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[@bogusjack](/creator/twitter/bogusjack)
"Xber J : The Company Lists of Q3 Earning Analysis 10/15 - ASML 10/16 - TSMC 10/21 - Netflix GM 10/22 - Tesla 10/23 - Intel Ford 10/27 - Microsoft Alphabet Meta 10/28 - Apple Amazon 10/30 - Cloudflare 11/3 - Palantir 11/5 - APPLOVIN 11/6 - Tempus AI I'm planning to release the first summary report followed by a more in-depth analysis in the second round. If there are any other companies whose earnings you'd like me to cover feel free to drop a comment. I'll do my best to add the most popular requests to the list. Q2 Earning Analysis :"  
[X Link](https://x.com/bogusjack/status/1976839160465178981) [@bogusjack](/creator/x/bogusjack) 2025-10-11T02:35Z 6669 followers, 5591 engagements


"Xber J : The Company Lists of Q3 Earning Analysis(Update) 10/15 - ASML 10/16 - TSMC 10/21 - Netflix GM 10/22 - Tesla 10/23 - Intel Ford 10/27 - Microsoft Alphabet Meta 10/28 - Apple Amazon 10/30 - Cloudflare 11/3 - Palantir HIMS 11/4 - AMD Uber 11/5 - Qualcomm Lyft APPLOVIN 11/6 - Tempus AI Jobby 11/19 - NVIDIA 12/2 - Marvel 12/23 - Red Cat Holdings Inc"  
[X Link](https://x.com/bogusjack/status/1977247907175711214) [@bogusjack](/creator/x/bogusjack) 2025-10-12T05:40Z 6669 followers, 8086 engagements


"ASML : Q3 Earning Analysis - Part X Net Bookings TTM net bookings and TTM EUV net bookings are coming in steadily but theyre not showing significant growth compared to the surging chip demand from AI Cloud. In other words theres no clear sign of a major capacity (CAPA) increase on the horizon. Outlook 2025 revenue is projected at 32.4B reflecting a +15% year-over-year growth. However H2 growth is expected to be a sluggish +2%compared to H1's robust +34% raising concerns about decelerating momentum. The 2025 margin is forecasted to rise to XX% up +2% from the prior year though H2 is"  
[X Link](https://x.com/bogusjack/status/1978357669284167794) [@bogusjack](/creator/x/bogusjack) 2025-10-15T07:09Z 6668 followers, 5544 engagements


"Xber J : The Company Lists of Q3 Earning Analysis(Update) 10/15 - ASML (Complete) Part 1: Part 2: 10/16 - TSMC 10/21 - Netflix GM 10/22 - Tesla 10/23 - Intel Ford 10/27 - Microsoft Alphabet Meta 10/28 - Apple Amazon 10/30 - Cloudflare 11/3 - Palantir HIMS 11/4 - AMD Uber 11/5 - Qualcomm Lyft APPLOVIN 11/6 - Tempus AI Jobby 11/19 - NVIDIA 12/2 - Marvel 12/23 - Red Cat Holdings Inc"  
[X Link](https://x.com/bogusjack/status/1978499682990227929) [@bogusjack](/creator/x/bogusjack) 2025-10-15T16:34Z 6667 followers, 2608 engagements


"Top XX Highlights from ASML Q3 2025 Earnings Call X. Strong Q3 Revenue Performance: ASML reported total net sales of XXX billion for Q3 2025 meeting guidance and driven by robust demand for lithography systems including XXX billion from the installed base. X. High Net Bookings Fueled by AI: Quarterly net bookings reached XXX billion ($6.28 billion) exceeding analyst estimates of XXXX billion with XXX billion from EUV systems boosted by AI infrastructure investments. X. Impressive Profitability: Net income hit XXX billion for the quarter with a gross margin of XXXX% reflecting solid financial"  
[X Link](https://x.com/bogusjack/status/1978554441537343559) [@bogusjack](/creator/x/bogusjack) 2025-10-15T20:11Z 6668 followers, 3848 engagements


