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[@SashInvesting](/creator/twitter/SashInvesting)
"🗓The following companies report earnings today (Tuesday X July) Part 2/2👇 TransDigm Group $TDG Arista Networks $ANET Paylocity Holding $PCTY LeMaitre Vascular $LMAT Qualys $QLYS Advanced Micro Devices $AMD Coupang $CPNG Parkland Corporation $PKI"  
[X Link](https://x.com/SashInvesting/status/1952636827011068346) [@SashInvesting](/creator/x/SashInvesting) 2025-08-05T07:44Z XXX followers, XXX engagements


"🗓The following companies report earnings today (Tuesday XX July) Kelly Partners Group $KPG RVRC Holding $RVRC Sea Limited $SE On Holding $ONON Nexus AG $NXU Secunet $YSN"  
[X Link](https://x.com/SashInvesting/status/1955147998087852450) [@SashInvesting](/creator/x/SashInvesting) 2025-08-12T06:03Z XXX followers, 9615 engagements


"$TSMC Q3 results are out now👇 🔸Rev +30% 🔸GP +34% 🔸EPS +39% 🔸FCF down ➡ $TSMC continues to grow at a tremendous pace thanks to AI Capex investments Q4 Guidance: 🔸Rev Midpoint+22% 🔸Gross profit margin: 59%-61% vs XX% (Q4 '24) 🔸Op. profit margin: 49%-51% vs XX% (Q4 '24)"  
[X Link](https://x.com/SashInvesting/status/1978722210589139130) [@SashInvesting](/creator/x/SashInvesting) 2025-10-16T07:18Z XXX followers, XXX engagements


"Brunello Cucinelli $BC The italian luxury company doesn't stop compounding🎢 Q3 Sales update: 🔸Rev +11.8% with retail being up XXXX% and wholesale being up XXX% Guidance: 🔸Q4 Rev growth XX% 🔸FY 2026 Rev growth XX% "with healty and balanced profits" Stock: +/- 0%"  
[X Link](https://x.com/SashInvesting/status/1978935127318127037) [@SashInvesting](/creator/x/SashInvesting) 2025-10-16T21:24Z XXX followers, XXX engagements


"@PronkDaniel I love when management does opportunistic buybacks. $ASML is a great example imo"  
[X Link](https://x.com/SashInvesting/status/1979105162107953328) [@SashInvesting](/creator/x/SashInvesting) 2025-10-17T08:40Z XXX followers, XXX engagements


"Earnings season is back💥 The following quality companies will report earnings this week👇 Monday: $FAST Tuesday: $JPM $JNJ $BLK $DPZ $LVMH () SHIFT() $OXIG () Wednesday: $ASML () $ABT Thursday: $TSM $IBKR $AQ () $VIT.B () $EL () $BC () Friday: $AXP $TOM ()"  
[X Link](https://x.com/SashInvesting/status/1977629293309296656) [@SashInvesting](/creator/x/SashInvesting) 2025-10-13T06:55Z XXX followers, XXX engagements


"$FAST Fastenal Q3 results look solid: Rev +12% Net Income +13% OCF +30% & total debt decreased. Stock is down X% currently🔴 Brief assessment: valuation still appears to be very stretched with Forward P/E XX at current growth rates not appealing to me atm⛔"  
[X Link](https://x.com/SashInvesting/status/1977715589587046607) [@SashInvesting](/creator/x/SashInvesting) 2025-10-13T12:38Z XXX followers, XXX engagements


"A company that isnt directly identified as a winner of the huge AI Capex and Data Center spending but might benefit from it in the near future: $AQ Group Just listened to the earnings call from today here is an extract👇"  
[X Link](https://x.com/SashInvesting/status/1978775404669206721) [@SashInvesting](/creator/x/SashInvesting) 2025-10-16T10:49Z XXX followers, XXX engagements


"@stonkmetal @PronkDaniel Hmm maybe you are right but could also be a one time event (or mistake). Hopefully they learned something from that period. I am very happy with the buybacks they did this year. Which companies do u have in mind that do a great job @stonkmetal"  
[X Link](https://x.com/SashInvesting/status/1979123950341750809) [@SashInvesting](/creator/x/SashInvesting) 2025-10-17T09:54Z XXX followers, XX engagements


"@StockBookworm I think everytime there was a report on MELI being threatened by competitors or macro uncertainty it was a buying opportunity. I also think the latter is actually beneficial for $MELI vs its competitors. I am satisfied with my position size (16%) and I am gonna hold on to it"  
[X Link](https://x.com/SashInvesting/status/1979456228481712553) [@SashInvesting](/creator/x/SashInvesting) 2025-10-18T07:55Z XXX followers, XXX engagements