⁠Investing visuals
$TSLA Q1 Earnings 🚨

• Revenue $19.3B vs Est. $21.4B
• EPS $0.27 vs Est. $0.42

"We will revisit our 2025 guidance in our Q2 update" https://t.co/UzvinhbWnZ
tweet

⁠Investing visuals
$ISRG Earnings 🚨

• Revenue: $2.25B vs $2.19B est.
• EPS: $1.81 vs $1.73 est.

Outlook 2025:
• Da Vinci procedures: 15%-17%
• Gross margin: 65%-66.5%

Stock is down🔻6% https://t.co/s9jBKkahSK
tweet

⁠App Economy Insights
$TSLA Tesla Q1 FY25:

• Revenue -9% Y/Y to $19.3B ($2.1B miss).
• Gross margin 16% (-1pp Y/Y).
• Operating margin 2% (-3pp Y/Y).
• Capex -46% Y/Y to $1.5B.
• Free cash flow $0.6B.
• Non-GAAP EPS $0.27 ($0.15 miss). https://t.co/iJbZmIb9CH
tweet

⁠Dimitry Nakhla | Babylon Capital®
For the Intuitive Surgical lovers $ISRG

Rev: $2.25B vs $2.19B est✅ | +19% YoY
EPS: $1.81 vs $1.72 est ✅ | +21% YoY

Solid, however..

At nearly 60x, $ISRG shareholders have 0 margin of safety &..

$JNJ new robotic surgical machine, OTTAVA, will pressure $ISRG in years to come https://t.co/RUNMLw6uzF
tweet

⁠The Kobeissi Letter
BREAKING: The FDA announces it will begin phasing out all petroleum-based food dyes from US foods at Robert F Kennedy Jr’s direction.
tweet

⁠Finding Compounders
Warren Buffett once said that the difference between successful people and really successful people, is that really successful people say “No” to almost everything

Warren and Charlie go through their investment filters in this video https://t.co/TQSdo2WMA5
tweet

⁠The Kobeissi Letter
BREAKING: President Trump says tariffs on China won’t be as high as 145% and “will come down substantially, but won’t be zero.”
tweet

⁠The Kobeissi Letter
BREAKING: President Trump says he has no intention of firing Fed Chair Powell.
tweet

AkhenOsiris
Will Musk make any ever so slight reference to Peter Retarrdo on today's call?
- Yes
- No
tweet

⁠The Kobeissi Letter
BREAKING: US stock market futures surge at the 6 PM ET open on Trump’s comments. https://t.co/vjwCPk41ZU
tweet

⁠The Kobeissi Letter
Something doesn't add up here:

1. Trump on April 7th: Fed Chair Powell is "slow moving"

2. Bessent on April 14th: Trump Admin is thinking of successor to Powell

3. Trump on April 17th: Fed Chair Powell "will be out of there"

4. Trump on April 19th: "Studying" if he can fire Fed Chair Powell

5. Trump on April 21st: Fed Chair Powell is "a major loser"

6. Trump today: "No intention" to fire Fed Chair Powell

What changed today?
tweet