@augustxbear Avatar @augustxbear august bear

august bear posts on X about stockmarket, $wday, $adbe, $nvda the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks finance technology brands automotive brands cryptocurrencies countries social networks fashion brands

Social topic influence stockmarket, $wday, $adbe, $nvda, $tsla, meta, investment, $aapl, $crm, $gme

Top assets mentioned Workday Inc (WDAY) Adobe, Inc. (ADBE) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Apple, Inc. (AAPL) Salesforce Inc (CRM) GameStop, Corp. (GME) UnitedHealth Group (UNH) Advanced Micro Devices (AMD) PayPal Holdings Inc (PYPL) Metadium (META) Netflix Inc (NFLX) Taiwan Semiconductor (TSM) Uber Technologies, Inc. (UBER) Robinhood Markets, Inc. (HOOD) Costco Hot Dog (COST) Rivian Automotive, Inc. (RIVN) Palo Alto Networks Inc (PANW) Alphabet Inc Class A (GOOGL) RAI Finance (SOFI) Trade Desk, Inc. (TTD) Amazon.com, Inc. (AMZN) Snap, Inc. (SNAP) Pinterest, Inc. (PINS) Dell Technologies, Inc. (DELL) Micron Technology, Inc. (MU) Alibaba Group (BABA) IBM (IBM) Microsoft Corp. (MSFT) BlackCoin (BLK) Intel Corporation (INTC) SoFi Technologies, Inc. Common Stock (SOFI) Costco Wholesale Corporation (COST) Accenture (ACN) BlackRock Inc (BLK) Goldman Sachs (GS) GammaSwap (GS) Elevance Health Inc (ELV) Charles Schwab Corporation (SCHW) Meta Platforms, Inc. (META) Berkshire Hathaway Inc. (BRK.A) Mobileye Global Inc. (MBLY) GlobalFoundries (GFS)

Top Social Posts

Top posts by engagements in the last [--] hours

"Workday $WDAY beat on earnings but subscription revenue came in lighter ($7.703B vs. $7.70-$7.25B expected). Stock down 8% seems excessive but let the market play out. HR & financial platforms are critical & sticky with a growing TAM"
X Link 2024-11-26T21:31Z [--] followers, [--] engagements

"@acce @PayPal Solid quarter but still very pedestrian numbers. PayPal needs a real moat and it has to be more than just handling transactions. The pieces are there and its in a better spot than its peers but it needs to see it - leadership is there. Would love to help"
X Link 2025-02-04T13:20Z [--] followers, [---] engagements

"@George_Dubs_ Check margins of Ayden Visa Fiserv or other software companies please"
X Link 2025-02-04T23:53Z [--] followers, [---] engagements

"Dell Technologies $DELL FY25 Q4 earnings recap 🟑 . check out the blog for additional commentary . #investing #stockmarket #finance #stockresearch"
X Link 2025-03-02T21:24Z [--] followers, [--] engagements

"Looking at the week of Mar [--] - Mar [--] tracking macroeconomic events and stocks . . . #investing #investments #stockmarket $adbe $nvda $mu $tsm"
X Link 2025-03-02T21:29Z [--] followers, [---] engagements

"Looking at the week of Mar [--] - Mar [--] tracking macroeconomic events and stocks . . . #investing #investments #stockmarket $amd $cost $tsm $ttd"
X Link 2025-03-09T21:00Z [--] followers, [---] engagements

"Looking at the week of Mar [--] - Mar [--] tracking macroeconomic events and stocks. . . . #investing #investments #stockmarket $ADBE $AMZN $MSFT $PYPL"
X Link 2025-03-17T01:55Z [--] followers, [---] engagements

"Looking at the week of Apr [--] - May [--] tracking macroeconomic events and stocks. . . . #investing #investments #stockmarket $AAPL $COST $META $TSLA"
X Link 2025-04-28T00:33Z [--] followers, [--] engagements

"Advanced Micro Devices $AMD FY25 Q1 earnings recap πŸ”΅ https://augustxbear.com/2025/05/06/earnings-advanced-micro-devices-fy25-q1 https://augustxbear.com/2025/05/06/earnings-advanced-micro-devices-fy25-q1"
X Link 2025-05-07T12:16Z [--] followers, [--] engagements

"Advanced Micro Devices $AMD FY25 Q1 earnings recap πŸ”΅ https://augustxbear.com/2025/05/06/earnings-advanced-micro-devices-fy25-q1/ https://augustxbear.com/2025/05/06/earnings-advanced-micro-devices-fy25-q1/"
X Link 2025-05-07T12:17Z [--] followers, [--] engagements

"Rivian $RIVN FY25 Q1 earnings recap πŸ”΅ https://augustxbear.com/2025/05/07/earnings-rivian-automotive-fy25-q1 https://augustxbear.com/2025/05/07/earnings-rivian-automotive-fy25-q1"
X Link 2025-05-07T13:19Z [--] followers, [---] engagements

"Uber Technologies $UBER FY25 Q1 earnings recap πŸ”΅ https://augustxbear.com/2025/05/07/earnings-uber-technologies-fy25-q1/ https://augustxbear.com/2025/05/07/earnings-uber-technologies-fy25-q1/"
X Link 2025-05-07T19:48Z [--] followers, [--] engagements

"The Trade Desk $TTD FY25 Q1 earnings recap πŸ”΅ Revenue: $616M vs $575M (expected) βœ… EPS: $0.33 vs $0.25 (expected) βœ… https://augustxbear.com/2025/05/08/earnings-the-trade-desk-fy25-q1/ https://augustxbear.com/2025/05/08/earnings-the-trade-desk-fy25-q1/"
X Link 2025-05-08T23:04Z [--] followers, [---] engagements

"Quick look at Uber Technologies $UBER https://augustxbear.com/2025/05/09/equity-quickie-uber-technologies https://augustxbear.com/2025/05/09/equity-quickie-uber-technologies"
X Link 2025-05-09T18:16Z [--] followers, [--] engagements

"Looking at the week of May [--] - May [--] tracking macroeconomic events and stocks #investing #investments #stockmarket $ADBE $AMD $COST $MU"
X Link 2025-05-11T22:17Z [--] followers, [--] engagements

"Quickie on Costco Wholesale $COST #investing #StockMarket #FinancialFreedom https://augustxbear.com/2025/05/14/equity-quickie-costco-wholesale/ https://augustxbear.com/2025/05/14/equity-quickie-costco-wholesale/"
X Link 2025-05-14T23:06Z [--] followers, [--] engagements

"Quickie on Adobe Inc $ADBE #investing #StockMarket #FinancialFreedom https://augustxbear.com/2025/05/16/equity-quickie-adobe-inc https://augustxbear.com/2025/05/16/equity-quickie-adobe-inc"
X Link 2025-05-16T23:36Z [--] followers, [--] engagements

"Looking at the week of May [--] - May [--] $META $NVDA $PYPL #investing #stockmarket"
X Link 2025-05-18T21:38Z [--] followers, [--] engagements

"This may not be correct by MT Newswires.pretty wild if RBC has a price target of $112 on $RIVN"
X Link 2025-05-19T16:25Z [--] followers, [--] engagements

"Palo Alto Networks $PANW FY25 Q3 earnings recap 🟒 Revenue: $2.29B vs $2.28B (expected) βœ… EPS: $0.80 vs $0.77 (expected) βœ… #investing #stockmarket #FinancialFreedom https://augustxbear.com/2025/05/20/earnings-palo-alto-networks-fy25-q3 https://augustxbear.com/2025/05/20/earnings-palo-alto-networks-fy25-q3"
X Link 2025-05-21T01:18Z [--] followers, [---] engagements

"Baidu Inc $BIDU FY25 Q1 earnings recap πŸ”΅ Revenue: $4.47B vs $4.3B (expected) βœ… EPS: $2.55 vs $1.96 (expected) βœ… #investing #stockmarket #FinancialFreedom https://augustxbear.com/2025/05/21/earnings-baidu-fy25-q1 https://augustxbear.com/2025/05/21/earnings-baidu-fy25-q1"
X Link 2025-05-21T16:04Z [--] followers, [---] engagements

