Earnings Season: Muted Gains, Sharp Losses: Can Mag 7 Shift the Mood?

The kickoff has been far from optimistic. Even earnings beats only lead to modest gains, while misses are punished heavily. Take Google for example — despite beating expectations, the stock opened higher but ended the day up just 0.88%.ASML: Dropped 8% right after earnings. Over the following three trading days, the total decline reached 14%. TSMC: Gained 3% post-earnings, but ended with a red candle. It went on to decline for three consecutive days. --------- Mag 7 companies: META, AMZN, AAPL, will release earnings next week. Can they shift the mood or not?

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TigerEvents

07-23 11:58

[Events] Earnings Season Challenge: Tag, Talk, and Trade!

Hi TigersEarnings Season is the most anticipated time of the year for investors—are you ready to dive in?2025 has been a year of market turbulence, with key players in the tech and consumer sectors seeing a mix of highs and lows. After a rocky start to the year, many companies have made a comeback, particularly those within the "Magnificent 7" tech giants, as they continue to adapt to market changes.With the rise of affordable AI models and ongoing market shifts, investors are expecting strong performances—but the question remains: how will these companies truly fare in their earnings reports?As we enter this earnings season, expectations are high, and the pressure’s on to see which companies will outperform and which may fall short. This is your chance to predict, analyze, and share your

[Events] Earnings Season Challenge: Tag, Talk, and Trade!

Success88

00:29

Great to see so many companies earning result is so good and flying. @SPOT_ON @HelenJanet @MHh @koolgal

MHh

00:13

Although the Mag7 has usually reported good results and do the heavy lifting for the S&P500, I do not think that it can continue to do without a break. In any case, it is a heterogeneous group with different prospects and challenges. The expected rate cuts will help lift them but the past quarter may not be that kind to profit margin. Among the rest, I am optimistic about Apple and meta. Of these 2, my favourite will still be Apple. With its sticky ecosystem and popular demand, I expand sales of its products like iPhone and iPad to remain strong. Forex also would help in its earnings. Although it has only started working on AI wilt companies like meta and Google, I will not be quick to dismiss the early impact of AI on these companies. The promise is what Apple sells to consumers too a

MousaMousa

07-24 22:59

Tariffs turbulence had significant effect on all forecasts for this year which impacts YoY figures across the board, and especially for giants like Mag 7 - I don't expect a surge this quarter for those companies, it's a recovery quarter easing into better adjusted figures in Q3 and Q4. Let's see...

ECLC

07-24 17:21

Got it right to think Google will do well but didn't buy though and still enjoy it.

LucasOng

07-24 16:46

Yes, google is an underdog. Under value before earnings, now maybe a little more fair. Price is what you pay, value is what you get.

Praveenh

07-24 16:21

But buy buy as a his time won't come back

Barcode

07-24 15:42

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $YIELDMAX GOOGL OPTION INCOME STRATEGY ETF(GOOY)$ 💥📊 Google’s Q2 Breakout: Full‑Stack AI Ramp‑Up, Capex Heaven & Aiming Beyond $200 📊💥 I’m fully convinced Alphabet just redefined the rules of the AI game; by dominating across Cloud, Search, Ads, and Infrastructure; all in one quarter. I’ve reviewed every chart, filing, analyst update, and options signal. The result? A high-conviction setup that’s not just about beating earnings; it’s about strategic AI supremacy, and I’m building a thesis around what comes next. Earnings strength and segment dominance Alphabet delivered $96.43 B in total revenue versus $94 B expected. EPS c

1PC

07-24 14:56

WOW 😲 all this companies looks Great choices.... but I have to choose One... GEV 📈📈📈 @Barcode @JC888 @koolgal @Shyon @Shernice軒嬣 2000 @yourcelesttyy

KKLEE

07-24 14:32

Alphabet (Google) just delivered a solid Q2 earnings beat, silencing the skeptics with strong topline growth and impressive margins. But one number stood out — a massive $10 billion in capital expenditures. Now, the market is split: is this aggressive investment a bullish AI bet, or a red flag on cost? The Good News First Google’s core businesses — Search, YouTube, and Cloud — all showed healthy momentum. AI integration across products continues to deepen, and advertising demand held up better than feared. EPS came in above expectations, reinforcing Google's ability to execute in a complex macro backdrop. What’s With the $10B Capex? The heavy spending is largely targeted at data centers, AI infrastructure, and custom chips — all essential to competing in the next wave of generative AI. For

Mrzorro

07-24 14:15

I believe the rest of Mag 7 will raise profit expectations ! I am most optimistic with $Microsoft(MSFT)$ , it never let me down. Plus, the dividend payment on Sept, it is one of the good stocks to hold for a long time.

TheStrategist

07-24 13:26

yeah squeeze then crash coming

Star in the Sky

07-24 12:51

sell during the high, keep the cash and wait for the dip

highhand

07-24 12:49

definitely can raise profit expectations but whether stock price goes up a not, is another story.

Shyon

07-24 12:41

I believe the post-earnings surge of these under-the-radar companies is justified. They not only beat expectations but also raised guidance or showed strong margins. GE Vernova and TE Connectivity benefit from long-term trends like clean energy and AI, while Lennox and General Dynamics delivered strong results through solid execution. This proves there is strength beyond the big names. Despite Tesla and Alphabet’s mixed results, I am still positive on the rest of the Magnificent 7. Apple, Microsoft, Amazon, and Meta could lift overall earnings, especially with continued demand in AI and cloud. The projected 14.1% earnings growth from these seven shows how important they remain to the S&P 500. I am most optimistic about Microsoft $Microsoft(MSFT)

Alubin

07-24 12:41

Yes I believe the rest of the Mag 7 companies will see post earning surge due to strong fundamentals. Going to still dca into these Mag 7s! Tagging @koolgal for coins

joe nging

07-24 12:16

Have you got your breaking news? Just loosing loosing loosing.

Tiger_comments

07-24 12:07

Earnings Season: Shift Your Focus! These Companies Set ATH Post Earnings!

$Tesla Motors(TSLA)$ drops 6% after earnings; $Texas Instruments(TXN)$ and $STMicroelectronics NV(STM)$ plunge over 10%. Is this the theme of this earnings season? Let’s shift the focus: Here are 6 under-the-radar companies that soared to all-time highs after reporting earnings.1. $GE Vernova Inc.(GEV)$ surged over 14% post-earnings, hitting an all-time high of $633, up 91.46% YTD.GE Vernova focuses on energy transformation, including wind and gas power generation, energy storage, and grid infrastructure.EPS: $1.86 vs. $1.67 expected (11.68% beat)Revenue: $9.11B, up 11% YoY vs. $8.796B expected (3.58% beat)The company top

Earnings Season: Shift Your Focus! These Companies Set ATH Post Earnings!

hawshy

07-24 11:23

$Chipotle Mexican Grill(CMG)$ US is really not doing well and people are avoiding eating outside. Hopefully it will recover soon.

8899Nar

07-24 11:12

IS GOOGL A BUY AFTER Q2 EARNINGS?

$Alphabet(GOOG)$ Let's look at my simple valuation model:PRICE TARGET: $245POTENTIAL UPSIDE: +25% ✅ASSUMPTIONS:LTM Revenue: $371.399B5Y Revenue CAGR: 10%2030 Profit Margin: 30%2030 PE Ratio: 22Shares outstanding: 12.198BShares reduction: 2%/year VALUATION:Q2 2030 $GOOGL Share Price =371.399 * (1.10)^5 * 0.30 * 22 /[12.198 * (0.98)^5] = 358$You can now choose the discount rate that you prefer, for Google I want to use 10%. ACTUAL PRICE: $196FAIR VALUE: $2221Y PRICE TARGET: $245POTENTIAL UPSIDE: +25%EXPECTED RETURNS: 12.8%/yearDIVIDEND YIELD: 0.4%For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find ou

IS GOOGL A BUY AFTER Q2 EARNINGS?

