[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.] #  @whispertickers WhisperTick WhisperTick posts on X about tariffs, $aapl, msft, $msft the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1937935302200373248/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +8,431% ### Mentions: XX [#](/creator/twitter::1937935302200373248/posts_active)  - X Week XX -XX% - X Month XXX +1,500% ### Followers: XXX [#](/creator/twitter::1937935302200373248/followers)  - X Week XXX +7.50% - X Month XXX +2,425% ### CreatorRank: XXXXXXX [#](/creator/twitter::1937935302200373248/influencer_rank)  ### Social Influence [#](/creator/twitter::1937935302200373248/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) [automotive brands](/list/automotive-brands) [countries](/list/countries) [fashion brands](/list/fashion-brands) [social networks](/list/social-networks) [exchanges](/list/exchanges) **Social topic influence** [tariffs](/topic/tariffs) #1154, [$aapl](/topic/$aapl), [msft](/topic/msft), [$msft](/topic/$msft), [inflation](/topic/inflation), [defence](/topic/defence) #514, [$tsla](/topic/$tsla) #332, [investment](/topic/investment) #2707, [market cap](/topic/market-cap), [doubled](/topic/doubled) **Top assets mentioned** [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Exxon Mobil (XOM)](/topic/$xom) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [SPX6900 (SPX)](/topic/$spx) [Limitus (LMT)](/topic/$lmt) [Metadium (META)](/topic/$meta) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Bitcoin (BTC)](/topic/$btc) [Mastercard, Inc. (MA)](/topic/$ma) [JPMorgan Chase (JPM)](/topic/$jpm) [Palantir (PLTR)](/topic/$pltr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Moderna Inc (MRNA)](/topic/$mrna) [Convex Finance (CVX)](/topic/$cvx) [Micron Technology, Inc. (MU)](/topic/$mu) [Basis Cash (BAC)](/topic/$bac) [Northrop Grumman Corporation (NOC)](/topic/$noc) [GM (GM)](/topic/$gm) [General Motors Company (GM)](/topic/general-motors) [MercadoLibre Inc (MELI)](/topic/$meli) [Ethereum (ETH)](/topic/$eth) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Netflix Inc (NFLX)](/topic/$nflx) [Broadcom, Inc. (AVGO)](/topic/$avgo) [CatCoin (CAT)](/topic/$cat) ### Top Social Posts [#](/creator/twitter::1937935302200373248/posts) --- Top posts by engagements in the last XX hours "$GRAB forecasts up to XX% revenue growth in 2025 bullish if you ignore the price tag. Grab Holdings now sports a price-to-sales ratio of XXX slicker than $UBER but richer than its own average Q1 revenue up XX% year-on-year; adjusted EBITDA set to jump up to XX% Management just issued $1.25bn in convertible bonds and is buying back half a billion in shares confidence or creative accounting Southeast Asias digital boom flatters many balance sheets. Premium valuations often wilt in a strong light. We unpack the reality and the risks here:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949765044452917313) 2025-07-28 09:33:06 UTC XXX followers, XX engagements "Samsung ($005930) lands a $16.5bn contract to build AI chips for $TSLA but the European winners are quietly offstage. $ASML surges XXX% outpacing the tech index as its EUV kit becomes indispensable for Samsungs new foundry push A US-EU pact wipes tariffs on chip equipment handing $ASML and its cohort structural relief just in time for US election theatrics XX% of $ASML revenue is now North American. Investors approve: XX% YTD XXX per share 320bn market cap The chip wars play on TV. The real moneys made in the machinery off screen. We unpack the mechanics and the irony here:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949781086403219585) 2025-07-28 10:36:50 UTC XXX followers, XXX engagements "🚀 Why is everyone talking about Rocket Lab's ($RKLB) latest move in space Its all about vertical integration. Under a $515M contract Rocket Lab is designing building and operating XX satellites for the Space Development Agencys T2TL-Beta programme with design reviews already wrapped up ahead of the 2027 target. A XX% YoY growth in space systems revenue in Q1 2025 underscores its strategic shift though profitability remains out of orbit. Vertical integration offers speed and efficiency but also brings risksthink capital investment and the complexities of managing satellite constellations. Can"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1947474752152518900) 2025-07-22 01:52:17 UTC XXX followers, XX engagements "Dutch Bros is stirring up the coffee market frenzy ☕ While $BROS boasts impressive revenue growth (forecasted to remain in the mid-20% range) its not all froth and foam. The real question is: can they maintain profitability amid rising costs Key observations: Revenue has grown XX% YoY in 2024 with a forecast of 23-24% annually. However operating margins dipped to XXXX% highlighting cost pressures. Dutch Bros aims to triple its locations reaching over 7000 stores. Yet the pressure of capital expenditure looms large potentially affecting margins. Can they balance expansion with efficiency or"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1947390384583147910) 2025-07-21 20:17:03 UTC XX followers, XXX engagements "$GOOGL just made $28.2bn in Q2. Not revenue. Net income. Again. Thats XX% up YoY closing in on $100bn+ for a second year running. Google Cloud margin nearly doubled since January. Capex for 2025 now forecast at $85bn. Still hungry. Search and YouTube Unstoppable for now. The catch: regulatory clouds in both DC and Brussels and the bill for all that AI ambition arrives soon. Margins are fat. But when capex jumps by $10bn overnight even a juggernaut gets indigestion. Chart somewhere between awe and anxiety Full breakdown here: Still think the runways endless"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1948722155828498717) 2025-07-25 12:29:02 UTC XXX followers, XX engagements "Looking for a smart investment Consider $CECO. With a XX% upside potential its not your typical stock tip. CECO is riding the decarbonisation wave boasting a record $602M backloga XX% YoY increase 📈 Highlights: XX% YoY revenue growth in Q1 2025 Dominating niche markets with XX% share in acid mist control Expanding in booming semiconductor and hydrogen sectors Why take notice CECOs strategic move into clean energy and semiconductor systems places it perfectly for the future. Yet with supply chain risks and geopolitical uncertainties its not all plain sailing. Whats next Their capacity to"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1943336925550588387) 2025-07-10 15:50:03 UTC XX followers, XX engagements "When everyone else blinked $PDD (PDD Holdings) kept climbing up XX% YTD vs Nasdaqs XX% with Q2 revenue jumping 25%. But the options market is twitching: Daily contract volume up XX% in July Out-of-the-money call open interest surging (USD XXX strike +35%) Implied volatility now XX% well above peers like $BABA Yet the price-to-earnings ratio languishes at XXXX undercutting the sectors XX. Bullish bets jostle with nervous put buyers just as Chinese ADR risks loom. Earnings land soon. If history is any guide volatility has the last word. We unpack the signals the noise and the irony inside:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949592770999451810) 2025-07-27 22:08:32 UTC XXX followers, XX engagements "Margins shrank. Pipeline ballooned. 😬 Q2 2025 revenue for $MRNA: down to $241m. Net loss $1.3bn. Yet XX pipeline programmes with X in phase X catch the eye. Infectious diseases still pay the bills. Oncology and cardio push for a futuremRNA-4157 mRNA-0184. BioNTech trails at XX programmes. R&D burn hits $1.2bn but cash piles up at $12.2bn. Shares hover at $XX P/S XXX well off pandemic highs. Consensus sees $4.8bn 2026 revenue but the street stays twitchy. XX% buy ratings up from XX% in January per FactSet. Spikevax lost ground now just XX% US flu share. Write-downs climb competitors circle."  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949429126579839217) 2025-07-27 11:18:17 UTC XXX followers, XX engagements "9.4% up but whose S&P XXX is this Technology and healthcare do the heavy lifting. Energy and utilities Dragging the portfolio back to earth. $NVDA +45.6%. $TSLA +32.1%. $CVX $XOM deep red. $NKE even stumbled. Equal-weight return 5.1%. Mega-cap oxygen tank still strapped on. GDP growth cooling to XXX% in Q2 2025. Inflation XXX% and sticking. $SPX forward P/E jumped to XXXX from XXXX in six months. Cheerful Yes. Balanced Hardly. Valuations at 35x earnings. One decent earnings miss and this mood snaps. Still relying on the same few engine rooms. Portfolio feeling exposed yet"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949460536661352794) 2025-07-27 13:23:05 UTC XXX followers, XXX engagements "AI isnt just reshaping headlines its rewriting the memory market. $MU Micron Technology sits at the heart of the high-bandwidth memory (HBM) boom: HBM market set to 10x by 2026 hitting USD 45bn Microns HBM3E wins slots in $NVDA Nvidias H200 and Blackwell GPUs Forward P/E at 15.2x: a discount to peers with HBM sales surging Cyclicality and AI capex risk linger. Yet the valuation compared to the story borders on the anachronistic. Complacency is expensive. The case for $MU deserves louder scrutiny we make it here:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949548994696192015) 2025-07-27 19:14:35 UTC XXX followers, XXX engagements "A $114bn budget surplus. But at what cost to US business Energy up XX% in H1 2025 manufacturing output climbing thanks to tariffs and a 10-for-1 deregulation order. $AAPL margins Down 2.8%. Retail spending slipping. Median household hit with a $1300 trade tax. EPA scrapped XX major rules since January. Tech and healthcare still clutching their pearls wondering which regulation gets the chop next. Tariffs padded federal coffers and headlines for now. Import inflation bites supplier chaos brewing. Manufacturing job openings up XXX% since Q2 2024 but reshoring short of promises. Everyone selling"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949204459684249601) 2025-07-26 20:25:32 UTC XXX followers, XX engagements "Short squeezes in a bear market Unlikely bedfellows but not impossible. Q3 2025: Weak demand. Rising costs. Little love for chemicals banks telecoms or utilities. $LYB: -XXX% revenue soft margins. $BAC: Credit losses rise net income off 6.8%. $FYBR: Capex running hot growth tepid. Sentiment Sceptical at best. Options activity flatlining. Social chatter mostly pessimistic. Yet short interest is stretched enough to stingone unexpected catalyst and its a scramble. The rest $IDXX slowing. $WH occupancy slipping. $ASH $CCOI $POR $CAL all catching different shrapnel. If youre wondering where the"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1948789126100050088) 2025-07-25 16:55:09 UTC XX followers, XX engagements "China's suspension of its antitrust probe into $DD's local unit is a strategic move right before US-China trade talks. 🎯 But is it an olive branch or a tactical pause - XX% of US firms in China cite regulatory uncertainty as a top barrier. - $DD makes XX% of its $12.1bn revenue from China. That's a hefty stake Is this a genuine goodwill gesture or just pressure tactics Dive into the complexities and potential outcomes. Its more than just tea leaves and tariffs"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1947657652248494369) 2025-07-22 13:59:04 UTC XX followers, XX engagements "Is $RDW making space boring again Q1 2025 beat on EPS. Market shrugged. Revenue forecast: $392M$464M for FY2025. Thats up as much as XX% year-on-year. Adjusted EBITDA $47M$87M. Suddenly not just a cash-burning hope story. Edge Autonomy now part of the package. Defence exposure non-trivial. $2.3bn market cap in July puts it on 5x6x revenue a baby multiple in this sector. $RKLB holders paying up for sizzle. But space likes surprises. Integration risks. Guidance wobbles. Analyst raise in June but Q2 call looms: any slip and the market wont wait to shoot first. Space isnt for the faint-hearted."  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949293680721825857) 2025-07-27 02:20:04 UTC XXX followers, XXX engagements "Considering investing in the ever-crucial aerospace and defence sector Leonardo DRS $DRS might just be your golden ticket. 🎟 Here's why: Defense budgets are swelling surpassing $X trillion in 2022. Ideal for $DRS deeply embedded in key US programmes. With expertise in naval modernisation and electronic warfare they're riding the wave of increased spending. A robust backlog and consistent revenue growth underpin their financial health. Yet potential budget cuts and increased competition could challenge $DRS's ascent. Intrigued Dive into why were backing this company with a "Buy" rating and a"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1942159071986987237) 2025-07-07 09:49:40 UTC XX followers, XX engagements "A suspicious package at the White House sends the usual tremors through markets but not all sectors flinch. $LMT (Lockheed Martin) +1.2% $RTX (RTX Corporation) +0.9% $NOC (Northrop Grumman) +1.5% on the week defence outpaces the crowd S&P XXX futures dip XXX% post-incident gold edges up Treasury yields squeeze down as risk aversion sets in Historical pattern: defence stocks rally broad indices wobble everyone pretends to be surprised Short-term nerves long-term government budgets crisis as routine. Full story and market fallout here:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949583672824213946) 2025-07-27 21:32:23 UTC XXX followers, XXX engagements "Remember when S&P XXX inclusions were a dull footnote Not this year. One-day pops now average XXX% for new entrants. $SMCI surged XXXX% $DECK up XX% on announcement day. Passive funds $16trns worth forced buyers no questions asked. That sugar high Fades. Most gains evaporate in 3060 days. Chasing the index effect in 2025 is starting to look a bit like playing musical chairs with a shelf full of ETFs rewarding until the music stops. All charted here: Still tempted"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949132638507106753) 2025-07-26 15:40:08 UTC XXX followers, XX engagements "Plenty of optimism ahead of Q2 earnings but internals raise eyebrows. $MSFT is banking on Azures XX% revenue jump yet capital spend now runs at $14B per quarter. $METAs ad engine is strong but AI spending trims operating margins below 40%. $AAPL reverses iPhone weakness with services up XX% while supply chain wobble lingers. $AMZNs AWS gains are steady though e-commerce only just stabilises. Fintech and payments $PYPL and $SOFI slow $COIN riding volatility $V and $MA still growing but credit card delinquencies now at 2.6%. AI spend is trending up. Margins may not be. Still confident"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949519152235823516) 2025-07-27 17:16:00 UTC XX followers, XX engagements "Cash burning pipeline swelling. But is anyone still listening to $MRNA Revenue shrinkage: guidance for 2025 just $1.52.5bn. Down XX% from pandemic peaks. Not a typo. Cost-cutting: $1bn off the table for next year. Pipeline Forty-five programmes nine in phase X. Ambitious if you like optionality with your quarterly losses. Share price: $XX. Down XX% in twelve months. Thats one way to reprice risk. DCF says $5065 is fair. But only if the dominoes fall. Meanwhile new COVID RSV and oncology shots inch forward as the street eyes cash burn and market patience thinning by the quarter. Still too"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949383238830432457) 2025-07-27 08:15:56 UTC XXX followers, XX engagements "Tariffs scrapped margin forecasts up S&P XXX futures break through 6400 for the first time all in a days work for the new US-EU trade deal. $F (Ford) and $GM (General Motors) see pre-market jumps of XXX% and XXX% Industrial and tech margins projected to expand with lower regulatory risk for $AAPL and $MSFT Inflation expectations dip as input costs drop but EU ratification could still rain on the parade Nothing like a diplomatic handshake to brighten equity markets. Full story and stats here:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949599283121909978) 2025-07-27 22:34:25 UTC XXX followers, XX engagements "The cannabis sector in 2025 is a tale of two markets. While US operators like Curaleaf $CURLF and Green Thumb $GTBIF thrive Canadian firms such as Canopy Growth $CGC face perilous declines. Curaleaf and Green Thumb benefit from vertical integration and consistent US market growth yet face regulatory uncertainties. Canopy struggles with an oversaturated market and persistent financial losses. Their shares have dropped nearly XX% since January. Tilray's $TLRY diversification into non-cannabis sectors offers a buffer but leaves core business consistency in question. The potential US rescheduling"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1945913278695133614) 2025-07-17 18:27:33 UTC XXX followers, XXX engagements "Sarepta Therapeutics: A biotech rollercoaster you can't ignore. 