"Quickie on $SNAP #investing #StockMarket #FinancialFreedom https://augustxbear.com/2025/05/21/equity-quickie-snap-inc https://augustxbear.com/2025/05/21/equity-quickie-snap-inc"
X Link 2025-05-22T01:14Z [--] followers, [--] engagements

"Workday Inc $WDAY FY26 Q1 earnings recap πŸ”΅ Revenue: $2.24B vs $2.22B (expected) βœ… EPS: $2.23 vs $2.01 (expected) βœ… #investing #StockMarket #FinancialFreedom https://augustxbear.com/2025/05/22/earnings-workday-fy26-q1 https://augustxbear.com/2025/05/22/earnings-workday-fy26-q1"
X Link 2025-05-23T00:11Z [--] followers, [--] engagements

"Looking at the week of May [--] - May [--] πŸ‘€ $GOOG $META $SNAP $TSLA #investing #stockmarket https://augustxbear.com/2025/05/25/the-week-ahead-week-of-5-26-5-30 https://augustxbear.com/2025/05/25/the-week-ahead-week-of-5-26-5-30"
X Link 2025-05-25T22:31Z [--] followers, [--] engagements

"@StockMarketNerd Do you know how Waymo is doing with the other vehicles It should be about 30k savings for the Zeekr and Hyundai versions unless they require more upgrades. $UBER may be a good play here too"
X Link 2025-05-28T00:53Z [--] followers, [---] engagements

"@dirtygreenpaper They need to survive. Li Auto Xpeng and Nio popped up around the same time only one is struggling to reach breakeven/profitability. Xiaomi is going to outsell them and they just started last year. The CCP will only support them for so long"
X Link 2025-05-28T00:59Z [--] followers, [--] engagements

"Quickie on Netflix $NFLX #investing #StockMarket #FinancialFreedom https://augustxbear.com/2025/05/28/equity-quickie-netflix-inc https://augustxbear.com/2025/05/28/equity-quickie-netflix-inc"
X Link 2025-05-28T22:46Z [--] followers, [--] engagements

"Salesforce Inc $CRM FY26 Q1 earnings recap πŸ”΅ Revenue: $9.83B vs $9.75B (expected) βœ… EPS: $2.58 vs $2.55 (expected) βœ… #investing #stockmarket #financialfreedom https://augustxbear.com/2025/05/29/earnings-salesforce-fy26-q1 https://augustxbear.com/2025/05/29/earnings-salesforce-fy26-q1"
X Link 2025-05-29T12:21Z [--] followers, [--] engagements

"Dell Technologies $DELL FY26 Q1 earnings recap 🟑 Revenue: $23.83B vs $23.19B (expected) βœ… EPS: $1.55 vs $1.69 (expected) ❌ #investing #stockmarket #financialfreedom https://augustxbear.com/2025/05/29/earnings-dell-technologies-fy26-q1 https://augustxbear.com/2025/05/29/earnings-dell-technologies-fy26-q1"
X Link 2025-05-30T01:09Z [--] followers, [--] engagements

"Costco Wholesale Corp $COST FY25 Q3 earnings recap πŸ”΅ Revenue: $63.21B vs $63.1B (expected) βœ… EPS: $4.28 vs $4.23 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/05/30/earnings-costco-wholesale-corp-fy25-q3 https://augustxbear.com/2025/05/30/earnings-costco-wholesale-corp-fy25-q3"
X Link 2025-05-30T11:15Z [--] followers, [--] engagements

"@jimcramer Dell has an uncomfortable amount of debt and execution has less than stellar. While the AI products have been great the rest of its business looks sluggish. CEO is not visible enough gives the impression they are leaderless"
X Link 2025-05-30T12:49Z [--] followers, [--] engagements

"@Kross_Roads Beware of CEOs that don't attend their own earnings call"
X Link 2025-05-30T12:56Z [--] followers, [---] engagements

"@Kross_Roads $DELL"
X Link 2025-05-31T12:54Z [--] followers, [--] engagements

"Looking at the week of Jun [--] - Jun [--] πŸ‘€ $AAPL $GOOG $META $NVDA #investing #StockMarket #FinancialFreedom https://augustxbear.com/2025/06/01/the-week-ahead-week-of-6-2-6-6 https://augustxbear.com/2025/06/01/the-week-ahead-week-of-6-2-6-6"
X Link 2025-06-01T22:03Z [--] followers, [--] engagements

"@Lakeviewfam01 Both are solid bets but $HOOD seems more attractive as it focuses on excelling in trading. $SOFI does unsecured loans really well including securitization. They also brought in great new products but their trading platform has much to be desired. Tech platform has been a dud"
X Link 2025-06-02T12:32Z [--] followers, [---] engagements

"The price movement on $APP and $HOOD right now is laughable but also scary. No official news on inclusion has been released. The S&P site is also getting hammered by retail. This is now gambling not investing nothing wrong with it but don't try to pretend its investing"
X Link 2025-06-06T22:40Z [--] followers, [----] engagements

"@StockSavvyShay Starting to get PTSD Meta AI has not impressed thus far. No information about the experience on the ad side but the publicly facing chatbot based on Llama is very pedestrian"
X Link 2025-06-08T12:43Z [--] followers, [---] engagements

"Looking at the week of Jun [--] - Jun [--] πŸ‘€ $CRM $NVDA $TSM $WDAY #investing #StockMarket #FinancialFreedom https://augustxbear.com/2025/06/08/the-week-ahead-week-of-6-9-6-13 https://augustxbear.com/2025/06/08/the-week-ahead-week-of-6-9-6-13"
X Link 2025-06-08T20:03Z [--] followers, [---] engagements

"@Remzztrades @HardKreiger The Gold card gives you points to redeem for cash you need a brokerage account as that is the only place they will deposit. Its a smart move as some may just keep it in there rather than transfer it out"
X Link 2025-06-09T02:13Z [--] followers, [---] engagements

"@HardKreiger @Remzztrades You can just open a brokerage account no minimum. You need it to redeem the points collected from the Gold card into cash as that is the only place they will deposit it. You can transfer if out after that or keep it in there with Gold you get 4% APR (today) on cash in there"
X Link 2025-06-09T02:16Z [--] followers, [--] engagements

"@NIOSwitzerland Why are their sales so anemic If they are such a great product with so much value why aren't customers buying them of their subbrands Something does not add up"
X Link 2025-06-09T16:26Z [--] followers, [---] engagements

"@Nyjmitch757 @DataDInvesting We have not been in a real recessionary market it has not been tested. It is trading at a premium right now PE or PEG are high. Look its solid and promising with a great management team but just tired of the constant pumping. There are real risks"
X Link 2025-06-12T13:42Z [--] followers, [--] engagements

"$PYPL shareholders.much respect nothing but pain every time things seem to be turning around"
X Link 2025-06-13T16:59Z [--] followers, [---] engagements

"Adobe Inc $ADBE FY25 Q2 earnings recap πŸ”΅ Revenue: $5.87B vs $5.8B (expected) βœ… EPS: $5.06 vs $4.97 (expected) βœ… #investing #StockMarket #FinancialFreedom https://augustxbear.com/2025/06/13/earnings-adobe-inc-fy25-q2 https://augustxbear.com/2025/06/13/earnings-adobe-inc-fy25-q2"
X Link 2025-06-15T01:03Z [--] followers, [--] engagements

"@The_AI_Investor Both Amazon and Google are also designing and building their custom ASICs to offer cloud customers"
X Link 2025-06-15T12:10Z [--] followers, [---] engagements

"Looking at the week of Jun [--] - Jun [--] πŸ‘€ $BIDU $NVDA $TSLA $WDAY #investing #StockMarket #financialFreedom https://augustxbear.com/2025/06/15/the-week-ahead-week-of-6-16-6-20 https://augustxbear.com/2025/06/15/the-week-ahead-week-of-6-16-6-20"
X Link 2025-06-15T21:54Z [--] followers, [--] engagements

"@DaHighestLife @CollinRugg Most people aren't senators with access to classified intel or part of the decision making process that could put the US into a war that potentially destabilizes a historically volatile zone. Its important to understand the potential fallout & impact like its population"
X Link 2025-06-18T03:11Z [--] followers, [--] engagements