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After a rocky start to the year, many companies have made a comeback, particularly those within the \"Magnificent 7\" tech giants, as they continue to adapt to market changes.With the rise of affordable AI models and ongoing market shifts, investors are expecting strong performances—but the question remains: how will these companies truly fare in their earnings reports?As we enter this earnings season, expectations are high, and the pressure’s on to see which companies will outperform and which may fall short. This is your chance to predict, analyze, and share your","images":[{"img":"https://community-static.tradeup.com/news/1640f6d68584fd847921049108f19cfc","width":"1024","height":"1536"}],"top":2,"highlighted":1,"essential":2,"paper":2,"likeSize":152,"commentSize":8,"repostSize":16,"link":"https://ttm.financial/post/459787668168800","isVote":1,"tweetType":1,"viewCount":9395,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":9,"crmLevelSwitch":0,"idStr":"4096093486770560","authorIdStr":"4096093486770560"},"content":"tonight now... buy Google before it goes up. if I'm wrong and it drops after post market. don't worry can buy even more because it's undervalued. it's a win win situation","text":"tonight now... buy Google before it goes up. if I'm wrong and it drops after post market. don't worry can buy even more because it's undervalued. it's a win win situation","html":"tonight now... buy Google before it goes up. if I'm wrong and it drops after post market. don't worry can buy even more because it's undervalued. it's a win win situation"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":460369794068864,"gmtCreate":1753403385573,"gmtModify":1753403389615,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101948424484190","authorIdStr":"4101948424484190"},"themes":[],"htmlText":"Great to see so many companies earning result is so good and flying. <a href=\"https://ttm.financial/U/3582922989777578\"> @SPOT_ON </a><a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/4091758936365950\"> @MHh </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a>","listText":"Great to see so many companies earning result is so good and flying. <a href=\"https://ttm.financial/U/3582922989777578\"> @SPOT_ON </a><a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/4091758936365950\"> @MHh </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a>","text":"Great to see so many companies earning result is so good and flying. @SPOT_ON @HelenJanet @MHh @koolgal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460369794068864","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460248425849080,"gmtCreate":1753402410294,"gmtModify":1753410308578,"author":{"id":"4091758936365950","authorId":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091758936365950","authorIdStr":"4091758936365950"},"themes":[],"htmlText":"Although the Mag7 has usually reported good results and do the heavy lifting for the S&amp;P500, I do not think that it can continue to do without a break. In any case, it is a heterogeneous group with different prospects and challenges. The expected rate cuts will help lift them but the past quarter may not be that kind to profit margin. Among the rest, I am optimistic about Apple and meta. Of these 2, my favourite will still be Apple. With its sticky ecosystem and popular demand, I expand sales of its products like iPhone and iPad to remain strong. Forex also would help in its earnings. Although it has only started working on AI wilt companies like meta and Google, I will not be quick to dismiss the early impact of AI on these companies. The promise is what Apple sells to consumers too a","listText":"Although the Mag7 has usually reported good results and do the heavy lifting for the S&amp;P500, I do not think that it can continue to do without a break. In any case, it is a heterogeneous group with different prospects and challenges. The expected rate cuts will help lift them but the past quarter may not be that kind to profit margin. Among the rest, I am optimistic about Apple and meta. Of these 2, my favourite will still be Apple. With its sticky ecosystem and popular demand, I expand sales of its products like iPhone and iPad to remain strong. Forex also would help in its earnings. Although it has only started working on AI wilt companies like meta and Google, I will not be quick to dismiss the early impact of AI on these companies. The promise is what Apple sells to consumers too a","text":"Although the Mag7 has usually reported good results and do the heavy lifting for the S&P500, I do not think that it can continue to do without a break. In any case, it is a heterogeneous group with different prospects and challenges. The expected rate cuts will help lift them but the past quarter may not be that kind to profit margin. Among the rest, I am optimistic about Apple and meta. Of these 2, my favourite will still be Apple. With its sticky ecosystem and popular demand, I expand sales of its products like iPhone and iPad to remain strong. Forex also would help in its earnings. Although it has only started working on AI wilt companies like meta and Google, I will not be quick to dismiss the early impact of AI on these companies. The promise is what Apple sells to consumers too a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460248425849080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460230877938416,"gmtCreate":1753397941345,"gmtModify":1753415441580,"author":{"id":"4172107869146272","authorId":"4172107869146272","name":"MousaMousa","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172107869146272","authorIdStr":"4172107869146272"},"themes":[],"htmlText":"Tariffs turbulence had significant effect on all forecasts for this year which impacts YoY figures across the board, and especially for giants like Mag 7 - I don't expect a surge this quarter for those companies, it's a recovery quarter easing into better adjusted figures in Q3 and Q4. Let's see...","listText":"Tariffs turbulence had significant effect on all forecasts for this year which impacts YoY figures across the board, and especially for giants like Mag 7 - I don't expect a surge this quarter for those companies, it's a recovery quarter easing into better adjusted figures in Q3 and Q4. Let's see...","text":"Tariffs turbulence had significant effect on all forecasts for this year which impacts YoY figures across the board, and especially for giants like Mag 7 - I don't expect a surge this quarter for those companies, it's a recovery quarter easing into better adjusted figures in Q3 and Q4. Let's see...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460230877938416","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460208731988560,"gmtCreate":1753377674086,"gmtModify":1753377678682,"author":{"id":"4125532638806262","authorId":"4125532638806262","name":"ECLC","avatar":"https://community-static.tradeup.com/news/09fb0c58bc7fe8c4936dcdd44711a4e0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125532638806262","authorIdStr":"4125532638806262"},"themes":[],"htmlText":"Got it right to think Google will do well but didn't buy though and still enjoy it.","listText":"Got it right to think Google will do well but didn't buy though and still enjoy it.","text":"Got it right to think Google will do well but didn't buy though and still enjoy it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460208731988560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460139708154488,"gmtCreate":1753375589957,"gmtModify":1753375594172,"author":{"id":"4090968655092710","authorId":"4090968655092710","name":"LucasOng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090968655092710","authorIdStr":"4090968655092710"},"themes":[],"htmlText":"Yes, google is an underdog. Under value before earnings, now maybe a little more fair. Price is what you pay, value is what you get.","listText":"Yes, google is an underdog. Under value before earnings, now maybe a little more fair. Price is what you pay, value is what you get.","text":"Yes, google is an underdog. Under value before earnings, now maybe a little more fair. Price is what you pay, value is what you get.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460139708154488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460250087985224,"gmtCreate":1753374080310,"gmtModify":1753374084175,"author":{"id":"3582899687128084","authorId":"3582899687128084","name":"Praveenh","avatar":"https://community-static.tradeup.com/news/ca83e56c05c3554c5521208a847e1257","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582899687128084","authorIdStr":"3582899687128084"},"themes":[],"htmlText":"But buy buy as a his time won't come back","listText":"But buy buy as a his time won't come back","text":"But buy buy as a his time won't come back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460250087985224","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460122789454072,"gmtCreate":1753371737346,"gmtModify":1753371751755,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/GOOY\">$YIELDMAX GOOGL OPTION INCOME STRATEGY ETF(GOOY)$</a> 💥📊 Google’s Q2 Breakout: Full‑Stack AI Ramp‑Up, Capex Heaven &amp; Aiming Beyond $200 📊💥 I’m fully convinced Alphabet just redefined the rules of the AI game; by dominating across Cloud, Search, Ads, and Infrastructure; all in one quarter. I’ve reviewed every chart, filing, analyst update, and options signal. The result? A high-conviction setup that’s not just about beating earnings; it’s about strategic AI supremacy, and I’m building a thesis around what comes next. Earnings strength and segment dominance Alphabet delivered $96.43 B in total revenue versus $94 B expected. EPS c","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/GOOY\">$YIELDMAX GOOGL OPTION INCOME STRATEGY ETF(GOOY)$</a> 💥📊 Google’s Q2 Breakout: Full‑Stack AI Ramp‑Up, Capex Heaven &amp; Aiming Beyond $200 📊💥 I’m fully convinced Alphabet just redefined the rules of the AI game; by dominating across Cloud, Search, Ads, and Infrastructure; all in one quarter. I’ve reviewed every chart, filing, analyst update, and options signal. The result? A high-conviction setup that’s not just about beating earnings; it’s about strategic AI supremacy, and I’m building a thesis around what comes next. Earnings strength and segment dominance Alphabet delivered $96.43 B in total revenue versus $94 B expected. EPS c","text":"$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $YIELDMAX GOOGL OPTION INCOME STRATEGY ETF(GOOY)$ 💥📊 Google’s Q2 Breakout: Full‑Stack AI Ramp‑Up, Capex Heaven & Aiming Beyond $200 📊💥 I’m fully convinced Alphabet just redefined the rules of the AI game; by dominating across Cloud, Search, Ads, and Infrastructure; all in one quarter. I’ve reviewed every chart, filing, analyst update, and options signal. The result? A high-conviction setup that’s not just about beating earnings; it’s about strategic AI supremacy, and I’m building a thesis around what comes next. Earnings strength and segment dominance Alphabet delivered $96.43 B in total revenue versus $94 B expected. EPS c","images":[{"img":"https://community-static.tradeup.com/news/977096c2e7f08cd0254910645f2bcbba","width":"1472","height":"828"},{"img":"https://community-static.tradeup.com/news/4e1023051a53fada504a6cee9ab14e49","width":"1610","height":"949"},{"img":"https://community-static.tradeup.com/news/a9e24379b305a00e48096b09545a5e9d","width":"1473","height":"1043"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":9,"link":"https://ttm.financial/post/460122789454072","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":1,"crmLevelSwitch":0,"idStr":"4172287591330932","authorIdStr":"4172287591330932"},"content":"It’s the tax efficiency angle that stood out for me. Everyone’s focused on the $85B number, but shielding that spend through accelerated depreciation? That’s smart capital allocation. This capex story isn’t about risk, it’s about runway. I wouldn’t be surprised if Amazon’s next quarter leans harder into AI just to keep up with Google’s momentum. Thanks BC. I’m really excited for Google i’m really excited for Google!","text":"It’s the tax efficiency angle that stood out for me. Everyone’s focused on the $85B number, but shielding that spend through accelerated depreciation? That’s smart capital allocation. This capex story isn’t about risk, it’s about runway. I wouldn’t be surprised if Amazon’s next quarter leans harder into AI just to keep up with Google’s momentum. Thanks BC. I’m really excited for Google i’m really excited for Google!","html":"It’s the tax efficiency angle that stood out for me. Everyone’s focused on the $85B number, but shielding that spend through accelerated depreciation? That’s smart capital allocation. This capex story isn’t about risk, it’s about runway. I wouldn’t be surprised if Amazon’s next quarter leans harder into AI just to keep up with Google’s momentum. Thanks BC. I’m really excited for Google i’m really excited for Google!"