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@finflexity "$MS: Morgan Stanley reports earnings pre-market with analysts expecting $XXX in EPS on $16.7B in revenue. Its a pretty guaranteed beat since IB/Trading revenues are up across the board for banks. However one thing to look out for would be how their wealth management expansion is faring since that's a growth driver"
X Link @finflexity 2025-10-14T22:54Z XXX followers, XX engagements

"$WFC: Wells Fargo reports earnings tomorrow morning with $XXXX in expected EPS on $21.1B in revenue for the quarter. The biggest catalyst for Wells Fargo in particular is going to be Fed cuts their non-interest/interest bearing deposit ratios put them in a problematic zone"
X Link @finflexity 2025-10-13T19:09Z XXX followers, XXX engagements

"$MS / $BAC: Both Morgan Stanley and BofA delivered results far better than estimates (thanks to IB). BofA's investment banking unit delivered XX% growth across all segments. Morgan Stanley delivered its largest ever trading haul for Q3 (after achieving same last quarter). Also regained top spot from $GS"
X Link @finflexity 2025-10-15T13:12Z XXX followers, XXX engagements

"@sierracatalina1 Happened to me once but with ChatGPT in Japanese. It is true according to research that you get variety in thinking and token efficiency but that's for Chinese/Japanese (maybe it generalizes to German too)"
X Link @finflexity 2025-10-15T20:42Z XXX followers, XX engagements

"$TSM: TSMC to report earnings tomorrow with Wall St. expecting $XXXX in EPS on $32.2B in revenue. After $ASML's earnings today we pretty much know that demand will hold strong. Related research (analyst notes market trends etc) in the thread 👇"
X Link @finflexity 2025-10-15T23:21Z XXX followers, XXX engagements

"$TSM: TSMC's industry leading strong roadmap for future logic chips continues to be on track (delays unlikely) and pricing for its 2/3/5nm nodes continues to increase thanks to the demand outlook and boost from US production"
X Link @finflexity 2025-10-15T23:21Z XXX followers, XXX engagements

"$TSM / $INTC: There is no risk to TSMC from Intel most of the new passive investments will bring nothing to the table to solve a core problem - inferior tech. The likelihood of TSMC investing (and actually sharing technology) is X% imo. Expect the investing situation to be clarified on the call"
X Link @finflexity 2025-10-15T23:21Z XXX followers, XXX engagements

"$TSM: Here are some recent summaries of analyst notes on the stock before earnings from HSBC JP Morgan and BofA. (Drop a follow if it helped)"
X Link @finflexity 2025-10-15T23:21Z XXX followers, XXX engagements

"$AXP: American Express to report earnings tomorrow with analysts expecting $X in EPS on $18B revenue. Guidance for Q3 said that the consumer remains resilient (as shown in bank earnings) and net revenue growth is slated to grow at 8%. The new platinum card (while higher priced) has shown great demand. The most important metric for AmEx remains - white collar unemployment any increases and the business gets affected more than the general consumer slowdowns. Drop a like if the previews help (thanks)"
X Link @finflexity 2025-10-15T23:25Z XXX followers, XXX engagements

"$LMT: Lockheed Martin is to report earnings on Monday with analysts expecting $XXXX in EPS on $18.6B in revenue. Main points of concern for investors remain timeline for Golden Dome contracts opportunities/growth given increase in spend across NATO/Europe and of course the impact of the government shutdown on award timings & Q4. Particularly for the Golden Dome while the office continues to work at rapid speed it is bound to be delayed for a decade at least. But $NOC and LMT execs have said they're ready to deploy something if need be (before midterms). Previews for other defense primes are"
X Link @finflexity 2025-10-18T21:49Z XXX followers, XX engagements

"$NOC: Northrup Grumman reports earnings on Monday with Wall St. expecting $XXXX in EPS with $10.7B in revenue. Main points of concern for investors remain timeline for Golden Dome contracts opportunities/growth given increase in spend across NATO/Europe and of course the impact of the government shutdown on award timings & Q4. Northrup remains on a good trajectory long term thanks to Sentinel B21 and Golden Dome positioning. Previews for $RTX $LMT and other defense primes are up as well"
X Link @finflexity 2025-10-18T21:56Z XXX followers, XX engagements

"@StockMarketNerd "Everyone should buy the $OKLO as soon as it is priced perfectly for its 13Yr Forward P/E because if you buy it at 15Yr Forward P/E you're a gambler.""
X Link @finflexity 2025-10-17T21:22Z XXX followers, XXX engagements

"$TXN: We still don't see broad signs of a recovery ex-manufactured catalysts (legislation interest rate cut) and point out that Texas Instruments has the most to lose in the Analog space with a slower recovery and a capex strategy that targeted a market that may be smaller (China supply global manufacturing footprint changing) than what the company set out to supply"
X Link @finflexity 2025-10-02T17:50Z XXX followers, XX engagements

"$RTX: Raytheon is expected to report $XXXX in EPS on $21.3B in revenue for Q3 on Monday. Main points of concern for investors are timeline for the Golden Dome growth given increase in spend across NATO/Europe and the impact of the government shutdown on award timings & Q4. Raytheon has been ramping production on AMRAAM Tomahawk and Coyote to meet increasing demand (both domestically and abroad). The company also received a $50B 20Y contract from the DLA for supplying parts for Patriot systems. Previews for $LMT $NOC and other defense primes are up as well"
X Link @finflexity 2025-10-18T22:01Z XXX followers, XX engagements