"Quickie on Taiwan Semiconductor Manufacturing Company (TSMC) $TSM #investing #StockMarket #financialFreedom https://augustxbear.com/2025/06/18/equity-quickie-taiwan-semiconductor https://augustxbear.com/2025/06/18/equity-quickie-taiwan-semiconductor"
X Link 2025-06-18T14:08Z [--] followers, [--] engagements

"GameStop Corp $GME FY25 Q1 earnings recap πŸ”΅ Revenue: $732.4M vs $754.23M (expected) ❌ EPS: $0.17 vs $0.04 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/06/19/earnings-gamestop-corp-fy25-q1 https://augustxbear.com/2025/06/19/earnings-gamestop-corp-fy25-q1"
X Link 2025-06-20T12:45Z [--] followers, [--] engagements

"@no_cap_cap @qcapital2020 Its not a terrible company but it has been endlessly pumped by Fintwit. Their product is real and aspirational but it remains to be seen if they can actually deliver on those promises. Plus customers may abandon when they actually need to use services"
X Link 2025-06-20T13:30Z [--] followers, [--] engagements

"@BollwerkAI This is positive development as they often operated as competing entities within the organization. But reorgs at Accenture happen almost annually so difficult to get results"
X Link 2025-06-20T13:34Z [--] followers, [--] engagements

"@MultiMismanaged The reaction is a bit overdone. The mid to high single digit revenue growth is in line for a dividend paying stock. New bookings is a concern but it may be temporary due to the recent public DOGE efforts which may pass. IT outsourcing is not going away"
X Link 2025-06-20T13:48Z [--] followers, [---] engagements

"@MultiMismanaged Still waiting for the call replay/transcript but the assumption is that this was primarily due to DOGE related cuts - could be wrong. For the full year they are growing revenue 6-7% in line with prior expectations and 1-5% in Q4 not great but expect no"
X Link 2025-06-20T13:59Z [--] followers, [--] engagements

"@StockSavvyShay Are they also selling insurance"
X Link 2025-06-20T14:46Z [--] followers, [--] engagements

"Accenture $ACN FY25 Q3 earnings recap πŸ”΅ Revenue: $17.7B vs $17.3B (expected) βœ… EPS: $3.49 vs $3.32 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/06/20/earnings-accenture-fy25-q3 https://augustxbear.com/2025/06/20/earnings-accenture-fy25-q3"
X Link 2025-06-20T17:54Z [--] followers, [--] engagements

"Trump confirms US involvement in attacks on Iranian site and then calls for peace. America is in trouble with Trump leading. Markets hate uncertainty and Trump thrives in chaos - tariffs ICE threatening Fed Chair and now war. It may be time to get out of equities"
X Link 2025-06-22T00:24Z [--] followers, [--] engagements

"@StockSavvyShay Why $TTD It seems like they are losing to the walled gardens and DSP's like Amazon and Google who also have deeper first party data and inventory (which could be a negative)"
X Link 2025-06-22T11:52Z [--] followers, [---] engagements

"@8bitsteveo SoFi has done a solid job with underwriting and securitization Robinhood is just getting a referral fee - they are not a bank. There is room for both to excel in their respective areas not sure why so many people think its a H2H competition for these two"
X Link 2025-06-22T12:03Z [--] followers, [--] engagements

"@samsolid57 @fiscal_ai 4% on unallocated or idle cash in brokerage is offered by others (Webull Interactive Brokers Public and even mutual fund giants like Fidelity and Vanguard) and can be replicated its not that special. Their Gold program does produce value and the move into gaming is unique"
X Link 2025-06-22T12:21Z [--] followers, [---] engagements

"@StockMarketNerd Launch will go fine its a very limited number of vehicles and hand selected individuals. Its a soft launch and proves little about its capabilities"
X Link 2025-06-22T17:27Z [--] followers, [---] engagements

"@DirtyTesLa Trolling showing people what real robotaxi looks and feels like.🀣"
X Link 2025-06-22T17:39Z [--] followers, [--] engagements

"Looking at the week of Jun [--] - Jun [--] πŸ‘€ $NFLX $UBER $UNH $WDAY #investing #stockmarket #financialfreedom https://augustxbear.com/2025/06/22/the-week-ahead-week-of-6-23-6-27 https://augustxbear.com/2025/06/22/the-week-ahead-week-of-6-23-6-27"
X Link 2025-06-22T20:28Z [--] followers, [---] engagements

"@hamids Musk said it was ready for the past few years and did not believe in the geofenced strategy. That gave the impression that it would be an immediate wide release-that was why it wasnt out there like everyone else. Anyway its good to see progress but huge questions remain"
X Link 2025-06-23T00:35Z [--] followers, [--] engagements

"@hamids Everything has pros and cons Waymo has a cost issue with Lidar and need for 3D mapping but its already doing 250k rides per week with a solid record. Reserving judgement on Tesla as they have yet to begin"
X Link 2025-06-23T01:18Z [--] followers, [--] engagements

"@Kross_Roads The partnership helped both Novo Nordisk got a distribution channel with people that wanted their drug and Hims got to retain some revenue as they had to wind down the selling of the compounded version"
X Link 2025-06-23T13:02Z [--] followers, [---] engagements

"Interesting trading day markets are green despite what appears to be major escalations in the Middle East. Oil prices fall despite trouble in the Strait of Hormuz. Its almost like the big players know all of this is performative and simply ignoring"
X Link 2025-06-23T20:52Z [--] followers, [--] engagements

"@AbhinavUppal_ @SixSigmaCapital Its more than an allegation its real revenue loss as they will no longer have access to Wegovy for customers. Lawsuits may be coming if they continue to trade accusations it would be best for all to end it here and move on"
X Link 2025-06-23T21:00Z [--] followers, [--] engagements

"@StockSavvyShay @AndrewDudum But the current issue isn't necessarily with 503b facilities its the use of compounded drugs when an FDA approved version is readily available"
X Link 2025-06-23T21:09Z [--] followers, [---] engagements

"@thekriskay @ecommerceshares They have other business lines that arent doing that well Storage and Mobile have lagged. HBM has been sold out for the year so limited upside until more production capacity is created focus is margin expansion which is expected. But yes should not have been that low"
X Link 2025-06-24T19:41Z [--] followers, [--] engagements

"Micron Technology $MU FY25 Q3 earnings recap 🟒 Revenue: $9.3B vs $8.86B (expected) βœ… EPS: $1.91 vs $1.60 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/06/25/earnings-micron-fy25-q3 https://augustxbear.com/2025/06/25/earnings-micron-fy25-q3"
X Link 2025-06-25T22:01Z [--] followers, [---] engagements

"@Tri_utpal @MorgenHatton This is a big issue with $GME they dont share their plans - no earnings call no Q&A. That will keep money out as many need to document and justify their positions. They're do seem to be focusing on Collectibles and $BTC"
X Link 2025-06-26T13:00Z [--] followers, [--] engagements

"@just_so_over_it @aki_cheta @SnackBioTech @MorgenHatton That guy is very emotional. He shot off his reply and then ran/blocked. Revenues are declining and they're are selling off Canada and Europe. Who cares if they're profitable if they are doing a live liquidation of the business"
X Link 2025-06-26T13:41Z [--] followers, [--] engagements

"Quickie on The Trade Desk $TTD #investing #StockMarket #FinancialFreedom https://augustxbear.com/2025/06/25/equity-quickie-the-trade-desk https://augustxbear.com/2025/06/25/equity-quickie-the-trade-desk"
X Link 2025-06-26T15:27Z [--] followers, [--] engagements

"Looking at the week of Jun [--] - Jul [--] πŸ‘€ $AAPL $ACN $BIDU $BRK #investing #stockmarket #financialfreedom https://augustxbear.com/2025/06/29/the-week-ahead-week-of-6-30-7-3 https://augustxbear.com/2025/06/29/the-week-ahead-week-of-6-30-7-3"
X Link 2025-06-29T21:42Z [--] followers, [--] engagements

"@fiscal_ai This was back when IDFA threatened their primary source of revenue TikTok was killing it and Mark was going all in on Reality Labs which was burning billions per quarter. His comically basic metaverse selfie also destroyed any confidence in the initiative"
X Link 2025-06-29T21:53Z [--] followers, [--] engagements

"@MorgenHatton Not sure what you are trying to say this is pure hopium. A company that holds cash and bitcoin is the bull case Why not own some $MSTR or Bitcoin ETF (who don't have to worry about a struggling retail business) along with cash in high yield savings themselves"
X Link 2025-06-29T22:16Z [--] followers, [---] engagements