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":460233321652560,"gmtCreate":1753368991036,"gmtModify":1753368995528,"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"themes":[],"htmlText":"WOW 😲 all this companies looks Great choices.... but I have to choose One... GEV 📈📈📈<a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/4145797693007212\"> @yourcelesttyy </a>","listText":"WOW 😲 all this companies looks Great choices.... but I have to choose One... GEV 📈📈📈<a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/4145797693007212\"> @yourcelesttyy </a>","text":"WOW 😲 all this companies looks Great choices.... but I have to choose One... GEV 📈📈📈 @Barcode @JC888 @koolgal @Shyon @Shernice軒嬣 2000 @yourcelesttyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/460233321652560","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460107212599704,"gmtCreate":1753367565223,"gmtModify":1753370056560,"author":{"id":"4121482349085112","authorId":"4121482349085112","name":"KKLEE","avatar":"https://community-static.tradeup.com/news/9cd26c37fb357178b3bab615cfeafdf2","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121482349085112","authorIdStr":"4121482349085112"},"themes":[],"htmlText":"Alphabet (Google) just delivered a solid Q2 earnings beat, silencing the skeptics with strong topline growth and impressive margins. But one number stood out — a massive $10 billion in capital expenditures. Now, the market is split: is this aggressive investment a bullish AI bet, or a red flag on cost? The Good News First Google’s core businesses — Search, YouTube, and Cloud — all showed healthy momentum. AI integration across products continues to deepen, and advertising demand held up better than feared. EPS came in above expectations, reinforcing Google's ability to execute in a complex macro backdrop. What’s With the $10B Capex? The heavy spending is largely targeted at data centers, AI infrastructure, and custom chips — all essential to competing in the next wave of generative AI. For","listText":"Alphabet (Google) just delivered a solid Q2 earnings beat, silencing the skeptics with strong topline growth and impressive margins. But one number stood out — a massive $10 billion in capital expenditures. Now, the market is split: is this aggressive investment a bullish AI bet, or a red flag on cost? The Good News First Google’s core businesses — Search, YouTube, and Cloud — all showed healthy momentum. AI integration across products continues to deepen, and advertising demand held up better than feared. EPS came in above expectations, reinforcing Google's ability to execute in a complex macro backdrop. What’s With the $10B Capex? The heavy spending is largely targeted at data centers, AI infrastructure, and custom chips — all essential to competing in the next wave of generative AI. For","text":"Alphabet (Google) just delivered a solid Q2 earnings beat, silencing the skeptics with strong topline growth and impressive margins. But one number stood out — a massive $10 billion in capital expenditures. Now, the market is split: is this aggressive investment a bullish AI bet, or a red flag on cost? The Good News First Google’s core businesses — Search, YouTube, and Cloud — all showed healthy momentum. AI integration across products continues to deepen, and advertising demand held up better than feared. EPS came in above expectations, reinforcing Google's ability to execute in a complex macro backdrop. What’s With the $10B Capex? The heavy spending is largely targeted at data centers, AI infrastructure, and custom chips — all essential to competing in the next wave of generative AI. For","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460107212599704","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460219768537528,"gmtCreate":1753366558859,"gmtModify":1753366562158,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"htmlText":"I believe the rest of Mag 7 will raise profit expectations ! I am most optimistic with <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a> , it never let me down. Plus, the dividend payment on Sept, it is one of the good stocks to hold for a long time.","listText":"I believe the rest of Mag 7 will raise profit expectations ! I am most optimistic with <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a> , it never let me down. Plus, the dividend payment on Sept, it is one of the good stocks to hold for a long time.","text":"I believe the rest of Mag 7 will raise profit expectations ! I am most optimistic with $Microsoft(MSFT)$ , it never let me down. Plus, the dividend payment on Sept, it is one of the good stocks to hold for a long time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460219768537528","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460144493376096,"gmtCreate":1753363617672,"gmtModify":1753366374630,"author":{"id":"3561713422683896","authorId":"3561713422683896","name":"TheStrategist","avatar":"https://community-static.tradeup.com/news/a1f9b1071e75ec59572f7ba9bbb0a4ed","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561713422683896","authorIdStr":"3561713422683896"},"themes":[],"htmlText":"yeah squeeze then crash coming","listText":"yeah squeeze then crash coming","text":"yeah squeeze then crash coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460144493376096","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460139940340024,"gmtCreate":1753361500408,"gmtModify":1753361504146,"author":{"id":"4145577437639082","authorId":"4145577437639082","name":"Star in the Sky","avatar":"https://community-static.tradeup.com/news/37e252252b1b80ac71983f2ee5cfe8fb","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4145577437639082","authorIdStr":"4145577437639082"},"themes":[],"htmlText":"sell during the high, keep the cash and wait for the dip","listText":"sell during the high, keep the cash and wait for the dip","text":"sell during the high, keep the cash and wait for the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460139940340024","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460270541439640,"gmtCreate":1753361340055,"gmtModify":1753361343984,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096093486770560","authorIdStr":"4096093486770560"},"themes":[],"htmlText":"definitely can raise profit expectations but whether stock price goes up a not, is another story.","listText":"definitely can raise profit expectations but whether stock price goes up a not, is another story.","text":"definitely can raise profit expectations but whether stock price goes up a not, is another story.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460270541439640","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460188001218560,"gmtCreate":1753360912822,"gmtModify":1753362501752,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"htmlText":"I believe the post-earnings surge of these under-the-radar companies is justified. They not only beat expectations but also raised guidance or showed strong margins. GE Vernova and TE Connectivity benefit from long-term trends like clean energy and AI, while Lennox and General Dynamics delivered strong results through solid execution. This proves there is strength beyond the big names. Despite Tesla and Alphabet’s mixed results, I am still positive on the rest of the Magnificent 7. Apple, Microsoft, Amazon, and Meta could lift overall earnings, especially with continued demand in AI and cloud. The projected 14.1% earnings growth from these seven shows how important they remain to the S&amp;P 500. I am most optimistic about Microsoft <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)</a>","listText":"I believe the post-earnings surge of these under-the-radar companies is justified. They not only beat expectations but also raised guidance or showed strong margins. GE Vernova and TE Connectivity benefit from long-term trends like clean energy and AI, while Lennox and General Dynamics delivered strong results through solid execution. This proves there is strength beyond the big names. Despite Tesla and Alphabet’s mixed results, I am still positive on the rest of the Magnificent 7. Apple, Microsoft, Amazon, and Meta could lift overall earnings, especially with continued demand in AI and cloud. The projected 14.1% earnings growth from these seven shows how important they remain to the S&amp;P 500. I am most optimistic about Microsoft <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)</a>","text":"I believe the post-earnings surge of these under-the-radar companies is justified. They not only beat expectations but also raised guidance or showed strong margins. GE Vernova and TE Connectivity benefit from long-term trends like clean energy and AI, while Lennox and General Dynamics delivered strong results through solid execution. This proves there is strength beyond the big names. Despite Tesla and Alphabet’s mixed results, I am still positive on the rest of the Magnificent 7. Apple, Microsoft, Amazon, and Meta could lift overall earnings, especially with continued demand in AI and cloud. The projected 14.1% earnings growth from these seven shows how important they remain to the S&P 500. I am most optimistic about Microsoft $Microsoft(MSFT)","images":[{"img":"https://community-static.tradeup.com/news/d21ac799b3565754fb436a4505b403d1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/460188001218560","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":460216416124968,"gmtCreate":1753360878752,"gmtModify":1753362503873,"author":{"id":"3571466648992389","authorId":"3571466648992389","name":"Alubin","avatar":"https://static.tigerbbs.com/15537436be362bb027d49153fa8fbcdb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571466648992389","authorIdStr":"3571466648992389"},"themes":[],"htmlText":"Yes I believe the rest of the Mag 7 companies will see post earning surge due to strong fundamentals. Going to still dca into these Mag 7s! Tagging <a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a> for coins","listText":"Yes I believe the rest of the Mag 7 companies will see post earning surge due to strong fundamentals. Going to still dca into these Mag 7s! Tagging <a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a> for coins","text":"Yes I believe the rest of the Mag 7 companies will see post earning surge due to strong fundamentals. Going to still dca into these Mag 7s! Tagging @koolgal for coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460216416124968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460181835694080,"gmtCreate":1753359407567,"gmtModify":1753359412913,"author":{"id":"4211806367510852","authorId":"4211806367510852","name":"joe nging","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4211806367510852","authorIdStr":"4211806367510852"},"themes":[],"htmlText":"Have you got your breaking news? Just loosing loosing loosing.","listText":"Have you got your breaking news? Just loosing loosing loosing.","text":"Have you got your breaking news? Just loosing loosing loosing.","images":[{"img":"https://community-static.tradeup.com/news/e4785d25e4d18d95a631eabe7eff5229","width":"2560","height":"1440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460181835694080","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":460143758856288,"gmtCreate":1753358828771,"gmtModify":1753368602211,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Earnings Season: Shift Your Focus! These Companies Set ATH Post Earnings!","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> drops 6% after earnings; <a href=\"https://ttm.financial/S/TXN\">$Texas Instruments(TXN)$</a> and <a href=\"https://ttm.financial/S/STM\">$STMicroelectronics NV(STM)$</a> plunge over 10%. Is this the theme of this earnings season? Let’s shift the focus: Here are 6 under-the-radar companies that soared to all-time highs after reporting earnings.1. <a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> surged over 14% post-earnings, hitting an all-time high of $633, up 91.46% YTD.GE Vernova focuses on energy transformation, including wind and gas power generation, energy storage, and grid infrastructure.EPS: $1.86 vs. $1.67 expected (11.68% beat)Revenue: $9.11B, up 11% YoY vs. $8.796B expected (3.58% beat)The company top","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> drops 6% after earnings; <a href=\"https://ttm.financial/S/TXN\">$Texas Instruments(TXN)$</a> and <a href=\"https://ttm.financial/S/STM\">$STMicroelectronics NV(STM)$</a> plunge over 10%. Is this the theme of this earnings season? Let’s shift the focus: Here are 6 under-the-radar companies that soared to all-time highs after reporting earnings.1. <a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> surged over 14% post-earnings, hitting an all-time high of $633, up 91.46% YTD.GE Vernova focuses on energy transformation, including wind and gas power generation, energy storage, and grid infrastructure.EPS: $1.86 vs. $1.67 expected (11.68% beat)Revenue: $9.11B, up 11% YoY vs. $8.796B expected (3.58% beat)The company top","text":"$Tesla Motors(TSLA)$ drops 6% after earnings; $Texas Instruments(TXN)$ and $STMicroelectronics NV(STM)$ plunge over 10%. Is this the theme of this earnings season? Let’s shift the focus: Here are 6 under-the-radar companies that soared to all-time highs after reporting earnings.1. $GE Vernova Inc.