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[@hmabhisek](/creator/twitter/hmabhisek)
"$SAP Q225 Mixed Signals in the Cloud ☁🔻 📉 Revenue: 9.03B vs 9.07B est 💸 EPS: XXXX vs XXXX est 🌥 Cloud: 5.13B (+24% YoY) slight miss 💾 Cloud ERP: 4.42B (+30%) 📦 Backlog: 18.1B (+22%) 📊 Free Cash Flow: 8B (+89% YoY"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1947758216357498915) 2025-07-22 20:38:41 UTC XXX followers, XXX engagements


"$PEGA Q225 😳 📈 Revenue: $384.5M vs $362.5M est (+9% YoY) 💵 EPS: $XXXX vs $XXXX est (+8% YoY) ☁ Subscription Rev: $326M (+9%) 🚀 Cloud Rev: $166.7M (+24%) 🛠 Consulting: $57.8M (+11%)"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1947754534685602237) 2025-07-22 20:24:03 UTC XXX followers, XXX engagements


"$IBM Q225 Steady Profitable AI-Fueled 📊🤖 🟢 Revenue: $17.0B vs $16.59B est (+8% YoY) 💵 Adj. EPS: $XXXX vs $XXXX est (+15%) 💸 FCF raised: now $13.5B 🧠 GenAI biz: $7.5B+ ⚙ Operating Margin: XXXX% (+110 bps)"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1948115914966364486) 2025-07-23 20:20:03 UTC XXX followers, XX engagements


"🔧 FY25 CapEx hiked to $85B (AI/infra push) 🔍 Search: $54.19B (+12%) AI Overviews gaining traction ☁ Cloud run-rate now $50B+ 📉 Op Margin: XX% (missed XX% est) 🧠 CEO: AI is accelerating growth across the board. $GOOGL combining scale + margin + AI velocity"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1948119632642236641) 2025-07-23 20:34:49 UTC XXX followers, XX engagements


"🔋 Energy Storage: $2.79B (7%) 🛠 Services: $3.05B (+17%) 📍 Robotaxi launched in Austin 📦 Affordable EV on track for 1H25 🔮 AI + fleet monetization = future profit levers 🧠 CEO: Tesla is now an AI + robotics company"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1948116663087280624) 2025-07-23 20:23:01 UTC XXX followers, XX engagements


"$CMG Q225 Flat Sales Soft Margins Looking Ahead 🌯📉 📉 Revenue: $3.10B vs $3.11B est (+3% YoY) 😐 Adj. EPS: $XXXX vs $XXXX (2.9% YoY) 📊 Comp Sales: XXX% Traffic down XXX% 🏗 XX new stores XX with Chipotlane 💻 Digital: XXXX% of revenue"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1948117912343974074) 2025-07-23 20:27:59 UTC XXX followers, XX engagements


"$TSLA Q225 Margin Beat Revenue Miss Robotaxi Hype 🤖 📉 Revenue: $22.5B vs $22.64B est (12% YoY) 💸 EPS: $XXXX vs $XXXX (23%) ✅ Gross Margin: XXXX% vs XXXX% est 📦 Auto Rev: $16.7B (16%) 🚗 Deliveries: 384K (13%) 🧾 FCF: $146M (89%"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1948116659581169816) 2025-07-23 20:23:00 UTC XXX followers, XXX engagements


"🍽 Margins dipped: Op Margin: XXXX% (vs 19.7%) Restaurant Margin: XXXX% (vs 28.9%) 📉 FY comp sales guide cut to flat 💬 CEO: Momentum is building with summer campaigns. 💰 $435M in share buybacks $CMG banking on menu + expansion to re-ignite growth"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1948117918652530805) 2025-07-23 20:28:00 UTC XXX followers, XX engagements


"+193% in X months. If we get a pullback Im reloading. Watching: $BMBL $EOSE $NVTS $ODD Price is what you pay value is what Im after. I log every move in real timepeek at the full portfolio (LIVE & FREE) here"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1941606571844194323) 2025-07-05 21:14:14 UTC XXX followers, XXX engagements


"📅 FY25 Subscription Guide raised: $12.78B$12.80B ⚙ Gross Margin slightly below: XX% vs XXXX% 📈 Q3 Subscription Guide: $3.26B$3.27B (beat) 🧠 Now Assist AI suite fueling larger deals 🚀 CRM momentum + strong pipeline = bullish 2H25 outlook $NOW executing with clarity"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1948117358557778142) 2025-07-23 20:25:47 UTC XXX followers, XX engagements


"💳 Credit Card Loans up XX% 🚗 Auto Loans up X% 🏢Commercial up X% 🧠 Integration of Discover underway 📊 CET1: XX% Op. Efficiency: XXXXX% 🗣 CEO: Were fully mobilized. Big opportunities ahead. ➡ $COF riding high on post-Discover momentum"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1947753464521756936) 2025-07-22 20:19:48 UTC XXX followers, XX engagements


"$ISRG Q225 Surgical Precision 🔪📈 🧾 Revenue: $2.44B vs $2.35B est (+21% YoY) 💰 EPS: $XXXX vs $XXXX est (+23%) 💡 Net Income: $798M (+24%) ⚙ Operating Income: $947M (+26%) 🏥 XXX da Vinci systems placed (180 were v5) 🌍 Procedures: +17% Yo"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1947756458948329564) 2025-07-22 20:31:42 UTC XXX followers, XXX engagements


"$NOW Q225 Subscription Surge Strong Beat 📈🛠 💰 Revenue: $3.22B vs $3.12B est (+22% YoY) 🧾 Adj. EPS: $XXXX vs $XXXX est (+31%) 🔁 Subscription Revenue: $3.11B (+22%) 📊 Current RPO: $10.92B vs $10.49B est 💵 Free Cash Flow: $535M (+49%"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1948117355105493033) 2025-07-23 20:25:46 UTC XXX followers, XX engagements


"$COF Q225: Capital One just flexed muscle 🚀 Revenue: $12.49B (beat by $650M) 💰 EPS: $XXXX vs $XXXX est 📈 NIM: XXXX% XXXX% 🧾 Charge-offs: $3.06B $3.25B est 🏦 Loans: $439B (36% QoQ) 💵 Deposits: $468B (27% QoQ)"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1947753460889489801) 2025-07-22 20:19:47 UTC XXX followers, XXX engagements


"⚡ Q3 Guide: Rev: $330$370M (in line) GM: 4346% w/ IRA 3336% ex-IRA 🏭 U.S. made 1.41M microinverters 🚗 IQ EV Charger X ships to XX countries 📦 New IQ Battery 10C: +30% dense -XX% wall space 🧠 CEO: Customer response has been fantastic"  
![@hmabhisek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1824942691521581056.png) [@hmabhisek](/creator/x/hmabhisek) on [X](/post/tweet/1947755481394471360) 2025-07-22 20:27:48 UTC XXX followers, XX engagements