"@NIOStrategy Expansion is not what NIO needs. Breaking into new markets only to do low volumes that can't justify the costs to operate (NIO Houses and service centers) is pointless. They need to figure out profitability in existing markets"
X Link 2025-06-30T10:53Z [--] followers, [---] engagements

"Quickie on Palo Alto Networks $PANW #investing #StockMarket #FinancialFreedom https://augustxbear.com/2025/07/02/equity-quickie-palo-alto-networks https://augustxbear.com/2025/07/02/equity-quickie-palo-alto-networks"
X Link 2025-07-02T13:06Z [--] followers, [--] engagements

"@NIOStrategy The government has been supporting them beyond favorable loans. Likely "encouraging" others to partner with them on battery swap but China has been setting up others (eg CATL). That means NIO is running out of lives to turn it around"
X Link 2025-07-03T11:32Z [--] followers, [--] engagements

"@ShaunTrades_ $NIO is headed in the complete opposite direction and has a brand issue. As its primarily sold in China its hard to understand why people chose not to buy it despite what seems like a solid product. $SOFI has had a run so some profit talking isn't a bad move"
X Link 2025-07-09T17:47Z [--] followers, [--] engagements

"@Jas0nYu It seems they have an issue with demand across its product lines (NIO Onvo Firefly) any speculation as to why Chinese aren't buying this brand What is missing that other China EVs have"
X Link 2025-07-09T17:50Z [--] followers, [---] engagements

"@Jas0nYu Thx it explains NIO but not the others. Xiaomi was able to ramp quickly and was delivering over 10k per month after [--] months. Onvo is less expensive launched in Sep/Oct and looking better but stalled at 6.5k. Why is Firefly constrained NIO is not new to this and needs volume"
X Link 2025-07-09T20:45Z [--] followers, [--] engagements

"@thexcapitalist The raw data may favor AMD but customers are interested in final output which includes the use of CUDA/ROCm - in this case the NVIDIA solution performs better. This isnt a winner take all environment and an expanding market so plenty of revenue growth for both"
X Link 2025-07-13T14:57Z [--] followers, [--] engagements

"Looking at the week of Jul [--] - Jul [--] πŸ‘€ $AAPL $BIDU $TTD $UNH #investing #investments #stockmarket https://augustxbear.com/2025/07/13/the-week-ahead-week-of-7-14-7-18 https://augustxbear.com/2025/07/13/the-week-ahead-week-of-7-14-7-18"
X Link 2025-07-13T22:10Z [--] followers, [---] engagements

"@gibby_joe52901 The concern with $UNH isn't poor modeling as it seems to be impacting all of them. The bigger concern is the DOJ investigation but short term noise can take it down. It can always go lower.unless its $0"
X Link 2025-07-16T20:34Z [--] followers, [---] engagements

"BlackRock Inc $BLK FY25 Q2 earnings recap πŸ”΅ Revenue: $5.42B vs $5.41B (expected) βœ… EPS: $12.05 vs $10.67 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/16/earnings-blackrock-fy25-q2 https://augustxbear.com/2025/07/16/earnings-blackrock-fy25-q2"
X Link 2025-07-16T20:39Z [--] followers, [--] engagements

"Goldman Sachs $GS FY25 Q2 earnings recap πŸ”΅ Revenue: $14.58B vs $13.52B (expected) βœ… EPS: $10.91 vs $9.58 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/17/earnings-goldman-sachs-fy25-q2 https://augustxbear.com/2025/07/17/earnings-goldman-sachs-fy25-q2"
X Link 2025-07-17T12:03Z [--] followers, [--] engagements

"@RensingTrades The outcome of the DOJ investigation will make or break this. Initial reports are concerning. The higher than expected costs is across the industry so nothing to do with their modeling (which is "good news")"
X Link 2025-07-17T13:28Z [--] followers, [--] engagements

"$UNH got hammered today with $ELV Elevance Health cutting guidance due to unexpected ACA & Medicaid costs. This was a known for UnitedHealth as they reported it in Q1 and now its clear its not their pricing models but the entire industry. It will likely bounce back"
X Link 2025-07-17T14:26Z [--] followers, [---] engagements

"Taiwan Semiconductor Manufacturing Corp $TSM FY25 Q2 earnings recap 🟒 Revenue: $30.07B vs $30.05B (expected) βœ… EPS: $2.47 vs $2.37 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/18/earnings-taiwan-semiconductor-manufacturing-corp-fy25-q2 https://augustxbear.com/2025/07/18/earnings-taiwan-semiconductor-manufacturing-corp-fy25-q2"
X Link 2025-07-18T14:05Z [--] followers, [--] engagements

"Looking at the week of Jul [--] - Jul [--] πŸ‘€ $ADBE $BABA $BIDU $GME #investing #investments #stockmarket https://augustxbear.com/2025/07/20/the-week-ahead-week-of-7-21-7-25/ https://augustxbear.com/2025/07/20/the-week-ahead-week-of-7-21-7-25/"
X Link 2025-07-20T23:26Z [--] followers, [---] engagements

"Charles Schwab Corporation $SCHW FY25 Q2 earnings recap πŸ”΅ Revenue: $5.85B vs $5.67B (expected) βœ… EPS: $1.14 vs $1.08 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/19/earnings-charles-schwab-fy25-q2/ https://augustxbear.com/2025/07/19/earnings-charles-schwab-fy25-q2/"
X Link 2025-07-21T12:51Z [--] followers, [--] engagements

"Interesting open this morning massive sell off in recent winners $META $NVDA $AMD $SOFI $HOOD and rotation into names that struggled. May be worth looking into cash secure puts or accumulating"
X Link 2025-07-22T14:04Z [--] followers, [---] engagements

"Tesla Inc $TSLA FY25 Q2 earnings recap 🟑 Revenue: $22.5B vs $22.25B (expected) βœ… EPS: $0.40 vs $0.40 (expected) βž– #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/23/earnings-tesla-fy25-q2 https://augustxbear.com/2025/07/23/earnings-tesla-fy25-q2"
X Link 2025-07-24T02:20Z [--] followers, [---] engagements

"Alphabet Inc $GOOG FY25 Q2 earnings recap 🟒 Revenue: $96.43B vs $93.94B (expected) βœ… EPS: $2.31 vs $2.16 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/24/earnings-alphabet-fy25-q2 https://augustxbear.com/2025/07/24/earnings-alphabet-fy25-q2"
X Link 2025-07-24T11:14Z [--] followers, [--] engagements

"Intel Corporation $INTC FY25 Q2 earnings recap 🟑 Revenue: $12.86B vs $11.97B (expected) βœ… EPS: -$0.10 vs $0.01 (expected) ❌ #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/25/earnings-intel-fy25-q2 https://augustxbear.com/2025/07/25/earnings-intel-fy25-q2"
X Link 2025-07-25T12:00Z [--] followers, [---] engagements

"Looking at the week of Jul [--] - Aug [--] πŸ‘€ $BIDU $GME $GOOG $WDAY https://augustxbear.com/2025/07/27/the-week-ahead-week-of-7-28-8-1 https://augustxbear.com/2025/07/27/the-week-ahead-week-of-7-28-8-1"
X Link 2025-07-28T11:51Z [--] followers, [---] engagements

"@MorgenHatton This is pure fantasy as are the stories you tell every week about $GME. That isn't to say it has no future or making a hard pivot but what you laid out here is not based on facts"
X Link 2025-07-28T11:58Z [--] followers, [--] engagements

"@k24378814 @Kross_Roads Sequential margin contraction continuing decline in FCF same with payment transactions low single digit user growth etc. The 7-9% drop seems excessive likely fueled by investor frustration over yet another quarter without seeing validation of an inflection point"
X Link 2025-07-29T13:54Z [--] followers, [--] engagements

"PayPal Holdings $PYPL FY25 Q2 earnings recap πŸ”΅ Revenue: $8.29B vs $8.08B (expected) βœ… EPS: $1.40 vs $1.30 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/29/earnings-paypal-holdings-fy25-q2 https://augustxbear.com/2025/07/29/earnings-paypal-holdings-fy25-q2"
X Link 2025-07-29T19:08Z [--] followers, [--] engagements