(GEV)$ surged over 14% post-earnings, hitting an all-time high of $633, up 91.46% YTD.GE Vernova focuses on energy transformation, including wind and gas power generation, energy storage, and grid infrastructure.EPS: $1.86 vs. $1.67 expected (11.68% beat)Revenue: $9.11B, up 11% YoY vs. $8.796B expected (3.58% beat)The company top","images":[{"img":"https://community-static.tradeup.com/news/2383079d05eacfbb4215d96fde0a78a7"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":121,"commentSize":21,"repostSize":11,"link":"https://ttm.financial/post/460143758856288","isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4143001014413252","authorId":"4143001014413252","name":"TimothyX","avatar":"https://community-static.tradeup.com/news/88095d545705c78d936c6451b3bf62a0","crmLevel":2,"crmLevelSwitch":0,"idStr":"4143001014413252","authorIdStr":"4143001014413252"},"content":"Baker Hughes provides equipment and services to the oil and gas industry, including drilling, hydraulic fracturing and digital energy solutions. EPS: $0.63 vs $0.56 (13.38% beat) Revenue: $6.9 B, down 3% year-over-year but above expectations of $6.637 B (4.11% beat) Despite the decline in revenue, adjusted EBITDA still increased by 7%, and profit margin increased by 170 basis points to 17.5%. The company highlighted strong operating efficiencies and upgraded full-year guidance for its Industrial and Energy Technologies (IET) segment.","text":"Baker Hughes provides equipment and services to the oil and gas industry, including drilling, hydraulic fracturing and digital energy solutions. EPS: $0.63 vs $0.56 (13.38% beat) Revenue: $6.9 B, down 3% year-over-year but above expectations of $6.637 B (4.11% beat) Despite the decline in revenue, adjusted EBITDA still increased by 7%, and profit margin increased by 170 basis points to 17.5%. The company highlighted strong operating efficiencies and upgraded full-year guidance for its Industrial and Energy Technologies (IET) segment.","html":"Baker Hughes provides equipment and services to the oil and gas industry, including drilling, hydraulic fracturing and digital energy solutions. EPS: $0.63 vs $0.56 (13.38% beat) Revenue: $6.9 B, down 3% year-over-year but above expectations of $6.637 B (4.11% beat) Despite the decline in revenue, adjusted EBITDA still increased by 7%, and profit margin increased by 170 basis points to 17.5%. The company highlighted strong operating efficiencies and upgraded full-year guidance for its Industrial and Energy Technologies (IET) segment."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":460113576055400,"gmtCreate":1753356184573,"gmtModify":1753356189010,"author":{"id":"3566915563903863","authorId":"3566915563903863","name":"hawshy","avatar":"https://static.tigerbbs.com/ab808bbe887fa3fe215f0532ca314534","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566915563903863","authorIdStr":"3566915563903863"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CMG\">$Chipotle Mexican Grill(CMG)$ </a> US is really not doing well and people are avoiding eating outside. Hopefully it will recover soon.&nbsp;","listText":"<a href=\"https://ttm.financial/S/CMG\">$Chipotle Mexican Grill(CMG)$ </a> US is really not doing well and people are avoiding eating outside. Hopefully it will recover soon.&nbsp;","text":"$Chipotle Mexican Grill(CMG)$ US is really not doing well and people are avoiding eating outside. Hopefully it will recover soon.","images":[{"img":"https://community-static.tradeup.com/news/3045649205e45e08b187c8493a65f08e","width":"876","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460113576055400","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":460130799861768,"gmtCreate":1753355576175,"gmtModify":1753362548036,"author":{"id":"10000000000011074","authorId":"10000000000011074","name":"8899Nar","avatar":"https://community-static.tradeup.com/news/f7da49e251424da6b07fd19e12d1eeb0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011074","authorIdStr":"10000000000011074"},"themes":[],"title":"IS GOOGL A BUY AFTER Q2 EARNINGS?","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> Let's look at my simple valuation model:PRICE TARGET: $245POTENTIAL UPSIDE: +25% ✅ASSUMPTIONS:LTM Revenue: $371.399B5Y Revenue CAGR: 10%2030 Profit Margin: 30%2030 PE Ratio: 22Shares outstanding: 12.198BShares reduction: 2%/year VALUATION:Q2 2030 $GOOGL Share Price =371.399 * (1.10)^5 * 0.30 * 22 /[12.198 * (0.98)^5] = 358$You can now choose the discount rate that you prefer, for Google I want to use 10%. ACTUAL PRICE: $196FAIR VALUE: $2221Y PRICE TARGET: $245POTENTIAL UPSIDE: +25%EXPECTED RETURNS: 12.8%/yearDIVIDEND YIELD: 0.4%For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find ou","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> Let's look at my simple valuation model:PRICE TARGET: $245POTENTIAL UPSIDE: +25% ✅ASSUMPTIONS:LTM Revenue: $371.399B5Y Revenue CAGR: 10%2030 Profit Margin: 30%2030 PE Ratio: 22Shares outstanding: 12.198BShares reduction: 2%/year VALUATION:Q2 2030 $GOOGL Share Price =371.399 * (1.10)^5 * 0.30 * 22 /[12.198 * (0.98)^5] = 358$You can now choose the discount rate that you prefer, for Google I want to use 10%. ACTUAL PRICE: $196FAIR VALUE: $2221Y PRICE TARGET: $245POTENTIAL UPSIDE: +25%EXPECTED RETURNS: 12.8%/yearDIVIDEND YIELD: 0.4%For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find ou","text":"$Alphabet(GOOG)$ Let's look at my simple valuation model:PRICE TARGET: $245POTENTIAL UPSIDE: +25% ✅ASSUMPTIONS:LTM Revenue: $371.399B5Y Revenue CAGR: 10%2030 Profit Margin: 30%2030 PE Ratio: 22Shares outstanding: 12.198BShares reduction: 2%/year VALUATION:Q2 2030 $GOOGL Share Price =371.399 * (1.10)^5 * 0.30 * 22 /[12.198 * (0.98)^5] = 358$You can now choose the discount rate that you prefer, for Google I want to use 10%. ACTUAL PRICE: $196FAIR VALUE: $2221Y PRICE TARGET: $245POTENTIAL UPSIDE: +25%EXPECTED RETURNS: 12.8%/yearDIVIDEND YIELD: 0.4%For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find ou","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460130799861768","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":460122789454072,"gmtCreate":1753371737346,"gmtModify":1753371751755,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/GOOY\">$YIELDMAX GOOGL OPTION INCOME STRATEGY ETF(GOOY)$</a> 💥📊 Google’s Q2 Breakout: Full‑Stack AI Ramp‑Up, Capex Heaven &amp; Aiming Beyond $200 📊💥 I’m fully convinced Alphabet just redefined the rules of the AI game; by dominating across Cloud, Search, Ads, and Infrastructure; all in one quarter. I’ve reviewed every chart, filing, analyst update, and options signal. The result? A high-conviction setup that’s not just about beating earnings; it’s about strategic AI supremacy, and I’m building a thesis around what comes next. Earnings strength and segment dominance Alphabet delivered $96.43 B in total revenue versus $94 B expected. EPS c","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/GOOY\">$YIELDMAX GOOGL OPTION INCOME STRATEGY ETF(GOOY)$</a> 💥📊 Google’s Q2 Breakout: Full‑Stack AI Ramp‑Up, Capex Heaven &amp; Aiming Beyond $200 📊💥 I’m fully convinced Alphabet just redefined the rules of the AI game; by dominating across Cloud, Search, Ads, and Infrastructure; all in one quarter. I’ve reviewed every chart, filing, analyst update, and options signal. The result? A high-conviction setup that’s not just about beating earnings; it’s about strategic AI supremacy, and I’m building a thesis around what comes next. Earnings strength and segment dominance Alphabet delivered $96.43 B in total revenue versus $94 B expected. EPS c","text":"$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $YIELDMAX GOOGL OPTION INCOME STRATEGY ETF(GOOY)$ 💥📊 Google’s Q2 Breakout: Full‑Stack AI Ramp‑Up, Capex Heaven & Aiming Beyond $200 📊💥 I’m fully convinced Alphabet just redefined the rules of the AI game; by dominating across Cloud, Search, Ads, and Infrastructure; all in one quarter. I’ve reviewed every chart, filing, analyst update, and options signal. The result? A high-conviction setup that’s not just about beating earnings; it’s about strategic AI supremacy, and I’m building a thesis around what comes next. Earnings strength and segment dominance Alphabet delivered $96.43 B in total revenue versus $94 B expected. EPS c","images":[{"img":"https://community-static.tradeup.com/news/977096c2e7f08cd0254910645f2bcbba","width":"1472","height":"828"},{"img":"https://community-static.tradeup.com/news/4e1023051a53fada504a6cee9ab14e49","width":"1610","height":"949"},{"img":"https://community-static.tradeup.com/news/a9e24379b305a00e48096b09545a5e9d","width":"1473","height":"1043"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":9,"link":"https://ttm.financial/post/460122789454072","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":1,"crmLevelSwitch":0,"idStr":"4172287591330932","authorIdStr":"4172287591330932"},"content":"It’s the tax efficiency angle that stood out for me. Everyone’s focused on the $85B number, but shielding that spend through accelerated depreciation? That’s smart capital allocation. This capex story isn’t about risk, it’s about runway. I wouldn’t be surprised if Amazon’s next quarter leans harder into AI just to keep up with Google’s momentum. Thanks BC. I’m really excited for Google i’m really excited for Google!","text":"It’s the tax efficiency angle that stood out for me. Everyone’s focused on the $85B number, but shielding that spend through accelerated depreciation? That’s smart capital allocation. This capex story isn’t about risk, it’s about runway. I wouldn’t be surprised if Amazon’s next quarter leans harder into AI just to keep up with Google’s momentum. Thanks BC. I’m really excited for Google i’m really excited for Google!","html":"It’s the tax efficiency angle that stood out for me. Everyone’s focused on the $85B number, but shielding that spend through accelerated depreciation? That’s smart capital allocation. This capex story isn’t about risk, it’s about runway. I wouldn’t be surprised if Amazon’s next quarter leans harder into AI just to keep up with Google’s momentum. Thanks BC. I’m really excited for Google i’m really excited for Google!"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":460143758856288,"gmtCreate":1753358828771,"gmtModify":1753368602211,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Earnings Season: Shift Your Focus! These Companies Set ATH Post Earnings!","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> drops 6% after earnings; <a href=\"https://ttm.financial/S/TXN\">$Texas Instruments(TXN)$</a> and <a href=\"https://ttm.financial/S/STM\">$STMicroelectronics NV(STM)$</a> plunge over 10%. Is this the theme of this earnings season? Let’s shift the focus: Here are 6 under-the-radar companies that soared to all-time highs after reporting earnings.1. <a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> surged over 14% post-earnings, hitting an all-time high of $633, up 91.46% YTD.GE Vernova focuses on energy transformation, including wind and gas power generation, energy storage, and grid infrastructure.EPS: $1.86 vs. $1.67 expected (11.68% beat)Revenue: $9.11B, up 11% YoY vs. $8.796B expected (3.58% beat)The company top","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> drops 6% after earnings; <a href=\"https://ttm.financial/S/TXN\">$Texas Instruments(TXN)$</a> and <a href=\"https://ttm.financial/S/STM\">$STMicroelectronics NV(STM)$</a> plunge over 10%. Is this the theme of this earnings season? Let’s shift the focus: Here are 6 under-the-radar companies that soared to all-time highs after reporting earnings.1. <a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> surged over 14% post-earnings, hitting an all-time high of $633, up 91.46% YTD.GE Vernova focuses on energy transformation, including wind and gas power generation, energy storage, and grid infrastructure.EPS: $1.86 vs. $1.67 expected (11.68% beat)Revenue: $9.11B, up 11% YoY vs. $8.796B expected (3.58% beat)The company top","text":"$Tesla Motors(TSLA)$ drops 6% after earnings; $Texas Instruments(TXN)$ and $STMicroelectronics NV(STM)$ plunge over 10%. Is this the theme of this earnings season? Let’s shift the focus: Here are 6 under-the-radar companies that soared to all-time highs after reporting earnings.1. $GE Vernova Inc.