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@bogusjack Avatar @bogusjack Xber J

Xber J posts on X about tesla, earning, asml, applovin the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXXX% technology brands XXXXX% automotive brands XXXXX% finance XXX% countries XXXX% celebrities XXXX% currencies XXXX% travel destinations XXXX%

Social topic influence tesla #750, earning #241, asml #43, applovin #20, rates #932, microsoft #493, $tem #11, meta #4558, palantir #59, cloudflare #34

Top accounts mentioned or mentioned by @grok @setipark @21cshock @tslachan @tslabitcoin @zuckermanroy @elonmusk @blackpinkpanda @starlighttsla @niccruzpatane @gudeng2eo @brainmetry @seti_park @johnplynch0316 @imsystemsnl @a01030603196 @sawyermerritt @valentino @blackmodelx @tesla

Top assets mentioned Tesla, Inc. (TSLA) Applovin Corporation (APP) Microsoft Corp. (MSFT) Tempus AI, Inc. Class A Common Stock (TEM) Cloudflare, Inc. (NET) Uber Technologies, Inc. (UBER)

Top Social Posts #

Top posts by engagements in the last XX hours

"APPLOVIN Earnings Analysis Series: Part X - Q2 Revenue $1259M: YoY +77% QoQ +9% - Since Q1.23 quarterly CAGR +15% - Through advertising solutions business APPLOVIN is achieving high growth rates in the upper XX% range. - Q2 Net Income $772M: YoY +156% QoQ +7% - As revenue experiences rapid growth margins have been trending upward reaching XX% in Q2 - Through the divestiture of its Apps Business the company has fully pivoted to an advertising platform resulting in a dramatic improvement in its Net Income Margin - Moreover it holds a clear competitive advantage even when stacked up against"
X Link @bogusjack 2025-10-03T06:43Z 6605 followers, 6996 engagements

"@grok @21cshock Agree"
X Link @bogusjack 2025-10-13T15:21Z 6614 followers, XX engagements

"Xber J : The Company Lists of Q3 Earning Analysis(Update) 10/15 - ASML 10/16 - TSMC 10/21 - Netflix GM 10/22 - Tesla 10/23 - Intel Ford 10/27 - Microsoft Alphabet Meta 10/28 - Apple Amazon 10/30 - Cloudflare 11/3 - Palantir 11/4 - AMD Uber 11/5 - Qualcomm Lyft APPLOVIN 11/6 - Tempus AI 11/19 - NVIDIA"
X Link @bogusjack 2025-10-11T17:56Z 6618 followers, 6123 engagements

"Summary X. Tesla urges shareholders to vote YES on Proposals X X and X at the November X annual meeting. X. The 2025 CEO Performance Award is designed for Elon Musk to achieve bold market cap goals and maintain leadership for at least XXX years. X. Elon receives nothing unless Tesla meets ambitious market cap operational and adjusted EBITDA targets. X. Market cap milestones validate operational milestones and prevent manipulation. X. The award ties operational goals to market cap growth to create shareholder value. X. FSD subscriptions count toward milestones only if paid. X. The award"
X Link @bogusjack 2025-10-12T22:30Z 6618 followers, 5651 engagements

"We need to closely observe the movements of NVIDIA and Open AI in relation to each other. Both cases cannot succeed simultaneously. One of the two chains must collapse. Open AI plans to source chips from NVIDIA but it also plans to source chips from NVIDIAs competitors. Additionally while NVIDIA is a competitor to Open AI it supplies chips to customers far more powerful than Open AI. However the company supplying chips to NVIDIA is solely TSMC. Yet TSMCs revenue from HPC has already reached XX% this year. The smartphone sector accounts for XX% mostly from Apple so its not easy to further"
X Link @bogusjack 2025-10-14T02:09Z 6618 followers, XXX engagements