🚀 Why is $SRPT drawing so much attention Stock dropped over XX% this year yet sees fleeting strength. Market sentiment or fool's gold Elevidys their gene therapy for muscular dystrophy faces FDA scrutiny. Will it make or break the company Q4 2024 saw $413.5M revenue growth but still far from profitability. Analysts split on value: JPMorgan's pessimism with a $XX target vs. others hoping for a $50+ upside. Intrigued by the volatility Dive into the complex web of market sentiment regulatory hurdles and financial performance to see"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1947712469562007765) 2025-07-22 17:36:54 UTC XXX followers, XXX engagements "Brazilian fintechs $STNE and $INTR are making waves with impressive YTD gains of XX% and XX% Yet despite their stellar growth both trade at discounted P/E and P/S ratios relative to the industry. Is there room for more upside Key highlights: $STNE focuses on SMEs with a Q1 revenue jump of XX% driven by expanding services. $INTR targets individuals boasting a XX% revenue increase and growing user base. Risks loom from Brazils economic volatility to fierce competition. And with Q2 earnings due soon could these stocks still offer value Discover more in our analysis of their growth initiatives"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1944787864354480517) 2025-07-14 15:55:33 UTC XXX followers, XXX engagements "Margins stretch. Growth not so much. Q2 earnings parade: $META touts 32.5bn revenue up XX percent but user growth barely stirs. $MSFT leans into cloud 52.8bn projected though AI spend keeps margins on a short leash. $AAPL stuck in single-digit mode just X percent up hardware soft services doing the heavy lifting. Fintech $SOFI and $HOOD flirt with double-digit growth but even $PYPLs payment firehose is slowing active users drifting lower. Meanwhile $COIN soars XX percent on a Bitcoin ride thats cooled since spring. Nasdaq's up XX percent YTD rates settle at XXX percent but the mood is"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949450189695000773) 2025-07-27 12:41:58 UTC XX followers, XX engagements "Margins inch up. Market share slips. Outlook Not quite priced in 😬 $PYPL trades at 15x trailing P/E the lowest since 2020. EPS hit $XXXX TTM buoyed by $5bn buybacks but revenue growth has cooled9% this quarter down from XX% in 2022. Braintree now leads the charge yet PayPals share of global digital payments has shrunk to X% from XX% in just two years. Bull case: EPS could double to $XXXX by 2029 if margins creep to 20%. Plug an 18x multiple on that and fair value lands near $XXX. Risks Competition from Apple Pay Stripe and new EU regulations. Regulatory squeeze or a macro funk and that"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949460455572832710) 2025-07-27 13:22:46 UTC XXX followers, XX engagements "Are we finally seeing cracks in the dollars armour Or just another BRICS dress rehearsal Dollar share in BRICS trade Down to XXXX% in Q2 2025. Chinese yuan up. Russia-China: XX% of bilateral trade now dodges $USD altogether. The club counts XX% of global GDP by PPP but consensus Patchy at best. BRICS digital currency talk for 2026. Not exactly keeping Powell up at night. $USD still holds XX% of FX reserves. Not quite last orders at the dollar bar. Brazil pushes multipolarity. India hesitates. Charts here: Chinese yuan 28%. Rouble 19.5%. Dollar falling but hardly in freefall. Plenty of noise"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949181697267740716) 2025-07-26 18:55:05 UTC XXX followers, XX engagements "What happens when cash keeps rolling in but the market just yawns $FIs operating cash flow is up XXX% since 2019. The stock A tepid +51%. $WISE fares even worse +87% cash flow growth since IPO but barely a whisper (+10%) from the share price. Meanwhile $MELI and $ASML show textbook alignment: +1100% and +286% growth in operating cash flow with stock gains to match. Efficient markets or just mood swings with decimal points - $FI saw record Q2 numbersbut the merchant segment stumbled. Scepticism is sticky. - $WISE is still waiting for the City to notice. - $ASML posts 13.5bn operating cash flow"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1948764446878249229) 2025-07-25 15:17:05 UTC XXX followers, XX engagements "$RKLB up XXX% YTD. Analyst price targets racing past $XX. Feeling bullish yet or just dizzy Citi and BofA now aiming high $XX a share for 2025. Neutrons maiden launch: mid-2025. All bets resting on a rocket still grounded. $24.6bn market cap. Price-to-sales ratio says mind the gap. Trading volume sank XXXX% in one week. Volume up mood undecided. Revenue Up. Profits Still a rumour. Nothing breeds confidence like no room for error. Targets as high as $XX exist if you fancy speculative fiction. Plenty on the line if Neutron stutters or the sector hits turbulence. Before you launch your portfolio"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1948875177606951243) 2025-07-25 22:37:05 UTC XXX followers, XX engagements "Three themes. One headache. AI crypto automation: all the upside none of the certainty. $AMD's data centre revenue up XXX% in Q2 2025 $NVDAs still eating everyones lunch with XXX% growth in data centre for Q1 and $MU ramped 77%. $BTC stuck near $67.5k but spot ETF talk wont die. And thats before the robotaxi trials start rolling out for $TSLA by year-end. But margin warnings regulatory shivers and a faint whiff of exhaustion. Everyone says diversify while secretly hoping for one moonshot. Are we building the next decades winners or just fuelling the next bubble Forecasts are easy. Surprises"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949090198362427405) 2025-07-26 12:51:30 UTC XXX followers, XX engagements "A $750bn commitment from the EU and $600bn in US infrastructure investment but only a XX% tariff on European goods. $SPX futures are up and $AAPL is suddenly paying less for China-sourced parts. USEU pact set to add 0.2pp to GDP growth (S&P Global) USChina tariff truce may extend XX days sparing households another $1300 in costs EU doubling down on US defence equipment $50bn annually Global supply chains get a reprieve markets cheer quietly and American negotiators rediscover the charms of moderation. How long this grown-up phase lasts is anyones guess. Full story and stats here:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949795914677112993) 2025-07-28 11:35:46 UTC XXX followers, XX engagements "Did you catch that $RIVN up XX% this week despite Q2 losses still running north of $1bn. Investors suddenly keen on Atlanta HQ news or just bored of the same script Q2 2025 deliveries: 13790. Up but cash burn Relentless. Price-to-sales at XXX. Cheaper than $TSLA. Not in a good way. Consensus target: $XXXXX. But median opinions rarely pay the bills. Theyre talking 57000 units for the year and cheap R2s launching in 2026 but scaling ambition doesnt erase a $5.6bn cash stash shrinking quarter by quarter. Supply chain fixed for now. Latest numbers context whiff of doubt: Still betting the"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949352831644840287) 2025-07-27 06:15:06 UTC XXX followers, XXX engagements "Alphabets $GOOGL cloud ambitions have stopped looking academic. Google Cloud backlog now sits at $106B up XX% year over year Quarterly revenue: $13.6B up XX% Operating income more than doubled to $2.8B AI is the flywheel: Gemini usage on Vertex AI has risen 35x Over 85000 organisations have adopted the model Yet despite all thisvaluation remains curiously light (c. 12x EV/EBITDA) still trailing Microsoft even as the growth gap narrows. Perhaps investors just prefer yesterdays story. For the full data unvarnished:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949553162622214399) 2025-07-27 19:31:09 UTC XXX followers, XX engagements "Whos brave enough to call bottom on $PDD Down XXXX% in 2024. Revenue growth halved in Q2. Valuation EV/FCF single digits. Promising on paper unless youve read a Chinese regulators mood swings. Options traders bracing for fireworks in July Temu still shopping for margins abroad Net income in Q2: $2.04bn. Up but margins slip again Some see a bargain. Others see a value trap with a side of geopolitical indigestion. If youre waiting for clarity good luck everyone else is squinting too. Full context before it moves: Feel like weve seen this film before"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1948818242039939476) 2025-07-25 18:50:50 UTC XXX followers, XX engagements "Calm is only ever temporary when $MSFT $AAPL $AMZN and $MA all report the same week the Fed faces the market. $MSFT targets Q2 revenue of $64.4bn up XX% cloud still the main event $AAPL and $AMZN aim for modest growth but margin scrutiny sharpens Jerome Powell expected to keep rates at 5.25-5.50% but hints of cuts are priced with suspicious confidence Sentiment leans cautious with historical post-Fed S&P XXX swings hitting XXX% Corporate optimism monetary ambiguity and just enough historical precedent to encourage regret. We unpack the collision course in full:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949585348226363433) 2025-07-27 21:39:03 UTC XXX followers, XX engagements "When $MA (Mastercard) moves $1bn in stablecoins in a single quarter something structural is afoot. XX% of Fortune XXX firms are now building blockchain initiatives Stablecoin volumes topped $27.6tn in XX months surpassing Visa and Mastercard $JPM (JPMorgan) handled $500bn in stablecoin transactions H1 2025 post-GENIUS Act green light Regulators are attempting stylecorporates are going for substance. Forecasts suggest XX% Fortune XXX adoption by 2026. Treasury desks will never be the same. If finance is a game of musical chairs stablecoins may be the new seats. Full breakdown awaits:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949597191812575457) 2025-07-27 22:26:06 UTC XXX followers, XX engagements "15% tariffs on EU imports and billions in mandated energy buys: the new US-EU trade deal doesnt just shuffle supply chainsit all but packs the bags for them. Winners $NVDA (NVIDIA): XXX% YoY revenue surge with $1bn pledged to US manufacturing $AMD: XXX% data centre growth now the local hero in chip procurement $TSLA: XXX% leap in energy storage sales suddenly more welcome on home turf $PLTR: defence demand set for a lift from compulsory EU military shopping Risks remain of coursethink retaliatory tariffs and currency swingsbut Wall Streets upside calls have rarely sounded so confident. Read"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949648529460240412) 2025-07-28 01:50:06 UTC XXX followers, XXX engagements "A $XXXX trillion handshake and Europes buying American. $750bn in US energy exports ($XOM $CVX) as EU shifts away from Russia $X trillion in defence contracts with $LMT and $NOC orders surging $600bn EU investment into US AI and chips $NVDAs Q1 revenue up XXX% Intels EU share now XX% Winners: American exporters. Losers: old alliances perhaps. The next move is Europes tariffs homegrown industry or both Full story numbers and the uneasy undertones here:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949776513923969262) 2025-07-28 10:18:40 UTC XXX followers, XX engagements "🌟 Hims & Hers reports an impressive XXX% revenue growth in Q1 2025 hitting $586M. Subscriber numbers jumped XX% to 2.4M. What's driving this surge 🍃 Bold expansion plans include acquiring ZAVA and exploring the Canadian market by 2026. Management aspires to $6.5B revenue by 2030 but high short interest signals investor scepticism. With its strong performance and ambitious targets $HIMS is a stock to watchbut could the high short interest indicate a bumpy ride Dive into the full analysis:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1944866357721407564) 2025-07-14 21:07:28 UTC XXX followers, XX engagements "Markets bracing for calm or just bored of waiting Fed set to pivot on XX July with consensus staring down a 25bp cut as inflation cools to XXX% YoY. S&P 500s at 21.5x forward earnings pricing in zero margin for error. US 10-year yields already slipped to XXXX% since April. GDP forecast XXX% for Q2. Up but not exactly fireworks. Payrolls: expect 185k wage growth still outpacing prices. Dollar soft oil dithering equities nervy. FOMC can move rates. Powells words will move everything else just ask July 2023. Cut now or second-guess the data roulette Scenario analysis never felt so fraught. If"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949412269554585681) 2025-07-27 10:11:18 UTC XXX followers, X engagements "A bipartisan Epstein files push is ramping up and the Streets barely pricing in the risk. $JPMorgan Chase and $Deutsche Bank have already paid out over $365M for legacy links but compliance costs keep rising and were not done yet. Q2 2025 shows net income growth sure but legal reserves and regulatory chatter are quietly expanding. If new disclosures surface expect more than a 1-week blip litigation tails here tend to wag the dog. Wealth management private banking and asset managers all face higher baseline risk (and costs) for years. Financial sector trust is hard won easily lost. The"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949527055281832433) 2025-07-27 17:47:25 UTC XXX followers, XX engagements "Profit or just signals in the noise $ZETA posts Q1 revenue +36% YoY its 15th straight beat. The AI pitch impresses. EBITDA margins Targeting 20.6%21% for 2025. Thats no moonshot when $CRM and $ADBE are circling. Cash pile: $364m. Share buybacks quietly kick in. Yet with GDPR and CCPA creeping closer datas looking less like an endless buffet. Augusts Q2 call will be the real reveal. Can Zeta balance breakneck growth and tightening margins or is it just another brisk climb before the breathlessness sets in Not quite a done deal"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949352747230228932) 2025-07-27 06:14:46 UTC XXX followers, XXX engagements "Six-figure salaries used to buy a view. In San Francisco they now qualify you for help. $109700 in San Francisco or Marin is officially low income In $AAPL and $GOOGLs backyard Santa Clara the cutoff rises to $126900 National average: $67800. So much for middle class optimism Migration follows the money out. And the rest fill in boxes for affordable housing one waiting list at a time. Read the full anatomy of the absurd:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949801209985896786) 2025-07-28 11:56:48 UTC XXX followers, XX engagements "$ETH: Daily trades up so are projections. Price target $6k$8k by 28if upgrades and ETFs dont trip. Q2 2025: $3250. TVL $85bn. Prague-Electra upgrade set to boost throughput XX% end of year. ETF flows hit $12bn since January mirror $BTC XX run. DeFi lending up XX% YoY NFT volumes holding at $2.5bn/quarter. Macro winds help but MiCAs already clipped XX% of European activity. Rival blockchains $SOL at 2500 TPS but ETH owns the devs4000+ active projects. Consensus XX% of institutional money now bets $ETH outpaces $BTC through 2028. Sharp rally sharper scrutiny. Fair value now or is that runway"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949432870855934385) 2025-07-27 11:33:09 UTC XXX followers, XX engagements "Valuations light volumes heavy. $V $MA $PYPL trading on 1517x forward earnings well under their 5-year norms. Robust Visa posts XX% revenue growth in Q3 2025. Mastercard: cross-border up 18%. PayPal: $403bn total payment volume +11%. But Europes $ADYEN commands 25x30% revenue growth breezier rates and less regulatory fog. US peers trail: Block at 14x even with a surprise XX% uptick. Apply 18x and targets liftVisa at $XXX Mastercard $XXX PayPal $XX. Theres your 1218% upside if forecasts stick. Fraud up XX% FX a headwind DOJ circling. Still historic multiples argue for a re-rate if growth"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949460465911820288) 2025-07-27 13:22:48 UTC XXX followers, XX engagements "Margins up nerves still on edge. Net margins for $AMZN $MSFT $GOOGL push XX% to XX% in Q2 2025sounds tidy mostly thanks to cloud scaling and some overdue cost discipline. But is the next percentage point so easy - $AMZN AWS: XXXX% up from 13.9%. - $MSFT Azure: XXXX% now giving CFOs a reason to smile. - $GOOGL Cloud: 15.9%. - Wage inflation in tech Still a shadow at XXX% y/y. Regulation and wage creep might yet spoil the party. But with Fed rates at XXX% and fattening margins across the S&P XXX tech cohort operating leverage is suddenly in vogue again. Numbers not noise: Sustainableor a mirage"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949460675568267282) 2025-07-27 13:23:38 UTC XXX followers, XX engagements "You call this progress $TMDX upended organ transplants doubled revenues in a year and still lost a quarter of its value since June. Q1 2025: Revenue $143.5m EPS $XXXX. Both comfortably ahead of estimates. Guidance raised. Yet shares trade at $XXX while DCF says fair value is closer to $XXX. More detail buried here: 2500 transplants last year. Ambitious 10000 in sight for 2028 Margins rising sector sentiment not so much Competition and scale headaches loom Decent case for a medtech re-rate if the next set of numbers (out XX July) hold up. Otherwise just another growth story staring down a"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949383270551929181) 2025-07-27 08:16:04 UTC XXX followers, XXX engagements "Insiders at $UNH (UnitedHealth Group) are buying as the market sells. While the DOJ circles with a Medicare billing probe and the stock trades at XXXX times forward earnings miles below its five-year average of XXXX company brass have quietly bought 110408 shares (USD 33.15m) in the past year Insider buying dwarfs sales: USD 0.45m sold vs USD 33.15m bought Q2 revenue still up: XXX% growth despite cyberattack spill-over Guidance suspended uncertainty elevated confidence apparently intact If nothing else the optics are exquisite. We examine whether $UNH insiders know something the market"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949711692767588772) 2025-07-28 06:01:06 UTC XXX followers, XXX engagements "Feeling flush $MC just posted its steepest Fashion and Leather Goods drop since the COVID grind. A X% organic slide in Q2 2025. Profits off 18%. Analysts Caught off-balance. Blame chilled wallets in China and Japan. 