(GEV)$ surged over 14% post-earnings, hitting an all-time high of $633, up 91.46% YTD.GE Vernova focuses on energy transformation, including wind and gas power generation, energy storage, and grid infrastructure.EPS: $1.86 vs. $1.67 expected (11.68% beat)Revenue: $9.11B, up 11% YoY vs. $8.796B expected (3.58% beat)The company top","images":[{"img":"https://community-static.tradeup.com/news/2383079d05eacfbb4215d96fde0a78a7"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":121,"commentSize":21,"repostSize":11,"link":"https://ttm.financial/post/460143758856288","isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4143001014413252","authorId":"4143001014413252","name":"TimothyX","avatar":"https://community-static.tradeup.com/news/88095d545705c78d936c6451b3bf62a0","crmLevel":2,"crmLevelSwitch":0,"idStr":"4143001014413252","authorIdStr":"4143001014413252"},"content":"Baker Hughes provides equipment and services to the oil and gas industry, including drilling, hydraulic fracturing and digital energy solutions. EPS: $0.63 vs $0.56 (13.38% beat) Revenue: $6.9 B, down 3% year-over-year but above expectations of $6.637 B (4.11% beat) Despite the decline in revenue, adjusted EBITDA still increased by 7%, and profit margin increased by 170 basis points to 17.5%. The company highlighted strong operating efficiencies and upgraded full-year guidance for its Industrial and Energy Technologies (IET) segment.","text":"Baker Hughes provides equipment and services to the oil and gas industry, including drilling, hydraulic fracturing and digital energy solutions. EPS: $0.63 vs $0.56 (13.38% beat) Revenue: $6.9 B, down 3% year-over-year but above expectations of $6.637 B (4.11% beat) Despite the decline in revenue, adjusted EBITDA still increased by 7%, and profit margin increased by 170 basis points to 17.5%. The company highlighted strong operating efficiencies and upgraded full-year guidance for its Industrial and Energy Technologies (IET) segment.","html":"Baker Hughes provides equipment and services to the oil and gas industry, including drilling, hydraulic fracturing and digital energy solutions. EPS: $0.63 vs $0.56 (13.38% beat) Revenue: $6.9 B, down 3% year-over-year but above expectations of $6.637 B (4.11% beat) Despite the decline in revenue, adjusted EBITDA still increased by 7%, and profit margin increased by 170 basis points to 17.5%. The company highlighted strong operating efficiencies and upgraded full-year guidance for its Industrial and Energy Technologies (IET) segment."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":460188579581992,"gmtCreate":1753354082722,"gmtModify":1753362502791,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"htmlText":"Alphabet Q2 2025 Earnings: A Strong Beat, But Is $200 in Sight? <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;, Google's parent company, delivered an impressive Q2 2025 earnings report, clearly outperforming market expectations. With $96.43 billion in revenue and $2.31 in EPS—both ahead of consensus estimates—the company continues to demonstrate its dominance across Search, YouTube, and especially Cloud, all of which were further accelerated by rapid progress in AI development. What really stood out to me was the strength of Google Cloud, which grew 28% year-over-year and saw operating income double to $2.2 billion. That kind of growth reflects real momentum, not just hype. On top of that, Search and YouTube ad revenue remained strong, a","listText":"Alphabet Q2 2025 Earnings: A Strong Beat, But Is $200 in Sight? <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;, Google's parent company, delivered an impressive Q2 2025 earnings report, clearly outperforming market expectations. With $96.43 billion in revenue and $2.31 in EPS—both ahead of consensus estimates—the company continues to demonstrate its dominance across Search, YouTube, and especially Cloud, all of which were further accelerated by rapid progress in AI development. What really stood out to me was the strength of Google Cloud, which grew 28% year-over-year and saw operating income double to $2.2 billion. That kind of growth reflects real momentum, not just hype. On top of that, Search and YouTube ad revenue remained strong, a","text":"Alphabet Q2 2025 Earnings: A Strong Beat, But Is $200 in Sight? $Alphabet(GOOGL)$ , Google's parent company, delivered an impressive Q2 2025 earnings report, clearly outperforming market expectations. With $96.43 billion in revenue and $2.31 in EPS—both ahead of consensus estimates—the company continues to demonstrate its dominance across Search, YouTube, and especially Cloud, all of which were further accelerated by rapid progress in AI development. What really stood out to me was the strength of Google Cloud, which grew 28% year-over-year and saw operating income double to $2.2 billion. That kind of growth reflects real momentum, not just hype. On top of that, Search and YouTube ad revenue remained strong, a","images":[{"img":"https://community-static.tradeup.com/news/57c54bce0f1ac25dccc35ae3164f54ac","width":"998","height":"490"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":16,"link":"https://ttm.financial/post/460188579581992","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":460248425849080,"gmtCreate":1753402410294,"gmtModify":1753410308578,"author":{"id":"4091758936365950","authorId":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091758936365950","authorIdStr":"4091758936365950"},"themes":[],"htmlText":"Although the Mag7 has usually reported good results and do the heavy lifting for the S&amp;P500, I do not think that it can continue to do without a break. In any case, it is a heterogeneous group with different prospects and challenges. The expected rate cuts will help lift them but the past quarter may not be that kind to profit margin. Among the rest, I am optimistic about Apple and meta. Of these 2, my favourite will still be Apple. With its sticky ecosystem and popular demand, I expand sales of its products like iPhone and iPad to remain strong. Forex also would help in its earnings. Although it has only started working on AI wilt companies like meta and Google, I will not be quick to dismiss the early impact of AI on these companies. The promise is what Apple sells to consumers too a","listText":"Although the Mag7 has usually reported good results and do the heavy lifting for the S&amp;P500, I do not think that it can continue to do without a break. In any case, it is a heterogeneous group with different prospects and challenges. The expected rate cuts will help lift them but the past quarter may not be that kind to profit margin. Among the rest, I am optimistic about Apple and meta. Of these 2, my favourite will still be Apple. With its sticky ecosystem and popular demand, I expand sales of its products like iPhone and iPad to remain strong. Forex also would help in its earnings. Although it has only started working on AI wilt companies like meta and Google, I will not be quick to dismiss the early impact of AI on these companies. The promise is what Apple sells to consumers too a","text":"Although the Mag7 has usually reported good results and do the heavy lifting for the S&P500, I do not think that it can continue to do without a break. In any case, it is a heterogeneous group with different prospects and challenges. The expected rate cuts will help lift them but the past quarter may not be that kind to profit margin. Among the rest, I am optimistic about Apple and meta. Of these 2, my favourite will still be Apple. With its sticky ecosystem and popular demand, I expand sales of its products like iPhone and iPad to remain strong. Forex also would help in its earnings. Although it has only started working on AI wilt companies like meta and Google, I will not be quick to dismiss the early impact of AI on these companies. The promise is what Apple sells to consumers too a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460248425849080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460051649945696,"gmtCreate":1753336341244,"gmtModify":1753336413180,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"GOOGLE Q2: Market NOT Panic!","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> Q2 confirmed AI's full empowerment of its core business, with overall results exceeding expectations, driven by double-digit growth in search ads, YouTube and cloud business.In addition, the $85 billion capital expenditure was another surprise to the market, regaining confidence in AI incremental, but with the policy risks constitute a \"dual-track narrative\".The current share price corresponds to the 2026 PE of 17.6 times (5-year low), if the cloud business growth rate is maintained, it is expected to be revalued, but we need to be vigilant about the GPU supply bottleneck (lasting until the end of 2025) and regulatory black swans. <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> Core performance and market feedbackTot","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> Q2 confirmed AI's full empowerment of its core business, with overall results exceeding expectations, driven by double-digit growth in search ads, YouTube and cloud business.In addition, the $85 billion capital expenditure was another surprise to the market, regaining confidence in AI incremental, but with the policy risks constitute a \"dual-track narrative\".The current share price corresponds to the 2026 PE of 17.6 times (5-year low), if the cloud business growth rate is maintained, it is expected to be revalued, but we need to be vigilant about the GPU supply bottleneck (lasting until the end of 2025) and regulatory black swans. <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> Core performance and market feedbackTot","text":"$Alphabet(GOOG)$ Q2 confirmed AI's full empowerment of its core business, with overall results exceeding expectations, driven by double-digit growth in search ads, YouTube and cloud business.In addition, the $85 billion capital expenditure was another surprise to the market, regaining confidence in AI incremental, but with the policy risks constitute a \"dual-track narrative\".The current share price corresponds to the 2026 PE of 17.6 times (5-year low), if the cloud business growth rate is maintained, it is expected to be revalued, but we need to be vigilant about the GPU supply bottleneck (lasting until the end of 2025) and regulatory black swans. $Alphabet(GOOGL)$ Core performance and market feedbackTot","images":[{"img":"https://static.tigerbbs.com/ffe597d2d53fbaad4d396761dd2035ef"},{"img":"https://static.tigerbbs.com/908780919a595349b4edb793b0004862"},{"img":"https://static.tigerbbs.com/8f5813ac22baae8439515b12a231c7d4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":36,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/460051649945696","isVote":1,"tweetType":1,"viewCount":1687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":460369794068864,"gmtCreate":1753403385573,"gmtModify":1753403389615,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101948424484190","authorIdStr":"4101948424484190"},"themes":[],"htmlText":"Great to see so many companies earning result is so good and flying. <a href=\"https://ttm.financial/U/3582922989777578\"> @SPOT_ON </a><a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/4091758936365950\"> @MHh </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a>","listText":"Great to see so many companies earning result is so good and flying. <a href=\"https://ttm.financial/U/3582922989777578\"> @SPOT_ON </a><a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/4091758936365950\"> @MHh </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a>","text":"Great to see so many companies earning result is so good and flying. @SPOT_ON @HelenJanet @MHh @koolgal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460369794068864","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460230877938416,"gmtCreate":1753397941345,"gmtModify":1753415441580,"author":{"id":"4172107869146272","authorId":"4172107869146272","name":"MousaMousa","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172107869146272","authorIdStr":"4172107869146272"},"themes":[],"htmlText":"Tariffs turbulence had significant effect on all forecasts for this year which impacts YoY figures across the board, and especially for giants like Mag 7 - I don't expect a surge this quarter for those companies, it's a recovery quarter easing into better adjusted figures in Q3 and Q4. Let's see...","listText":"Tariffs turbulence had significant effect on all forecasts for this year which impacts YoY figures across the board, and especially for giants like Mag 7 - I don't expect a surge this quarter for those companies, it's a recovery quarter easing into better adjusted figures in Q3 and Q4. Let's see...","text":"Tariffs turbulence had significant effect on all forecasts for this year which impacts YoY figures across the board, and especially for giants like Mag 7 - I don't expect a surge this quarter for those companies, it's a recovery quarter easing into better adjusted figures in Q3 and Q4. Let's see...