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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5973 followers
Created: 2025-07-23 12:29:06 UTC

$GOOG Q2 Preview

Revenue est. $XX B (+11% YoY)
Search & YouTube ads +10–12% YoY
Cloud growth +30% YoY; 

Key watch points:
– AI monetization cadence (Gemini integration)
– Data‑center CapEx guide & ROI timeline
– YouTube ad‑load vs. engagement

$TSLA Q2 Preview
Revenue est. $XXXX B (–13% YoY) off end of China incentives
Auto gross margin 17–18% (price cut drag)
Regulatory credits & FSD deferrals ~$150 M headwind

Key watch points:
– Production/sales split (US vs. China)
– Price cut vs. volume trade off
– Free cash flow guide & CAPEX cadence

Beats are table stakes, focus on guide revision and segment commentary for the next leg. Trade the reactions, not the headlines.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947997400263496049/c:line.svg)

**Related Topics**
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[fsd](/topic/fsd)
[china](/topic/china)
[$221b13](/topic/$221b13)
[$tsla](/topic/$tsla)
[coins ai](/topic/coins-ai)
[ads](/topic/ads)
[youtube](/topic/youtube)

[Post Link](https://x.com/Next100Baggers/status/1947997400263496049)