"HBM price down General DRAM price up Profitability benefit: Samsung Hynix"
X Link @bogusjack 2025-10-13T01:48Z 6617 followers, 1693 engagements

"Scenario: Why did NVIDIA make such a deal with Open AI Looking at NVIDIAs revenue structure last year XX% of its revenue was concentrated among four companies but in the second quarter of this year the revenue concentration among five companies surged to 75%. Most of these companies are cloud providers particularly in the Data Center sector. However the investment growth rate of the Big X cloud companies is gradually slowing down. Big X Cloud CAPEX YoY (%) : H1.24 XX% H2.24 XX% H1.25 XX% H2.25 Est +36% NVIDIA has experienced rapid growth over the past few years due to increased AI demand and"
X Link @bogusjack 2025-10-06T18:49Z 6607 followers, 4576 engagements

"I'll be providing reports on the Q3 earnings for the companies below in the same format as the ASML Q2 Earnings Recap from my previous post once they're released. Please stay tuned"
X Link @bogusjack 2025-10-13T14:23Z 6618 followers, XXX engagements

"Xber J : The Company Lists of Q3 Earning Analysis(Update) 10/15 - ASML 10/16 - TSMC 10/21 - Netflix GM 10/22 - Tesla 10/23 - Intel Ford 10/27 - Microsoft Alphabet Meta 10/28 - Apple Amazon 10/30 - Cloudflare 11/3 - Palantir HIMS 11/4 - AMD Uber 11/5 - Qualcomm Lyft APPLOVIN 11/6 - Tempus AI Jobby 11/19 - NVIDIA 12/2 - Marvel 12/23 - Red Cat Holdings Inc"
X Link @bogusjack 2025-10-12T05:40Z 6618 followers, 5992 engagements

"Viral moments just hit out of nowhere"
X Link @bogusjack 2025-10-11T23:18Z 6608 followers, 1037 engagements

"This is needed in Long Beach"
X Link @bogusjack 2025-10-13T21:38Z 6612 followers, 1005 engagements

"Xber J : The Company Lists of Q3 Earning Analysis(Update) 10/15 - ASML (Ready) 10/16 - TSMC (Ready) 10/21 - Netflix GM 10/22 - Tesla 10/23 - Intel Ford 10/27 - Microsoft Alphabet Meta 10/28 - Apple Amazon 10/30 - Cloudflare 11/3 - Palantir HIMS 11/4 - AMD Uber 11/5 - Qualcomm Lyft APPLOVIN 11/6 - Tempus AI Jobby 11/19 - NVIDIA 12/2 - Marvel 12/9 - Oracle 12/11 - Broadcom 12/23 - Red Cat Holdings Inc"
X Link @bogusjack 2025-10-14T01:54Z 6618 followers, 1741 engagements

"As I expected Q3 deployed energy showed a significant rebound from the previous quarter and this momentum seems likely to carry over into Q4. The Tesla CFO mentioned during the Q4 2024 Earnings Call that the energy business would grow by more than XX% in 2025 but to make that happen deployed energy in Q4 needs to exceed XX GWh. Looking at the current backlog (RPO Remaining Performance Obligations) trend for the Energy Megapack business both the over X year RPO and the within X year RPO are trending upward. This means orders are piling up and the key to performance lies in production not"
X Link @bogusjack 2025-10-08T14:22Z 6618 followers, 6171 engagements

"ASML : Q2 Earning Recap - Part X Net Bookings TTM net bookings have been steadily declining since the second half of 2023 with the drop particularly pronounced on the Logic side. While the recent downtrend has halted with a slight rebound net booking growth rates remain insufficient. Outlook 2025 revenue is projected at 32.5B reflecting a +15% year-over-year growth. However H2 growth is expected to be a sluggish +2% compared to H1's robust +34% raising concerns about decelerating momentum. The 2025 margin is forecasted to rise to XX% up +1% from the prior year though H2 is anticipated to dip"
X Link @bogusjack 2025-10-13T03:11Z 6618 followers, 4015 engagements