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460230877938416","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460054587679016,"gmtCreate":1753321834677,"gmtModify":1753323450489,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"yourcelesttyy","avatar":"https://community-static.tradeup.com/news/3caa9d5789492882d6046e8664eddcf1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Google’s Q2 Triumph: AI Surge or Capex Scare?","htmlText":"Alphabet Inc. ( <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> ), Google’s parent company, has set the stage ablaze with its Q2 2025 earnings, reported after market close on July 23, 2025, delivering a robust beat on revenue and earnings per share (EPS). With $96.43 billion in revenue and $2.31 EPS, surpassing estimates of $94 billion and $2.18, Alphabet showcased strength in search, YouTube, and cloud, fueled by AI advancements. However, a $10 billion increase in 2025 capital expenditure (capex) to $85 billion, aimed at bolstering AI and cloud infrastructure, sparked mixed investor reactions, with the stock dipping initially before recovering 3% in after-hours trading. As the tech sector drives global markets, including Singapore’s Straits Times Index (STI) with its 12-day","listText":"Alphabet Inc. ( <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> ), Google’s parent company, has set the stage ablaze with its Q2 2025 earnings, reported after market close on July 23, 2025, delivering a robust beat on revenue and earnings per share (EPS). With $96.43 billion in revenue and $2.31 EPS, surpassing estimates of $94 billion and $2.18, Alphabet showcased strength in search, YouTube, and cloud, fueled by AI advancements. However, a $10 billion increase in 2025 capital expenditure (capex) to $85 billion, aimed at bolstering AI and cloud infrastructure, sparked mixed investor reactions, with the stock dipping initially before recovering 3% in after-hours trading. As the tech sector drives global markets, including Singapore’s Straits Times Index (STI) with its 12-day","text":"Alphabet Inc. ( $Alphabet(GOOGL)$ ), Google’s parent company, has set the stage ablaze with its Q2 2025 earnings, reported after market close on July 23, 2025, delivering a robust beat on revenue and earnings per share (EPS). With $96.43 billion in revenue and $2.31 EPS, surpassing estimates of $94 billion and $2.18, Alphabet showcased strength in search, YouTube, and cloud, fueled by AI advancements. However, a $10 billion increase in 2025 capital expenditure (capex) to $85 billion, aimed at bolstering AI and cloud infrastructure, sparked mixed investor reactions, with the stock dipping initially before recovering 3% in after-hours trading. As the tech sector drives global markets, including Singapore’s Straits Times Index (STI) with its 12-day","images":[{"img":"https://community-static.tradeup.com/news/189a34f1cb237f43b3c109478a00785c","width":"750","height":"500"},{"img":"https://community-static.tradeup.com/news/afea383f05115e186e6c854fda6cfeba","width":"1368","height":"768"},{"img":"https://community-static.tradeup.com/news/3bb11e9938a0699f842f164188c31642","width":"3000","height":"2001"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":56,"commentSize":6,"repostSize":4,"link":"https://ttm.financial/post/460054587679016","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010969","authorId":"10000000000010969","name":"Kristina_","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010969","authorIdStr":"10000000000010969"},"content":"Alphabet’s looking strong, but that capex increase is a bit of a red flag. Still, AI and cloud are where the growth’s at! I’m definitely keeping an eye on GOOGL—$200 is looking realistic if they execute well. 🚀","text":"Alphabet’s looking strong, but that capex increase is a bit of a red flag. Still, AI and cloud are where the growth’s at! I’m definitely keeping an eye on GOOGL—$200 is looking realistic if they execute well. 🚀","html":"Alphabet’s looking strong, but that capex increase is a bit of a red flag. Still, AI and cloud are where the growth’s at! I’m definitely keeping an eye on GOOGL—$200 is looking realistic if they execute well. 🚀"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":460107212599704,"gmtCreate":1753367565223,"gmtModify":1753370056560,"author":{"id":"4121482349085112","authorId":"4121482349085112","name":"KKLEE","avatar":"https://community-static.tradeup.com/news/9cd26c37fb357178b3bab615cfeafdf2","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121482349085112","authorIdStr":"4121482349085112"},"themes":[],"htmlText":"Alphabet (Google) just delivered a solid Q2 earnings beat, silencing the skeptics with strong topline growth and impressive margins. But one number stood out — a massive $10 billion in capital expenditures. Now, the market is split: is this aggressive investment a bullish AI bet, or a red flag on cost? The Good News First Google’s core businesses — Search, YouTube, and Cloud — all showed healthy momentum. AI integration across products continues to deepen, and advertising demand held up better than feared. EPS came in above expectations, reinforcing Google's ability to execute in a complex macro backdrop. What’s With the $10B Capex? The heavy spending is largely targeted at data centers, AI infrastructure, and custom chips — all essential to competing in the next wave of generative AI. For","listText":"Alphabet (Google) just delivered a solid Q2 earnings beat, silencing the skeptics with strong topline growth and impressive margins. But one number stood out — a massive $10 billion in capital expenditures. Now, the market is split: is this aggressive investment a bullish AI bet, or a red flag on cost? The Good News First Google’s core businesses — Search, YouTube, and Cloud — all showed healthy momentum. AI integration across products continues to deepen, and advertising demand held up better than feared. EPS came in above expectations, reinforcing Google's ability to execute in a complex macro backdrop. What’s With the $10B Capex? The heavy spending is largely targeted at data centers, AI infrastructure, and custom chips — all essential to competing in the next wave of generative AI. For","text":"Alphabet (Google) just delivered a solid Q2 earnings beat, silencing the skeptics with strong topline growth and impressive margins. But one number stood out — a massive $10 billion in capital expenditures. Now, the market is split: is this aggressive investment a bullish AI bet, or a red flag on cost? The Good News First Google’s core businesses — Search, YouTube, and Cloud — all showed healthy momentum. AI integration across products continues to deepen, and advertising demand held up better than feared. EPS came in above expectations, reinforcing Google's ability to execute in a complex macro backdrop. What’s With the $10B Capex? The heavy spending is largely targeted at data centers, AI infrastructure, and custom chips — all essential to competing in the next wave of generative AI. For","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460107212599704","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460049718636584,"gmtCreate":1753320181123,"gmtModify":1753332538703,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"htmlText":"Alphabet Q2 Earnings Review: Cloud Growth Fuels Strong Beat <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;released its Q2 2025 earnings after market close on July 23 (ET), beating expectations with strong revenue growth driven by Google Cloud and advertising. After-hours stock rose over 1%. Key Financial Highlights ~Revenue rose 14% year over year to $96.43 billion, exceeding the market estimate of $93.94 billion. Growth was fueled by resilient ad demand, rapid cloud expansion, and favorable currency impact. ~EPS reached $2.31, up 22% Y/Y, driven by operating leverage from declining cost ratios. ~Google Ads revenue climbed 10% to $71.34","listText":"Alphabet Q2 Earnings Review: Cloud Growth Fuels Strong Beat <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;released its Q2 2025 earnings after market close on July 23 (ET), beating expectations with strong revenue growth driven by Google Cloud and advertising. After-hours stock rose over 1%. Key Financial Highlights ~Revenue rose 14% year over year to $96.43 billion, exceeding the market estimate of $93.94 billion. Growth was fueled by resilient ad demand, rapid cloud expansion, and favorable currency impact. ~EPS reached $2.31, up 22% Y/Y, driven by operating leverage from declining cost ratios. ~Google Ads revenue climbed 10% to $71.34","text":"Alphabet Q2 Earnings Review: Cloud Growth Fuels Strong Beat $Alphabet(GOOG)$ $Alphabet(GOOGL)$ released its Q2 2025 earnings after market close on July 23 (ET), beating expectations with strong revenue growth driven by Google Cloud and advertising. After-hours stock rose over 1%. Key Financial Highlights ~Revenue rose 14% year over year to $96.43 billion, exceeding the market estimate of $93.94 billion. Growth was fueled by resilient ad demand, rapid cloud expansion, and favorable currency impact. ~EPS reached $2.31, up 22% Y/Y, driven by operating leverage from declining cost ratios. ~Google Ads revenue climbed 10% to $71.34","images":[{"img":"https://community-static.tradeup.com/news/df34b44bafa9e2dd9de4e37c842f1b69","width":"1078","height":"1158"},{"img":"https://community-static.tradeup.com/news/65c750f9b135d472116b51d1a6bac55f","width":"1079","height":"547"},{"img":"https://community-static.tradeup.com/news/2a92e34d3f457477b34160b2c1d947af","width":"1036","height":"651"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/460049718636584","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274691172880","authorId":"3479274691172880","name":"DreamBig572","avatar":"https://static.tigerbbs.com/46c35ff83dd06ac0fd5a2fbfed0003e4","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274691172880","authorIdStr":"3479274691172880"},"content":"Incredible performance! Love the insights! [Wow]","text":"Incredible performance! Love the insights! [Wow]","html":"Incredible performance! Love the insights! [Wow]"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":460025687773600,"gmtCreate":1753318389787,"gmtModify":1753332629298,"author":{"id":"4214129204596242","authorId":"4214129204596242","name":"EBITDA is King","avatar":"https://community-static.tradeup.com/news/452e43878d14f1486aa038ea5d9e85b1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214129204596242","authorIdStr":"4214129204596242"},"themes":[],"htmlText":"Judgemental Analysis: Google Q2 2025 Earnings — Is Alphabet the Most Undervalued Tech Titan? Earnings season is here again, and all eyes are on the usual suspects: the “Magnificent Seven” tech giants. But among these, Google — or more accurately, Alphabet Inc. — stands out for reasons both exciting and, frankly, puzzling. As the company prepares to release its Q2 2025 earnings report after the market closes on July 23, the consensus is almost comically bullish. Revenue projections are sky-high at $93.75 billion, and profit margins are expected to expand. The forecast for