"@Spike_1567 @trader_two @StockMarketNerd If this was the last of the unprofitable contracts and they have been eliminating them margins should be ticking up. Yes volume would be declining as would revenue but not margins. And the focus on margins alone is concerning. That data is valuable"
X Link 2025-07-30T01:01Z [--] followers, [--] engagements

"SoFi Technologies $SOFI FY25 Q2 earnings recap 🟒 Revenue: $854.9M vs $804.2M (expected) βœ… EPS: $0.08 vs $0.06 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/30/earnings-sofi-technologies-fy25-q2/ https://augustxbear.com/2025/07/30/earnings-sofi-technologies-fy25-q2/"
X Link 2025-07-30T13:31Z [--] followers, [---] engagements

"Meta Platforms $META FY25 Q2 earnings recap 🟒 Revenue: $47.52B vs $44.81B (expected) βœ… EPS: $7.14 vs $5.88 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/31/earnings-meta-platforms-fy25-q2 https://augustxbear.com/2025/07/31/earnings-meta-platforms-fy25-q2"
X Link 2025-07-31T14:54Z [--] followers, [--] engagements

"Apple Inc $AAPL FY25 Q3 earnings recap πŸ”΅ Revenue: $94.04B vs $89.37B (expected) βœ… EPS: $1.57 vs $1.43 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/01/earnings-apple-inc-fy25-q3/ https://augustxbear.com/2025/08/01/earnings-apple-inc-fy25-q3/"
X Link 2025-08-01T17:50Z [--] followers, [--] engagements

"Looking at the week of Aug [--] - Aug [--] πŸ‘€ $AAPL $GME $INTC $TSLA #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/03/the-week-ahead-week-of-8-4-8-8 https://augustxbear.com/2025/08/03/the-week-ahead-week-of-8-4-8-8"
X Link 2025-08-03T22:06Z [--] followers, [---] engagements

"Advanced Micro Devices $AMD FY25 Q2 earnings recap πŸ”΅ Revenue: $7.69B vs $7.41B (expected) βœ… EPS: $0.48 vs $0.48 (expected) βž– #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/08/06/earnings-advanced-micro-devices-fy25-q2 https://www.augustxbear.com/2025/08/06/earnings-advanced-micro-devices-fy25-q2"
X Link 2025-08-07T11:46Z [--] followers, [--] engagements

"Uber Technologies $UBER FY25 Q2 earnings recap πŸ”΅ Revenue: $12.65B vs $12.47B (expected) βœ… EPS: $0.63 vs $0.63 (expected) βž– #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/08/07/earnings-uber-technologies-fy25-q2 https://www.augustxbear.com/2025/08/07/earnings-uber-technologies-fy25-q2"
X Link 2025-08-07T18:12Z [--] followers, [--] engagements

"@FahimEln @NIOGlobal While it is great news that there is demand there it should be very concerning that an auto manufacturer with 10+ years of experience and whose path to profitability is volume can't ramp to meet that demand. They should have been planning for this moment"
X Link 2025-08-08T13:14Z [--] followers, [--] engagements

"Looking at the week of Aug [--] - Aug [--] πŸ‘€ $BABA $CRM $TSLA $UNH #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/08/10/the-week-ahead-week-of-8-11-8-15 https://www.augustxbear.com/2025/08/10/the-week-ahead-week-of-8-11-8-15"
X Link 2025-08-10T21:05Z [--] followers, [---] engagements

"@BasedStatistic @YellowCatCap Makes sense it sounds like you may not be their target audience. Much like Salesforce isn't the best solution for every company but it can be vital and beneficial to organizations of certain size maturity etc"
X Link 2025-08-11T18:50Z [--] followers, [---] engagements

"Rough few weeks for SaaS names $CRM and $WDAY. They are data hogs and on the front lines of the AI revolution - offering quick wins on their investments. What is the bear case everyone is buying into Adding to position until a solid case is made"
X Link 2025-08-12T13:55Z [--] followers, [---] engagements

"Wait.the US government may take a stake in Intel $INTC China is either laughing right now or about to sue Trump for stealing their socialist market economy idea"
X Link 2025-08-14T20:04Z [--] followers, [--] engagements

"Warren Buffett and Berkshire Hathaway $BRK opened a $1.5 billion position in UnitedHealth Group $UNH according to 13F released today. This should provide confidence to investors as he does his homework and risk adverse. He does have losers too"
X Link 2025-08-14T20:40Z [--] followers, [---] engagements

"Everyone jumping into $UNH should understand that the 13F are positions as of June. This is before earnings. All of these portfolios including Berkshire Hathaway and Warren Buffett may have exited or using this retail fueled pop as an exit"
X Link 2025-08-15T13:50Z [--] followers, [---] engagements

"Looking at the week of Aug [--] - Aug [--] πŸ‘€ $ADBE $CRM $IBM $TSLA #investing #investments #stockmarket https://www.augustxbear.com/2025/08/17/the-week-ahead-week-of-8-18-8-22/ https://www.augustxbear.com/2025/08/17/the-week-ahead-week-of-8-18-8-22/"
X Link 2025-08-17T21:02Z [--] followers, [--] engagements

"Baidu Inc $BIDU FY25 Q2 earnings recap 🟑 Revenue: $4.57B vs $4.6B (expected) ❌ EPS: $1.90 vs $1.32 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/21/earnings-baidu-fy25-q2/ https://augustxbear.com/2025/08/21/earnings-baidu-fy25-q2/"
X Link 2025-08-22T01:44Z [--] followers, [--] engagements

"Workday Inc $WDAY FY26 Q2 earnings recap πŸ”΅ Revenue: $2.35B vs $2.34B (expected) βœ… EPS: $2.21 vs $2.12 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/22/earnings-workday-fy26-q2/ https://augustxbear.com/2025/08/22/earnings-workday-fy26-q2/"
X Link 2025-08-22T11:24Z [--] followers, [--] engagements

"Looking at the week of Aug [--] - Aug [--] πŸ‘€ $ADBE $CRM $PANW $TSLA #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/24/the-week-ahead-week-of-8-25-8-29/ https://augustxbear.com/2025/08/24/the-week-ahead-week-of-8-25-8-29/"
X Link 2025-08-25T02:32Z [--] followers, [---] engagements

"Looking at the week of Sep [--] - Sep [--] πŸ‘€ $ADBE $IBM $UNH $WDAY #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/31/the-week-ahead-week-of-9-1-9-5/ https://augustxbear.com/2025/08/31/the-week-ahead-week-of-9-1-9-5/"
X Link 2025-09-01T02:46Z [--] followers, [---] engagements

"NVIDIA $NVDA FY26 Q2 earnings recap 🟒 Revenue: $46.74B vs $46.14B (expected) βœ… EPS: $1.04 vs $0.98 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/29/earnings-nvidia-fy26-q2/ https://augustxbear.com/2025/08/29/earnings-nvidia-fy26-q2/"
X Link 2025-09-01T16:46Z [--] followers, [--] engagements

"Alibaba Group $BABA FY26 Q1 earnings recap πŸ”΅ Revenue: $34.57B vs $34.26B (expected) βœ… EPS: $2.06 vs $2.13 (expected) ❌ #investing #stockmarket #financialFreedom https://augustxbear.com/2025/09/01/earnings-alibaba-group-fy26-q1/ https://augustxbear.com/2025/09/01/earnings-alibaba-group-fy26-q1/"
X Link 2025-09-01T16:52Z [--] followers, [--] engagements

"@chris_stura Firefly was around but yes this is encouraging for a company known to just lose money"
X Link 2025-09-02T11:48Z [--] followers, [--] engagements

"@Marnix_Belgium Do you need a +1 πŸ˜…"
X Link 2025-09-02T11:55Z [--] followers, [--] engagements

"Salesforce Inc $CRM FY26 Q2 earnings recap πŸ”΅ Revenue: $10.24B vs $10.14B (expected) βœ… EPS: $2.91 vs $2.78 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/03/earnings-salesforce-fy26-q2 https://www.augustxbear.com/2025/09/03/earnings-salesforce-fy26-q2"
X Link 2025-09-04T12:10Z [--] followers, [--] engagements

