[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.]  Sam Badawi [@samsolid57](/creator/twitter/samsolid57) on x 14.2K followers Created: 2025-07-24 00:16:38 UTC TESLA FALLS, WHILE SERVICENOW AND GOOGLE RISE AFTER EARNINGS Tesla reported its Q2 2025 earnings, and there’s no way to sugarcoat it… they were terrible. No one buying $TSLA right now is doing it because of near-term financial strength. Shareholders, especially the short-term ones, were probably hoping for a narrative boost given that $QQQ hit all-time highs after hours. But instead, Tesla is down over X% while the broader market rallied. Meanwhile, $GOOGL crushed expectations. It beat both top and bottom line estimates and announced a massive increase in CapEx from $75B to $85B. That’s $10B more than expected, mostly allocated to infrastructure for hyperscaling compute. The biggest winner here? $AVGO, since Google remains one of Broadcom’s top clients, especially around custom TPU chip design. Unsurprisingly, semiconductors surged after hours… $NVDA and $AMD both up ~1%, Broadcom over 3%. $NOW also reported stellar earnings after hours and jumped nearly 8%. I’ve held ServiceNow for years, trading in and out of it, and added heavily during the April drawdown. This was a standout quarter. Quarterly revenue hit $3.22B, up XXXX% YoY, with both adjusted EPS and guidance beating expectations. Subscription revenue for FY2025 is now expected between $12.78B, a raised guide representing XX% YoY growth. Operating margin came in at 30.5%, huge for a software company that retains top talent. ServiceNow is the leader in CMDB, ITSM, and enterprise workflow orchestration, and is around $220B in market cap. It’s quickly catching up to $CRM Salesforce at $255B, driven by Bill McDermott’s global expansion strategy. RPO also grew XX% YoY. In short, textbook execution. Back to Tesla… The disappointment wasn’t just from lack of upside… it was from the deceleration in key segments. I was expecting the energy storage business to accelerate, but instead, it shrank X% YoY after growing XX% last quarter. Auto and services did grow sequentially, but automotive revenue is still down XX% YoY less than last quarter’s -19%, but still shrinking. This is their core business. Wall Street knows that and didn’t completely punish it, which is why the stock isn’t down 20%. Still, it’s facing real volatility. Tesla fell over X% after hours, and it could drop further tomorrow… and that’s fine. My goal is to rebuild a core position in Tesla at much lower prices. I believe in its long-term positioning in autonomy, robotics, and AI compute, especially with its connection to @xAI. Right now, Tesla is the only way retail can gain exposure to Elon’s private ecosystem. That doesn’t make it a safe stock. It’s volatile. For anyone holding this long-term, you need to have a strong stomach. I bought heavily under $XXX and sold in the high $400s. Right now, the price isn’t attractive enough to build a large long-term position. Okay for a swing… terrible for a core hold at this level. I’ll wait, monitor, and stay patient.  XXXXX engagements  **Related Topics** [qqq](/topic/qqq) [alltime](/topic/alltime) [$qqq](/topic/$qqq) [$tsla](/topic/$tsla) [tesla](/topic/tesla) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [servicenow](/topic/servicenow) [Post Link](https://x.com/samsolid57/status/1948175455980536260)
[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.]
Sam Badawi @samsolid57 on x 14.2K followers
Created: 2025-07-24 00:16:38 UTC
TESLA FALLS, WHILE SERVICENOW AND GOOGLE RISE AFTER EARNINGS
Tesla reported its Q2 2025 earnings, and there’s no way to sugarcoat it… they were terrible. No one buying $TSLA right now is doing it because of near-term financial strength. Shareholders, especially the short-term ones, were probably hoping for a narrative boost given that $QQQ hit all-time highs after hours. But instead, Tesla is down over X% while the broader market rallied.
Meanwhile, $GOOGL crushed expectations. It beat both top and bottom line estimates and announced a massive increase in CapEx from $75B to $85B. That’s $10B more than expected, mostly allocated to infrastructure for hyperscaling compute. The biggest winner here? $AVGO, since Google remains one of Broadcom’s top clients, especially around custom TPU chip design. Unsurprisingly, semiconductors surged after hours… $NVDA and $AMD both up ~1%, Broadcom over 3%.
$NOW also reported stellar earnings after hours and jumped nearly 8%. I’ve held ServiceNow for years, trading in and out of it, and added heavily during the April drawdown. This was a standout quarter. Quarterly revenue hit $3.22B, up XXXX% YoY, with both adjusted EPS and guidance beating expectations. Subscription revenue for FY2025 is now expected between $12.78B, a raised guide representing XX% YoY growth. Operating margin came in at 30.5%, huge for a software company that retains top talent. ServiceNow is the leader in CMDB, ITSM, and enterprise workflow orchestration, and is around $220B in market cap. It’s quickly catching up to $CRM Salesforce at $255B, driven by Bill McDermott’s global expansion strategy. RPO also grew XX% YoY. In short, textbook execution.
Back to Tesla… The disappointment wasn’t just from lack of upside… it was from the deceleration in key segments. I was expecting the energy storage business to accelerate, but instead, it shrank X% YoY after growing XX% last quarter. Auto and services did grow sequentially, but automotive revenue is still down XX% YoY less than last quarter’s -19%, but still shrinking. This is their core business. Wall Street knows that and didn’t completely punish it, which is why the stock isn’t down 20%. Still, it’s facing real volatility.
Tesla fell over X% after hours, and it could drop further tomorrow… and that’s fine. My goal is to rebuild a core position in Tesla at much lower prices. I believe in its long-term positioning in autonomy, robotics, and AI compute, especially with its connection to @xAI. Right now, Tesla is the only way retail can gain exposure to Elon’s private ecosystem.
That doesn’t make it a safe stock. It’s volatile. For anyone holding this long-term, you need to have a strong stomach. I bought heavily under $XXX and sold in the high $400s.
Right now, the price isn’t attractive enough to build a large long-term position. Okay for a swing… terrible for a core hold at this level. I’ll wait, monitor, and stay patient.
XXXXX engagements
Related Topics qqq alltime $qqq $tsla tesla stocks consumer cyclical stocks bitcoin treasuries servicenow