diluted EPS is a respectable $2.25. From a valuation standpoint, analysts peg Google’s fair value at $185 per share based on an EV/EBITDA multiple of 13.55x for fiscal 2026. Yet, in a market that endlessly rewards hype, Go","listText":"Judgemental Analysis: Google Q2 2025 Earnings — Is Alphabet the Most Undervalued Tech Titan? Earnings season is here again, and all eyes are on the usual suspects: the “Magnificent Seven” tech giants. But among these, Google — or more accurately, Alphabet Inc. — stands out for reasons both exciting and, frankly, puzzling. As the company prepares to release its Q2 2025 earnings report after the market closes on July 23, the consensus is almost comically bullish. Revenue projections are sky-high at $93.75 billion, and profit margins are expected to expand. The forecast for diluted EPS is a respectable $2.25. From a valuation standpoint, analysts peg Google’s fair value at $185 per share based on an EV/EBITDA multiple of 13.55x for fiscal 2026. Yet, in a market that endlessly rewards hype, Go","text":"Judgemental Analysis: Google Q2 2025 Earnings — Is Alphabet the Most Undervalued Tech Titan? Earnings season is here again, and all eyes are on the usual suspects: the “Magnificent Seven” tech giants. But among these, Google — or more accurately, Alphabet Inc. — stands out for reasons both exciting and, frankly, puzzling. As the company prepares to release its Q2 2025 earnings report after the market closes on July 23, the consensus is almost comically bullish. Revenue projections are sky-high at $93.75 billion, and profit margins are expected to expand. The forecast for diluted EPS is a respectable $2.25. From a valuation standpoint, analysts peg Google’s fair value at $185 per share based on an EV/EBITDA multiple of 13.55x for fiscal 2026. Yet, in a market that endlessly rewards hype, Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/460025687773600","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000456","authorId":"9000000000000456","name":"NewmanGray","avatar":"https://static.tigerbbs.com/bf65ca86aeb00567f8edf7489edd03ae","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000456","authorIdStr":"9000000000000456"},"content":"Love your deep analysis! Makes me even more bullish! [Heart]","text":"Love your deep analysis! Makes me even more bullish! [Heart]","html":"Love your deep analysis! Makes me even more bullish! [Heart]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":459986495480288,"gmtCreate":1753313980811,"gmtModify":1753332777797,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"Google's Q2 25 Triumph, The Best Value Magnificent 7 Stock Shining Bright ","htmlText":"🌟🌟🌟As a long term investor in<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> I am so happy with its latest Q2 25 results which was released today.&nbsp; Google not only beats revenue and earnings estimates but did so while trading at a forward P/E ratio of just 17.8 times, well below its Big Tech peers.&nbsp; For value minded investors like me who seek exposure to AI, Cloud and Digital dominance, this quarter's results make a compelling case of why I invest in Google. Q2 25 Financial Highlights&nbsp; Revenue is up 14% YoY&nbsp;to USD 96.4 billion vs USD 94 billion estimates EPS is USD 2.31 vs USD 2.18 estimates&nbsp; Forward P/E ratio is 17.8 times","listText":"🌟🌟🌟As a long term investor in<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> I am so happy with its latest Q2 25 results which was released today.&nbsp; Google not only beats revenue and earnings estimates but did so while trading at a forward P/E ratio of just 17.8 times, well below its Big Tech peers.&nbsp; For value minded investors like me who seek exposure to AI, Cloud and Digital dominance, this quarter's results make a compelling case of why I invest in Google. Q2 25 Financial Highlights&nbsp; Revenue is up 14% YoY&nbsp;to USD 96.4 billion vs USD 94 billion estimates EPS is USD 2.31 vs USD 2.18 estimates&nbsp; Forward P/E ratio is 17.8 times","text":"🌟🌟🌟As a long term investor in$Alphabet(GOOGL)$ $Alphabet(GOOG)$ I am so happy with its latest Q2 25 results which was released today. Google not only beats revenue and earnings estimates but did so while trading at a forward P/E ratio of just 17.8 times, well below its Big Tech peers. For value minded investors like me who seek exposure to AI, Cloud and Digital dominance, this quarter's results make a compelling case of why I invest in Google. Q2 25 Financial Highlights Revenue is up 14% YoY to USD 96.4 billion vs USD 94 billion estimates EPS is USD 2.31 vs USD 2.18 estimates Forward P/E ratio is 17.8 times","images":[{"img":"https://community-static.tradeup.com/news/120cb0216ade72f5de9532e1953186d0","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/03a294d6a987f147f059c5e1527baca3","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/14133914bbd64c3f054d127c18b1b06d","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":20,"commentSize":9,"repostSize":15,"link":"https://ttm.financial/post/459986495480288","isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":460188001218560,"gmtCreate":1753360912822,"gmtModify":1753362501752,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"htmlText":"I believe the post-earnings surge of these under-the-radar companies is justified. They not only beat expectations but also raised guidance or showed strong margins. GE Vernova and TE Connectivity benefit from long-term trends like clean energy and AI, while Lennox and General Dynamics delivered strong results through solid execution. This proves there is strength beyond the big names. Despite Tesla and Alphabet’s mixed results, I am still positive on the rest of the Magnificent 7. Apple, Microsoft, Amazon, and Meta could lift overall earnings, especially with continued demand in AI and cloud. The projected 14.1% earnings growth from these seven shows how important they remain to the S&amp;P 500. I am most optimistic about Microsoft <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)</a>","listText":"I believe the post-earnings surge of these under-the-radar companies is justified. They not only beat expectations but also raised guidance or showed strong margins. GE Vernova and TE Connectivity benefit from long-term trends like clean energy and AI, while Lennox and General Dynamics delivered strong results through solid execution. This proves there is strength beyond the big names. Despite Tesla and Alphabet’s mixed results, I am still positive on the rest of the Magnificent 7. Apple, Microsoft, Amazon, and Meta could lift overall earnings, especially with continued demand in AI and cloud. The projected 14.1% earnings growth from these seven shows how important they remain to the S&amp;P 500. I am most optimistic about Microsoft <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)</a>","text":"I believe the post-earnings surge of these under-the-radar companies is justified. They not only beat expectations but also raised guidance or showed strong margins. GE Vernova and TE Connectivity benefit from long-term trends like clean energy and AI, while Lennox and General Dynamics delivered strong results through solid execution. This proves there is strength beyond the big names. Despite Tesla and Alphabet’s mixed results, I am still positive on the rest of the Magnificent 7. Apple, Microsoft, Amazon, and Meta could lift overall earnings, especially with continued demand in AI and cloud. The projected 14.1% earnings growth from these seven shows how important they remain to the S&P 500. I am most optimistic about Microsoft $Microsoft(MSFT)","images":[{"img":"https://community-static.tradeup.com/news/d21ac799b3565754fb436a4505b403d1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/460188001218560","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":460130799861768,"gmtCreate":1753355576175,"gmtModify":1753362548036,"author":{"id":"10000000000011074","authorId":"10000000000011074","name":"8899Nar","avatar":"https://community-static.tradeup.com/news/f7da49e251424da6b07fd19e12d1eeb0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011074","authorIdStr":"10000000000011074"},"themes":[],"title":"IS GOOGL A BUY AFTER Q2 EARNINGS?","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> Let's look at my simple valuation model:PRICE TARGET: $245POTENTIAL UPSIDE: +25% ✅ASSUMPTIONS:LTM Revenue: $371.399B5Y Revenue CAGR: 10%2030 Profit Margin: 30%2030 PE Ratio: 22Shares outstanding: 12.198BShares reduction: 2%/year VALUATION:Q2 2030 $GOOGL Share Price =371.399 * (1.10)^5 * 0.30 * 22 /[12.198 * (0.98)^5] = 358$You can now choose the discount rate that you prefer, for Google I want to use 10%. ACTUAL PRICE: $196FAIR VALUE: $2221Y PRICE TARGET: $245POTENTIAL UPSIDE: +25%EXPECTED RETURNS: 12.8%/yearDIVIDEND YIELD: 0.4%For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find ou","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> Let's look at my simple valuation model:PRICE TARGET: $245POTENTIAL UPSIDE: +25% ✅ASSUMPTIONS:LTM Revenue: $371.399B5Y Revenue CAGR: 10%2030 Profit Margin: 30%2030 PE Ratio: 22Shares outstanding: 12.198BShares reduction: 2%/year VALUATION:Q2 2030 $GOOGL Share Price =371.399 * (1.10)^5 * 0.30 * 22 /[12.198 * (0.98)^5] = 358$You can now choose the discount rate that you prefer, for Google I want to use 10%. ACTUAL PRICE: $196FAIR VALUE: $2221Y PRICE TARGET: $245POTENTIAL UPSIDE: +25%EXPECTED RETURNS: 12.8%/yearDIVIDEND YIELD: 0.4%For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find ou","text":"$Alphabet(GOOG)$ Let's look at my simple valuation model:PRICE TARGET: $245POTENTIAL UPSIDE: +25% ✅ASSUMPTIONS:LTM Revenue: $371.399B5Y Revenue CAGR: 10%2030 Profit Margin: 30%2030 PE Ratio: 22Shares outstanding: 12.198BShares reduction: 2%/year VALUATION:Q2 2030 $GOOGL Share Price =371.399 * (1.10)^5 * 0.30 * 22 /[12.198 * (0.98)^5] = 358$You can now choose the discount rate that you prefer, for Google I want to use 10%. ACTUAL PRICE: $196FAIR VALUE: $2221Y PRICE TARGET: $245POTENTIAL UPSIDE: +25%EXPECTED RETURNS: 12.8%/yearDIVIDEND YIELD: 0.4%For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find ou","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460130799861768","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":459752131915872,"gmtCreate":1753263216726,"gmtModify":1753357858064,"author":{"id":"10000000000010961","authorId":"10000000000010961","name":"Tiger_Contra","avatar":"https://static.tigerbbs.com/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010961","authorIdStr":"10000000000010961"},"themes":[],"title":"💰 SGX Hits 17 Consecutive Gains: Follow Dividend Picks O39/U11/D05？","htmlText":"💰 <a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$</a> hits 17 consecutive gains with the U.S. dollar weakening and the Singapore dollar strengthening.💹 <a href=\"https://ttm.financial/S/O39.SI\">$ocbc bank(O39.SI)$</a>/<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$</a>/<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$</a>: STI's core components that are showing an upward trend with reasonable current valuations.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.<a href=\"https://ttm.financial/TW/367769452580952\" target=\"_blank\">💰Join the TB Contra Telegram Group to Get </a>","listText":"💰 <a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$</a> hits 17 consecutive gains with the U.S. dollar weakening and the Singapore dollar strengthening.💹 <a href=\"https://ttm.financial/S/O39.SI\">$ocbc bank(O39.SI)$</a>/<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$</a>/<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$</a>: STI's core components that are showing an upward trend with reasonable current valuations.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.<a href=\"https://ttm.financial/TW/367769452580952\" target=\"_blank\">💰Join the TB Contra Telegram Group to Get </a>","text":"💰 $Straits Times Index(STI.SI)$ hits 17 consecutive gains with the U.S. dollar weakening and the Singapore dollar strengthening.💹 $ocbc bank(O39.SI)$/$UOB(U11.SI)$/$DBS(D05.SI)$: STI's core components that are showing an upward trend with reasonable current valuations.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.