[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Next XXX Baggers @Next100Baggers on x 5973 followers
Created: 2025-07-23 12:29:06 UTC
$GOOG Q2 Preview
Revenue est. $XX B (+11% YoY) Search & YouTube ads +10–12% YoY Cloud growth +30% YoY;
Key watch points: – AI monetization cadence (Gemini integration) – Data‑center CapEx guide & ROI timeline – YouTube ad‑load vs. engagement
$TSLA Q2 Preview Revenue est. $XXXX B (–13% YoY) off end of China incentives Auto gross margin 17–18% (price cut drag) Regulatory credits & FSD deferrals ~$150 M headwind
Key watch points: – Production/sales split (US vs. China) – Price cut vs. volume trade off – Free cash flow guide & CAPEX cadence
Beats are table stakes, focus on guide revision and segment commentary for the next leg. Trade the reactions, not the headlines.
XXXXX engagements
Related Topics goog fsd china $221b13 $tsla coins ai ads youtube