"APPLOVIN Earnings Analysis Series: Part X - Q2 Adjusted EBIT $1018M: YoY +99% QoQ +9% - Since Q1.23 quarterly CAGR +19% - Adjusted EBITDA Margin excluding items like Depreciation and Amortization is approaching 80%. - This serves as a powerful indicator of the company's strong service competitiveness as it means customers are willing to pay premium prices to access the service regardless. - Free Cash Flow $768M: YoY +70% QoQ -X% - It is on a steady upward trajectory driven by robust revenue growth and strong margins. - The decline in APPLOVIN's cash flow from Q1 to Q2 2025 is due to"
X Link @bogusjack 2025-10-03T15:24Z 6616 followers, 6969 engagements

"APPLOVIN Earnings Analysis Series: Part X Why did APPLOVIN decide to sell off its Apps business Reason 1: While the Advertising business is experiencing rapid growth the Apps business has seen ongoing declines culminating in its divestiture in Q2 Reason 2: The Apps business is structurally low-margin and its ongoing revenue decline coupled with this low profitability was one of the key reasons for the divestiture. The End"
X Link @bogusjack 2025-10-03T17:52Z 6616 followers, 6000 engagements

"So thats why Giga Shanghai is expanding"
X Link @bogusjack 2025-10-13T15:48Z 6613 followers, 3480 engagements

"Why is there no news about the expansion of Robotaxi Fleets Even though the service area has been expanded several times there has only been one mention of increasing the number of Fleets and even that was minimal. Why havent they been able to expand the number of Fleets I found the answer to that question in the Q3 production and deliveries. Q3 production was 447k and deliveries were 497k. With the Tax Credit End potentially making Q4 demand relatively weaker than Q3 why did Tesla sell off all its inventory in Q3 Is it because of confidence in the Model Y variant series Personally I believe"
X Link @bogusjack 2025-10-11T00:16Z 6606 followers, 1316 engagements

"ASML : Q2 Earning Recap - Part X Revenue Q2 revenue reached 7692M marking a XX% year-over-year increase. Since Q1 2020 the quarterly CAGR has stood at +5% reflecting steady growth. This YoY growth stems from a rise in ASP due to higher sales of premium EUV despite an overall drop in volume. YoY Gross Rate (%) While growth slowed considerably in 2024 a turnaround has been underway since Q4 of last year fueled by rising demand from AI customers and steadily increasing EUV adoption. Margin (%) Q2 Gross Margin XX% and Net Income Margin XX% primarily due to its near-monopoly in EUV lithography"
X Link @bogusjack 2025-10-13T03:10Z 6618 followers, 1943 engagements

"Figure CEO Brett"
X Link @bogusjack 2025-10-13T13:45Z 6615 followers, XX engagements

"If you were in Teslas shoes with the Annual Shareholder Meeting on 11/6 and the voting deadline for key proposals on 11/5 would you let the Earnings Call right before it set a negative tone Theyll only talk about the good stuff bright upbeat vibes. They keep it that way just speaking from experience"
X Link @bogusjack 2025-10-13T18:14Z 6617 followers, XXX engagements

"Hiro Mizuno former Tesla board member also sees Japans Ministry of Land Infrastructure Transport and Tourisms decision to allow retrofits for autonomous driving software as hugely important. Looks like well have some good FSD news from Japan soon. That could trigger a domino effect pushing Korea to open up even faster. Public opinion will catch on first forcing politicians to act one way or another and then businesses and labor groups wont be able to resist much longer because Koreans are the most open-minded about adopting advanced technology"
X Link @bogusjack 2025-10-12T14:04Z 6618 followers, 27.3K engagements

"IMO the diversification of visualization means: X. The accuracy of object recognition has improved. X. This is closely tied to an increase in parameters. X. Its related to the enhanced spatial awareness capabilities which I found most notable in V14. X. Computing efficiency has improved despite the increase in parameters. X. As a result theres more room to enhance visualization"
X Link @bogusjack 2025-10-13T15:33Z 6612 followers, 1308 engagements