"Top XX Highlights from TSMC's Q3 2025 Earnings Call X. Record Q3 Revenue of $XXXX Billion: TSMC reported quarterly revenue of approximately NT$989.98 billion (US$32.5 billion) surpassing the midpoint of its guidance range and Wall Street estimates fueled by a XX% YoY surge in September alone to NT$330.98 billion. X. XX% Profit Jump to All-Time High: Analysts expect Q3 net profit to rise XX% YoY to over NT$398.3 billion (US$13 billion) marking the seventh straight quarter of growth and a new record driven by high margins from AI chip production. X. AI Demand Powers XX% YoY Revenue Growth:"  
[X Link](https://x.com/bogusjack/status/1978718956459622832) [@bogusjack](/creator/x/bogusjack) 2025-10-16T07:05Z 6668 followers, 1460 engagements


"Tesla Q3 Revenue and EPS Projections The market consensus for Q3 vehicle deliveries and deployed energy storage was around 443K units and XXXX GWh respectively. But the actual Q3 results were a big surprise: 497K vehicles delivered and XXXX GWh deployed. With the consensus revenue pegged at $25.8B it makes sense that estimates would get bumped up right So what's a fair new figure Grok's projection came in at $28.1B a X% jump from consensus. That feels pretty solid. I also asked for Net Income and EPS estimates based on that $28.1B revenue. It spit out Net Income at $2.2B (up XX% from the"  
[X Link](https://x.com/bogusjack/status/1974736517944987742) [@bogusjack](/creator/x/bogusjack) 2025-10-05T07:20Z 6655 followers, 4497 engagements


"As I expected Q3 deployed energy showed a significant rebound from the previous quarter and this momentum seems likely to carry over into Q4. The Tesla CFO mentioned during the Q4 2024 Earnings Call that the energy business would grow by more than XX% in 2025 but to make that happen deployed energy in Q4 needs to exceed XX GWh. Looking at the current backlog (RPO Remaining Performance Obligations) trend for the Energy Megapack business both the over X year RPO and the within X year RPO are trending upward. This means orders are piling up and the key to performance lies in production not"  
[X Link](https://x.com/bogusjack/status/1975929747038494917) [@bogusjack](/creator/x/bogusjack) 2025-10-08T14:22Z 6657 followers, 6190 engagements


"IMO the heart of Q3 results isnt EPS but the FSD index. Last year FSD revenue was $596M. This year with global FSD expansion and rising subscription rates in the U.S. I expect it to double to $1B. So I anticipate some kind of signal in this quarters results one way or another. Notably as Lars mentioned on September 1st the FSD take rate has climbed from single digits to double digits and its surged further with the V13 upgrade. I believe the FSD take rate could exceed XX% as early as this quarter or by year-end. Historically when technology adoption hits that XX% tipping point it enters the"  
[X Link](https://x.com/bogusjack/status/1977745093047316571) [@bogusjack](/creator/x/bogusjack) 2025-10-13T14:35Z 6665 followers, 8248 engagements


"People still dont get the semiconductor value chain. They think all these rosy deals being struck by cloud companies are just going to magically come true. Sorry but thats not how it works. Semiconductor - Cloud Value Chain Let me break down why things wont play out exactly as these cloud companies and their hyped-up deals with fabless/ASIC players suggest. X. First off the big picture: volume will keep growing every year. No question about it. X. But the real question is how much growth are we talking about X. Cloud companies are out there touting their rosy targets from their own corners."  
[X Link](https://x.com/bogusjack/status/1977996787446325446) [@bogusjack](/creator/x/bogusjack) 2025-10-14T07:15Z 6665 followers, 10.1K engagements


