: $9.56B (Est. $9.53B) 🟢 🔹 Streaming Paid Net Change: +8.05M (Est. +4.87M) 🟢 Q3 Outlook: 🔹 EPS: $5.10 (Est. $4.74) 🟢 🔹 Revenue: $9.73B (Est. $9.82B) 😐 Raises FY'24 Outlook: 🔸 Revenue

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@wallstengine

22 days

$HOOD | Robinhood Q2'24 Earnings Highlights 🔹 Diluted EPS: $0.21 (Est. $0.15) 🔹 Revenue: $682M (Est. $641.5M) 🟢; UP +40% YoY 🔸 Robinhood Gold subscribers reached 2 million Operational Metrics: 🔹 Assets Under Custody (AUC): $139.7B (Est. $138.34B) 🟢; UP +57% YoY 🔹 Net

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@wallstengine

7 days

Global semiconductor sales surged 27% YoY in Q2 2024, and are projected to jump another 29% in Q3, surpassing record highs from 2021, driven by AI demand and rebounding electronics sales. [cc: $NVDA, $AMD, $MU, $SMCI, $TSM] Despite a 9.8% drop in semiconductor capex in the

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2 months

Tech giants like Amazon $AMZN are reportedly exploring nuclear power to fuel the AI boom. Amazon Web Services is nearing a deal with Constellation Energy $CEG to source nuclear power for data centers. This move follows Amazon's $650M acquisition of a nuclear-powered data

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@wallstengine

1 month

HERE'S WHAT ANALYSTS HAVE TO SAY AFTER $TSLA'S Q2 EARNINGS: CFRA (Hold, PT $240): "With Robotaxi launch delayed to October, we see limited near-term catalysts." Jefferies (Hold, PT $165): "We see Q2 results highlighting the growing importance of storage and a return to positive

Wall St Engine

@wallstengine

1 month

$TSLA | Tesla Q2'24 Earnings Highlights: 🔹 EPS: $0.52 (Est. $0.62) 😕 🔹 Revenue: $25.5B (Est. $24.38B) 🟢 🔹 Total GAAP gross margin: 18% (Est. 17.4%) 🟢 🔹 Auto GM (ex-credit): 14.6% (Est. 16%) 😕 🔹 Free cash flow: $1.34B (Est. $1.9B) 😕 🔹 Capex +10% YoY to $2.27B (Est.

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16 days

Chipotle $CMG announced that CEO and Chairman Brian Niccol is leaving to become CEO and Chairman at $SBUX Starbucks. Since 2018, Niccol has nearly doubled Chipotle's revenue, increased profits sevenfold, and driven an 800% rise in the stock price. He’s also boosted wages,

Wall St Engine

@wallstengine

16 days

STARBUCKS STEALS CHIPOTLE $CMG CEO, BRIAN NICCOL, AS NEW CEO AND CHAIRMAN Starbucks $SBUX announced that Brian Niccol, CEO of Chipotle, will take over as their new CEO and Chairman effective September 9, 2024. Current CEO Laxman Narasimhan steps down immediately, with CFO

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