"@grok @21cshock Good"
X Link @bogusjack 2025-10-13T15:19Z 6614 followers, XX engagements

"Koreans are more open to advanced technology than people from any other country and dont hesitate or shy away from using it. They crave and embrace the convenience and comfort that cutting-edge tech brings. I guarantee that when FSD is rolled out in Korea the take rate will climb faster than anywhere else just like weve seen with car sales in Korea"
X Link @bogusjack 2025-10-11T15:38Z 6608 followers, 1933 engagements

"Gross Margin : Tesla Roadster vs Model S Plaid - Roadster: ASP $200K Cost $143K Margin XX% - Model S Plaid: $110K $82K XX% The Roadster's BOM was estimated based on relevant specifications and patents incorporating the changes relative to the Model S. @seti_park"
X Link @bogusjack 2025-10-05T21:13Z 6618 followers, 7709 engagements

"@litcapital @grok is really this true"
X Link @bogusjack 2025-10-14T01:48Z 6618 followers, 2516 engagements

"Next January mass production of Cybercab begins. Then in the first half of next year robotaxis will meet the World Cup boom. At that time regulations will be relaxed all at once. Robotaxi will become the most popular tourist product"
X Link @bogusjack 2025-10-10T07:40Z 6608 followers, 28.4K engagements

"Optimus Gen X vs Figure XX If you pay close attention to the hand and finger movements you'll see that Optimus transmits force all the way through each joint and to the fingertips in a much more precise detailed and human-like way when grasping objects. Figure often gives off a tossing vibe when placing things down but Optimus keeps using its fingers right up until the very last moment even when handing something over. Plus in that final "Tron: Ares premiere" video you can really check out Optimus's movement and reaction speeds and it's seamlessly blending in with people in a public space"
X Link @bogusjack 2025-10-09T17:53Z 6618 followers, 44K engagements

"Why did Tesla release the Standard model at a price only XX% lower than the existing base model X. Hinting at Cybercab's January Launch Assuming Cybercab enters mass production in January releasing an Affordable model cheaper than the Standard model today would create a positioning conflict with Cybercab. Considering initial production Cybercab is expected to be priced around $30000$33000. X. Adopting Apple's Lineup Strategy By adding the Standard Model Tesla has tightly arranged its pricing across different trims. This allows them to capture demand in the $35000$40000 range without lowering"
X Link @bogusjack 2025-10-07T21:31Z 6618 followers, 48.8K engagements

"ASML Q3 Earning Release : 10/15 9AM EDT"
X Link @bogusjack 2025-10-13T03:23Z 6620 followers, 1098 engagements

"Xber J : The Company Lists of Q3 Earning Analysis 10/15 - ASML 10/16 - TSMC 10/21 - Netflix GM 10/22 - Tesla 10/23 - Intel Ford 10/27 - Microsoft Alphabet Meta 10/28 - Apple Amazon 10/30 - Cloudflare 11/3 - Palantir 11/5 - APPLOVIN 11/6 - Tempus AI I'm planning to release the first summary report followed by a more in-depth analysis in the second round. If there are any other companies whose earnings you'd like me to cover feel free to drop a comment. I'll do my best to add the most popular requests to the list. Q2 Earning Analysis :"
X Link @bogusjack 2025-10-11T02:35Z 6618 followers, 5426 engagements

"Revenue growth and profitability doesnt lie. It means theres a strong demand from customers with premium"
X Link @bogusjack 2025-10-12T15:43Z 6618 followers, XXX engagements

"@F28X5 @JKeynesAlpha Tempus AI profit will turn positively in Q4 for the first time. 👍"
X Link @bogusjack 2025-10-12T01:36Z 6609 followers, XX engagements