6.6bn H1 profit but still shy of the mark. Demand that once shrugged at recessions is blinking. Contrast sharp: Herms still smiling. LVMH Facing the mirror. See the ruts for yourselftrajectorys clear enough in the chart in here: The last time it was this bad shops were shut. Q3 2024: -5%. Q2 2025: -9%. Thats acceleration not a blip. Luxury immune Apparently not this year. Endless"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1948776290917478842) 2025-07-25 16:04:08 UTC XXX followers, XX engagements "A $300bn jump in a week. Still bullish Top XX stocks now sit at $XXXX trillion as of July 2025. Thats up XX% since late 2023 double global growth triple the concentration headaches. $NVDA $MSFT $AAPL = XX% of the pile. US flags everywhere. Saudi Aramco token outlier. Tech dominates. Macro fundamentals Slightly adrift. Nine out of ten are American. One bad quarter and its not just Wall Street with a headache. The whole $23tn club tech-led priced for perfection. How much higher before someone sneezes and the rest catch cold Still confident"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949118275603800330) 2025-07-26 14:43:04 UTC XXX followers, XX engagements "A XXX% buyback yield from $FI but the share price still lags peers. Capital return is running far ahead of PayPal and Global Payments with free cash flow comfortably footing the bill. ROIC at XXXX% vs WACC XXX% and net debt/EBITDA looks steady. Its a historic high not just for Fiserv but the sector. So strong signalor a quiet vote of no confidence in organic growth Regulatory risk and fintech headwinds havent packed up. For now you get more buyback than the S&P XXX median plus upside if operating momentum holds. Still looks cheapor is the market just watching for the next shoe to drop"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949503683542090229) 2025-07-27 16:14:32 UTC XXX followers, XX engagements "Profit up. Margin down. Still bullish NVIDIAs $30bn Q2 up XXX percent but margins slimmed X points. Hardware isnt enough now. Europes calling the shots thanks to the EU AI Act and a 12.4bn AI startup haul in H1. Enter $NBIS. Q2 revenue $92m up XXX percent. Market cap tripled in a year. Still burning cash but losses halved. Betting on AI-native infrastructure not just more GPUs. Crunch point: $NVDA trades at XX times forward earnings. $NBIS at XX. Outcome-based AI over rack-stacking. Geopolitics and power prices loom TSMCs chip delays biting XX percent of supply. But growths tilting: Europe"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949465743235371098) 2025-07-27 13:43:47 UTC XXX followers, XXX engagements "Gravity doesnt care how bullish you are. $ASTS up XXX% YTD. Deutsche Bank wants $XX per share while consensus sits at $XXXXX. The catch Still pre-revenue. Market cap a tidy $19.6bn as of July. Satellite shipments in motion spectrum filings stacking up but not a penny booked. Key carrier deals inked but remember Iridium circa 2001 Band XX spectrum app: lucrative if it lands. Or just more paperwork. $250$300m revenue forecast for 2026 if (and only if) launches are flawless. Full Q2 numbers arent out. The mood: euphoria with a dash of altitude sickness. Satellites may reach orbit. Valuations"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949206801158639732) 2025-07-26 20:34:50 UTC XXX followers, XXX engagements "Washington just slapped a XX% tariff on most EU goods and Brussels blinked $XOM $LNG: US energy exporters score with the EU now locked into $750bn energy buys German autos reel: $VOW.DE $BMW.DE face rising costs as EUs $229bn goods surplus goes under the scalpel US LNG already makes up XX% of Europes imports in 2025 and rising Europe narrowly avoids a XX% tariff but finds itself paying a different kind of premium. Full story and stats here:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949613590308081685) 2025-07-27 23:31:16 UTC XXX followers, XX engagements "Too much optimism too little margin of error. The proposed US AI plan aims for domestic compute energy independence and ironclad data sovereignty with promises of a USD X trillion infrastructure surge. Big numbers but not without friction: $NVDAs XX% fabrication growth in Q2 2025 still lags demand and $NEE has scaled renewables by over XX% since 2020 yet energy strain only grows. Insider sales at $NVDA Over USD XXX billion since 2020 but barely a dent in supply. Geopolitics and inflation lurk and history whispers that not all stimulus becomes capacity. Still capital is piling in: S&P XXX tech"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949492745879335145) 2025-07-27 15:31:05 UTC XX followers, XX engagements "Margins up but $INTC still trailing. Foundry revenue Up XXX% in Q2 2025 yet total sales barely budged. Microsoft chips locked for $15bn sounds good but AMD and Nvidia arent exactly losing sleep. 😬 Gross margin at XXXX% higher but still a gap to $TSMC. AI push: Gaudi3 launches $500m in revenue this year if all goes well. Ohio fab delayed stock down XX% in a market up 18%. Geopolitics and supply risk linger even as CHIPS Act funds roll in. Is ambition enough or just another Intel recovery pitch dressed up for July earnings Numbers slice deeper here: Still betting on a turnaround"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949460467438461191) 2025-07-27 13:22:49 UTC XXX followers, XX engagements "Margin clears. Certainty doesnt. FOMC odds at XX% for a 25bp cut CPI now just 2.3%. Yet wage inflation hasnt clocked out3.8% up year-on-year. Bonds sniff dovish. Equity Still twitchy. Meanwhile $MSFT $AAPL $AMZN $META line up to confess. Growth rates all softer than last summer. Azure clings to XX% but Apple cant shrug China. Eyes mostly on AWS16% pace slowest in years. Margins pinched multiples stretched Nasdaq already up XX% YTD. Tariffs back in whisper mode. Trump-EU talks channel XX dj vu agriculture and energy in the crosshairs. Brent $XX VIX at XXXX utilities up 8%. Defensive rotations"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949435881187594556) 2025-07-27 11:45:07 UTC XXX followers, XX engagements "Earnings call timer: +45 minutes. Not for damage control but optics. 😬 $UNHs reinstated CEO Stephen Hemsley keeps the stage on XX July likely to reassure after the Change Healthcare hack not confess to a miss. Forward guidance for Q2 2025 Still strongrevenue seen at $98.5bn EPS $XXXX. Margins holding shorts flat at 0.8%. Markets barely blinked. Peers like $HUM feeling the pain but $UNH up X% YTD trading near $XXX. Sectors watching Hemsley spell out AI fixes and cost controlsno panic just management theatre. Options market snoozing puts/calls at XXXX. Valuation at a plain 20.5x earningshardly"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949451726647415220) 2025-07-27 12:48:05 UTC XXX followers, XXX engagements "A $4.2bn question: when is profit not really profit $VEEV fans are watching net income surge. But under the bonnet interest income from that cash pile is pulling much of the weight. In the last year XX% of earnings came from parking money not selling software. Forward P/E XXXX. Strip interest out it jumps to XX. Core growth: subscription up XX% but are shareholders rewarding a software firm or a hedge fund Capital allocation lets say: cautious to the point of idle. Market cap pushing $47.8bn XX% operating margin yet rivals buy build or reinvest. Veeva sits on its hands and pockets the yield."  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949139579732111842) 2025-07-26 16:07:43 UTC XXX followers, XX engagements "Robinhood's staggering XXX% rise in Q2 2025fluke or genius 🤔 Key points: $HOOD Q1 revenue soared XX% to $927M with net income up XXX% to $336M. Strategic expansion: Acquired Bitstamp and moved into Europenew revenues beckon Risks Oh just minor things like overvaluation and market volatility. With analyst price targets already surpassed is $HOOD a runaway train or a calculated bet Find out more: Who knew trading could be this thrilling Or risky"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1946213318839910726) 2025-07-18 14:19:48 UTC XX followers, XX engagements "Did anyone order a $375B mystery with their AI $PLTR now sits ahead of $HD and $BAC on the leaderboard. Up X% in a day top XX by US market cap as of July 2025. Defence contracts AI buzz and for now rock-solid narrative. P/E North of XXX. Market cap up nearly 9x since Q4 2023. Investors paying for tomorrows miracles not todays reality. So why the rush upscale Defence budgets and data fever. Revenue up XX% year-on-year for Q2 sure but $PLTR still trades at 18x sales and nearly twice $PGs 2025 earnings premium. All of which makes this blog an interesting read: Gravity still applies apparently."  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949062471886471276) 2025-07-26 11:01:19 UTC XXX followers, XX engagements "Unravelling $VVOS: A promising contender in the sleep-disordered breathing market. With a focus on non-invasive oral appliances for OSA and snoring $VVOS aims to challenge giants like $RMD. 📈 Key highlights: Market potential: The sleep apnea device market is projected to hit $X billion by 2030 with a CAGR of 6.8%. Q1 2025 revenue reached $3.02M but fell short by XXXXX% against estimates. Yet product sales grew 8%. Cost measures: Operating expenses down by X% but liquidity remains a concern. Risks: Liquidity regulatory hurdles and competitive pressures loom large. Should investors sleep easy"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1944831880924221830) 2025-07-14 18:50:28 UTC XXX followers, XXX engagements "Averting a full trade war was meant to bring calm. Instead $VOW3.DE (Volkswagen) $BMW.DE (BMW) and $MBG.DE (Mercedes-Benz) now face XX% tariffs on US exportsup from 2.5%raising costs by up to $7500 per vehicle and threatening European margins. EU auto exports to the US: $60bn in 2024 US household impact: estimated $1300 annual rise in import costs Winners $F (Ford) $GM (General Motors) and $XOM (Exxon Mobil) all stand to gain as the EU pledges more US energy purchases So calm it almost looks like cold economic war in a different suit. We unpack market signals and the real risks lurking under"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949566485099073899) 2025-07-27 20:24:05 UTC XXX followers, XX engagements "Buybacks accelerate. Growth doesnt. 😬 $PYPL spat out $1.6bn free cash in Q2 2025 squeezing a XX percent margin from digital payments that cost less to run than to pronounce. Operating model stays lean. Capex a modest X percent of revenue. But the market shrugs pricing the stock at just 14.5x fwd earningspeers like $SQ and Adyen fetch double. Total payment volume Up X percent over last year but thats a step down from XX percent. Competition eats at the edges. Still $2.5bn bought back in H1. Share count down X percent. At this clip EPS growth gets a mechanical boost even if revenue stalls."  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949460476049444910) 2025-07-27 13:22:51 UTC XX followers, XX engagements "How overvalued is too expensive these days Or has caution become pass $GOOG revenue up XX% in Q2. But forward P/E sits at XXXX. $ASML Cash flows doubled since 2019 yet supply chain jitters are weighing. $UBER bookings jump XX% but analysts remain twitchy. Meanwhile $NFLX and $COST trade like the futures already here. $AMZN offers upside if you can stomach the premium. Speculative See $ZETA and $DAVE: EBITDA projections look heroic but scale and volatility say otherwise. So wheres the real value hiding amid the froth Recent figures and a full table of metrics here: Still think quality alone"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1948928904208548064) 2025-07-26 02:10:34 UTC XXX followers, XX engagements "Margins expand. The currency doesnt. 😬 $MELI Q2: net revenues up XX percent to $5.2B driven by XX percent GMV growth. Operating income up XX percent EPS lands at $XXXXX. But Argentinas peso shaved XX percent off the top line. Still free cash flows $1.1B quietly robust. Guidance: full-year GMV gains of 2530 percent EPS seen up XX percent to $XXXXX. Investors get a forward P/E of 45x justified says the narrative by growth that laps rivals. Brazil and Mexico now XX percent of GMV. But fintechs margin outpaces commerce and Amazons nibbling at Brazils market share hasnt gone unnoticed. Currency"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949460666382766211) 2025-07-27 13:23:36 UTC XXX followers, XX engagements "Sustained optimism selective euphoria but not for everyone. US equities keep climbing with $AVGO Broadcom $JPM JPMorgan Chase and $CAT Caterpillar all notching 52-week highs. S&P XXX up XXXX% YTD Q2 earnings growth at XXX% (FactSet) XX% of reporting firms beating EPS forecasts Technology leads Broadcom revenue up XX% AI still the magic word Still the VIX sneaks higher and Brent crude rises as the world outside Wall Street refuses to play along. The market is confident but only on its best behaviour until something breaks. Full story and stats here:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949585357957107732) 2025-07-27 21:39:05 UTC XXX followers, XXX engagements "Margins widened. Confidence didnt. 😬 $TMDX drops XX percent in six weeks. Q2 2025 revenue Up XX percent to XXX million dollars. OCS sits at XX percent market share. Utilisation: XX percent rising. Aviation logistics up XX percent now flying organs for XXX US centres. Payers getting tight: Medicare covers just XX percent of OCS use down from XX percent last year. Competition circling. Capex chills bite. Yet discounted cash flow pegs fair value at XXX dollars per share. Thats a XX percent upside from here if growth holds. Sector peers $ABMD $ISRG trading at punchier multiples. But how much"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949429127733289416) 2025-07-27 11:18:17 UTC XXX followers, XXX engagements "The tariff clock is ticking but few in $AAPL $WMT or Detroit seem amused. From X August 2025 US tariffs hit Chinese Canadian and Mexican imports while EU goods get a brisk XX percent flat rate. Annual cost for the average US household Up by $1300. $WMT already reports X percent higher costs in Q2 bracing for more Automotive and consumer sectors warned: XXX percent cost spikes $AAPL shifting XX percent of its production out of China not a sentimental move Goldman expects a XXX percent drag on US GDP and sentiment Lets call it cautiously fatalistic. Supply chains dont vote but they do run for"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949585899487941117) 2025-07-27 21:41:14 UTC XXX followers, XXX engagements "Ready for a 25bn question What happens if August arrives but the US-EU handshake doesnt. X August 2025: XX% US tariff threat on EU imports. Less than XXX hours. Automotive (48.6bn) Pharma (62.1bn) Agri-food (24.3bn) exports on the line. Last heard: compromise rumoured at XX% but nobodys popping champagne. EU not bluffing. Retaliation mapped on 93bn of US goods. Euro Stoxx XX up XXX% this week. Hardly euphoria. Volatility everywhere you look. The cost At worst 14.6bn for EU automakers alone if tariffs top out. More than double the current rate. Last time they squabbled average tariffs were"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1948910408728822100) 2025-07-26 00:57:05 UTC XXX followers, XX engagements "Selective euphoria or the start of a broader rally July saw $AVGO (Broadcom) $NET (Cloudflare) $JPM (JPMorgan Chase) and $CAT (Caterpillar) notch fresh 52-week highs while large swathes of the market remain notably indifferent. $AVGO up XX% YoY riding AI and data centre waves $JPM assets: $XXX trillion stock +25% Industrials buoyed by infrastructure yet consumer discretionary refuses to join the dance S&P XXX up XX% YTD but momentums hardly universal. The real story as ever is in whats not moving and why. We unpack the key shifts (and whos being left behind) here:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949585655362641967) 2025-07-27 21:40:16 UTC XXX followers, XXX engagements "Evolution AB's big bet: a 500M share buyback in 2025. Will it boost shareholder value or is it a smoke and mirrors act 🤔 Q2 revenue up XXX% but Europe faces a XXX% drop. Impressive EBITDA margin of 65.9%clearly running a tight ship. Is management signalling confidence or just covering cracks Dive deeper into the implications of this bold move and what it means for $EVO's future. Catch the full analysis at"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1947212309241188433) 2025-07-21 08:29:26 UTC XXX followers, XX engagements "A XX% tariff headline but mutual investment tells the real story. EU avoids a XX% US tariff cliff by pledging up to $600bn into American infrastructure and tech plus $150bn for energy and $200bn for defence procurement. $LNG names like Cheniere Energy are already feeling the tailwind up XX% YoY on European demand. $LMT and $BA see an order pipeline that could double US arms exports to Europe. S&P XXX climbed XXX% this week with investors breathing easier for now. But EU has EUR 93bn of retaliatory tariffs prepped if this dtente falters. Average US household faces up to $1300 