"Looking at the week of Sep [--] - Sep [--] πŸ‘€ $CRM $GME $NVDA $TSLA #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/07/the-week-ahead-week-of-9-8-9-12 https://www.augustxbear.com/2025/09/07/the-week-ahead-week-of-9-8-9-12"
X Link 2025-09-07T22:15Z [--] followers, [--] engagements

"@LuxAlgo It was mentioned during the earnings call in August. They also mentioned that none were shipped even though they had the licenses"
X Link 2025-09-08T23:36Z [--] followers, [---] engagements

"@elerianm Tariffs do not add value therefore inefficient. There may not be any immediate negative effects but they are detrimental for the American economy and people"
X Link 2025-09-12T13:59Z [--] followers, [--] engagements

"@Mr_Derivatives He should have sold but got greedy typical bagholder"
X Link 2025-09-12T14:00Z [--] followers, [--] engagements

"@R_and_Invest @Wiseman_Cap Adobe has adopted a multi-model strategy this means Google's products like Nano Banana are a part of that"
X Link 2025-09-12T14:38Z [--] followers, [--] engagements

"Looking at the week of Sep [--] - Sep [--] πŸ‘€ $ADBE $GME $PANW $WDAY #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/14/the-week-ahead-week-of-9-15-9-19/ https://www.augustxbear.com/2025/09/14/the-week-ahead-week-of-9-15-9-19/"
X Link 2025-09-15T01:46Z [--] followers, [---] engagements

"@NIOSwitzerland Interesting analysis but they are still burning a ton of money. The NIO line needs to pump its numbers as ONVO and Firefly margins are 10%-15% those are target margins not even real"
X Link 2025-09-17T00:14Z [--] followers, [--] engagements

"Looking at the week of Sep [--] - Sep [--] πŸ‘€ $IBM $MBLY $PANW $WDAY #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/21/the-week-ahead-week-of-9-22-9-26 https://www.augustxbear.com/2025/09/21/the-week-ahead-week-of-9-22-9-26"
X Link 2025-09-22T00:49Z [--] followers, [---] engagements

"Micron Technlogy $MU FY25 Q4 earnings recap 🟒 Revenue: $11.3B vs $11.15B (expected) βœ… EPS: $3.03 vs $2.84 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/25/earnings-micron-fy25-q4/ https://www.augustxbear.com/2025/09/25/earnings-micron-fy25-q4/"
X Link 2025-09-25T22:37Z [--] followers, [--] engagements

"Rivian Automotive $RIVN FY24 Q4 earnings recap 🟑 check out the blog for additional commentary #investing #stockmarket #finance #stockresearch"
X Link 2025-02-21T19:30Z [--] followers, [--] engagements

"Looking at the week of Feb [--] - Feb [--] tracking macroeconomic events and stocks . . . #investing #investments #stockmarket $adbe $nvda $schw $tsm"
X Link 2025-02-23T21:53Z [--] followers, [--] engagements

"If you're in $UNH pay attention to $ELV Elevance Health who reports tomorrow before market opens. Rising medical costs seems to be pervasive which is not great but it does imply its not just an operational issue for UnitedHealth Group"
X Link 2025-07-16T18:17Z [--] followers, [---] engagements

"Netflix Inc $NFLX FY25 Q2 earnings recap πŸ”΅ Revenue: $11.08B vs $11.05B (expected) βœ… EPS: $7.19 vs $7.06 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/18/earnings-netflix-fy25-q2 https://augustxbear.com/2025/07/18/earnings-netflix-fy25-q2"
X Link 2025-07-18T17:24Z [--] followers, [---] engagements

"Amazon Inc $AMZN FY25 Q2 earnings recap πŸ”΅ Revenue: $167.7B vs $161.87B (expected) βœ… EPS: $1.68 vs $1.30 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/01/earnings-amazon-com-inc-fy25-q2 https://augustxbear.com/2025/08/01/earnings-amazon-com-inc-fy25-q2"
X Link 2025-08-01T12:05Z [--] followers, [--] engagements

"Robinhood Markets $HOOD FY25 Q2 earnings recap πŸ”΅ Revenue: $989M vs $914.1M (expected) βœ… EPS: $0.42 vs $0.34 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/04/earnings-robinhood-fy25-q2 https://augustxbear.com/2025/08/04/earnings-robinhood-fy25-q2"
X Link 2025-08-05T02:42Z [--] followers, [--] engagements

"Snap Inc $SNAP FY25 Q2 earnings recap πŸ”΄ Revenue: $1.35B vs $1.35B (expected) βž– EPS: -$0.16 vs -$0.05 (expected) ❌ #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/08/06/earnings-snap-inc-fy25-q2 https://www.augustxbear.com/2025/08/06/earnings-snap-inc-fy25-q2"
X Link 2025-08-07T12:23Z [--] followers, [--] engagements

"Rivian Automotive $RIVN FY25 Q2 earnings recap 🟑 Revenue: $1.3B vs $1.28BM (expected) βœ… EPS: -$0.97 vs -$0.79 (expected) ❌ #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/06/earnings-rivian-automotive-fy25-q2 https://augustxbear.com/2025/08/06/earnings-rivian-automotive-fy25-q2"
X Link 2025-08-08T11:32Z [--] followers, [--] engagements

"Adobe Inc $ADBE FY25 Q3 earnings recap πŸ”΅ Revenue: $5.99B vs $5.91B (expected) βœ… EPS: $5.31 vs $5.18 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/12/earnings-adobe-inc-fy25-q3 https://www.augustxbear.com/2025/09/12/earnings-adobe-inc-fy25-q3"
X Link 2025-09-12T14:04Z [--] followers, [--] engagements

"@Aditya___D @KobeissiLetter There is no way to offload the holdings without negatively impacting the price of BTC which then would reduce the value of the said holdings. Its factored in"
X Link 2025-12-01T21:45Z [--] followers, [---] engagements

"PayPal $PYPL filing in [----] to become a bank is so PayPal. A bit late. Its been around for over [--] years it dominated the scene and it could have made the move a decade ago but sat around doing nothing besides watching its dominance fade. Innovation is dead there"
X Link 2025-12-16T16:40Z [--] followers, [--] engagements

"@thexcapitalist You need to factor in the software side to it CUDA unlocks performance optimizations even if they are using non NVIDIA GPUs or in a mixed environment. Naturally it works best with NVIDIA"
X Link 2025-12-23T14:35Z [--] followers, [--] engagements

"Pinterest $PINS since November"
X Link 2026-01-02T17:09Z [--] followers, [--] engagements

"Looking at the week of Jan [--] - Jan [--] πŸ‘€ $BABA $COST $META $PINS #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/11/the-week-ahead-week-of-1-12-1-16/ https://www.augustxbear.com/2026/01/11/the-week-ahead-week-of-1-12-1-16/"
X Link 2026-01-12T01:21Z [--] followers, [---] engagements

"@MomAngtrades @SaraEisen The takeaway here is that the DOJ has been weaponized and intimidation tactics have been utilized. They will expand beyond Powell to get what they want. This is a message to bring those efforts to light and let potential victims they are not alone"
X Link 2026-01-12T15:39Z [--] followers, [--] engagements

"November PPI 3.0% vs 2.7% expected. This likely means there will not be a rate cut in the upcoming Fed meeting"
X Link 2026-01-14T13:45Z [--] followers, [--] engagements

"@acce @PayPal @Google @sundarpichai All of this is great but more needs to be done to turn PayPal into a growth machine again. The foundation and resources are in place. This shouldnt be a heavy lift; the missing piece is vision"
X Link 2026-01-14T13:49Z [--] followers, [--] engagements

"@Han_Akamatsu $NFLX still building out the moat and have a culture that emphasizes execution. It is always hard to trust China names like $JD. They are tradable but not really for investments"
X Link 2026-01-16T16:55Z [--] followers, [---] engagements

"@thexcapitalist The reason is walled gardens are ok for advertisers as they get results. UID2 is noble and the right thing to do but that means little in business. The growth numbers especially with guidance need to return to the twenties considering Kokai is close to fully adopted"
X Link 2026-01-16T21:07Z [--] followers, [---] engagements

