A hunter with no bullets in the chamber
can only stare blankly even if prey runs right up to him!
Even the best opportunities require position sizing and keeping some dry powder for defense 🤔
$Alphabet - C(GOOG.US) earnings were average:
Key highlights
• AI-driven growth: Search query volume YoY growth hit its highest in nearly 5 years; Gemini App MAU exceeded 1 billion; proprietary model API at ~32B tokens/min (+40% QoQ).
• Cloud & TPU: AI infrastructure, AI solutions, and TPU system sales are the main drivers, with significant contribution from TPU.
Revenue and operating profit performed strongly (especially Cloud), but equity investment losses (SPCX dropped) dragged down net income, and high capex turned free cash flow negative! 🤔
Accidentally added some shares, not investment advice!
Neither investment nor speculation carries inherent positive or negative connotations.
Nor is one inherently better than the other.
Choose whichever suits you best.
After all, everyone's personality differs.
So do their experiences and knowledge base.
The most important thing is to find an investment system that works for you! 🤔
TSLA earnings report was average:
1. Revenue: $28.05B, flat YoY (Q3 2025 ~$28.1B)
2. Profit: GAAP net income $787M (-43% YoY); Non-GAAP EPS $0.48 (beat estimates of ~$0.45).
3. Cash flow: Free cash flow unexpectedly turned positive to $1.53B (market expected heavy burn).
4. Margins: Gross margin rebounded to 19.6%; operating margin only 2.6% (sharp YoY decline due to surging spending on AI/robotics).
The two highlights are the 20% FSD subscription growth vs Q2 and a 10x surge in Robotaxi volume! 🤔
Paying for cognition 😂
Not investment advice!
$SpaceX(SPCX.US) earnings beat expectations, turning a profit👍
1. Total revenue: $14.58B (+161% YoY), significantly beating the ~$12.7–12.9B consensus.
2. Net income: $4.40B (vs. ~$1.1B loss in the same period last year), marking a profitability inflection point.
3. Operating income: $2.79B
4. Adjusted EBITDA: $8.81B (+306% YoY)
Next up, let's see how buddy $Tesla(TSLA.US) performs in its earnings report!
Hoping for more gains 📈. Not investment advice!