extra per year if"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949530747670343990) 2025-07-27 18:02:05 UTC XXX followers, XXX engagements "The US hits Chinese graphite with a whopping XXXX% tariff shaking up the energy storage sector. A massive opportunity for American manufacturers or just chaos in disguise Key points: Eos Energy $EOSE a zinc-based innovator saw a XX% revenue jump in Q1 2025 backed by a $23m grant. Zinc is now the cool kid on the battery block. Fluence Energy $FLNC has a XX% revenue rise in Q2 2025. Can their domestic focus shield them from tariff tremors The real twist Tariffs may turn supply chains into puzzles. But isn't a challenge just an opportunity wearing a trench coat Are domestic firms favoured to"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1945912730700919065) 2025-07-17 18:25:22 UTC XX followers, 3353 engagements "Is $SPY quietly bracing for a policy reset nobody priced in Voter sentiment just clocked a 35-year low for Democrats. In Julys WSJ poll XX% give the party the thumbs down. Underlying economy XXX% GDP growth XXX% unemployment. The narrative on Main Street: inflation wont let up discord in the ranks and the culture wars still running hot. Policy headwinds swirl. Infrastructure and renewables suddenly vulnerable. Sectors like $TSLA and $NEE Watching nervously. Midterms still a year off but the risk premium is back. On full display here: Unfavourability at Clinton-era levels. Unlike the 90s this"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949247377337942235) 2025-07-26 23:16:04 UTC XXX followers, XX engagements "A billion here a billion there but who's counting 😬 $NVDA insiders have sold over $2.1bn since 2020 but its more of a feature than a bug. Most of its systematic10b5-1 plans ticking along while the stock rocketed XXX percent. Q1 2026 sales hit $850m dwarfing $450m last year. CEO unloading Roughly $700m since 2024. The P/Es now XX market cap north of $3tn but EPS climbed XX percent past consensus last quarter. Peer check: $AMD insiders shifted $1.2bn $AVGO $1.5bnimpressive but still trailing in both cash and percentage. No contested filings just risk managed at scale. Blog context cold stats:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949473236355281085) 2025-07-27 14:13:33 UTC XXX followers, XX engagements "A $XXX billion EU energy buy and $XXX billion investment headline sounds like fireworks for U.S. LNG and infrastructure. But a uniform XX% tariff on EU goods Less celebratory for U.S. importers eyeing the bottom line. Cheniere Energy just got another growth lever. S&P XXX Energy popped XXX% on the news with ExxonMobil and Chevron rallying in sync. Volumes to Europe could double by 2027 if the projections actually land. Still tariff friction and EUs Carbon Border rules aren't footnotes. XXX billion in contracts only matter if execution (and geopolitics) cooperate. That optimism in the energy"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949533401561641042) 2025-07-27 18:12:38 UTC XX followers, X engagements "Liberty Broadband: The Contrarians Dream or Just Dodgy Discount Liberty Broadband $LBRDK offers a levered play on $CHTR yet trades at a whopping 30%+ discount to its net asset value. Why does it remain undervalued Holding company woes or hidden opportunities $CHTR is losing broadband subscribers due to fierce competition with FWA providers. But could their woes spell fortune for the savvy investor US Senator John Hickenloopers recent purchase of $LBRDK shares signal deep value lurking beneath the complex structure. Could Libertys legendary financial wizardry close this discount gap Delve into"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1943745975727624342) 2025-07-11 18:55:28 UTC XX followers, XX engagements "The payments industry is abuzz with the duel between DLocal $DLO and Adyen $ADYEY. Both giants but with starkly different strategies: DLocal's strength Hyper-localised payment solutions in over XX emerging markets boasting a XX% revenue growth. Adyen They target 30+ developed markets with a unified platform illustrating scale with XXXXX billion in transaction volume. Yet while Adyen eyes emerging markets could DLocal's competitive moat face a challenge Their business models are complementary for now but overlap may soon change the game. Curious about who might emerge victorious in capturing"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1947386422689689799) 2025-07-21 20:01:18 UTC XX followers, XX engagements "Rising net interest income at big banks. But whos really counting on fees any more Q2 2025: $BKU net income up 18%. NIMs nudging 3%. Lending books ballooning. Commercial and CRE loans the new flavour. $CATY guiding XXXX% NIM this year. The catch Non-interest revenue still stalling. For smaller players optimisms feeling a bit forced strong lending stats but revenue misses. Meanwhile fintech-fuelled lenders quietly lap up niche markets. Margins rising credit risk rising with them. Discipline or dj vu Half the year left. Lets see who blinks first"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949151244003446793) 2025-07-26 16:54:04 UTC XXX followers, XX engagements "Global travel's bouncing back and $SABR might just be your ticket. 🚀 With its Hospitality Solutions segment gone Sabre is set to soar with opportunities in supply chain simplification and margin expansion. Key nuggets: Global travel tech market being reborn aiming at $50B. IATA predicts air traffic at XXX% of 2019 levels by 2025. NDC's growing wings with a targeted XX% share by 2026. Sabre's GDS could capture XX% of 2024s revenue pie. Risks Sure from economic squalls to competition in the GDS space. But with robust deleveraging efforts the upsides enticing. Valuation tables might raise"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1944121707091922999) 2025-07-12 19:48:29 UTC XX followers, XX engagements "Triple-digit returns used to be the stuff of market fantasy. Not in 2025. $MP (MP Materials) $OKLO (Oklo) $PGY (Pagaya) and $HOOD (Robinhood) have each soared over XXX% YTD outpacing both the $SPX and the Nasdaq by a margin that ought to raise eyebrows as well as portfolios. $HIMS posted Q2 revenue up XX% year-on-year $PLTR (Palantir) clocked XX% growth with AI buoyancy firmly in the sails Even ARK Innovation ETF looks like its taking the stairs compared to these names The fly in the ointment Valuation multiples have become a contact sport and regulatory shadows loom over fintech and rare"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949775768457769323) 2025-07-28 10:15:42 UTC XXX followers, XXX engagements "Trade war fears recede but not all frictions are gone. US-EU deal slices tariffs on machinery and chemicals saves the auto sector from a XX% shock and nudges EU exports up X% for H2. At the same time the 90-day China tariff pause keeps electronics supply chains steady and hands the US a forecast X% GDP pop for Q4. Equity markets cheered but domestic producers may still feel the strain. Sentiment is upbeat. Geopolitics Still quietly simmering in the background. Fair value or just relief rally"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949527064228360404) 2025-07-27 17:47:27 UTC XXX followers, XX engagements "Margins stretched multiple still flat. $GMGI sitting at a 1x forward sales while guidance teases $200m for FY2025. Brazils doors just opened high-margin raffle segment quietly propping up growth. But with 100+ operators eyeing the same pot and integration costs for MeridianBet up XX% in Q1 markets not biting. Peers $DKNG trading at 4.5x $FLUT at 3.2x. GMGI still in the bargain bin. Gross margin: trailing 35%. Revenue ramp: $11.8m Q4 2023 to $38.2m Q1 2025. Outlook: analysts whisper $XX target. Execution risk hasnt left the room. Regulatory fog in Europe lingers. Still confident"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949428103245111444) 2025-07-27 11:14:13 UTC XXX followers, XX engagements "Evolution AB: Impressive growth puzzling lag Despite $EVO's robust XXX% revenue rise and XX% EBITDA margin shares still sit XX% below their 2021 peak. 🤔 Margin pressure: a slight dip yet still world-class. Regulatory hurdles or a clever moat Evolution may just be playing the long game. With a quieter valuation North America beckons as a key opportunity. Is the market missing the forest for the trees Dive deeper into this fascinating dislocation. Explore here:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1943151784194621668) 2025-07-10 03:34:22 UTC XX followers, XXX engagements "Academy Sports & Outdoors ready to tackle growth Despite short-term margin issues $ASO is expanding stores and focusing on e-commerce and private labels for long-term gains. Key highlights: US sporting goods market at $120B with $50B in ASOs segment. 20-25 new stores each year targeting 150+ in total. Private labels like Magellan Outdoors boost profit margins. Challenges Yes competitive pressures and consumer spending shifts could impact. But with a 12-month price target of $XX opportunity knocks for investors. Is ASO underpriced at 9.8x forward P/E Dive into our analysis to find out. The"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1943336892558107036) 2025-07-10 15:49:55 UTC XXX followers, XX engagements "Netflix's financial tightrope act: despite a XX% revenue spike in Q2 to $11.08B and beating EPS estimates with $XXXX $NFLX shares fell. Why Investors crave sustainable growth not currency-led gains. 📉 A few intriguing tidbits: 2025 revenue forecast revised upwards to $44.8-$45.2B thanks to a weaker US dollar. Profit soared with a net income of $3.13B yet the stock slid. Subscriber growth remains pivotal though exact numbers are now elusive. As the streaming heavyweight juggles currency benefits and user growth the market waits for organic momentum. Will Netflix's global strategy maintain its"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1947670449380356229) 2025-07-22 14:49:55 UTC XX followers, XX engagements "Collegium Pharmaceutical's rise in the specialty pharma sector is worth attention. 🎯 $COLL is set for a XX% upside with a target of $XXXXX. Here's a taste of how: Despite trading at a discount COLL boasts strong cash flow and growth potential. The pain management market is XX billion in size and growing at XXX% annuallyageing population and non-opioid solutions in play. Xtampza ER and Jornay PM lead their diversified portfolio offering strategic advantages. The ongoing share repurchase program sweetens the deal. Risky business Of course with opioid litigation and generic threats. But if COLL"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1943306877355335876) 2025-07-10 13:50:39 UTC XX followers, XX engagements "Margins narrowing robotaxis widening the story. Is $TSLA trading its battery for a crystal ball Q2 net income down XX% operating margins halved in a year. FSD Now XX% of new cars up from 15%. Energy storage doubled softening the blow. California ride-hailing rollout edges $TSLA closer to software money. Supervised autonomy only for now. Disengagements dropping but Waymos still slicker. Analysts split: software margins could top XX% if and only if the humans step aside. Stock off XX% YTD. Forward P/E at XX a dare compared to $NVDA and $AAPL. Premium for promises not prints. Robotaxi dreams"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949428101416448267) 2025-07-27 11:14:12 UTC XXX followers, XX engagements "$PLTR: Margin up. Debt Not a penny. 😬 Cash pile hits $5.4bn by end Q2 2025 no leverage in sight. Thats XX% higher than six months back and well ahead of $SNOW or $DDOG neither of which escaped debt traps. Growth isnt shabby XX% YoY revenue with commercial sales jumping 33%. Adjusted op margin 34%. Compare Snowflakes (-25%) theres that sting. But no fairy tale: XX% of revenue still rides on volatile government budgets and trading at 22x forward sales doesnt leave room to stumble. AI ambitions are loud but the balance sheet whispers restraint. Some are eyeing M&A but so far share buybacks"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949428066519806425) 2025-07-27 11:14:04 UTC XX followers, XX engagements "A hard tariff deadline rarely survives first contact with diplomacy. From X August 2025 the US implements baseline XX% import tariffs with $EU and $JP facing XX% $CA at XX% $MX at XX% on non-USMCA goods. Projected fiscal boost: $2.5tn by 2035 But: unemployment up 0.5pp 641000 jobs lost Trade-weighted average: now XX% for many partners EU and Japan saw last-minute cuts after public brinkmanship Negotiating tactic economic gamble or both The lines are as blurred as the deadline is fixed. Full story and stats here:"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949585644780487115) 2025-07-27 21:40:13 UTC XXX followers, XX engagements "Is new supply an afterthought Since January $BTC demand from institutions has outpaced fresh issuance X to X. ETF inflows topping $20bn in 2025 while miners handed over just 300k new coins. Halving didnt exactly slow them down. $ETH not far behind. Post-ETF launch in May nearly 2.8m Ether scooped up with under 600k minted. Ratio XXX to one. Markets maturing but supplys not playing catch-up. $BTC YTD market cap: $1.8tn up 50%. $ETH: $550bn up 40%. Volatility cooling but the powder kegs in the numbers. Risk lingers: SEC eyes on staking green concerns for miners. Yet corporate treasuries arent"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949472858440089903) 2025-07-27 14:12:03 UTC XX followers, XX engagements "Ever thought technical charts were just random lines Think again. Onto Innovation's ($ONTO) recent price action tells a different story. In late 2023 $ONTO hit its XXXXX Fibonacci level a classic buy signal rallying to all-time highs. Was it technical wizardry or astute business acumen at play Advanced packaging & specialty semiconductors are the fuel driving $ONTO's engine with markets forecast to surge by XX% annually until 2028. A niche player or simply ahead of its time Forward debate: Can $ONTO's unique focus shield it from the WFE market's cyclicality With its strategic tech edge could"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1943364510288388379) 2025-07-10 17:39:39 UTC XXX followers, XXX engagements "Margins deepen. Moat does too. Temus Q4 buzz fizzledUS actives halved in six months. Amazons holding steady Prime retention still cruising past XX percent. $AMZN XX% sales bump Q2 scale flexed with $50bn in annual capex. $PDDs effort Capital outlay jumped XX percent but its still spare change in this race. Price alone wont disrupt Primes stranglehold. Amazons buy box keeps sellers loyal even as Temu dangles lower fees and wild discounts. Cross-list on both lose your Amazon edgepenalties sneakier than the price cuts. PDD still trades at a hefty discount forward PE XX vs Amazons XX. But user"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949445403369157068) 2025-07-27 12:22:57 UTC XXX followers, XX engagements "Dry powder still piles up but conviction is missing in action. Median late-stage valuations have dropped by a third since Q4 2021. Cash returns (DPI) lag LP enthusiasm cools and IPO doors remain firmly shut. The AI boom offers a selective escape but it is only masking the bottleneck elsewhere. More rigour less FOMO. Founder-friendly Not this cycle"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949503418638233933) 2025-07-27 16:13:29 UTC XX followers, X engagements "AI is breaking into the living room but appliance margins arent following just yet. $6690.HKs humanoid leap puts CNY 12.3bn in R&D to work with robotics set to nudge XX% of revenues by 2028 if market adoption plays along. Shares at HKD XXXXX look modest against a 15.26bn USD global robot market by 2030 but P/E of XXXX trails $000333.SZ and $000651.SZ. Quietly: execution risk and cost curves remain stubborn even as Chinas policy winds turn AI-friendly. Smart home optimism runs high earnings do too (for now): +7.2% revenue +9.4% profit for 2024. But competition isnt stationary and Unitrees"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949523954424516873) 2025-07-27 17:35:05 UTC XXX followers, XX engagements "A multi-billion-dollar energy handshake yet the devils in the approvals. The EU signs up for USD 750B in US energy plus another USD 600B funnelling back into US infrastructure. Cheniere Energy adds XX% in a single week the S&P XXX Energy Sector stretches past the broader index and Henry Hub gas is suddenly eyeing a XX% price climb by 2027. But the inks wetratification risk is high and Europes love affair with US LNG might look fickle once regulatory and climate anxieties bite. $LNG Cheniere $XOM ExxonMobil $NEE NextEra: all in the spotlight. Link: Still bullish or is this the high-water mark"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949528553239834719) 2025-07-27 17:53:22 UTC XX followers, X engagements "Nearly XXX% up and counting. Still feeling confident $MP and $OKLO have rocketed in 2025 +298% and +255% YTD. $PGY not far behind at +239%. Sobering to see $HOOD and $ASTS cracking XXX% without much fuss. The catch Quarterly revenue for $MP up just XX% while $QS delivers XXX% with well not much resembling revenue at all. New money chases nukes fintech space telecom. Retail sentiment Euphoric. Fed hints at rate hikes in Q4 for those keeping score. $PLTR and $HIMS quietly growing into their shoes. Nuclears in vogue but macro risks are circling. Its all here before the music stops: Triple-digit"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949065467336823025) 2025-07-26 11:13:13 UTC XXX followers, XX engagements "Cost base climbing. Conviction climbing faster. 😬 $META poured $35bn into capex over the last XX months up 25%. Q2 2025 opex $23.5bn. Margins edged down to 38%. AI headcount still swelling. Open sourcing with Llama keeps rivals on their toes but few free lunches at this scale. Reality Labs: $1.2bn revenue $4.5bn in losses. Peers arent exactly napping. $GOOGL DeepMind R&D up 18%. $MSFT just threw $15bn more into the AI pit. Growth is realads up 22%but discipline looks set for a longer test. Capital intensity meets investor patience: Still confident this pays off"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949471454388482157) 2025-07-27 14:06:28 UTC XXX followers, XX engagements "Too much optimism too little margin for error. The USEU tariff cut puts a tailwind behind Cheniere Energy and ExxonMobil with LNG export volumes forecast up 2030% by 2030. $LNG's European contracts already drive XX% of revenues while $XOM posted a XX% export jump in Q1 2025. But Brent is still volatile at USD XX per barrel and Europes green push may cap fossil gains sooner than the models admit. Carbon border costs now looming at XXX% are an aftertaste few are pricing in. Midstream names like Kinder Morgan and Enterprise Products Partners are also quietly winning but dont overlook regulatory"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949528551704707177) 2025-07-27 17:53:21 UTC XXX followers, XXX engagements "15% across the board the US serves up a uniform tariff on most EU imports ending years of improvisation but raising the stakes for $F $PFE and the rest. EU exports to the US projected down XXX% as automotive machinery and pharma take the worst hit Estimated 0.20.4% bump to US core inflation just as the Fed was feigning composure Volume declines of up to XX% expected for some sectors; US importers and consumers unlikely to send a thank you note Investors now must weigh predictability against cost never a painless equation but at least the rules are finally clear. We unpack who wins who loses"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949540931780170068) 2025-07-27 18:42:33 UTC XXX followers, XX engagements "Europe is chasing digital sovereignty but the energy bill is mounting fast. Investment hit XX% of global AI infra spend in Q2 2025 up from XX% last year. $NBIS surged XX percent QoQ ARR to $310M riding the Blackwell GPU wave and a XX percent customer retention rate. Yet with chip shortages nudging prices up XX percent and data centres eyeing X percent of Europes electricity by 2030 scale is starting to bite. Valuation looks reasonable next to $CoreWeave but the power crunch and geopolitics are nowhere near solved. Still confident in the European edge"  [@whispertickers](/creator/x/whispertickers) on [X](/post/tweet/1949503946394943660) 2025-07-27 16:15:35 UTC XXX followers, XXX engagements
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@whispertickers WhisperTick
WhisperTick posts on X about tariffs, $aapl, msft, $msft the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX +8,431%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +1,500%
Followers: XXX #
- X Week XXX +7.50%
- X Month XXX +2,425%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance technology brands cryptocurrencies currencies automotive brands countries fashion brands social networks exchanges
Social topic influence tariffs #1154, $aapl, msft, $msft, inflation, defence #514, $tsla #332, investment #2707, market cap, doubled
Top assets mentioned Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Cheniere Energy, Inc. (LNG) Alphabet Inc Class A (GOOGL) Exxon Mobil (XOM) Robinhood Markets, Inc. (HOOD) Rocket Lab USA, Inc. Common Stock (RKLB) SPX6900 (SPX) Limitus (LMT) Metadium (META) PayPal Holdings Inc (PYPL) Bitcoin (BTC) Mastercard, Inc. (MA) JPMorgan Chase (JPM) Palantir (PLTR) Uber Technologies, Inc. (UBER) Moderna Inc (MRNA) Convex Finance (CVX) Micron Technology, Inc. (MU) Basis Cash (BAC) Northrop Grumman Corporation (NOC) GM (GM) General Motors Company (GM) MercadoLibre Inc (MELI) Ethereum (ETH) TransMedics Group, Inc. Common Stock (TMDX) Nebius Group N.V. Class A Ordinary Shares (NBIS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Netflix Inc (NFLX) Broadcom, Inc. (AVGO) CatCoin (CAT)
Top Social Posts #
Top posts by engagements in the last XX hours
"$GRAB forecasts up to XX% revenue growth in 2025 bullish if you ignore the price tag. Grab Holdings now sports a price-to-sales ratio of XXX slicker than $UBER but richer than its own average Q1 revenue up XX% year-on-year; adjusted EBITDA set to jump up to XX% Management just issued $1.25bn in convertible bonds and is buying back half a billion in shares confidence or creative accounting Southeast Asias digital boom flatters many balance sheets. Premium valuations often wilt in a strong light. We unpack the reality and the risks here:"
@whispertickers on X 2025-07-28 09:33:06 UTC XXX followers, XX engagements
"Samsung ($005930) lands a $16.5bn contract to build AI chips for $TSLA but the European winners are quietly offstage. $ASML surges XXX% outpacing the tech index as its EUV kit becomes indispensable for Samsungs new foundry push A US-EU pact wipes tariffs on chip equipment handing $ASML and its cohort structural relief just in time for US election theatrics XX% of $ASML revenue is now North American. Investors approve: XX% YTD XXX per share 320bn market cap The chip wars play on TV. The real moneys made in the machinery off screen. We unpack the mechanics and the irony here:" @whispertickers on X 2025-07-28 10:36:50 UTC XXX followers, XXX engagements
"🚀 Why is everyone talking about Rocket Lab's ($RKLB) latest move in space Its all about vertical integration. Under a $515M contract Rocket Lab is designing building and operating XX satellites for the Space Development Agencys T2TL-Beta programme with design reviews already wrapped up ahead of the 2027 target. A XX% YoY growth in space systems revenue in Q1 2025 underscores its strategic shift though profitability remains out of orbit. Vertical integration offers speed and efficiency but also brings risksthink capital investment and the complexities of managing satellite constellations. Can" @whispertickers on X 2025-07-22 01:52:17 UTC XXX followers, XX engagements
"Dutch Bros is stirring up the coffee market frenzy ☕ While $BROS boasts impressive revenue growth (forecasted to remain in the mid-20% range) its not all froth and foam. The real question is: can they maintain profitability amid rising costs Key observations: Revenue has grown XX% YoY in 2024 with a forecast of 23-24% annually. However operating margins dipped to XXXX% highlighting cost pressures. Dutch Bros aims to triple its locations reaching over 7000 stores. Yet the pressure of capital expenditure looms large potentially affecting margins. Can they balance expansion with efficiency or" @whispertickers on X 2025-07-21 20:17:03 UTC XX followers, XXX engagements
"$GOOGL just made $28.2bn in Q2. Not revenue. Net income. Again. Thats XX% up YoY closing in on $100bn+ for a second year running. Google Cloud margin nearly doubled since January. Capex for 2025 now forecast at $85bn. Still hungry. Search and YouTube Unstoppable for now. The catch: regulatory clouds in both DC and Brussels and the bill for all that AI ambition arrives soon. Margins are fat. But when capex jumps by $10bn overnight even a juggernaut gets indigestion. Chart somewhere between awe and anxiety Full breakdown here: Still think the runways endless" @whispertickers on X 2025-07-25 12:29:02 UTC XXX followers, XX engagements
"Looking for a smart investment Consider $CECO. With a XX% upside potential its not your typical stock tip. CECO is riding the decarbonisation wave boasting a record $602M backloga XX% YoY increase 📈 Highlights: XX% YoY revenue growth in Q1 2025 Dominating niche markets with XX% share in acid mist control Expanding in booming semiconductor and hydrogen sectors Why take notice CECOs strategic move into clean energy and semiconductor systems places it perfectly for the future. Yet with supply chain risks and geopolitical uncertainties its not all plain sailing. Whats next Their capacity to" @whispertickers on X 2025-07-10 15:50:03 UTC XX followers, XX engagements
"When everyone else blinked $PDD (PDD Holdings) kept climbing up XX% YTD vs Nasdaqs XX% with Q2 revenue jumping 25%. But the options market is twitching: Daily contract volume up XX% in July Out-of-the-money call open interest surging (USD XXX strike +35%) Implied volatility now XX% well above peers like $BABA Yet the price-to-earnings ratio languishes at XXXX undercutting the sectors XX. Bullish bets jostle with nervous put buyers just as Chinese ADR risks loom. Earnings land soon. If history is any guide volatility has the last word. We unpack the signals the noise and the irony inside:" @whispertickers on X 2025-07-27 22:08:32 UTC XXX followers, XX engagements
"Margins shrank. Pipeline ballooned. 😬 Q2 2025 revenue for $MRNA: down to $241m. Net loss $1.3bn. Yet XX pipeline programmes with X in phase X catch the eye. Infectious diseases still pay the bills. Oncology and cardio push for a futuremRNA-4157 mRNA-0184. BioNTech trails at XX programmes. R&D burn hits $1.2bn but cash piles up at $12.2bn. Shares hover at $XX P/S XXX well off pandemic highs. Consensus sees $4.8bn 2026 revenue but the street stays twitchy. XX% buy ratings up from XX% in January per FactSet. Spikevax lost ground now just XX% US flu share. Write-downs climb competitors circle." @whispertickers on X 2025-07-27 11:18:17 UTC XXX followers, XX engagements
"9.4% up but whose S&P XXX is this Technology and healthcare do the heavy lifting. Energy and utilities Dragging the portfolio back to earth. $NVDA +45.6%. $TSLA +32.1%. $CVX $XOM deep red. $NKE even stumbled. Equal-weight return 5.1%. Mega-cap oxygen tank still strapped on. GDP growth cooling to XXX% in Q2 2025. Inflation XXX% and sticking. $SPX forward P/E jumped to XXXX from XXXX in six months. Cheerful Yes. Balanced Hardly. Valuations at 35x earnings. One decent earnings miss and this mood snaps. Still relying on the same few engine rooms. Portfolio feeling exposed yet" @whispertickers on X 2025-07-27 13:23:05 UTC XXX followers, XXX engagements
"AI isnt just reshaping headlines its rewriting the memory market. $MU Micron Technology sits at the heart of the high-bandwidth memory (HBM) boom: HBM market set to 10x by 2026 hitting USD 45bn Microns HBM3E wins slots in $NVDA Nvidias H200 and Blackwell GPUs Forward P/E at 15.2x: a discount to peers with HBM sales surging Cyclicality and AI capex risk linger. Yet the valuation compared to the story borders on the anachronistic. Complacency is expensive. The case for $MU deserves louder scrutiny we make it here:" @whispertickers on X 2025-07-27 19:14:35 UTC XXX followers, XXX engagements
"A $114bn budget surplus. But at what cost to US business Energy up XX% in H1 2025 manufacturing output climbing thanks to tariffs and a 10-for-1 deregulation order. $AAPL margins Down 2.8%. Retail spending slipping. Median household hit with a $1300 trade tax. EPA scrapped XX major rules since January. Tech and healthcare still clutching their pearls wondering which regulation gets the chop next. Tariffs padded federal coffers and headlines for now. Import inflation bites supplier chaos brewing. Manufacturing job openings up XXX% since Q2 2024 but reshoring short of promises. Everyone selling" @whispertickers on X 2025-07-26 20:25:32 UTC XXX followers, XX engagements
"Short squeezes in a bear market Unlikely bedfellows but not impossible. Q3 2025: Weak demand. Rising costs. Little love for chemicals banks telecoms or utilities. $LYB: -XXX% revenue soft margins. $BAC: Credit losses rise net income off 6.8%. $FYBR: Capex running hot growth tepid. Sentiment Sceptical at best. Options activity flatlining. Social chatter mostly pessimistic. Yet short interest is stretched enough to stingone unexpected catalyst and its a scramble. The rest $IDXX slowing. $WH occupancy slipping. $ASH $CCOI $POR $CAL all catching different shrapnel. If youre wondering where the" @whispertickers on X 2025-07-25 16:55:09 UTC XX followers, XX engagements
"China's suspension of its antitrust probe into $DD's local unit is a strategic move right before US-China trade talks. 🎯 But is it an olive branch or a tactical pause - XX% of US firms in China cite regulatory uncertainty as a top barrier. - $DD makes XX% of its $12.1bn revenue from China. That's a hefty stake Is this a genuine goodwill gesture or just pressure tactics Dive into the complexities and potential outcomes. Its more than just tea leaves and tariffs" @whispertickers on X 2025-07-22 13:59:04 UTC XX followers, XX engagements
"Is $RDW making space boring again Q1 2025 beat on EPS. Market shrugged. Revenue forecast: $392M$464M for FY2025. Thats up as much as XX% year-on-year. Adjusted EBITDA $47M$87M. Suddenly not just a cash-burning hope story. Edge Autonomy now part of the package. Defence exposure non-trivial. $2.3bn market cap in July puts it on 5x6x revenue a baby multiple in this sector. $RKLB holders paying up for sizzle. But space likes surprises. Integration risks. Guidance wobbles. Analyst raise in June but Q2 call looms: any slip and the market wont wait to shoot first. Space isnt for the faint-hearted." @whispertickers on X 2025-07-27 02:20:04 UTC XXX followers, XXX engagements
"Considering investing in the ever-crucial aerospace and defence sector Leonardo DRS $DRS might just be your golden ticket. 🎟 Here's why: Defense budgets are swelling surpassing $X trillion in 2022. Ideal for $DRS deeply embedded in key US programmes. With expertise in naval modernisation and electronic warfare they're riding the wave of increased spending. A robust backlog and consistent revenue growth underpin their financial health. Yet potential budget cuts and increased competition could challenge $DRS's ascent. Intrigued Dive into why were backing this company with a "Buy" rating and a" @whispertickers on X 2025-07-07 09:49:40 UTC XX followers, XX engagements
"A suspicious package at the White House sends the usual tremors through markets but not all sectors flinch. $LMT (Lockheed Martin) +1.2% $RTX (RTX Corporation) +0.9% $NOC (Northrop Grumman) +1.5% on the week defence outpaces the crowd S&P XXX futures dip XXX% post-incident gold edges up Treasury yields squeeze down as risk aversion sets in Historical pattern: defence stocks rally broad indices wobble everyone pretends to be surprised Short-term nerves long-term government budgets crisis as routine. Full story and market fallout here:" @whispertickers on X 2025-07-27 21:32:23 UTC XXX followers, XXX engagements
"Remember when S&P XXX inclusions were a dull footnote Not this year. One-day pops now average XXX% for new entrants. $SMCI surged XXXX% $DECK up XX% on announcement day. Passive funds $16trns worth forced buyers no questions asked. That sugar high Fades. Most gains evaporate in 3060 days. Chasing the index effect in 2025 is starting to look a bit like playing musical chairs with a shelf full of ETFs rewarding until the music stops. All charted here: Still tempted" @whispertickers on X 2025-07-26 15:40:08 UTC XXX followers, XX engagements
"Plenty of optimism ahead of Q2 earnings but internals raise eyebrows. $MSFT is banking on Azures XX% revenue jump yet capital spend now runs at $14B per quarter. $METAs ad engine is strong but AI spending trims operating margins below 40%. $AAPL reverses iPhone weakness with services up XX% while supply chain wobble lingers. $AMZNs AWS gains are steady though e-commerce only just stabilises. Fintech and payments $PYPL and $SOFI slow $COIN riding volatility $V and $MA still growing but credit card delinquencies now at 2.6%. AI spend is trending up. Margins may not be. Still confident" @whispertickers on X 2025-07-27 17:16:00 UTC XX followers, XX engagements
"Cash burning pipeline swelling. But is anyone still listening to $MRNA Revenue shrinkage: guidance for 2025 just $1.52.5bn. Down XX% from pandemic peaks. Not a typo. Cost-cutting: $1bn off the table for next year. Pipeline Forty-five programmes nine in phase X. Ambitious if you like optionality with your quarterly losses. Share price: $XX. Down XX% in twelve months. Thats one way to reprice risk. DCF says $5065 is fair. But only if the dominoes fall. Meanwhile new COVID RSV and oncology shots inch forward as the street eyes cash burn and market patience thinning by the quarter. Still too" @whispertickers on X 2025-07-27 08:15:56 UTC XXX followers, XX engagements
"Tariffs scrapped margin forecasts up S&P XXX futures break through 6400 for the first time all in a days work for the new US-EU trade deal. $F (Ford) and $GM (General Motors) see pre-market jumps of XXX% and XXX% Industrial and tech margins projected to expand with lower regulatory risk for $AAPL and $MSFT Inflation expectations dip as input costs drop but EU ratification could still rain on the parade Nothing like a diplomatic handshake to brighten equity markets. Full story and stats here:" @whispertickers on X 2025-07-27 22:34:25 UTC XXX followers, XX engagements
"The cannabis sector in 2025 is a tale of two markets. While US operators like Curaleaf $CURLF and Green Thumb $GTBIF thrive Canadian firms such as Canopy Growth $CGC face perilous declines. Curaleaf and Green Thumb benefit from vertical integration and consistent US market growth yet face regulatory uncertainties. Canopy struggles with an oversaturated market and persistent financial losses. Their shares have dropped nearly XX% since January. Tilray's $TLRY diversification into non-cannabis sectors offers a buffer but leaves core business consistency in question. The potential US rescheduling" @whispertickers on X 2025-07-17 18:27:33 UTC XXX followers, XXX engagements
"Sarepta Therapeutics: A biotech rollercoaster you can't ignore. 🚀 Why is $SRPT drawing so much attention Stock dropped over XX% this year yet sees fleeting strength. Market sentiment or fool's gold Elevidys their gene therapy for muscular dystrophy faces FDA scrutiny. Will it make or break the company Q4 2024 saw $413.5M revenue growth but still far from profitability. Analysts split on value: JPMorgan's pessimism with a $XX target vs. others hoping for a $50+ upside. Intrigued by the volatility Dive into the complex web of market sentiment regulatory hurdles and financial performance to see" @whispertickers on X 2025-07-22 17:36:54 UTC XXX followers, XXX engagements
"Brazilian fintechs $STNE and $INTR are making waves with impressive YTD gains of XX% and XX% Yet despite their stellar growth both trade at discounted P/E and P/S ratios relative to the industry. Is there room for more upside Key highlights: $STNE focuses on SMEs with a Q1 revenue jump of XX% driven by expanding services. $INTR targets individuals boasting a XX% revenue increase and growing user base. Risks loom from Brazils economic volatility to fierce competition. And with Q2 earnings due soon could these stocks still offer value Discover more in our analysis of their growth initiatives" @whispertickers on X 2025-07-14 15:55:33 UTC XXX followers, XXX engagements
"Margins stretch. Growth not so much. Q2 earnings parade: $META touts 32.5bn revenue up XX percent but user growth barely stirs. $MSFT leans into cloud 52.8bn projected though AI spend keeps margins on a short leash. $AAPL stuck in single-digit mode just X percent up hardware soft services doing the heavy lifting. Fintech $SOFI and $HOOD flirt with double-digit growth but even $PYPLs payment firehose is slowing active users drifting lower. Meanwhile $COIN soars XX percent on a Bitcoin ride thats cooled since spring. Nasdaq's up XX percent YTD rates settle at XXX percent but the mood is" @whispertickers on X 2025-07-27 12:41:58 UTC XX followers, XX engagements
"Margins inch up. Market share slips. Outlook Not quite priced in 😬 $PYPL trades at 15x trailing P/E the lowest since 2020. EPS hit $XXXX TTM buoyed by $5bn buybacks but revenue growth has cooled9% this quarter down from XX% in 2022. Braintree now leads the charge yet PayPals share of global digital payments has shrunk to X% from XX% in just two years. Bull case: EPS could double to $XXXX by 2029 if margins creep to 20%. Plug an 18x multiple on that and fair value lands near $XXX. Risks Competition from Apple Pay Stripe and new EU regulations. Regulatory squeeze or a macro funk and that" @whispertickers on X 2025-07-27 13:22:46 UTC XXX followers, XX engagements
"Are we finally seeing cracks in the dollars armour Or just another BRICS dress rehearsal Dollar share in BRICS trade Down to XXXX% in Q2 2025. Chinese yuan up. Russia-China: XX% of bilateral trade now dodges $USD altogether. The club counts XX% of global GDP by PPP but consensus Patchy at best. BRICS digital currency talk for 2026. Not exactly keeping Powell up at night. $USD still holds XX% of FX reserves. Not quite last orders at the dollar bar. Brazil pushes multipolarity. India hesitates. Charts here: Chinese yuan 28%. Rouble 19.5%. Dollar falling but hardly in freefall. Plenty of noise" @whispertickers on X 2025-07-26 18:55:05 UTC XXX followers, XX engagements
"What happens when cash keeps rolling in but the market just yawns $FIs operating cash flow is up XXX% since 2019. The stock A tepid +51%. $WISE fares even worse +87% cash flow growth since IPO but barely a whisper (+10%) from the share price. Meanwhile $MELI and $ASML show textbook alignment: +1100% and +286% growth in operating cash flow with stock gains to match. Efficient markets or just mood swings with decimal points - $FI saw record Q2 numbersbut the merchant segment stumbled. Scepticism is sticky. - $WISE is still waiting for the City to notice. - $ASML posts 13.5bn operating cash flow" @whispertickers on X 2025-07-25 15:17:05 UTC XXX followers, XX engagements
"$RKLB up XXX% YTD. Analyst price targets racing past $XX. Feeling bullish yet or just dizzy Citi and BofA now aiming high $XX a share for 2025. Neutrons maiden launch: mid-2025. All bets resting on a rocket still grounded. $24.6bn market cap. Price-to-sales ratio says mind the gap. Trading volume sank XXXX% in one week. Volume up mood undecided. Revenue Up. Profits Still a rumour. Nothing breeds confidence like no room for error. Targets as high as $XX exist if you fancy speculative fiction. Plenty on the line if Neutron stutters or the sector hits turbulence. Before you launch your portfolio" @whispertickers on X 2025-07-25 22:37:05 UTC XXX followers, XX engagements
"Three themes. One headache. AI crypto automation: all the upside none of the certainty. $AMD's data centre revenue up XXX% in Q2 2025 $NVDAs still eating everyones lunch with XXX% growth in data centre for Q1 and $MU ramped 77%. $BTC stuck near $67.5k but spot ETF talk wont die. And thats before the robotaxi trials start rolling out for $TSLA by year-end. But margin warnings regulatory shivers and a faint whiff of exhaustion. Everyone says diversify while secretly hoping for one moonshot. Are we building the next decades winners or just fuelling the next bubble Forecasts are easy. Surprises" @whispertickers on X 2025-07-26 12:51:30 UTC XXX followers, XX engagements
"A $750bn commitment from the EU and $600bn in US infrastructure investment but only a XX% tariff on European goods. $SPX futures are up and $AAPL is suddenly paying less for China-sourced parts. USEU pact set to add 0.2pp to GDP growth (S&P Global) USChina tariff truce may extend XX days sparing households another $1300 in costs EU doubling down on US defence equipment $50bn annually Global supply chains get a reprieve markets cheer quietly and American negotiators rediscover the charms of moderation. How long this grown-up phase lasts is anyones guess. Full story and stats here:" @whispertickers on X 2025-07-28 11:35:46 UTC XXX followers, XX engagements
"Did you catch that $RIVN up XX% this week despite Q2 losses still running north of $1bn. Investors suddenly keen on Atlanta HQ news or just bored of the same script Q2 2025 deliveries: 13790. Up but cash burn Relentless. Price-to-sales at XXX. Cheaper than $TSLA. Not in a good way. Consensus target: $XXXXX. But median opinions rarely pay the bills. Theyre talking 57000 units for the year and cheap R2s launching in 2026 but scaling ambition doesnt erase a $5.6bn cash stash shrinking quarter by quarter. Supply chain fixed for now. Latest numbers context whiff of doubt: Still betting the" @whispertickers on X 2025-07-27 06:15:06 UTC XXX followers, XXX engagements
"Alphabets $GOOGL cloud ambitions have stopped looking academic. Google Cloud backlog now sits at $106B up XX% year over year Quarterly revenue: $13.6B up XX% Operating income more than doubled to $2.8B AI is the flywheel: Gemini usage on Vertex AI has risen 35x Over 85000 organisations have adopted the model Yet despite all thisvaluation remains curiously light (c. 12x EV/EBITDA) still trailing Microsoft even as the growth gap narrows. Perhaps investors just prefer yesterdays story. For the full data unvarnished:" @whispertickers on X 2025-07-27 19:31:09 UTC XXX followers, XX engagements
"Whos brave enough to call bottom on $PDD Down XXXX% in 2024. Revenue growth halved in Q2. Valuation EV/FCF single digits. Promising on paper unless youve read a Chinese regulators mood swings. Options traders bracing for fireworks in July Temu still shopping for margins abroad Net income in Q2: $2.04bn. Up but margins slip again Some see a bargain. Others see a value trap with a side of geopolitical indigestion. If youre waiting for clarity good luck everyone else is squinting too. Full context before it moves: Feel like weve seen this film before" @whispertickers on X 2025-07-25 18:50:50 UTC XXX followers, XX engagements
"Calm is only ever temporary when $MSFT $AAPL $AMZN and $MA all report the same week the Fed faces the market. $MSFT targets Q2 revenue of $64.4bn up XX% cloud still the main event $AAPL and $AMZN aim for modest growth but margin scrutiny sharpens Jerome Powell expected to keep rates at 5.25-5.50% but hints of cuts are priced with suspicious confidence Sentiment leans cautious with historical post-Fed S&P XXX swings hitting XXX% Corporate optimism monetary ambiguity and just enough historical precedent to encourage regret. We unpack the collision course in full:" @whispertickers on X 2025-07-27 21:39:03 UTC XXX followers, XX engagements
"When $MA (Mastercard) moves $1bn in stablecoins in a single quarter something structural is afoot. XX% of Fortune XXX firms are now building blockchain initiatives Stablecoin volumes topped $27.6tn in XX months surpassing Visa and Mastercard $JPM (JPMorgan) handled $500bn in stablecoin transactions H1 2025 post-GENIUS Act green light Regulators are attempting stylecorporates are going for substance. Forecasts suggest XX% Fortune XXX adoption by 2026. Treasury desks will never be the same. If finance is a game of musical chairs stablecoins may be the new seats. Full breakdown awaits:" @whispertickers on X 2025-07-27 22:26:06 UTC XXX followers, XX engagements
"15% tariffs on EU imports and billions in mandated energy buys: the new US-EU trade deal doesnt just shuffle supply chainsit all but packs the bags for them. Winners $NVDA (NVIDIA): XXX% YoY revenue surge with $1bn pledged to US manufacturing $AMD: XXX% data centre growth now the local hero in chip procurement $TSLA: XXX% leap in energy storage sales suddenly more welcome on home turf $PLTR: defence demand set for a lift from compulsory EU military shopping Risks remain of coursethink retaliatory tariffs and currency swingsbut Wall Streets upside calls have rarely sounded so confident. Read" @whispertickers on X 2025-07-28 01:50:06 UTC XXX followers, XXX engagements
"A $XXXX trillion handshake and Europes buying American. $750bn in US energy exports ($XOM $CVX) as EU shifts away from Russia $X trillion in defence contracts with $LMT and $NOC orders surging $600bn EU investment into US AI and chips $NVDAs Q1 revenue up XXX% Intels EU share now XX% Winners: American exporters. Losers: old alliances perhaps. The next move is Europes tariffs homegrown industry or both Full story numbers and the uneasy undertones here:" @whispertickers on X 2025-07-28 10:18:40 UTC XXX followers, XX engagements
"🌟 Hims & Hers reports an impressive XXX% revenue growth in Q1 2025 hitting $586M. Subscriber numbers jumped XX% to 2.4M. What's driving this surge 🍃 Bold expansion plans include acquiring ZAVA and exploring the Canadian market by 2026. Management aspires to $6.5B revenue by 2030 but high short interest signals investor scepticism. With its strong performance and ambitious targets $HIMS is a stock to watchbut could the high short interest indicate a bumpy ride Dive into the full analysis:" @whispertickers on X 2025-07-14 21:07:28 UTC XXX followers, XX engagements
"Markets bracing for calm or just bored of waiting Fed set to pivot on XX July with consensus staring down a 25bp cut as inflation cools to XXX% YoY. S&P 500s at 21.5x forward earnings pricing in zero margin for error. US 10-year yields already slipped to XXXX% since April. GDP forecast XXX% for Q2. Up but not exactly fireworks. Payrolls: expect 185k wage growth still outpacing prices. Dollar soft oil dithering equities nervy. FOMC can move rates. Powells words will move everything else just ask July 2023. Cut now or second-guess the data roulette Scenario analysis never felt so fraught. If" @whispertickers on X 2025-07-27 10:11:18 UTC XXX followers, X engagements
"A bipartisan Epstein files push is ramping up and the Streets barely pricing in the risk. $JPMorgan Chase and $Deutsche Bank have already paid out over $365M for legacy links but compliance costs keep rising and were not done yet. Q2 2025 shows net income growth sure but legal reserves and regulatory chatter are quietly expanding. If new disclosures surface expect more than a 1-week blip litigation tails here tend to wag the dog. Wealth management private banking and asset managers all face higher baseline risk (and costs) for years. Financial sector trust is hard won easily lost. The" @whispertickers on X 2025-07-27 17:47:25 UTC XXX followers, XX engagements
"Profit or just signals in the noise $ZETA posts Q1 revenue +36% YoY its 15th straight beat. The AI pitch impresses. EBITDA margins Targeting 20.6%21% for 2025. Thats no moonshot when $CRM and $ADBE are circling. Cash pile: $364m. Share buybacks quietly kick in. Yet with GDPR and CCPA creeping closer datas looking less like an endless buffet. Augusts Q2 call will be the real reveal. Can Zeta balance breakneck growth and tightening margins or is it just another brisk climb before the breathlessness sets in Not quite a done deal" @whispertickers on X 2025-07-27 06:14:46 UTC XXX followers, XXX engagements
"Six-figure salaries used to buy a view. In San Francisco they now qualify you for help. $109700 in San Francisco or Marin is officially low income In $AAPL and $GOOGLs backyard Santa Clara the cutoff rises to $126900 National average: $67800. So much for middle class optimism Migration follows the money out. And the rest fill in boxes for affordable housing one waiting list at a time. Read the full anatomy of the absurd:" @whispertickers on X 2025-07-28 11:56:48 UTC XXX followers, XX engagements
"$ETH: Daily trades up so are projections. Price target $6k$8k by 28if upgrades and ETFs dont trip. Q2 2025: $3250. TVL $85bn. Prague-Electra upgrade set to boost throughput XX% end of year. ETF flows hit $12bn since January mirror $BTC XX run. DeFi lending up XX% YoY NFT volumes holding at $2.5bn/quarter. Macro winds help but MiCAs already clipped XX% of European activity. Rival blockchains $SOL at 2500 TPS but ETH owns the devs4000+ active projects. Consensus XX% of institutional money now bets $ETH outpaces $BTC through 2028. Sharp rally sharper scrutiny. Fair value now or is that runway" @whispertickers on X 2025-07-27 11:33:09 UTC XXX followers, XX engagements
"Valuations light volumes heavy. $V $MA $PYPL trading on 1517x forward earnings well under their 5-year norms. Robust Visa posts XX% revenue growth in Q3 2025. Mastercard: cross-border up 18%. PayPal: $403bn total payment volume +11%. But Europes $ADYEN commands 25x30% revenue growth breezier rates and less regulatory fog. US peers trail: Block at 14x even with a surprise XX% uptick. Apply 18x and targets liftVisa at $XXX Mastercard $XXX PayPal $XX. Theres your 1218% upside if forecasts stick. Fraud up XX% FX a headwind DOJ circling. Still historic multiples argue for a re-rate if growth" @whispertickers on X 2025-07-27 13:22:48 UTC XXX followers, XX engagements
"Margins up nerves still on edge. Net margins for $AMZN $MSFT $GOOGL push XX% to XX% in Q2 2025sounds tidy mostly thanks to cloud scaling and some overdue cost discipline. But is the next percentage point so easy - $AMZN AWS: XXXX% up from 13.9%. - $MSFT Azure: XXXX% now giving CFOs a reason to smile. - $GOOGL Cloud: 15.9%. - Wage inflation in tech Still a shadow at XXX% y/y. Regulation and wage creep might yet spoil the party. But with Fed rates at XXX% and fattening margins across the S&P XXX tech cohort operating leverage is suddenly in vogue again. Numbers not noise: Sustainableor a mirage" @whispertickers on X 2025-07-27 13:23:38 UTC XXX followers, XX engagements
"You call this progress $TMDX upended organ transplants doubled revenues in a year and still lost a quarter of its value since June. Q1 2025: Revenue $143.5m EPS $XXXX. Both comfortably ahead of estimates. Guidance raised. Yet shares trade at $XXX while DCF says fair value is closer to $XXX. More detail buried here: 2500 transplants last year. Ambitious 10000 in sight for 2028 Margins rising sector sentiment not so much Competition and scale headaches loom Decent case for a medtech re-rate if the next set of numbers (out XX July) hold up. Otherwise just another growth story staring down a" @whispertickers on X 2025-07-27 08:16:04 UTC XXX followers, XXX engagements
"Insiders at $UNH (UnitedHealth Group) are buying as the market sells. While the DOJ circles with a Medicare billing probe and the stock trades at XXXX times forward earnings miles below its five-year average of XXXX company brass have quietly bought 110408 shares (USD 33.15m) in the past year Insider buying dwarfs sales: USD 0.45m sold vs USD 33.15m bought Q2 revenue still up: XXX% growth despite cyberattack spill-over Guidance suspended uncertainty elevated confidence apparently intact If nothing else the optics are exquisite. We examine whether $UNH insiders know something the market" @whispertickers on X 2025-07-28 06:01:06 UTC XXX followers, XXX engagements
"Feeling flush $MC just posted its steepest Fashion and Leather Goods drop since the COVID grind. A X% organic slide in Q2 2025. Profits off 18%. Analysts Caught off-balance. Blame chilled wallets in China and Japan. 6.6bn H1 profit but still shy of the mark. Demand that once shrugged at recessions is blinking. Contrast sharp: Herms still smiling. LVMH Facing the mirror. See the ruts for yourselftrajectorys clear enough in the chart in here: The last time it was this bad shops were shut. Q3 2024: -5%. Q2 2025: -9%. Thats acceleration not a blip. Luxury immune Apparently not this year. Endless" @whispertickers on X 2025-07-25 16:04:08 UTC XXX followers, XX engagements
"A $300bn jump in a week. Still bullish Top XX stocks now sit at $XXXX trillion as of July 2025. Thats up XX% since late 2023 double global growth triple the concentration headaches. $NVDA $MSFT $AAPL = XX% of the pile. US flags everywhere. Saudi Aramco token outlier. Tech dominates. Macro fundamentals Slightly adrift. Nine out of ten are American. One bad quarter and its not just Wall Street with a headache. The whole $23tn club tech-led priced for perfection. How much higher before someone sneezes and the rest catch cold Still confident" @whispertickers on X 2025-07-26 14:43:04 UTC XXX followers, XX engagements
"A XXX% buyback yield from $FI but the share price still lags peers. Capital return is running far ahead of PayPal and Global Payments with free cash flow comfortably footing the bill. ROIC at XXXX% vs WACC XXX% and net debt/EBITDA looks steady. Its a historic high not just for Fiserv but the sector. So strong signalor a quiet vote of no confidence in organic growth Regulatory risk and fintech headwinds havent packed up. For now you get more buyback than the S&P XXX median plus upside if operating momentum holds. Still looks cheapor is the market just watching for the next shoe to drop" @whispertickers on X 2025-07-27 16:14:32 UTC XXX followers, XX engagements
"Profit up. Margin down. Still bullish NVIDIAs $30bn Q2 up XXX percent but margins slimmed X points. Hardware isnt enough now. Europes calling the shots thanks to the EU AI Act and a 12.4bn AI startup haul in H1. Enter $NBIS. Q2 revenue $92m up XXX percent. Market cap tripled in a year. Still burning cash but losses halved. Betting on AI-native infrastructure not just more GPUs. Crunch point: $NVDA trades at XX times forward earnings. $NBIS at XX. Outcome-based AI over rack-stacking. Geopolitics and power prices loom TSMCs chip delays biting XX percent of supply. But growths tilting: Europe" @whispertickers on X 2025-07-27 13:43:47 UTC XXX followers, XXX engagements
"Gravity doesnt care how bullish you are. $ASTS up XXX% YTD. Deutsche Bank wants $XX per share while consensus sits at $XXXXX. The catch Still pre-revenue. Market cap a tidy $19.6bn as of July. Satellite shipments in motion spectrum filings stacking up but not a penny booked. Key carrier deals inked but remember Iridium circa 2001 Band XX spectrum app: lucrative if it lands. Or just more paperwork. $250$300m revenue forecast for 2026 if (and only if) launches are flawless. Full Q2 numbers arent out. The mood: euphoria with a dash of altitude sickness. Satellites may reach orbit. Valuations" @whispertickers on X 2025-07-26 20:34:50 UTC XXX followers, XXX engagements
"Washington just slapped a XX% tariff on most EU goods and Brussels blinked $XOM $LNG: US energy exporters score with the EU now locked into $750bn energy buys German autos reel: $VOW.DE $BMW.DE face rising costs as EUs $229bn goods surplus goes under the scalpel US LNG already makes up XX% of Europes imports in 2025 and rising Europe narrowly avoids a XX% tariff but finds itself paying a different kind of premium. Full story and stats here:" @whispertickers on X 2025-07-27 23:31:16 UTC XXX followers, XX engagements
"Too much optimism too little margin of error. The proposed US AI plan aims for domestic compute energy independence and ironclad data sovereignty with promises of a USD X trillion infrastructure surge. Big numbers but not without friction: $NVDAs XX% fabrication growth in Q2 2025 still lags demand and $NEE has scaled renewables by over XX% since 2020 yet energy strain only grows. Insider sales at $NVDA Over USD XXX billion since 2020 but barely a dent in supply. Geopolitics and inflation lurk and history whispers that not all stimulus becomes capacity. Still capital is piling in: S&P XXX tech" @whispertickers on X 2025-07-27 15:31:05 UTC XX followers, XX engagements
"Margins up but $INTC still trailing. Foundry revenue Up XXX% in Q2 2025 yet total sales barely budged. Microsoft chips locked for $15bn sounds good but AMD and Nvidia arent exactly losing sleep. 😬 Gross margin at XXXX% higher but still a gap to $TSMC. AI push: Gaudi3 launches $500m in revenue this year if all goes well. Ohio fab delayed stock down XX% in a market up 18%. Geopolitics and supply risk linger even as CHIPS Act funds roll in. Is ambition enough or just another Intel recovery pitch dressed up for July earnings Numbers slice deeper here: Still betting on a turnaround" @whispertickers on X 2025-07-27 13:22:49 UTC XXX followers, XX engagements
"Margin clears. Certainty doesnt. FOMC odds at XX% for a 25bp cut CPI now just 2.3%. Yet wage inflation hasnt clocked out3.8% up year-on-year. Bonds sniff dovish. Equity Still twitchy. Meanwhile $MSFT $AAPL $AMZN $META line up to confess. Growth rates all softer than last summer. Azure clings to XX% but Apple cant shrug China. Eyes mostly on AWS16% pace slowest in years. Margins pinched multiples stretched Nasdaq already up XX% YTD. Tariffs back in whisper mode. Trump-EU talks channel XX dj vu agriculture and energy in the crosshairs. Brent $XX VIX at XXXX utilities up 8%. Defensive rotations" @whispertickers on X 2025-07-27 11:45:07 UTC XXX followers, XX engagements
"Earnings call timer: +45 minutes. Not for damage control but optics. 😬 $UNHs reinstated CEO Stephen Hemsley keeps the stage on XX July likely to reassure after the Change Healthcare hack not confess to a miss. Forward guidance for Q2 2025 Still strongrevenue seen at $98.5bn EPS $XXXX. Margins holding shorts flat at 0.8%. Markets barely blinked. Peers like $HUM feeling the pain but $UNH up X% YTD trading near $XXX. Sectors watching Hemsley spell out AI fixes and cost controlsno panic just management theatre. Options market snoozing puts/calls at XXXX. Valuation at a plain 20.5x earningshardly" @whispertickers on X 2025-07-27 12:48:05 UTC XXX followers, XXX engagements
"A $4.2bn question: when is profit not really profit $VEEV fans are watching net income surge. But under the bonnet interest income from that cash pile is pulling much of the weight. In the last year XX% of earnings came from parking money not selling software. Forward P/E XXXX. Strip interest out it jumps to XX. Core growth: subscription up XX% but are shareholders rewarding a software firm or a hedge fund Capital allocation lets say: cautious to the point of idle. Market cap pushing $47.8bn XX% operating margin yet rivals buy build or reinvest. Veeva sits on its hands and pockets the yield." @whispertickers on X 2025-07-26 16:07:43 UTC XXX followers, XX engagements
"Robinhood's staggering XXX% rise in Q2 2025fluke or genius 🤔 Key points: $HOOD Q1 revenue soared XX% to $927M with net income up XXX% to $336M. Strategic expansion: Acquired Bitstamp and moved into Europenew revenues beckon Risks Oh just minor things like overvaluation and market volatility. With analyst price targets already surpassed is $HOOD a runaway train or a calculated bet Find out more: Who knew trading could be this thrilling Or risky" @whispertickers on X 2025-07-18 14:19:48 UTC XX followers, XX engagements
"Did anyone order a $375B mystery with their AI $PLTR now sits ahead of $HD and $BAC on the leaderboard. Up X% in a day top XX by US market cap as of July 2025. Defence contracts AI buzz and for now rock-solid narrative. P/E North of XXX. Market cap up nearly 9x since Q4 2023. Investors paying for tomorrows miracles not todays reality. So why the rush upscale Defence budgets and data fever. Revenue up XX% year-on-year for Q2 sure but $PLTR still trades at 18x sales and nearly twice $PGs 2025 earnings premium. All of which makes this blog an interesting read: Gravity still applies apparently." @whispertickers on X 2025-07-26 11:01:19 UTC XXX followers, XX engagements
"Unravelling $VVOS: A promising contender in the sleep-disordered breathing market. With a focus on non-invasive oral appliances for OSA and snoring $VVOS aims to challenge giants like $RMD. 📈 Key highlights: Market potential: The sleep apnea device market is projected to hit $X billion by 2030 with a CAGR of 6.8%. Q1 2025 revenue reached $3.02M but fell short by XXXXX% against estimates. Yet product sales grew 8%. Cost measures: Operating expenses down by X% but liquidity remains a concern. Risks: Liquidity regulatory hurdles and competitive pressures loom large. Should investors sleep easy" @whispertickers on X 2025-07-14 18:50:28 UTC XXX followers, XXX engagements
"Averting a full trade war was meant to bring calm. Instead $VOW3.DE (Volkswagen) $BMW.DE (BMW) and $MBG.DE (Mercedes-Benz) now face XX% tariffs on US exportsup from 2.5%raising costs by up to $7500 per vehicle and threatening European margins. EU auto exports to the US: $60bn in 2024 US household impact: estimated $1300 annual rise in import costs Winners $F (Ford) $GM (General Motors) and $XOM (Exxon Mobil) all stand to gain as the EU pledges more US energy purchases So calm it almost looks like cold economic war in a different suit. We unpack market signals and the real risks lurking under" @whispertickers on X 2025-07-27 20:24:05 UTC XXX followers, XX engagements
"Buybacks accelerate. Growth doesnt. 😬 $PYPL spat out $1.6bn free cash in Q2 2025 squeezing a XX percent margin from digital payments that cost less to run than to pronounce. Operating model stays lean. Capex a modest X percent of revenue. But the market shrugs pricing the stock at just 14.5x fwd earningspeers like $SQ and Adyen fetch double. Total payment volume Up X percent over last year but thats a step down from XX percent. Competition eats at the edges. Still $2.5bn bought back in H1. Share count down X percent. At this clip EPS growth gets a mechanical boost even if revenue stalls." @whispertickers on X 2025-07-27 13:22:51 UTC XX followers, XX engagements
"How overvalued is too expensive these days Or has caution become pass $GOOG revenue up XX% in Q2. But forward P/E sits at XXXX. $ASML Cash flows doubled since 2019 yet supply chain jitters are weighing. $UBER bookings jump XX% but analysts remain twitchy. Meanwhile $NFLX and $COST trade like the futures already here. $AMZN offers upside if you can stomach the premium. Speculative See $ZETA and $DAVE: EBITDA projections look heroic but scale and volatility say otherwise. So wheres the real value hiding amid the froth Recent figures and a full table of metrics here: Still think quality alone" @whispertickers on X 2025-07-26 02:10:34 UTC XXX followers, XX engagements
"Margins expand. The currency doesnt. 😬 $MELI Q2: net revenues up XX percent to $5.2B driven by XX percent GMV growth. Operating income up XX percent EPS lands at $XXXXX. But Argentinas peso shaved XX percent off the top line. Still free cash flows $1.1B quietly robust. Guidance: full-year GMV gains of 2530 percent EPS seen up XX percent to $XXXXX. Investors get a forward P/E of 45x justified says the narrative by growth that laps rivals. Brazil and Mexico now XX percent of GMV. But fintechs margin outpaces commerce and Amazons nibbling at Brazils market share hasnt gone unnoticed. Currency" @whispertickers on X 2025-07-27 13:23:36 UTC XXX followers, XX engagements
"Sustained optimism selective euphoria but not for everyone. US equities keep climbing with $AVGO Broadcom $JPM JPMorgan Chase and $CAT Caterpillar all notching 52-week highs. S&P XXX up XXXX% YTD Q2 earnings growth at XXX% (FactSet) XX% of reporting firms beating EPS forecasts Technology leads Broadcom revenue up XX% AI still the magic word Still the VIX sneaks higher and Brent crude rises as the world outside Wall Street refuses to play along. The market is confident but only on its best behaviour until something breaks. Full story and stats here:" @whispertickers on X 2025-07-27 21:39:05 UTC XXX followers, XXX engagements
"Margins widened. Confidence didnt. 😬 $TMDX drops XX percent in six weeks. Q2 2025 revenue Up XX percent to XXX million dollars. OCS sits at XX percent market share. Utilisation: XX percent rising. Aviation logistics up XX percent now flying organs for XXX US centres. Payers getting tight: Medicare covers just XX percent of OCS use down from XX percent last year. Competition circling. Capex chills bite. Yet discounted cash flow pegs fair value at XXX dollars per share. Thats a XX percent upside from here if growth holds. Sector peers $ABMD $ISRG trading at punchier multiples. But how much" @whispertickers on X 2025-07-27 11:18:17 UTC XXX followers, XXX engagements
"The tariff clock is ticking but few in $AAPL $WMT or Detroit seem amused. From X August 2025 US tariffs hit Chinese Canadian and Mexican imports while EU goods get a brisk XX percent flat rate. Annual cost for the average US household Up by $1300. $WMT already reports X percent higher costs in Q2 bracing for more Automotive and consumer sectors warned: XXX percent cost spikes $AAPL shifting XX percent of its production out of China not a sentimental move Goldman expects a XXX percent drag on US GDP and sentiment Lets call it cautiously fatalistic. Supply chains dont vote but they do run for" @whispertickers on X 2025-07-27 21:41:14 UTC XXX followers, XXX engagements
"Ready for a 25bn question What happens if August arrives but the US-EU handshake doesnt. X August 2025: XX% US tariff threat on EU imports. Less than XXX hours. Automotive (48.6bn) Pharma (62.1bn) Agri-food (24.3bn) exports on the line. Last heard: compromise rumoured at XX% but nobodys popping champagne. EU not bluffing. Retaliation mapped on 93bn of US goods. Euro Stoxx XX up XXX% this week. Hardly euphoria. Volatility everywhere you look. The cost At worst 14.6bn for EU automakers alone if tariffs top out. More than double the current rate. Last time they squabbled average tariffs were" @whispertickers on X 2025-07-26 00:57:05 UTC XXX followers, XX engagements
"Selective euphoria or the start of a broader rally July saw $AVGO (Broadcom) $NET (Cloudflare) $JPM (JPMorgan Chase) and $CAT (Caterpillar) notch fresh 52-week highs while large swathes of the market remain notably indifferent. $AVGO up XX% YoY riding AI and data centre waves $JPM assets: $XXX trillion stock +25% Industrials buoyed by infrastructure yet consumer discretionary refuses to join the dance S&P XXX up XX% YTD but momentums hardly universal. The real story as ever is in whats not moving and why. We unpack the key shifts (and whos being left behind) here:" @whispertickers on X 2025-07-27 21:40:16 UTC XXX followers, XXX engagements
"Evolution AB's big bet: a 500M share buyback in 2025. Will it boost shareholder value or is it a smoke and mirrors act 🤔 Q2 revenue up XXX% but Europe faces a XXX% drop. Impressive EBITDA margin of 65.9%clearly running a tight ship. Is management signalling confidence or just covering cracks Dive deeper into the implications of this bold move and what it means for $EVO's future. Catch the full analysis at" @whispertickers on X 2025-07-21 08:29:26 UTC XXX followers, XX engagements
"A XX% tariff headline but mutual investment tells the real story. EU avoids a XX% US tariff cliff by pledging up to $600bn into American infrastructure and tech plus $150bn for energy and $200bn for defence procurement. $LNG names like Cheniere Energy are already feeling the tailwind up XX% YoY on European demand. $LMT and $BA see an order pipeline that could double US arms exports to Europe. S&P XXX climbed XXX% this week with investors breathing easier for now. But EU has EUR 93bn of retaliatory tariffs prepped if this dtente falters. Average US household faces up to $1300 extra per year if" @whispertickers on X 2025-07-27 18:02:05 UTC XXX followers, XXX engagements
"The US hits Chinese graphite with a whopping XXXX% tariff shaking up the energy storage sector. A massive opportunity for American manufacturers or just chaos in disguise Key points: Eos Energy $EOSE a zinc-based innovator saw a XX% revenue jump in Q1 2025 backed by a $23m grant. Zinc is now the cool kid on the battery block. Fluence Energy $FLNC has a XX% revenue rise in Q2 2025. Can their domestic focus shield them from tariff tremors The real twist Tariffs may turn supply chains into puzzles. But isn't a challenge just an opportunity wearing a trench coat Are domestic firms favoured to" @whispertickers on X 2025-07-17 18:25:22 UTC XX followers, 3353 engagements
"Is $SPY quietly bracing for a policy reset nobody priced in Voter sentiment just clocked a 35-year low for Democrats. In Julys WSJ poll XX% give the party the thumbs down. Underlying economy XXX% GDP growth XXX% unemployment. The narrative on Main Street: inflation wont let up discord in the ranks and the culture wars still running hot. Policy headwinds swirl. Infrastructure and renewables suddenly vulnerable. Sectors like $TSLA and $NEE Watching nervously. Midterms still a year off but the risk premium is back. On full display here: Unfavourability at Clinton-era levels. Unlike the 90s this" @whispertickers on X 2025-07-26 23:16:04 UTC XXX followers, XX engagements
"A billion here a billion there but who's counting 😬 $NVDA insiders have sold over $2.1bn since 2020 but its more of a feature than a bug. Most of its systematic10b5-1 plans ticking along while the stock rocketed XXX percent. Q1 2026 sales hit $850m dwarfing $450m last year. CEO unloading Roughly $700m since 2024. The P/Es now XX market cap north of $3tn but EPS climbed XX percent past consensus last quarter. Peer check: $AMD insiders shifted $1.2bn $AVGO $1.5bnimpressive but still trailing in both cash and percentage. No contested filings just risk managed at scale. Blog context cold stats:" @whispertickers on X 2025-07-27 14:13:33 UTC XXX followers, XX engagements
"A $XXX billion EU energy buy and $XXX billion investment headline sounds like fireworks for U.S. LNG and infrastructure. But a uniform XX% tariff on EU goods Less celebratory for U.S. importers eyeing the bottom line. Cheniere Energy just got another growth lever. S&P XXX Energy popped XXX% on the news with ExxonMobil and Chevron rallying in sync. Volumes to Europe could double by 2027 if the projections actually land. Still tariff friction and EUs Carbon Border rules aren't footnotes. XXX billion in contracts only matter if execution (and geopolitics) cooperate. That optimism in the energy" @whispertickers on X 2025-07-27 18:12:38 UTC XX followers, X engagements
"Liberty Broadband: The Contrarians Dream or Just Dodgy Discount Liberty Broadband $LBRDK offers a levered play on $CHTR yet trades at a whopping 30%+ discount to its net asset value. Why does it remain undervalued Holding company woes or hidden opportunities $CHTR is losing broadband subscribers due to fierce competition with FWA providers. But could their woes spell fortune for the savvy investor US Senator John Hickenloopers recent purchase of $LBRDK shares signal deep value lurking beneath the complex structure. Could Libertys legendary financial wizardry close this discount gap Delve into" @whispertickers on X 2025-07-11 18:55:28 UTC XX followers, XX engagements
"The payments industry is abuzz with the duel between DLocal $DLO and Adyen $ADYEY. Both giants but with starkly different strategies: DLocal's strength Hyper-localised payment solutions in over XX emerging markets boasting a XX% revenue growth. Adyen They target 30+ developed markets with a unified platform illustrating scale with XXXXX billion in transaction volume. Yet while Adyen eyes emerging markets could DLocal's competitive moat face a challenge Their business models are complementary for now but overlap may soon change the game. Curious about who might emerge victorious in capturing" @whispertickers on X 2025-07-21 20:01:18 UTC XX followers, XX engagements
"Rising net interest income at big banks. But whos really counting on fees any more Q2 2025: $BKU net income up 18%. NIMs nudging 3%. Lending books ballooning. Commercial and CRE loans the new flavour. $CATY guiding XXXX% NIM this year. The catch Non-interest revenue still stalling. For smaller players optimisms feeling a bit forced strong lending stats but revenue misses. Meanwhile fintech-fuelled lenders quietly lap up niche markets. Margins rising credit risk rising with them. Discipline or dj vu Half the year left. Lets see who blinks first" @whispertickers on X 2025-07-26 16:54:04 UTC XXX followers, XX engagements
"Global travel's bouncing back and $SABR might just be your ticket. 🚀 With its Hospitality Solutions segment gone Sabre is set to soar with opportunities in supply chain simplification and margin expansion. Key nuggets: Global travel tech market being reborn aiming at $50B. IATA predicts air traffic at XXX% of 2019 levels by 2025. NDC's growing wings with a targeted XX% share by 2026. Sabre's GDS could capture XX% of 2024s revenue pie. Risks Sure from economic squalls to competition in the GDS space. But with robust deleveraging efforts the upsides enticing. Valuation tables might raise" @whispertickers on X 2025-07-12 19:48:29 UTC XX followers, XX engagements
"Triple-digit returns used to be the stuff of market fantasy. Not in 2025. $MP (MP Materials) $OKLO (Oklo) $PGY (Pagaya) and $HOOD (Robinhood) have each soared over XXX% YTD outpacing both the $SPX and the Nasdaq by a margin that ought to raise eyebrows as well as portfolios. $HIMS posted Q2 revenue up XX% year-on-year $PLTR (Palantir) clocked XX% growth with AI buoyancy firmly in the sails Even ARK Innovation ETF looks like its taking the stairs compared to these names The fly in the ointment Valuation multiples have become a contact sport and regulatory shadows loom over fintech and rare" @whispertickers on X 2025-07-28 10:15:42 UTC XXX followers, XXX engagements
"Trade war fears recede but not all frictions are gone. US-EU deal slices tariffs on machinery and chemicals saves the auto sector from a XX% shock and nudges EU exports up X% for H2. At the same time the 90-day China tariff pause keeps electronics supply chains steady and hands the US a forecast X% GDP pop for Q4. Equity markets cheered but domestic producers may still feel the strain. Sentiment is upbeat. Geopolitics Still quietly simmering in the background. Fair value or just relief rally" @whispertickers on X 2025-07-27 17:47:27 UTC XXX followers, XX engagements
"Margins stretched multiple still flat. $GMGI sitting at a 1x forward sales while guidance teases $200m for FY2025. Brazils doors just opened high-margin raffle segment quietly propping up growth. But with 100+ operators eyeing the same pot and integration costs for MeridianBet up XX% in Q1 markets not biting. Peers $DKNG trading at 4.5x $FLUT at 3.2x. GMGI still in the bargain bin. Gross margin: trailing 35%. Revenue ramp: $11.8m Q4 2023 to $38.2m Q1 2025. Outlook: analysts whisper $XX target. Execution risk hasnt left the room. Regulatory fog in Europe lingers. Still confident" @whispertickers on X 2025-07-27 11:14:13 UTC XXX followers, XX engagements
"Evolution AB: Impressive growth puzzling lag Despite $EVO's robust XXX% revenue rise and XX% EBITDA margin shares still sit XX% below their 2021 peak. 🤔 Margin pressure: a slight dip yet still world-class. Regulatory hurdles or a clever moat Evolution may just be playing the long game. With a quieter valuation North America beckons as a key opportunity. Is the market missing the forest for the trees Dive deeper into this fascinating dislocation. Explore here:" @whispertickers on X 2025-07-10 03:34:22 UTC XX followers, XXX engagements
"Academy Sports & Outdoors ready to tackle growth Despite short-term margin issues $ASO is expanding stores and focusing on e-commerce and private labels for long-term gains. Key highlights: US sporting goods market at $120B with $50B in ASOs segment. 20-25 new stores each year targeting 150+ in total. Private labels like Magellan Outdoors boost profit margins. Challenges Yes competitive pressures and consumer spending shifts could impact. But with a 12-month price target of $XX opportunity knocks for investors. Is ASO underpriced at 9.8x forward P/E Dive into our analysis to find out. The" @whispertickers on X 2025-07-10 15:49:55 UTC XXX followers, XX engagements
"Netflix's financial tightrope act: despite a XX% revenue spike in Q2 to $11.08B and beating EPS estimates with $XXXX $NFLX shares fell. Why Investors crave sustainable growth not currency-led gains. 📉 A few intriguing tidbits: 2025 revenue forecast revised upwards to $44.8-$45.2B thanks to a weaker US dollar. Profit soared with a net income of $3.13B yet the stock slid. Subscriber growth remains pivotal though exact numbers are now elusive. As the streaming heavyweight juggles currency benefits and user growth the market waits for organic momentum. Will Netflix's global strategy maintain its" @whispertickers on X 2025-07-22 14:49:55 UTC XX followers, XX engagements
"Collegium Pharmaceutical's rise in the specialty pharma sector is worth attention. 🎯 $COLL is set for a XX% upside with a target of $XXXXX. Here's a taste of how: Despite trading at a discount COLL boasts strong cash flow and growth potential. The pain management market is XX billion in size and growing at XXX% annuallyageing population and non-opioid solutions in play. Xtampza ER and Jornay PM lead their diversified portfolio offering strategic advantages. The ongoing share repurchase program sweetens the deal. Risky business Of course with opioid litigation and generic threats. But if COLL" @whispertickers on X 2025-07-10 13:50:39 UTC XX followers, XX engagements
"Margins narrowing robotaxis widening the story. Is $TSLA trading its battery for a crystal ball Q2 net income down XX% operating margins halved in a year. FSD Now XX% of new cars up from 15%. Energy storage doubled softening the blow. California ride-hailing rollout edges $TSLA closer to software money. Supervised autonomy only for now. Disengagements dropping but Waymos still slicker. Analysts split: software margins could top XX% if and only if the humans step aside. Stock off XX% YTD. Forward P/E at XX a dare compared to $NVDA and $AAPL. Premium for promises not prints. Robotaxi dreams" @whispertickers on X 2025-07-27 11:14:12 UTC XXX followers, XX engagements
"$PLTR: Margin up. Debt Not a penny. 😬 Cash pile hits $5.4bn by end Q2 2025 no leverage in sight. Thats XX% higher than six months back and well ahead of $SNOW or $DDOG neither of which escaped debt traps. Growth isnt shabby XX% YoY revenue with commercial sales jumping 33%. Adjusted op margin 34%. Compare Snowflakes (-25%) theres that sting. But no fairy tale: XX% of revenue still rides on volatile government budgets and trading at 22x forward sales doesnt leave room to stumble. AI ambitions are loud but the balance sheet whispers restraint. Some are eyeing M&A but so far share buybacks" @whispertickers on X 2025-07-27 11:14:04 UTC XX followers, XX engagements
"A hard tariff deadline rarely survives first contact with diplomacy. From X August 2025 the US implements baseline XX% import tariffs with $EU and $JP facing XX% $CA at XX% $MX at XX% on non-USMCA goods. Projected fiscal boost: $2.5tn by 2035 But: unemployment up 0.5pp 641000 jobs lost Trade-weighted average: now XX% for many partners EU and Japan saw last-minute cuts after public brinkmanship Negotiating tactic economic gamble or both The lines are as blurred as the deadline is fixed. Full story and stats here:" @whispertickers on X 2025-07-27 21:40:13 UTC XXX followers, XX engagements
"Is new supply an afterthought Since January $BTC demand from institutions has outpaced fresh issuance X to X. ETF inflows topping $20bn in 2025 while miners handed over just 300k new coins. Halving didnt exactly slow them down. $ETH not far behind. Post-ETF launch in May nearly 2.8m Ether scooped up with under 600k minted. Ratio XXX to one. Markets maturing but supplys not playing catch-up. $BTC YTD market cap: $1.8tn up 50%. $ETH: $550bn up 40%. Volatility cooling but the powder kegs in the numbers. Risk lingers: SEC eyes on staking green concerns for miners. Yet corporate treasuries arent" @whispertickers on X 2025-07-27 14:12:03 UTC XX followers, XX engagements
"Ever thought technical charts were just random lines Think again. Onto Innovation's ($ONTO) recent price action tells a different story. In late 2023 $ONTO hit its XXXXX Fibonacci level a classic buy signal rallying to all-time highs. Was it technical wizardry or astute business acumen at play Advanced packaging & specialty semiconductors are the fuel driving $ONTO's engine with markets forecast to surge by XX% annually until 2028. A niche player or simply ahead of its time Forward debate: Can $ONTO's unique focus shield it from the WFE market's cyclicality With its strategic tech edge could" @whispertickers on X 2025-07-10 17:39:39 UTC XXX followers, XXX engagements
"Margins deepen. Moat does too. Temus Q4 buzz fizzledUS actives halved in six months. Amazons holding steady Prime retention still cruising past XX percent. $AMZN XX% sales bump Q2 scale flexed with $50bn in annual capex. $PDDs effort Capital outlay jumped XX percent but its still spare change in this race. Price alone wont disrupt Primes stranglehold. Amazons buy box keeps sellers loyal even as Temu dangles lower fees and wild discounts. Cross-list on both lose your Amazon edgepenalties sneakier than the price cuts. PDD still trades at a hefty discount forward PE XX vs Amazons XX. But user" @whispertickers on X 2025-07-27 12:22:57 UTC XXX followers, XX engagements
"Dry powder still piles up but conviction is missing in action. Median late-stage valuations have dropped by a third since Q4 2021. Cash returns (DPI) lag LP enthusiasm cools and IPO doors remain firmly shut. The AI boom offers a selective escape but it is only masking the bottleneck elsewhere. More rigour less FOMO. Founder-friendly Not this cycle" @whispertickers on X 2025-07-27 16:13:29 UTC XX followers, X engagements
"AI is breaking into the living room but appliance margins arent following just yet. $6690.HKs humanoid leap puts CNY 12.3bn in R&D to work with robotics set to nudge XX% of revenues by 2028 if market adoption plays along. Shares at HKD XXXXX look modest against a 15.26bn USD global robot market by 2030 but P/E of XXXX trails $000333.SZ and $000651.SZ. Quietly: execution risk and cost curves remain stubborn even as Chinas policy winds turn AI-friendly. Smart home optimism runs high earnings do too (for now): +7.2% revenue +9.4% profit for 2024. But competition isnt stationary and Unitrees" @whispertickers on X 2025-07-27 17:35:05 UTC XXX followers, XX engagements
"A multi-billion-dollar energy handshake yet the devils in the approvals. The EU signs up for USD 750B in US energy plus another USD 600B funnelling back into US infrastructure. Cheniere Energy adds XX% in a single week the S&P XXX Energy Sector stretches past the broader index and Henry Hub gas is suddenly eyeing a XX% price climb by 2027. But the inks wetratification risk is high and Europes love affair with US LNG might look fickle once regulatory and climate anxieties bite. $LNG Cheniere $XOM ExxonMobil $NEE NextEra: all in the spotlight. Link: Still bullish or is this the high-water mark" @whispertickers on X 2025-07-27 17:53:22 UTC XX followers, X engagements
"Nearly XXX% up and counting. Still feeling confident $MP and $OKLO have rocketed in 2025 +298% and +255% YTD. $PGY not far behind at +239%. Sobering to see $HOOD and $ASTS cracking XXX% without much fuss. The catch Quarterly revenue for $MP up just XX% while $QS delivers XXX% with well not much resembling revenue at all. New money chases nukes fintech space telecom. Retail sentiment Euphoric. Fed hints at rate hikes in Q4 for those keeping score. $PLTR and $HIMS quietly growing into their shoes. Nuclears in vogue but macro risks are circling. Its all here before the music stops: Triple-digit" @whispertickers on X 2025-07-26 11:13:13 UTC XXX followers, XX engagements
"Cost base climbing. Conviction climbing faster. 😬 $META poured $35bn into capex over the last XX months up 25%. Q2 2025 opex $23.5bn. Margins edged down to 38%. AI headcount still swelling. Open sourcing with Llama keeps rivals on their toes but few free lunches at this scale. Reality Labs: $1.2bn revenue $4.5bn in losses. Peers arent exactly napping. $GOOGL DeepMind R&D up 18%. $MSFT just threw $15bn more into the AI pit. Growth is realads up 22%but discipline looks set for a longer test. Capital intensity meets investor patience: Still confident this pays off" @whispertickers on X 2025-07-27 14:06:28 UTC XXX followers, XX engagements
"Too much optimism too little margin for error. The USEU tariff cut puts a tailwind behind Cheniere Energy and ExxonMobil with LNG export volumes forecast up 2030% by 2030. $LNG's European contracts already drive XX% of revenues while $XOM posted a XX% export jump in Q1 2025. But Brent is still volatile at USD XX per barrel and Europes green push may cap fossil gains sooner than the models admit. Carbon border costs now looming at XXX% are an aftertaste few are pricing in. Midstream names like Kinder Morgan and Enterprise Products Partners are also quietly winning but dont overlook regulatory" @whispertickers on X 2025-07-27 17:53:21 UTC XXX followers, XXX engagements
"15% across the board the US serves up a uniform tariff on most EU imports ending years of improvisation but raising the stakes for $F $PFE and the rest. EU exports to the US projected down XXX% as automotive machinery and pharma take the worst hit Estimated 0.20.4% bump to US core inflation just as the Fed was feigning composure Volume declines of up to XX% expected for some sectors; US importers and consumers unlikely to send a thank you note Investors now must weigh predictability against cost never a painless equation but at least the rules are finally clear. We unpack who wins who loses" @whispertickers on X 2025-07-27 18:42:33 UTC XXX followers, XX engagements
"Europe is chasing digital sovereignty but the energy bill is mounting fast. Investment hit XX% of global AI infra spend in Q2 2025 up from XX% last year. $NBIS surged XX percent QoQ ARR to $310M riding the Blackwell GPU wave and a XX percent customer retention rate. Yet with chip shortages nudging prices up XX percent and data centres eyeing X percent of Europes electricity by 2030 scale is starting to bite. Valuation looks reasonable next to $CoreWeave but the power crunch and geopolitics are nowhere near solved. Still confident in the European edge" @whispertickers on X 2025-07-27 16:15:35 UTC XXX followers, XXX engagements