"BlackRock $BLK FY25 Q4 earnings recap πŸ”΅ Revenue: $7.01B vs $6.75B (expected) βœ… EPS: $13.16 vs $12.39 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/17/earnings-blackrock-fy25-q4/ https://www.augustxbear.com/2026/01/17/earnings-blackrock-fy25-q4/"
X Link 2026-01-19T02:00Z [--] followers, [--] engagements

"Taiwan Semiconductor Manufacturing Corp $TSM FY25 Q4 earnings recap 🟒 Revenue: $33.73B vs $33.27B (expected) βœ… EPS: $3.14 vs $2.79 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/16/earnings-taiwan-semiconductor-manufacturing-corp-fy25-q4/ https://www.augustxbear.com/2026/01/16/earnings-taiwan-semiconductor-manufacturing-corp-fy25-q4/"
X Link 2026-01-19T03:00Z [--] followers, [--] engagements

"Goldman Sachs $GS FY25 Q4 earnings recap πŸ”΅ Revenue: $13.45B vs $14.12B (expected) ❌ EPS: $14.01 vs $11.66 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/17/earnings-goldman-sachs-fy25-q4/ https://www.augustxbear.com/2026/01/17/earnings-goldman-sachs-fy25-q4/"
X Link 2026-01-19T04:00Z [--] followers, [--] engagements

"Looking at the week of Jan [--] - Jan [--] πŸ‘€ $AMZN $BLK $NFLX $PINS #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/19/the-week-ahead-week-of-1-19-1-23/ https://www.augustxbear.com/2026/01/19/the-week-ahead-week-of-1-19-1-23/"
X Link 2026-01-20T01:00Z [--] followers, [--] engagements

"Netflix $NFLX FY25 Q4 earnings recap πŸ”΅ Revenue: $12.05B vs $11.97B (expected) βœ… EPS: $0.56 vs $0.55 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/23/earnings-netflix-fy25-q4/ https://www.augustxbear.com/2026/01/23/earnings-netflix-fy25-q4/"
X Link 2026-01-25T16:33Z [--] followers, [--] engagements

"SoFi Technologies $SOFI FY25 Q4 earnings recap 🟒 Revenue: $1.01B vs $982.2M (expected)βœ… EPS: $0.13 vs $0.12 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/30/earnings-sofi-technologies-fy25-q4/ https://www.augustxbear.com/2026/01/30/earnings-sofi-technologies-fy25-q4/"
X Link 2026-01-30T21:15Z [--] followers, [---] engagements

"Alphabet Inc $GOOG FY25 Q4 earnings recap 🟒 Revenue: $113.83B vs $104.77B (expected)βœ… EPS: $2.82 vs $2.62 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/04/earnings-alphabet-fy25-q4/ https://www.augustxbear.com/2026/02/04/earnings-alphabet-fy25-q4/"
X Link 2026-02-05T12:00Z [--] followers, [--] engagements

"Quickie on GlobalFoundries $GFS #investing #StockMarket #FinancialFreedom https://augustxbear.com/2025/06/04/equity-quickie-globalfoundries-inc https://augustxbear.com/2025/06/04/equity-quickie-globalfoundries-inc"
X Link 2025-06-04T22:26Z [--] followers, [--] engagements

"Mobileye Global $MBLY FY25 Q2 earnings recap πŸ”΅ Revenue: $506M vs $488.8M (expected) βœ… EPS: $0.13 vs $0.09 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/24/earnings-mobileye-global-inc-fy25-q2 https://augustxbear.com/2025/07/24/earnings-mobileye-global-inc-fy25-q2"
X Link 2025-07-24T20:04Z [--] followers, [--] engagements

"GlobalFoundries Inc $GFS FY25 Q2 earnings recap 🟑 Revenue: $1.69B vs $1.68B (expected) βœ… EPS: $0.42 vs $0.35 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/08/07/earnings-globalfoundries-fy25-q2 https://www.augustxbear.com/2025/08/07/earnings-globalfoundries-fy25-q2"
X Link 2025-08-08T01:17Z [--] followers, [--] engagements

"GameStop Corp $GME FY25 Q2 earnings recap πŸ”΅ Revenue: $972.2M vs $823.2M (expected) βœ… EPS: $0.25 vs $0.16 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/10/earnings-gamestop-corp-fy25-q2 https://www.augustxbear.com/2025/09/10/earnings-gamestop-corp-fy25-q2"
X Link 2025-09-10T16:04Z [--] followers, [--] engagements

"Meta Platforms $META FY25 Q4 earnings recap 🟒 Revenue: $59.89B vs $58.46B (expected) βœ… EPS: $8.88 vs $8.21 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/28/earnings-meta-platforms-fy25-q4 https://www.augustxbear.com/2026/01/28/earnings-meta-platforms-fy25-q4"
X Link 2026-01-29T12:00Z [--] followers, [--] engagements

"Tesla $TSLA FY25 Q4 earnings recap 🟑 Revenue: $24.9B vs $24.9B (expected) βž– EPS: $0.50 vs $0.40 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/29/earnings-tesla-fy25-q4/ https://www.augustxbear.com/2026/01/29/earnings-tesla-fy25-q4/"
X Link 2026-01-29T12:30Z [--] followers, [--] engagements

"The SaaS selloff is a massive overreaction. The "AI will make software obsolete" narrative misses the mark. Incumbents are already embedding AI into existing workflows. This hybrid model is the winner for the next few years. $CRM $PANW $WDAY"
X Link 2026-01-29T14:43Z [--] followers, [---] engagements

"@StockSavvyShay Not entirely convinced as average price per ad growth rate is slowing despite massive spend in AI. The growth in ad impressions is a positive sign. It will be interesting to see how the new models from the Meta Superintelligence Lab perform"
X Link 2026-01-29T15:07Z [--] followers, [--] engagements

"IBM Corporation $IBM FY25 Q4 earnings recap 🟒 Revenue: $19.69B vs $19.21B (expected) βœ… EPS: $4.52 vs $4.31 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/29/earnings-ibm-fy25-q4/ https://www.augustxbear.com/2026/01/29/earnings-ibm-fy25-q4/"
X Link 2026-01-29T19:30Z [--] followers, [--] engagements

"Microsoft Corporation $MSFT FY26 Q2 earnings recap πŸ”΅ Revenue: $81.27B vs $80.25B (expected) βœ… EPS: $4.14 vs $3.86 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/29/earnings-microsoft-fy26-q2/ https://www.augustxbear.com/2026/01/29/earnings-microsoft-fy26-q2/"
X Link 2026-01-29T20:00Z [--] followers, [--] engagements

"Solid earnings print from Apple $AAPL. Despite rising memory costs and supply constraints margins remain impressive. With the turnaround in China and rapid growth in India the current 1% AH move feels like a disconnect. Strong opportunity to build the position here"
X Link 2026-01-29T23:54Z [--] followers, [--] engagements

"@danielnewmanUV It barely passes the market cap threshold and GAAP earnings is not overly impressive at $0.60 for next year with a higher PE ratio. Its chances are slim but it could get there in the coming months"
X Link 2026-01-30T22:24Z [--] followers, [---] engagements

"@aakashgupta AI built solutions are only as good as the data used to train. Enterprise platforms like Salesforce ServiceNow SAP Workday etc have visibility into thousands of companies across almost every industry so can build more useful & complete solutions using their AI infused tools"
X Link 2026-02-01T03:54Z [--] followers, [--] engagements

"@Kross_Roads @acce Not sure whose idea it was to tap Enrique Lores as the next CEO. His performance at HP doesn't inspire confidence its like pivoting back to a Schulman. They need a visionary someone who looks beyond transactions & willing to take big risks so PayPal can separate from the pack"
X Link 2026-02-03T12:43Z [--] followers, [---] engagements

"Advanced Micro Devices $AMD FY25 Q4 earnings recap πŸ”΅ Revenue: $10.27B vs $9.67B (expected)βœ… EPS: $1.53 vs $1.24 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/04/earnings-advanced-micro-devices-fy25-q4/ https://www.augustxbear.com/2026/02/04/earnings-advanced-micro-devices-fy25-q4/"
X Link 2026-02-05T02:15Z [--] followers, [--] engagements

"PayPal Holdings $PYPL FY25 Q4 earnings recap πŸ”΄ Revenue: $8.68B vs $8.78B (expected)❌ EPS: $1.23 vs $1.29 (expected)❌ #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/04/earnings-paypal-holdings-fy25-q4/ https://www.augustxbear.com/2026/02/04/earnings-paypal-holdings-fy25-q4/"
X Link 2026-02-05T03:45Z [--] followers, [---] engagements