"The part of ASMLs Q3 earnings call that caught my attention was: X. Stable 2026 Outlook: Total net sales for 2026 are expected to be at least flat compared to 2025 levels (32.5 billion) with further details to be shared in January; focus shifts to 2027 growth. This strikes me as a surprisingly conservative tone especially given all the rosy optimism swirling around the AI cloud and AI chip markets with their promises of a high-growth golden era. 2026 sales at least flat compared to 2025 feels like a cautious stance. It seems like theres still a bit of a mismatch between supply and demand"  
[X Link](https://x.com/bogusjack/status/1978555946910777572) [@bogusjack](/creator/x/bogusjack) 2025-10-15T20:17Z 6655 followers, 1713 engagements


"MAD MAX MODE REFRESH. WANT FSD XX. @Tesla @Tesla_AI @aelluswamy"  
[X Link](https://x.com/bogusjack/status/1978634491158495397) [@bogusjack](/creator/x/bogusjack) 2025-10-16T01:29Z 6665 followers, 2268 engagements


"TSMC : Q3 Earning Analysis - Part X Revenue Q3 revenue reached $XXXX billion reflecting a XX% year-over-year (YoY) increase. Since Q1 2020 the quarterly compound annual growth rate (CAGR) has been a steady 5%. Since 2023 YoY growth has accelerated fueled by strong demand for high-performance computing (HPC). YoY Growth Rate A growth turnaround has been underway since Q2 2024 driven by rising demand for HPC particularly in AI cloud services. Revenue by Technology and Platform Revenue growth stems from expanded sales of high-margin 3nm and 5nm processes with 3nm contributing XX% of total"  
[X Link](https://x.com/bogusjack/status/1978711582109831182) [@bogusjack](/creator/x/bogusjack) 2025-10-16T06:36Z 6665 followers, 3311 engagements


"I dont want to round up to 100%. I need FSD v14 to cover that last XXX% of manual driving. @Tesla @Tesla_AI"  
[X Link](https://x.com/bogusjack/status/1978934015412359173) [@bogusjack](/creator/x/bogusjack) 2025-10-16T21:20Z 6665 followers, XXX engagements


"Gross Margin : Tesla Roadster vs Model S Plaid - Roadster: ASP $200K Cost $143K Margin XX% - Model S Plaid: $110K $82K XX% The Roadster's BOM was estimated based on relevant specifications and patents incorporating the changes relative to the Model S. @seti_park"  
[X Link](https://x.com/bogusjack/status/1974946138513138047) [@bogusjack](/creator/x/bogusjack) 2025-10-05T21:13Z 6666 followers, 7754 engagements


"ASML : Q3 Earning Analysis - Part X Revenue Q3 revenue reached 7.5B marking a X% year-over-year increase -X% below the estimate. Since Q1 2020 the quarterly CAGR has stood at +5% reflecting steady growth. On a trailing twelve-month basis we've seen XX% YoY growth. This YoY growth stems from a rise in ASP due to higher sales of premium EUV despite an overall drop in volume. Twelve Trailing Month YoY Gross Rate (%) While growth slowed considerably in 2024 a turnaround has been underway since Q4 of last year fueled by rising demand from AI customers and steadily increasing EUV adoption. Revenue"  
[X Link](https://x.com/bogusjack/status/1978357586534764874) [@bogusjack](/creator/x/bogusjack) 2025-10-15T07:09Z 6669 followers, 4317 engagements


"Tesla Q3 Earning Scenario Review - Part X "Deliveries 497K Deployment 12.5GWh" Scenario X : Revenue(Low Est.) EPS(Low Est.) To achieve Q3 revenue $23.68B - Automotive ASP $36000 vs Q2 $41825 - Energy ASP $XXXXX vs $XXXXX - Service YoY -X% vs +17% In this case achieving an EPS of $XXXX is out of the question negative earnings are almost inevitable. As such Scenarios X X and X tied to a $23.68B revenue are simply not feasible"  
[X Link](https://x.com/bogusjack/status/1979011869508800616) [@bogusjack](/creator/x/bogusjack) 2025-10-17T02:29Z 6669 followers, 6810 engagements


"Tesla Q3 Earning Scenario Review - Part X Tesla is likely to post record-breaking revenue. Actual: Deliveries 497K Deployment 12.5GWh Scenario X : Revenue(Avg Est.) $26.58B To achieve Q3 revenue $26.58B - Automotive ASP $39500 vs Q2 $41825 - Energy ASP $XXXXX vs $XXXXX - Service YoY +1% vs +17% Scenario X : Revenue(High Est.) $28.78B To achieve Q3 revenue $28.78B - Automotive ASP $42500 vs Q2 $41825 - Energy ASP $XXXXX vs $XXXXX - Service YoY +15% vs +17% Tesla Q3 2025 Revenue Outlook: Why Scenario X is More Likely Than Scenario X Considering several key factors Teslas Q3 2025 revenue is more"  
[X Link](https://x.com/bogusjack/status/1979084668424327674) [@bogusjack](/creator/x/bogusjack) 2025-10-17T07:18Z 6669 followers, 16.2K engagements


"Ford F-150 Lineup(MSPR) XL: $45595 STX: $49000 XLT: $52000 Lariat: $66000 Tremor: $65000 Lobo: $60000 King Ranch: $74805 Platinum: $74805 Limited: $80000 Raptor: $78905 Raptor R: $110000+ Cybertruck needs $50000 model"  
[X Link](https://x.com/bogusjack/status/1977749567941570657) [@bogusjack](/creator/x/bogusjack) 2025-10-13T14:53Z 6669 followers, 1206 engagements


"Xber J : The Company Lists of Q3 Earning Analysis(Update) 10/15 - ASML 10/16 - TSMC 10/21 - Netflix GM 10/22 - Tesla 10/23 - Intel Ford 10/27 - Microsoft Alphabet Meta 10/28 - Apple Amazon 10/30 - Cloudflare 11/3 - Palantir 11/4 - AMD Uber 11/5 - Qualcomm Lyft APPLOVIN 11/6 - Tempus AI 11/19 - NVIDIA"  
[X Link](https://x.com/bogusjack/status/1977070871488741763) [@bogusjack](/creator/x/bogusjack) 2025-10-11T17:56Z 6669 followers, 6620 engagements


"IMO the diversification of visualization means: X. The accuracy of object recognition has improved. X. This is closely tied to an increase in parameters. X. Its related to the enhanced spatial awareness capabilities which I found most notable in V14. X. Computing efficiency has improved despite the increase in parameters. X. As a result theres more room to enhance visualization"  
[X Link](https://x.com/bogusjack/status/1977759637794680999) [@bogusjack](/creator/x/bogusjack) 2025-10-13T15:33Z 6669 followers, 1319 engagements


"Xber J : The Company Lists of Q3 Earning Analysis(Update) "Next Week" 10/21 - Netflix GM 10/22 - Tesla 10/23 - Intel Ford "Company added" 11/5 - Lemonade Q3 Earning Schedule 10/15 - ASML (Complete) Part 1: Part 2: 10/16 - TSMC (Complete) Part 1: Part 2: 10/21 - Netflix GM 10/22 - Tesla 10/23 - Intel Ford 10/27 - Microsoft Alphabet Meta 10/28 - Apple Amazon 10/30 - Cloudflare 11/3 - Palantir HIMS 11/4 - AMD Uber 11/5 - Qualcomm Lyft APPLOVIN Lemonade 11/6 - Tempus AI Jobby 11/19 - NVIDIA 12/2 - Marvel 12/23 - Red Cat Holdings Inc"  
[X Link](https://x.com/bogusjack/status/1979438152910803361) [@bogusjack](/creator/x/bogusjack) 2025-10-18T06:43Z 6667 followers, 1742 engagements