💰Join the TB Contra Telegram Group to Get","images":[{"img":"https://community-static.tradeup.com/news/65e4ef39fe60fbf9a1c6a7a573a33fa3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":166,"commentSize":2,"repostSize":8,"link":"https://ttm.financial/post/459752131915872","isVote":1,"tweetType":1,"viewCount":3424,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667673047996","authorId":"3527667673047996","name":"SGX_Stars","avatar":"https://community-static.tradeup.com/news/e25c0d30145226f3d840902eeabbadbb","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667673047996","authorIdStr":"3527667673047996"},"content":"In light of the $Straits Times Index(STI.SI)$ 's remarkable 17 consecutive gains, driven by the robust performance of high-yielding stocks, now is an opportune moment to consider investing in local giants. With record profits and strategic growth plans, $ocbc bank(O39.SI)$ , $UOB(U11.SI)$ , and $DBS(D05.SI)$ stand out as stable choices. O39/U11/D05.","text":"In light of the $Straits Times Index(STI.SI)$ 's remarkable 17 consecutive gains, driven by the robust performance of high-yielding stocks, now is an opportune moment to consider investing in local giants. With record profits and strategic growth plans, $ocbc bank(O39.SI)$ , $UOB(U11.SI)$ , and $DBS(D05.SI)$ stand out as stable choices. O39/U11/D05.","html":"In light of the $Straits Times Index(STI.SI)$ 's remarkable 17 consecutive gains, driven by the robust performance of high-yielding stocks, now is an opportune moment to consider investing in local giants. With record profits and strategic growth plans, $ocbc bank(O39.SI)$ , $UOB(U11.SI)$ , and $DBS(D05.SI)$ stand out as stable choices. O39/U11/D05."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":459902788858504,"gmtCreate":1753301640972,"gmtModify":1753332845902,"author":{"id":"4197851430299452","authorId":"4197851430299452","name":"ToNi","avatar":"https://community-static.tradeup.com/news/0d547dc9d32dea0c8d325a231320d24c","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197851430299452","authorIdStr":"4197851430299452"},"themes":[],"htmlText":"Bullish Outlook on Google’s Q2 2025 Earnings: Growth Potential and Investment Opportunity Alphabet (GOOG and GOOGL), Google’s parent company, is set to release its Q2 2025 earnings report after market close on July 23, 2025, and the market is buzzing with anticipation. Based on the latest data and analysis, this quarter promises to deliver an impressive performance, with projected revenues of $93.75 billion and diluted earnings per share (EPS) of $2.25—potentially exceeding expectations. This optimistic outlook not only highlights the strength of Google’s core business but also presents an attractive investment opportunity given its current valuation. First, Google’s revenue growth remains robust. As the global leader in digital advertising, its Search and YouTube platforms continue to dom","listText":"Bullish Outlook on Google’s Q2 2025 Earnings: Growth Potential and Investment Opportunity Alphabet (GOOG and GOOGL), Google’s parent company, is set to release its Q2 2025 earnings report after market close on July 23, 2025, and the market is buzzing with anticipation. Based on the latest data and analysis, this quarter promises to deliver an impressive performance, with projected revenues of $93.75 billion and diluted earnings per share (EPS) of $2.25—potentially exceeding expectations. This optimistic outlook not only highlights the strength of Google’s core business but also presents an attractive investment opportunity given its current valuation. First, Google’s revenue growth remains robust. As the global leader in digital advertising, its Search and YouTube platforms continue to dom","text":"Bullish Outlook on Google’s Q2 2025 Earnings: Growth Potential and Investment Opportunity Alphabet (GOOG and GOOGL), Google’s parent company, is set to release its Q2 2025 earnings report after market close on July 23, 2025, and the market is buzzing with anticipation. Based on the latest data and analysis, this quarter promises to deliver an impressive performance, with projected revenues of $93.75 billion and diluted earnings per share (EPS) of $2.25—potentially exceeding expectations. This optimistic outlook not only highlights the strength of Google’s core business but also presents an attractive investment opportunity given its current valuation. First, Google’s revenue growth remains robust. As the global leader in digital advertising, its Search and YouTube platforms continue to dom","images":[{"img":"https://community-static.tradeup.com/news/d23b819bf4dd84d94790961d4cede508","width":"512","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/459902788858504","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":459725068632080,"gmtCreate":1753256704354,"gmtModify":1753257791114,"author":{"id":"10000000000010961","authorId":"10000000000010961","name":"Tiger_Contra","avatar":"https://static.tigerbbs.com/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010961","authorIdStr":"10000000000010961"},"themes":[],"title":"💰Defense-focused Drone Stocks KTOS, AVAV, NOC Surge: Key Insights Digest","htmlText":"Leading military and defense-focused drone stocks <a href=\"https://ttm.financial/S/NOC\">$Northrop Grumman(NOC)$</a> jumped almost 10% after the earnings results released.Q2 2025 financial report highlights: revenue reached $10.35 billion (year-on-year growth), net profit was $1.17 billion, earnings per share (EPS) was $7.11, exceeding the market expectation of $6.71, and revenue also exceeded expectations (2.94%), driving the stock price up by about 9.8% recently.Future Outlook: Revenue in 2025 is expected to be between $41.3 billion and $41.8 billion, diluted earnings per share are between $2.445 and $2.485, and free cash flow is expected to be between $2.35 billion and $2.65 billion; long-term outlook shows that revenue is expected to reach $46.8 billion and profit is $4.3 billion by 202","listText":"Leading military and defense-focused drone stocks <a href=\"https://ttm.financial/S/NOC\">$Northrop Grumman(NOC)$</a> jumped almost 10% after the earnings results released.Q2 2025 financial report highlights: revenue reached $10.35 billion (year-on-year growth), net profit was $1.17 billion, earnings per share (EPS) was $7.11, exceeding the market expectation of $6.71, and revenue also exceeded expectations (2.94%), driving the stock price up by about 9.8% recently.Future Outlook: Revenue in 2025 is expected to be between $41.3 billion and $41.8 billion, diluted earnings per share are between $2.445 and $2.485, and free cash flow is expected to be between $2.35 billion and $2.65 billion; long-term outlook shows that revenue is expected to reach $46.8 billion and profit is $4.3 billion by 202","text":"Leading military and defense-focused drone stocks $Northrop Grumman(NOC)$ jumped almost 10% after the earnings results released.Q2 2025 financial report highlights: revenue reached $10.35 billion (year-on-year growth), net profit was $1.17 billion, earnings per share (EPS) was $7.11, exceeding the market expectation of $6.71, and revenue also exceeded expectations (2.94%), driving the stock price up by about 9.8% recently.Future Outlook: Revenue in 2025 is expected to be between $41.3 billion and $41.8 billion, diluted earnings per share are between $2.445 and $2.485, and free cash flow is expected to be between $2.35 billion and $2.65 billion; long-term outlook shows that revenue is expected to reach $46.8 billion and profit is $4.3 billion by 202","images":[{"img":"https://community-static.tradeup.com/news/b869e879c46ef14cefe9611fc464f4f5"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":27,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/459725068632080","isVote":1,"tweetType":1,"viewCount":12449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":459695357366368,"gmtCreate":1753249355751,"gmtModify":1753249410412,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Tariff-Induced Boom\" or Dangerous Illusion? The Hidden Crisis Behind TXN's Q2 Growth","htmlText":"<a href=\"https://ttm.financial/S/TXN\">$Texas Instruments(TXN)$</a> announced Q2 earnings after the plunge, Q2 high growth is actually \"tariffs to ripen\", Q3 guidance exposure of endogenous demand weakness, valuation from the \"recovery premium\" to return to the \"reality of pricingThe price of valuation has returned from \"recovery premium\" to \"realistic pricing\". The short-term focus is on whether industrial demand can offset the auto drag, while the long-term bet is on whether US manufacturing cost reductions can hedge against geopolitical risks.At this juncture, the market needs to digest the dual uncertainties of tariff policy and capital expenditure, and share price volatility will remain high.Performance Overview and Market FeedbackIn terms of core metrics, revenue 4.45B, +16% YoY vs. 4","listText":"<a href=\"https://ttm.financial/S/TXN\">$Texas Instruments(TXN)$</a> announced Q2 earnings after the plunge, Q2 high growth is actually \"tariffs to ripen\", Q3 guidance exposure of endogenous demand weakness, valuation from the \"recovery premium\" to return to the \"reality of pricingThe price of valuation has returned from \"recovery premium\" to \"realistic pricing\". The short-term focus is on whether industrial demand can offset the auto drag, while the long-term bet is on whether US manufacturing cost reductions can hedge against geopolitical risks.At this juncture, the market needs to digest the dual uncertainties of tariff policy and capital expenditure, and share price volatility will remain high.Performance Overview and Market FeedbackIn terms of core metrics, revenue 4.45B, +16% YoY vs. 4","text":"$Texas Instruments(TXN)$ announced Q2 earnings after the plunge, Q2 high growth is actually \"tariffs to ripen\", Q3 guidance exposure of endogenous demand weakness, valuation from the \"recovery premium\" to return to the \"reality of pricingThe price of valuation has returned from \"recovery premium\" to \"realistic pricing\". The short-term focus is on whether industrial demand can offset the auto drag, while the long-term bet is on whether US manufacturing cost reductions can hedge against geopolitical risks.At this juncture, the market needs to digest the dual uncertainties of tariff policy and capital expenditure, and share price volatility will remain high.Performance Overview and Market FeedbackIn terms of core metrics, revenue 4.45B, +16% YoY vs. 4","images":[{"img":"https://static.tigerbbs.com/a7337c8baefc814882fb9a396ad7e9bc"},{"img":"https://static.tigerbbs.com/8c547e73f5d78f31c2885e3c55b5f84e"},{"img":"https://static.tigerbbs.com/b717176e7ca500305ca5622a688c7542"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":11,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/459695357366368","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000163","authorId":"9000000000000163","name":"BillyWilliams","avatar":"https://static.tigerbbs.com/f0d9064517bcefca15dc55450b4b9bf7","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000163","authorIdStr":"9000000000000163"},"content":"You're highlighting some serious concerns.","text":"You're highlighting some serious concerns.","html":"You're highlighting some serious concerns."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":460139708154488,"gmtCreate":1753375589957,"gmtModify":1753375594172,"author":{"id":"4090968655092710","authorId":"4090968655092710","name":"LucasOng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090968655092710","authorIdStr":"4090968655092710"},"themes":[],"htmlText":"Yes, google is an underdog. Under value before earnings, now maybe a little more fair. Price is what you pay, value is what you get.","listText":"Yes, google is an underdog. Under value before earnings, now maybe a little more fair. Price is what you pay, value is what you get.","text":"Yes, google is an underdog. Under value before earnings, now maybe a little more fair. Price is what you pay, value is what you get.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460139708154488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460208731988560,"gmtCreate":1753377674086,"gmtModify":1753377678682,"author":{"id":"4125532638806262","authorId":"4125532638806262","name":"ECLC","avatar":"https://community-static.tradeup.com/news/09fb0c58bc7fe8c4936dcdd44711a4e0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125532638806262","authorIdStr":"4125532638806262"},"themes":[],"htmlText":"Got it right to think Google will do well but didn't buy though and still enjoy it.","listText":"Got it right to think Google will do well but didn't buy though and still enjoy it.","text":"Got it right to think Google will do well but didn't buy though and still enjoy it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460208731988560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}