"Snap Inc $SNAP FY25 Q4 earnings recap 🟑 Revenue: $1.72B vs $1.7B (expected)βœ… EPS: $0.03 vs -$0.03 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/05/earnings-snap-inc-fy25-q4/ https://www.augustxbear.com/2026/02/05/earnings-snap-inc-fy25-q4/"
X Link 2026-02-05T15:00Z [--] followers, [---] engagements

"Uber Technologies $UBER FY25 Q4 earnings recap 🟒 Revenue: $14.37B vs $14.31B (expected)βœ… EPS: $0.71 vs $0.78 (expected)❌ #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/05/earnings-uber-technologies-fy25-q5/ https://www.augustxbear.com/2026/02/05/earnings-uber-technologies-fy25-q5/"
X Link 2026-02-05T17:15Z [--] followers, [--] engagements

"Wall Street knows AI can't replace enterprise software. LLMs lack the security depth and legal liability large corps require. This selloff is just pros watching a media-fueled fire so they can get a better entry. They aren't that ill-informed they're paid well to know"
X Link 2026-02-05T18:39Z [--] followers, [--] engagements

"@RihardJarc You would think that spike in CapEx would be a positive for someone like $NVDA"
X Link 2026-02-06T00:04Z [--] followers, [---] engagements

"Inc $AMZN FY25 Q4 earnings recap 🟒 Revenue: $213.39B vs $211.36B (expected)βœ… EPS: $1.95 vs $1.97 (expected)❌ #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/06/earnings-amazon-com-inc-fy25-q4/ http://Amazon.com https://www.augustxbear.com/2026/02/06/earnings-amazon-com-inc-fy25-q4/ http://Amazon.com"
X Link 2026-02-06T12:49Z [--] followers, [--] engagements

"@RihardJarc Is there a company that will mention another company's products or performance on their own earnings call Trainium was purpose built for Amazon it should perform better within their ecosystem"
X Link 2026-02-07T12:55Z [--] followers, [--] engagements

"@MLDDad_ @zoomyzoomm @epictrades1 Many SaaS solutions are shifting over to consumption-based and outcome-based pricing including Salesforce"
X Link 2026-02-07T13:11Z [--] followers, [--] engagements

"Workday $WDAY CEO Carl Eschenbach stepping down signals that internally things are broken. Eschenbach shared the responsibilities with new CEO and co-founder Aneel Bhusri back in [----] then taking over in [----]. Now pivoting back to Bhusri who has served multiple times"
X Link 2026-02-09T15:56Z [--] followers, [---] engagements

"Robinhood Markets $HOOD FY25 Q4 earnings recap πŸ”΅ Revenue: $1.28B vs $1.33B (expected)❌ EPS: $0.66 vs $0.63 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/11/earnings-robinhood-fy25-q4/ https://www.augustxbear.com/2026/02/11/earnings-robinhood-fy25-q4/"
X Link 2026-02-12T00:45Z [--] followers, [--] engagements

"@jbulltard1 They need to figure out how to improve monetization. Pinterest is unique but the team hasnt developed the right tools to leverage the visual search advantage they have. Lee Brown may be able to help with ideas but they also need help with execution"
X Link 2026-02-12T23:12Z [--] followers, [---] engagements

"Pinterest $PINS FY25 Q4 earnings recap 🟑 Revenue: $1.32B vs $1.33B (expected)❌ EPS: $0.67 vs $0.67 (expected)βž– #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/12/earnings-pinterest-fy25-q4/ https://www.augustxbear.com/2026/02/12/earnings-pinterest-fy25-q4/"
X Link 2026-02-13T02:15Z [--] followers, [---] engagements

"@jbulltard1 @Glassesman88 Netflix isn't buying 'expertise' or trying to figure out how to film stuff cheaper. Theyre building their library and owning the IP. That could mean using AI to create an alternate season [--] of GoT"
X Link 2026-02-13T12:38Z [--] followers, [--] engagements

"Rivian Automotive $RIVN FY25 Q4 earnings recap πŸ”΅ Revenue: $1.29B vs $1.26B (expected)βœ… EPS: -$0.54 vs -$0.81 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/13/earnings-rivian-automotive-fy25-q4/ https://www.augustxbear.com/2026/02/13/earnings-rivian-automotive-fy25-q4/"
X Link 2026-02-13T15:00Z [--] followers, [--] engagements

"Warner Bros Discovery $WBD puts are looking interesting. There should be a solid floor here with Netflix $NFLX and Paramount Skydance $PSKY both bidding. The recent progress and legal developments around Seedance also show the importance and value of existing IP"
X Link 2026-02-16T16:11Z [--] followers, [---] engagements

"@Mr_Derivatives AI should be able to complete the A Song of Ice and Fire series for GRRM. It has access to his prior work and he can simply put in his ideas"
X Link 2026-02-16T16:19Z [--] followers, [--] engagements

"Main is🧡 #FinancialFreedom #StockMarket"
X Link 2025-02-12T13:09Z [--] followers, [---] engagements

"Warner Bros Discovery $WBD puts are looking interesting. There should be a solid floor here with Netflix $NFLX and Paramount Skydance $PSKY both bidding. The recent progress and legal developments around Seedance also show the importance and value of existing IP"
X Link 2026-02-16T16:11Z [--] followers, [---] engagements

"Rivian Automotive $RIVN FY25 Q4 earnings recap πŸ”΅ Revenue: $1.29B vs $1.26B (expected)βœ… EPS: -$0.54 vs -$0.81 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/13/earnings-rivian-automotive-fy25-q4/ https://www.augustxbear.com/2026/02/13/earnings-rivian-automotive-fy25-q4/"
X Link 2026-02-13T15:00Z [--] followers, [--] engagements

"Pinterest $PINS FY25 Q4 earnings recap 🟑 Revenue: $1.32B vs $1.33B (expected)❌ EPS: $0.67 vs $0.67 (expected)βž– #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/12/earnings-pinterest-fy25-q4/ https://www.augustxbear.com/2026/02/12/earnings-pinterest-fy25-q4/"
X Link 2026-02-13T02:15Z [--] followers, [---] engagements

"Robinhood Markets $HOOD FY25 Q4 earnings recap πŸ”΅ Revenue: $1.28B vs $1.33B (expected)❌ EPS: $0.66 vs $0.63 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/11/earnings-robinhood-fy25-q4/ https://www.augustxbear.com/2026/02/11/earnings-robinhood-fy25-q4/"
X Link 2026-02-12T00:45Z [--] followers, [--] engagements

"Workday $WDAY CEO Carl Eschenbach stepping down signals that internally things are broken. Eschenbach shared the responsibilities with new CEO and co-founder Aneel Bhusri back in [----] then taking over in [----]. Now pivoting back to Bhusri who has served multiple times"
X Link 2026-02-09T15:56Z [--] followers, [---] engagements

"Inc $AMZN FY25 Q4 earnings recap 🟒 Revenue: $213.39B vs $211.36B (expected)βœ… EPS: $1.95 vs $1.97 (expected)❌ #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/06/earnings-amazon-com-inc-fy25-q4/ http://Amazon.com https://www.augustxbear.com/2026/02/06/earnings-amazon-com-inc-fy25-q4/ http://Amazon.com"
X Link 2026-02-06T12:49Z [--] followers, [--] engagements

"Is the PayPal era over It revolutionized how we pay but revolution is a young persons game and the pioneer of digital payments is suddenly looking like a relic. #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/03/desk-notes-the-beginning-of-the-end-for-paypal/ https://www.augustxbear.com/2026/02/03/desk-notes-the-beginning-of-the-end-for-paypal/"
X Link 2026-02-06T02:30Z [--] followers, [--] engagements

"The premiums on $SLV are juicy"
X Link 2026-02-05T20:56Z [--] followers, [---] engagements

"Wall Street knows AI can't replace enterprise software. LLMs lack the security depth and legal liability large corps require. This selloff is just pros watching a media-fueled fire so they can get a better entry. They aren't that ill-informed they're paid well to know"
X Link 2026-02-05T18:39Z [--] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing